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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 29,103 | $4.70M | 0.01% | +1,618+5.9% | Added |
| Walled Lake Planning & Wealth Management, LLC | 29,467 | $4.76M | 1.69% | −153−0.5% | Reduced |
| MetLife Investment Management | 30,196 | $4.88M | 0.03% | −203−0.7% | Reduced |
| Polen Capital Management LLC | 32,295 | $5.22M | 0.02% | −3,704−10.3% | Reduced |
| Vestcor Inc | 32,530 | $5.25M | 0.18% | −960−2.9% | Reduced |
| Prana Capital Management, LP | 34,331 | $5.54M | 0.23% | +15,354+80.9% | Added |
| Ensign Peak Advisors, Inc | 34,384 | $5.55M | 0.01% | +2,502+7.8% | Added |
| FineMark National Bank & Trust | 34,851 | $5.63M | 0.21% | −77−0.2% | Reduced |
| Price T Rowe Associates Inc | 35,974 | $5.81M | 0.00% | +2,166+6.4% | Added |
| Whittier Trust Co of Nevada Inc | 36,398 | $5.88M | 0.15% | +1,655+4.8% | Added |
| Oppenheimer Asset Management Inc. | 36,688 | $5.93M | 0.07% | +8,198+28.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 42,974 | $6.81M | 0.02% | −57,541−57.2% | Reduced |
| TownSquare Capital, LLC | 42,488 | $6.86M | 0.07% | +13,374+45.9% | Added |
| Great West Life Assurance Co | 43,122 | $6.97M | 0.01% | −2,263−5.0% | Reduced |
| Manufacturers Life Insurance Company, The | 43,515 | $7.03M | 0.01% | −150.0% | Reduced |
| Man Group plc | 43,589 | $7.04M | 0.02% | −1,885−4.1% | Reduced |
| Bell Asset Management Ltd | 43,753 | $7.07M | 1.30% | +12,255+38.9% | Added |
| Comerica Bank | 44,397 | $7.17M | 0.03% | +18,509+71.5% | Added |
| HSBC Holdings PLC | 46,672 | $7.42M | 0.00% | +16,951+57.0% | Added |
| Public Employees Retirement System of Ohio | 46,865 | $7.57M | 0.03% | +12,020+34.5% | Added |
| Trexquant Investment LP | 48,976 | $7.91M | 0.09% | +48,976 | New |
| Royal Bank of Canada | 49,584 | $8.01M | 0.00% | +6,253+14.4% | Added |
| California State Teachers Retirement System | 49,830 | $8.05M | 0.01% | −2,826−5.4% | Reduced |
| Fenimore Asset Management Inc | 50,074 | $8.09M | 0.17% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 51,469 | $8.31M | 0.02% | +48,326+1,537.6% | Added |
| Hantz Financial Services, Inc. | 51,555 | $8.33M | 0.15% | +49,129+2,025.1% | Added |
| Van Eck Associates Corp | 51,901 | $8.38M | 0.01% | +5,044+10.8% | Added |
| Aptus Capital Advisors, LLC | 51,901 | $8.38M | 0.10% | +5,843+12.7% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 56,574 | $9.14M | 2.46% | −2,336−4.0% | Reduced |
| STRS Ohio | 59,125 | $9.55M | 0.04% | −1,488−2.5% | Reduced |
| Victory Capital Management Inc | 59,613 | $9.63M | 0.01% | −2,621−4.2% | Reduced |
| Corebridge Financial, Inc. | 59,722 | $9.65M | 0.06% | −960−1.6% | Reduced |
| Amundi | 63,433 | $9.72M | 0.00% | +50,847+404.0% | Added |
| Mutual of America Capital Management LLC | 60,244 | $9.73M | 0.11% | −2,020−3.2% | Reduced |
| Rheos Capital Works Inc. | 60,400 | $9.76M | 0.79% | −13,000−17.7% | Reduced |
| Pier Capital, LLC | 60,563 | $9.78M | 1.64% | +28,670+89.9% | Added |
| Congress Wealth Management LLC | 63,750 | $10.3M | 0.12% | +63,750 | New |
| Retirement Systems of Alabama | 65,757 | $10.6M | 0.04% | +601+0.9% | Added |
| Segall Bryant & Hamill, LLC | 67,986 | $11.0M | 0.17% | −1,921−2.7% | Reduced |
| Whittier Trust Co | 68,106 | $11.0M | 0.15% | +1,496+2.2% | Added |
| StonePine Asset Management Inc. | 69,395 | $11.2M | 0.08% | +8,400+13.8% | Added |
| Royce & Associates LP | 77,014 | $12.4M | 0.13% | −22,154−22.3% | Reduced |
| Montanaro Asset Management Ltd | 79,500 | $12.8M | 3.77% | −15,500−16.3% | Reduced |
| Prudential Financial Inc | 80,481 | $13.0M | 0.02% | −266,988−76.8% | Reduced |
| Stifel Financial Corp | 88,113 | $14.2M | 0.02% | −6,060−6.4% | Reduced |
| Janney Montgomery Scott LLC | 90,681 | $14.6M | 0.04% | −4,617−4.8% | Reduced |
| Voloridge Investment Management, LLC | 91,022 | $14.7M | 0.05% | +73,222+411.4% | Added |
| California Public Employees Retirement System | 91,930 | $14.8M | 0.01% | −589−0.6% | Reduced |
| Citadel Advisors LLC | 94,794 | $15.3M | 0.01% | −153,503−61.8% | Reduced |
| LPL Financial LLC | 95,038 | $15.3M | 0.01% | +10,879+12.9% | Added |
