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 |
|---|---|---|---|---|---|
| J2 Capital Management Inc | 2,315 | $416.6K | 0.33% | +630+37.4% | Added |
| Capstone Investment Advisors, LLC | 2,321 | $417.7K | 0.00% | +2,321 | New |
| Merit Financial Group, LLC | 2,348 | $422.6K | 0.00% | +2,348 | New |
| ProShare Advisors LLC | 2,385 | $429.2K | 0.00% | +84+3.7% | Added |
| Private Advisor Group, LLC | 2,396 | $431.2K | 0.00% | −2,107−46.8% | Reduced |
| EverSource Wealth Advisors, LLC | 2,399 | $431.7K | 0.02% | +351+17.1% | Added |
| Maryland State Retirement & Pension System | 2,450 | $440.9K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 2,472 | $444.9K | 0.05% | −601−19.6% | Reduced |
| Quadrant Capital Group LLC | 2,495 | $449.0K | 0.02% | −110−4.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,507 | $451.1K | 0.00% | +19+0.8% | Added |
| Outlook Wealth Advisors, LLC | 2,519 | $453.3K | 0.12% | −47−1.8% | Reduced |
| Cynosure Management, LLC | 2,544 | $457.8K | 0.05% | +432+20.5% | Added |
| Union Bancaire Privee, UBP SA | 2,506 | $458.0K | 0.01% | −3,192−56.0% | Reduced |
| Polen Capital Management LLC | 2,555 | $459.8K | 0.00% | −29,740−92.1% | Reduced |
| Mercer Global Advisors Inc | 2,616 | $470.7K | 0.00% | +17+0.7% | Added |
| Aviva PLC | 2,684 | $483.0K | 0.00% | −1,061−28.3% | Reduced |
| Vident Advisory, LLC | 2,685 | $483.3K | 0.01% | −82−3.0% | Reduced |
| MQS Management LLC | 2,702 | $486.2K | 0.27% | +963+55.4% | Added |
| Axxcess Wealth Management, LLC | 2,804 | $504.5K | 0.01% | +34+1.2% | Added |
| Sherbrooke Park Advisers LLC | 2,852 | $513.2K | 0.22% | +2,852 | New |
| Utah Retirement Systems | 2,859 | $514.5K | 0.01% | +59+2.1% | Added |
| OneAscent Investment Solutions LLC | 2,883 | $519.0K | 0.55% | −284−9.0% | Reduced |
| Snowden Capital Advisors LLC | 2,902 | $522.2K | 0.02% | −948−24.6% | Reduced |
| Dynasty Wealth Management, LLC | 2,908 | $523.3K | 0.01% | −385−11.7% | Reduced |
| Summit Trail Advisors, LLC | 2,924 | $526.1K | 0.01% | +2,924 | New |
| Newbridge Financial Services Group, Inc. | 2,989 | $537.9K | 0.09% | −428−12.5% | Reduced |
| Versor Investments LP | 2,995 | $539.0K | 0.09% | +995+49.8% | Added |
| Fiduciary Trust Co | 3,010 | $541.6K | 0.01% | +238+8.6% | Added |
| Clearstead Advisors, LLC | 3,030 | $545.2K | 0.01% | −384−11.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 3,040 | $547.0K | 0.01% | +400+15.2% | Added |
| Beverly Hills Private Wealth, LLC | 3,049 | $548.7K | 0.10% | −436−12.5% | Reduced |
| First Bank & Trust | 3,054 | $549.6K | 0.10% | −52−1.7% | Reduced |
| Glenmede Investment Management, LP | 3,117 | $560.9K | 0.00% | +3,117 | New |
| Custom Index Systems, LLC | 3,190 | $574.0K | 0.27% | −96−2.9% | Reduced |
| Diversified Trust Co | 3,203 | $576.4K | 0.01% | +3,203 | New |
| Los Angeles Capital Management LLC | 3,332 | $599.6K | 0.00% | −853−20.4% | Reduced |
| Kestra Advisory Services, LLC | 3,355 | $603.8K | 0.00% | −155−4.4% | Reduced |
| National Asset Management, Inc. | 3,380 | $608.3K | 0.03% | −83−2.4% | Reduced |
| Graham Capital Management, L.P. | 3,426 | $616.5K | 0.02% | +3,426 | New |
| Picton Mahoney Asset Management | 3,434 | $619.0K | 0.01% | +3,434 | New |
| Tower Research Capital LLC (TRC) | 3,465 | $623.5K | 0.02% | +1,620+87.8% | Added |
| Alamea Verwaltungs GmbH | 3,597 | $647.3K | 0.49% | +529+17.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,624 | $652.0K | 0.00% | +11+0.3% | Added |
| Keybank National Association | 3,674 | $661.1K | 0.00% | −194−5.0% | Reduced |
| Hanlon Investment Management, Inc. | 3,697 | $665.3K | 0.48% | −404−9.9% | Reduced |
| Alpine Woods Capital Investors, LLC | 3,748 | $674.5K | 0.16% | −204−5.2% | Reduced |
| Ronald Blue Trust, Inc. | 3,784 | $680.8K | 0.01% | +290+8.3% | Added |
| Blueshift Asset Management, LLC | 3,791 | $682.2K | 0.21% | +3,791 | New |
| Guggenheim Capital LLC | 3,798 | $683.5K | 0.01% | −70−1.8% | Reduced |
