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 |
|---|---|---|---|---|---|
| Mount Lucas Management LP | 6,106 | $1.10M | 0.52% | +2,937+92.7% | Added |
| Fulton Bank, N.A. | 6,180 | $1.11M | 0.04% | −634−9.3% | Reduced |
| James Investment Research Inc | 6,341 | $1.14M | 0.14% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 6,430 | $1.16M | 0.01% | −1,726−21.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,452 | $1.16M | 0.00% | −782−10.8% | Reduced |
| Taylor Frigon Capital Management LLC | 6,675 | $1.20M | 0.64% | −97−1.4% | Reduced |
| Bokf, NA | 6,745 | $1.21M | 0.02% | +6,745 | New |
| Integrated Wealth Concepts LLC | 6,775 | $1.22M | 0.01% | −4,660−40.8% | Reduced |
| Algert Global LLC | 6,776 | $1.22M | 0.03% | −7,580−52.8% | Reduced |
| Gibbs Wealth Management | 6,855 | $1.23M | 0.24% | +1,002+17.1% | Added |
| Smith Group Asset Management, LLC | 7,320 | $1.32M | 0.09% | +2,990+69.1% | Added |
| Advisory Services Network, LLC | 7,138 | $1.36M | 0.02% | +496+7.5% | Added |
| Fox Run Management, L.L.C. | 7,681 | $1.38M | 0.23% | +7,681 | New |
| Truist Financial Corp | 7,827 | $1.41M | 0.00% | −1,334−14.6% | Reduced |
| Xponance, Inc. | 7,958 | $1.43M | 0.01% | +1,308+19.7% | Added |
| Pictet Asset Management Holding SA | 7,967 | $1.43M | 0.00% | +84+1.1% | Added |
| Highland Capital Management, LLC | 8,062 | $1.45M | 0.08% | +8,062 | New |
| Dynamic Technology Lab Private Ltd | 8,120 | $1.46M | 0.20% | +8,120 | New |
| Susquehanna International Group, LLP | 8,213 | $1.48M | 0.00% | +8,213 | New |
| Creative Planning | 8,354 | $1.50M | 0.00% | +899+12.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,414 | $1.51M | 0.01% | −747−8.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,509 | $1.53M | 0.05% | −21−0.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 8,771 | $1.58M | 0.17% | −1,425−14.0% | Reduced |
| Verition Fund Management LLC | 8,824 | $1.59M | 0.01% | −12,154−57.9% | Reduced |
| Prana Capital Management, LP | 8,829 | $1.59M | 0.06% | −25,502−74.3% | Reduced |
| JustInvest LLC | 8,940 | $1.61M | 0.02% | +1,408+18.7% | Added |
| Park Avenue Securities LLC | 9,042 | $1.63M | 0.01% | −141−1.5% | Reduced |
| CWM, LLC | 9,242 | $1.66M | 0.01% | −52−0.6% | Reduced |
| Nebula Research & Development LLC | 9,273 | $1.67M | 0.14% | +5,001+117.1% | Added |
| Lazard Asset Management LLC | 9,387 | $1.69M | 0.00% | +88+0.9% | Added |
| Crawford Investment Counsel Inc | 9,471 | $1.70M | 0.03% | −2,110−18.2% | Reduced |
| Entropy Technologies, LP | 9,713 | $1.75M | 0.14% | −1,903−16.4% | Reduced |
| Advisor Group Holdings, Inc. | 10,258 | $1.84M | 0.00% | +1,296+14.5% | Added |
| Brinker Capital Investments, LLC | 10,574 | $1.90M | 0.02% | −16−0.2% | Reduced |
| New Mexico Educational Retirement Board | 10,600 | $1.91M | 0.06% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 10,609 | $1.91M | 0.04% | −999−8.6% | Reduced |
| Assetmark, Inc | 10,667 | $1.92M | 0.00% | +14+0.1% | Added |
| Aster Capital Management (DIFC) Ltd | 10,911 | $1.96M | 0.44% | +10,911 | New |
| Oregon Public Employees Retirement Fund | 11,005 | $1.98M | 0.03% | 00.0% | Unchanged |
| FIL Ltd | 11,119 | $2.00M | 0.00% | −68−0.6% | Reduced |
| KLP Kapitalforvaltning AS | 11,200 | $2.02M | 0.01% | −1,000−8.2% | Reduced |
| Quantinno Capital Management LP | 11,256 | $2.03M | 0.01% | +2,167+23.8% | Added |
| Federation des caisses Desjardins du Quebec | 11,800 | $2.12M | 0.01% | −1,933−14.1% | Reduced |
| New Age Alpha Advisors, LLC | 11,819 | $2.13M | 0.09% | +958+8.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,010 | $2.16M | 0.03% | −20.0% | Reduced |
| FJ Capital Management LLC | 12,082 | $2.17M | 0.23% | +12,082 | New |
| Quantbot Technologies LP | 12,341 | $2.22M | 0.06% | −8,305−40.2% | Reduced |
| Centiva Capital, LP | 12,475 | $2.24M | 0.15% | +2,014+19.3% | Added |
| Twinbeech Capital LP | 12,506 | $2.25M | 0.05% | +10,788+627.9% | Added |
| Illinois Municipal Retirement Fund | 12,764 | $2.30M | 0.03% | −2,117−14.2% | Reduced |
| CI Private Wealth, LLC | 12,834 | $2.31M | 0.00% | −1,299−9.2% | Reduced |
