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, Q1 2025
Institutional positions in Houlihan Lokey, Inc. as of Mar 31, 2025. 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
- 525
- +25 vs. Q4 2024
- Shares held
- 53.2M
- −111.5K (−0.2%) vs. Q4 2024
- Total value
- $8.60B
- −$670.1M (−7.2%) vs. Q4 2024
- New holders
- 78
- 202 more added
- Sold out
- 53
- 171 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,619,779 | $907.6M | 0.02% | +253,246+4.7% | Added |
| Vanguard Group Inc | 5,306,604 | $857.0M | 0.02% | +41,030+0.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,926,959 | $472.7M | 1.16% | −354,335−10.8% | Reduced |
| Earnest Partners LLC | 2,648,908 | $427.8M | 2.05% | −318,651−10.7% | Reduced |
| State Street Corp | 1,736,050 | $280.4M | 0.01% | +39,254+2.3% | Added |
| FMR LLC | 1,683,934 | $272.0M | 0.02% | −191,286−10.2% | Reduced |
| Wellington Management Group LLP | 1,395,148 | $225.3M | 0.04% | −104,531−7.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,201,546 | $194.1M | 0.13% | −96,369−7.4% | Reduced |
| Burgundy Asset Management Ltd. | 1,189,822 | $192.2M | 1.99% | −62,009−5.0% | Reduced |
| Bamco Inc | 1,144,179 | $184.8M | 0.54% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,020,458 | $164.9M | 0.01% | +53,982+5.6% | Added |
| Bank of America Corp | 1,000,520 | $161.6M | 0.01% | −78,954−7.3% | Reduced |
| Invesco Ltd. | 916,012 | $147.9M | 0.03% | −125,189−12.0% | Reduced |
| Capital International Investors | 794,911 | $128.4M | 0.03% | +1,619+0.2% | Added |
| Raymond James Financial Inc | 792,076 | $127.9M | 0.05% | −34,590−4.2% | Reduced |
| Fiduciary Management Inc | 754,941 | $121.9M | 1.18% | −454,289−37.6% | Reduced |
| Neuberger Berman Group LLC | 700,651 | $113.2M | 0.09% | −240,279−25.5% | Reduced |
| Norges Bank | 673,964 | $108.8M | 0.02% | +17,241+2.6% | Added |
| Clearbridge Investments, LLC | 633,966 | $102.4M | 0.09% | −1,394−0.2% | Reduced |
| SEI Investments Co | 604,380 | $97.6M | 0.13% | −132,338−18.0% | Reduced |
| Charles Schwab Investment Management Inc | 598,767 | $96.7M | 0.02% | −4,189−0.7% | Reduced |
| Ameriprise Financial Inc | 595,275 | $96.1M | 0.03% | −177,514−23.0% | Reduced |
| Dimensional Fund Advisors LP | 557,799 | $90.1M | 0.02% | +8,733+1.6% | Added |
| Morgan Stanley | 546,798 | $88.3M | 0.01% | −15,625−2.8% | Reduced |
| Northern Trust Corp | 540,106 | $87.2M | 0.01% | −80,218−12.9% | Reduced |
| Alliancebernstein L.P. | 507,581 | $82.0M | 0.03% | −25,759−4.8% | Reduced |
| Congress Asset Management Co | 504,149 | $81.4M | 0.61% | +504,149 | New |
| Capital Research Global Investors | 504,055 | $81.4M | 0.02% | +504,055 | New |
| First Trust Advisors LP | 498,678 | $80.5M | 0.07% | +34,579+7.5% | Added |
| Envestnet Asset Management Inc | 495,239 | $80.0M | 0.03% | −24,184−4.7% | Reduced |