| Brookstone Capital Management | 3,846 | $692.1K | 0.01% | −229−5.6% | Reduced |
| Yorktown Management & Research Co Inc | 3,850 | $692.8K | 0.66% | 00.0% | Unchanged |
| Studio Investment Management LLC | 3,910 | $703.6K | 0.14% | −35−0.9% | Reduced |
| Naples Global Advisors, LLC | 3,975 | $715.3K | 0.06% | −255−6.0% | Reduced |
| State of Wyoming | 3,987 | $717.5K | 0.09% | +1,209+43.5% | Added |
| Clifford Group, LLC | 4,026 | $724.5K | 0.60% | −7−0.2% | Reduced |
| Janney Montgomery Scott LLC | 4,072 | $733.0K | 0.00% | −86,609−95.5% | Reduced |
| Gsa Capital Partners LLP | 4,103 | $738.0K | 0.05% | +4,103 | New |
| M&T Bank Corp | 4,127 | $743.1K | 0.00% | +426+11.5% | Added |
| Securian Asset Management, Inc | 4,151 | $747.0K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 4,172 | $750.8K | 0.07% | −38,316−90.2% | Reduced |
| Avantax Advisory Services, Inc. | 4,192 | $754.3K | 0.00% | −94−2.2% | Reduced |
| Sendero Wealth Management, LLC | 4,312 | $775.9K | 0.10% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 4,314 | $776.3K | 0.15% | −4,734−52.3% | Reduced |
| Commerce Bank | 4,330 | $779.2K | 0.00% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,487 | $807.4K | 0.01% | +366+8.9% | Added |
| Sowell Financial Services LLC | 4,516 | $812.7K | 0.03% | +2,577+132.9% | Added |
| Portside Wealth Group, LLC | 4,539 | $816.8K | 0.12% | +199+4.6% | Added |
| Aigen Investment Management, LP | 4,580 | $824.2K | 0.11% | +937+25.7% | Added |
| Callan Family Office, LLC | 4,688 | $843.6K | 0.03% | +3,188+212.5% | Added |
| GAMMA Investing LLC | 4,718 | $849.0K | 0.05% | +468+11.0% | Added |
| Pacer Advisors, Inc. | 4,750 | $854.8K | 0.00% | +4,750 | New |
| Vestmark Advisory Solutions, Inc. | 4,758 | $856.3K | 0.01% | +2,264+90.8% | Added |
| Farringdon Capital, Ltd. | 4,823 | $867.9K | 0.29% | +4,823 | New |
| Captrust Financial Advisors | 4,861 | $874.7K | 0.00% | −101−2.0% | Reduced |
| CWM Advisors, LLC | 4,884 | $878.9K | 0.10% | +4,884 | New |
| Sequoia Financial Advisors, LLC | 4,905 | $882.7K | 0.01% | +4,905 | New |
| D. E. Shaw & Co., Inc. | 4,953 | $891.3K | 0.00% | −42−0.8% | Reduced |
| First Eagle Investment Management, LLC | 4,996 | $899.0K | 0.00% | +799+19.0% | Added |
| Federated Hermes, Inc. | 5,021 | $903.5K | 0.00% | −95−1.9% | Reduced |
| Numerai GP LLC | 5,079 | $914.0K | 0.13% | +5,079 | New |
| Isthmus Partners, LLC | 5,080 | $914.1K | 0.11% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 5,129 | $923.0K | 0.00% | −347−6.3% | Reduced |
| Bayforest Capital Ltd | 5,188 | $933.6K | 0.41% | −927−15.2% | Reduced |
| Moneta Group Investment Advisors LLC | 5,194 | $934.7K | 0.01% | +29+0.6% | Added |
| Norden Group LLC | 5,248 | $944.4K | 0.10% | +310+6.3% | Added |
| Walleye Trading LLC | 5,283 | $950.7K | 0.02% | +1,803+51.8% | Added |
| Ethic Inc. | 5,265 | $961.2K | 0.02% | +276+5.5% | Added |
| Brevan Howard Capital Management LP | 5,382 | $968.5K | 0.01% | +5,382 | New |
| QRG Capital Management, Inc. | 5,457 | $982.0K | 0.01% | +470+9.4% | Added |
| Crossmark Global Holdings, Inc. | 5,472 | $984.7K | 0.02% | +826+17.8% | Added |
| Connable Office Inc | 5,576 | $1.00M | 0.10% | −884−13.7% | Reduced |
| Two Sigma Advisers, LP | 5,600 | $1.01M | 0.00% | +3,400+154.5% | Added |
| Arrowstreet Capital, Limited Partnership | 5,740 | $1.03M | 0.00% | +5,740 | New |
| Resources Management Corp | 5,845 | $1.05M | 0.14% | +55+0.9% | Added |
| TD Asset Management Inc | 5,900 | $1.06M | 0.00% | 00.0% | Unchanged |
| Scott Marsh Financial, LLC | 5,973 | $1.07M | 0.40% | +5,973 | New |
| Intrust Bank NA | 6,004 | $1.08M | 0.10% | +892+17.4% | Added |
| King Luther Capital Management Corp | 6,025 | $1.08M | 0.00% | +6,025 | New |
| Jones Financial Companies LLLP | 5,948 | $1.08M | 0.00% | −125−2.1% | Reduced |
| State of Alaska, Department of Revenue | 6,050 | $1.09M | 0.01% | −280−4.4% | Reduced |