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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 450 | $72.7K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 500 | $81.0K | 0.00% | +500 | New |
| Harvest Fund Management Co., Ltd | 521 | $84.0K | 0.00% | −2,947−85.0% | Reduced |
| First Horizon Advisors, Inc. | 550 | $88.8K | 0.00% | +82+17.5% | Added |
| Quarry LP | 561 | $90.6K | 0.02% | +561 | New |
| Brown Brothers Harriman & Co | 563 | $90.9K | 0.00% | −92−14.0% | Reduced |
| Mather Group, LLC. | 624 | $100.8K | 0.00% | +40+6.8% | Added |
| Allworth Financial LP | 636 | $101.7K | 0.00% | +40+6.7% | Added |
| Signaturefd, LLC | 644 | $104.0K | 0.00% | +297+85.6% | Added |
| Park Place Capital Corp | 749 | $121.0K | 0.03% | +242+47.7% | Added |
| Parallel Advisors, LLC | 819 | $132.3K | 0.00% | +102+14.2% | Added |
| Lindbrook Capital, LLC | 865 | $139.7K | 0.01% | +726+522.3% | Added |
| Northwestern Mutual Wealth Management Co | 867 | $140.0K | 0.00% | −246−22.1% | Reduced |
| AdvisorNet Financial, Inc | 881 | $142.3K | 0.01% | +21+2.4% | Added |
| Covestor Ltd | 990 | $160.0K | 0.11% | +369+59.4% | Added |
| Coldstream Capital Management Inc | 1,032 | $166.7K | 0.00% | +1,032 | New |
| Smartleaf Asset Management LLC | 1,097 | $173.4K | 0.02% | +14+1.3% | Added |
| Principal Securities, Inc. | 1,048 | $182.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,190 | $192.2K | 0.02% | +51+4.5% | Added |
| Stephenson National Bank & Trust | 1,237 | $199.8K | 0.07% | −81−6.1% | Reduced |
| Strategy Asset Managers LLC | 1,242 | $200.6K | 0.04% | −63−4.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,294 | $209.0K | 0.01% | −10−0.8% | Reduced |
| Virginia Retirement Systems Et Al | 1,300 | $209.9K | 0.00% | +1,300 | New |
| Impact Capital Partners LLC | 1,303 | $210.4K | 0.08% | +1,303 | New |
| Resources Investment Advisors, LLC. | 1,303 | $210.5K | 0.00% | +1,303 | New |
| Huntington National Bank | 1,304 | $210.6K | 0.00% | −12−0.9% | Reduced |
| SG Americas Securities, LLC | 1,321 | $213.0K | 0.00% | −16,760−92.7% | Reduced |
| Profund Advisors LLC | 1,321 | $213.3K | 0.01% | −6−0.5% | Reduced |
| Wallace Advisory Group, LLC | 1,236 | $214.6K | 0.15% | +1,236 | New |
| Corton Capital Inc. | 1,352 | $218.3K | 0.72% | +1,352 | New |
| SCS Capital Management LLC | 1,355 | $218.8K | 0.00% | +1,355 | New |
| Umb Bank N A | 1,372 | $221.6K | 0.00% | +470+52.1% | Added |
| Okabena Investment Services Inc | 1,382 | $223.2K | 0.06% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 1,385 | $223.7K | 0.08% | +1,385 | New |
| Nisa Investment Advisors, LLC | 1,387 | $224.0K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,394 | $225.1K | 0.01% | +5+0.4% | Added |
| PFW Advisors LLC | 1,402 | $226.4K | 0.07% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,405 | $226.9K | 0.03% | −72−4.9% | Reduced |
| Scissortail Wealth Management, LLC | 1,406 | $227.1K | 0.06% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 1,423 | $230.8K | 0.02% | +1,423 | New |
| Riverwater Partners LLC | 1,456 | $235.1K | 0.12% | −1,014−41.1% | Reduced |
| Rehmann Capital Advisory Group | 1,477 | $238.6K | 0.02% | −243−14.1% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,480 | $239.0K | 0.13% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,485 | $240.0K | 0.10% | −94−6.0% | Reduced |
| Thoroughbred Financial Services, LLC | 1,495 | $241.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,501 | $242.0K | 0.00% | −128−7.9% | Reduced |
| Callan Family Office, LLC | 1,500 | $242.3K | 0.02% | +87+6.2% | Added |
| Crawford Fund Management, LLC | 1,500 | $242.3K | 0.16% | +1,500 | New |
| Fifth Third Wealth Advisors LLC | 1,547 | $249.8K | 0.01% | +5+0.3% | Added |
| TrueMark Investments, LLC | 1,584 | $255.8K | 0.07% | +1,584 | New |
