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 |
|---|---|---|---|---|---|
| Portside Wealth Group, LLC | 5,362 | $1.10M | 0.15% | +823+18.1% | Added |
| Two Sigma Investments, LP | 5,474 | $1.12M | 0.00% | −65,833−92.3% | Reduced |
| Connable Office Inc | 5,576 | $1.14M | 0.11% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,121,832 | $1.16M | 0.15% | +1,121,832 | New |
| Mount Lucas Management LP | 5,681 | $1.17M | 0.53% | −425−7.0% | Reduced |
| Resources Management Corp | 5,845 | $1.20M | 0.16% | 00.0% | Unchanged |
| TD Asset Management Inc | 5,900 | $1.21M | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 5,945 | $1.22M | 0.01% | −105−1.7% | Reduced |
| Intrust Bank NA | 5,956 | $1.22M | 0.10% | −48−0.8% | Reduced |
| Algert Global LLC | 6,026 | $1.24M | 0.02% | −750−11.1% | Reduced |
| Kestra Private Wealth Services, LLC | 6,142 | $1.26M | 0.02% | +4,031+191.0% | Added |
| Jones Financial Companies LLLP | 6,358 | $1.31M | 0.00% | +410+6.9% | Added |
| Voya Investment Management LLC | 6,392 | $1.31M | 0.00% | −7,726−54.7% | Reduced |
| Norden Group LLC | 6,401 | $1.31M | 0.13% | +1,153+22.0% | Added |
| Cresset Asset Management, LLC | 6,702 | $1.38M | 0.01% | +272+4.2% | Added |
| Taylor Frigon Capital Management LLC | 6,794 | $1.40M | 0.69% | +119+1.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 6,875 | $1.41M | 0.02% | +3,835+126.2% | Added |
| Strategic Wealth Designers | 6,960 | $1.43M | 0.12% | +6,744+3,122.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,027 | $1.44M | 0.01% | −1,387−16.5% | Reduced |
| Smith Group Asset Management, LLC | 7,080 | $1.45M | 0.08% | −240−3.3% | Reduced |
| Jump Financial, LLC | 7,095 | $1.46M | 0.02% | +4,793+208.2% | Added |
| Pacer Advisors, Inc. | 7,235 | $1.49M | 0.00% | +2,485+52.3% | Added |
| Advisory Services Network, LLC | 7,267 | $1.49M | 0.02% | +129+1.8% | Added |
| Sequoia Financial Advisors, LLC | 7,365 | $1.51M | 0.01% | +2,460+50.2% | Added |
| Voleon Capital Management LP | 7,436 | $1.53M | 0.04% | −7,741−51.0% | Reduced |
| James Investment Research Inc | 7,456 | $1.53M | 0.17% | +1,115+17.6% | Added |
| Pictet Asset Management Holding SA | 7,512 | $1.54M | 0.00% | −455−5.7% | Reduced |
| Highland Capital Management, LLC | 7,584 | $1.56M | 0.08% | −478−5.9% | Reduced |
| Harbor Capital Advisors, Inc. | 7,587 | $1.56M | 0.12% | −16,368−68.3% | Reduced |
| Cim, LLC | 7,985 | $1.64M | 0.21% | +7,985 | New |
| Xponance, Inc. | 8,026 | $1.65M | 0.01% | +68+0.9% | Added |
| Stegent Equity Advisors, Inc. | 8,029 | $1.65M | 1.34% | −6,233−43.7% | Reduced |
| Truist Financial Corp | 8,113 | $1.67M | 0.00% | +286+3.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,205 | $1.68M | 0.00% | +1,753+27.2% | Added |
| Crawford Investment Counsel Inc | 8,470 | $1.74M | 0.03% | −1,001−10.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,508 | $1.75M | 0.06% | −10.0% | Reduced |
| Cinctive Capital Management LP | 8,517 | $1.75M | 0.09% | +8,517 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 8,806 | $1.81M | 0.00% | +8,806 | New |
| Park Avenue Securities LLC | 8,975 | $1.84M | 0.01% | −67−0.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 9,062 | $1.86M | 0.19% | +291+3.3% | Added |
| Illinois Municipal Retirement Fund | 9,363 | $1.92M | 0.02% | −3,401−26.6% | Reduced |
| Richard Bernstein Advisors LLC | 9,459 | $1.94M | 0.06% | −13,836−59.4% | Reduced |
| Rockefeller Capital Management L.P. | 9,555 | $1.96M | 0.00% | +9,555 | New |
| JustInvest LLC | 9,825 | $2.02M | 0.02% | +885+9.9% | Added |
| Deutsche Bank AG | 9,905 | $2.03M | 0.00% | −40,258−80.3% | Reduced |
| Intech Investment Management LLC | 10,018 | $2.06M | 0.02% | +10,018 | New |
| Gibbs Wealth Management | 10,379 | $2.13M | 0.48% | +3,524+51.4% | Added |
| Spears Abacus Advisors LLC | 10,504 | $2.16M | 0.04% | −105−1.0% | Reduced |
| New Mexico Educational Retirement Board | 10,600 | $2.18M | 0.07% | 00.0% | Unchanged |
| Assetmark, Inc | 10,655 | $2.19M | 0.00% | −12−0.1% | Reduced |
