Houlihan Lokey, Inc.
HLI- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001302215
In the last 90 days, Houlihan Lokey, Inc. insiders filed 1 open-market purchase and 1 sale; 520 institutions reported holding it in 13F filings for Q2 2026, worth $7.40B in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Houlihan Lokey, Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 506
- +61 vs. Q3 2024
- Shares held
- 53.5M
- +1.60M (+3.1%) vs. Q3 2024
- Total value
- $9.29B
- +$1.09B (+13.3%) vs. Q3 2024
- New holders
- 102
- 175 more added
- Sold out
- 41
- 165 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HLI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 520 | $7.40B |
| Q1 2026 | 547 | $7.72B |
| Q4 2025 | 579 | $9.30B |
| Q3 2025 | 553 | $10.9B |
| Q2 2025 | 549 | $9.93B |
| Q1 2025 | 525 | $8.60B |
| Q4 2024 | 506 | $9.29B |
| Q3 2024 | 452 | $8.36B |
| Q2 2024 | 416 | $7.19B |
| Q1 2024 | 399 | $6.81B |
| Q4 2023 | 393 | $6.45B |
| Q3 2023 | 338 | $5.39B |
| Q2 2023 | 331 | $4.92B |
| Q1 2023 | 330 | $4.40B |
| Q4 2022 | 335 | $4.35B |
| Q3 2022 | 323 | $3.71B |
| Q2 2022 | 324 | $3.86B |
| Q1 2022 | 343 | $4.42B |
| Q4 2021 | 344 | $5.21B |
| Q3 2021 | 308 | $4.78B |
| Q2 2021 | 302 | $4.31B |
| Q1 2021 | 276 | $3.47B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Granite Investment Partners, LLC | 38,239 | $6.64M | 0.29% | −4,108−9.7% | Reduced |
| Renaissance Technologies LLC | 37,000 | $6.43M | 0.01% | −19,900−35.0% | Reduced |
| Polen Capital Management LLC | 35,999 | $6.25M | 0.02% | −32,312−47.3% | Reduced |
| FineMark National Bank & Trust | 34,928 | $6.07M | 0.21% | −13,555−28.0% | Reduced |
| Public Employees Retirement System of Ohio | 34,845 | $6.05M | 0.02% | −5,626−13.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 34,743 | $6.03M | 0.15% | +1,478+4.4% | Added |
| Edgestream Partners, L.P. | 34,139 | $5.93M | 0.25% | +25,378+289.7% | Added |
| Price T Rowe Associates Inc | 33,808 | $5.87M | 0.00% | +4,170+14.1% | Added |
| Vestcor Inc | 33,490 | $5.82M | 0.19% | −1,791−5.1% | Reduced |
| US Bancorp | 33,051 | $5.74M | 0.01% | −1,073−3.1% | Reduced |
| Fifth Third Bancorp | 32,507 | $5.65M | 0.02% | −8,947−21.6% | Reduced |
| Pier Capital, LLC | 31,893 | $5.54M | 0.79% | −35,197−52.5% | Reduced |
| Ensign Peak Advisors, Inc | 31,882 | $5.54M | 0.01% | +5,486+20.8% | Added |
| Bell Asset Management Ltd | 31,498 | $5.47M | 1.00% | −378−1.2% | Reduced |
| MetLife Investment Management | 30,399 | $5.28M | 0.03% | +2,737+9.9% | Added |
| HSBC Holdings PLC | 29,721 | $5.17M | 0.00% | +23,714+394.8% | Added |
| Walled Lake Planning & Wealth Management, LLC | 29,620 | $5.14M | 1.91% | −15,405−34.2% | Reduced |
| Gunderson Capital Management Inc. | 29,556 | $5.13M | 2.52% | +29,556 | New |
| TownSquare Capital, LLC | 29,114 | $5.06M | 0.06% | +3,460+13.5% | Added |
| Oppenheimer Asset Management Inc. | 28,490 | $4.95M | 0.06% | −723−2.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 27,485 | $4.77M | 0.01% | +1,261+4.8% | Added |
| Amalgamated Bank | 27,157 | $4.72M | 0.04% | −77−0.3% | Reduced |
