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 |
|---|---|---|---|---|---|
| Northern Trust Corp | 540,106 | $87.2M | 0.01% | −80,218−12.9% | Reduced |
| Morgan Stanley | 546,798 | $88.3M | 0.01% | −15,625−2.8% | Reduced |
| Dimensional Fund Advisors LP | 557,799 | $90.1M | 0.02% | +8,733+1.6% | Added |
| Ameriprise Financial Inc | 595,275 | $96.1M | 0.03% | −177,514−23.0% | Reduced |
| Charles Schwab Investment Management Inc | 598,767 | $96.7M | 0.02% | −4,189−0.7% | Reduced |
| SEI Investments Co | 604,380 | $97.6M | 0.13% | −132,338−18.0% | Reduced |
| Clearbridge Investments, LLC | 633,966 | $102.4M | 0.09% | −1,394−0.2% | Reduced |
| Norges Bank | 673,964 | $108.8M | 0.02% | +17,241+2.6% | Added |
| Neuberger Berman Group LLC | 700,651 | $113.2M | 0.09% | −240,279−25.5% | Reduced |
| Fiduciary Management Inc | 754,941 | $121.9M | 1.18% | −454,289−37.6% | Reduced |
| Raymond James Financial Inc | 792,076 | $127.9M | 0.05% | −34,590−4.2% | Reduced |
| Capital International Investors | 794,911 | $128.4M | 0.03% | +1,619+0.2% | Added |
| Invesco Ltd. | 916,012 | $147.9M | 0.03% | −125,189−12.0% | Reduced |
| Bank of America Corp | 1,000,520 | $161.6M | 0.01% | −78,954−7.3% | Reduced |
| Geode Capital Management, LLC | 1,020,458 | $164.9M | 0.01% | +53,982+5.6% | Added |
| Bamco Inc | 1,144,179 | $184.8M | 0.54% | 00.0% | Unchanged |
| Burgundy Asset Management Ltd. | 1,189,822 | $192.2M | 1.99% | −62,009−5.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,201,546 | $194.1M | 0.13% | −96,369−7.4% | Reduced |
| Wellington Management Group LLP | 1,395,148 | $225.3M | 0.04% | −104,531−7.0% | Reduced |
| FMR LLC | 1,683,934 | $272.0M | 0.02% | −191,286−10.2% | Reduced |
| State Street Corp | 1,736,050 | $280.4M | 0.01% | +39,254+2.3% | Added |
| Earnest Partners LLC | 2,648,908 | $427.8M | 2.05% | −318,651−10.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,926,959 | $472.7M | 1.16% | −354,335−10.8% | Reduced |
| Vanguard Group Inc | 5,306,604 | $857.0M | 0.02% | +41,030+0.8% | Added |
| BlackRock, Inc. | 5,619,779 | $907.6M | 0.02% | +253,246+4.7% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −2,089−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −127,782−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −124,456−100.0% | Sold out |
| Bearing Point Capital, LLC | 0 | $0 | 0.00% | −44,156−100.0% | Sold out |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −38,239−100.0% | Sold out |
| Gunderson Capital Management Inc. | 0 | $0 | 0.00% | −29,556−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −23,970−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −10,859−100.0% | Sold out |
| Strategic Wealth Designers | 0 | $0 | 0.00% | −7,779−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −7,459−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −7,110−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −6,237−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −5,779−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,714−100.0% | Sold out |
| VELA Investment Management, LLC | 0 | $0 | 0.00% | −4,684−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −4,178−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,072−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,525−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −2,760−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,139−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −2,035−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −1,927−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,833−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −1,636−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,552−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −1,493−100.0% | Sold out |
| David Loasby | 0 | $0 | 0.00% | −1,532−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,295−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −1,224−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −1,219−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,205−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −1,198−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −1,190−100.0% | Sold out |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −1,176−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −1,176−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −1,161−100.0% | Sold out |
| Values First Advisors, Inc. | 0 | $0 | 0.00% | −840−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −727−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −604−100.0% | Sold out |
| Pingora Partners LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −363−100.0% | Sold out |
| Financial Life Planners | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| FSC Wealth Advisors, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Old Second National Bank of Aurora | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| TrinityPoint Wealth, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |
| Cassady Schiller Wealth Management, LLC | – | – | – | – | Not filed |