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 |
|---|---|---|---|---|---|
| Twinbeech Capital LP | 12,506 | $2.25M | 0.05% | +10,788+627.9% | Added |
| Centiva Capital, LP | 12,475 | $2.24M | 0.15% | +2,014+19.3% | Added |
| Quantbot Technologies LP | 12,341 | $2.22M | 0.06% | −8,305−40.2% | Reduced |
| FJ Capital Management LLC | 12,082 | $2.17M | 0.23% | +12,082 | New |
| Northwestern Mutual Investment Management Company, LLC | 12,010 | $2.16M | 0.03% | −20.0% | Reduced |
| New Age Alpha Advisors, LLC | 11,819 | $2.13M | 0.09% | +958+8.8% | Added |
| Federation des caisses Desjardins du Quebec | 11,800 | $2.12M | 0.01% | −1,933−14.1% | Reduced |
| Quantinno Capital Management LP | 11,256 | $2.03M | 0.01% | +2,167+23.8% | Added |
| KLP Kapitalforvaltning AS | 11,200 | $2.02M | 0.01% | −1,000−8.2% | Reduced |
| FIL Ltd | 11,119 | $2.00M | 0.00% | −68−0.6% | Reduced |
| Oregon Public Employees Retirement Fund | 11,005 | $1.98M | 0.03% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 10,911 | $1.96M | 0.44% | +10,911 | New |
| Assetmark, Inc | 10,667 | $1.92M | 0.00% | +14+0.1% | Added |
| Spears Abacus Advisors LLC | 10,609 | $1.91M | 0.04% | −999−8.6% | Reduced |
| New Mexico Educational Retirement Board | 10,600 | $1.91M | 0.06% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 10,574 | $1.90M | 0.02% | −16−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 10,258 | $1.84M | 0.00% | +1,296+14.5% | Added |
| Entropy Technologies, LP | 9,713 | $1.75M | 0.14% | −1,903−16.4% | Reduced |
| Crawford Investment Counsel Inc | 9,471 | $1.70M | 0.03% | −2,110−18.2% | Reduced |
| Lazard Asset Management LLC | 9,387 | $1.69M | 0.00% | +88+0.9% | Added |
| Nebula Research & Development LLC | 9,273 | $1.67M | 0.14% | +5,001+117.1% | Added |
| CWM, LLC | 9,242 | $1.66M | 0.01% | −52−0.6% | Reduced |
| Park Avenue Securities LLC | 9,042 | $1.63M | 0.01% | −141−1.5% | Reduced |
| JustInvest LLC | 8,940 | $1.61M | 0.02% | +1,408+18.7% | Added |
| Prana Capital Management, LP | 8,829 | $1.59M | 0.06% | −25,502−74.3% | Reduced |
| Verition Fund Management LLC | 8,824 | $1.59M | 0.01% | −12,154−57.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 8,771 | $1.58M | 0.17% | −1,425−14.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,509 | $1.53M | 0.05% | −21−0.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 8,414 | $1.51M | 0.01% | −747−8.2% | Reduced |
| Creative Planning | 8,354 | $1.50M | 0.00% | +899+12.1% | Added |
| Susquehanna International Group, LLP | 8,213 | $1.48M | 0.00% | +8,213 | New |
| Dynamic Technology Lab Private Ltd | 8,120 | $1.46M | 0.20% | +8,120 | New |
| Highland Capital Management, LLC | 8,062 | $1.45M | 0.08% | +8,062 | New |
| Pictet Asset Management Holding SA | 7,967 | $1.43M | 0.00% | +84+1.1% | Added |
| Xponance, Inc. | 7,958 | $1.43M | 0.01% | +1,308+19.7% | Added |
| Truist Financial Corp | 7,827 | $1.41M | 0.00% | −1,334−14.6% | Reduced |
| Fox Run Management, L.L.C. | 7,681 | $1.38M | 0.23% | +7,681 | New |
| Advisory Services Network, LLC | 7,138 | $1.36M | 0.02% | +496+7.5% | Added |
| Smith Group Asset Management, LLC | 7,320 | $1.32M | 0.09% | +2,990+69.1% | Added |
| Gibbs Wealth Management | 6,855 | $1.23M | 0.24% | +1,002+17.1% | Added |
| Algert Global LLC | 6,776 | $1.22M | 0.03% | −7,580−52.8% | Reduced |
| Integrated Wealth Concepts LLC | 6,775 | $1.22M | 0.01% | −4,660−40.8% | Reduced |
| Bokf, NA | 6,745 | $1.21M | 0.02% | +6,745 | New |
| Taylor Frigon Capital Management LLC | 6,675 | $1.20M | 0.64% | −97−1.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,452 | $1.16M | 0.00% | −782−10.8% | Reduced |
| Cresset Asset Management, LLC | 6,430 | $1.16M | 0.01% | −1,726−21.2% | Reduced |
| James Investment Research Inc | 6,341 | $1.14M | 0.14% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 6,180 | $1.11M | 0.04% | −634−9.3% | Reduced |
| Mount Lucas Management LP | 6,106 | $1.10M | 0.52% | +2,937+92.7% | Added |