| Richard Bernstein Advisors LLC | 26,368 | $4.58M | 0.10% | 00.0% | Unchanged |
| GWM Advisors LLC | 26,312 | $4.57M | 0.03% | +1,480+6.0% | Added |
| Comerica Bank | 25,888 | $4.50M | 0.02% | −536−2.0% | Reduced |
| Bank of Montreal | 25,808 | $4.48M | 0.00% | +1,612+6.7% | Added |
| Harbor Advisors LLC | 25,000 | $4.34M | 0.68% | 00.0% | Unchanged |
| Weil Company, Inc. | 24,708 | $4.29M | 1.48% | −10,080−29.0% | Reduced |
| Janus Henderson Group PLC | 24,667 | $4.28M | 0.00% | +1,917+8.4% | Added |
| American Century Companies Inc | 24,070 | $4.18M | 0.00% | +8,695+56.6% | Added |
| Tudor Investment Corp Et Al | 23,970 | $4.16M | 0.04% | +11,995+100.2% | Added |
| Treasurer of the State of North Carolina | 23,053 | $4.00M | 0.02% | +150+0.7% | Added |
| Triasima Portfolio Management inc. | 22,656 | $3.93M | 0.76% | +8,704+62.4% | Added |
| Dorsey Wright & Associates | 22,398 | $3.89M | 0.93% | +942+4.4% | Added |
| MML Investors Services, LLC | 21,217 | $3.69M | 0.01% | +1,372+6.9% | Added |
| Toroso Investments, LLC | 21,215 | $3.68M | 0.03% | +4,520+27.1% | Added |
| Pathstone Holdings, LLC | 21,055 | $3.66M | 0.02% | −732−3.4% | Reduced |
| Cetera Investment Advisers | 20,727 | $3.60M | 0.01% | +2,183+11.8% | Added |
| West Coast Financial LLC | 20,312 | $3.53M | 0.39% | −1,699−7.7% | Reduced |
| Sanctuary Advisors, LLC | 19,562 | $3.52M | 0.02% | −445−2.2% | Reduced |
| State of Tennessee, Treasury Department | 20,205 | $3.51M | 0.01% | −570−2.7% | Reduced |
| Regions Financial Corp | 20,160 | $3.50M | 0.03% | −631−3.0% | Reduced |
| Atria Investments LLC | 19,949 | $3.46M | 0.04% | −2,548−11.3% | Reduced |
| KBC Group NV | 19,903 | $3.46M | 0.01% | +18,617+1,447.7% | Added |
| AQR Capital Management LLC | 19,763 | $3.43M | 0.00% | +5,047+34.3% | Added |
| Davenport & Co LLC | 19,663 | $3.41M | 0.02% | −717−3.5% | Reduced |
| Yousif Capital Management, LLC | 19,540 | $3.39M | 0.04% | −664−3.3% | Reduced |
| State Board of Administration of Florida Retirement System | 19,420 | $3.37M | 0.01% | −290−1.5% | Reduced |
| Empowered Funds, LLC | 19,050 | $3.31M | 0.05% | +4,641+32.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 18,992 | $3.30M | 0.03% | +18,992 | New |
| Prana Capital Management, LP | 18,977 | $3.30M | 0.16% | +18,977 | New |
| Jacobs Levy Equity Management, Inc | 18,890 | $3.28M | 0.01% | +18,890 | New |
| Hilton Capital Management, LLC | 18,588 | $3.23M | 0.28% | +867+4.9% | Added |
| SG Americas Securities, LLC | 18,081 | $3.14M | 0.01% | +16,633+1,148.7% | Added |
| CI Private Wealth, LLC | 18,053 | $3.14M | 0.01% | +367+2.1% | Added |
| Voloridge Investment Management, LLC | 17,800 | $3.09M | 0.01% | +17,800 | New |
| Geneos Wealth Management Inc. | 17,783 | $3.09M | 0.11% | +492+2.8% | Added |
| New York State Teachers Retirement System | 17,726 | $3.08M | 0.01% | +488+2.8% | Added |
| Ameritas Investment Partners, Inc. | 17,533 | $3.04M | 0.10% | −165−0.9% | Reduced |
| Daiwa Securities Group Inc. | 17,395 | $3.02M | 0.01% | −2,098−10.8% | Reduced |
| Capital Fund Management S.A. | 17,284 | $3.00M | 0.03% | +17,284 | New |
