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, Q3 2025
Institutional positions in Houlihan Lokey, Inc. as of Sep 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
- 553
- +12 vs. Q2 2025
- Shares held
- 54.2M
- −203.4K (−0.4%) vs. Q2 2025
- Total value
- $10.9B
- +$1.10B (+11.2%) vs. Q2 2025
- New holders
- 74
- 188 more added
- Sold out
- 62
- 205 more reduced
8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,510,709 | $1.13B | 0.02% | −176,658−3.1% | Reduced |
| Vanguard Group Inc | 5,305,182 | $1.09B | 0.02% | +13,750+0.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,921,874 | $599.9M | 1.46% | −85,078−2.8% | Reduced |
| Earnest Partners LLC | 2,421,133 | $497.1M | 2.16% | −51,336−2.1% | Reduced |
| State Street Corp | 1,715,003 | $352.1M | 0.01% | −1,607−0.1% | Reduced |
| FMR LLC | 1,434,939 | $294.6M | 0.02% | −193,617−11.9% | Reduced |
| Wellington Management Group LLP | 1,372,703 | $281.8M | 0.05% | −86,514−5.9% | Reduced |
| Geode Capital Management, LLC | 1,333,792 | $273.9M | 0.02% | +292,202+28.1% | Added |
| Burgundy Asset Management Ltd. | 1,219,617 | $243.0M | 2.29% | −6,349−0.5% | Reduced |
| Bamco Inc | 1,130,190 | $232.1M | 0.62% | −15,953−1.4% | Reduced |
| Bank of America Corp | 1,000,180 | $205.4M | 0.02% | −41,810−4.0% | Reduced |
| Capital Research Global Investors | 956,441 | $196.4M | 0.04% | +157,605+19.7% | Added |
| Raymond James Financial Inc | 841,949 | $172.9M | 0.06% | −32,129−3.7% | Reduced |
| Invesco Ltd. | 827,525 | $169.9M | 0.03% | −19,115−2.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 803,143 | $164.9M | 0.10% | −249,104−23.7% | Reduced |
| Fiduciary Management Inc | 747,832 | $153.5M | 1.55% | −3,493−0.5% | Reduced |
| SEI Investments Co | 717,952 | $147.4M | 0.16% | +27,328+4.0% | Added |
| Thrivent Financial for Lutherans | 713,494 | $146.5M | 0.29% | +307,214+75.6% | Added |
| Neuberger Berman Group LLC | 665,736 | $136.7M | 0.10% | −16,055−2.4% | Reduced |
| Jennison Associates LLC | 589,093 | $121.0M | 0.07% | +119,440+25.4% | Added |
| Clearbridge Investments, LLC | 572,763 | $117.6M | 0.09% | −7,139−1.2% | Reduced |
| Capital International Investors | 570,904 | $117.2M | 0.02% | −227,454−28.5% | Reduced |
| Morgan Stanley | 559,284 | $114.8M | 0.01% | −63,976−10.3% | Reduced |
| Northern Trust Corp | 536,488 | $110.2M | 0.01% | −1,912−0.4% | Reduced |
| Dimensional Fund Advisors LP | 521,892 | $107.2M | 0.02% | −32,878−5.9% | Reduced |
| Champlain Investment Partners, LLC | 511,281 | $105.0M | 0.79% | −35,059−6.4% | Reduced |
| Bank of New York Mellon Corp | 488,305 | $100.3M | 0.02% | +13,462+2.8% | Added |
| Alliancebernstein L.P. | 460,665 | $94.6M | 0.03% | −27,716−5.7% | Reduced |
| Goldman Sachs Group Inc | 452,409 | $92.9M | 0.01% | −29,301−6.1% | Reduced |
| Charles Schwab Investment Management Inc | 417,543 | $85.7M | 0.01% | −172,196−29.2% | Reduced |