| State of Michigan Retirement System | 12,900 | $2.32M | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 13,033 | $2.35M | 0.02% | −5,001−27.7% | Reduced |
| Grandeur Peak Global Advisors, LLC | 13,089 | $2.36M | 0.28% | +1,092+9.1% | Added |
| Mariner, LLC | 13,137 | $2.36M | 0.00% | +100+0.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,820 | $2.49M | 0.01% | +906+7.0% | Added |
| O'Shaughnessy Asset Management, LLC | 14,091 | $2.54M | 0.02% | +2,250+19.0% | Added |
| Voya Investment Management LLC | 14,118 | $2.54M | 0.00% | +4,303+43.8% | Added |
| Stegent Equity Advisors, Inc. | 14,262 | $2.57M | 2.27% | +4,988+53.8% | Added |
| Exchange Traded Concepts, LLC | 14,355 | $2.58M | 0.03% | −5,992−29.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,400 | $2.59M | 0.02% | −294−2.0% | Reduced |
| Canada Pension Plan Investment Board | 14,700 | $2.65M | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 14,742 | $2.65M | 0.01% | −4,776−24.5% | Reduced |
| Engineers Gate Manager LP | 14,754 | $2.65M | 0.03% | +6,158+71.6% | Added |
| State of New Jersey Common Pension Fund D | 14,986 | $2.70M | 0.01% | +1,198+8.7% | Added |
| Louisiana State Employees Retirement System | 15,100 | $2.72M | 0.05% | 00.0% | Unchanged |
| Voleon Capital Management LP | 15,177 | $2.73M | 0.15% | +6,461+74.1% | Added |
| The PNC Financial Services Group, Inc. | 15,348 | $2.76M | 0.00% | −1,607−9.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,750 | $2.83M | 0.01% | +1,228+8.5% | Added |
| Arizona State Retirement System | 15,767 | $2.84M | 0.02% | +348+2.3% | Added |
| Monument Capital Management | 16,524 | $2.97M | 0.77% | −850−4.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,620 | $2.99M | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 17,244 | $3.10M | 0.10% | −186−1.1% | Reduced |
| Regions Financial Corp | 17,884 | $3.22M | 0.02% | +4,034+29.1% | Added |
| Sanctuary Advisors, LLC | 18,055 | $3.25M | 0.02% | −50.0% | Reduced |
| Cetera Investment Advisers | 18,562 | $3.34M | 0.01% | −3,876−17.3% | Reduced |
| Daiwa Securities Group Inc. | 18,867 | $3.40M | 0.01% | +1,392+8.0% | Added |
| Yousif Capital Management, LLC | 18,870 | $3.40M | 0.04% | −418−2.2% | Reduced |
| Fifth Third Bancorp | 18,904 | $3.40M | 0.01% | −467−2.4% | Reduced |
| State Board of Administration of Florida Retirement System | 19,100 | $3.44M | 0.01% | −320−1.6% | Reduced |
| Horizon Investments, LLC | 19,630 | $3.53M | 0.06% | +19,619+178,354.5% | Added |
| Atria Investments LLC | 19,789 | $3.56M | 0.04% | +2,354+13.5% | Added |
| MML Investors Services, LLC | 20,097 | $3.62M | 0.01% | +1,124+5.9% | Added |
| Campbell & CO Investment Adviser LLC | 20,149 | $3.63M | 0.23% | +20,149 | New |
| Teacher Retirement System of Texas | 20,174 | $3.63M | 0.02% | −284−1.4% | Reduced |
| State of Tennessee, Treasury Department | 20,205 | $3.64M | 0.01% | 00.0% | Unchanged |
| PDT Partners, LLC | 20,341 | $3.66M | 0.21% | +10,253+101.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 20,351 | $3.66M | 0.03% | +1,201+6.3% | Added |
| Hilton Capital Management, LLC | 20,549 | $3.70M | 0.30% | −396−1.9% | Reduced |
| Pathstone Holdings, LLC | 20,669 | $3.72M | 0.01% | −1,405−6.4% | Reduced |
| Cerity Partners LLC | 20,726 | $3.73M | 0.01% | +17,928+640.7% | Added |
| Chase Investment Counsel Corp | 21,145 | $3.81M | 1.22% | +212+1.0% | Added |
| Triasima Portfolio Management inc. | 21,500 | $3.87M | 0.71% | −1,156−5.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 21,757 | $3.92M | 0.03% | +18,100+494.9% | Added |
| Bank of Montreal | 21,874 | $3.94M | 0.00% | +1,930+9.7% | Added |
| Toroso Investments, LLC | 22,006 | $3.96M | 0.03% | −42−0.2% | Reduced |
| American Century Companies Inc | 22,490 | $4.05M | 0.00% | −708−3.1% | Reduced |
| New York State Teachers Retirement System | 23,104 | $4.16M | 0.01% | +5,178+28.9% | Added |
| US Bancorp | 23,202 | $4.18M | 0.01% | −3,119−11.8% | Reduced |
| Empowered Funds, LLC | 23,246 | $4.18M | 0.05% | +4,728+25.5% | Added |