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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 3,510 | $566.9K | 0.00% | −2,096−37.4% | Reduced |
| Ronald Blue Trust, Inc. | 3,494 | $564.2K | 0.01% | −157−4.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,485 | $562.8K | 0.11% | −281−7.5% | Reduced |
| Walleye Trading LLC | 3,480 | $562.0K | 0.02% | +1,070+44.4% | Added |
| National Asset Management, Inc. | 3,463 | $559.2K | 0.02% | +818+30.9% | Added |
| Newbridge Financial Services Group, Inc. | 3,417 | $551.8K | 0.13% | +3,417 | New |
| Clearstead Advisors, LLC | 3,414 | $551.4K | 0.01% | +343+11.2% | Added |
| United Services Automobile Association | 3,438 | $543.5K | 0.02% | +3,438 | New |
| Dynasty Wealth Management, LLC | 3,293 | $531.7K | 0.01% | +34+1.0% | Added |
| Custom Index Systems, LLC | 3,286 | $530.7K | 0.27% | +696+26.9% | Added |
| OneAscent Financial Services LLC | 3,176 | $516.0K | 0.03% | +1,187+59.7% | Added |
| Mount Lucas Management LP | 3,169 | $511.8K | 0.24% | +3,169 | New |
| OneAscent Investment Solutions LLC | 3,167 | $511.0K | 0.61% | +3,167 | New |
| Glenmede Trust Co NA | 3,161 | $510.5K | 0.00% | −23−0.7% | Reduced |
| First Bank & Trust | 3,106 | $501.6K | 0.10% | −32−1.0% | Reduced |
| Wealth Alliance | 3,073 | $496.4K | 0.06% | +25+0.8% | Added |
| Alamea Verwaltungs GmbH | 3,068 | $495.5K | 0.43% | +3,068 | New |
| Utah Retirement Systems | 2,800 | $452.2K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 2,798 | $451.9K | 0.00% | −533−16.0% | Reduced |
| State of Wyoming | 2,778 | $448.6K | 0.06% | −2,142−43.5% | Reduced |
| Fiduciary Trust Co | 2,772 | $447.7K | 0.01% | +2,772 | New |
| Axxcess Wealth Management, LLC | 2,770 | $447.4K | 0.01% | −96−3.3% | Reduced |
| Vident Advisory, LLC | 2,767 | $447.0K | 0.01% | +496+21.8% | Added |
| Sterling Capital Management LLC | 2,678 | $432.5K | 0.01% | −221−7.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 2,640 | $426.4K | 0.18% | +2,640 | New |
| Quadrant Capital Group LLC | 2,605 | $420.7K | 0.02% | +2,360+963.3% | Added |
| Mercer Global Advisors Inc | 2,599 | $419.8K | 0.00% | −27−1.0% | Reduced |
| Outlook Wealth Advisors, LLC | 2,566 | $414.4K | 0.12% | +16+0.6% | Added |
| Counterpoint Mutual Funds LLC | 2,531 | $408.8K | 0.06% | +2,531 | New |
| Jane Street Group, LLC | 2,507 | $404.9K | 0.00% | −14,522−85.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,494 | $402.8K | 0.01% | +1,079+76.3% | Added |
| Steward Partners Investment Advisory, LLC | 2,488 | $401.8K | 0.00% | +1,077+76.3% | Added |
| Allianz Asset Management GmbH | 2,484 | $401.2K | 0.00% | −1,934−43.8% | Reduced |
| Maryland State Retirement & Pension System | 2,450 | $395.7K | 0.01% | −488−16.6% | Reduced |
| Financial Advocates Investment Management | 2,449 | $395.6K | 0.03% | +68+2.9% | Added |
| Wealthcare Capital Partners, LLC | 2,302 | $371.8K | 0.19% | +8+0.3% | Added |
| ProShare Advisors LLC | 2,301 | $371.6K | 0.00% | −206−8.2% | Reduced |
| KBC Group NV | 2,295 | $371.0K | 0.00% | −17,608−88.5% | Reduced |
| HighPoint Advisor Group LLC | 2,231 | $361.9K | 0.02% | −16−0.7% | Reduced |
| Trajan Wealth LLC | 2,231 | $360.3K | 0.02% | −90−3.9% | Reduced |
| Two Sigma Advisers, LP | 2,200 | $355.3K | 0.00% | +2,200 | New |
| Equitable Trust Co | 2,151 | $347.4K | 0.02% | 00.0% | Unchanged |
| Vista Finance, LLC | 2,141 | $345.8K | 0.30% | +139+6.9% | Added |
| Ci Investments Inc. | 2,126 | $343.0K | 0.00% | +222+11.7% | Added |
| Cynosure Management, LLC | 2,112 | $341.1K | 0.05% | +433+25.8% | Added |
| Alliance Wealth Advisors, LLC | 2,072 | $334.6K | 0.09% | +2,072 | New |
| EverSource Wealth Advisors, LLC | 2,048 | $330.7K | 0.02% | +290+16.5% | Added |
| Voya Financial Advisors, Inc. | 2,063 | $326.2K | 0.04% | −92−4.3% | Reduced |
| Versor Investments LP | 2,000 | $323.0K | 0.05% | −2,671−57.2% | Reduced |
