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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 1,303 | $210.5K | 0.00% | +1,303 | New |
| Impact Capital Partners LLC | 1,303 | $210.4K | 0.08% | +1,303 | New |
| Virginia Retirement Systems Et Al | 1,300 | $209.9K | 0.00% | +1,300 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,294 | $209.0K | 0.01% | −10−0.8% | Reduced |
| Strategy Asset Managers LLC | 1,242 | $200.6K | 0.04% | −63−4.8% | Reduced |
| Stephenson National Bank & Trust | 1,237 | $199.8K | 0.07% | −81−6.1% | Reduced |
| Manchester Capital Management LLC | 1,190 | $192.2K | 0.02% | +51+4.5% | Added |
| Principal Securities, Inc. | 1,048 | $182.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,097 | $173.4K | 0.02% | +14+1.3% | Added |
| Coldstream Capital Management Inc | 1,032 | $166.7K | 0.00% | +1,032 | New |
| Covestor Ltd | 990 | $160.0K | 0.11% | +369+59.4% | Added |
| AdvisorNet Financial, Inc | 881 | $142.3K | 0.01% | +21+2.4% | Added |
| Northwestern Mutual Wealth Management Co | 867 | $140.0K | 0.00% | −246−22.1% | Reduced |
| Lindbrook Capital, LLC | 865 | $139.7K | 0.01% | +726+522.3% | Added |
| Parallel Advisors, LLC | 819 | $132.3K | 0.00% | +102+14.2% | Added |
| Park Place Capital Corp | 749 | $121.0K | 0.03% | +242+47.7% | Added |
| Signaturefd, LLC | 644 | $104.0K | 0.00% | +297+85.6% | Added |
| Allworth Financial LP | 636 | $101.7K | 0.00% | +40+6.7% | Added |
| Mather Group, LLC. | 624 | $100.8K | 0.00% | +40+6.8% | Added |
| Brown Brothers Harriman & Co | 563 | $90.9K | 0.00% | −92−14.0% | Reduced |
| Quarry LP | 561 | $90.6K | 0.02% | +561 | New |
| First Horizon Advisors, Inc. | 550 | $88.8K | 0.00% | +82+17.5% | Added |
| Harvest Fund Management Co., Ltd | 521 | $84.0K | 0.00% | −2,947−85.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 500 | $81.0K | 0.00% | +500 | New |
| Anchor Investment Management, LLC | 450 | $72.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 394 | $64.7K | 0.00% | −588−59.9% | Reduced |
| Eastern Bank | 400 | $64.6K | 0.00% | +400 | New |
| Versant Capital Management, Inc | 363 | $58.6K | 0.01% | +320+744.2% | Added |
| Emerald Advisers, LLC | 345 | $55.7K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 334 | $53.9K | 0.01% | +334 | New |
| Golden State Wealth Management, LLC | 305 | $49.3K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 275 | $44.4K | 0.03% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 267 | $43.1K | 0.03% | +260+3,714.3% | Added |
| Wolff Wiese Magana LLC | 241 | $38.9K | 0.03% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 232 | $37.5K | 0.01% | +35+17.8% | Added |
| TCTC Holdings, LLC | 232 | $37.5K | 0.00% | +118+103.5% | Added |
| Bartlett & Co. Wealth Management LLC | 217 | $35.0K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 215 | $34.7K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 205 | $33.1K | 0.01% | +205 | New |
| UMA Financial Services, Inc. | 200 | $32.3K | 0.01% | 00.0% | Unchanged |
| Motco | 179 | $28.9K | 0.00% | +179 | New |
| Optiver Holding B.V. | 174 | $28.1K | 0.00% | +174 | New |
| Nomura Asset Management Co Ltd | 170 | $27.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 169 | $27.3K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 169 | $27.3K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 152 | $24.5K | 0.00% | +80+111.1% | Added |
| FWL Investment Management, LLC | 138 | $22.3K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 132 | $21.3K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 131 | $21.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 121 | $19.5K | 0.00% | −136−52.9% | Reduced |
| Alpine Bank Wealth Management | 117 | $18.9K | 0.00% | +117 | New |
| Marshall & Sterling Wealth Advisors Inc. | 116 | $18.7K | 0.01% | +116 | New |
| Rise Advisors, LLC | 114 | $18.4K | 0.01% | −39−25.5% | Reduced |
| Massmutual Trust Co FSB | 108 | $17.4K | 0.00% | +74+217.6% | Added |
| Headlands Technologies LLC | 107 | $17.3K | 0.00% | +107 | New |
| HHM Wealth Advisors, LLC | 104 | $16.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 108 | $16.8K | 0.00% | +43+66.2% | Added |
| MAI Capital Management | 100 | $16.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 99 | $16.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 96 | $15.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 95 | $15.4K | 0.00% | +3+3.3% | Added |
| Bell Investment Advisors, Inc | 95 | $15.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 93 | $15.0K | 0.00% | +44+89.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 92 | $15.0K | 0.00% | +92 | New |
| Bryn Mawr Trust Co | 78 | $12.6K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78 | $12.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 77 | $12.4K | 0.00% | −12−13.5% | Reduced |
| Key Financial Inc | 67 | $10.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 66 | $10.7K | 0.00% | +26+65.0% | Added |
| City Holding Co | 57 | $9.21K | 0.00% | +57 | New |
| Arlington Trust Co LLC | 56 | $9.04K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 55 | $8.88K | 0.00% | +12+27.9% | Added |
| Harbor Investment Advisory, LLC | 50 | $8.07K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 54 | $8.00K | 0.00% | +13+31.7% | Added |
| CIBC Private Wealth Group, LLC | 52 | $7.36K | 0.00% | −17−24.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 44 | $7.15K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 44 | $7.11K | 0.00% | −29−39.7% | Reduced |
| First Pacific Financial | 41 | $6.62K | 0.00% | +17+70.8% | Added |
| JFS Wealth Advisors, LLC | 39 | $6.30K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 38 | $6.18K | 0.00% | −10−20.8% | Reduced |
| Financial Network Wealth Advisors LLC | 38 | $6.15K | 0.01% | +23+153.3% | Added |
| Carolinas Wealth Consulting LLC | 37 | $5.98K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 36 | $5.81K | 0.00% | +36 | New |
| TD Capital Management LLC | 35 | $5.69K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 35 | $5.65K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $5.65K | 0.00% | +16+84.2% | Added |
| CoreCap Advisors, LLC | 34 | $5.49K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 32 | $5.25K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 32 | $5.17K | 0.00% | +32 | New |
| North Star Investment Management Corp. | 29 | $4.71K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 29 | $4.68K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 29 | $4.68K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 26 | $4.17K | 0.00% | −16−38.1% | Reduced |
| Creative Financial Designs Inc | 25 | $4.04K | 0.00% | +7+38.9% | Added |
| NewSquare Capital LLC | 25 | $4.04K | 0.00% | +23+1,150.0% | Added |
| Bellevue Asset Management, LLC | 24 | $3.88K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 21 | $3.39K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 20 | $3.23K | 0.00% | −5−20.0% | Reduced |
| Whipplewood Advisors, LLC | 104 | $3.07K | 0.00% | +72+225.0% | Added |
| WPG Advisers, LLC | 18 | $2.91K | 0.00% | +14+350.0% | Added |