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, Q2 2025
Institutional positions in Houlihan Lokey, Inc. as of Jun 30, 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
- 549
- +28 vs. Q1 2025
- Shares held
- 55.1M
- +1.92M (+3.6%) vs. Q1 2025
- Total value
- $9.93B
- +$1.33B (+15.5%) vs. Q1 2025
- New holders
- 80
- 192 more added
- Sold out
- 52
- 208 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,687,367 | $1.02B | 0.02% | +67,588+1.2% | Added |
| Vanguard Group Inc | 5,291,432 | $952.2M | 0.02% | −15,172−0.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,006,952 | $541.1M | 1.29% | +79,993+2.7% | Added |
| Earnest Partners LLC | 2,472,469 | $444.9M | 2.01% | −176,439−6.7% | Reduced |
| State Street Corp | 1,716,610 | $308.9M | 0.01% | −19,440−1.1% | Reduced |
| FMR LLC | 1,628,556 | $293.1M | 0.02% | −55,378−3.3% | Reduced |
| Wellington Management Group LLP | 1,459,217 | $262.6M | 0.05% | +64,069+4.6% | Added |
| Burgundy Asset Management Ltd. | 1,225,966 | $220.6M | 2.15% | +36,144+3.0% | Added |
| Bamco Inc | 1,146,143 | $206.2M | 0.56% | +1,964+0.2% | Added |
| T. Rowe Price Investment Management, Inc. | 1,052,247 | $189.4M | 0.12% | −149,299−12.4% | Reduced |
| Bank of America Corp | 1,041,990 | $187.5M | 0.02% | +41,470+4.1% | Added |
| Geode Capital Management, LLC | 1,041,590 | $187.5M | 0.01% | +21,132+2.1% | Added |
| Raymond James Financial Inc | 874,078 | $157.3M | 0.05% | +82,002+10.4% | Added |
| Invesco Ltd. | 846,640 | $152.4M | 0.03% | −69,372−7.6% | Reduced |
| Capital Research Global Investors | 798,836 | $143.8M | 0.03% | +294,781+58.5% | Added |
| Capital International Investors | 798,358 | $143.7M | 0.02% | +3,447+0.4% | Added |
| Fiduciary Management Inc | 751,325 | $135.2M | 1.30% | −3,616−0.5% | Reduced |
| Norges Bank | 704,214 | $126.7M | 0.02% | +30,250+4.5% | Added |
| SEI Investments Co | 690,624 | $124.3M | 0.14% | +86,244+14.3% | Added |
| Neuberger Berman Group LLC | 681,791 | $122.7M | 0.09% | −18,860−2.7% | Reduced |
| Morgan Stanley | 623,260 | $112.2M | 0.01% | +76,462+14.0% | Added |
| Charles Schwab Investment Management Inc | 589,739 | $106.1M | 0.02% | −9,028−1.5% | Reduced |
| Clearbridge Investments, LLC | 579,902 | $104.4M | 0.08% | −54,064−8.5% | Reduced |
| Dimensional Fund Advisors LP | 554,770 | $99.8M | 0.02% | −3,029−0.5% | Reduced |
| Champlain Investment Partners, LLC | 546,340 | $98.3M | 0.69% | +361,085+194.9% | Added |
| Northern Trust Corp | 538,400 | $96.9M | 0.01% | −1,706−0.3% | Reduced |
| Ameriprise Financial Inc | 489,697 | $88.1M | 0.02% | −105,578−17.7% | Reduced |
| Alliancebernstein L.P. | 488,381 | $87.9M | 0.03% | −19,200−3.8% | Reduced |
| Goldman Sachs Group Inc | 481,710 | $86.7M | 0.01% | +65,967+15.9% | Added |
| Bank of New York Mellon Corp | 474,843 | $85.4M | 0.02% | −9,198−1.9% | Reduced |