| Thrivent Financial for Lutherans | 493,679 | $79.8M | 0.18% | −155,057−23.9% | Reduced |
| Bank of New York Mellon Corp | 484,041 | $78.2M | 0.02% | −2,923−0.6% | Reduced |
| Goldman Sachs Group Inc | 415,743 | $67.1M | 0.01% | +22,553+5.7% | Added |
| GW&K Investment Management, LLC | 415,277 | $67.1M | 0.62% | −10,850−2.5% | Reduced |
| Wells Fargo & Company | 402,806 | $65.1M | 0.02% | −40,229−9.1% | Reduced |
| Natixis Advisors, L.P. | 402,763 | $65.0M | 0.12% | +11,709+3.0% | Added |
| Van Berkom & Associates Inc. | 401,840 | $64.9M | 2.08% | −3,782−0.9% | Reduced |
| Jennison Associates LLC | 344,604 | $55.7M | 0.04% | +37,300+12.1% | Added |
| Woodley Farra Manion Portfolio Management Inc | 289,790 | $46.8M | 2.33% | −4,355−1.5% | Reduced |
| Westfield Capital Management Co LP | 286,288 | $46.2M | 0.22% | +286,288 | New |
| Ancora Advisors, LLC | 280,372 | $45.3M | 1.01% | −3,399−1.2% | Reduced |
| Handelsbanken Fonder AB | 275,458 | $44.5M | 0.18% | +262,000+1,946.8% | Added |
| Fiera Capital Corp | 275,329 | $44.5M | 0.16% | −2,138−0.8% | Reduced |
| Franklin Resources Inc | 261,199 | $42.2M | 0.01% | −9,012−3.3% | Reduced |
| HighTower Advisors, LLC | 239,824 | $38.7M | 0.05% | −4,733−1.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 239,522 | $38.7M | 0.15% | +220,632+1,168.0% | Added |
| UBS Group AG | 236,205 | $38.1M | 0.01% | −2,761−1.2% | Reduced |
| Argent Capital Management LLC | 235,575 | $38.0M | 1.16% | −6,876−2.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 228,431 | $36.9M | 0.12% | +50,295+28.2% | Added |
| JPMorgan Chase & Co | 201,790 | $32.6M | 0.00% | +70,694+53.9% | Added |
| Barlow Wealth Partners, Inc. | 203,814 | $32.5M | 4.26% | +2,164+1.1% | Added |
| Eventide Asset Management, LLC | 196,636 | $31.7M | 0.63% | +19,402+10.9% | Added |
| Public Employees Retirement Association of Colorado | 193,246 | $31.2M | 0.13% | 00.0% | Unchanged |
| Brown Advisory Inc | 187,791 | $30.3M | 0.04% | −4,405−2.3% | Reduced |
| Champlain Investment Partners, LLC | 185,255 | $29.9M | 0.22% | +185,255 | New |
| UBS Asset Management Americas Inc | 180,634 | $29.2M | 0.01% | +1,467+0.8% | Added |
| BNP Paribas Arbitrage, SA | 168,876 | $27.3M | 0.02% | +82,279+95.0% | Added |
| Flputnam Investment Management Co | 165,024 | $26.7M | 0.50% | −4,857−2.9% | Reduced |
| Rhumbline Advisers | 162,349 | $26.2M | 0.02% | −3,689−2.2% | Reduced |
| Macquarie Group Ltd | 160,349 | $25.9M | 0.03% | −956−0.6% | Reduced |
| Nordea Investment Management AB | 162,704 | $25.7M | 0.03% | −114,304−41.3% | Reduced |
| Renaissance Technologies LLC | 150,700 | $24.3M | 0.04% | +113,700+307.3% | Added |
| Nuveen, LLC | 145,376 | $23.5M | 0.01% | +145,376 | New |
| New York State Common Retirement Fund | 144,281 | $23.3M | 0.03% | −30,071−17.2% | Reduced |
| Barclays PLC | 143,149 | $23.1M | 0.01% | +84,727+145.0% | Added |
