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 |
|---|---|---|---|---|---|
| Royce & Associates LP | 53,242 | $10.9M | 0.11% | −21,223−28.5% | Reduced |
| Acadian Asset Management LLC | 51,633 | $10.6M | 0.02% | +51,633 | New |
| Advisor Group Holdings, Inc. | 50,586 | $10.3M | 0.01% | +40,328+393.1% | Added |
| STRS Ohio | 49,993 | $10.3M | 0.04% | 00.0% | Unchanged |
| California State Teachers Retirement System | 49,931 | $10.3M | 0.01% | +20.0% | Added |
| Comerica Bank | 49,155 | $10.1M | 0.04% | +3,950+8.7% | Added |
| BW Gestao de Investimentos Ltda. | 48,000 | $9.86M | 0.75% | +17,600+57.9% | Added |
| Van Eck Associates Corp | 45,319 | $9.30M | 0.01% | +640+1.4% | Added |
| King Luther Capital Management Corp | 44,578 | $9.15M | 0.04% | +38,553+639.9% | Added |
| Teacher Retirement System of Texas | 43,541 | $8.94M | 0.04% | +23,367+115.8% | Added |
| Great West Life Assurance Co | 42,954 | $8.85M | 0.01% | +1,052+2.5% | Added |
| Bank of Montreal | 42,486 | $8.72M | 0.00% | +20,612+94.2% | Added |
| Manufacturers Life Insurance Company, The | 40,034 | $8.22M | 0.01% | −1,040−2.5% | Reduced |
| Man Group plc | 39,238 | $8.06M | 0.02% | −4,321−9.9% | Reduced |
| Hantz Financial Services, Inc. | 38,271 | $7.86M | 0.12% | −7,454−16.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 37,747 | $7.60M | 0.16% | +174+0.5% | Added |
| HSBC Holdings PLC | 35,718 | $7.32M | 0.00% | −5,616−13.6% | Reduced |
| Squarepoint Ops LLC | 35,363 | $7.26M | 0.02% | +35,363 | New |
| FineMark National Bank & Trust | 34,414 | $7.07M | 0.23% | −649−1.9% | Reduced |
| Geneos Wealth Management Inc. | 33,928 | $6.97M | 0.18% | +498+1.5% | Added |
| Trexquant Investment LP | 32,894 | $6.75M | 0.07% | −55,558−62.8% | Reduced |
| PDT Partners, LLC | 32,615 | $6.70M | 0.42% | +12,274+60.3% | Added |
| Capital Fund Management S.A. | 31,680 | $6.50M | 0.06% | −3,384−9.7% | Reduced |
| Oppenheimer Asset Management Inc. | 30,547 | $6.27M | 0.07% | −627−2.0% | Reduced |
| American Century Companies Inc | 29,775 | $6.11M | 0.00% | +7,285+32.4% | Added |
| GWM Advisors LLC | 29,569 | $6.07M | 0.03% | +226+0.8% | Added |
| Ensign Peak Advisors, Inc | 29,256 | $6.01M | 0.01% | −8,610−22.7% | Reduced |
| MetLife Investment Management | 28,917 | $5.94M | 0.03% | −991−3.3% | Reduced |
| Horizon Investments, LLC | 28,586 | $5.87M | 0.08% | +8,956+45.6% | Added |
| Walled Lake Planning & Wealth Management, LLC | 27,977 | $5.74M | 1.89% | −1,444−4.9% | Reduced |
| Baird Financial Group, Inc. | 27,572 | $5.66M | 0.01% | −4,691−14.5% | Reduced |
| Atom Investors LP | 27,386 | $5.62M | 0.43% | +27,386 | New |
| Wealth Enhancement Advisory Services, LLC | 28,844 | $5.60M | 0.01% | +1,170+4.2% | Added |
| Pier Capital, LLC | 27,106 | $5.57M | 0.87% | −708−2.5% | Reduced |
| Dorsey Wright & Associates | 26,869 | $5.52M | 1.23% | +1,200+4.7% | Added |
| Amalgamated Bank | 26,819 | $5.51M | 0.04% | +551+2.1% | Added |
| Triasima Portfolio Management inc. | 26,795 | $5.50M | 0.83% | +5,295+24.6% | Added |
| Cetera Investment Advisers | 26,089 | $5.36M | 0.01% | +7,527+40.6% | Added |
| Victory Capital Management Inc | 25,300 | $5.19M | 0.00% | −4,916−16.3% | Reduced |
| Harbor Advisors LLC | 25,000 | $5.13M | 0.79% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 24,312 | $4.99M | 0.02% | −954−3.8% | Reduced |
| Empowered Funds, LLC | 24,224 | $4.97M | 0.05% | +978+4.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 24,203 | $4.97M | 0.04% | +3,852+18.9% | Added |
| Weil Company, Inc. | 23,282 | $4.78M | 1.15% | −197−0.8% | Reduced |
| New York State Teachers Retirement System | 23,104 | $4.74M | 0.01% | 00.0% | Unchanged |
| ING Groep NV | 22,600 | $4.64M | 0.03% | +22,600 | New |
| Pathstone Holdings, LLC | 22,160 | $4.55M | 0.02% | +1,491+7.2% | Added |
| Chase Investment Counsel Corp | 22,066 | $4.53M | 1.34% | +921+4.4% | Added |
| US Bancorp | 21,891 | $4.49M | 0.01% | −1,311−5.7% | Reduced |
| Tudor Investment Corp Et Al | 21,180 | $4.35M | 0.03% | −35,942−62.9% | Reduced |
