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 |
|---|---|---|---|---|---|
| Ameriflex Group, Inc. | 362 | $74.3K | 0.03% | +230+174.2% | Added |
| Versant Capital Management, Inc | 376 | $77.2K | 0.01% | −30−7.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 386 | $79.0K | 0.00% | −7−1.8% | Reduced |
| Quest Partners LLC | 394 | $80.9K | 0.01% | −1,463−78.8% | Reduced |
| Clearstead Advisors, LLC | 398 | $81.7K | 0.00% | −2,632−86.9% | Reduced |
| Eastern Bank | 400 | $82.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 400 | $82.1K | 0.00% | +356+809.1% | Added |
| Anchor Investment Management, LLC | 450 | $92.4K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 467 | $95.9K | 0.00% | +66+16.5% | Added |
| Wealthspire Advisors, LLC | 481 | $98.7K | 0.00% | +481 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 500 | $103.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 547 | $112.3K | 0.02% | −187−25.5% | Reduced |
| Mather Group, LLC. | 624 | $128.1K | 0.00% | +624 | New |
| Virtus ETF Advisers LLC | 650 | $133.5K | 0.07% | +650 | New |
| Signaturefd, LLC | 659 | $135.3K | 0.00% | +85+14.8% | Added |
| MAI Capital Management | 713 | $146.4K | 0.00% | +345+93.8% | Added |
| Walleye Trading LLC | 753 | $154.6K | 0.00% | −4,530−85.7% | Reduced |
| AdvisorNet Financial, Inc | 858 | $176.2K | 0.01% | −42−4.7% | Reduced |
| Bayforest Capital Ltd | 895 | $183.8K | 0.09% | −4,293−82.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 956 | $196.3K | 0.00% | +70+7.9% | Added |
| Synergy Financial Group, LTD | 975 | $200.2K | 0.13% | +975 | New |
| Mount Yale Investment Advisors, LLC | 982 | $201.6K | 0.01% | −820−45.5% | Reduced |
| Parallel Advisors, LLC | 985 | $202.2K | 0.00% | +192+24.2% | Added |
| Allworth Financial LP | 1,005 | $206.3K | 0.00% | +118+13.3% | Added |
| Premier Fund Managers Ltd | 1,003 | $207.0K | 0.01% | +1,003 | New |
| Coldstream Capital Management Inc | 1,011 | $207.6K | 0.00% | +1,011 | New |
| FLC Capital Advisors | 1,031 | $211.7K | 0.04% | +1,031 | New |
| TownSquare Capital, LLC | 1,032 | $211.9K | 0.03% | −3,140−75.3% | Reduced |
| Harvest Investment Services, LLC | 1,032 | $211.9K | 0.04% | −107−9.4% | Reduced |
| Buckingham Strategic Partners | 1,113 | $213.4K | 0.00% | +1,113 | New |
| Advyzon Investment Management, LLC | 1,059 | $217.4K | 0.04% | +1,059 | New |
| Ausdal Financial Partners, Inc. | 1,066 | $218.9K | 0.01% | +1,066 | New |
| LBMC Investment Advisors, LLC | 1,068 | $219.3K | 0.01% | +1,068 | New |
| Lido Advisors, LLC | 1,081 | $222.0K | 0.00% | +1,081 | New |
| Huntington National Bank | 1,096 | $225.0K | 0.00% | +36+3.4% | Added |
| Woodward Diversified Capital, LLC | 1,100 | $225.9K | 0.11% | +1,100 | New |
| Principal Securities, Inc. | 1,107 | $227.3K | 0.00% | −5−0.4% | Reduced |
| Coastal Bridge Advisors, LLC | 1,110 | $227.9K | 0.02% | +1,110 | New |
| Stephenson National Bank & Trust | 1,113 | $228.5K | 0.07% | +34+3.2% | Added |
| Diversify Wealth Management, LLC | 1,285 | $228.8K | 0.01% | −297−18.8% | Reduced |
| RSM US Wealth Management LLC | 1,142 | $234.4K | 0.00% | +1,142 | New |
| Moody Aldrich Partners LLC | 1,144 | $234.9K | 0.04% | +1,144 | New |
| Motley Fool Asset Management LLC | 1,146 | $235.3K | 0.01% | +16+1.4% | Added |
| Moloney Securities Asset Management, LLC | 1,150 | $236.1K | 0.03% | −20−1.7% | Reduced |
| HB Wealth Management, LLC | 1,167 | $239.6K | 0.00% | +1,167 | New |
| Verition Fund Management LLC | 1,173 | $240.8K | 0.00% | −7,651−86.7% | Reduced |
| Independent Advisor Alliance | 1,177 | $241.7K | 0.01% | +36+3.2% | Added |
| Smartleaf Asset Management LLC | 1,175 | $242.3K | 0.01% | +103+9.6% | Added |
| Kingsview Wealth Management, LLC | 1,183 | $242.9K | 0.00% | +1,183 | New |
| Strategy Asset Managers LLC | 1,189 | $244.1K | 0.04% | −47−3.8% | Reduced |