| Russell Investments Group, Ltd. | 103,885 | $16.8M | 0.02% | +25,183+32.0% | Added |
| Swiss National Bank | 104,136 | $16.8M | 0.01% | −800−0.8% | Reduced |
| Qube Research & Technologies Ltd | 108,102 | $17.5M | 0.03% | +18,404+20.5% | Added |
| Legal & General Group Plc | 110,231 | $17.8M | 0.00% | +5,270+5.0% | Added |
| Schroder Investment Management Group | 116,697 | $18.4M | 0.02% | +1,162+1.0% | Added |
| Point72 Asset Management, L.P. | 114,422 | $18.5M | 0.05% | −5,947−4.9% | Reduced |
| Millennium Management LLC | 117,422 | $19.0M | 0.02% | +117,422 | New |
| GHP Investment Advisors, Inc. | 120,262 | $19.4M | 0.93% | −3,581−2.9% | Reduced |
| Principal Financial Group Inc | 124,417 | $20.1M | 0.01% | +1,511+1.2% | Added |
| Alps Advisors Inc | 128,160 | $20.7M | 0.12% | +8,177+6.8% | Added |
| Barclays PLC | 143,149 | $23.1M | 0.01% | +84,727+145.0% | Added |
| New York State Common Retirement Fund | 144,281 | $23.3M | 0.03% | −30,071−17.2% | Reduced |
| Nuveen, LLC | 145,376 | $23.5M | 0.01% | +145,376 | New |
| Renaissance Technologies LLC | 150,700 | $24.3M | 0.04% | +113,700+307.3% | Added |
| Nordea Investment Management AB | 162,704 | $25.7M | 0.03% | −114,304−41.3% | Reduced |
| Macquarie Group Ltd | 160,349 | $25.9M | 0.03% | −956−0.6% | Reduced |
| Rhumbline Advisers | 162,349 | $26.2M | 0.02% | −3,689−2.2% | Reduced |
| Flputnam Investment Management Co | 165,024 | $26.7M | 0.50% | −4,857−2.9% | Reduced |
| BNP Paribas Arbitrage, SA | 168,876 | $27.3M | 0.02% | +82,279+95.0% | Added |
| UBS Asset Management Americas Inc | 180,634 | $29.2M | 0.01% | +1,467+0.8% | Added |
| Champlain Investment Partners, LLC | 185,255 | $29.9M | 0.22% | +185,255 | New |
| Brown Advisory Inc | 187,791 | $30.3M | 0.04% | −4,405−2.3% | Reduced |
| Public Employees Retirement Association of Colorado | 193,246 | $31.2M | 0.13% | 00.0% | Unchanged |
| Eventide Asset Management, LLC | 196,636 | $31.7M | 0.63% | +19,402+10.9% | Added |
| Barlow Wealth Partners, Inc. | 203,814 | $32.5M | 4.26% | +2,164+1.1% | Added |
| JPMorgan Chase & Co | 201,790 | $32.6M | 0.00% | +70,694+53.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 228,431 | $36.9M | 0.12% | +50,295+28.2% | Added |
| Argent Capital Management LLC | 235,575 | $38.0M | 1.16% | −6,876−2.8% | Reduced |
| UBS Group AG | 236,205 | $38.1M | 0.01% | −2,761−1.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 239,522 | $38.7M | 0.15% | +220,632+1,168.0% | Added |
| HighTower Advisors, LLC | 239,824 | $38.7M | 0.05% | −4,733−1.9% | Reduced |
| Franklin Resources Inc | 261,199 | $42.2M | 0.01% | −9,012−3.3% | Reduced |
| Fiera Capital Corp | 275,329 | $44.5M | 0.16% | −2,138−0.8% | Reduced |
| Handelsbanken Fonder AB | 275,458 | $44.5M | 0.18% | +262,000+1,946.8% | Added |
| Ancora Advisors, LLC | 280,372 | $45.3M | 1.01% | −3,399−1.2% | Reduced |
| Westfield Capital Management Co LP | 286,288 | $46.2M | 0.22% | +286,288 | New |
| Woodley Farra Manion Portfolio Management Inc | 289,790 | $46.8M | 2.33% | −4,355−1.5% | Reduced |
| Jennison Associates LLC | 344,604 | $55.7M | 0.04% | +37,300+12.1% | Added |
| Van Berkom & Associates Inc. | 401,840 | $64.9M | 2.08% | −3,782−0.9% | Reduced |
| Natixis Advisors, L.P. | 402,763 | $65.0M | 0.12% | +11,709+3.0% | Added |
| Wells Fargo & Company | 402,806 | $65.1M | 0.02% | −40,229−9.1% | Reduced |
| GW&K Investment Management, LLC | 415,277 | $67.1M | 0.62% | −10,850−2.5% | Reduced |
| Goldman Sachs Group Inc | 415,743 | $67.1M | 0.01% | +22,553+5.7% | Added |
| Bank of New York Mellon Corp | 484,041 | $78.2M | 0.02% | −2,923−0.6% | Reduced |
| Thrivent Financial for Lutherans | 493,679 | $79.8M | 0.18% | −155,057−23.9% | Reduced |
| Envestnet Asset Management Inc | 495,239 | $80.0M | 0.03% | −24,184−4.7% | Reduced |
| First Trust Advisors LP | 498,678 | $80.5M | 0.07% | +34,579+7.5% | Added |
| Capital Research Global Investors | 504,055 | $81.4M | 0.02% | +504,055 | New |
| Congress Asset Management Co | 504,149 | $81.4M | 0.61% | +504,149 | New |
| Alliancebernstein L.P. | 507,581 | $82.0M | 0.03% | −25,759−4.8% | Reduced |