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 |
|---|---|---|---|---|---|
| Susquehanna Portfolio Strategies, LLC | 2,640 | $426.4K | 0.18% | +2,640 | New |
| Sterling Capital Management LLC | 2,678 | $432.5K | 0.01% | −221−7.6% | Reduced |
| Vident Advisory, LLC | 2,767 | $447.0K | 0.01% | +496+21.8% | Added |
| Axxcess Wealth Management, LLC | 2,770 | $447.4K | 0.01% | −96−3.3% | Reduced |
| Fiduciary Trust Co | 2,772 | $447.7K | 0.01% | +2,772 | New |
| State of Wyoming | 2,778 | $448.6K | 0.06% | −2,142−43.5% | Reduced |
| Cerity Partners LLC | 2,798 | $451.9K | 0.00% | −533−16.0% | Reduced |
| Utah Retirement Systems | 2,800 | $452.2K | 0.01% | 00.0% | Unchanged |
| Alamea Verwaltungs GmbH | 3,068 | $495.5K | 0.43% | +3,068 | New |
| Wealth Alliance | 3,073 | $496.4K | 0.06% | +25+0.8% | Added |
| First Bank & Trust | 3,106 | $501.6K | 0.10% | −32−1.0% | Reduced |
| Glenmede Trust Co NA | 3,161 | $510.5K | 0.00% | −23−0.7% | Reduced |
| OneAscent Investment Solutions LLC | 3,167 | $511.0K | 0.61% | +3,167 | New |
| Mount Lucas Management LP | 3,169 | $511.8K | 0.24% | +3,169 | New |
| OneAscent Financial Services LLC | 3,176 | $516.0K | 0.03% | +1,187+59.7% | Added |
| Custom Index Systems, LLC | 3,286 | $530.7K | 0.27% | +696+26.9% | Added |
| Dynasty Wealth Management, LLC | 3,293 | $531.7K | 0.01% | +34+1.0% | Added |
| United Services Automobile Association | 3,438 | $543.5K | 0.02% | +3,438 | New |
| Clearstead Advisors, LLC | 3,414 | $551.4K | 0.01% | +343+11.2% | Added |
| Newbridge Financial Services Group, Inc. | 3,417 | $551.8K | 0.13% | +3,417 | New |
| National Asset Management, Inc. | 3,463 | $559.2K | 0.02% | +818+30.9% | Added |
| Walleye Trading LLC | 3,480 | $562.0K | 0.02% | +1,070+44.4% | Added |
| Beverly Hills Private Wealth, LLC | 3,485 | $562.8K | 0.11% | −281−7.5% | Reduced |
| Ronald Blue Trust, Inc. | 3,494 | $564.2K | 0.01% | −157−4.3% | Reduced |
| Kestra Advisory Services, LLC | 3,510 | $566.9K | 0.00% | −2,096−37.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,613 | $583.0K | 0.00% | +2,036+129.1% | Added |
| Aigen Investment Management, LP | 3,643 | $588.3K | 0.09% | +660+22.1% | Added |
| Schonfeld Strategic Advisors LLC | 3,657 | $590.6K | 0.00% | +3,657 | New |
| M&T Bank Corp | 3,701 | $597.2K | 0.00% | −70−1.9% | Reduced |
| Aviva PLC | 3,745 | $604.8K | 0.00% | +424+12.8% | Added |
| NBC Securities, Inc. | 3,764 | $607.0K | 0.05% | +3,761+125,366.7% | Added |
| Mount Yale Investment Advisors, LLC | 3,830 | $618.6K | 0.05% | +3,830 | New |
| Snowden Capital Advisors LLC | 3,850 | $621.8K | 0.02% | −165−4.1% | Reduced |
| Yorktown Management & Research Co Inc | 3,850 | $621.8K | 0.68% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 3,868 | $624.7K | 0.01% | +445+13.0% | Added |
| Keybank National Association | 3,868 | $624.7K | 0.00% | +3,868 | New |
| Alberta Investment Management Corp | 3,911 | $631.6K | 0.00% | +788+25.2% | Added |
| Studio Investment Management LLC | 3,945 | $637.1K | 0.13% | −473−10.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 3,952 | $638.2K | 0.16% | −148−3.6% | Reduced |
| Quest Partners LLC | 4,027 | $650.4K | 0.07% | +1,651+69.5% | Added |
| Clifford Group, LLC | 4,033 | $651.4K | 0.61% | −212−5.0% | Reduced |
| Brookstone Capital Management | 4,075 | $658.2K | 0.01% | +90+2.3% | Added |
| Hanlon Investment Management, Inc. | 4,101 | $662.3K | 0.50% | −368−8.2% | Reduced |
| Bridges Investment Management Inc | 4,121 | $665.5K | 0.01% | −844−17.0% | Reduced |
| Securian Asset Management, Inc | 4,151 | $670.4K | 0.02% | +100+2.5% | Added |
| Los Angeles Capital Management LLC | 4,185 | $675.9K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 4,197 | $677.8K | 0.00% | −100−2.3% | Reduced |
| Naples Global Advisors, LLC | 4,230 | $683.1K | 0.06% | −600−12.4% | Reduced |
| GAMMA Investing LLC | 4,250 | $686.4K | 0.05% | +2,520+145.7% | Added |