| Serenus Wealth Advisors, LLC | 1,610 | $260.0K | 0.04% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 1,623 | $262.1K | 0.17% | −48−2.9% | Reduced |
| Atria Wealth Solutions, Inc. | 1,626 | $262.7K | 0.00% | +1+0.1% | Added |
| CIBC Asset Management Inc | 1,644 | $265.5K | 0.00% | +27+1.7% | Added |
| Hamilton Capital Partners Inc. | 1,668 | $269.4K | 0.02% | −48−2.8% | Reduced |
| FourThought Financial Partners, LLC | 1,677 | $270.8K | 0.03% | +20+1.2% | Added |
| J2 Capital Management Inc | 1,685 | $272.1K | 0.25% | −244−12.6% | Reduced |
| Net Worth Advisory Group | 1,687 | $272.4K | 0.09% | −384−18.5% | Reduced |
| PharVision Advisers, LLC | 1,698 | $274.2K | 0.38% | +1,698 | New |
| IFP Advisors, Inc | 1,678 | $275.1K | 0.01% | +673+67.0% | Added |
| SFMG, LLC | 1,711 | $276.3K | 0.02% | −1−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 1,717 | $277.0K | 0.00% | −46−2.6% | Reduced |
| Twinbeech Capital LP | 1,718 | $277.5K | 0.01% | +1,718 | New |
| MQS Management LLC | 1,739 | $280.8K | 0.16% | +1,739 | New |
| Anb Bank | 1,761 | $284.4K | 0.13% | +35+2.0% | Added |
| Berry Wealth Group, LP | 1,838 | $296.8K | 0.23% | −140−7.1% | Reduced |
| R Squared Ltd | 1,841 | $297.3K | 0.32% | +224+13.9% | Added |
| AE Wealth Management LLC | 1,845 | $297.9K | 0.00% | +1,845 | New |
| Tower Research Capital LLC (TRC) | 1,845 | $298.0K | 0.01% | −703−27.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,855 | $299.6K | 0.08% | +1,855 | New |
| Cassaday & Co Wealth Management LLC | 1,860 | $300.4K | 0.01% | −119−6.0% | Reduced |
| Shelton Capital Management | 1,924 | $310.7K | 0.01% | −131−6.4% | Reduced |
| Sowell Financial Services LLC | 1,939 | $313.2K | 0.01% | +1,939 | New |
| We Are One Seven, LLC | 1,963 | $317.0K | 0.01% | +1,963 | New |
| National Bank of Canada | 1,990 | $321.3K | 0.00% | +1,990 | New |
| NewEdge Wealth, LLC | 1,991 | $321.5K | 0.01% | −348−14.9% | Reduced |
| Versor Investments LP | 2,000 | $323.0K | 0.05% | −2,671−57.2% | Reduced |
| Voya Financial Advisors, Inc. | 2,063 | $326.2K | 0.04% | −92−4.3% | Reduced |
| EverSource Wealth Advisors, LLC | 2,048 | $330.7K | 0.02% | +290+16.5% | Added |
| Alliance Wealth Advisors, LLC | 2,072 | $334.6K | 0.09% | +2,072 | New |
| Cynosure Management, LLC | 2,112 | $341.1K | 0.05% | +433+25.8% | Added |
| Ci Investments Inc. | 2,126 | $343.0K | 0.00% | +222+11.7% | Added |
| Vista Finance, LLC | 2,141 | $345.8K | 0.30% | +139+6.9% | Added |
| Equitable Trust Co | 2,151 | $347.4K | 0.02% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 2,200 | $355.3K | 0.00% | +2,200 | New |
| Trajan Wealth LLC | 2,231 | $360.3K | 0.02% | −90−3.9% | Reduced |
| HighPoint Advisor Group LLC | 2,231 | $361.9K | 0.02% | −16−0.7% | Reduced |
| KBC Group NV | 2,295 | $371.0K | 0.00% | −17,608−88.5% | Reduced |
| ProShare Advisors LLC | 2,301 | $371.6K | 0.00% | −206−8.2% | Reduced |
| Wealthcare Capital Partners, LLC | 2,302 | $371.8K | 0.19% | +8+0.3% | Added |
| Financial Advocates Investment Management | 2,449 | $395.6K | 0.03% | +68+2.9% | Added |
| Maryland State Retirement & Pension System | 2,450 | $395.7K | 0.01% | −488−16.6% | Reduced |
| Allianz Asset Management GmbH | 2,484 | $401.2K | 0.00% | −1,934−43.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,488 | $401.8K | 0.00% | +1,077+76.3% | Added |
| Vestmark Advisory Solutions, Inc. | 2,494 | $402.8K | 0.01% | +1,079+76.3% | Added |
| Jane Street Group, LLC | 2,507 | $404.9K | 0.00% | −14,522−85.3% | Reduced |
| Counterpoint Mutual Funds LLC | 2,531 | $408.8K | 0.06% | +2,531 | New |
| Outlook Wealth Advisors, LLC | 2,566 | $414.4K | 0.12% | +16+0.6% | Added |
| Mercer Global Advisors Inc | 2,599 | $419.8K | 0.00% | −27−1.0% | Reduced |
| Quadrant Capital Group LLC | 2,605 | $420.7K | 0.02% | +2,360+963.3% | Added |