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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 3,141 | $644.9K | 0.01% | +131+4.4% | Added |
| Dynasty Wealth Management, LLC | 3,109 | $638.3K | 0.01% | +201+6.9% | Added |
| D. E. Shaw & Co., Inc. | 3,094 | $635.3K | 0.00% | −1,859−37.5% | Reduced |
| First Bank & Trust | 3,054 | $627.0K | 0.11% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,937 | $603.0K | 0.01% | +133+4.7% | Added |
| Quantbot Technologies LP | 2,921 | $599.7K | 0.02% | −9,420−76.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 2,872 | $589.7K | 0.10% | −177−5.8% | Reduced |
| Baker Ellis Asset Management LLC | 2,869 | $589.1K | 0.07% | +2,869 | New |
| Snowden Capital Advisors LLC | 2,860 | $587.2K | 0.02% | −42−1.4% | Reduced |
| Utah Retirement Systems | 2,859 | $587.0K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 2,834 | $581.8K | 0.01% | +149+5.5% | Added |
| Union Bancaire Privee, UBP SA | 2,817 | $580.2K | 0.01% | +311+12.4% | Added |
| Harbor Investment Advisory, LLC | 2,704 | $555.2K | 0.05% | +2,654+5,308.0% | Added |
| Csenge Advisory Group | 2,698 | $553.9K | 0.03% | +2,698 | New |
| Maryland State Retirement & Pension System | 2,697 | $553.7K | 0.01% | +247+10.1% | Added |
| OneAscent Investment Solutions LLC | 2,696 | $553.5K | 0.59% | −187−6.5% | Reduced |
| Quadrant Capital Group LLC | 2,688 | $551.9K | 0.02% | +193+7.7% | Added |
| Vestmark Advisory Solutions, Inc. | 2,643 | $542.7K | 0.01% | −2,115−44.5% | Reduced |
| Cynosure Management, LLC | 2,544 | $522.3K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,527 | $518.8K | 0.02% | +128+5.3% | Added |
| Wealth Alliance | 2,512 | $515.7K | 0.05% | +40+1.6% | Added |
| Swiss Life Asset Management Ltd | 2,488 | $510.8K | 0.00% | +1,091+78.1% | Added |
| Aster Capital Management (DIFC) Ltd | 2,449 | $502.8K | 0.25% | −8,462−77.6% | Reduced |
| Private Advisor Group, LLC | 2,426 | $498.1K | 0.00% | +30+1.3% | Added |
| Steward Partners Investment Advisory, LLC | 2,386 | $489.9K | 0.00% | −121−4.8% | Reduced |
| Aviva PLC | 2,372 | $487.0K | 0.00% | −312−11.6% | Reduced |
| Wealthcare Capital Partners, LLC | 2,316 | $475.6K | 0.22% | +6+0.3% | Added |
| ProShare Advisors LLC | 2,313 | $474.9K | 0.00% | −72−3.0% | Reduced |
| Optimize Financial Inc | 2,290 | $470.2K | 0.24% | +2,290 | New |
| Cambridge Investment Research Advisors, Inc. | 2,288 | $470.0K | 0.00% | −1,336−36.9% | Reduced |
| Jane Street Group, LLC | 2,273 | $466.7K | 0.00% | −87,416−97.5% | Reduced |
| Vista Finance, LLC | 2,228 | $457.5K | 0.30% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2,213 | $454.2K | 0.04% | +2,213 | New |
| Commonwealth Equity Services, LLC | 2,173 | $446.0K | 0.00% | +379+21.1% | Added |
| Beacon Pointe Advisors, LLC | 2,143 | $440.0K | 0.00% | +2,143 | New |
| J2 Capital Management Inc | 2,138 | $439.0K | 0.33% | −177−7.6% | Reduced |
| Merit Financial Group, LLC | 2,113 | $433.9K | 0.00% | −235−10.0% | Reduced |
| Sterling Capital Management LLC | 2,100 | $431.2K | 0.01% | −158−7.0% | Reduced |
| Round Rock Advisors, LLC | 2,073 | $425.6K | 0.07% | +2,073 | New |
| Callan Family Office, LLC | 2,072 | $425.4K | 0.01% | −2,616−55.8% | Reduced |
| HighPoint Advisor Group LLC | 2,065 | $424.0K | 0.02% | −190−8.4% | Reduced |
| SRS Capital Advisors, Inc. | 1,992 | $409.0K | 0.01% | +1,931+3,165.6% | Added |
| Legacy Wealth Asset Management, LLC | 1,992 | $409.0K | 0.10% | +76+4.0% | Added |
| Shelton Capital Management | 1,924 | $395.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,915 | $393.2K | 0.00% | +1,915 | New |
| Rehmann Capital Advisory Group | 1,896 | $389.4K | 0.02% | +199+11.7% | Added |
| Evergreen Capital Management LLC | 1,893 | $388.7K | 0.01% | +1,893 | New |
| Alliance Wealth Advisors, LLC | 1,843 | $378.4K | 0.09% | −233−11.2% | Reduced |
