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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.

Institutional holdersQ1 2025: 525 institutions
Q1 2021: 276 institutionsQ2 2021: 302 institutionsQ3 2021: 308 institutionsQ4 2021: 344 institutionsQ1 2022: 343 institutionsQ2 2022: 324 institutionsQ3 2022: 323 institutionsQ4 2022: 335 institutionsQ1 2023: 330 institutionsQ2 2023: 331 institutionsQ3 2023: 338 institutionsQ4 2023: 393 institutionsQ1 2024: 399 institutionsQ2 2024: 416 institutionsQ3 2024: 452 institutionsQ4 2024: 506 institutionsQ1 2025: 525 institutionsQ2 2025: 549 institutionsQ3 2025: 553 institutionsQ4 2025: 579 institutionsQ1 2026: 547 institutionsQ2 2026: 520 institutions
Value heldQ1 2025: $8.60B
Q1 2021: $3.47BQ2 2021: $4.31BQ3 2021: $4.78BQ4 2021: $5.21BQ1 2022: $4.42BQ2 2022: $3.86BQ3 2022: $3.71BQ4 2022: $4.35BQ1 2023: $4.40BQ2 2023: $4.92BQ3 2023: $5.39BQ4 2023: $6.45BQ1 2024: $6.81BQ2 2024: $7.19BQ3 2024: $8.36BQ4 2024: $9.29BQ1 2025: $8.60BQ2 2025: $9.93BQ3 2025: $10.9BQ4 2025: $9.30BQ1 2026: $7.72BQ2 2026: $7.40B
Institutions holding HLI and their total value by quarter
QuarterHoldersValue
Q2 2026520$7.40B
Q1 2026547$7.72B
Q4 2025579$9.30B
Q3 2025553$10.9B
Q2 2025549$9.93B
Q1 2025525$8.60B
Q4 2024506$9.29B
Q3 2024452$8.36B
Q2 2024416$7.19B
Q1 2024399$6.81B
Q4 2023393$6.45B
Q3 2023338$5.39B
Q2 2023331$4.92B
Q1 2023330$4.40B
Q4 2022335$4.35B
Q3 2022323$3.71B
Q2 2022324$3.86B
Q1 2022343$4.42B
Q4 2021344$5.21B
Q3 2021308$4.78B
Q2 2021302$4.31B
Q1 2021276$3.47B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q4 2024.

Institutions holding HLI in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
TFC Financial Management1$1620.00%00.0%Unchanged
MV Capital Management, Inc.1$1620.00%+1New
Financial Management Professionals, Inc.2$3230.00%00.0%Unchanged
Parkworth Wealth Management, Inc.2$3230.00%00.0%Unchanged
Rothschild Investment LLC2$3230.00%+1+100.0%Added
Bay Harbor Wealth Management, LLC2$3230.00%+2New
American Capital Advisory, LLC2$3230.00%+2New
HFM Investment Advisors, LLC2$3230.00%+2New
Sachetta, LLC3$4850.00%00.0%Unchanged
Hughes Financial Services, LLC3$4920.00%+3New
WealthTrak Capital Management LLC5$8080.00%00.0%Unchanged
CVA Family Office, LLC5$8080.00%+5New
South State Corp.6$9690.00%+6New
Perkins Coie Trust Co6$9690.00%+6New
SJS Investment Consulting Inc.10$1.61K0.00%00.0%Unchanged
Hexagon Capital Partners LLC10$1.61K0.00%+1+11.1%Added
Horizon Investments, LLC11$1.78K0.00%00.0%Unchanged
True Wealth Design, LLC11$1.78K0.00%+11New
DiNuzzo Private Wealth, Inc.13$2.10K0.00%+1+8.3%Added
Highline Wealth Partners LLC13$2.10K0.00%+13New
Salem Investment Counselors Inc14$2.26K0.00%00.0%Unchanged
Hollencrest Capital Management14$2.26K0.00%00.0%Unchanged
Continuum Advisory, LLC15$2.42K0.00%00.0%Unchanged
Beacon Capital Management, LLC15$2.42K0.00%00.0%Unchanged
Activest Wealth Management17$2.75K0.00%+17New
WPG Advisers, LLC18$2.91K0.00%+14+350.0%Added
Whipplewood Advisors, LLC104$3.07K0.00%+72+225.0%Added
Quent Capital, LLC20$3.23K0.00%−5−20.0%Reduced
Private Wealth Management Group, LLC21$3.39K0.00%00.0%Unchanged
Bellevue Asset Management, LLC24$3.88K0.00%00.0%Unchanged
Creative Financial Designs Inc25$4.04K0.00%+7+38.9%Added
NewSquare Capital LLC25$4.04K0.00%+23+1,150.0%Added
Retirement Wealth Solutions LLC26$4.17K0.00%−16−38.1%Reduced
Sunbelt Securities, Inc.29$4.68K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.29$4.68K0.00%00.0%Unchanged
North Star Investment Management Corp.29$4.71K0.00%00.0%Unchanged
