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 |
|---|---|---|---|---|---|
| Impact Capital Partners LLC | 1,203 | $247.0K | 0.07% | −18−1.5% | Reduced |
| Fourth Dimension Wealth, LLC | 1,198 | $245.9K | 0.09% | +300+33.4% | Added |
| Johnson Investment Counsel Inc | 1,191 | $244.5K | 0.00% | +15+1.3% | Added |
| Strategy Asset Managers LLC | 1,189 | $244.1K | 0.04% | −47−3.8% | Reduced |
| Kingsview Wealth Management, LLC | 1,183 | $242.9K | 0.00% | +1,183 | New |
| Smartleaf Asset Management LLC | 1,175 | $242.3K | 0.01% | +103+9.6% | Added |
| Independent Advisor Alliance | 1,177 | $241.7K | 0.01% | +36+3.2% | Added |
| Verition Fund Management LLC | 1,173 | $240.8K | 0.00% | −7,651−86.7% | Reduced |
| HB Wealth Management, LLC | 1,167 | $239.6K | 0.00% | +1,167 | New |
| Moloney Securities Asset Management, LLC | 1,150 | $236.1K | 0.03% | −20−1.7% | Reduced |
| Motley Fool Asset Management LLC | 1,146 | $235.3K | 0.01% | +16+1.4% | Added |
| Moody Aldrich Partners LLC | 1,144 | $234.9K | 0.04% | +1,144 | New |
| RSM US Wealth Management LLC | 1,142 | $234.4K | 0.00% | +1,142 | New |
| Diversify Wealth Management, LLC | 1,285 | $228.8K | 0.01% | −297−18.8% | Reduced |
| Stephenson National Bank & Trust | 1,113 | $228.5K | 0.07% | +34+3.2% | Added |
| Coastal Bridge Advisors, LLC | 1,110 | $227.9K | 0.02% | +1,110 | New |
| Principal Securities, Inc. | 1,107 | $227.3K | 0.00% | −5−0.4% | Reduced |
| Woodward Diversified Capital, LLC | 1,100 | $225.9K | 0.11% | +1,100 | New |
| Huntington National Bank | 1,096 | $225.0K | 0.00% | +36+3.4% | Added |
| Lido Advisors, LLC | 1,081 | $222.0K | 0.00% | +1,081 | New |
| LBMC Investment Advisors, LLC | 1,068 | $219.3K | 0.01% | +1,068 | New |
| Ausdal Financial Partners, Inc. | 1,066 | $218.9K | 0.01% | +1,066 | New |
| Advyzon Investment Management, LLC | 1,059 | $217.4K | 0.04% | +1,059 | New |
| Buckingham Strategic Partners | 1,113 | $213.4K | 0.00% | +1,113 | New |
| TownSquare Capital, LLC | 1,032 | $211.9K | 0.03% | −3,140−75.3% | Reduced |
| Harvest Investment Services, LLC | 1,032 | $211.9K | 0.04% | −107−9.4% | Reduced |
| FLC Capital Advisors | 1,031 | $211.7K | 0.04% | +1,031 | New |
| Coldstream Capital Management Inc | 1,011 | $207.6K | 0.00% | +1,011 | New |
| Premier Fund Managers Ltd | 1,003 | $207.0K | 0.01% | +1,003 | New |
| Allworth Financial LP | 1,005 | $206.3K | 0.00% | +118+13.3% | Added |
| Parallel Advisors, LLC | 985 | $202.2K | 0.00% | +192+24.2% | Added |
| Mount Yale Investment Advisors, LLC | 982 | $201.6K | 0.01% | −820−45.5% | Reduced |
| Synergy Financial Group, LTD | 975 | $200.2K | 0.13% | +975 | New |
| Northwestern Mutual Wealth Management Co | 956 | $196.3K | 0.00% | +70+7.9% | Added |
| Bayforest Capital Ltd | 895 | $183.8K | 0.09% | −4,293−82.7% | Reduced |
| AdvisorNet Financial, Inc | 858 | $176.2K | 0.01% | −42−4.7% | Reduced |
| Walleye Trading LLC | 753 | $154.6K | 0.00% | −4,530−85.7% | Reduced |
| MAI Capital Management | 713 | $146.4K | 0.00% | +345+93.8% | Added |
| Signaturefd, LLC | 659 | $135.3K | 0.00% | +85+14.8% | Added |
| Virtus ETF Advisers LLC | 650 | $133.5K | 0.07% | +650 | New |
| Mather Group, LLC. | 624 | $128.1K | 0.00% | +624 | New |
| Park Place Capital Corp | 547 | $112.3K | 0.02% | −187−25.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 500 | $103.0K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 481 | $98.7K | 0.00% | +481 | New |
| Farther Finance Advisors, LLC | 467 | $95.9K | 0.00% | +66+16.5% | Added |
| Anchor Investment Management, LLC | 450 | $92.4K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 400 | $82.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 400 | $82.1K | 0.00% | +356+809.1% | Added |