| State of Alaska, Department of Revenue | 6,050 | $1.09M | 0.01% | −280−4.4% | Reduced |
| Jones Financial Companies LLLP | 5,948 | $1.08M | 0.00% | −125−2.1% | Reduced |
| King Luther Capital Management Corp | 6,025 | $1.08M | 0.00% | +6,025 | New |
| Intrust Bank NA | 6,004 | $1.08M | 0.10% | +892+17.4% | Added |
| Scott Marsh Financial, LLC | 5,973 | $1.07M | 0.40% | +5,973 | New |
| TD Asset Management Inc | 5,900 | $1.06M | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 5,845 | $1.05M | 0.14% | +55+0.9% | Added |
| Arrowstreet Capital, Limited Partnership | 5,740 | $1.03M | 0.00% | +5,740 | New |
| Two Sigma Advisers, LP | 5,600 | $1.01M | 0.00% | +3,400+154.5% | Added |
| Connable Office Inc | 5,576 | $1.00M | 0.10% | −884−13.7% | Reduced |
| Crossmark Global Holdings, Inc. | 5,472 | $984.7K | 0.02% | +826+17.8% | Added |
| QRG Capital Management, Inc. | 5,457 | $982.0K | 0.01% | +470+9.4% | Added |
| Brevan Howard Capital Management LP | 5,382 | $968.5K | 0.01% | +5,382 | New |
| Ethic Inc. | 5,265 | $961.2K | 0.02% | +276+5.5% | Added |
| Walleye Trading LLC | 5,283 | $950.7K | 0.02% | +1,803+51.8% | Added |
| Norden Group LLC | 5,248 | $944.4K | 0.10% | +310+6.3% | Added |
| Moneta Group Investment Advisors LLC | 5,194 | $934.7K | 0.01% | +29+0.6% | Added |
| Bayforest Capital Ltd | 5,188 | $933.6K | 0.41% | −927−15.2% | Reduced |
| State of Wisconsin Investment Board | 5,129 | $923.0K | 0.00% | −347−6.3% | Reduced |
| Isthmus Partners, LLC | 5,080 | $914.1K | 0.11% | 00.0% | Unchanged |
| Numerai GP LLC | 5,079 | $914.0K | 0.13% | +5,079 | New |
| Federated Hermes, Inc. | 5,021 | $903.5K | 0.00% | −95−1.9% | Reduced |
| First Eagle Investment Management, LLC | 4,996 | $899.0K | 0.00% | +799+19.0% | Added |
| D. E. Shaw & Co., Inc. | 4,953 | $891.3K | 0.00% | −42−0.8% | Reduced |
| Sequoia Financial Advisors, LLC | 4,905 | $882.7K | 0.01% | +4,905 | New |
| CWM Advisors, LLC | 4,884 | $878.9K | 0.10% | +4,884 | New |
| Captrust Financial Advisors | 4,861 | $874.7K | 0.00% | −101−2.0% | Reduced |
| Farringdon Capital, Ltd. | 4,823 | $867.9K | 0.29% | +4,823 | New |
| Vestmark Advisory Solutions, Inc. | 4,758 | $856.3K | 0.01% | +2,264+90.8% | Added |
| Pacer Advisors, Inc. | 4,750 | $854.8K | 0.00% | +4,750 | New |
| GAMMA Investing LLC | 4,718 | $849.0K | 0.05% | +468+11.0% | Added |
| Callan Family Office, LLC | 4,688 | $843.6K | 0.03% | +3,188+212.5% | Added |
| Aigen Investment Management, LP | 4,580 | $824.2K | 0.11% | +937+25.7% | Added |
| Portside Wealth Group, LLC | 4,539 | $816.8K | 0.12% | +199+4.6% | Added |
| Sowell Financial Services LLC | 4,516 | $812.7K | 0.03% | +2,577+132.9% | Added |
| Bridges Investment Management Inc | 4,487 | $807.4K | 0.01% | +366+8.9% | Added |
| Commerce Bank | 4,330 | $779.2K | 0.00% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 4,314 | $776.3K | 0.15% | −4,734−52.3% | Reduced |
| Sendero Wealth Management, LLC | 4,312 | $775.9K | 0.10% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 4,192 | $754.3K | 0.00% | −94−2.2% | Reduced |
| TownSquare Capital, LLC | 4,172 | $750.8K | 0.07% | −38,316−90.2% | Reduced |
| Securian Asset Management, Inc | 4,151 | $747.0K | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 4,127 | $743.1K | 0.00% | +426+11.5% | Added |
| Gsa Capital Partners LLP | 4,103 | $738.0K | 0.05% | +4,103 | New |
| Janney Montgomery Scott LLC | 4,072 | $733.0K | 0.00% | −86,609−95.5% | Reduced |
| Clifford Group, LLC | 4,026 | $724.5K | 0.60% | −7−0.2% | Reduced |
| State of Wyoming | 3,987 | $717.5K | 0.09% | +1,209+43.5% | Added |
| Naples Global Advisors, LLC | 3,975 | $715.3K | 0.06% | −255−6.0% | Reduced |
| Studio Investment Management LLC | 3,910 | $703.6K | 0.14% | −35−0.9% | Reduced |
| Yorktown Management & Research Co Inc | 3,850 | $692.8K | 0.66% | 00.0% | Unchanged |
| Brookstone Capital Management | 3,846 | $692.1K | 0.01% | −229−5.6% | Reduced |