| Wells Fargo & Company | 408,334 | $83.8M | 0.02% | −10,537−2.5% | Reduced |
| Westfield Capital Management Co LP | 406,306 | $83.4M | 0.35% | +60,782+17.6% | Added |
| Envestnet Asset Management Inc | 405,890 | $83.3M | 0.02% | −35,066−8.0% | Reduced |
| Handelsbanken Fonder AB | 398,458 | $81.8M | 0.26% | +50,000+14.3% | Added |
| First Trust Advisors LP | 393,109 | $80.7M | 0.06% | −13,659−3.4% | Reduced |
| Van Berkom & Associates Inc. | 376,692 | $77.3M | 2.24% | −19,714−5.0% | Reduced |
| Congress Asset Management Co | 375,300 | $77.1M | 0.51% | −62,760−14.3% | Reduced |
| Royal Bank of Canada | 368,600 | $75.7M | 0.01% | +193,497+110.5% | Added |
| GW&K Investment Management, LLC | 342,641 | $70.4M | 0.62% | −44,103−11.4% | Reduced |
| Price T Rowe Associates Inc | 329,448 | $67.6M | 0.01% | +291,442+766.8% | Added |
| Natixis Advisors, L.P. | 325,374 | $66.8M | 0.10% | −24,893−7.1% | Reduced |
| Macquarie Group Ltd | 312,267 | $64.1M | 0.07% | +179,585+135.3% | Added |
| UBS Group AG | 282,751 | $58.1M | 0.01% | +23,895+9.2% | Added |
| Ancora Advisors, LLC | 276,828 | $56.8M | 1.14% | −4,394−1.6% | Reduced |
| Franklin Resources Inc | 266,527 | $54.7M | 0.01% | +13,028+5.1% | Added |
| Fiera Capital Corp | 265,815 | $54.6M | 0.18% | −5,949−2.2% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 260,196 | $53.4M | 2.52% | −18,639−6.7% | Reduced |
| HighTower Advisors, LLC | 247,785 | $50.9M | 0.06% | +12,599+5.4% | Added |
| Schroder Investment Management Group | 243,107 | $50.1M | 0.04% | −4,527−1.8% | Reduced |
| Argent Capital Management LLC | 241,712 | $49.6M | 1.35% | +125+0.1% | Added |
| AQR Capital Management LLC | 234,024 | $48.0M | 0.03% | +102,490+77.9% | Added |
| Barclays PLC | 229,075 | $47.0M | 0.02% | +97,568+74.2% | Added |
| Eventide Asset Management, LLC | 220,048 | $45.2M | 0.74% | +24,954+12.8% | Added |
| Qube Research & Technologies Ltd | 208,513 | $42.8M | 0.06% | −65,874−24.0% | Reduced |
| Barlow Wealth Partners, Inc. | 203,133 | $39.4M | 4.39% | −2,445−1.2% | Reduced |
| Renaissance Group LLC | 186,182 | $38.2M | 1.44% | −3,401−1.8% | Reduced |
| BNP Paribas Arbitrage, SA | 176,548 | $36.2M | 0.03% | −1,552−0.9% | Reduced |
| JPMorgan Chase & Co | 174,695 | $35.9M | 0.00% | +14,483+9.0% | Added |
| Caisse de Depot Et Placement du Quebec | 170,617 | $35.0M | 0.06% | +137,237+411.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 168,550 | $34.6M | 0.10% | −71,936−29.9% | Reduced |
| Flputnam Investment Management Co | 166,996 | $34.3M | 0.51% | +3,122+1.9% | Added |
| Renaissance Technologies LLC | 162,700 | $33.4M | 0.04% | −73,400−31.1% | Reduced |
| Brown Advisory Inc | 160,770 | $33.0M | 0.04% | −7,503−4.5% | Reduced |
| Rhumbline Advisers | 155,459 | $31.9M | 0.03% | −8,236−5.0% | Reduced |
| Public Employees Retirement Association of Colorado | 146,251 | $30.0M | 0.11% | −21,695−12.9% | Reduced |
