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 |
|---|---|---|---|---|---|
| Tudor Investment Corp Et Al | 57,122 | $10.3M | 0.08% | +57,122 | New |
| Aptus Capital Advisors, LLC | 56,909 | $10.2M | 0.10% | +5,008+9.6% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 55,633 | $10.0M | 2.61% | −941−1.7% | Reduced |
| Public Employees Retirement System of Ohio | 52,622 | $9.47M | 0.03% | +5,757+12.3% | Added |
| Deutsche Bank AG | 50,163 | $9.03M | 0.00% | +40,557+422.2% | Added |
| STRS Ohio | 49,993 | $9.00M | 0.03% | −9,132−15.4% | Reduced |
| Congress Wealth Management LLC | 49,941 | $8.99M | 0.09% | −13,809−21.7% | Reduced |
| California State Teachers Retirement System | 49,929 | $8.98M | 0.01% | +99+0.2% | Added |
| Wealth High Governance Capital Ltda | 49,600 | $8.93M | 2.77% | +49,600 | New |
| Prudential Financial Inc | 48,843 | $8.79M | 0.01% | −31,638−39.3% | Reduced |
| Magnetar Financial LLC | 45,784 | $8.24M | 0.04% | +27,492+150.3% | Added |
| Hantz Financial Services, Inc. | 45,725 | $8.23M | 0.13% | −5,830−11.3% | Reduced |
| Comerica Bank | 45,205 | $8.13M | 0.03% | +808+1.8% | Added |
| Van Eck Associates Corp | 44,679 | $8.04M | 0.01% | −7,222−13.9% | Reduced |
| Man Group plc | 43,559 | $7.84M | 0.02% | −30−0.1% | Reduced |
| Great West Life Assurance Co | 41,902 | $7.54M | 0.01% | −1,220−2.8% | Reduced |
| HSBC Holdings PLC | 41,334 | $7.52M | 0.00% | −5,338−11.4% | Reduced |
| Manufacturers Life Insurance Company, The | 41,074 | $7.39M | 0.01% | −2,441−5.6% | Reduced |
| Price T Rowe Associates Inc | 38,006 | $6.84M | 0.00% | +2,032+5.6% | Added |
| Ensign Peak Advisors, Inc | 37,866 | $6.81M | 0.01% | +3,482+10.1% | Added |
| Whittier Trust Co of Nevada Inc | 37,573 | $6.76M | 0.15% | +1,175+3.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 35,665 | $6.42M | 0.02% | −7,309−17.0% | Reduced |
| Rheos Capital Works Inc. | 35,400 | $6.37M | 0.37% | −25,000−41.4% | Reduced |
| Capital Fund Management S.A. | 35,064 | $6.31M | 0.07% | +10,241+41.3% | Added |
| FineMark National Bank & Trust | 35,063 | $6.31M | 0.21% | +212+0.6% | Added |
| ExodusPoint Capital Management, LP | 34,770 | $6.26M | 0.08% | +34,770 | New |
| Geneos Wealth Management Inc. | 33,430 | $6.02M | 0.15% | +12,944+63.2% | Added |
| Caisse de Depot Et Placement du Quebec | 33,380 | $6.01M | 0.01% | +33,380 | New |
| Baird Financial Group, Inc. | 32,263 | $5.81M | 0.01% | −19,206−37.3% | Reduced |
| SG Americas Securities, LLC | 31,951 | $5.75M | 0.03% | +30,630+2,318.7% | Added |
| Vestcor Inc | 31,516 | $5.67M | 0.17% | −1,014−3.1% | Reduced |
| Oppenheimer Asset Management Inc. | 31,174 | $5.61M | 0.06% | −5,514−15.0% | Reduced |
| Bell Asset Management Ltd | 30,668 | $5.52M | 1.22% | −13,085−29.9% | Reduced |
| BW Gestao de Investimentos Ltda. | 30,400 | $5.47M | 0.52% | +30,400 | New |
| Victory Capital Management Inc | 30,216 | $5.44M | 0.00% | −29,397−49.3% | Reduced |
| MetLife Investment Management | 29,908 | $5.38M | 0.03% | −288−1.0% | Reduced |
| Aquatic Capital Management LLC | 29,677 | $5.34M | 0.11% | +22,376+306.5% | Added |
| Walled Lake Planning & Wealth Management, LLC | 29,421 | $5.29M | 1.73% | −46−0.2% | Reduced |
| GWM Advisors LLC | 29,343 | $5.28M | 0.03% | +487+1.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 27,674 | $5.13M | 0.01% | −1,429−4.9% | Reduced |
| Pier Capital, LLC | 27,814 | $5.01M | 0.76% | −32,749−54.1% | Reduced |
| Amalgamated Bank | 26,268 | $4.73M | 0.04% | −130−0.5% | Reduced |
| Dorsey Wright & Associates | 25,669 | $4.62M | 1.10% | +1,227+5.0% | Added |
| Treasurer of the State of North Carolina | 25,266 | $4.55M | 0.01% | +993+4.1% | Added |
| Harbor Advisors LLC | 25,000 | $4.50M | 0.74% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 24,045 | $4.33M | 0.17% | +7,659+46.7% | Added |
| Harbor Capital Advisors, Inc. | 23,955 | $4.31M | 0.18% | +3,542+17.4% | Added |
| Weil Company, Inc. | 23,479 | $4.23M | 1.11% | −1,649−6.6% | Reduced |
| Richard Bernstein Advisors LLC | 23,295 | $4.19M | 0.10% | −2,098−8.3% | Reduced |
| Empowered Funds, LLC | 23,246 | $4.18M | 0.05% | +4,728+25.5% | Added |
