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 |
|---|---|---|---|---|---|
| Eurizon Capital SGR S.p.A. | 190 | $33.4K | 0.00% | +190 | New |
| UMA Financial Services, Inc. | 207 | $36.1K | 0.01% | −5−2.4% | Reduced |
| Quest Partners LLC | 208 | $36.2K | 0.00% | −186−47.2% | Reduced |
| Cornerstone Planning Group LLC | 202 | $36.5K | 0.01% | +1+0.5% | Added |
| CBIZ Investment Advisory Services, LLC | 215 | $37.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 217 | $37.8K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 232 | $40.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 235 | $40.9K | 0.01% | +235 | New |
| SRS Capital Advisors, Inc. | 263 | $45.8K | 0.00% | −1,729−86.8% | Reduced |
| Parkside Financial Bank & Trust | 268 | $46.7K | 0.00% | −40−13.0% | Reduced |
| CIBC Private Wealth Group, LLC | 277 | $48.3K | 0.00% | +177+177.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 334 | $58.2K | 0.02% | +334 | New |
| Emerald Advisers, LLC | 345 | $60.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 360 | $62.7K | 0.00% | −107−22.9% | Reduced |
| Versant Capital Management, Inc | 378 | $65.8K | 0.01% | +2+0.5% | Added |
| Cullen/Frost Bankers, Inc. | 400 | $69.7K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 450 | $78.4K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 518 | $90.2K | 0.01% | +518 | New |
| Wellington Grp LLC | 530 | $92.3K | 0.03% | +530 | New |
| Park Place Capital Corp | 556 | $96.8K | 0.02% | +9+1.6% | Added |
| Signaturefd, LLC | 605 | $105.4K | 0.00% | −54−8.2% | Reduced |
| Stephenson National Bank & Trust | 626 | $109.0K | 0.03% | −487−43.8% | Reduced |
| MAI Capital Management | 765 | $133.3K | 0.00% | +52+7.3% | Added |
| Bayforest Capital Ltd | 792 | $138.0K | 0.10% | −103−11.5% | Reduced |
| Brown Brothers Harriman & Co | 816 | $142.1K | 0.00% | −492−37.6% | Reduced |
| Allworth Financial LP | 855 | $148.9K | 0.00% | −150−14.9% | Reduced |
| AlphaCentric Advisors LLC | 863 | $150.3K | 0.15% | +863 | New |
| AdvisorNet Financial, Inc | 875 | $152.4K | 0.01% | +17+2.0% | Added |
| Aster Capital Management (DIFC) Ltd | 960 | $167.2K | 0.07% | −1,489−60.8% | Reduced |
| Sankala Group LLC | 1,034 | $169.4K | 0.14% | +1,034 | New |
| Caitong International Asset Management Co., Ltd | 983 | $171.2K | 0.04% | +983 | New |
| Parallel Advisors, LLC | 995 | $173.3K | 0.00% | +10+1.0% | Added |
| Smartleaf Asset Management LLC | 1,119 | $196.8K | 0.01% | −56−4.8% | Reduced |
| Horizon Investments, LLC | 1,133 | $197.4K | 0.00% | −27,453−96.0% | Reduced |
| Huntington National Bank | 1,156 | $201.4K | 0.00% | +60+5.5% | Added |
| Profund Advisors LLC | 1,165 | $202.9K | 0.01% | −105−8.3% | Reduced |
| Equitable Holdings, Inc. | 1,169 | $203.6K | 0.00% | +1,169 | New |
| Fourth Dimension Wealth, LLC | 1,175 | $204.6K | 0.07% | −23−1.9% | Reduced |
| Johnson Investment Counsel Inc | 1,191 | $207.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,189 | $208.0K | 0.00% | −481−28.8% | Reduced |
| OneAscent Financial Services LLC | 1,195 | $208.2K | 0.02% | +1,195 | New |
| Bannerstone Capital Management, LLC | 1,197 | $208.4K | 0.20% | +1,197 | New |
| Resources Investment Advisors, LLC. | 1,200 | $209.1K | 0.00% | −14−1.2% | Reduced |
| Sagespring Wealth Partners, LLC | 1,200 | $209.1K | 0.00% | −81−6.3% | Reduced |
| Independent Advisor Alliance | 1,220 | $212.5K | 0.01% | +43+3.7% | Added |
| OneAscent Family Office, LLC | 1,223 | $213.0K | 0.14% | −5−0.4% | Reduced |
| Martingale Asset Management L P | 1,223 | $213.0K | 0.01% | −310−20.2% | Reduced |
| Meeder Advisory Services, Inc. | 1,250 | $217.7K | 0.01% | +17+1.4% | Added |
| Blair William & Co | 1,260 | $219.5K | 0.00% | +37+3.0% | Added |