| Jennison Associates LLC | 469,653 | $84.5M | 0.05% | +125,049+36.3% | Added |
| Envestnet Asset Management Inc | 440,956 | $79.3M | 0.02% | −54,283−11.0% | Reduced |
| Congress Asset Management Co | 438,060 | $78.8M | 0.54% | −66,089−13.1% | Reduced |
| Wells Fargo & Company | 418,871 | $75.4M | 0.02% | +16,065+4.0% | Added |
| First Trust Advisors LP | 406,768 | $73.2M | 0.06% | −91,910−18.4% | Reduced |
| Thrivent Financial for Lutherans | 406,280 | $73.1M | 0.16% | −87,399−17.7% | Reduced |
| Van Berkom & Associates Inc. | 396,406 | $71.3M | 2.12% | −5,434−1.4% | Reduced |
| GW&K Investment Management, LLC | 386,744 | $69.6M | 0.62% | −28,533−6.9% | Reduced |
| Natixis Advisors, L.P. | 350,267 | $63.0M | 0.10% | −52,496−13.0% | Reduced |
| Handelsbanken Fonder AB | 348,458 | $62.7M | 0.22% | +73,000+26.5% | Added |
| Westfield Capital Management Co LP | 345,524 | $62.2M | 0.26% | +59,236+20.7% | Added |
| Jacobs Levy Equity Management, Inc | 338,103 | $60.8M | 0.24% | +98,581+41.2% | Added |
| Ancora Advisors, LLC | 281,222 | $50.6M | 1.05% | +850+0.3% | Added |
| Woodley Farra Manion Portfolio Management Inc | 278,835 | $50.2M | 2.36% | −10,955−3.8% | Reduced |
| Qube Research & Technologies Ltd | 274,387 | $49.4M | 0.07% | +166,285+153.8% | Added |
| Fiera Capital Corp | 271,764 | $48.9M | 0.17% | −3,565−1.3% | Reduced |
| UBS Group AG | 258,856 | $46.6M | 0.01% | +22,651+9.6% | Added |
| Franklin Resources Inc | 253,499 | $45.6M | 0.01% | −7,700−2.9% | Reduced |
| Schroder Investment Management Group | 247,634 | $45.2M | 0.04% | +130,937+112.2% | Added |
| Argent Capital Management LLC | 241,587 | $43.5M | 1.24% | +6,012+2.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 240,486 | $43.3M | 0.13% | +12,055+5.3% | Added |
| Renaissance Technologies LLC | 236,100 | $42.5M | 0.06% | +85,400+56.7% | Added |
| HighTower Advisors, LLC | 235,186 | $42.3M | 0.05% | −4,638−1.9% | Reduced |
| UBS Asset Management Americas Inc | 221,885 | $39.9M | 0.01% | +41,251+22.8% | Added |
| Barlow Wealth Partners, Inc. | 205,578 | $37.7M | 4.51% | +1,764+0.9% | Added |
| Eventide Asset Management, LLC | 195,094 | $35.1M | 0.62% | −1,542−0.8% | Reduced |
| Renaissance Group LLC | 189,583 | $34.1M | 1.33% | +189,583 | New |
| Assenagon Asset Management S.A. | 182,729 | $32.9M | 0.05% | +182,729 | New |
| BNP Paribas Arbitrage, SA | 178,100 | $32.0M | 0.02% | +9,224+5.5% | Added |
| Royal Bank of Canada | 175,103 | $31.5M | 0.01% | +125,519+253.1% | Added |
| Amundi | 167,711 | $30.8M | 0.01% | +104,278+164.4% | Added |
| Brown Advisory Inc | 168,273 | $30.3M | 0.04% | −19,518−10.4% | Reduced |
| Public Employees Retirement Association of Colorado | 167,946 | $30.2M | 0.12% | −25,300−13.1% | Reduced |
| Flputnam Investment Management Co | 163,874 | $29.5M | 0.51% | −1,150−0.7% | Reduced |