| Cerity Partners LLC | 21,009 | $4.31M | 0.01% | +283+1.4% | Added |
| Toroso Investments, LLC | 20,681 | $4.25M | 0.02% | −1,325−6.0% | Reduced |
| State of Tennessee, Treasury Department | 20,205 | $4.15M | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 19,557 | $4.02M | 0.05% | −232−1.2% | Reduced |
| Daiwa Securities Group Inc. | 19,386 | $3.98M | 0.01% | +519+2.8% | Added |
| Pinebridge Investments, L.P. | 19,308 | $3.96M | 0.03% | +6,275+48.1% | Added |
| Dark Forest Capital Management LP | 19,258 | $3.95M | 0.15% | −4,787−19.9% | Reduced |
| Bell Asset Management Ltd | 19,185 | $3.94M | 1.08% | −11,483−37.4% | Reduced |
| MML Investors Services, LLC | 19,011 | $3.90M | 0.01% | −1,086−5.4% | Reduced |
| State Board of Administration of Florida Retirement System | 18,829 | $3.87M | 0.01% | −271−1.4% | Reduced |
| Sanctuary Advisors, LLC | 18,744 | $3.85M | 0.02% | +689+3.8% | Added |
| Jacobs Levy Equity Management, Inc | 18,737 | $3.85M | 0.02% | −319,366−94.5% | Reduced |
| Hilton Capital Management, LLC | 18,546 | $3.81M | 0.31% | −2,003−9.7% | Reduced |
| Creative Planning | 18,488 | $3.80M | 0.00% | +10,134+121.3% | Added |
| Regions Financial Corp | 18,090 | $3.71M | 0.02% | +206+1.2% | Added |
| Ambassador Advisors, LLC | 17,935 | $3.68M | 0.55% | +17,935 | New |
| Fifth Third Bancorp | 17,881 | $3.67M | 0.01% | −1,023−5.4% | Reduced |
| Yousif Capital Management, LLC | 17,866 | $3.67M | 0.04% | −1,004−5.3% | Reduced |
| The PNC Financial Services Group, Inc. | 17,475 | $3.59M | 0.00% | +2,127+13.9% | Added |
| Vestcor Inc | 16,895 | $3.47M | 0.10% | −14,621−46.4% | Reduced |
| ExodusPoint Capital Management, LP | 16,751 | $3.44M | 0.05% | −18,019−51.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,649 | $3.42M | 0.01% | +899+5.7% | Added |
| Teachers Retirement System of the State of Kentucky | 16,620 | $3.41M | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 16,437 | $3.37M | 0.10% | −807−4.7% | Reduced |
| Monument Capital Management | 16,333 | $3.35M | 0.84% | −191−1.2% | Reduced |
| Caxton Associates LLP | 16,174 | $3.32M | 0.09% | +16,174 | New |
| Quantinno Capital Management LP | 16,104 | $3.31M | 0.01% | +4,848+43.1% | Added |
| Arizona State Retirement System | 15,918 | $3.27M | 0.02% | +151+1.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 15,578 | $3.20M | 0.01% | −20,087−56.3% | Reduced |
| State of New Jersey Common Pension Fund D | 15,577 | $3.20M | 0.01% | +591+3.9% | Added |
| Federation des caisses Desjardins du Quebec | 15,506 | $3.18M | 0.01% | +3,706+31.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 15,244 | $3.13M | 0.02% | +844+5.9% | Added |
| Louisiana State Employees Retirement System | 15,100 | $3.10M | 0.05% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 14,782 | $3.04M | 0.02% | +691+4.9% | Added |
| Canada Pension Plan Investment Board | 14,700 | $3.02M | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 14,504 | $2.98M | 0.00% | +1,367+10.4% | Added |
| Davenport & Co LLC | 14,323 | $2.94M | 0.02% | −419−2.8% | Reduced |
| Bank of Nova Scotia | 13,990 | $2.87M | 0.01% | −52,753−79.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,954 | $2.87M | 0.01% | +134+1.0% | Added |
| CI Private Wealth, LLC | 13,855 | $2.84M | 0.00% | +1,021+8.0% | Added |
| Grandeur Peak Global Advisors, LLC | 13,836 | $2.84M | 0.38% | +747+5.7% | Added |
| Exchange Traded Concepts, LLC | 13,826 | $2.84M | 0.03% | −529−3.7% | Reduced |
| State of Michigan Retirement System | 12,900 | $2.65M | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 12,744 | $2.62M | 0.04% | +5,999+88.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,119 | $2.49M | 0.04% | +109+0.9% | Added |
| FJ Capital Management LLC | 11,860 | $2.44M | 0.26% | −222−1.8% | Reduced |
| QRG Capital Management, Inc. | 11,607 | $2.38M | 0.03% | +6,150+112.7% | Added |
| New Age Alpha Advisors, LLC | 11,468 | $2.35M | 0.10% | −351−3.0% | Reduced |
| KLP Kapitalforvaltning AS | 11,200 | $2.30M | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 11,068 | $2.27M | 0.01% | +1,826+19.8% | Added |