| UBS Asset Management Americas Inc | 145,135 | $29.8M | 0.01% | −76,750−34.6% | Reduced |
| New York State Common Retirement Fund | 139,540 | $28.7M | 0.04% | −5,249−3.6% | Reduced |
| Principal Financial Group Inc | 120,603 | $24.8M | 0.01% | −1,570−1.3% | Reduced |
| GHP Investment Advisors, Inc. | 118,985 | $24.4M | 1.03% | −455−0.4% | Reduced |
| Janus Henderson Group PLC | 116,033 | $23.8M | 0.01% | +47,391+69.0% | Added |
| Nuveen, LLC | 115,493 | $23.7M | 0.01% | +6,868+6.3% | Added |
| Citigroup Inc | 109,057 | $22.4M | 0.02% | −4,627−4.1% | Reduced |
| Fenimore Asset Management Inc | 106,473 | $21.9M | 0.44% | +2,248+2.2% | Added |
| Legal & General Group Plc | 105,945 | $21.8M | 0.00% | −5,167−4.7% | Reduced |
| LPL Financial LLC | 105,248 | $21.6M | 0.01% | +7,374+7.5% | Added |
| Ameriprise Financial Inc | 104,613 | $21.5M | 0.00% | −385,084−78.6% | Reduced |
| Swiss National Bank | 104,236 | $21.4M | 0.01% | +1,100+1.1% | Added |
| Amundi | 107,840 | $21.2M | 0.01% | −59,871−35.7% | Reduced |
| California Public Employees Retirement System | 100,714 | $20.7M | 0.01% | +4,200+4.4% | Added |
| Alps Advisors Inc | 97,639 | $20.0M | 0.11% | −29,879−23.4% | Reduced |
| Millennium Management LLC | 93,481 | $19.2M | 0.02% | −20,881−18.3% | Reduced |
| Montanaro Asset Management Ltd | 89,000 | $18.3M | 4.56% | +8,000+9.9% | Added |
| AXA Investment Managers S.A. | 84,663 | $17.4M | 0.05% | +84,663 | New |
| Segall Bryant & Hamill, LLC | 84,027 | $17.3M | 0.23% | +2,070+2.5% | Added |
| Stifel Financial Corp | 81,201 | $16.7M | 0.02% | +584+0.7% | Added |
| Prudential Financial Inc | 76,701 | $15.7M | 0.02% | +27,858+57.0% | Added |
| StonePine Asset Management Inc. | 74,495 | $15.3M | 0.10% | 00.0% | Unchanged |
| Citadel Advisors LLC | 72,265 | $14.8M | 0.01% | −26,288−26.7% | Reduced |
| Wealth High Governance Capital Ltda | 72,000 | $14.8M | 4.25% | +22,400+45.2% | Added |
| Russell Investments Group, Ltd. | 71,814 | $14.7M | 0.02% | −54,695−43.2% | Reduced |
| Nordea Investment Management AB | 71,255 | $14.6M | 0.01% | −3,214−4.3% | Reduced |
| Whittier Trust Co | 71,052 | $14.3M | 0.16% | +1,243+1.8% | Added |
| Retirement Systems of Alabama | 65,735 | $13.5M | 0.04% | −80.0% | Reduced |
| Aptus Capital Advisors, LLC | 65,603 | $13.5M | 0.12% | +8,694+15.3% | Added |
| Natixis | 62,660 | $12.9M | 0.07% | +62,660 | New |
| Prana Capital Management, LP | 61,549 | $12.6M | 0.42% | +52,720+597.1% | Added |
| Voloridge Investment Management, LLC | 57,841 | $11.9M | 0.04% | −10,974−15.9% | Reduced |
| Mutual of America Capital Management LLC | 57,530 | $11.8M | 0.12% | −859−1.5% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 54,107 | $11.1M | 2.81% | −1,526−2.7% | Reduced |
| Public Employees Retirement System of Ohio | 53,714 | $11.0M | 0.03% | +1,092+2.1% | Added |