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 |
|---|---|---|---|---|---|
| MAI Capital Management | 368 | $66.2K | 0.00% | +268+268.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 393 | $71.0K | 0.00% | +393 | New |
| Eastern Bank | 400 | $72.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 401 | $72.2K | 0.00% | +7+1.8% | Added |
| Versant Capital Management, Inc | 406 | $73.1K | 0.01% | +43+11.8% | Added |
| Anchor Investment Management, LLC | 450 | $81.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 484 | $87.0K | 0.01% | −3,280−87.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 500 | $90.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 530 | $95.4K | 0.00% | −20−3.6% | Reduced |
| Signaturefd, LLC | 574 | $103.3K | 0.00% | −70−10.9% | Reduced |
| Skopos Labs, Inc. | 710 | $127.8K | 0.02% | +505+246.3% | Added |
| Park Place Capital Corp | 734 | $133.3K | 0.03% | −15−2.0% | Reduced |
| Penserra Capital Management LLC | 762 | $137.0K | 0.00% | +762 | New |
| Parallel Advisors, LLC | 793 | $142.7K | 0.00% | −26−3.2% | Reduced |
| Brown Brothers Harriman & Co | 804 | $144.7K | 0.00% | +241+42.8% | Added |
| Northwestern Mutual Wealth Management Co | 886 | $159.4K | 0.00% | +19+2.2% | Added |
| Allworth Financial LP | 887 | $159.6K | 0.00% | +251+39.5% | Added |
| Fourth Dimension Wealth, LLC | 898 | $161.6K | 0.07% | +898 | New |
| AdvisorNet Financial, Inc | 900 | $162.0K | 0.01% | +19+2.2% | Added |
| Huntington National Bank | 1,060 | $190.7K | 0.00% | −244−18.7% | Reduced |
| Stephenson National Bank & Trust | 1,079 | $194.2K | 0.06% | −158−12.8% | Reduced |
| Smartleaf Asset Management LLC | 1,072 | $195.7K | 0.02% | −25−2.3% | Reduced |
| Principal Securities, Inc. | 1,112 | $200.1K | 0.00% | +64+6.1% | Added |
| Vise Technologies, Inc. | 1,113 | $200.3K | 0.01% | +1,113 | New |
| Motley Fool Asset Management LLC | 1,130 | $203.3K | 0.01% | +1,130 | New |
| Covestor Ltd | 1,136 | $204.0K | 0.12% | +146+14.7% | Added |
| Harvest Investment Services, LLC | 1,139 | $204.9K | 0.05% | +1,139 | New |
| Independent Advisor Alliance | 1,141 | $205.3K | 0.01% | +1,141 | New |
| Forum Financial Management, LP | 1,141 | $205.3K | 0.00% | +1,141 | New |
| Moloney Securities Asset Management, LLC | 1,170 | $210.5K | 0.03% | −235−16.7% | Reduced |
| Johnson Investment Counsel Inc | 1,176 | $211.6K | 0.00% | +1,176 | New |
| Manchester Capital Management LLC | 1,190 | $214.1K | 0.03% | 00.0% | Unchanged |
| Corton Capital Inc. | 1,191 | $214.3K | 0.25% | −161−11.9% | Reduced |
| OneAscent Family Office, LLC | 1,193 | $215.0K | 0.20% | +1,193 | New |
| Meeder Advisory Services, Inc. | 1,208 | $217.4K | 0.01% | +1,208 | New |
| R Squared Ltd | 1,220 | $219.5K | 0.12% | −621−33.7% | Reduced |
| Impact Capital Partners LLC | 1,221 | $219.7K | 0.07% | −82−6.3% | Reduced |
| Global Retirement Partners, LLC | 1,221 | $219.7K | 0.01% | +1,221 | New |
| Strategy Asset Managers LLC | 1,236 | $222.3K | 0.04% | −6−0.5% | Reduced |
| Mutual Advisors, LLC | 1,135 | $222.3K | 0.01% | +1,135 | New |
| Profund Advisors LLC | 1,246 | $224.2K | 0.01% | −75−5.7% | Reduced |
| Jefferies Financial Group Inc. | 1,267 | $228.0K | 0.00% | −6,641−84.0% | Reduced |
| Resources Investment Advisors, LLC. | 1,269 | $228.4K | 0.00% | −34−2.6% | Reduced |
| SCS Capital Management LLC | 1,286 | $231.4K | 0.00% | −69−5.1% | Reduced |
| 111 Capital | 1,286 | $231.4K | 0.04% | +1,286 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,294 | $232.9K | 0.01% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 1,308 | $235.4K | 0.01% | +1,308 | New |
| Ritholtz Wealth Management | 1,378 | $247.9K | 0.01% | −16−1.1% | Reduced |
| Okabena Investment Services Inc | 1,382 | $248.7K | 0.06% | 00.0% | Unchanged |
| KBC Group NV | 1,387 | $250.0K | 0.00% | −908−39.6% | Reduced |
