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 |
|---|---|---|---|---|---|
| Voleon Capital Management LP | 8,716 | $1.41M | 0.11% | +8,716 | New |
| Advisor Group Holdings, Inc. | 8,962 | $1.45M | 0.00% | −336−3.6% | Reduced |
| Integrated Investment Consultants, LLC | 9,048 | $1.46M | 0.29% | +2,836+45.7% | Added |
| Quantinno Capital Management LP | 9,089 | $1.47M | 0.01% | +7,636+525.5% | Added |
| Truist Financial Corp | 9,161 | $1.48M | 0.00% | −3,134−25.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,161 | $1.48M | 0.01% | −2,361−20.5% | Reduced |
| Park Avenue Securities LLC | 9,183 | $1.48M | 0.02% | −113−1.2% | Reduced |
| Stegent Equity Advisors, Inc. | 9,274 | $1.50M | 1.52% | −490−5.0% | Reduced |
| CWM, LLC | 9,294 | $1.50M | 0.01% | −1,335−12.6% | Reduced |
| Lazard Asset Management LLC | 9,299 | $1.50M | 0.00% | +1,508+19.4% | Added |
| Deutsche Bank AG | 9,606 | $1.55M | 0.00% | +2,394+33.2% | Added |
| Voya Investment Management LLC | 9,815 | $1.59M | 0.00% | +395+4.2% | Added |
| PDT Partners, LLC | 10,088 | $1.63M | 0.12% | +7,566+300.0% | Added |
| Linden Thomas Advisory Services, LLC | 10,196 | $1.65M | 0.21% | +741+7.8% | Added |
| Centiva Capital, LP | 10,461 | $1.69M | 0.10% | +7,558+260.4% | Added |
| Lecap Asset Management Ltd | 10,530 | $1.70M | 0.40% | +4,337+70.0% | Added |
| Brinker Capital Investments, LLC | 10,590 | $1.71M | 0.02% | +2,865+37.1% | Added |
| Orion Portfolio Solutions, LLC | 10,590 | $1.71M | 0.02% | +2,865+37.1% | Added |
| New Mexico Educational Retirement Board | 10,600 | $1.71M | 0.06% | 00.0% | Unchanged |
| Assetmark, Inc | 10,653 | $1.72M | 0.00% | +93+0.9% | Added |
| New Age Alpha Advisors, LLC | 10,861 | $1.75M | 0.08% | −930−7.9% | Reduced |
| Rockefeller Capital Management L.P. | 10,870 | $1.76M | 0.00% | −1,338−11.0% | Reduced |
| Natixis | 11,085 | $1.77M | 0.01% | +11,085 | New |
| Oregon Public Employees Retirement Fund | 11,005 | $1.78M | 0.03% | +134+1.2% | Added |
| FIL Ltd | 11,187 | $1.81M | 0.00% | −117,929−91.3% | Reduced |
| Integrated Wealth Concepts LLC | 11,435 | $1.85M | 0.02% | +405+3.7% | Added |
| Crawford Investment Counsel Inc | 11,581 | $1.87M | 0.03% | +1,653+16.6% | Added |
| Spears Abacus Advisors LLC | 11,608 | $1.87M | 0.04% | +30.0% | Added |
| Entropy Technologies, LP | 11,616 | $1.88M | 0.18% | +4,109+54.7% | Added |
| O'Shaughnessy Asset Management, LLC | 11,841 | $1.91M | 0.02% | +520+4.6% | Added |
| Grandeur Peak Global Advisors, LLC | 11,997 | $1.94M | 0.21% | +647+5.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,012 | $1.94M | 0.03% | +103+0.9% | Added |
| KLP Kapitalforvaltning AS | 12,200 | $1.97M | 0.01% | −400−3.2% | Reduced |
| XTX Topco Ltd | 12,608 | $2.04M | 0.10% | +12,608 | New |
| State of Michigan Retirement System | 12,900 | $2.08M | 0.01% | +200+1.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,914 | $2.09M | 0.01% | +1,079+9.1% | Added |
| Mariner, LLC | 13,037 | $2.11M | 0.00% | +817+6.7% | Added |
| Squarepoint Ops LLC | 13,132 | $2.12M | 0.01% | +10,782+458.8% | Added |
| Omers Administration Corp | 13,200 | $2.13M | 0.02% | +8,200+164.0% | Added |
| Federation des caisses Desjardins du Quebec | 13,733 | $2.22M | 0.01% | +9,297+209.6% | Added |
| State of New Jersey Common Pension Fund D | 13,788 | $2.23M | 0.01% | −3,381−19.7% | Reduced |
| Regions Financial Corp | 13,850 | $2.24M | 0.02% | −6,310−31.3% | Reduced |
| CI Private Wealth, LLC | 14,133 | $2.28M | 0.00% | −3,920−21.7% | Reduced |
| Algert Global LLC | 14,356 | $2.32M | 0.06% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 14,694 | $2.34M | 0.02% | +3,815+35.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,522 | $2.35M | 0.01% | +675+4.9% | Added |
| Canada Pension Plan Investment Board | 14,700 | $2.37M | 0.00% | +14,700 | New |
| Illinois Municipal Retirement Fund | 14,881 | $2.40M | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 15,100 | $2.44M | 0.05% | +200+1.3% | Added |
| Arizona State Retirement System | 15,419 | $2.49M | 0.02% | −64−0.4% | Reduced |
