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 |
|---|---|---|---|---|---|
| Richard Bernstein Advisors LLC | 23,295 | $4.19M | 0.10% | −2,098−8.3% | Reduced |
| Weil Company, Inc. | 23,479 | $4.23M | 1.11% | −1,649−6.6% | Reduced |
| Harbor Capital Advisors, Inc. | 23,955 | $4.31M | 0.18% | +3,542+17.4% | Added |
| Dark Forest Capital Management LP | 24,045 | $4.33M | 0.17% | +7,659+46.7% | Added |
| Harbor Advisors LLC | 25,000 | $4.50M | 0.74% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 25,266 | $4.55M | 0.01% | +993+4.1% | Added |
| Dorsey Wright & Associates | 25,669 | $4.62M | 1.10% | +1,227+5.0% | Added |
| Amalgamated Bank | 26,268 | $4.73M | 0.04% | −130−0.5% | Reduced |
| Pier Capital, LLC | 27,814 | $5.01M | 0.76% | −32,749−54.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 27,674 | $5.13M | 0.01% | −1,429−4.9% | Reduced |
| GWM Advisors LLC | 29,343 | $5.28M | 0.03% | +487+1.7% | Added |
| Walled Lake Planning & Wealth Management, LLC | 29,421 | $5.29M | 1.73% | −46−0.2% | Reduced |
| Aquatic Capital Management LLC | 29,677 | $5.34M | 0.11% | +22,376+306.5% | Added |
| MetLife Investment Management | 29,908 | $5.38M | 0.03% | −288−1.0% | Reduced |
| Victory Capital Management Inc | 30,216 | $5.44M | 0.00% | −29,397−49.3% | Reduced |
| BW Gestao de Investimentos Ltda. | 30,400 | $5.47M | 0.52% | +30,400 | New |
| Bell Asset Management Ltd | 30,668 | $5.52M | 1.22% | −13,085−29.9% | Reduced |
| Oppenheimer Asset Management Inc. | 31,174 | $5.61M | 0.06% | −5,514−15.0% | Reduced |
| Vestcor Inc | 31,516 | $5.67M | 0.17% | −1,014−3.1% | Reduced |
| SG Americas Securities, LLC | 31,951 | $5.75M | 0.03% | +30,630+2,318.7% | Added |
| Baird Financial Group, Inc. | 32,263 | $5.81M | 0.01% | −19,206−37.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 33,380 | $6.01M | 0.01% | +33,380 | New |
| Geneos Wealth Management Inc. | 33,430 | $6.02M | 0.15% | +12,944+63.2% | Added |
| ExodusPoint Capital Management, LP | 34,770 | $6.26M | 0.08% | +34,770 | New |
| FineMark National Bank & Trust | 35,063 | $6.31M | 0.21% | +212+0.6% | Added |
| Capital Fund Management S.A. | 35,064 | $6.31M | 0.07% | +10,241+41.3% | Added |
| Rheos Capital Works Inc. | 35,400 | $6.37M | 0.37% | −25,000−41.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 35,665 | $6.42M | 0.02% | −7,309−17.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 37,573 | $6.76M | 0.15% | +1,175+3.2% | Added |
| Ensign Peak Advisors, Inc | 37,866 | $6.81M | 0.01% | +3,482+10.1% | Added |
| Price T Rowe Associates Inc | 38,006 | $6.84M | 0.00% | +2,032+5.6% | Added |
| Manufacturers Life Insurance Company, The | 41,074 | $7.39M | 0.01% | −2,441−5.6% | Reduced |
| HSBC Holdings PLC | 41,334 | $7.52M | 0.00% | −5,338−11.4% | Reduced |
| Great West Life Assurance Co | 41,902 | $7.54M | 0.01% | −1,220−2.8% | Reduced |
| Man Group plc | 43,559 | $7.84M | 0.02% | −30−0.1% | Reduced |
| Van Eck Associates Corp | 44,679 | $8.04M | 0.01% | −7,222−13.9% | Reduced |
| Comerica Bank | 45,205 | $8.13M | 0.03% | +808+1.8% | Added |
| Hantz Financial Services, Inc. | 45,725 | $8.23M | 0.13% | −5,830−11.3% | Reduced |
| Magnetar Financial LLC | 45,784 | $8.24M | 0.04% | +27,492+150.3% | Added |
| Prudential Financial Inc | 48,843 | $8.79M | 0.01% | −31,638−39.3% | Reduced |
| Wealth High Governance Capital Ltda | 49,600 | $8.93M | 2.77% | +49,600 | New |
| California State Teachers Retirement System | 49,929 | $8.98M | 0.01% | +99+0.2% | Added |
| Congress Wealth Management LLC | 49,941 | $8.99M | 0.09% | −13,809−21.7% | Reduced |
| STRS Ohio | 49,993 | $9.00M | 0.03% | −9,132−15.4% | Reduced |
| Deutsche Bank AG | 50,163 | $9.03M | 0.00% | +40,557+422.2% | Added |
| Public Employees Retirement System of Ohio | 52,622 | $9.47M | 0.03% | +5,757+12.3% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 55,633 | $10.0M | 2.61% | −941−1.7% | Reduced |
| Aptus Capital Advisors, LLC | 56,909 | $10.2M | 0.10% | +5,008+9.6% | Added |
| Tudor Investment Corp Et Al | 57,122 | $10.3M | 0.08% | +57,122 | New |
