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 |
|---|---|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 1,806 | $370.8K | 0.01% | +23+1.3% | Added |
| We Are One Seven, LLC | 1,828 | $375.3K | 0.01% | −64−3.4% | Reduced |
| Anb Bank | 1,830 | $375.7K | 0.15% | −32−1.7% | Reduced |
| Trajan Wealth LLC | 1,832 | $376.1K | 0.02% | −283−13.4% | Reduced |
| AE Wealth Management LLC | 1,842 | $378.0K | 0.00% | +163+9.7% | Added |
| Alliance Wealth Advisors, LLC | 1,843 | $378.4K | 0.09% | −233−11.2% | Reduced |
| Evergreen Capital Management LLC | 1,893 | $388.7K | 0.01% | +1,893 | New |
| Rehmann Capital Advisory Group | 1,896 | $389.4K | 0.02% | +199+11.7% | Added |
| Benjamin Edwards Inc | 1,915 | $393.2K | 0.00% | +1,915 | New |
| Shelton Capital Management | 1,924 | $395.0K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 1,992 | $409.0K | 0.10% | +76+4.0% | Added |
| SRS Capital Advisors, Inc. | 1,992 | $409.0K | 0.01% | +1,931+3,165.6% | Added |
| HighPoint Advisor Group LLC | 2,065 | $424.0K | 0.02% | −190−8.4% | Reduced |
| Callan Family Office, LLC | 2,072 | $425.4K | 0.01% | −2,616−55.8% | Reduced |
| Round Rock Advisors, LLC | 2,073 | $425.6K | 0.07% | +2,073 | New |
| Sterling Capital Management LLC | 2,100 | $431.2K | 0.01% | −158−7.0% | Reduced |
| Merit Financial Group, LLC | 2,113 | $433.9K | 0.00% | −235−10.0% | Reduced |
| J2 Capital Management Inc | 2,138 | $439.0K | 0.33% | −177−7.6% | Reduced |
| Beacon Pointe Advisors, LLC | 2,143 | $440.0K | 0.00% | +2,143 | New |
| Commonwealth Equity Services, LLC | 2,173 | $446.0K | 0.00% | +379+21.1% | Added |
| Transamerica Financial Advisors, Inc. | 2,213 | $454.2K | 0.04% | +2,213 | New |
| Vista Finance, LLC | 2,228 | $457.5K | 0.30% | 00.0% | Unchanged |
| Jane Street Group, LLC | 2,273 | $466.7K | 0.00% | −87,416−97.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,288 | $470.0K | 0.00% | −1,336−36.9% | Reduced |
| Optimize Financial Inc | 2,290 | $470.2K | 0.24% | +2,290 | New |
| ProShare Advisors LLC | 2,313 | $474.9K | 0.00% | −72−3.0% | Reduced |
| Wealthcare Capital Partners, LLC | 2,316 | $475.6K | 0.22% | +6+0.3% | Added |
| Aviva PLC | 2,372 | $487.0K | 0.00% | −312−11.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,386 | $489.9K | 0.00% | −121−4.8% | Reduced |
| Private Advisor Group, LLC | 2,426 | $498.1K | 0.00% | +30+1.3% | Added |
| Aster Capital Management (DIFC) Ltd | 2,449 | $502.8K | 0.25% | −8,462−77.6% | Reduced |
| Swiss Life Asset Management Ltd | 2,488 | $510.8K | 0.00% | +1,091+78.1% | Added |
| Wealth Alliance | 2,512 | $515.7K | 0.05% | +40+1.6% | Added |
| EverSource Wealth Advisors, LLC | 2,527 | $518.8K | 0.02% | +128+5.3% | Added |
| Cynosure Management, LLC | 2,544 | $522.3K | 0.06% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 2,643 | $542.7K | 0.01% | −2,115−44.5% | Reduced |
| Quadrant Capital Group LLC | 2,688 | $551.9K | 0.02% | +193+7.7% | Added |
| OneAscent Investment Solutions LLC | 2,696 | $553.5K | 0.59% | −187−6.5% | Reduced |
| Maryland State Retirement & Pension System | 2,697 | $553.7K | 0.01% | +247+10.1% | Added |
| Csenge Advisory Group | 2,698 | $553.9K | 0.03% | +2,698 | New |
| Harbor Investment Advisory, LLC | 2,704 | $555.2K | 0.05% | +2,654+5,308.0% | Added |
| Union Bancaire Privee, UBP SA | 2,817 | $580.2K | 0.01% | +311+12.4% | Added |
| Vident Advisory, LLC | 2,834 | $581.8K | 0.01% | +149+5.5% | Added |
| Utah Retirement Systems | 2,859 | $587.0K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,860 | $587.2K | 0.02% | −42−1.4% | Reduced |
| Baker Ellis Asset Management LLC | 2,869 | $589.1K | 0.07% | +2,869 | New |
| Beverly Hills Private Wealth, LLC | 2,872 | $589.7K | 0.10% | −177−5.8% | Reduced |
| Quantbot Technologies LP | 2,921 | $599.7K | 0.02% | −9,420−76.3% | Reduced |
| Axxcess Wealth Management, LLC | 2,937 | $603.0K | 0.01% | +133+4.7% | Added |
