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, Q4 2025
Institutional positions in Houlihan Lokey, Inc. as of Dec 31, 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
- 579
- +33 vs. Q3 2025
- Shares held
- 54.5M
- +1.61M (+3.1%) vs. Q3 2025
- Total value
- $9.30B
- −$1.32B (−12.4%) vs. Q3 2025
- New holders
- 106
- 174 more added
- Sold out
- 73
- 225 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,256,736 | $915.7M | 0.01% | −48,446−0.9% | Reduced |
| BlackRock, Inc. | 5,241,321 | $913.0M | 0.02% | −269,388−4.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,772,807 | $483.0M | 1.30% | −149,067−5.1% | Reduced |
| Earnest Partners LLC | 2,291,511 | $399.2M | 1.71% | −129,622−5.4% | Reduced |
| Royal Bank of Canada | 1,703,369 | $296.7M | 0.05% | +1,334,769+362.1% | Added |
| State Street Corp | 1,703,295 | $296.7M | 0.01% | −11,708−0.7% | Reduced |
| Geode Capital Management, LLC | 1,418,549 | $247.1M | 0.02% | +84,757+6.4% | Added |
| Wellington Management Group LLP | 1,283,813 | $223.6M | 0.04% | −88,890−6.5% | Reduced |
| Bank of Montreal | 1,199,459 | $208.9M | 0.09% | +1,156,973+2,723.2% | Added |
| FMR LLC | 1,125,462 | $196.0M | 0.01% | −309,477−21.6% | Reduced |
| Bamco Inc | 1,123,951 | $195.8M | 0.53% | −6,239−0.6% | Reduced |
| Capital Research Global Investors | 962,263 | $167.6M | 0.03% | +5,822+0.6% | Added |
| Bank of America Corp | 953,840 | $166.1M | 0.01% | −46,340−4.6% | Reduced |
| Raymond James Financial Inc | 796,361 | $139.8M | 0.04% | −45,588−5.4% | Reduced |
| Invesco Ltd. | 760,961 | $132.6M | 0.01% | −66,564−8.0% | Reduced |
| Thrivent Financial for Lutherans | 708,847 | $123.5M | 0.22% | −4,647−0.7% | Reduced |
| Fiduciary Management Inc | 697,293 | $121.5M | 1.34% | −50,539−6.8% | Reduced |
| SEI Investments Co | 688,906 | $120.0M | 0.12% | −29,046−4.0% | Reduced |
| Norges Bank | 662,940 | $115.5M | 0.01% | +662,940 | New |
| Neuberger Berman Group LLC | 628,778 | $109.5M | 0.08% | −36,958−5.6% | Reduced |
| Jennison Associates LLC | 587,767 | $102.4M | 0.06% | −1,326−0.2% | Reduced |
| Clearbridge Investments, LLC | 568,883 | $99.1M | 0.08% | −3,880−0.7% | Reduced |
| Morgan Stanley | 550,308 | $95.9M | 0.01% | −8,976−1.6% | Reduced |
| Goldman Sachs Group Inc | 544,862 | $94.9M | 0.01% | +92,453+20.4% | Added |
| Dimensional Fund Advisors LP | 535,337 | $93.3M | 0.02% | +13,445+2.6% | Added |
| T. Rowe Price Investment Management, Inc. | 533,456 | $92.9M | 0.06% | −269,687−33.6% | Reduced |
| Westfield Capital Management Co LP | 520,002 | $90.6M | 0.38% | +113,696+28.0% | Added |
| Northern Trust Corp | 509,671 | $88.8M | 0.01% | −26,817−5.0% | Reduced |
| Champlain Investment Partners, LLC | 459,100 | $80.0M | 0.81% | −52,181−10.2% | Reduced |
| Bank of New York Mellon Corp | 424,253 | $73.9M | 0.01% | −64,052−13.1% | Reduced |