| NewEdge Wealth, LLC | 1,991 | $321.5K | 0.01% | −348−14.9% | Reduced |
| National Bank of Canada | 1,990 | $321.3K | 0.00% | +1,990 | New |
| We Are One Seven, LLC | 1,963 | $317.0K | 0.01% | +1,963 | New |
| Sowell Financial Services LLC | 1,939 | $313.2K | 0.01% | +1,939 | New |
| Shelton Capital Management | 1,924 | $310.7K | 0.01% | −131−6.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,860 | $300.4K | 0.01% | −119−6.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,855 | $299.6K | 0.08% | +1,855 | New |
| Tower Research Capital LLC (TRC) | 1,845 | $298.0K | 0.01% | −703−27.6% | Reduced |
| AE Wealth Management LLC | 1,845 | $297.9K | 0.00% | +1,845 | New |
| R Squared Ltd | 1,841 | $297.3K | 0.32% | +224+13.9% | Added |
| Berry Wealth Group, LP | 1,838 | $296.8K | 0.23% | −140−7.1% | Reduced |
| Anb Bank | 1,761 | $284.4K | 0.13% | +35+2.0% | Added |
| MQS Management LLC | 1,739 | $280.8K | 0.16% | +1,739 | New |
| Twinbeech Capital LP | 1,718 | $277.5K | 0.01% | +1,718 | New |
| Commonwealth Equity Services, LLC | 1,717 | $277.0K | 0.00% | −46−2.6% | Reduced |
| SFMG, LLC | 1,711 | $276.3K | 0.02% | −1−0.1% | Reduced |
| IFP Advisors, Inc | 1,678 | $275.1K | 0.01% | +673+67.0% | Added |
| PharVision Advisers, LLC | 1,698 | $274.2K | 0.38% | +1,698 | New |
| Net Worth Advisory Group | 1,687 | $272.4K | 0.09% | −384−18.5% | Reduced |
| J2 Capital Management Inc | 1,685 | $272.1K | 0.25% | −244−12.6% | Reduced |
| FourThought Financial Partners, LLC | 1,677 | $270.8K | 0.03% | +20+1.2% | Added |
| Hamilton Capital Partners Inc. | 1,668 | $269.4K | 0.02% | −48−2.8% | Reduced |
| CIBC Asset Management Inc | 1,644 | $265.5K | 0.00% | +27+1.7% | Added |
| Atria Wealth Solutions, Inc. | 1,626 | $262.7K | 0.00% | +1+0.1% | Added |
| Fedenia Advisers LLC | 1,623 | $262.1K | 0.17% | −48−2.9% | Reduced |
| Serenus Wealth Advisors, LLC | 1,610 | $260.0K | 0.04% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 1,584 | $255.8K | 0.07% | +1,584 | New |
| Fifth Third Wealth Advisors LLC | 1,547 | $249.8K | 0.01% | +5+0.3% | Added |
| Callan Family Office, LLC | 1,500 | $242.3K | 0.02% | +87+6.2% | Added |
| Crawford Fund Management, LLC | 1,500 | $242.3K | 0.16% | +1,500 | New |
| Bessemer Group Inc | 1,501 | $242.0K | 0.00% | −128−7.9% | Reduced |
| Thoroughbred Financial Services, LLC | 1,495 | $241.0K | 0.02% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,485 | $240.0K | 0.10% | −94−6.0% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,480 | $239.0K | 0.13% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,477 | $238.6K | 0.02% | −243−14.1% | Reduced |
| Riverwater Partners LLC | 1,456 | $235.1K | 0.12% | −1,014−41.1% | Reduced |
| Diversify Wealth Management, LLC | 1,423 | $230.8K | 0.02% | +1,423 | New |
| Scissortail Wealth Management, LLC | 1,406 | $227.1K | 0.06% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,405 | $226.9K | 0.03% | −72−4.9% | Reduced |
| PFW Advisors LLC | 1,402 | $226.4K | 0.07% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,394 | $225.1K | 0.01% | +5+0.4% | Added |
| Nisa Investment Advisors, LLC | 1,387 | $224.0K | 0.00% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 1,385 | $223.7K | 0.08% | +1,385 | New |
| Okabena Investment Services Inc | 1,382 | $223.2K | 0.06% | 00.0% | Unchanged |
| Umb Bank N A | 1,372 | $221.6K | 0.00% | +470+52.1% | Added |
| SCS Capital Management LLC | 1,355 | $218.8K | 0.00% | +1,355 | New |
| Corton Capital Inc. | 1,352 | $218.3K | 0.72% | +1,352 | New |
| Wallace Advisory Group, LLC | 1,236 | $214.6K | 0.15% | +1,236 | New |
| Profund Advisors LLC | 1,321 | $213.3K | 0.01% | −6−0.5% | Reduced |
| SG Americas Securities, LLC | 1,321 | $213.0K | 0.00% | −16,760−92.7% | Reduced |
| Huntington National Bank | 1,304 | $210.6K | 0.00% | −12−0.9% | Reduced |