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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 20,205 | $4.15M | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 20,681 | $4.25M | 0.02% | −1,325−6.0% | Reduced |
| Cerity Partners LLC | 21,009 | $4.31M | 0.01% | +283+1.4% | Added |
| Tudor Investment Corp Et Al | 21,180 | $4.35M | 0.03% | −35,942−62.9% | Reduced |
| US Bancorp | 21,891 | $4.49M | 0.01% | −1,311−5.7% | Reduced |
| Chase Investment Counsel Corp | 22,066 | $4.53M | 1.34% | +921+4.4% | Added |
| Pathstone Holdings, LLC | 22,160 | $4.55M | 0.02% | +1,491+7.2% | Added |
| ING Groep NV | 22,600 | $4.64M | 0.03% | +22,600 | New |
| New York State Teachers Retirement System | 23,104 | $4.74M | 0.01% | 00.0% | Unchanged |
| Weil Company, Inc. | 23,282 | $4.78M | 1.15% | −197−0.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 24,203 | $4.97M | 0.04% | +3,852+18.9% | Added |
| Empowered Funds, LLC | 24,224 | $4.97M | 0.05% | +978+4.2% | Added |
| Treasurer of the State of North Carolina | 24,312 | $4.99M | 0.02% | −954−3.8% | Reduced |
| Harbor Advisors LLC | 25,000 | $5.13M | 0.79% | 00.0% | Unchanged |
| Victory Capital Management Inc | 25,300 | $5.19M | 0.00% | −4,916−16.3% | Reduced |
| Cetera Investment Advisers | 26,089 | $5.36M | 0.01% | +7,527+40.6% | Added |
| Triasima Portfolio Management inc. | 26,795 | $5.50M | 0.83% | +5,295+24.6% | Added |
| Amalgamated Bank | 26,819 | $5.51M | 0.04% | +551+2.1% | Added |
| Dorsey Wright & Associates | 26,869 | $5.52M | 1.23% | +1,200+4.7% | Added |
| Pier Capital, LLC | 27,106 | $5.57M | 0.87% | −708−2.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 28,844 | $5.60M | 0.01% | +1,170+4.2% | Added |
| Atom Investors LP | 27,386 | $5.62M | 0.43% | +27,386 | New |
| Baird Financial Group, Inc. | 27,572 | $5.66M | 0.01% | −4,691−14.5% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 27,977 | $5.74M | 1.89% | −1,444−4.9% | Reduced |
| Horizon Investments, LLC | 28,586 | $5.87M | 0.08% | +8,956+45.6% | Added |
| MetLife Investment Management | 28,917 | $5.94M | 0.03% | −991−3.3% | Reduced |
| Ensign Peak Advisors, Inc | 29,256 | $6.01M | 0.01% | −8,610−22.7% | Reduced |
| GWM Advisors LLC | 29,569 | $6.07M | 0.03% | +226+0.8% | Added |
| American Century Companies Inc | 29,775 | $6.11M | 0.00% | +7,285+32.4% | Added |
| Oppenheimer Asset Management Inc. | 30,547 | $6.27M | 0.07% | −627−2.0% | Reduced |
| Capital Fund Management S.A. | 31,680 | $6.50M | 0.06% | −3,384−9.7% | Reduced |
| PDT Partners, LLC | 32,615 | $6.70M | 0.42% | +12,274+60.3% | Added |
| Trexquant Investment LP | 32,894 | $6.75M | 0.07% | −55,558−62.8% | Reduced |
| Geneos Wealth Management Inc. | 33,928 | $6.97M | 0.18% | +498+1.5% | Added |
| FineMark National Bank & Trust | 34,414 | $7.07M | 0.23% | −649−1.9% | Reduced |
| Squarepoint Ops LLC | 35,363 | $7.26M | 0.02% | +35,363 | New |
| HSBC Holdings PLC | 35,718 | $7.32M | 0.00% | −5,616−13.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 37,747 | $7.60M | 0.16% | +174+0.5% | Added |
| Hantz Financial Services, Inc. | 38,271 | $7.86M | 0.12% | −7,454−16.3% | Reduced |
| Man Group plc | 39,238 | $8.06M | 0.02% | −4,321−9.9% | Reduced |
| Manufacturers Life Insurance Company, The | 40,034 | $8.22M | 0.01% | −1,040−2.5% | Reduced |
| Bank of Montreal | 42,486 | $8.72M | 0.00% | +20,612+94.2% | Added |
| Great West Life Assurance Co | 42,954 | $8.85M | 0.01% | +1,052+2.5% | Added |
| Teacher Retirement System of Texas | 43,541 | $8.94M | 0.04% | +23,367+115.8% | Added |
| King Luther Capital Management Corp | 44,578 | $9.15M | 0.04% | +38,553+639.9% | Added |
| Van Eck Associates Corp | 45,319 | $9.30M | 0.01% | +640+1.4% | Added |
| BW Gestao de Investimentos Ltda. | 48,000 | $9.86M | 0.75% | +17,600+57.9% | Added |
| Comerica Bank | 49,155 | $10.1M | 0.04% | +3,950+8.7% | Added |
| California State Teachers Retirement System | 49,931 | $10.3M | 0.01% | +20.0% | Added |
| STRS Ohio | 49,993 | $10.3M | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 50,586 | $10.3M | 0.01% | +40,328+393.1% | Added |