| State of New Jersey Common Pension Fund D | 17,169 | $2.98M | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 17,029 | $2.96M | 0.00% | +7,779+84.1% | Added |
| Magnetar Financial LLC | 17,007 | $2.95M | 0.07% | +17,007 | New |
| Monument Capital Management | 16,861 | $2.93M | 0.81% | +577+3.5% | Added |
| Teachers Retirement System of the State of Kentucky | 16,620 | $2.89M | 0.03% | −820−4.7% | Reduced |
| Arizona State Retirement System | 15,483 | $2.69M | 0.02% | +358+2.4% | Added |
| Louisiana State Employees Retirement System | 14,900 | $2.59M | 0.05% | +200+1.4% | Added |
| Illinois Municipal Retirement Fund | 14,881 | $2.58M | 0.04% | 00.0% | Unchanged |
| Algert Global LLC | 14,356 | $2.49M | 0.06% | −8,773−37.9% | Reduced |
| Exchange Traded Concepts, LLC | 14,092 | $2.45M | 0.05% | +1,803+14.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,847 | $2.40M | 0.01% | +2,033+17.2% | Added |
| D. E. Shaw & Co., Inc. | 13,477 | $2.34M | 0.00% | +4,483+49.8% | Added |
| Handelsbanken Fonder AB | 13,458 | $2.34M | 0.01% | +1,300+10.7% | Added |
| Citigroup Inc | 13,332 | $2.32M | 0.00% | +1,449+12.2% | Added |
| Cresset Asset Management, LLC | 13,317 | $2.31M | 0.01% | −5,902−30.7% | Reduced |
| The PNC Financial Services Group, Inc. | 12,899 | $2.24M | 0.00% | −1,046−7.5% | Reduced |
| State of Michigan Retirement System | 12,700 | $2.21M | 0.01% | +100+0.8% | Added |
| KLP Kapitalforvaltning AS | 12,600 | $2.19M | 0.01% | +12,600 | New |
| Amundi | 12,586 | $2.18M | 0.00% | +12,451+9,223.0% | Added |
| Truist Financial Corp | 12,295 | $2.14M | 0.00% | −464−3.6% | Reduced |
| Mariner, LLC | 12,220 | $2.12M | 0.00% | +81+0.7% | Added |
| Rockefeller Capital Management L.P. | 12,208 | $2.12M | 0.01% | +2,155+21.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,909 | $2.07M | 0.05% | +124+1.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,835 | $2.06M | 0.01% | +126+1.1% | Added |
| New Age Alpha Advisors, LLC | 11,791 | $2.05M | 0.08% | +11,791 | New |
| Aquatic Capital Management LLC | 11,681 | $2.03M | 0.05% | +11,681 | New |
| Spears Abacus Advisors LLC | 11,605 | $2.02M | 0.04% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 11,522 | $2.00M | 0.01% | −407−3.4% | Reduced |
| Grandeur Peak Global Advisors, LLC | 11,350 | $1.97M | 0.17% | −23,889−67.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,321 | $1.97M | 0.02% | +1,015+9.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,218 | $1.95M | 0.07% | −877−7.3% | Reduced |
| Integrated Wealth Concepts LLC | 11,030 | $1.92M | 0.02% | +996+9.9% | Added |
| Oregon Public Employees Retirement Fund | 10,871 | $1.89M | 0.03% | +39+0.4% | Added |
| Pacer Advisors, Inc. | 10,859 | $1.89M | 0.00% | +469+4.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,879 | $1.86M | 0.02% | +3,242+42.5% | Added |
| CWM, LLC | 10,629 | $1.85M | 0.01% | −1,139−9.7% | Reduced |
| New Mexico Educational Retirement Board | 10,600 | $1.84M | 0.06% | 00.0% | Unchanged |
| Assetmark, Inc | 10,560 | $1.83M | 0.00% | +747+7.6% | Added |
| Crawford Investment Counsel Inc | 9,928 | $1.72M | 0.03% | −412−4.0% | Reduced |