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 |
|---|---|---|---|---|---|
| Okabena Investment Services Inc | 1,382 | $248.7K | 0.06% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,378 | $247.9K | 0.01% | −16−1.1% | Reduced |
| SummitTX Capital, L.P. | 1,308 | $235.4K | 0.01% | +1,308 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,294 | $232.9K | 0.01% | 00.0% | Unchanged |
| SCS Capital Management LLC | 1,286 | $231.4K | 0.00% | −69−5.1% | Reduced |
| 111 Capital | 1,286 | $231.4K | 0.04% | +1,286 | New |
| Resources Investment Advisors, LLC. | 1,269 | $228.4K | 0.00% | −34−2.6% | Reduced |
| Jefferies Financial Group Inc. | 1,267 | $228.0K | 0.00% | −6,641−84.0% | Reduced |
| Profund Advisors LLC | 1,246 | $224.2K | 0.01% | −75−5.7% | Reduced |
| Mutual Advisors, LLC | 1,135 | $222.3K | 0.01% | +1,135 | New |
| Strategy Asset Managers LLC | 1,236 | $222.3K | 0.04% | −6−0.5% | Reduced |
| Global Retirement Partners, LLC | 1,221 | $219.7K | 0.01% | +1,221 | New |
| Impact Capital Partners LLC | 1,221 | $219.7K | 0.07% | −82−6.3% | Reduced |
| R Squared Ltd | 1,220 | $219.5K | 0.12% | −621−33.7% | Reduced |
| Meeder Advisory Services, Inc. | 1,208 | $217.4K | 0.01% | +1,208 | New |
| OneAscent Family Office, LLC | 1,193 | $215.0K | 0.20% | +1,193 | New |
| Corton Capital Inc. | 1,191 | $214.3K | 0.25% | −161−11.9% | Reduced |
| Manchester Capital Management LLC | 1,190 | $214.1K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 1,176 | $211.6K | 0.00% | +1,176 | New |
| Moloney Securities Asset Management, LLC | 1,170 | $210.5K | 0.03% | −235−16.7% | Reduced |
| Independent Advisor Alliance | 1,141 | $205.3K | 0.01% | +1,141 | New |
| Forum Financial Management, LP | 1,141 | $205.3K | 0.00% | +1,141 | New |
| Harvest Investment Services, LLC | 1,139 | $204.9K | 0.05% | +1,139 | New |
| Covestor Ltd | 1,136 | $204.0K | 0.12% | +146+14.7% | Added |
| Motley Fool Asset Management LLC | 1,130 | $203.3K | 0.01% | +1,130 | New |
| Vise Technologies, Inc. | 1,113 | $200.3K | 0.01% | +1,113 | New |
| Principal Securities, Inc. | 1,112 | $200.1K | 0.00% | +64+6.1% | Added |
| Smartleaf Asset Management LLC | 1,072 | $195.7K | 0.02% | −25−2.3% | Reduced |
| Stephenson National Bank & Trust | 1,079 | $194.2K | 0.06% | −158−12.8% | Reduced |
| Huntington National Bank | 1,060 | $190.7K | 0.00% | −244−18.7% | Reduced |
| AdvisorNet Financial, Inc | 900 | $162.0K | 0.01% | +19+2.2% | Added |
| Fourth Dimension Wealth, LLC | 898 | $161.6K | 0.07% | +898 | New |
| Allworth Financial LP | 887 | $159.6K | 0.00% | +251+39.5% | Added |
| Northwestern Mutual Wealth Management Co | 886 | $159.4K | 0.00% | +19+2.2% | Added |
| Brown Brothers Harriman & Co | 804 | $144.7K | 0.00% | +241+42.8% | Added |
| Parallel Advisors, LLC | 793 | $142.7K | 0.00% | −26−3.2% | Reduced |
| Penserra Capital Management LLC | 762 | $137.0K | 0.00% | +762 | New |
| Park Place Capital Corp | 734 | $133.3K | 0.03% | −15−2.0% | Reduced |
| Skopos Labs, Inc. | 710 | $127.8K | 0.02% | +505+246.3% | Added |
| Signaturefd, LLC | 574 | $103.3K | 0.00% | −70−10.9% | Reduced |
| First Horizon Advisors, Inc. | 530 | $95.4K | 0.00% | −20−3.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 500 | $90.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 484 | $87.0K | 0.01% | −3,280−87.1% | Reduced |
| Anchor Investment Management, LLC | 450 | $81.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 406 | $73.1K | 0.01% | +43+11.8% | Added |
| Farther Finance Advisors, LLC | 401 | $72.2K | 0.00% | +7+1.8% | Added |
| Eastern Bank | 400 | $72.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 393 | $71.0K | 0.00% | +393 | New |
