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 |
|---|---|---|---|---|---|
| Portside Wealth Group, LLC | 2,754 | $478.3K | 0.08% | +298+12.1% | Added |
| National Asset Management, Inc. | 2,645 | $459.4K | 0.02% | +2,645 | New |
| Mercer Global Advisors Inc | 2,626 | $456.0K | 0.00% | −1,815−40.9% | Reduced |
| Custom Index Systems, LLC | 2,590 | $449.8K | 0.24% | −12−0.5% | Reduced |
| Outlook Wealth Advisors, LLC | 2,550 | $442.8K | 0.13% | +2,550 | New |
| Tower Research Capital LLC (TRC) | 2,548 | $442.5K | 0.01% | −372−12.7% | Reduced |
| Bayforest Capital Ltd | 2,528 | $439.0K | 0.55% | +2,528 | New |
| PDT Partners, LLC | 2,522 | $438.0K | 0.04% | 00.0% | Unchanged |
| ProShare Advisors LLC | 2,507 | $435.4K | 0.00% | +192+8.3% | Added |
| Riverwater Partners LLC | 2,470 | $428.9K | 0.21% | +2+0.1% | Added |
| Hantz Financial Services, Inc. | 2,426 | $421.0K | 0.01% | −808−25.0% | Reduced |
| Walleye Trading LLC | 2,410 | $418.5K | 0.01% | +2,410 | New |
| Financial Advocates Investment Management | 2,381 | $413.5K | 0.02% | +2,381 | New |
| Quest Partners LLC | 2,376 | $412.6K | 0.05% | +1,796+309.7% | Added |
| Squarepoint Ops LLC | 2,350 | $408.1K | 0.00% | −6,131−72.3% | Reduced |
| NewEdge Wealth, LLC | 2,339 | $406.2K | 0.01% | +695+42.3% | Added |
| HighPoint Advisor Group LLC | 2,247 | $404.1K | 0.02% | +642+40.0% | Added |
| Trajan Wealth LLC | 2,321 | $403.1K | 0.02% | −76−3.2% | Reduced |
| Wealthcare Capital Partners, LLC | 2,294 | $398.3K | 0.21% | +2,294 | New |
| Vident Advisory, LLC | 2,271 | $394.5K | 0.01% | −116−4.9% | Reduced |
| Proequities, Inc. | 2,089 | $388.9K | 0.02% | −82−3.8% | Reduced |
| Voya Financial Advisors, Inc. | 2,155 | $374.3K | 0.04% | −175−7.5% | Reduced |
| Equitable Trust Co | 2,151 | $373.5K | 0.02% | −1,741−44.7% | Reduced |
| Virtu Financial LLC | 2,139 | $371.0K | 0.02% | +2,139 | New |
| Net Worth Advisory Group | 2,071 | $359.6K | 0.11% | +15+0.7% | Added |
| Shelton Capital Management | 2,055 | $356.9K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 2,035 | $353.4K | 0.01% | +2,035 | New |
| Vista Finance, LLC | 2,002 | $347.7K | 0.36% | +2,002 | New |
| OneAscent Financial Services LLC | 1,989 | $345.0K | 0.03% | −109−5.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,979 | $343.7K | 0.01% | +19+1.0% | Added |
| Berry Wealth Group, LP | 1,978 | $343.5K | 0.25% | −231−10.5% | Reduced |
| J2 Capital Management Inc | 1,929 | $335.0K | 0.31% | +1,929 | New |
| Axq Capital, LP | 1,927 | $334.6K | 0.15% | +1,927 | New |
| Ci Investments Inc. | 1,904 | $331.0K | 0.00% | +489+34.6% | Added |
| Dark Forest Capital Management LP | 1,875 | $325.6K | 0.05% | +1,875 | New |
| Petrus Trust Company, LTA | 1,833 | $318.3K | 0.03% | +1,833 | New |
| Norden Group LLC | 1,770 | $307.4K | 0.03% | +199+12.7% | Added |
| Commonwealth Equity Services, LLC | 1,763 | $306.0K | 0.00% | −59−3.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,758 | $305.3K | 0.02% | +314+21.7% | Added |
| GAMMA Investing LLC | 1,730 | $300.4K | 0.03% | +307+21.6% | Added |
| Anb Bank | 1,726 | $299.7K | 0.13% | +1,726 | New |
| Rehmann Capital Advisory Group | 1,720 | $298.9K | 0.02% | +31+1.8% | Added |
| Hamilton Capital Partners Inc. | 1,716 | $298.0K | 0.02% | +54+3.2% | Added |
| SFMG, LLC | 1,712 | $297.3K | 0.02% | +3+0.2% | Added |
| Cynosure Management, LLC | 1,679 | $291.6K | 0.04% | −584−25.8% | Reduced |
| Fedenia Advisers LLC | 1,671 | $290.2K | 0.17% | +1,671 | New |
| FourThought Financial Partners, LLC | 1,657 | $287.8K | 0.03% | −49−2.9% | Reduced |
| Benjamin Edwards Inc | 1,636 | $284.1K | 0.00% | +88+5.7% | Added |
| Bessemer Group Inc | 1,629 | $283.0K | 0.00% | −291−15.2% | Reduced |
| Atria Wealth Solutions, Inc. | 1,625 | $282.2K | 0.00% | +95+6.2% | Added |
| CIBC Asset Management Inc | 1,617 | $280.8K | 0.00% | +77+5.0% | Added |