| Rhumbline Advisers | 163,695 | $29.5M | 0.03% | +1,346+0.8% | Added |
| JPMorgan Chase & Co | 160,212 | $28.8M | 0.00% | −41,578−20.6% | Reduced |
| New York State Common Retirement Fund | 144,789 | $26.1M | 0.03% | +508+0.4% | Added |
| Macquarie Group Ltd | 132,682 | $23.9M | 0.03% | −27,667−17.3% | Reduced |
| AQR Capital Management LLC | 131,534 | $23.7M | 0.02% | +101,880+343.6% | Added |
| Barclays PLC | 131,507 | $23.7M | 0.01% | −11,642−8.1% | Reduced |
| Alps Advisors Inc | 127,518 | $22.9M | 0.13% | −642−0.5% | Reduced |
| Russell Investments Group, Ltd. | 126,509 | $22.8M | 0.03% | +22,624+21.8% | Added |
| Principal Financial Group Inc | 122,173 | $22.0M | 0.01% | −2,244−1.8% | Reduced |
| GHP Investment Advisors, Inc. | 119,440 | $21.5M | 0.95% | −822−0.7% | Reduced |
| Millennium Management LLC | 114,362 | $20.6M | 0.02% | −3,060−2.6% | Reduced |
| Citigroup Inc | 113,684 | $20.5M | 0.01% | +98,241+636.2% | Added |
| Legal & General Group Plc | 111,112 | $20.0M | 0.00% | +881+0.8% | Added |
| Nuveen, LLC | 108,625 | $19.5M | 0.01% | −36,751−25.3% | Reduced |
| Fenimore Asset Management Inc | 104,225 | $18.8M | 0.37% | +54,151+108.1% | Added |
| Swiss National Bank | 103,136 | $18.6M | 0.01% | −1,000−1.0% | Reduced |
| Citadel Advisors LLC | 98,553 | $17.7M | 0.02% | +3,759+4.0% | Added |
| LPL Financial LLC | 97,874 | $17.6M | 0.01% | +2,836+3.0% | Added |
| California Public Employees Retirement System | 96,514 | $17.4M | 0.01% | +4,584+5.0% | Added |
| Jane Street Group, LLC | 89,689 | $16.1M | 0.03% | +87,182+3,477.5% | Added |
| Trexquant Investment LP | 88,452 | $15.9M | 0.18% | +39,476+80.6% | Added |
| Azora Capital LP | 87,007 | $15.7M | 0.71% | +87,007 | New |
| Segall Bryant & Hamill, LLC | 81,957 | $14.7M | 0.21% | +13,971+20.5% | Added |
| Montanaro Asset Management Ltd | 81,000 | $14.6M | 3.76% | +1,500+1.9% | Added |
| Stifel Financial Corp | 80,617 | $14.5M | 0.01% | −7,496−8.5% | Reduced |
| Nordea Investment Management AB | 74,469 | $13.5M | 0.01% | −88,235−54.2% | Reduced |
| StonePine Asset Management Inc. | 74,495 | $13.4M | 0.09% | +5,100+7.3% | Added |
| Royce & Associates LP | 74,465 | $13.4M | 0.14% | −2,549−3.3% | Reduced |
| Two Sigma Investments, LP | 71,307 | $12.8M | 0.02% | +51,753+264.7% | Added |
| Whittier Trust Co | 69,809 | $12.6M | 0.15% | +1,703+2.5% | Added |
| Voloridge Investment Management, LLC | 68,815 | $12.4M | 0.05% | −22,207−24.4% | Reduced |
| Edgestream Partners, L.P. | 68,803 | $12.4M | 0.34% | +50,819+282.6% | Added |
| Janus Henderson Group PLC | 68,642 | $12.4M | 0.01% | +43,600+174.1% | Added |
| Bank of Nova Scotia | 66,743 | $12.0M | 0.02% | +62,144+1,351.3% | Added |
| Retirement Systems of Alabama | 65,743 | $11.8M | 0.04% | −140.0% | Reduced |
| Mutual of America Capital Management LLC | 58,389 | $10.5M | 0.11% | −1,855−3.1% | Reduced |