| Charles Schwab Investment Management Inc | 422,344 | $73.6M | 0.01% | +4,801+1.1% | Added |
| First Trust Advisors LP | 408,038 | $71.1M | 0.05% | +14,929+3.8% | Added |
| Wells Fargo & Company | 393,901 | $68.6M | 0.01% | −14,433−3.5% | Reduced |
| Nomura Asset Management International Inc. | 386,908 | $67.4M | 0.10% | +386,908 | New |
| AQR Capital Management LLC | 379,478 | $66.1M | 0.03% | +145,454+62.2% | Added |
| Van Berkom & Associates Inc. | 377,378 | $65.7M | 1.90% | +686+0.2% | Added |
| GW&K Investment Management, LLC | 356,255 | $62.1M | 0.54% | +13,614+4.0% | Added |
| Fiera Capital Corp | 352,579 | $61.4M | 0.19% | +86,764+32.6% | Added |
| Alliancebernstein L.P. | 352,138 | $61.3M | 0.02% | −108,527−23.6% | Reduced |
| Envestnet Asset Management Inc | 343,414 | $59.8M | 0.02% | −62,476−15.4% | Reduced |
| Natixis Advisors, L.P. | 325,664 | $56.7M | 0.08% | +290+0.1% | Added |
| Handelsbanken Fonder AB | 313,458 | $54.6M | 0.16% | −85,000−21.3% | Reduced |
| Capital International Investors | 313,232 | $54.6M | 0.01% | −257,672−45.1% | Reduced |
| Ancora Advisors, LLC | 280,261 | $48.8M | 1.01% | +3,433+1.2% | Added |
| Congress Asset Management Co | 266,656 | $46.4M | 0.33% | −108,644−28.9% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 257,463 | $44.8M | 2.14% | −2,733−1.1% | Reduced |
| Franklin Resources Inc | 239,674 | $41.7M | 0.01% | −26,853−10.1% | Reduced |
| UBS Group AG | 237,228 | $41.3M | 0.01% | −45,523−16.1% | Reduced |
| Argent Capital Management LLC | 236,095 | $41.1M | 1.17% | −5,617−2.3% | Reduced |
| Eventide Asset Management, LLC | 234,404 | $40.9M | 0.64% | +14,356+6.5% | Added |
| Caisse de Depot Et Placement du Quebec | 234,047 | $40.8M | 0.07% | +63,430+37.2% | Added |
| Schroder Investment Management Group | 225,385 | $39.6M | 0.03% | −17,722−7.3% | Reduced |
| HighTower Advisors, LLC | 222,857 | $38.8M | 0.04% | −24,928−10.1% | Reduced |
| Barlow Wealth Partners, Inc. | 204,387 | $37.2M | 4.01% | +1,254+0.6% | Added |
| Ameriprise Financial Inc | 201,864 | $35.2M | 0.01% | +97,251+93.0% | Added |
| Renaissance Group LLC | 185,020 | $32.2M | 1.29% | −1,162−0.6% | Reduced |
| Qube Research & Technologies Ltd | 174,016 | $30.3M | 0.04% | −34,497−16.5% | Reduced |
| Flputnam Investment Management Co | 171,246 | $29.8M | 0.43% | +4,250+2.5% | Added |
| Janus Henderson Group PLC | 162,168 | $28.3M | 0.01% | +46,135+39.8% | Added |
| Price T Rowe Associates Inc | 160,825 | $28.0M | 0.00% | −168,623−51.2% | Reduced |
| JPMorgan Chase & Co | 158,530 | $27.6M | 0.00% | −16,165−9.3% | Reduced |
| Rhumbline Advisers | 157,343 | $27.4M | 0.02% | +1,884+1.2% | Added |
| UBS Asset Management Americas Inc | 153,662 | $26.8M | 0.01% | +8,527+5.9% | Added |
| D. E. Shaw & Co., Inc. | 148,240 | $25.8M | 0.02% | +145,146+4,691.2% | Added |