| Swiss Life Asset Management Ltd | 1,397 | $251.4K | 0.00% | +1,397 | New |
| PFW Advisors LLC | 1,402 | $252.3K | 0.08% | 00.0% | Unchanged |
| Umb Bank N A | 1,403 | $252.5K | 0.00% | +31+2.3% | Added |
| Scissortail Wealth Management, LLC | 1,406 | $253.0K | 0.06% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,433 | $257.9K | 0.00% | +46+3.3% | Added |
| OneAscent Financial Services LLC | 1,434 | $259.0K | 0.02% | −1,742−54.8% | Reduced |
| Riverwater Partners LLC | 1,458 | $262.4K | 0.12% | +2+0.1% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,460 | $265.1K | 0.12% | −20−1.4% | Reduced |
| Bessemer Group Inc | 1,499 | $270.0K | 0.00% | −2−0.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,550 | $278.9K | 0.01% | +3+0.2% | Added |
| Brown Miller Wealth Management, LLC | 1,557 | $280.1K | 0.09% | +172+12.4% | Added |
| OneAscent Wealth Management LLC | 1,572 | $283.0K | 0.10% | +87+5.9% | Added |
| Qsemble Capital Management, LP | 1,587 | $285.6K | 0.03% | +1,587 | New |
| Fedenia Advisers LLC | 1,593 | $286.7K | 0.14% | −30−1.8% | Reduced |
| Serenus Wealth Advisors, LLC | 1,610 | $289.7K | 0.05% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 1,644 | $295.8K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,668 | $300.2K | 0.02% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,653 | $301.8K | 0.03% | −410−19.9% | Reduced |
| AE Wealth Management LLC | 1,679 | $302.2K | 0.00% | −166−9.0% | Reduced |
| IFP Advisors, Inc | 1,682 | $303.1K | 0.01% | +4+0.2% | Added |
| Rehmann Capital Advisory Group | 1,697 | $305.5K | 0.02% | +220+14.9% | Added |
| Diversify Wealth Management, LLC | 1,582 | $305.9K | 0.02% | +159+11.2% | Added |
| Evoke Wealth, LLC | 1,709 | $307.5K | 0.01% | −4,821−73.8% | Reduced |
| SFMG, LLC | 1,716 | $308.8K | 0.02% | +5+0.3% | Added |
| Net Worth Advisory Group | 1,750 | $314.9K | 0.07% | +63+3.7% | Added |
| Cassaday & Co Wealth Management LLC | 1,783 | $320.9K | 0.01% | −77−4.1% | Reduced |
| Commonwealth Equity Services, LLC | 1,794 | $323.0K | 0.00% | +77+4.5% | Added |
| Mount Yale Investment Advisors, LLC | 1,802 | $324.3K | 0.03% | −2,028−53.0% | Reduced |
| Berry Wealth Group, LP | 1,851 | $333.1K | 0.23% | +13+0.7% | Added |
| Quest Partners LLC | 1,857 | $334.2K | 0.03% | −2,170−53.9% | Reduced |
| Anb Bank | 1,862 | $335.1K | 0.15% | +101+5.7% | Added |
| NewEdge Wealth, LLC | 1,778 | $336.9K | 0.01% | −213−10.7% | Reduced |
| We Are One Seven, LLC | 1,892 | $340.5K | 0.01% | −71−3.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,916 | $344.8K | 0.09% | +61+3.3% | Added |
| American Trust | 1,920 | $345.5K | 0.03% | +1,920 | New |
| Shelton Capital Management | 1,924 | $346.2K | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,969 | $354.3K | 0.07% | +1,969 | New |
| Ci Investments Inc. | 1,978 | $356.0K | 0.00% | −148−7.0% | Reduced |
| Alliance Wealth Advisors, LLC | 2,076 | $373.6K | 0.09% | +4+0.2% | Added |
| Wallace Advisory Group, LLC | 2,333 | $376.8K | 0.27% | +1,097+88.8% | Added |
| Kestra Private Wealth Services, LLC | 2,111 | $379.9K | 0.01% | −4,420−67.7% | Reduced |
| Trajan Wealth LLC | 2,115 | $380.6K | 0.02% | −116−5.2% | Reduced |
| Lecap Asset Management Ltd | 2,145 | $386.0K | 0.14% | −8,385−79.6% | Reduced |
| Vista Finance, LLC | 2,228 | $400.9K | 0.35% | +87+4.1% | Added |
| Martingale Asset Management L P | 2,243 | $403.6K | 0.01% | −2,150−48.9% | Reduced |
| HighPoint Advisor Group LLC | 2,255 | $405.8K | 0.02% | +24+1.1% | Added |
| Sterling Capital Management LLC | 2,258 | $406.3K | 0.01% | −420−15.7% | Reduced |
| Marshall Wace, LLP | 2,297 | $413.3K | 0.00% | +2,297 | New |
| Jump Financial, LLC | 2,302 | $414.2K | 0.01% | −23,895−91.2% | Reduced |
| Wealthcare Capital Partners, LLC | 2,310 | $415.6K | 0.21% | +8+0.3% | Added |