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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 247,634 | $45.2M | 0.04% | +130,937+112.2% | Added |
| Franklin Resources Inc | 253,499 | $45.6M | 0.01% | −7,700−2.9% | Reduced |
| UBS Group AG | 258,856 | $46.6M | 0.01% | +22,651+9.6% | Added |
| Fiera Capital Corp | 271,764 | $48.9M | 0.17% | −3,565−1.3% | Reduced |
| Qube Research & Technologies Ltd | 274,387 | $49.4M | 0.07% | +166,285+153.8% | Added |
| Woodley Farra Manion Portfolio Management Inc | 278,835 | $50.2M | 2.36% | −10,955−3.8% | Reduced |
| Ancora Advisors, LLC | 281,222 | $50.6M | 1.05% | +850+0.3% | Added |
| Jacobs Levy Equity Management, Inc | 338,103 | $60.8M | 0.24% | +98,581+41.2% | Added |
| Westfield Capital Management Co LP | 345,524 | $62.2M | 0.26% | +59,236+20.7% | Added |
| Handelsbanken Fonder AB | 348,458 | $62.7M | 0.22% | +73,000+26.5% | Added |
| Natixis Advisors, L.P. | 350,267 | $63.0M | 0.10% | −52,496−13.0% | Reduced |
| GW&K Investment Management, LLC | 386,744 | $69.6M | 0.62% | −28,533−6.9% | Reduced |
| Van Berkom & Associates Inc. | 396,406 | $71.3M | 2.12% | −5,434−1.4% | Reduced |
| Thrivent Financial for Lutherans | 406,280 | $73.1M | 0.16% | −87,399−17.7% | Reduced |
| First Trust Advisors LP | 406,768 | $73.2M | 0.06% | −91,910−18.4% | Reduced |
| Wells Fargo & Company | 418,871 | $75.4M | 0.02% | +16,065+4.0% | Added |
| Congress Asset Management Co | 438,060 | $78.8M | 0.54% | −66,089−13.1% | Reduced |
| Envestnet Asset Management Inc | 440,956 | $79.3M | 0.02% | −54,283−11.0% | Reduced |
| Jennison Associates LLC | 469,653 | $84.5M | 0.05% | +125,049+36.3% | Added |
| Bank of New York Mellon Corp | 474,843 | $85.4M | 0.02% | −9,198−1.9% | Reduced |
| Goldman Sachs Group Inc | 481,710 | $86.7M | 0.01% | +65,967+15.9% | Added |
| Alliancebernstein L.P. | 488,381 | $87.9M | 0.03% | −19,200−3.8% | Reduced |
| Ameriprise Financial Inc | 489,697 | $88.1M | 0.02% | −105,578−17.7% | Reduced |
| Northern Trust Corp | 538,400 | $96.9M | 0.01% | −1,706−0.3% | Reduced |
| Champlain Investment Partners, LLC | 546,340 | $98.3M | 0.69% | +361,085+194.9% | Added |
| Dimensional Fund Advisors LP | 554,770 | $99.8M | 0.02% | −3,029−0.5% | Reduced |
| Clearbridge Investments, LLC | 579,902 | $104.4M | 0.08% | −54,064−8.5% | Reduced |
| Charles Schwab Investment Management Inc | 589,739 | $106.1M | 0.02% | −9,028−1.5% | Reduced |
| Morgan Stanley | 623,260 | $112.2M | 0.01% | +76,462+14.0% | Added |
| Neuberger Berman Group LLC | 681,791 | $122.7M | 0.09% | −18,860−2.7% | Reduced |
| SEI Investments Co | 690,624 | $124.3M | 0.14% | +86,244+14.3% | Added |
| Norges Bank | 704,214 | $126.7M | 0.02% | +30,250+4.5% | Added |
| Fiduciary Management Inc | 751,325 | $135.2M | 1.30% | −3,616−0.5% | Reduced |
| Capital International Investors | 798,358 | $143.7M | 0.02% | +3,447+0.4% | Added |
| Capital Research Global Investors | 798,836 | $143.8M | 0.03% | +294,781+58.5% | Added |
| Invesco Ltd. | 846,640 | $152.4M | 0.03% | −69,372−7.6% | Reduced |
| Raymond James Financial Inc | 874,078 | $157.3M | 0.05% | +82,002+10.4% | Added |
| Geode Capital Management, LLC | 1,041,590 | $187.5M | 0.01% | +21,132+2.1% | Added |
| Bank of America Corp | 1,041,990 | $187.5M | 0.02% | +41,470+4.1% | Added |
| T. Rowe Price Investment Management, Inc. | 1,052,247 | $189.4M | 0.12% | −149,299−12.4% | Reduced |
| Bamco Inc | 1,146,143 | $206.2M | 0.56% | +1,964+0.2% | Added |
| Burgundy Asset Management Ltd. | 1,225,966 | $220.6M | 2.15% | +36,144+3.0% | Added |
| Wellington Management Group LLP | 1,459,217 | $262.6M | 0.05% | +64,069+4.6% | Added |
| FMR LLC | 1,628,556 | $293.1M | 0.02% | −55,378−3.3% | Reduced |
| State Street Corp | 1,716,610 | $308.9M | 0.01% | −19,440−1.1% | Reduced |
| Earnest Partners LLC | 2,472,469 | $444.9M | 2.01% | −176,439−6.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,006,952 | $541.1M | 1.29% | +79,993+2.7% | Added |
| Vanguard Group Inc | 5,291,432 | $952.2M | 0.02% | −15,172−0.3% | Reduced |
| BlackRock, Inc. | 5,687,367 | $1.02B | 0.02% | +67,588+1.2% | Added |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −114,422−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −59,722−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −22,615−100.0% | Sold out |
| West Coast Financial LLC | 0 | $0 | 0.00% | −17,930−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −13,200−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −13,132−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,608−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −11,085−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −10,870−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −6,698−100.0% | Sold out |
| Marshall Financial Group LLC | 0 | $0 | 0.00% | −5,860−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −5,637−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −5,457−100.0% | Sold out |
| Novem Group | 0 | $0 | 0.00% | −5,432−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −5,262−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −3,911−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −3,438−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −2,531−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −2,484−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −2,449−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −2,151−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −1,990−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −1,698−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −1,677−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −1,626−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −1,584−100.0% | Sold out |
| Crawford Fund Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −1,495−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,032−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −624−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Millstone Evans Group, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| American Capital Advisory, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |