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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 3,798 | $683.5K | 0.01% | −70−1.8% | Reduced |
| Blueshift Asset Management, LLC | 3,791 | $682.2K | 0.21% | +3,791 | New |
| Ronald Blue Trust, Inc. | 3,784 | $680.8K | 0.01% | +290+8.3% | Added |
| Alpine Woods Capital Investors, LLC | 3,748 | $674.5K | 0.16% | −204−5.2% | Reduced |
| Hanlon Investment Management, Inc. | 3,697 | $665.3K | 0.48% | −404−9.9% | Reduced |
| Keybank National Association | 3,674 | $661.1K | 0.00% | −194−5.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,624 | $652.0K | 0.00% | +11+0.3% | Added |
| Alamea Verwaltungs GmbH | 3,597 | $647.3K | 0.49% | +529+17.2% | Added |
| Tower Research Capital LLC (TRC) | 3,465 | $623.5K | 0.02% | +1,620+87.8% | Added |
| Picton Mahoney Asset Management | 3,434 | $619.0K | 0.01% | +3,434 | New |
| Graham Capital Management, L.P. | 3,426 | $616.5K | 0.02% | +3,426 | New |
| National Asset Management, Inc. | 3,380 | $608.3K | 0.03% | −83−2.4% | Reduced |
| Kestra Advisory Services, LLC | 3,355 | $603.8K | 0.00% | −155−4.4% | Reduced |
| Los Angeles Capital Management LLC | 3,332 | $599.6K | 0.00% | −853−20.4% | Reduced |
| Diversified Trust Co | 3,203 | $576.4K | 0.01% | +3,203 | New |
| Custom Index Systems, LLC | 3,190 | $574.0K | 0.27% | −96−2.9% | Reduced |
| Glenmede Investment Management, LP | 3,117 | $560.9K | 0.00% | +3,117 | New |
| First Bank & Trust | 3,054 | $549.6K | 0.10% | −52−1.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,049 | $548.7K | 0.10% | −436−12.5% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 3,040 | $547.0K | 0.01% | +400+15.2% | Added |
| Clearstead Advisors, LLC | 3,030 | $545.2K | 0.01% | −384−11.2% | Reduced |
| Fiduciary Trust Co | 3,010 | $541.6K | 0.01% | +238+8.6% | Added |
| Versor Investments LP | 2,995 | $539.0K | 0.09% | +995+49.8% | Added |
| Newbridge Financial Services Group, Inc. | 2,989 | $537.9K | 0.09% | −428−12.5% | Reduced |
| Summit Trail Advisors, LLC | 2,924 | $526.1K | 0.01% | +2,924 | New |
| Dynasty Wealth Management, LLC | 2,908 | $523.3K | 0.01% | −385−11.7% | Reduced |
| Snowden Capital Advisors LLC | 2,902 | $522.2K | 0.02% | −948−24.6% | Reduced |
| OneAscent Investment Solutions LLC | 2,883 | $519.0K | 0.55% | −284−9.0% | Reduced |
| Utah Retirement Systems | 2,859 | $514.5K | 0.01% | +59+2.1% | Added |
| Sherbrooke Park Advisers LLC | 2,852 | $513.2K | 0.22% | +2,852 | New |
| Axxcess Wealth Management, LLC | 2,804 | $504.5K | 0.01% | +34+1.2% | Added |
| MQS Management LLC | 2,702 | $486.2K | 0.27% | +963+55.4% | Added |
| Vident Advisory, LLC | 2,685 | $483.3K | 0.01% | −82−3.0% | Reduced |
| Aviva PLC | 2,684 | $483.0K | 0.00% | −1,061−28.3% | Reduced |
| Mercer Global Advisors Inc | 2,616 | $470.7K | 0.00% | +17+0.7% | Added |
| Polen Capital Management LLC | 2,555 | $459.8K | 0.00% | −29,740−92.1% | Reduced |
| Union Bancaire Privee, UBP SA | 2,506 | $458.0K | 0.01% | −3,192−56.0% | Reduced |
| Cynosure Management, LLC | 2,544 | $457.8K | 0.05% | +432+20.5% | Added |
| Outlook Wealth Advisors, LLC | 2,519 | $453.3K | 0.12% | −47−1.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,507 | $451.1K | 0.00% | +19+0.8% | Added |
| Quadrant Capital Group LLC | 2,495 | $449.0K | 0.02% | −110−4.2% | Reduced |
| Wealth Alliance | 2,472 | $444.9K | 0.05% | −601−19.6% | Reduced |
| Maryland State Retirement & Pension System | 2,450 | $440.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,399 | $431.7K | 0.02% | +351+17.1% | Added |
| Private Advisor Group, LLC | 2,396 | $431.2K | 0.00% | −2,107−46.8% | Reduced |
| ProShare Advisors LLC | 2,385 | $429.2K | 0.00% | +84+3.7% | Added |
| Merit Financial Group, LLC | 2,348 | $422.6K | 0.00% | +2,348 | New |
| Capstone Investment Advisors, LLC | 2,321 | $417.7K | 0.00% | +2,321 | New |
| J2 Capital Management Inc | 2,315 | $416.6K | 0.33% | +630+37.4% | Added |
