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.
Q3 2025 vs. Q2 2025
How the institutions holding Houlihan Lokey, Inc. changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 549 | 8 | 553 | +12 |
| Shares | 55.1M | 765.0K | 54.2M | −203.4K (−0.4%) |
| Value | $9.93B | $137.7M | $10.9B | +$1.10B (+11.2%) |
8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (74)
Institutions that held Houlihan Lokey, Inc. at the end of Q3 2025 but not at the end of Q2 2025.
Sold out (62)
Institutions that held Houlihan Lokey, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.
Not filed for Q3 2025 yet (8)
Institutions that held Houlihan Lokey, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Norges Bank | 704,214 | $126.7M |
| Congress Wealth Management LLC | 49,941 | $8.99M |
| Scott Marsh Financial, LLC | 5,973 | $1.07M |
| Avantax Advisory Services, Inc. | 4,192 | $754.3K |
| First Horizon Advisors, Inc. | 530 | $95.4K |
| Iron Horse Wealth Management, LLC | 96 | $17.3K |
| Oliver Lagore Vanvalin Investment Group | 42 | $6.78K |
| Parkworth Wealth Management, Inc. | 2 | $360 |