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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 10,905 | $2.24M | 0.03% | −100−0.9% | Reduced |
| Appleton Partners Inc | 10,835 | $2.23M | 0.15% | +10,835 | New |
| Brinker Capital Investments, LLC | 10,734 | $2.20M | 0.02% | +160+1.5% | Added |
| Assetmark, Inc | 10,655 | $2.19M | 0.00% | −12−0.1% | Reduced |
| New Mexico Educational Retirement Board | 10,600 | $2.18M | 0.07% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 10,504 | $2.16M | 0.04% | −105−1.0% | Reduced |
| Gibbs Wealth Management | 10,379 | $2.13M | 0.48% | +3,524+51.4% | Added |
| Intech Investment Management LLC | 10,018 | $2.06M | 0.02% | +10,018 | New |
| Deutsche Bank AG | 9,905 | $2.03M | 0.00% | −40,258−80.3% | Reduced |
| JustInvest LLC | 9,825 | $2.02M | 0.02% | +885+9.9% | Added |
| Rockefeller Capital Management L.P. | 9,555 | $1.96M | 0.00% | +9,555 | New |
| Richard Bernstein Advisors LLC | 9,459 | $1.94M | 0.06% | −13,836−59.4% | Reduced |
| Illinois Municipal Retirement Fund | 9,363 | $1.92M | 0.02% | −3,401−26.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 9,062 | $1.86M | 0.19% | +291+3.3% | Added |
| Park Avenue Securities LLC | 8,975 | $1.84M | 0.01% | −67−0.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 8,806 | $1.81M | 0.00% | +8,806 | New |
| Cinctive Capital Management LP | 8,517 | $1.75M | 0.09% | +8,517 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,508 | $1.75M | 0.06% | −10.0% | Reduced |
| Crawford Investment Counsel Inc | 8,470 | $1.74M | 0.03% | −1,001−10.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,205 | $1.68M | 0.00% | +1,753+27.2% | Added |
| Truist Financial Corp | 8,113 | $1.67M | 0.00% | +286+3.7% | Added |
| Stegent Equity Advisors, Inc. | 8,029 | $1.65M | 1.34% | −6,233−43.7% | Reduced |
| Xponance, Inc. | 8,026 | $1.65M | 0.01% | +68+0.9% | Added |
| Cim, LLC | 7,985 | $1.64M | 0.21% | +7,985 | New |
| Harbor Capital Advisors, Inc. | 7,587 | $1.56M | 0.12% | −16,368−68.3% | Reduced |
| Highland Capital Management, LLC | 7,584 | $1.56M | 0.08% | −478−5.9% | Reduced |
| Pictet Asset Management Holding SA | 7,512 | $1.54M | 0.00% | −455−5.7% | Reduced |
| James Investment Research Inc | 7,456 | $1.53M | 0.17% | +1,115+17.6% | Added |
| Voleon Capital Management LP | 7,436 | $1.53M | 0.04% | −7,741−51.0% | Reduced |
| Sequoia Financial Advisors, LLC | 7,365 | $1.51M | 0.01% | +2,460+50.2% | Added |
| Advisory Services Network, LLC | 7,267 | $1.49M | 0.02% | +129+1.8% | Added |
| Pacer Advisors, Inc. | 7,235 | $1.49M | 0.00% | +2,485+52.3% | Added |
| Jump Financial, LLC | 7,095 | $1.46M | 0.02% | +4,793+208.2% | Added |
| Smith Group Asset Management, LLC | 7,080 | $1.45M | 0.08% | −240−3.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,027 | $1.44M | 0.01% | −1,387−16.5% | Reduced |
| Strategic Wealth Designers | 6,960 | $1.43M | 0.12% | +6,744+3,122.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 6,875 | $1.41M | 0.02% | +3,835+126.2% | Added |
| Taylor Frigon Capital Management LLC | 6,794 | $1.40M | 0.69% | +119+1.8% | Added |
| Cresset Asset Management, LLC | 6,702 | $1.38M | 0.01% | +272+4.2% | Added |
| Norden Group LLC | 6,401 | $1.31M | 0.13% | +1,153+22.0% | Added |
| Voya Investment Management LLC | 6,392 | $1.31M | 0.00% | −7,726−54.7% | Reduced |
| Jones Financial Companies LLLP | 6,358 | $1.31M | 0.00% | +410+6.9% | Added |
| Kestra Private Wealth Services, LLC | 6,142 | $1.26M | 0.02% | +4,031+191.0% | Added |
| Algert Global LLC | 6,026 | $1.24M | 0.02% | −750−11.1% | Reduced |
| Intrust Bank NA | 5,956 | $1.22M | 0.10% | −48−0.8% | Reduced |
| State of Alaska, Department of Revenue | 5,945 | $1.22M | 0.01% | −105−1.7% | Reduced |
| TD Asset Management Inc | 5,900 | $1.21M | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 5,845 | $1.20M | 0.16% | 00.0% | Unchanged |
| Mount Lucas Management LP | 5,681 | $1.17M | 0.53% | −425−7.0% | Reduced |