| First Bank & Trust | 3,054 | $627.0K | 0.11% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 3,094 | $635.3K | 0.00% | −1,859−37.5% | Reduced |
| Dynasty Wealth Management, LLC | 3,109 | $638.3K | 0.01% | +201+6.9% | Added |
| Fiduciary Trust Co | 3,141 | $644.9K | 0.01% | +131+4.4% | Added |
| Glenmede Investment Management, LP | 3,155 | $647.8K | 0.00% | +38+1.2% | Added |
| National Asset Management, Inc. | 3,173 | $651.5K | 0.03% | −207−6.1% | Reduced |
| Diversified Trust Co | 3,215 | $660.1K | 0.01% | +12+0.4% | Added |
| Two Sigma Advisers, LP | 3,300 | $677.6K | 0.00% | −2,300−41.1% | Reduced |
| Los Angeles Capital Management LLC | 3,332 | $684.1K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,490 | $716.5K | 0.00% | +135+4.0% | Added |
| Keybank National Association | 3,573 | $733.6K | 0.00% | −101−2.7% | Reduced |
| State of Wyoming | 3,584 | $735.9K | 0.08% | −403−10.1% | Reduced |
| Alamea Verwaltungs GmbH | 3,593 | $737.7K | 0.50% | −4−0.1% | Reduced |
| Janney Montgomery Scott LLC | 3,595 | $738.0K | 0.00% | −477−11.7% | Reduced |
| Brevan Howard Capital Management LP | 3,653 | $750.0K | 0.01% | −1,729−32.1% | Reduced |
| Alpine Woods Capital Investors, LLC | 3,740 | $767.9K | 0.18% | −8−0.2% | Reduced |
| Clifford Group, LLC | 3,763 | $772.7K | 0.60% | −263−6.5% | Reduced |
| Studio Investment Management LLC | 3,764 | $772.8K | 0.15% | −146−3.7% | Reduced |
| Guggenheim Capital LLC | 3,767 | $773.4K | 0.01% | −31−0.8% | Reduced |
| CAPROCK Group, Inc. | 3,924 | $782.0K | 0.02% | +3,924 | New |
| Brookstone Capital Management | 3,828 | $786.0K | 0.01% | −18−0.5% | Reduced |
| Yorktown Management & Research Co Inc | 3,850 | $790.5K | 0.63% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,860 | $793.0K | 0.00% | −28,091−87.9% | Reduced |
| Hanlon Investment Management, Inc. | 3,876 | $795.8K | 0.48% | +179+4.8% | Added |
| Naples Global Advisors, LLC | 3,965 | $814.1K | 0.06% | −10−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 4,044 | $830.2K | 0.01% | +260+6.9% | Added |
| Securian Asset Management, Inc | 4,051 | $831.8K | 0.02% | −100−2.4% | Reduced |
| Entropy Technologies, LP | 4,055 | $832.6K | 0.06% | −5,658−58.3% | Reduced |
| HRT Financial LP | 4,104 | $842.0K | 0.00% | +4,104 | New |
| United Capital Financial Advisers, LLC | 4,113 | $844.5K | 0.01% | +4,113 | New |
| First Eagle Investment Management, LLC | 4,202 | $862.8K | 0.00% | −794−15.9% | Reduced |
| Integrated Wealth Concepts LLC | 4,220 | $866.5K | 0.01% | −2,555−37.7% | Reduced |
| Walleye Capital LLC | 4,224 | $867.3K | 0.01% | +4,224 | New |
| Sendero Wealth Management, LLC | 4,312 | $885.3K | 0.10% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 4,314 | $885.8K | 0.15% | 00.0% | Unchanged |
| Ethic Inc. | 4,425 | $908.5K | 0.01% | −840−16.0% | Reduced |
| Bridges Investment Management Inc | 4,443 | $912.2K | 0.01% | −44−1.0% | Reduced |
| Crossmark Global Holdings, Inc. | 4,546 | $933.4K | 0.01% | −926−16.9% | Reduced |
| Sowell Financial Services LLC | 4,571 | $938.6K | 0.04% | +55+1.2% | Added |
| Mercer Global Advisors Inc | 4,576 | $939.5K | 0.00% | +1,960+74.9% | Added |
| Commerce Bank | 4,630 | $950.6K | 0.01% | +300+6.9% | Added |
| Custom Index Systems, LLC | 4,691 | $963.2K | 0.29% | +1,501+47.1% | Added |
| Federated Hermes, Inc. | 4,857 | $997.2K | 0.00% | −164−3.3% | Reduced |
| Aquatic Capital Management LLC | 4,996 | $1.03M | 0.02% | −24,681−83.2% | Reduced |
| Numerai GP LLC | 5,028 | $1.03M | 0.15% | −51−1.0% | Reduced |
| GAMMA Investing LLC | 5,079 | $1.04M | 0.06% | +361+7.7% | Added |
| State of Wisconsin Investment Board | 5,106 | $1.05M | 0.00% | −23−0.4% | Reduced |
| Summit Trail Advisors, LLC | 5,179 | $1.06M | 0.01% | +2,255+77.1% | Added |
| Moneta Group Investment Advisors LLC | 5,206 | $1.07M | 0.01% | +12+0.2% | Added |
| Fulton Bank, N.A. | 5,254 | $1.08M | 0.04% | −926−15.0% | Reduced |
| Captrust Financial Advisors | 5,301 | $1.09M | 0.00% | +440+9.1% | Added |