| Public Employees Retirement Association of Colorado | 146,251 | $25.5M | 0.09% | 00.0% | Unchanged |
| Brown Advisory Inc | 140,942 | $24.6M | 0.03% | −19,828−12.3% | Reduced |
| Tudor Investment Corp Et Al | 126,977 | $22.1M | 0.12% | +105,797+499.5% | Added |
| Fenimore Asset Management Inc | 123,672 | $21.5M | 0.45% | +17,199+16.2% | Added |
| Barclays PLC | 122,900 | $21.4M | 0.01% | −106,175−46.3% | Reduced |
| GHP Investment Advisors, Inc. | 118,845 | $20.7M | 0.85% | −140−0.1% | Reduced |
| Nuveen, LLC | 118,820 | $20.7M | 0.01% | +3,327+2.9% | Added |
| Principal Financial Group Inc | 117,096 | $20.4M | 0.01% | −3,507−2.9% | Reduced |
| LPL Financial LLC | 115,453 | $20.1M | 0.01% | +10,205+9.7% | Added |
| Point72 Asset Management, L.P. | 115,238 | $20.1M | 0.03% | +115,238 | New |
| Walleye Capital LLC | 115,148 | $20.1M | 0.11% | +110,924+2,626.0% | Added |
| Millennium Management LLC | 108,927 | $19.0M | 0.01% | +15,446+16.5% | Added |
| Swiss National Bank | 107,236 | $18.7M | 0.01% | +3,000+2.9% | Added |
| California Public Employees Retirement System | 103,943 | $18.1M | 0.01% | +3,229+3.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 99,580 | $17.3M | 0.04% | −68,970−40.9% | Reduced |
| Montanaro Asset Management Ltd | 97,650 | $17.0M | 4.74% | +8,650+9.7% | Added |
| New York State Common Retirement Fund | 95,225 | $16.6M | 0.02% | −44,315−31.8% | Reduced |
| Alps Advisors Inc | 92,789 | $16.2M | 0.09% | −4,850−5.0% | Reduced |
| Citigroup Inc | 88,080 | $15.3M | 0.01% | −20,977−19.2% | Reduced |
| Segall Bryant & Hamill, LLC | 87,982 | $15.3M | 0.21% | +3,955+4.7% | Added |
| ArrowMark Colorado Holdings LLC | 86,601 | $15.1M | 0.33% | +86,601 | New |
| Legal & General Group Plc | 86,209 | $15.0M | 0.00% | −19,736−18.6% | Reduced |
| Interval Partners, LP | 84,954 | $14.8M | 0.35% | +84,954 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 78,842 | $13.7M | 0.02% | +78,456+20,325.4% | Added |
| Jain Global LLC | 76,453 | $13.3M | 0.13% | +76,453 | New |
| Whittier Trust Co | 70,928 | $13.1M | 0.14% | −124−0.2% | Reduced |
| Russell Investments Group, Ltd. | 74,633 | $13.0M | 0.01% | +2,819+3.9% | Added |
| StonePine Asset Management Inc. | 74,495 | $13.0M | 0.08% | 00.0% | Unchanged |
| Stifel Financial Corp | 73,033 | $12.7M | 0.01% | −8,168−10.1% | Reduced |
| Atwood & Palmer Inc | 69,960 | $12.2M | 0.69% | +69,960 | New |
| Citadel Advisors LLC | 67,083 | $11.7M | 0.01% | −5,182−7.2% | Reduced |
| Aptus Capital Advisors, LLC | 65,889 | $11.5M | 0.10% | +286+0.4% | Added |
| Retirement Systems of Alabama | 65,426 | $11.4M | 0.04% | −309−0.5% | Reduced |
| Wealth High Governance Asset Management Ltda. | 61,026 | $10.6M | 1.90% | +61,026 | New |
| Jane Street Group, LLC | 57,521 | $10.0M | 0.01% | +55,248+2,430.6% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 52,129 | $9.90M | 2.46% | −1,978−3.7% | Reduced |