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 |
|---|---|---|---|---|---|
| FIL Ltd | 11,187 | $1.81M | 0.00% | −117,929−91.3% | Reduced |
| Oregon Public Employees Retirement Fund | 11,005 | $1.78M | 0.03% | +134+1.2% | Added |
| Natixis | 11,085 | $1.77M | 0.01% | +11,085 | New |
| Rockefeller Capital Management L.P. | 10,870 | $1.76M | 0.00% | −1,338−11.0% | Reduced |
| New Age Alpha Advisors, LLC | 10,861 | $1.75M | 0.08% | −930−7.9% | Reduced |
| Assetmark, Inc | 10,653 | $1.72M | 0.00% | +93+0.9% | Added |
| New Mexico Educational Retirement Board | 10,600 | $1.71M | 0.06% | 00.0% | Unchanged |
| 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 |
| Lecap Asset Management Ltd | 10,530 | $1.70M | 0.40% | +4,337+70.0% | Added |
| Centiva Capital, LP | 10,461 | $1.69M | 0.10% | +7,558+260.4% | Added |
| Linden Thomas Advisory Services, LLC | 10,196 | $1.65M | 0.21% | +741+7.8% | Added |
| PDT Partners, LLC | 10,088 | $1.63M | 0.12% | +7,566+300.0% | Added |
| Voya Investment Management LLC | 9,815 | $1.59M | 0.00% | +395+4.2% | Added |
| Deutsche Bank AG | 9,606 | $1.55M | 0.00% | +2,394+33.2% | Added |
| 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 |
| Stegent Equity Advisors, Inc. | 9,274 | $1.50M | 1.52% | −490−5.0% | Reduced |
| Park Avenue Securities LLC | 9,183 | $1.48M | 0.02% | −113−1.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,161 | $1.48M | 0.01% | −2,361−20.5% | Reduced |
| Truist Financial Corp | 9,161 | $1.48M | 0.00% | −3,134−25.5% | Reduced |
| Quantinno Capital Management LP | 9,089 | $1.47M | 0.01% | +7,636+525.5% | Added |
| Integrated Investment Consultants, LLC | 9,048 | $1.46M | 0.29% | +2,836+45.7% | Added |
| Advisor Group Holdings, Inc. | 8,962 | $1.45M | 0.00% | −336−3.6% | Reduced |
| Voleon Capital Management LP | 8,716 | $1.41M | 0.11% | +8,716 | New |
| Engineers Gate Manager LP | 8,596 | $1.39M | 0.02% | +5,285+159.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,530 | $1.38M | 0.05% | −2,688−24.0% | Reduced |
| Cresset Asset Management, LLC | 8,156 | $1.32M | 0.01% | −5,161−38.8% | Reduced |
| Jefferies Financial Group Inc. | 7,908 | $1.28M | 0.02% | +6,633+520.2% | Added |
| Pictet Asset Management Holding SA | 7,883 | $1.27M | 0.00% | +418+5.6% | Added |
| JustInvest LLC | 7,532 | $1.22M | 0.02% | +270+3.7% | Added |
| Creative Planning | 7,455 | $1.20M | 0.00% | +2,806+60.4% | Added |
| Aquatic Capital Management LLC | 7,301 | $1.18M | 0.03% | −4,380−37.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 7,234 | $1.17M | 0.00% | +7,234 | New |
| Fulton Bank, N.A. | 6,814 | $1.10M | 0.04% | −807−10.6% | Reduced |
| Taylor Frigon Capital Management LLC | 6,772 | $1.09M | 0.65% | +35+0.5% | Added |
| Point72 Hong Kong Ltd | 6,698 | $1.08M | 0.08% | +6,698 | New |
| Xponance, Inc. | 6,650 | $1.07M | 0.01% | +132+2.0% | Added |
| Advisory Services Network, LLC | 6,642 | $1.07M | 0.02% | +11+0.2% | Added |
| Kestra Private Wealth Services, LLC | 6,531 | $1.05M | 0.02% | +2,098+47.3% | Added |
| Evoke Wealth, LLC | 6,530 | $1.05M | 0.03% | −73−1.1% | Reduced |
| Connable Office Inc | 6,460 | $1.04M | 0.11% | 00.0% | Unchanged |
| James Investment Research Inc | 6,341 | $1.02M | 0.13% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 6,330 | $1.02M | 0.01% | +220+3.6% | Added |
| Bayforest Capital Ltd | 6,115 | $987.6K | 0.43% | +3,587+141.9% | Added |
| Jones Financial Companies LLLP | 6,073 | $961.4K | 0.00% | +435+7.7% | Added |
| TD Asset Management Inc | 5,900 | $952.9K | 0.00% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 5,860 | $946.4K | 0.21% | +661+12.7% | Added |
| Gibbs Wealth Management | 5,853 | $945.3K | 0.23% | +1,239+26.9% | Added |
| Resources Management Corp | 5,790 | $935.0K | 0.13% | +1,722+42.3% | Added |
