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 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 51,469 | $8.31M | 0.02% | +48,326+1,537.6% | Added |
| Fenimore Asset Management Inc | 50,074 | $8.09M | 0.17% | 00.0% | Unchanged |
| California State Teachers Retirement System | 49,830 | $8.05M | 0.01% | −2,826−5.4% | Reduced |
| Royal Bank of Canada | 49,584 | $8.01M | 0.00% | +6,253+14.4% | Added |
| Trexquant Investment LP | 48,976 | $7.91M | 0.09% | +48,976 | New |
| Public Employees Retirement System of Ohio | 46,865 | $7.57M | 0.03% | +12,020+34.5% | Added |
| HSBC Holdings PLC | 46,672 | $7.42M | 0.00% | +16,951+57.0% | Added |
| Comerica Bank | 44,397 | $7.17M | 0.03% | +18,509+71.5% | Added |
| Bell Asset Management Ltd | 43,753 | $7.07M | 1.30% | +12,255+38.9% | Added |
| Man Group plc | 43,589 | $7.04M | 0.02% | −1,885−4.1% | Reduced |
| Manufacturers Life Insurance Company, The | 43,515 | $7.03M | 0.01% | −150.0% | Reduced |
| Great West Life Assurance Co | 43,122 | $6.97M | 0.01% | −2,263−5.0% | Reduced |
| TownSquare Capital, LLC | 42,488 | $6.86M | 0.07% | +13,374+45.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 42,974 | $6.81M | 0.02% | −57,541−57.2% | Reduced |
| Oppenheimer Asset Management Inc. | 36,688 | $5.93M | 0.07% | +8,198+28.8% | Added |
| Whittier Trust Co of Nevada Inc | 36,398 | $5.88M | 0.15% | +1,655+4.8% | Added |
| Price T Rowe Associates Inc | 35,974 | $5.81M | 0.00% | +2,166+6.4% | Added |
| FineMark National Bank & Trust | 34,851 | $5.63M | 0.21% | −77−0.2% | Reduced |
| Ensign Peak Advisors, Inc | 34,384 | $5.55M | 0.01% | +2,502+7.8% | Added |
| Prana Capital Management, LP | 34,331 | $5.54M | 0.23% | +15,354+80.9% | Added |
| Vestcor Inc | 32,530 | $5.25M | 0.18% | −960−2.9% | Reduced |
| Polen Capital Management LLC | 32,295 | $5.22M | 0.02% | −3,704−10.3% | Reduced |
| MetLife Investment Management | 30,196 | $4.88M | 0.03% | −203−0.7% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 29,467 | $4.76M | 1.69% | −153−0.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 29,103 | $4.70M | 0.01% | +1,618+5.9% | Added |
| GWM Advisors LLC | 28,856 | $4.66M | 0.03% | +2,544+9.7% | Added |
| AQR Capital Management LLC | 29,654 | $4.60M | 0.00% | +9,891+50.0% | Added |
| Amalgamated Bank | 26,398 | $4.26M | 0.04% | −759−2.8% | Reduced |
| US Bancorp | 26,321 | $4.25M | 0.01% | −6,730−20.4% | Reduced |
| Jump Financial, LLC | 26,197 | $4.23M | 0.06% | +20,075+327.9% | Added |
| Richard Bernstein Advisors LLC | 25,393 | $4.10M | 0.10% | −975−3.7% | Reduced |
| Weil Company, Inc. | 25,128 | $4.06M | 1.21% | +420+1.7% | Added |
| Harbor Advisors LLC | 25,000 | $4.04M | 0.70% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 24,823 | $4.01M | 0.05% | +7,539+43.6% | Added |
| Janus Henderson Group PLC | 25,042 | $3.96M | 0.00% | +375+1.5% | Added |
| Dorsey Wright & Associates | 24,442 | $3.95M | 1.01% | +2,044+9.1% | Added |
| Treasurer of the State of North Carolina | 24,273 | $3.92M | 0.02% | +1,220+5.3% | Added |
| American Century Companies Inc | 23,198 | $3.75M | 0.00% | −872−3.6% | Reduced |
| Triasima Portfolio Management inc. | 22,656 | $3.66M | 0.72% | 00.0% | Unchanged |
| Interval Partners, LP | 22,615 | $3.65M | 0.13% | +22,615 | New |
| Cetera Investment Advisers | 22,438 | $3.62M | 0.01% | +1,711+8.3% | Added |
| Pathstone Holdings, LLC | 22,074 | $3.56M | 0.02% | +1,019+4.8% | Added |
| Toroso Investments, LLC | 22,048 | $3.56M | 0.03% | +833+3.9% | Added |
| Verition Fund Management LLC | 20,978 | $3.39M | 0.02% | +11,188+114.3% | Added |
| Hilton Capital Management, LLC | 20,945 | $3.38M | 0.29% | +2,357+12.7% | Added |
| Chase Investment Counsel Corp | 20,933 | $3.38M | 1.24% | −18,097−46.4% | Reduced |
| Quantbot Technologies LP | 20,646 | $3.33M | 0.11% | +20,646 | New |
| Geneos Wealth Management Inc. | 20,486 | $3.31M | 0.11% | +2,703+15.2% | Added |
| Teacher Retirement System of Texas | 20,458 | $3.30M | 0.01% | −37,070−64.4% | Reduced |
| Harbor Capital Advisors, Inc. | 20,413 | $3.30M | 0.15% | +20,413 | New |
| Exchange Traded Concepts, LLC | 20,347 | $3.29M | 0.06% | +6,255+44.4% | Added |
| State of Tennessee, Treasury Department | 20,205 | $3.26M | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 19,944 | $3.22M | 0.00% | −5,864−22.7% | Reduced |
| Two Sigma Investments, LP | 19,554 | $3.16M | 0.01% | +16,305+501.8% | Added |
| Davenport & Co LLC | 19,518 | $3.15M | 0.02% | −145−0.7% | Reduced |
| State Board of Administration of Florida Retirement System | 19,420 | $3.14M | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 19,371 | $3.13M | 0.01% | −13,136−40.4% | Reduced |
| Yousif Capital Management, LLC | 19,288 | $3.12M | 0.04% | −252−1.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 19,150 | $3.09M | 0.03% | +158+0.8% | Added |
| MML Investors Services, LLC | 18,973 | $3.06M | 0.01% | −2,244−10.6% | Reduced |
| Empowered Funds, LLC | 18,518 | $2.99M | 0.04% | −532−2.8% | Reduced |
| Magnetar Financial LLC | 18,292 | $2.95M | 0.04% | +1,285+7.6% | Added |
| Sanctuary Advisors, LLC | 18,060 | $2.92M | 0.02% | −1,502−7.7% | Reduced |
| Pinebridge Investments, L.P. | 18,034 | $2.91M | 0.02% | +14,769+452.3% | Added |
| Edgestream Partners, L.P. | 17,984 | $2.90M | 0.10% | −16,155−47.3% | Reduced |
| West Coast Financial LLC | 17,930 | $2.90M | 0.33% | −2,382−11.7% | Reduced |
| New York State Teachers Retirement System | 17,926 | $2.90M | 0.01% | +200+1.1% | Added |
| Daiwa Securities Group Inc. | 17,475 | $2.82M | 0.01% | +80+0.5% | Added |
| Atria Investments LLC | 17,435 | $2.82M | 0.04% | −2,514−12.6% | Reduced |
| Ameritas Investment Partners, Inc. | 17,430 | $2.81M | 0.10% | −103−0.6% | Reduced |
| Monument Capital Management | 17,374 | $2.81M | 0.86% | +513+3.0% | Added |
| The PNC Financial Services Group, Inc. | 16,955 | $2.74M | 0.00% | +4,056+31.4% | Added |
| Teachers Retirement System of the State of Kentucky | 16,620 | $2.68M | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 16,386 | $2.65M | 0.12% | +14,511+773.9% | Added |
| Citigroup Inc | 15,443 | $2.49M | 0.00% | +2,111+15.8% | Added |
| Arizona State Retirement System | 15,419 | $2.49M | 0.02% | −64−0.4% | Reduced |
| Louisiana State Employees Retirement System | 15,100 | $2.44M | 0.05% | +200+1.3% | Added |
| Illinois Municipal Retirement Fund | 14,881 | $2.40M | 0.03% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 14,700 | $2.37M | 0.00% | +14,700 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,522 | $2.35M | 0.01% | +675+4.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,694 | $2.34M | 0.02% | +3,815+35.1% | Added |
| Algert Global LLC | 14,356 | $2.32M | 0.06% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 14,133 | $2.28M | 0.00% | −3,920−21.7% | Reduced |
| Regions Financial Corp | 13,850 | $2.24M | 0.02% | −6,310−31.3% | Reduced |
| State of New Jersey Common Pension Fund D | 13,788 | $2.23M | 0.01% | −3,381−19.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 13,733 | $2.22M | 0.01% | +9,297+209.6% | Added |
| Omers Administration Corp | 13,200 | $2.13M | 0.02% | +8,200+164.0% | Added |
| Squarepoint Ops LLC | 13,132 | $2.12M | 0.01% | +10,782+458.8% | Added |
| Mariner, LLC | 13,037 | $2.11M | 0.00% | +817+6.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,914 | $2.09M | 0.01% | +1,079+9.1% | Added |
| State of Michigan Retirement System | 12,900 | $2.08M | 0.01% | +200+1.6% | Added |
| XTX Topco Ltd | 12,608 | $2.04M | 0.10% | +12,608 | New |
| KLP Kapitalforvaltning AS | 12,200 | $1.97M | 0.01% | −400−3.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,012 | $1.94M | 0.03% | +103+0.9% | Added |
| Grandeur Peak Global Advisors, LLC | 11,997 | $1.94M | 0.21% | +647+5.7% | Added |
| O'Shaughnessy Asset Management, LLC | 11,841 | $1.91M | 0.02% | +520+4.6% | Added |
| Entropy Technologies, LP | 11,616 | $1.88M | 0.18% | +4,109+54.7% | Added |
| Spears Abacus Advisors LLC | 11,608 | $1.87M | 0.04% | +30.0% | Added |
| Crawford Investment Counsel Inc | 11,581 | $1.87M | 0.03% | +1,653+16.6% | Added |
| Integrated Wealth Concepts LLC | 11,435 | $1.85M | 0.02% | +405+3.7% | Added |