| US Bancorp | 23,202 | $4.18M | 0.01% | −3,119−11.8% | Reduced |
| New York State Teachers Retirement System | 23,104 | $4.16M | 0.01% | +5,178+28.9% | Added |
| American Century Companies Inc | 22,490 | $4.05M | 0.00% | −708−3.1% | Reduced |
| Toroso Investments, LLC | 22,006 | $3.96M | 0.03% | −42−0.2% | Reduced |
| Bank of Montreal | 21,874 | $3.94M | 0.00% | +1,930+9.7% | Added |
| Schonfeld Strategic Advisors LLC | 21,757 | $3.92M | 0.03% | +18,100+494.9% | Added |
| Triasima Portfolio Management inc. | 21,500 | $3.87M | 0.71% | −1,156−5.1% | Reduced |
| Chase Investment Counsel Corp | 21,145 | $3.81M | 1.22% | +212+1.0% | Added |
| Cerity Partners LLC | 20,726 | $3.73M | 0.01% | +17,928+640.7% | Added |
| Pathstone Holdings, LLC | 20,669 | $3.72M | 0.01% | −1,405−6.4% | Reduced |
| Hilton Capital Management, LLC | 20,549 | $3.70M | 0.30% | −396−1.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 20,351 | $3.66M | 0.03% | +1,201+6.3% | Added |
| PDT Partners, LLC | 20,341 | $3.66M | 0.21% | +10,253+101.6% | Added |
| State of Tennessee, Treasury Department | 20,205 | $3.64M | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 20,174 | $3.63M | 0.02% | −284−1.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 20,149 | $3.63M | 0.23% | +20,149 | New |
| MML Investors Services, LLC | 20,097 | $3.62M | 0.01% | +1,124+5.9% | Added |
| Atria Investments LLC | 19,789 | $3.56M | 0.04% | +2,354+13.5% | Added |
| Horizon Investments, LLC | 19,630 | $3.53M | 0.06% | +19,619+178,354.5% | Added |
| State Board of Administration of Florida Retirement System | 19,100 | $3.44M | 0.01% | −320−1.6% | Reduced |
| Fifth Third Bancorp | 18,904 | $3.40M | 0.01% | −467−2.4% | Reduced |
| Yousif Capital Management, LLC | 18,870 | $3.40M | 0.04% | −418−2.2% | Reduced |
| Daiwa Securities Group Inc. | 18,867 | $3.40M | 0.01% | +1,392+8.0% | Added |
| Cetera Investment Advisers | 18,562 | $3.34M | 0.01% | −3,876−17.3% | Reduced |
| Sanctuary Advisors, LLC | 18,055 | $3.25M | 0.02% | −50.0% | Reduced |
| Regions Financial Corp | 17,884 | $3.22M | 0.02% | +4,034+29.1% | Added |
| Ameritas Investment Partners, Inc. | 17,244 | $3.10M | 0.10% | −186−1.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,620 | $2.99M | 0.02% | 00.0% | Unchanged |
| Monument Capital Management | 16,524 | $2.97M | 0.77% | −850−4.9% | Reduced |
| Arizona State Retirement System | 15,767 | $2.84M | 0.02% | +348+2.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,750 | $2.83M | 0.01% | +1,228+8.5% | Added |
| The PNC Financial Services Group, Inc. | 15,348 | $2.76M | 0.00% | −1,607−9.5% | Reduced |
| Voleon Capital Management LP | 15,177 | $2.73M | 0.15% | +6,461+74.1% | Added |
| Louisiana State Employees Retirement System | 15,100 | $2.72M | 0.05% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 14,986 | $2.70M | 0.01% | +1,198+8.7% | Added |
| Engineers Gate Manager LP | 14,754 | $2.65M | 0.03% | +6,158+71.6% | Added |
| Davenport & Co LLC | 14,742 | $2.65M | 0.01% | −4,776−24.5% | Reduced |
| Canada Pension Plan Investment Board | 14,700 | $2.65M | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 14,400 | $2.59M | 0.02% | −294−2.0% | Reduced |
| Exchange Traded Concepts, LLC | 14,355 | $2.58M | 0.03% | −5,992−29.4% | Reduced |
| Stegent Equity Advisors, Inc. | 14,262 | $2.57M | 2.27% | +4,988+53.8% | Added |
| Voya Investment Management LLC | 14,118 | $2.54M | 0.00% | +4,303+43.8% | Added |
| O'Shaughnessy Asset Management, LLC | 14,091 | $2.54M | 0.02% | +2,250+19.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,820 | $2.49M | 0.01% | +906+7.0% | Added |
| Mariner, LLC | 13,137 | $2.36M | 0.00% | +100+0.8% | Added |
| Grandeur Peak Global Advisors, LLC | 13,089 | $2.36M | 0.28% | +1,092+9.1% | Added |
| Pinebridge Investments, L.P. | 13,033 | $2.35M | 0.02% | −5,001−27.7% | Reduced |
| State of Michigan Retirement System | 12,900 | $2.32M | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 12,834 | $2.31M | 0.00% | −1,299−9.2% | Reduced |
| Illinois Municipal Retirement Fund | 12,764 | $2.30M | 0.03% | −2,117−14.2% | Reduced |