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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.

Institutional holdersQ3 2025: 553 institutions
Q1 2021: 276 institutionsQ2 2021: 302 institutionsQ3 2021: 308 institutionsQ4 2021: 344 institutionsQ1 2022: 343 institutionsQ2 2022: 324 institutionsQ3 2022: 323 institutionsQ4 2022: 335 institutionsQ1 2023: 330 institutionsQ2 2023: 331 institutionsQ3 2023: 338 institutionsQ4 2023: 393 institutionsQ1 2024: 399 institutionsQ2 2024: 416 institutionsQ3 2024: 452 institutionsQ4 2024: 506 institutionsQ1 2025: 525 institutionsQ2 2025: 549 institutionsQ3 2025: 553 institutionsQ4 2025: 579 institutionsQ1 2026: 547 institutionsQ2 2026: 520 institutions
Value heldQ3 2025: $10.9B
Q1 2021: $3.47BQ2 2021: $4.31BQ3 2021: $4.78BQ4 2021: $5.21BQ1 2022: $4.42BQ2 2022: $3.86BQ3 2022: $3.71BQ4 2022: $4.35BQ1 2023: $4.40BQ2 2023: $4.92BQ3 2023: $5.39BQ4 2023: $6.45BQ1 2024: $6.81BQ2 2024: $7.19BQ3 2024: $8.36BQ4 2024: $9.29BQ1 2025: $8.60BQ2 2025: $9.93BQ3 2025: $10.9BQ4 2025: $9.30BQ1 2026: $7.72BQ2 2026: $7.40B
Institutions holding HLI and their total value by quarter
QuarterHoldersValue
Q2 2026520$7.40B
Q1 2026547$7.72B
Q4 2025579$9.30B
Q3 2025553$10.9B
Q2 2025549$9.93B
Q1 2025525$8.60B
Q4 2024506$9.29B
Q3 2024452$8.36B
Q2 2024416$7.19B
Q1 2024399$6.81B
Q4 2023393$6.45B
Q3 2023338$5.39B
Q2 2023331$4.92B
Q1 2023330$4.40B
Q4 2022335$4.35B
Q3 2022323$3.71B
Q2 2022324$3.86B
Q1 2022343$4.42B
Q4 2021344$5.21B
Q3 2021308$4.78B
Q2 2021302$4.31B
Q1 2021276$3.47B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q2 2025.

Institutions holding HLI in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth4$00.00%+2+100.0%Added
Raleigh Capital Management Inc.0$140.00%−3−100.0%Reduced
Activest Wealth Management1$2050.00%00.0%Unchanged
New Millennium Group LLC1$2050.00%+1New
Quaker Wealth Management, LLC1$2060.00%00.0%Unchanged
TFC Financial Management1$2060.00%00.0%Unchanged
Financial Management Professionals, Inc.2$4110.00%00.0%Unchanged
Turning Point Benefit Group, Inc.3$6020.00%+3New
Sachetta, LLC3$6160.00%00.0%Unchanged
Heartwood Wealth Advisors LLC3$6160.00%+3New
Breakwater Investment Management3$6160.00%+3New
Bare Financial Services, Inc4$8210.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC4$8210.00%+1+33.3%Added
Rialto Wealth Management, LLC4$8220.00%+1+33.3%Added
Creative Financial Designs Inc5$1.03K0.00%00.0%Unchanged
CVA Family Office, LLC5$1.03K0.00%00.0%Unchanged
HFM Investment Advisors, LLC5$1.03K0.00%00.0%Unchanged
Tortoise Investment Management, LLC5$1.03K0.00%+3+150.0%Added
Binnacle Investments Inc5$1.03K0.00%+5New
Hughes Financial Services, LLC6$1.09K0.00%00.0%Unchanged
SJS Investment Consulting Inc.6$1.23K0.00%00.0%Unchanged
West Branch Capital LLC7$1.44K0.00%+7New
Cromwell Holdings LLC8$1.64K0.00%00.0%Unchanged
Cloud Capital Management, LLC12$2.00K0.00%+12New
Manchester Capital Management LLC10$2.05K0.00%−1,180−99.2%Reduced
DiNuzzo Private Wealth, Inc.13$2.59K0.00%00.0%Unchanged
Highline Wealth Partners LLC13$2.67K0.00%00.0%Unchanged
Hollencrest Capital Management14$2.87K0.00%00.0%Unchanged
True Wealth Design, LLC14$2.88K0.00%+3+27.3%Added
JPL Wealth Management, LLC14$2.88K0.00%+14New
Marquette Asset Management, LLC15$3.08K0.00%+15New
Montag A & Associates Inc18$3.70K0.00%+18New
Cape Investment Advisory, Inc.19$3.90K0.00%00.0%Unchanged
Private Wealth Management Group, LLC21$4.31K0.00%00.0%Unchanged
Bellevue Asset Management, LLC24$4.93K0.00%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.26$5.34K0.00%+26New