| Mayflower Financial Advisors, LLC | 1,121,832 | $1.16M | 0.15% | +1,121,832 | New |
| Connable Office Inc | 5,576 | $1.14M | 0.11% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 5,474 | $1.12M | 0.00% | −65,833−92.3% | Reduced |
| Portside Wealth Group, LLC | 5,362 | $1.10M | 0.15% | +823+18.1% | Added |
| Captrust Financial Advisors | 5,301 | $1.09M | 0.00% | +440+9.1% | Added |
| Fulton Bank, N.A. | 5,254 | $1.08M | 0.04% | −926−15.0% | Reduced |
| Moneta Group Investment Advisors LLC | 5,206 | $1.07M | 0.01% | +12+0.2% | Added |
| Summit Trail Advisors, LLC | 5,179 | $1.06M | 0.01% | +2,255+77.1% | Added |
| State of Wisconsin Investment Board | 5,106 | $1.05M | 0.00% | −23−0.4% | Reduced |
| GAMMA Investing LLC | 5,079 | $1.04M | 0.06% | +361+7.7% | Added |
| Numerai GP LLC | 5,028 | $1.03M | 0.15% | −51−1.0% | Reduced |
| Aquatic Capital Management LLC | 4,996 | $1.03M | 0.02% | −24,681−83.2% | Reduced |
| Federated Hermes, Inc. | 4,857 | $997.2K | 0.00% | −164−3.3% | Reduced |
| Custom Index Systems, LLC | 4,691 | $963.2K | 0.29% | +1,501+47.1% | Added |
| Commerce Bank | 4,630 | $950.6K | 0.01% | +300+6.9% | Added |
| Mercer Global Advisors Inc | 4,576 | $939.5K | 0.00% | +1,960+74.9% | Added |
| Sowell Financial Services LLC | 4,571 | $938.6K | 0.04% | +55+1.2% | Added |
| Crossmark Global Holdings, Inc. | 4,546 | $933.4K | 0.01% | −926−16.9% | Reduced |
| Bridges Investment Management Inc | 4,443 | $912.2K | 0.01% | −44−1.0% | Reduced |
| Ethic Inc. | 4,425 | $908.5K | 0.01% | −840−16.0% | Reduced |
| Integrated Investment Consultants, LLC | 4,314 | $885.8K | 0.15% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 4,312 | $885.3K | 0.10% | 00.0% | Unchanged |
| Walleye Capital LLC | 4,224 | $867.3K | 0.01% | +4,224 | New |
| Integrated Wealth Concepts LLC | 4,220 | $866.5K | 0.01% | −2,555−37.7% | Reduced |
| First Eagle Investment Management, LLC | 4,202 | $862.8K | 0.00% | −794−15.9% | Reduced |
| United Capital Financial Advisers, LLC | 4,113 | $844.5K | 0.01% | +4,113 | New |
| HRT Financial LP | 4,104 | $842.0K | 0.00% | +4,104 | New |
| Entropy Technologies, LP | 4,055 | $832.6K | 0.06% | −5,658−58.3% | Reduced |
| Securian Asset Management, Inc | 4,051 | $831.8K | 0.02% | −100−2.4% | Reduced |
| Ronald Blue Trust, Inc. | 4,044 | $830.2K | 0.01% | +260+6.9% | Added |
| Naples Global Advisors, LLC | 3,965 | $814.1K | 0.06% | −10−0.3% | Reduced |
| Hanlon Investment Management, Inc. | 3,876 | $795.8K | 0.48% | +179+4.8% | Added |
| SG Americas Securities, LLC | 3,860 | $793.0K | 0.00% | −28,091−87.9% | Reduced |
| Yorktown Management & Research Co Inc | 3,850 | $790.5K | 0.63% | 00.0% | Unchanged |
| Brookstone Capital Management | 3,828 | $786.0K | 0.01% | −18−0.5% | Reduced |
| CAPROCK Group, Inc. | 3,924 | $782.0K | 0.02% | +3,924 | New |
| Guggenheim Capital LLC | 3,767 | $773.4K | 0.01% | −31−0.8% | Reduced |
| Studio Investment Management LLC | 3,764 | $772.8K | 0.15% | −146−3.7% | Reduced |
| Clifford Group, LLC | 3,763 | $772.7K | 0.60% | −263−6.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 3,740 | $767.9K | 0.18% | −8−0.2% | Reduced |
| Brevan Howard Capital Management LP | 3,653 | $750.0K | 0.01% | −1,729−32.1% | Reduced |
| Janney Montgomery Scott LLC | 3,595 | $738.0K | 0.00% | −477−11.7% | Reduced |
| Alamea Verwaltungs GmbH | 3,593 | $737.7K | 0.50% | −4−0.1% | Reduced |
| State of Wyoming | 3,584 | $735.9K | 0.08% | −403−10.1% | Reduced |
| Keybank National Association | 3,573 | $733.6K | 0.00% | −101−2.7% | Reduced |
| Kestra Advisory Services, LLC | 3,490 | $716.5K | 0.00% | +135+4.0% | Added |
| Los Angeles Capital Management LLC | 3,332 | $684.1K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 3,300 | $677.6K | 0.00% | −2,300−41.1% | Reduced |
| Diversified Trust Co | 3,215 | $660.1K | 0.01% | +12+0.4% | Added |
| National Asset Management, Inc. | 3,173 | $651.5K | 0.03% | −207−6.1% | Reduced |
| Glenmede Investment Management, LP | 3,155 | $647.8K | 0.00% | +38+1.2% | Added |