| Acadian Asset Management LLC | 51,633 | $10.6M | 0.02% | +51,633 | New |
| Royce & Associates LP | 53,242 | $10.9M | 0.11% | −21,223−28.5% | Reduced |
| Public Employees Retirement System of Ohio | 53,714 | $11.0M | 0.03% | +1,092+2.1% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 54,107 | $11.1M | 2.81% | −1,526−2.7% | Reduced |
| Mutual of America Capital Management LLC | 57,530 | $11.8M | 0.12% | −859−1.5% | Reduced |
| Voloridge Investment Management, LLC | 57,841 | $11.9M | 0.04% | −10,974−15.9% | Reduced |
| Prana Capital Management, LP | 61,549 | $12.6M | 0.42% | +52,720+597.1% | Added |
| Natixis | 62,660 | $12.9M | 0.07% | +62,660 | New |
| Aptus Capital Advisors, LLC | 65,603 | $13.5M | 0.12% | +8,694+15.3% | Added |
| Retirement Systems of Alabama | 65,735 | $13.5M | 0.04% | −80.0% | Reduced |
| Whittier Trust Co | 71,052 | $14.3M | 0.16% | +1,243+1.8% | Added |
| Nordea Investment Management AB | 71,255 | $14.6M | 0.01% | −3,214−4.3% | Reduced |
| Russell Investments Group, Ltd. | 71,814 | $14.7M | 0.02% | −54,695−43.2% | Reduced |
| Wealth High Governance Capital Ltda | 72,000 | $14.8M | 4.25% | +22,400+45.2% | Added |
| Citadel Advisors LLC | 72,265 | $14.8M | 0.01% | −26,288−26.7% | Reduced |
| StonePine Asset Management Inc. | 74,495 | $15.3M | 0.10% | 00.0% | Unchanged |
| Prudential Financial Inc | 76,701 | $15.7M | 0.02% | +27,858+57.0% | Added |
| Stifel Financial Corp | 81,201 | $16.7M | 0.02% | +584+0.7% | Added |
| Segall Bryant & Hamill, LLC | 84,027 | $17.3M | 0.23% | +2,070+2.5% | Added |
| AXA Investment Managers S.A. | 84,663 | $17.4M | 0.05% | +84,663 | New |
| Montanaro Asset Management Ltd | 89,000 | $18.3M | 4.56% | +8,000+9.9% | Added |
| Millennium Management LLC | 93,481 | $19.2M | 0.02% | −20,881−18.3% | Reduced |
| Alps Advisors Inc | 97,639 | $20.0M | 0.11% | −29,879−23.4% | Reduced |
| California Public Employees Retirement System | 100,714 | $20.7M | 0.01% | +4,200+4.4% | Added |
| Amundi | 107,840 | $21.2M | 0.01% | −59,871−35.7% | Reduced |
| Swiss National Bank | 104,236 | $21.4M | 0.01% | +1,100+1.1% | Added |
| Ameriprise Financial Inc | 104,613 | $21.5M | 0.00% | −385,084−78.6% | Reduced |
| LPL Financial LLC | 105,248 | $21.6M | 0.01% | +7,374+7.5% | Added |
| Legal & General Group Plc | 105,945 | $21.8M | 0.00% | −5,167−4.7% | Reduced |
| Fenimore Asset Management Inc | 106,473 | $21.9M | 0.44% | +2,248+2.2% | Added |
| Citigroup Inc | 109,057 | $22.4M | 0.02% | −4,627−4.1% | Reduced |
| Nuveen, LLC | 115,493 | $23.7M | 0.01% | +6,868+6.3% | Added |
| Janus Henderson Group PLC | 116,033 | $23.8M | 0.01% | +47,391+69.0% | Added |
| GHP Investment Advisors, Inc. | 118,985 | $24.4M | 1.03% | −455−0.4% | Reduced |
| Principal Financial Group Inc | 120,603 | $24.8M | 0.01% | −1,570−1.3% | Reduced |
| New York State Common Retirement Fund | 139,540 | $28.7M | 0.04% | −5,249−3.6% | Reduced |
| UBS Asset Management Americas Inc | 145,135 | $29.8M | 0.01% | −76,750−34.6% | Reduced |
| Public Employees Retirement Association of Colorado | 146,251 | $30.0M | 0.11% | −21,695−12.9% | Reduced |
| Rhumbline Advisers | 155,459 | $31.9M | 0.03% | −8,236−5.0% | Reduced |
| Brown Advisory Inc | 160,770 | $33.0M | 0.04% | −7,503−4.5% | Reduced |
| Renaissance Technologies LLC | 162,700 | $33.4M | 0.04% | −73,400−31.1% | Reduced |
| Flputnam Investment Management Co | 166,996 | $34.3M | 0.51% | +3,122+1.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 168,550 | $34.6M | 0.10% | −71,936−29.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 170,617 | $35.0M | 0.06% | +137,237+411.1% | Added |
| JPMorgan Chase & Co | 174,695 | $35.9M | 0.00% | +14,483+9.0% | Added |
| BNP Paribas Arbitrage, SA | 176,548 | $36.2M | 0.03% | −1,552−0.9% | Reduced |
| Renaissance Group LLC | 186,182 | $38.2M | 1.44% | −3,401−1.8% | Reduced |
| Barlow Wealth Partners, Inc. | 203,133 | $39.4M | 4.39% | −2,445−1.2% | Reduced |
| Qube Research & Technologies Ltd | 208,513 | $42.8M | 0.06% | −65,874−24.0% | Reduced |