| AE Wealth Management LLC | 1,842 | $378.0K | 0.00% | +163+9.7% | Added |
| Trajan Wealth LLC | 1,832 | $376.1K | 0.02% | −283−13.4% | Reduced |
| Anb Bank | 1,830 | $375.7K | 0.15% | −32−1.7% | Reduced |
| We Are One Seven, LLC | 1,828 | $375.3K | 0.01% | −64−3.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,806 | $370.8K | 0.01% | +23+1.3% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,787 | $366.9K | 0.14% | +327+22.4% | Added |
| Ci Investments Inc. | 1,773 | $364.0K | 0.00% | −205−10.4% | Reduced |
| Evoke Wealth, LLC | 1,724 | $354.0K | 0.01% | +15+0.9% | Added |
| Brown Miller Wealth Management, LLC | 1,720 | $353.1K | 0.10% | +163+10.5% | Added |
| SFMG, LLC | 1,716 | $352.3K | 0.02% | 00.0% | Unchanged |
| American Trust | 1,680 | $344.9K | 0.03% | −240−12.5% | Reduced |
| Bessemer Group Inc | 1,670 | $343.0K | 0.00% | +171+11.4% | Added |
| Hamilton Capital Partners Inc. | 1,668 | $342.5K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 1,644 | $337.5K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 1,634 | $335.5K | 0.13% | +41+2.6% | Added |
| IFP Advisors, Inc | 1,622 | $333.0K | 0.01% | −60−3.6% | Reduced |
| OneAscent Wealth Management LLC | 1,619 | $332.4K | 0.11% | +47+3.0% | Added |
| Serenus Wealth Advisors, LLC | 1,610 | $330.6K | 0.06% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 1,793 | $322.6K | 0.26% | −540−23.1% | Reduced |
| KBC Group NV | 1,557 | $320.0K | 0.00% | +170+12.3% | Added |
| NewEdge Wealth, LLC | 1,778 | $319.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,550 | $318.2K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,548 | $317.8K | 0.00% | −13,206−89.5% | Reduced |
| Martingale Asset Management L P | 1,533 | $314.8K | 0.01% | −710−31.7% | Reduced |
| Riverwater Partners LLC | 1,458 | $299.4K | 0.12% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 1,458 | $299.4K | 0.48% | +1,458 | New |
| FourThought Financial Partners, LLC | 1,453 | $298.3K | 0.03% | +1,453 | New |
| Nisa Investment Advisors, LLC | 1,443 | $296.3K | 0.00% | +10+0.7% | Added |
| Arkadios Wealth Advisors | 1,440 | $295.7K | 0.01% | +1,440 | New |
| Global Retirement Partners, LLC | 1,412 | $290.0K | 0.01% | +191+15.6% | Added |
| Scissortail Wealth Management, LLC | 1,406 | $288.7K | 0.06% | 00.0% | Unchanged |
| Umb Bank N A | 1,405 | $288.5K | 0.00% | +2+0.1% | Added |
| PFW Advisors LLC | 1,402 | $287.9K | 0.09% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,391 | $285.5K | 0.01% | +13+0.9% | Added |
| Okabena Investment Services Inc | 1,382 | $283.8K | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,381 | $283.5K | 0.01% | −2,084−60.1% | Reduced |
| Jefferies Financial Group Inc. | 1,378 | $282.9K | 0.00% | +111+8.8% | Added |
| Forum Financial Management, LP | 1,372 | $281.7K | 0.00% | +231+20.2% | Added |
| Infrastructure Capital Advisors, LLC | 1,572 | $281.5K | 0.03% | +1,572 | New |
| Covestor Ltd | 1,357 | $279.0K | 0.15% | +221+19.5% | Added |
| Voya Financial Advisors, Inc. | 1,324 | $273.0K | 0.03% | −329−19.9% | Reduced |
| Brown Brothers Harriman & Co | 1,308 | $268.6K | 0.00% | +504+62.7% | Added |
| Beirne Wealth Consulting Services, LLC | 1,305 | $268.2K | 0.06% | +1,305 | New |
| Sagespring Wealth Partners, LLC | 1,281 | $263.1K | 0.01% | +1,281 | New |
| Profund Advisors LLC | 1,270 | $260.8K | 0.01% | +24+1.9% | Added |
| denkapparat Operations GmbH | 1,270 | $260.8K | 0.17% | +1,270 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,263 | $259.3K | 0.01% | −31−2.4% | Reduced |
| Vise Technologies, Inc. | 1,234 | $253.4K | 0.01% | +121+10.9% | Added |
| Meeder Advisory Services, Inc. | 1,233 | $253.1K | 0.01% | +25+2.1% | Added |
| OneAscent Family Office, LLC | 1,228 | $252.1K | 0.21% | +35+2.9% | Added |
| Blair William & Co | 1,223 | $251.1K | 0.00% | +1,223 | New |
| Resources Investment Advisors, LLC. | 1,214 | $249.3K | 0.00% | −55−4.3% | Reduced |