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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 9,790 | $1.70M | 0.01% | +9,790 | New |
| Stegent Equity Advisors, Inc. | 9,764 | $1.70M | 1.72% | +9,764 | New |
| Union Bancaire Privee, UBP SA | 9,506 | $1.66M | 0.03% | +9,506 | New |
| Linden Thomas Advisory Services, LLC | 9,455 | $1.64M | 0.21% | +208+2.2% | Added |
| Voya Investment Management LLC | 9,420 | $1.64M | 0.00% | −999−9.6% | Reduced |
| Advisor Group Holdings, Inc. | 9,298 | $1.61M | 0.00% | +2,486+36.5% | Added |
| Park Avenue Securities LLC | 9,296 | $1.61M | 0.02% | +1,599+20.8% | Added |
| Lazard Asset Management LLC | 7,791 | $1.35M | 0.00% | +2,400+44.5% | Added |
| Strategic Wealth Designers | 7,779 | $1.35M | 0.09% | −324−4.0% | Reduced |
| Brinker Capital Investments, LLC | 7,725 | $1.34M | 0.01% | −196−2.5% | Reduced |
| Orion Portfolio Solutions, LLC | 7,725 | $1.34M | 0.01% | −196−2.5% | Reduced |
| Fulton Bank, N.A. | 7,621 | $1.32M | 0.05% | +418+5.8% | Added |
| Entropy Technologies, LP | 7,507 | $1.30M | 0.13% | +4,407+142.2% | Added |
| Pictet Asset Management Holding SA | 7,465 | $1.30M | 0.00% | +1,072+16.8% | Added |
| Campbell & CO Investment Adviser LLC | 7,459 | $1.30M | 0.10% | +7,459 | New |
| JustInvest LLC | 7,262 | $1.26M | 0.02% | +160+2.3% | Added |
| Deutsche Bank AG | 7,212 | $1.25M | 0.00% | −11,879−62.2% | Reduced |
| Nomura Holdings Inc | 7,110 | $1.23M | 0.01% | +7,110 | New |
| Taylor Frigon Capital Management LLC | 6,737 | $1.17M | 0.59% | −5,565−45.2% | Reduced |
| Advisory Services Network, LLC | 6,631 | $1.15M | 0.02% | +4,130+165.1% | Added |
| Evoke Wealth, LLC | 6,603 | $1.15M | 0.03% | +6,603 | New |
| Xponance, Inc. | 6,518 | $1.13M | 0.01% | +360+5.8% | Added |
| Connable Office Inc | 6,460 | $1.12M | 0.12% | 00.0% | Unchanged |
| James Investment Research Inc | 6,341 | $1.10M | 0.13% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 6,237 | $1.08M | 0.00% | −512−7.6% | Reduced |
| Integrated Investment Consultants, LLC | 6,212 | $1.08M | 0.22% | −9,962−61.6% | Reduced |
| Lecap Asset Management Ltd | 6,193 | $1.08M | 0.29% | +6,193 | New |
| Jump Financial, LLC | 6,122 | $1.06M | 0.02% | +6,122 | New |
| State of Alaska, Department of Revenue | 6,110 | $1.06M | 0.01% | +40+0.7% | Added |
| TD Asset Management Inc | 5,900 | $1.02M | 0.00% | +100+1.7% | Added |
| Sendero Wealth Management, LLC | 5,822 | $1.01M | 0.15% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 5,779 | $1.00M | 0.05% | −1,647−22.2% | Reduced |
| Private Advisor Group, LLC | 5,664 | $983.6K | 0.01% | +1,934+51.8% | Added |
| Jones Financial Companies LLLP | 5,638 | $979.2K | 0.00% | +2,521+80.9% | Added |
| Kestra Advisory Services, LLC | 5,606 | $973.5K | 0.01% | +259+4.8% | Added |
| Williamson Legacy Group, LLC | 5,523 | $959.1K | 0.64% | +5,523 | New |
| Moneta Group Investment Advisors LLC | 5,501 | $955.3K | 0.01% | +305+5.9% | Added |
| Avantax Advisory Services, Inc. | 5,264 | $914.1K | 0.01% | −746−12.4% | Reduced |
| Marshall Financial Group LLC | 5,199 | $902.9K | 0.22% | +5,199 | New |
| Isthmus Partners, LLC | 5,080 | $882.2K | 0.11% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 5,057 | $878.2K | 0.00% | −179−3.4% | Reduced |
| State of Wisconsin Investment Board | 5,024 | $872.5K | 0.00% | +656+15.0% | Added |
| Omers Administration Corp | 5,000 | $868.3K | 0.01% | +5,000 | New |
| Bridges Investment Management Inc | 4,965 | $862.2K | 0.01% | +207+4.4% | Added |
| State of Wyoming | 4,920 | $854.4K | 0.11% | +1,587+47.6% | Added |
| Captrust Financial Advisors | 4,908 | $852.3K | 0.00% | +6+0.1% | Added |
| Naples Global Advisors, LLC | 4,830 | $838.8K | 0.08% | −1,070−18.1% | Reduced |
| Ethic Inc. | 4,786 | $831.2K | 0.02% | +4,786 | New |
| Bridgefront Capital, LLC | 4,714 | $818.6K | 0.28% | +4,714 | New |
| VELA Investment Management, LLC | 4,684 | $813.4K | 0.28% | 00.0% | Unchanged |