| Voya Financial Advisors, Inc. | 1,237 | $219.5K | 0.02% | −87−6.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,263 | $220.0K | 0.01% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 1,270 | $221.2K | 0.12% | 00.0% | Unchanged |
| PFW Advisors LLC | 1,283 | $223.5K | 0.07% | −119−8.5% | Reduced |
| Evergreen Capital Management LLC | 1,288 | $224.4K | 0.01% | −605−32.0% | Reduced |
| National Bank of Canada | 1,292 | $224.9K | 0.00% | +1,292 | New |
| Blueshift Asset Management, LLC | 1,294 | $225.4K | 0.07% | +1,294 | New |
| Covestor Ltd | 1,305 | $227.0K | 0.12% | −52−3.8% | Reduced |
| Jefferies Financial Group Inc. | 1,317 | $229.4K | 0.00% | −61−4.4% | Reduced |
| OneAscent Wealth Management LLC | 1,323 | $230.5K | 0.08% | −296−18.3% | Reduced |
| Clearstead Advisors, LLC | 1,343 | $233.9K | 0.00% | +945+237.4% | Added |
| Diversify Wealth Management, LLC | 1,297 | $234.2K | 0.01% | +12+0.9% | Added |
| Merit Financial Group, LLC | 1,347 | $234.7K | 0.00% | −766−36.3% | Reduced |
| Forum Financial Management, LP | 1,352 | $235.5K | 0.00% | −20−1.5% | Reduced |
| Okabena Investment Services Inc | 1,382 | $240.7K | 0.05% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,207 | $243.7K | 0.00% | +126+11.7% | Added |
| 111 Capital | 1,402 | $244.2K | 0.05% | +1,402 | New |
| Journey Retirement Planning & Investment Management LLC | 1,413 | $246.4K | 0.05% | +1,413 | New |
| FourThought Financial Partners, LLC | 1,418 | $247.1K | 0.02% | −35−2.4% | Reduced |
| Nisa Investment Advisors, LLC | 1,447 | $252.1K | 0.00% | +4+0.3% | Added |
| Riverwater Partners LLC | 1,460 | $254.3K | 0.10% | +2+0.1% | Added |
| Warren Averett Asset Management, LLC | 1,467 | $255.5K | 0.00% | +1,467 | New |
| Allspring Global Investments Holdings, LLC | 1,407 | $258.4K | 0.00% | +1,407 | New |
| Two Sigma Securities, LLC | 1,490 | $259.5K | 0.04% | +1,490 | New |
| HB Wealth Management, LLC | 1,494 | $260.2K | 0.00% | +327+28.0% | Added |
| Marex Group plc | 1,502 | $261.6K | 0.00% | +1,502 | New |
| Intech Investment Management LLC | 1,520 | $264.8K | 0.00% | −8,498−84.8% | Reduced |
| Ausdal Financial Partners, Inc. | 1,529 | $266.4K | 0.01% | +463+43.4% | Added |
| Ritholtz Wealth Management | 1,548 | $269.6K | 0.00% | +157+11.3% | Added |
| Fifth Third Wealth Advisors LLC | 1,553 | $270.5K | 0.01% | +3+0.2% | Added |
| KBC Group NV | 1,557 | $271.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,563 | $272.3K | 0.01% | −161−9.3% | Reduced |
| Advyzon Investment Management, LLC | 1,569 | $273.3K | 0.03% | +510+48.2% | Added |
| Infrastructure Capital Advisors, LLC | 1,572 | $273.8K | 0.03% | 00.0% | Unchanged |
| Serenus Wealth Advisors, LLC | 1,610 | $280.4K | 0.05% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,608 | $285.2K | 0.01% | +1,608 | New |
| Arkadios Wealth Advisors | 1,643 | $286.1K | 0.01% | +203+14.1% | Added |
| CIBC Asset Management Inc | 1,644 | $286.4K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,644 | $286.4K | 0.00% | +1,644 | New |
| Fedenia Advisers LLC | 1,651 | $287.6K | 0.11% | +17+1.0% | Added |
| Vestmark Advisory Solutions, Inc. | 1,661 | $289.4K | 0.00% | −982−37.2% | Reduced |
| AlTi Global, Inc. | 1,677 | $292.1K | 0.01% | +1,677 | New |
| IFP Advisors, Inc | 1,694 | $295.1K | 0.01% | +72+4.4% | Added |
| SFMG, LLC | 1,716 | $298.9K | 0.02% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,730 | $301.3K | 0.01% | +62+3.7% | Added |
| Trajan Wealth LLC | 1,738 | $302.7K | 0.01% | −94−5.1% | Reduced |
| Global Retirement Partners, LLC | 1,741 | $303.3K | 0.01% | +329+23.3% | Added |
| Legato Capital Management LLC | 1,750 | $304.8K | 0.03% | +1,750 | New |
| Axxcess Wealth Management, LLC | 1,761 | $306.7K | 0.01% | −1,176−40.0% | Reduced |
| Brown Miller Wealth Management, LLC | 1,761 | $306.7K | 0.08% | +41+2.4% | Added |
| Cassaday & Co Wealth Management LLC | 1,770 | $308.3K | 0.01% | −36−2.0% | Reduced |