| Johnson Investment Counsel Inc | 1,191 | $244.5K | 0.00% | +15+1.3% | Added |
| Fourth Dimension Wealth, LLC | 1,198 | $245.9K | 0.09% | +300+33.4% | Added |
| Impact Capital Partners LLC | 1,203 | $247.0K | 0.07% | −18−1.5% | Reduced |
| Resources Investment Advisors, LLC. | 1,214 | $249.3K | 0.00% | −55−4.3% | Reduced |
| Blair William & Co | 1,223 | $251.1K | 0.00% | +1,223 | New |
| OneAscent Family Office, LLC | 1,228 | $252.1K | 0.21% | +35+2.9% | Added |
| Meeder Advisory Services, Inc. | 1,233 | $253.1K | 0.01% | +25+2.1% | Added |
| Vise Technologies, Inc. | 1,234 | $253.4K | 0.01% | +121+10.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,263 | $259.3K | 0.01% | −31−2.4% | Reduced |
| Profund Advisors LLC | 1,270 | $260.8K | 0.01% | +24+1.9% | Added |
| denkapparat Operations GmbH | 1,270 | $260.8K | 0.17% | +1,270 | New |
| Sagespring Wealth Partners, LLC | 1,281 | $263.1K | 0.01% | +1,281 | New |
| Beirne Wealth Consulting Services, LLC | 1,305 | $268.2K | 0.06% | +1,305 | New |
| Brown Brothers Harriman & Co | 1,308 | $268.6K | 0.00% | +504+62.7% | Added |
| Voya Financial Advisors, Inc. | 1,324 | $273.0K | 0.03% | −329−19.9% | Reduced |
| Covestor Ltd | 1,357 | $279.0K | 0.15% | +221+19.5% | Added |
| Infrastructure Capital Advisors, LLC | 1,572 | $281.5K | 0.03% | +1,572 | New |
| Forum Financial Management, LP | 1,372 | $281.7K | 0.00% | +231+20.2% | Added |
| Jefferies Financial Group Inc. | 1,378 | $282.9K | 0.00% | +111+8.8% | Added |
| Tower Research Capital LLC (TRC) | 1,381 | $283.5K | 0.01% | −2,084−60.1% | Reduced |
| Okabena Investment Services Inc | 1,382 | $283.8K | 0.06% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,391 | $285.5K | 0.01% | +13+0.9% | Added |
| PFW Advisors LLC | 1,402 | $287.9K | 0.09% | 00.0% | Unchanged |
| Umb Bank N A | 1,405 | $288.5K | 0.00% | +2+0.1% | Added |
| Scissortail Wealth Management, LLC | 1,406 | $288.7K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,412 | $290.0K | 0.01% | +191+15.6% | Added |
| Arkadios Wealth Advisors | 1,440 | $295.7K | 0.01% | +1,440 | New |
| Nisa Investment Advisors, LLC | 1,443 | $296.3K | 0.00% | +10+0.7% | Added |
| FourThought Financial Partners, LLC | 1,453 | $298.3K | 0.03% | +1,453 | New |
| Riverwater Partners LLC | 1,458 | $299.4K | 0.12% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 1,458 | $299.4K | 0.48% | +1,458 | New |
| Martingale Asset Management L P | 1,533 | $314.8K | 0.01% | −710−31.7% | Reduced |
| Engineers Gate Manager LP | 1,548 | $317.8K | 0.00% | −13,206−89.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,550 | $318.2K | 0.01% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 1,778 | $319.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,557 | $320.0K | 0.00% | +170+12.3% | Added |
| Wallace Advisory Group, LLC | 1,793 | $322.6K | 0.26% | −540−23.1% | Reduced |
| Serenus Wealth Advisors, LLC | 1,610 | $330.6K | 0.06% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,619 | $332.4K | 0.11% | +47+3.0% | Added |
| IFP Advisors, Inc | 1,622 | $333.0K | 0.01% | −60−3.6% | Reduced |
| Fedenia Advisers LLC | 1,634 | $335.5K | 0.13% | +41+2.6% | Added |
| CIBC Asset Management Inc | 1,644 | $337.5K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,668 | $342.5K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,670 | $343.0K | 0.00% | +171+11.4% | Added |
| American Trust | 1,680 | $344.9K | 0.03% | −240−12.5% | Reduced |
| SFMG, LLC | 1,716 | $352.3K | 0.02% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 1,720 | $353.1K | 0.10% | +163+10.5% | Added |
| Evoke Wealth, LLC | 1,724 | $354.0K | 0.01% | +15+0.9% | Added |
| Ci Investments Inc. | 1,773 | $364.0K | 0.00% | −205−10.4% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,787 | $366.9K | 0.14% | +327+22.4% | Added |