| Mutual of America Capital Management LLC | 58,389 | $10.5M | 0.11% | −1,855−3.1% | Reduced |
| Retirement Systems of Alabama | 65,743 | $11.8M | 0.04% | −140.0% | Reduced |
| Bank of Nova Scotia | 66,743 | $12.0M | 0.02% | +62,144+1,351.3% | Added |
| Janus Henderson Group PLC | 68,642 | $12.4M | 0.01% | +43,600+174.1% | Added |
| Edgestream Partners, L.P. | 68,803 | $12.4M | 0.34% | +50,819+282.6% | Added |
| Voloridge Investment Management, LLC | 68,815 | $12.4M | 0.05% | −22,207−24.4% | Reduced |
| Whittier Trust Co | 69,809 | $12.6M | 0.15% | +1,703+2.5% | Added |
| Two Sigma Investments, LP | 71,307 | $12.8M | 0.02% | +51,753+264.7% | Added |
| Royce & Associates LP | 74,465 | $13.4M | 0.14% | −2,549−3.3% | Reduced |
| StonePine Asset Management Inc. | 74,495 | $13.4M | 0.09% | +5,100+7.3% | Added |
| Nordea Investment Management AB | 74,469 | $13.5M | 0.01% | −88,235−54.2% | Reduced |
| Stifel Financial Corp | 80,617 | $14.5M | 0.01% | −7,496−8.5% | Reduced |
| Montanaro Asset Management Ltd | 81,000 | $14.6M | 3.76% | +1,500+1.9% | Added |
| Segall Bryant & Hamill, LLC | 81,957 | $14.7M | 0.21% | +13,971+20.5% | Added |
| Azora Capital LP | 87,007 | $15.7M | 0.71% | +87,007 | New |
| Trexquant Investment LP | 88,452 | $15.9M | 0.18% | +39,476+80.6% | Added |
| Jane Street Group, LLC | 89,689 | $16.1M | 0.03% | +87,182+3,477.5% | Added |
| California Public Employees Retirement System | 96,514 | $17.4M | 0.01% | +4,584+5.0% | Added |
| LPL Financial LLC | 97,874 | $17.6M | 0.01% | +2,836+3.0% | Added |
| Citadel Advisors LLC | 98,553 | $17.7M | 0.02% | +3,759+4.0% | Added |
| Swiss National Bank | 103,136 | $18.6M | 0.01% | −1,000−1.0% | Reduced |
| Fenimore Asset Management Inc | 104,225 | $18.8M | 0.37% | +54,151+108.1% | Added |
| Nuveen, LLC | 108,625 | $19.5M | 0.01% | −36,751−25.3% | Reduced |
| Legal & General Group Plc | 111,112 | $20.0M | 0.00% | +881+0.8% | Added |
| Citigroup Inc | 113,684 | $20.5M | 0.01% | +98,241+636.2% | Added |
| Millennium Management LLC | 114,362 | $20.6M | 0.02% | −3,060−2.6% | Reduced |
| GHP Investment Advisors, Inc. | 119,440 | $21.5M | 0.95% | −822−0.7% | Reduced |
| Principal Financial Group Inc | 122,173 | $22.0M | 0.01% | −2,244−1.8% | Reduced |
| Russell Investments Group, Ltd. | 126,509 | $22.8M | 0.03% | +22,624+21.8% | Added |
| Alps Advisors Inc | 127,518 | $22.9M | 0.13% | −642−0.5% | Reduced |
| Barclays PLC | 131,507 | $23.7M | 0.01% | −11,642−8.1% | Reduced |
| AQR Capital Management LLC | 131,534 | $23.7M | 0.02% | +101,880+343.6% | Added |
| Macquarie Group Ltd | 132,682 | $23.9M | 0.03% | −27,667−17.3% | Reduced |
| New York State Common Retirement Fund | 144,789 | $26.1M | 0.03% | +508+0.4% | Added |
| JPMorgan Chase & Co | 160,212 | $28.8M | 0.00% | −41,578−20.6% | Reduced |
| Rhumbline Advisers | 163,695 | $29.5M | 0.03% | +1,346+0.8% | Added |
| Flputnam Investment Management Co | 163,874 | $29.5M | 0.51% | −1,150−0.7% | Reduced |
| Public Employees Retirement Association of Colorado | 167,946 | $30.2M | 0.12% | −25,300−13.1% | Reduced |
| Brown Advisory Inc | 168,273 | $30.3M | 0.04% | −19,518−10.4% | Reduced |
| Amundi | 167,711 | $30.8M | 0.01% | +104,278+164.4% | Added |
| Royal Bank of Canada | 175,103 | $31.5M | 0.01% | +125,519+253.1% | Added |
| BNP Paribas Arbitrage, SA | 178,100 | $32.0M | 0.02% | +9,224+5.5% | Added |
| Assenagon Asset Management S.A. | 182,729 | $32.9M | 0.05% | +182,729 | New |
| Renaissance Group LLC | 189,583 | $34.1M | 1.33% | +189,583 | New |
| Eventide Asset Management, LLC | 195,094 | $35.1M | 0.62% | −1,542−0.8% | Reduced |
| Barlow Wealth Partners, Inc. | 205,578 | $37.7M | 4.51% | +1,764+0.9% | Added |
| UBS Asset Management Americas Inc | 221,885 | $39.9M | 0.01% | +41,251+22.8% | Added |
| HighTower Advisors, LLC | 235,186 | $42.3M | 0.05% | −4,638−1.9% | Reduced |
| Renaissance Technologies LLC | 236,100 | $42.5M | 0.06% | +85,400+56.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 240,486 | $43.3M | 0.13% | +12,055+5.3% | Added |
| Argent Capital Management LLC | 241,587 | $43.5M | 1.24% | +6,012+2.6% | Added |