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 |
|---|---|---|---|---|---|
| Millstone Evans Group, LLC | 46 | $9.45K | 0.01% | +46 | New |
| Morse Asset Management, Inc | 45 | $9.24K | 0.00% | +41+1,025.0% | Added |
| Main Street Group, LTD | 45 | $9.24K | 0.00% | +45 | New |
| Asset Dedication, LLC | 44 | $9.04K | 0.00% | +44 | New |
| Farmers & Merchants Investments Inc | 44 | $9.03K | 0.00% | +2+4.8% | Added |
| SBI Securities Co., Ltd. | 42 | $8.62K | 0.00% | −2−4.5% | Reduced |
| Westend Capital Management, LLC | 41 | $8.42K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 40 | $8.21K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 40 | $8.06K | 0.00% | +40 | New |
| TD Capital Management LLC | 35 | $7.28K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 35 | $7.19K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 34 | $6.98K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 30 | $6.16K | 0.00% | −88−74.6% | Reduced |
| North Star Investment Management Corp. | 29 | $6.03K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 29 | $5.95K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 26 | $5.35K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 26 | $5.34K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 26 | $5.34K | 0.00% | +26 | New |
| Bellevue Asset Management, LLC | 24 | $4.93K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 21 | $4.31K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 19 | $3.90K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 18 | $3.70K | 0.00% | +18 | New |
| Marquette Asset Management, LLC | 15 | $3.08K | 0.00% | +15 | New |
| True Wealth Design, LLC | 14 | $2.88K | 0.00% | +3+27.3% | Added |
| JPL Wealth Management, LLC | 14 | $2.88K | 0.00% | +14 | New |
| Hollencrest Capital Management | 14 | $2.87K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 13 | $2.67K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $2.59K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 10 | $2.05K | 0.00% | −1,180−99.2% | Reduced |
| Cloud Capital Management, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Cromwell Holdings LLC | 8 | $1.64K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 7 | $1.44K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 6 | $1.23K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $1.09K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 5 | $1.03K | 0.00% | +3+150.0% | Added |
| Binnacle Investments Inc | 5 | $1.03K | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 4 | $822 | 0.00% | +1+33.3% | Added |
| Bare Financial Services, Inc | 4 | $821 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $821 | 0.00% | +1+33.3% | Added |
| Sachetta, LLC | 3 | $616 | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 3 | $616 | 0.00% | +3 | New |
| Breakwater Investment Management | 3 | $616 | 0.00% | +3 | New |
| Turning Point Benefit Group, Inc. | 3 | $602 | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 2 | $411 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $206 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $206 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $205 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 1 | $205 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $14 | 0.00% | −3−100.0% | Reduced |
| Avion Wealth | 4 | $0 | 0.00% | +2+100.0% | Added |
| 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 |