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 |
|---|---|---|---|---|---|
| Eventide Asset Management, LLC | 220,048 | $45.2M | 0.74% | +24,954+12.8% | Added |
| Barclays PLC | 229,075 | $47.0M | 0.02% | +97,568+74.2% | Added |
| AQR Capital Management LLC | 234,024 | $48.0M | 0.03% | +102,490+77.9% | Added |
| Argent Capital Management LLC | 241,712 | $49.6M | 1.35% | +125+0.1% | Added |
| Schroder Investment Management Group | 243,107 | $50.1M | 0.04% | −4,527−1.8% | Reduced |
| HighTower Advisors, LLC | 247,785 | $50.9M | 0.06% | +12,599+5.4% | Added |
| Woodley Farra Manion Portfolio Management Inc | 260,196 | $53.4M | 2.52% | −18,639−6.7% | Reduced |
| Fiera Capital Corp | 265,815 | $54.6M | 0.18% | −5,949−2.2% | Reduced |
| Franklin Resources Inc | 266,527 | $54.7M | 0.01% | +13,028+5.1% | Added |
| Ancora Advisors, LLC | 276,828 | $56.8M | 1.14% | −4,394−1.6% | Reduced |
| UBS Group AG | 282,751 | $58.1M | 0.01% | +23,895+9.2% | Added |
| Macquarie Group Ltd | 312,267 | $64.1M | 0.07% | +179,585+135.3% | Added |
| Natixis Advisors, L.P. | 325,374 | $66.8M | 0.10% | −24,893−7.1% | Reduced |
| Price T Rowe Associates Inc | 329,448 | $67.6M | 0.01% | +291,442+766.8% | Added |
| GW&K Investment Management, LLC | 342,641 | $70.4M | 0.62% | −44,103−11.4% | Reduced |
| Royal Bank of Canada | 368,600 | $75.7M | 0.01% | +193,497+110.5% | Added |
| Congress Asset Management Co | 375,300 | $77.1M | 0.51% | −62,760−14.3% | Reduced |
| Van Berkom & Associates Inc. | 376,692 | $77.3M | 2.24% | −19,714−5.0% | Reduced |
| First Trust Advisors LP | 393,109 | $80.7M | 0.06% | −13,659−3.4% | Reduced |
| Handelsbanken Fonder AB | 398,458 | $81.8M | 0.26% | +50,000+14.3% | Added |
| Envestnet Asset Management Inc | 405,890 | $83.3M | 0.02% | −35,066−8.0% | Reduced |
| Westfield Capital Management Co LP | 406,306 | $83.4M | 0.35% | +60,782+17.6% | Added |
| Wells Fargo & Company | 408,334 | $83.8M | 0.02% | −10,537−2.5% | Reduced |
| Charles Schwab Investment Management Inc | 417,543 | $85.7M | 0.01% | −172,196−29.2% | Reduced |
| Goldman Sachs Group Inc | 452,409 | $92.9M | 0.01% | −29,301−6.1% | Reduced |
| Alliancebernstein L.P. | 460,665 | $94.6M | 0.03% | −27,716−5.7% | Reduced |
| Bank of New York Mellon Corp | 488,305 | $100.3M | 0.02% | +13,462+2.8% | Added |
| Champlain Investment Partners, LLC | 511,281 | $105.0M | 0.79% | −35,059−6.4% | Reduced |
| Dimensional Fund Advisors LP | 521,892 | $107.2M | 0.02% | −32,878−5.9% | Reduced |
| Northern Trust Corp | 536,488 | $110.2M | 0.01% | −1,912−0.4% | Reduced |
| Morgan Stanley | 559,284 | $114.8M | 0.01% | −63,976−10.3% | Reduced |
| Capital International Investors | 570,904 | $117.2M | 0.02% | −227,454−28.5% | Reduced |
| Clearbridge Investments, LLC | 572,763 | $117.6M | 0.09% | −7,139−1.2% | Reduced |
| Jennison Associates LLC | 589,093 | $121.0M | 0.07% | +119,440+25.4% | Added |
| Neuberger Berman Group LLC | 665,736 | $136.7M | 0.10% | −16,055−2.4% | Reduced |
| Thrivent Financial for Lutherans | 713,494 | $146.5M | 0.29% | +307,214+75.6% | Added |
| SEI Investments Co | 717,952 | $147.4M | 0.16% | +27,328+4.0% | Added |
| Fiduciary Management Inc | 747,832 | $153.5M | 1.55% | −3,493−0.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 803,143 | $164.9M | 0.10% | −249,104−23.7% | Reduced |
| Invesco Ltd. | 827,525 | $169.9M | 0.03% | −19,115−2.3% | Reduced |
| Raymond James Financial Inc | 841,949 | $172.9M | 0.06% | −32,129−3.7% | Reduced |
| Capital Research Global Investors | 956,441 | $196.4M | 0.04% | +157,605+19.7% | Added |
| Bank of America Corp | 1,000,180 | $205.4M | 0.02% | −41,810−4.0% | Reduced |
| Bamco Inc | 1,130,190 | $232.1M | 0.62% | −15,953−1.4% | Reduced |
| Burgundy Asset Management Ltd. | 1,219,617 | $243.0M | 2.29% | −6,349−0.5% | Reduced |
| Geode Capital Management, LLC | 1,333,792 | $273.9M | 0.02% | +292,202+28.1% | Added |
| Wellington Management Group LLP | 1,372,703 | $281.8M | 0.05% | −86,514−5.9% | Reduced |
| FMR LLC | 1,434,939 | $294.6M | 0.02% | −193,617−11.9% | Reduced |
| State Street Corp | 1,715,003 | $352.1M | 0.01% | −1,607−0.1% | Reduced |
| Earnest Partners LLC | 2,421,133 | $497.1M | 2.16% | −51,336−2.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,921,874 | $599.9M | 1.46% | −85,078−2.8% | Reduced |
| Vanguard Group Inc | 5,305,182 | $1.09B | 0.02% | +13,750+0.3% | Added |
| BlackRock, Inc. | 5,510,709 | $1.13B | 0.02% | −176,658−3.1% | Reduced |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −182,729−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −87,007−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −68,803−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −45,784−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −35,400−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −21,757−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −20,149−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −12,506−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −12,475−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −11,119−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −9,387−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −9,273−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −8,213−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,120−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −7,681−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −5,740−100.0% | Sold out |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −5,080−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −4,884−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −4,823−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,580−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −4,127−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,103−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −3,791−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −3,434−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −3,426−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −2,995−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −2,989−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −2,852−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,702−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −2,555−100.0% | Sold out |
| Outlook Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,519−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,321−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,297−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −2,145−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,969−100.0% | Sold out |
| Berry Wealth Group, LP | 0 | $0 | 0.00% | −1,851−100.0% | Sold out |
| Net Worth Advisory Group | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −1,587−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −1,434−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −1,308−100.0% | Sold out |
| SCS Capital Management LLC | 0 | $0 | 0.00% | −1,286−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −1,286−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −1,135−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −1,220−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −1,191−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −762−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −710−100.0% | Sold out |