| Citigroup Inc | 15,443 | $2.49M | 0.00% | +2,111+15.8% | Added |
| Dark Forest Capital Management LP | 16,386 | $2.65M | 0.12% | +14,511+773.9% | Added |
| Teachers Retirement System of the State of Kentucky | 16,620 | $2.68M | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 16,955 | $2.74M | 0.00% | +4,056+31.4% | Added |
| Monument Capital Management | 17,374 | $2.81M | 0.86% | +513+3.0% | Added |
| Ameritas Investment Partners, Inc. | 17,430 | $2.81M | 0.10% | −103−0.6% | Reduced |
| Atria Investments LLC | 17,435 | $2.82M | 0.04% | −2,514−12.6% | Reduced |
| Daiwa Securities Group Inc. | 17,475 | $2.82M | 0.01% | +80+0.5% | Added |
| New York State Teachers Retirement System | 17,926 | $2.90M | 0.01% | +200+1.1% | Added |
| West Coast Financial LLC | 17,930 | $2.90M | 0.33% | −2,382−11.7% | Reduced |
| Edgestream Partners, L.P. | 17,984 | $2.90M | 0.10% | −16,155−47.3% | Reduced |
| Pinebridge Investments, L.P. | 18,034 | $2.91M | 0.02% | +14,769+452.3% | Added |
| Sanctuary Advisors, LLC | 18,060 | $2.92M | 0.02% | −1,502−7.7% | Reduced |
| Magnetar Financial LLC | 18,292 | $2.95M | 0.04% | +1,285+7.6% | Added |
| Empowered Funds, LLC | 18,518 | $2.99M | 0.04% | −532−2.8% | Reduced |
| MML Investors Services, LLC | 18,973 | $3.06M | 0.01% | −2,244−10.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 19,150 | $3.09M | 0.03% | +158+0.8% | Added |
| Yousif Capital Management, LLC | 19,288 | $3.12M | 0.04% | −252−1.3% | Reduced |
| Fifth Third Bancorp | 19,371 | $3.13M | 0.01% | −13,136−40.4% | Reduced |
| State Board of Administration of Florida Retirement System | 19,420 | $3.14M | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 19,518 | $3.15M | 0.02% | −145−0.7% | Reduced |
| Two Sigma Investments, LP | 19,554 | $3.16M | 0.01% | +16,305+501.8% | Added |
| Bank of Montreal | 19,944 | $3.22M | 0.00% | −5,864−22.7% | Reduced |
| State of Tennessee, Treasury Department | 20,205 | $3.26M | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 20,347 | $3.29M | 0.06% | +6,255+44.4% | Added |
| Harbor Capital Advisors, Inc. | 20,413 | $3.30M | 0.15% | +20,413 | New |
| Teacher Retirement System of Texas | 20,458 | $3.30M | 0.01% | −37,070−64.4% | Reduced |
| Geneos Wealth Management Inc. | 20,486 | $3.31M | 0.11% | +2,703+15.2% | Added |
| Quantbot Technologies LP | 20,646 | $3.33M | 0.11% | +20,646 | New |
| Chase Investment Counsel Corp | 20,933 | $3.38M | 1.24% | −18,097−46.4% | Reduced |
| Hilton Capital Management, LLC | 20,945 | $3.38M | 0.29% | +2,357+12.7% | Added |
| Verition Fund Management LLC | 20,978 | $3.39M | 0.02% | +11,188+114.3% | Added |
| Toroso Investments, LLC | 22,048 | $3.56M | 0.03% | +833+3.9% | Added |
| Pathstone Holdings, LLC | 22,074 | $3.56M | 0.02% | +1,019+4.8% | Added |
| Cetera Investment Advisers | 22,438 | $3.62M | 0.01% | +1,711+8.3% | Added |
| Interval Partners, LP | 22,615 | $3.65M | 0.13% | +22,615 | New |
| Triasima Portfolio Management inc. | 22,656 | $3.66M | 0.72% | 00.0% | Unchanged |
| American Century Companies Inc | 23,198 | $3.75M | 0.00% | −872−3.6% | Reduced |
| Treasurer of the State of North Carolina | 24,273 | $3.92M | 0.02% | +1,220+5.3% | Added |
| Dorsey Wright & Associates | 24,442 | $3.95M | 1.01% | +2,044+9.1% | Added |
| Janus Henderson Group PLC | 25,042 | $3.96M | 0.00% | +375+1.5% | Added |
| Capital Fund Management S.A. | 24,823 | $4.01M | 0.05% | +7,539+43.6% | Added |
| Harbor Advisors LLC | 25,000 | $4.04M | 0.70% | 00.0% | Unchanged |
| Weil Company, Inc. | 25,128 | $4.06M | 1.21% | +420+1.7% | Added |
| Richard Bernstein Advisors LLC | 25,393 | $4.10M | 0.10% | −975−3.7% | Reduced |
| Jump Financial, LLC | 26,197 | $4.23M | 0.06% | +20,075+327.9% | Added |
| US Bancorp | 26,321 | $4.25M | 0.01% | −6,730−20.4% | Reduced |
| Amalgamated Bank | 26,398 | $4.26M | 0.04% | −759−2.8% | Reduced |
| AQR Capital Management LLC | 29,654 | $4.60M | 0.00% | +9,891+50.0% | Added |
| GWM Advisors LLC | 28,856 | $4.66M | 0.03% | +2,544+9.7% | Added |