| Nebula Research & Development LLC | 4,272 | $689.9K | 0.06% | +2,816+193.4% | Added |
| Avantax Advisory Services, Inc. | 4,286 | $692.1K | 0.00% | −978−18.6% | Reduced |
| Sendero Wealth Management, LLC | 4,312 | $696.4K | 0.10% | −1,510−25.9% | Reduced |
| Commerce Bank | 4,330 | $699.3K | 0.00% | −41−0.9% | Reduced |
| Smith Group Asset Management, LLC | 4,330 | $699.3K | 0.05% | +4,330 | New |
| Portside Wealth Group, LLC | 4,340 | $700.9K | 0.11% | +1,586+57.6% | Added |
| Martingale Asset Management L P | 4,393 | $709.5K | 0.02% | +4,393 | New |
| CAPROCK Group, Inc. | 4,492 | $725.6K | 0.02% | +98+2.2% | Added |
| Private Advisor Group, LLC | 4,503 | $727.2K | 0.00% | −1,161−20.5% | Reduced |
| Bank of Nova Scotia | 4,599 | $742.7K | 0.00% | +4,599 | New |
| Crossmark Global Holdings, Inc. | 4,646 | $750.3K | 0.01% | −24−0.5% | Reduced |
| Norden Group LLC | 4,938 | $797.5K | 0.09% | +3,168+179.0% | Added |
| Captrust Financial Advisors | 4,962 | $801.4K | 0.00% | +54+1.1% | Added |
| QRG Capital Management, Inc. | 4,987 | $805.4K | 0.01% | +439+9.7% | Added |
| D. E. Shaw & Co., Inc. | 4,995 | $806.7K | 0.00% | −8,482−62.9% | Reduced |
| Ethic Inc. | 4,989 | $818.7K | 0.02% | +203+4.2% | Added |
| Isthmus Partners, LLC | 5,080 | $820.4K | 0.10% | 00.0% | Unchanged |
| Intrust Bank NA | 5,112 | $825.6K | 0.08% | +540+11.8% | Added |
| Federated Hermes, Inc. | 5,116 | $826.2K | 0.00% | +59+1.2% | Added |
| Moneta Group Investment Advisors LLC | 5,165 | $834.1K | 0.01% | −336−6.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 5,262 | $849.8K | 0.01% | +5,262 | New |
| Novem Group | 5,432 | $877.3K | 0.12% | +1,433+35.8% | Added |
| Williamson Legacy Group, LLC | 5,457 | $881.3K | 0.84% | −66−1.2% | Reduced |
| State of Wisconsin Investment Board | 5,476 | $884.4K | 0.00% | +452+9.0% | Added |
| Point72 (DIFC) Ltd | 5,637 | $910.4K | 0.09% | +4,549+418.1% | Added |
| Union Bancaire Privee, UBP SA | 5,698 | $916.5K | 0.02% | −3,808−40.1% | Reduced |
| Resources Management Corp | 5,790 | $935.0K | 0.13% | +1,722+42.3% | Added |
| Gibbs Wealth Management | 5,853 | $945.3K | 0.23% | +1,239+26.9% | Added |
| Marshall Financial Group LLC | 5,860 | $946.4K | 0.21% | +661+12.7% | Added |
| TD Asset Management Inc | 5,900 | $952.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 6,073 | $961.4K | 0.00% | +435+7.7% | Added |
| Bayforest Capital Ltd | 6,115 | $987.6K | 0.43% | +3,587+141.9% | Added |
| State of Alaska, Department of Revenue | 6,330 | $1.02M | 0.01% | +220+3.6% | Added |
| James Investment Research Inc | 6,341 | $1.02M | 0.13% | 00.0% | Unchanged |
| Connable Office Inc | 6,460 | $1.04M | 0.11% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 6,530 | $1.05M | 0.03% | −73−1.1% | Reduced |
| Kestra Private Wealth Services, LLC | 6,531 | $1.05M | 0.02% | +2,098+47.3% | Added |
| Advisory Services Network, LLC | 6,642 | $1.07M | 0.02% | +11+0.2% | Added |
| Xponance, Inc. | 6,650 | $1.07M | 0.01% | +132+2.0% | Added |
| Point72 Hong Kong Ltd | 6,698 | $1.08M | 0.08% | +6,698 | New |
| Taylor Frigon Capital Management LLC | 6,772 | $1.09M | 0.65% | +35+0.5% | Added |
| Fulton Bank, N.A. | 6,814 | $1.10M | 0.04% | −807−10.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 7,234 | $1.17M | 0.00% | +7,234 | New |
| Aquatic Capital Management LLC | 7,301 | $1.18M | 0.03% | −4,380−37.5% | Reduced |
| Creative Planning | 7,455 | $1.20M | 0.00% | +2,806+60.4% | Added |
| JustInvest LLC | 7,532 | $1.22M | 0.02% | +270+3.7% | Added |
| Pictet Asset Management Holding SA | 7,883 | $1.27M | 0.00% | +418+5.6% | Added |
| Jefferies Financial Group Inc. | 7,908 | $1.28M | 0.02% | +6,633+520.2% | Added |
| Cresset Asset Management, LLC | 8,156 | $1.32M | 0.01% | −5,161−38.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,530 | $1.38M | 0.05% | −2,688−24.0% | Reduced |
| Engineers Gate Manager LP | 8,596 | $1.39M | 0.02% | +5,285+159.6% | Added |