| Versor Investments LP | 4,671 | $811.2K | 0.14% | +4,671 | New |
| Crossmark Global Holdings, Inc. | 4,670 | $811.0K | 0.01% | −18−0.4% | Reduced |
| Creative Planning | 4,649 | $807.3K | 0.00% | +1,085+30.4% | Added |
| Gibbs Wealth Management | 4,614 | $801.3K | 0.22% | +730+18.8% | Added |
| Intrust Bank NA | 4,572 | $794.0K | 0.08% | −101−2.2% | Reduced |
| QRG Capital Management, Inc. | 4,548 | $789.7K | 0.01% | +716+18.7% | Added |
| Hanlon Investment Management, Inc. | 4,469 | $776.1K | 0.21% | −298−6.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,436 | $770.3K | 0.00% | −4,256−49.0% | Reduced |
| Kestra Private Wealth Services, LLC | 4,433 | $769.8K | 0.01% | +1,255+39.5% | Added |
| Studio Investment Management LLC | 4,418 | $767.2K | 0.16% | −126−2.8% | Reduced |
| Allianz Asset Management GmbH | 4,418 | $767.2K | 0.00% | +2,450+124.5% | Added |
| CAPROCK Group, Inc. | 4,394 | $763.2K | 0.02% | +16+0.4% | Added |
| Commerce Bank | 4,371 | $759.1K | 0.00% | −147−3.3% | Reduced |
| First Eagle Investment Management, LLC | 4,297 | $746.2K | 0.00% | +50+1.2% | Added |
| Clifford Group, LLC | 4,245 | $737.2K | 0.56% | −134−3.1% | Reduced |
| Los Angeles Capital Management LLC | 4,185 | $726.8K | 0.00% | +4,185 | New |
| Bleakley Financial Group, LLC | 4,178 | $725.6K | 0.02% | −97−2.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 4,100 | $712.0K | 0.14% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 4,072 | $707.0K | 0.11% | −2,571−38.7% | Reduced |
| Resources Management Corp | 4,068 | $706.0K | 0.10% | −168−4.0% | Reduced |
| Securian Asset Management, Inc | 4,051 | $703.5K | 0.02% | −105−2.5% | Reduced |
| Snowden Capital Advisors LLC | 4,015 | $697.2K | 0.02% | +1,042+35.0% | Added |
| Novem Group | 3,999 | $694.5K | 0.10% | +3,999 | New |
| Brookstone Capital Management | 3,985 | $692.1K | 0.01% | −256−6.0% | Reduced |
| Yorktown Management & Research Co Inc | 3,850 | $668.6K | 0.64% | 00.0% | Unchanged |
| M&T Bank Corp | 3,771 | $654.9K | 0.00% | +92+2.5% | Added |
| Beverly Hills Private Wealth, LLC | 3,766 | $653.9K | 0.13% | −791−17.4% | Reduced |
| Ronald Blue Trust, Inc. | 3,651 | $633.9K | 0.01% | −1,082−22.9% | Reduced |
| FORA Capital, LLC | 3,525 | $612.2K | 0.07% | +3,525 | New |
| Harvest Fund Management Co., Ltd | 3,468 | $602.0K | 0.03% | +3,087+810.2% | Added |
| Guggenheim Capital LLC | 3,423 | $594.4K | 0.00% | +3,423 | New |
| Aviva PLC | 3,321 | $576.7K | 0.00% | −806−19.5% | Reduced |
| Engineers Gate Manager LP | 3,311 | $575.0K | 0.01% | +3,311 | New |
| Cerity Partners LLC | 3,331 | $572.0K | 0.00% | +1,031+44.8% | Added |
| Pinebridge Investments, L.P. | 3,265 | $567.0K | 0.00% | +3,265 | New |
| Dynasty Wealth Management, LLC | 3,259 | $565.9K | 0.01% | −394−10.8% | Reduced |
| Two Sigma Investments, LP | 3,249 | $564.2K | 0.00% | +1,340+70.2% | Added |
| Glenmede Trust Co NA | 3,184 | $552.9K | 0.00% | −434−12.0% | Reduced |
| Baird Financial Group, Inc. | 3,143 | $545.8K | 0.00% | +3,143 | New |
| First Bank & Trust | 3,138 | $544.9K | 0.10% | +33+1.1% | Added |
| Alberta Investment Management Corp | 3,123 | $542.3K | 0.00% | −3,605−53.6% | Reduced |
| Clearstead Advisors, LLC | 3,071 | $533.3K | 0.01% | −254−7.6% | Reduced |
| Wealth Alliance | 3,048 | $529.3K | 0.06% | −79−2.5% | Reduced |
| Aigen Investment Management, LP | 2,983 | $518.0K | 0.09% | +2,983 | New |
| Maryland State Retirement & Pension System | 2,938 | $510.2K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,903 | $504.1K | 0.02% | +321+12.4% | Added |
| Sterling Capital Management LLC | 2,899 | $503.4K | 0.01% | +1,033+55.4% | Added |
| Axxcess Wealth Management, LLC | 2,866 | $497.7K | 0.01% | +1,258+78.2% | Added |
| Utah Retirement Systems | 2,800 | $486.2K | 0.01% | 00.0% | Unchanged |
| Bryce Point Capital, LLC | 2,760 | $479.3K | 0.14% | +2,760 | New |