Retirement Wealth Solutions LLC26$5.34K0.00%00.0%Unchanged
PFS Partners, LLC26$5.35K0.00%00.0%Unchanged
Sunbelt Securities, Inc.29$5.95K0.00%00.0%Unchanged
North Star Investment Management Corp.29$6.03K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC30$6.16K0.00%−88−74.6%Reduced
TD Private Client Wealth LLC34$6.98K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC35$7.19K0.00%00.0%Unchanged
TD Capital Management LLC35$7.28K0.00%00.0%Unchanged
Salomon & Ludwin, LLC40$8.06K0.00%+40New
JFS Wealth Advisors, LLC40$8.21K0.00%00.0%Unchanged
Westend Capital Management, LLC41$8.42K0.00%00.0%Unchanged
SBI Securities Co., Ltd.42$8.62K0.00%−2−4.5%Reduced
Farmers & Merchants Investments Inc44$9.03K0.00%+2+4.8%Added
Asset Dedication, LLC44$9.04K0.00%+44New
Morse Asset Management, Inc45$9.24K0.00%+41+1,025.0%Added
Main Street Group, LTD45$9.24K0.00%+45New
Millstone Evans Group, LLC46$9.45K0.01%+46New
First Pacific Financial47$9.66K0.00%00.0%Unchanged
Simplex Trading, LLC49$10.0K0.00%+49New
Accent Capital Management, LLC50$10.3K0.00%+50New
Arlington Trust Co LLC56$11.5K0.00%00.0%Unchanged
Larson Financial Group LLC59$12.1K0.00%00.0%Unchanged
Key Financial Inc67$13.4K0.00%00.0%Unchanged
Westfuller Advisors, LLC66$13.6K0.01%+66New
Hemington Wealth Management71$14.0K0.00%+7+10.9%Added
Bogart Wealth, LLC72$14.8K0.00%00.0%Unchanged
Dogwood Wealth Management LLC73$15.0K0.01%+14+23.7%Added
Wolff Wiese Magana LLC75$15.4K0.01%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.78$16.0K0.00%00.0%Unchanged
Spire Wealth Management78$16.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc88$18.1K0.00%−7−7.4%Reduced
Essential Partners LLC90$18.5K0.01%+80+800.0%Added
Washington Trust Advisors, Inc.91$18.7K0.00%00.0%Unchanged
Clayton Financial Group LLC98$20.1K0.01%+98New
Danske Bank A/S100$20.5K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC100$20.5K0.00%+79+376.2%Added
Quent Capital, LLC102$20.9K0.00%+102New
HHM Wealth Advisors, LLC104$21.4K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd105$22.0K0.00%00.0%Unchanged
Fortitude Family Office, LLC109$22.4K0.01%00.0%Unchanged
Optiver Holding B.V.112$23.0K0.00%−64−36.4%Reduced
Financial Network Wealth Advisors LLC113$23.2K0.03%+75+197.4%Added
Rise Advisors, LLC115$23.5K0.01%+1+0.9%Added
Marshall & Sterling Wealth Advisors Inc.116$23.8K0.02%00.0%Unchanged
Alpine Bank Wealth Management117$24.0K0.00%00.0%Unchanged
Golden State Wealth Management, LLC127$26.1K0.00%00.0%Unchanged
Painted Porch Advisors LLC131$26.9K0.01%00.0%Unchanged
Massmutual Trust Co FSB136$27.9K0.00%+1+0.7%Added
FWL Investment Management, LLC138$28.3K0.01%00.0%Unchanged
Westside Investment Management, Inc.148$29.7K0.00%+58+64.4%Added
Root Financial Partners, LLC151$31.0K0.00%+151New
Clark Wealth Partners181$31.5K0.02%−94−34.2%Reduced
Private Trust Co NA169$34.7K0.00%−44−20.7%Reduced
Ameliora Wealth Management Ltd.169$34.7K0.01%00.0%Unchanged
Nomura Asset Management Co Ltd170$34.9K0.00%00.0%Unchanged
Trust Co of Toledo NA191$39.2K0.00%00.0%Unchanged
Cornerstone Planning Group LLC201$40.1K0.01%+129+179.2%Added
UMA Financial Services, Inc.212$43.5K0.01%+12+6.0%Added
CBIZ Investment Advisory Services, LLC215$44.1K0.00%−1−0.5%Reduced
Bartlett & Co. Wealth Management LLC217$44.6K0.00%−23−9.6%Reduced
TCTC Holdings, LLC232$47.6K0.00%00.0%Unchanged
Parkside Financial Bank & Trust308$63.2K0.00%+178+136.9%Added
Rothschild Investment LLC325$66.7K0.00%+324+32,400.0%Added
Emerald Advisers, LLC345$70.8K0.00%00.0%Unchanged