| Clearstead Advisors, LLC | 398 | $81.7K | 0.00% | −2,632−86.9% | Reduced |
| Quest Partners LLC | 394 | $80.9K | 0.01% | −1,463−78.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 386 | $79.0K | 0.00% | −7−1.8% | Reduced |
| Versant Capital Management, Inc | 376 | $77.2K | 0.01% | −30−7.4% | Reduced |
| Ameriflex Group, Inc. | 362 | $74.3K | 0.03% | +230+174.2% | Added |
| Emerald Advisers, LLC | 345 | $70.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 325 | $66.7K | 0.00% | +324+32,400.0% | Added |
| Parkside Financial Bank & Trust | 308 | $63.2K | 0.00% | +178+136.9% | Added |
| TCTC Holdings, LLC | 232 | $47.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 217 | $44.6K | 0.00% | −23−9.6% | Reduced |
| CBIZ Investment Advisory Services, LLC | 215 | $44.1K | 0.00% | −1−0.5% | Reduced |
| UMA Financial Services, Inc. | 212 | $43.5K | 0.01% | +12+6.0% | Added |
| Cornerstone Planning Group LLC | 201 | $40.1K | 0.01% | +129+179.2% | Added |
| Trust Co of Toledo NA | 191 | $39.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 170 | $34.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 169 | $34.7K | 0.00% | −44−20.7% | Reduced |
| Ameliora Wealth Management Ltd. | 169 | $34.7K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 181 | $31.5K | 0.02% | −94−34.2% | Reduced |
| Root Financial Partners, LLC | 151 | $31.0K | 0.00% | +151 | New |
| Westside Investment Management, Inc. | 148 | $29.7K | 0.00% | +58+64.4% | Added |
| FWL Investment Management, LLC | 138 | $28.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 136 | $27.9K | 0.00% | +1+0.7% | Added |
| Painted Porch Advisors LLC | 131 | $26.9K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 127 | $26.1K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 117 | $24.0K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 116 | $23.8K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 115 | $23.5K | 0.01% | +1+0.9% | Added |
| Financial Network Wealth Advisors LLC | 113 | $23.2K | 0.03% | +75+197.4% | Added |
| Optiver Holding B.V. | 112 | $23.0K | 0.00% | −64−36.4% | Reduced |
| Fortitude Family Office, LLC | 109 | $22.4K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 105 | $22.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 104 | $21.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 102 | $20.9K | 0.00% | +102 | New |
| Danske Bank A/S | 100 | $20.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 100 | $20.5K | 0.00% | +79+376.2% | Added |
| Clayton Financial Group LLC | 98 | $20.1K | 0.01% | +98 | New |
| Washington Trust Advisors, Inc. | 91 | $18.7K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 90 | $18.5K | 0.01% | +80+800.0% | Added |
| Bell Investment Advisors, Inc | 88 | $18.1K | 0.00% | −7−7.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78 | $16.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 78 | $16.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 75 | $15.4K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 73 | $15.0K | 0.01% | +14+23.7% | Added |
| Bogart Wealth, LLC | 72 | $14.8K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 71 | $14.0K | 0.00% | +7+10.9% | Added |
| Westfuller Advisors, LLC | 66 | $13.6K | 0.01% | +66 | New |
| Key Financial Inc | 67 | $13.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 59 | $12.1K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 56 | $11.5K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 50 | $10.3K | 0.00% | +50 | New |
| Simplex Trading, LLC | 49 | $10.0K | 0.00% | +49 | New |
| First Pacific Financial | 47 | $9.66K | 0.00% | 00.0% | Unchanged |