Atlantic Trust, LLC32$5.17K0.00%+32New
Westside Investment Management, Inc.32$5.25K0.00%00.0%Unchanged
CoreCap Advisors, LLC34$5.49K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC35$5.65K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc35$5.65K0.00%+16+84.2%Added
TD Capital Management LLC35$5.69K0.00%00.0%Unchanged
Millstone Evans Group, LLC36$5.81K0.00%+36New
Carolinas Wealth Consulting LLC37$5.98K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC38$6.15K0.01%+23+153.3%Added
Washington Trust Co38$6.18K0.00%−10−20.8%Reduced
JFS Wealth Advisors, LLC39$6.30K0.00%00.0%Unchanged
First Pacific Financial41$6.62K0.00%+17+70.8%Added
SBI Securities Co., Ltd.44$7.11K0.00%−29−39.7%Reduced
Cullen/Frost Bankers, Inc.44$7.15K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC52$7.36K0.00%−17−24.6%Reduced
Hemington Wealth Management54$8.00K0.00%+13+31.7%Added
Harbor Investment Advisory, LLC50$8.07K0.00%00.0%Unchanged
TD Private Client Wealth LLC55$8.88K0.00%+12+27.9%Added
Arlington Trust Co LLC56$9.04K0.00%00.0%Unchanged
City Holding Co57$9.21K0.00%+57New
SRS Capital Advisors, Inc.66$10.7K0.00%+26+65.0%Added
Key Financial Inc67$10.8K0.00%00.0%Unchanged
Spire Wealth Management77$12.4K0.00%−12−13.5%Reduced
Bryn Mawr Trust Co78$12.6K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.78$12.6K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.92$15.0K0.00%+92New
Larson Financial Group LLC93$15.0K0.00%+44+89.8%Added
Bell Investment Advisors, Inc95$15.3K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.95$15.4K0.00%+3+3.3%Added
Iron Horse Wealth Management, LLC96$15.5K0.00%00.0%Unchanged
Fortitude Family Office, LLC99$16.0K0.01%00.0%Unchanged
MAI Capital Management100$16.1K0.00%00.0%Unchanged
Cornerstone Planning Group LLC108$16.8K0.00%+43+66.2%Added
HHM Wealth Advisors, LLC104$16.8K0.00%00.0%Unchanged
Headlands Technologies LLC107$17.3K0.00%+107New
Massmutual Trust Co FSB108$17.4K0.00%+74+217.6%Added
Rise Advisors, LLC114$18.4K0.01%−39−25.5%Reduced
Marshall & Sterling Wealth Advisors Inc.116$18.7K0.01%+116New
Alpine Bank Wealth Management117$18.9K0.00%+117New
Parkside Financial Bank & Trust121$19.5K0.00%−136−52.9%Reduced
Painted Porch Advisors LLC131$21.2K0.01%00.0%Unchanged
Ameriflex Group, Inc.132$21.3K0.01%00.0%Unchanged
FWL Investment Management, LLC138$22.3K0.01%00.0%Unchanged
Bogart Wealth, LLC152$24.5K0.00%+80+111.1%Added
Private Trust Co NA169$27.3K0.00%00.0%Unchanged
Ameliora Wealth Management Ltd.169$27.3K0.01%00.0%Unchanged
Nomura Asset Management Co Ltd170$27.5K0.00%00.0%Unchanged
Optiver Holding B.V.174$28.1K0.00%+174New
Motco179$28.9K0.00%+179New
UMA Financial Services, Inc.200$32.3K0.01%00.0%Unchanged
Skopos Labs, Inc.205$33.1K0.01%+205New
CBIZ Investment Advisory Services, LLC215$34.7K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC217$35.0K0.00%00.0%Unchanged
Global Financial Private Client, LLC232$37.5K0.01%+35+17.8%Added
TCTC Holdings, LLC232$37.5K0.00%+118+103.5%Added
Wolff Wiese Magana LLC241$38.9K0.03%00.0%Unchanged
Caitong International Asset Management Co., Ltd267$43.1K0.03%+260+3,714.3%Added
Clark Wealth Partners275$44.4K0.03%00.0%Unchanged
Golden State Wealth Management, LLC305$49.3K0.01%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.334$53.9K0.01%+334New
Emerald Advisers, LLC345$55.7K0.00%00.0%Unchanged
Versant Capital Management, Inc363$58.6K0.01%+320+744.2%Added
Eastern Bank400$64.6K0.00%+400New
Farther Finance Advisors, LLC394$64.7K0.00%−588−59.9%Reduced