| Brinker Capital Investments, LLC | 10,734 | $2.20M | 0.02% | +160+1.5% | Added |
| Appleton Partners Inc | 10,835 | $2.23M | 0.15% | +10,835 | New |
| Oregon Public Employees Retirement Fund | 10,905 | $2.24M | 0.03% | −100−0.9% | Reduced |
| CWM, LLC | 11,068 | $2.27M | 0.01% | +1,826+19.8% | Added |
| KLP Kapitalforvaltning AS | 11,200 | $2.30M | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 11,468 | $2.35M | 0.10% | −351−3.0% | Reduced |
| QRG Capital Management, Inc. | 11,607 | $2.38M | 0.03% | +6,150+112.7% | Added |
| FJ Capital Management LLC | 11,860 | $2.44M | 0.26% | −222−1.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,119 | $2.49M | 0.04% | +109+0.9% | Added |
| Bokf, NA | 12,744 | $2.62M | 0.04% | +5,999+88.9% | Added |
| State of Michigan Retirement System | 12,900 | $2.65M | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 13,826 | $2.84M | 0.03% | −529−3.7% | Reduced |
| Grandeur Peak Global Advisors, LLC | 13,836 | $2.84M | 0.38% | +747+5.7% | Added |
| CI Private Wealth, LLC | 13,855 | $2.84M | 0.00% | +1,021+8.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,954 | $2.87M | 0.01% | +134+1.0% | Added |
| Bank of Nova Scotia | 13,990 | $2.87M | 0.01% | −52,753−79.0% | Reduced |
| Davenport & Co LLC | 14,323 | $2.94M | 0.02% | −419−2.8% | Reduced |
| Mariner, LLC | 14,504 | $2.98M | 0.00% | +1,367+10.4% | Added |
| Canada Pension Plan Investment Board | 14,700 | $3.02M | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 14,782 | $3.04M | 0.02% | +691+4.9% | Added |
| Louisiana State Employees Retirement System | 15,100 | $3.10M | 0.05% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 15,244 | $3.13M | 0.02% | +844+5.9% | Added |
| Federation des caisses Desjardins du Quebec | 15,506 | $3.18M | 0.01% | +3,706+31.4% | Added |
| State of New Jersey Common Pension Fund D | 15,577 | $3.20M | 0.01% | +591+3.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 15,578 | $3.20M | 0.01% | −20,087−56.3% | Reduced |
| Arizona State Retirement System | 15,918 | $3.27M | 0.02% | +151+1.0% | Added |
| Quantinno Capital Management LP | 16,104 | $3.31M | 0.01% | +4,848+43.1% | Added |
| Caxton Associates LLP | 16,174 | $3.32M | 0.09% | +16,174 | New |
| Monument Capital Management | 16,333 | $3.35M | 0.84% | −191−1.2% | Reduced |
| Ameritas Investment Partners, Inc. | 16,437 | $3.37M | 0.10% | −807−4.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,620 | $3.41M | 0.03% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,649 | $3.42M | 0.01% | +899+5.7% | Added |
| ExodusPoint Capital Management, LP | 16,751 | $3.44M | 0.05% | −18,019−51.8% | Reduced |
| Vestcor Inc | 16,895 | $3.47M | 0.10% | −14,621−46.4% | Reduced |
| The PNC Financial Services Group, Inc. | 17,475 | $3.59M | 0.00% | +2,127+13.9% | Added |
| Yousif Capital Management, LLC | 17,866 | $3.67M | 0.04% | −1,004−5.3% | Reduced |
| Fifth Third Bancorp | 17,881 | $3.67M | 0.01% | −1,023−5.4% | Reduced |
| Ambassador Advisors, LLC | 17,935 | $3.68M | 0.55% | +17,935 | New |
| Regions Financial Corp | 18,090 | $3.71M | 0.02% | +206+1.2% | Added |
| Creative Planning | 18,488 | $3.80M | 0.00% | +10,134+121.3% | Added |
| Hilton Capital Management, LLC | 18,546 | $3.81M | 0.31% | −2,003−9.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 18,737 | $3.85M | 0.02% | −319,366−94.5% | Reduced |
| Sanctuary Advisors, LLC | 18,744 | $3.85M | 0.02% | +689+3.8% | Added |
| State Board of Administration of Florida Retirement System | 18,829 | $3.87M | 0.01% | −271−1.4% | Reduced |
| MML Investors Services, LLC | 19,011 | $3.90M | 0.01% | −1,086−5.4% | Reduced |
| Bell Asset Management Ltd | 19,185 | $3.94M | 1.08% | −11,483−37.4% | Reduced |
| Dark Forest Capital Management LP | 19,258 | $3.95M | 0.15% | −4,787−19.9% | Reduced |
| Pinebridge Investments, L.P. | 19,308 | $3.96M | 0.03% | +6,275+48.1% | Added |
| Daiwa Securities Group Inc. | 19,386 | $3.98M | 0.01% | +519+2.8% | Added |
| Atria Investments LLC | 19,557 | $4.02M | 0.05% | −232−1.2% | Reduced |