| R Squared Ltd | 1,617 | $280.8K | 0.27% | +1,617 | New |
| Serenus Wealth Advisors, LLC | 1,610 | $279.6K | 0.05% | +1,610 | New |
| OneAscent Wealth Management LLC | 1,579 | $274.0K | 0.11% | −507−24.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,577 | $274.0K | 0.00% | +1,577 | New |
| Wolverine Trading, LLC | 1,552 | $269.6K | 0.01% | +1,552 | New |
| Fifth Third Wealth Advisors LLC | 1,542 | $267.8K | 0.01% | 00.0% | Unchanged |
| Argent Trust Co | 1,493 | $259.3K | 0.01% | −87−5.5% | Reduced |
| Thoroughbred Financial Services, LLC | 1,495 | $259.0K | 0.02% | 00.0% | Unchanged |
| David Loasby | 1,532 | $257.6K | 0.02% | +70+4.8% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,480 | $257.0K | 0.14% | −4−0.3% | Reduced |
| Moloney Securities Asset Management, LLC | 1,477 | $256.5K | 0.03% | −10−0.7% | Reduced |
| Nebula Research & Development LLC | 1,456 | $252.8K | 0.03% | +1,456 | New |
| Quantinno Capital Management LP | 1,453 | $252.4K | 0.00% | +1,453 | New |
| Vestmark Advisory Solutions, Inc. | 1,415 | $245.7K | 0.01% | −67−4.5% | Reduced |
| Callan Family Office, LLC | 1,413 | $245.4K | 0.02% | +1,413 | New |
| Steward Partners Investment Advisory, LLC | 1,411 | $245.0K | 0.00% | −70−4.7% | Reduced |
| TrinityPoint Wealth, LLC | 1,411 | $245.0K | 0.03% | +1,411 | New |
| Scissortail Wealth Management, LLC | 1,406 | $244.2K | 0.06% | +1,398+17,475.0% | Added |
| PFW Advisors LLC | 1,402 | $243.5K | 0.07% | +1,402 | New |
| Ritholtz Wealth Management | 1,389 | $241.1K | 0.01% | −30−2.1% | Reduced |
| Nisa Investment Advisors, LLC | 1,387 | $240.9K | 0.00% | +150+12.1% | Added |
| Okabena Investment Services Inc | 1,382 | $240.0K | 0.07% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,327 | $230.4K | 0.01% | −204−13.3% | Reduced |
| Stephenson National Bank & Trust | 1,318 | $228.9K | 0.08% | −611−31.7% | Reduced |
| Huntington National Bank | 1,316 | $228.5K | 0.00% | −119−8.3% | Reduced |
| Strategy Asset Managers LLC | 1,305 | $226.7K | 0.04% | +1,305 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,304 | $226.5K | 0.01% | −15−1.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,295 | $224.9K | 0.09% | −2,527−66.1% | Reduced |
| Jefferies Financial Group Inc. | 1,275 | $221.4K | 0.00% | −768−37.6% | Reduced |
| Rafferty Asset Management, LLC | 1,224 | $212.6K | 0.00% | +1,224 | New |
| RSM US Wealth Management LLC | 1,219 | $211.7K | 0.00% | −392−24.3% | Reduced |
| Sherbrooke Park Advisers LLC | 1,205 | $209.3K | 0.07% | +1,205 | New |
| Longboard Asset Management, LP | 1,198 | $208.0K | 0.55% | +1,198 | New |
| Steel Peak Wealth Management LLC | 1,190 | $206.7K | 0.01% | +1,190 | New |
| Meeder Advisory Services, Inc. | 1,176 | $204.2K | 0.01% | +1,176 | New |
| Johnson Investment Counsel Inc | 1,176 | $204.2K | 0.00% | +1,176 | New |
| Sequoia Financial Advisors, LLC | 1,161 | $201.6K | 0.00% | +1,161 | New |
| Manchester Capital Management LLC | 1,139 | $197.8K | 0.02% | −1−0.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,113 | $193.3K | 0.00% | +296+36.2% | Added |
| Point72 (DIFC) Ltd | 1,088 | $189.0K | 0.02% | +1,088 | New |
| Smartleaf Asset Management LLC | 1,083 | $188.1K | 0.02% | +5+0.5% | Added |
| Principal Securities, Inc. | 1,048 | $182.0K | 0.00% | +45+4.5% | Added |
| IFP Advisors, Inc | 1,005 | $178.7K | 0.01% | +36+3.7% | Added |
| Farther Finance Advisors, LLC | 982 | $170.5K | 0.01% | +166+20.3% | Added |
| Umb Bank N A | 902 | $156.6K | 0.00% | +45+5.3% | Added |
| AdvisorNet Financial, Inc | 860 | $149.3K | 0.01% | −1−0.1% | Reduced |
| Values First Advisors, Inc. | 840 | $145.9K | 0.08% | −487−36.7% | Reduced |
| Global Retirement Partners, LLC | 753 | $130.7K | 0.00% | −31−4.0% | Reduced |
| Venturi Wealth Management, LLC | 727 | $126.3K | 0.01% | +675+1,298.1% | Added |