| Wealthcare Capital Partners, LLC | 2,310 | $415.6K | 0.21% | +8+0.3% | Added |
| Jump Financial, LLC | 2,302 | $414.2K | 0.01% | −23,895−91.2% | Reduced |
| Marshall Wace, LLP | 2,297 | $413.3K | 0.00% | +2,297 | New |
| Sterling Capital Management LLC | 2,258 | $406.3K | 0.01% | −420−15.7% | Reduced |
| HighPoint Advisor Group LLC | 2,255 | $405.8K | 0.02% | +24+1.1% | Added |
| Martingale Asset Management L P | 2,243 | $403.6K | 0.01% | −2,150−48.9% | Reduced |
| Vista Finance, LLC | 2,228 | $400.9K | 0.35% | +87+4.1% | Added |
| Lecap Asset Management Ltd | 2,145 | $386.0K | 0.14% | −8,385−79.6% | Reduced |
| Trajan Wealth LLC | 2,115 | $380.6K | 0.02% | −116−5.2% | Reduced |
| Kestra Private Wealth Services, LLC | 2,111 | $379.9K | 0.01% | −4,420−67.7% | Reduced |
| Wallace Advisory Group, LLC | 2,333 | $376.8K | 0.27% | +1,097+88.8% | Added |
| Alliance Wealth Advisors, LLC | 2,076 | $373.6K | 0.09% | +4+0.2% | Added |
| Ci Investments Inc. | 1,978 | $356.0K | 0.00% | −148−7.0% | Reduced |
| Machina Capital S.A.S. | 1,969 | $354.3K | 0.07% | +1,969 | New |
| Shelton Capital Management | 1,924 | $346.2K | 0.01% | 00.0% | Unchanged |
| American Trust | 1,920 | $345.5K | 0.03% | +1,920 | New |
| Legacy Wealth Asset Management, LLC | 1,916 | $344.8K | 0.09% | +61+3.3% | Added |
| We Are One Seven, LLC | 1,892 | $340.5K | 0.01% | −71−3.6% | Reduced |
| NewEdge Wealth, LLC | 1,778 | $336.9K | 0.01% | −213−10.7% | Reduced |
| Anb Bank | 1,862 | $335.1K | 0.15% | +101+5.7% | Added |
| Quest Partners LLC | 1,857 | $334.2K | 0.03% | −2,170−53.9% | Reduced |
| Berry Wealth Group, LP | 1,851 | $333.1K | 0.23% | +13+0.7% | Added |
| Mount Yale Investment Advisors, LLC | 1,802 | $324.3K | 0.03% | −2,028−53.0% | Reduced |
| Commonwealth Equity Services, LLC | 1,794 | $323.0K | 0.00% | +77+4.5% | Added |
| Cassaday & Co Wealth Management LLC | 1,783 | $320.9K | 0.01% | −77−4.1% | Reduced |
| Net Worth Advisory Group | 1,750 | $314.9K | 0.07% | +63+3.7% | Added |
| SFMG, LLC | 1,716 | $308.8K | 0.02% | +5+0.3% | Added |
| Evoke Wealth, LLC | 1,709 | $307.5K | 0.01% | −4,821−73.8% | Reduced |
| Diversify Wealth Management, LLC | 1,582 | $305.9K | 0.02% | +159+11.2% | Added |
| Rehmann Capital Advisory Group | 1,697 | $305.5K | 0.02% | +220+14.9% | Added |
| IFP Advisors, Inc | 1,682 | $303.1K | 0.01% | +4+0.2% | Added |
| AE Wealth Management LLC | 1,679 | $302.2K | 0.00% | −166−9.0% | Reduced |
| Voya Financial Advisors, Inc. | 1,653 | $301.8K | 0.03% | −410−19.9% | Reduced |
| Hamilton Capital Partners Inc. | 1,668 | $300.2K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 1,644 | $295.8K | 0.00% | 00.0% | Unchanged |
| Serenus Wealth Advisors, LLC | 1,610 | $289.7K | 0.05% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 1,593 | $286.7K | 0.14% | −30−1.8% | Reduced |
| Qsemble Capital Management, LP | 1,587 | $285.6K | 0.03% | +1,587 | New |
| OneAscent Wealth Management LLC | 1,572 | $283.0K | 0.10% | +87+5.9% | Added |
| Brown Miller Wealth Management, LLC | 1,557 | $280.1K | 0.09% | +172+12.4% | Added |
| Fifth Third Wealth Advisors LLC | 1,550 | $278.9K | 0.01% | +3+0.2% | Added |
| Bessemer Group Inc | 1,499 | $270.0K | 0.00% | −2−0.1% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,460 | $265.1K | 0.12% | −20−1.4% | Reduced |
| Riverwater Partners LLC | 1,458 | $262.4K | 0.12% | +2+0.1% | Added |
| OneAscent Financial Services LLC | 1,434 | $259.0K | 0.02% | −1,742−54.8% | Reduced |
| Nisa Investment Advisors, LLC | 1,433 | $257.9K | 0.00% | +46+3.3% | Added |
| Scissortail Wealth Management, LLC | 1,406 | $253.0K | 0.06% | 00.0% | Unchanged |
| Umb Bank N A | 1,403 | $252.5K | 0.00% | +31+2.3% | Added |
| PFW Advisors LLC | 1,402 | $252.3K | 0.08% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 1,397 | $251.4K | 0.00% | +1,397 | New |
| KBC Group NV | 1,387 | $250.0K | 0.00% | −908−39.6% | Reduced |