| MAI Capital Management | 368 | $66.2K | 0.00% | +268+268.0% | Added |
| Emerald Advisers, LLC | 345 | $62.1K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 334 | $60.1K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 275 | $49.5K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 240 | $43.2K | 0.00% | +23+10.6% | Added |
| TCTC Holdings, LLC | 232 | $41.7K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 216 | $38.9K | 0.00% | +1+0.5% | Added |
| Strategic Wealth Designers | 216 | $38.9K | 0.06% | +216 | New |
| Private Trust Co NA | 213 | $38.2K | 0.00% | +44+26.0% | Added |
| UMA Financial Services, Inc. | 200 | $36.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 191 | $34.4K | 0.00% | +191 | New |
| Optiver Holding B.V. | 176 | $31.7K | 0.00% | +2+1.1% | Added |
| Nomura Asset Management Co Ltd | 170 | $30.6K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 169 | $30.4K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 167 | $30.1K | 0.01% | −394−70.2% | Reduced |
| FWL Investment Management, LLC | 138 | $24.8K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 135 | $24.3K | 0.00% | +27+25.0% | Added |
| Ameriflex Group, Inc. | 132 | $24.1K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 131 | $23.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 130 | $23.4K | 0.00% | +9+7.4% | Added |
| Golden State Wealth Management, LLC | 127 | $22.9K | 0.00% | −178−58.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 118 | $21.2K | 0.01% | +118 | New |
| Alpine Bank Wealth Management | 117 | $21.1K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 116 | $20.9K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 114 | $20.6K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 109 | $19.6K | 0.01% | +10+10.1% | Added |
| Harvest Fund Management Co., Ltd | 105 | $19.0K | 0.00% | −416−79.8% | Reduced |
| HHM Wealth Advisors, LLC | 104 | $18.7K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $18.0K | 0.00% | +100 | New |
| Iron Horse Wealth Management, LLC | 96 | $17.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 95 | $17.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 91 | $16.4K | 0.00% | −4−4.2% | Reduced |
| Westside Investment Management, Inc. | 90 | $16.3K | 0.00% | +58+181.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78 | $14.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 78 | $14.0K | 0.00% | +1+1.3% | Added |
| Cornerstone Planning Group LLC | 72 | $13.9K | 0.00% | −36−33.3% | Reduced |
| SRS Capital Advisors, Inc. | 61 | $13.9K | 0.00% | −5−7.6% | Reduced |
| Wolff Wiese Magana LLC | 75 | $13.5K | 0.01% | −166−68.9% | Reduced |
| Bogart Wealth, LLC | 72 | $13.0K | 0.00% | −80−52.6% | Reduced |
| Raffa Wealth Management, LLC | 69 | $12.4K | 0.00% | +69 | New |
| Key Financial Inc | 67 | $12.1K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 64 | $11.0K | 0.00% | +10+18.5% | Added |
| Dogwood Wealth Management LLC | 59 | $10.9K | 0.01% | +59 | New |
| Larson Financial Group LLC | 59 | $10.6K | 0.00% | −34−36.6% | Reduced |
| Arlington Trust Co LLC | 56 | $10.1K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 53 | $9.54K | 0.01% | +53 | New |
| Harbor Investment Advisory, LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 47 | $8.46K | 0.00% | +6+14.6% | Added |
| Cullen/Frost Bankers, Inc. | 44 | $8.00K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 44 | $7.92K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 42 | $7.56K | 0.00% | +7+20.0% | Added |
| Westend Capital Management, LLC | 41 | $7.38K | 0.00% | +41 | New |