| Alps Advisors Inc | 128,160 | $20.7M | 0.12% | +8,177+6.8% | Added |
| Principal Financial Group Inc | 124,417 | $20.1M | 0.01% | +1,511+1.2% | Added |
| GHP Investment Advisors, Inc. | 120,262 | $19.4M | 0.93% | −3,581−2.9% | Reduced |
| Millennium Management LLC | 117,422 | $19.0M | 0.02% | +117,422 | New |
| Point72 Asset Management, L.P. | 114,422 | $18.5M | 0.05% | −5,947−4.9% | Reduced |
| Schroder Investment Management Group | 116,697 | $18.4M | 0.02% | +1,162+1.0% | Added |
| Legal & General Group Plc | 110,231 | $17.8M | 0.00% | +5,270+5.0% | Added |
| Qube Research & Technologies Ltd | 108,102 | $17.5M | 0.03% | +18,404+20.5% | Added |
| Swiss National Bank | 104,136 | $16.8M | 0.01% | −800−0.8% | Reduced |
| Russell Investments Group, Ltd. | 103,885 | $16.8M | 0.02% | +25,183+32.0% | Added |
| LPL Financial LLC | 95,038 | $15.3M | 0.01% | +10,879+12.9% | Added |
| Citadel Advisors LLC | 94,794 | $15.3M | 0.01% | −153,503−61.8% | Reduced |
| California Public Employees Retirement System | 91,930 | $14.8M | 0.01% | −589−0.6% | Reduced |
| Voloridge Investment Management, LLC | 91,022 | $14.7M | 0.05% | +73,222+411.4% | Added |
| Janney Montgomery Scott LLC | 90,681 | $14.6M | 0.04% | −4,617−4.8% | Reduced |
| Stifel Financial Corp | 88,113 | $14.2M | 0.02% | −6,060−6.4% | Reduced |
| Prudential Financial Inc | 80,481 | $13.0M | 0.02% | −266,988−76.8% | Reduced |
| Montanaro Asset Management Ltd | 79,500 | $12.8M | 3.77% | −15,500−16.3% | Reduced |
| Royce & Associates LP | 77,014 | $12.4M | 0.13% | −22,154−22.3% | Reduced |
| StonePine Asset Management Inc. | 69,395 | $11.2M | 0.08% | +8,400+13.8% | Added |
| Whittier Trust Co | 68,106 | $11.0M | 0.15% | +1,496+2.2% | Added |
| Segall Bryant & Hamill, LLC | 67,986 | $11.0M | 0.17% | −1,921−2.7% | Reduced |
| Retirement Systems of Alabama | 65,757 | $10.6M | 0.04% | +601+0.9% | Added |
| Congress Wealth Management LLC | 63,750 | $10.3M | 0.12% | +63,750 | New |
| Pier Capital, LLC | 60,563 | $9.78M | 1.64% | +28,670+89.9% | Added |
| Rheos Capital Works Inc. | 60,400 | $9.76M | 0.79% | −13,000−17.7% | Reduced |
| Mutual of America Capital Management LLC | 60,244 | $9.73M | 0.11% | −2,020−3.2% | Reduced |
| Amundi | 63,433 | $9.72M | 0.00% | +50,847+404.0% | Added |
| Corebridge Financial, Inc. | 59,722 | $9.65M | 0.06% | −960−1.6% | Reduced |
| Victory Capital Management Inc | 59,613 | $9.63M | 0.01% | −2,621−4.2% | Reduced |
| STRS Ohio | 59,125 | $9.55M | 0.04% | −1,488−2.5% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 56,574 | $9.14M | 2.46% | −2,336−4.0% | Reduced |
| Aptus Capital Advisors, LLC | 51,901 | $8.38M | 0.10% | +5,843+12.7% | Added |
| Van Eck Associates Corp | 51,901 | $8.38M | 0.01% | +5,044+10.8% | Added |
| Hantz Financial Services, Inc. | 51,555 | $8.33M | 0.15% | +49,129+2,025.1% | Added |