| Union Bancaire Privee, UBP SA | 5,698 | $916.5K | 0.02% | −3,808−40.1% | Reduced |
| Point72 (DIFC) Ltd | 5,637 | $910.4K | 0.09% | +4,549+418.1% | Added |
| State of Wisconsin Investment Board | 5,476 | $884.4K | 0.00% | +452+9.0% | Added |
| Williamson Legacy Group, LLC | 5,457 | $881.3K | 0.84% | −66−1.2% | Reduced |
| Novem Group | 5,432 | $877.3K | 0.12% | +1,433+35.8% | Added |
| Susquehanna Fundamental Investments, LLC | 5,262 | $849.8K | 0.01% | +5,262 | New |
| Moneta Group Investment Advisors LLC | 5,165 | $834.1K | 0.01% | −336−6.1% | Reduced |
| Federated Hermes, Inc. | 5,116 | $826.2K | 0.00% | +59+1.2% | Added |
| Intrust Bank NA | 5,112 | $825.6K | 0.08% | +540+11.8% | Added |
| Isthmus Partners, LLC | 5,080 | $820.4K | 0.10% | 00.0% | Unchanged |
| Ethic Inc. | 4,989 | $818.7K | 0.02% | +203+4.2% | Added |
| D. E. Shaw & Co., Inc. | 4,995 | $806.7K | 0.00% | −8,482−62.9% | Reduced |
| QRG Capital Management, Inc. | 4,987 | $805.4K | 0.01% | +439+9.7% | Added |
| Captrust Financial Advisors | 4,962 | $801.4K | 0.00% | +54+1.1% | Added |
| Norden Group LLC | 4,938 | $797.5K | 0.09% | +3,168+179.0% | Added |
| Crossmark Global Holdings, Inc. | 4,646 | $750.3K | 0.01% | −24−0.5% | Reduced |
| Bank of Nova Scotia | 4,599 | $742.7K | 0.00% | +4,599 | New |
| Private Advisor Group, LLC | 4,503 | $727.2K | 0.00% | −1,161−20.5% | Reduced |
| CAPROCK Group, Inc. | 4,492 | $725.6K | 0.02% | +98+2.2% | Added |
| Martingale Asset Management L P | 4,393 | $709.5K | 0.02% | +4,393 | New |
| Portside Wealth Group, LLC | 4,340 | $700.9K | 0.11% | +1,586+57.6% | Added |
| 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 |
| Sendero Wealth Management, LLC | 4,312 | $696.4K | 0.10% | −1,510−25.9% | Reduced |
| Avantax Advisory Services, Inc. | 4,286 | $692.1K | 0.00% | −978−18.6% | Reduced |
| Nebula Research & Development LLC | 4,272 | $689.9K | 0.06% | +2,816+193.4% | Added |
| GAMMA Investing LLC | 4,250 | $686.4K | 0.05% | +2,520+145.7% | Added |
| Naples Global Advisors, LLC | 4,230 | $683.1K | 0.06% | −600−12.4% | Reduced |
| First Eagle Investment Management, LLC | 4,197 | $677.8K | 0.00% | −100−2.3% | Reduced |
| Los Angeles Capital Management LLC | 4,185 | $675.9K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 4,151 | $670.4K | 0.02% | +100+2.5% | Added |
| Bridges Investment Management Inc | 4,121 | $665.5K | 0.01% | −844−17.0% | Reduced |
| Hanlon Investment Management, Inc. | 4,101 | $662.3K | 0.50% | −368−8.2% | Reduced |
| Brookstone Capital Management | 4,075 | $658.2K | 0.01% | +90+2.3% | Added |
| Clifford Group, LLC | 4,033 | $651.4K | 0.61% | −212−5.0% | Reduced |
| Quest Partners LLC | 4,027 | $650.4K | 0.07% | +1,651+69.5% | Added |
| Alpine Woods Capital Investors, LLC | 3,952 | $638.2K | 0.16% | −148−3.6% | Reduced |
| Studio Investment Management LLC | 3,945 | $637.1K | 0.13% | −473−10.7% | Reduced |
| Alberta Investment Management Corp | 3,911 | $631.6K | 0.00% | +788+25.2% | Added |
| Keybank National Association | 3,868 | $624.7K | 0.00% | +3,868 | New |
| Guggenheim Capital LLC | 3,868 | $624.7K | 0.01% | +445+13.0% | Added |
| 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 |
| Mount Yale Investment Advisors, LLC | 3,830 | $618.6K | 0.05% | +3,830 | New |
| NBC Securities, Inc. | 3,764 | $607.0K | 0.05% | +3,761+125,366.7% | Added |
| Aviva PLC | 3,745 | $604.8K | 0.00% | +424+12.8% | Added |
| M&T Bank Corp | 3,701 | $597.2K | 0.00% | −70−1.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,657 | $590.6K | 0.00% | +3,657 | New |
| Aigen Investment Management, LP | 3,643 | $588.3K | 0.09% | +660+22.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,613 | $583.0K | 0.00% | +2,036+129.1% | Added |