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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 1,775 | $309.1K | 0.00% | −4,367−71.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,775 | $309.2K | 0.00% | +819+85.7% | Added |
| NewEdge Wealth, LLC | 1,780 | $310.1K | 0.00% | +2+0.1% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,787 | $311.3K | 0.11% | 00.0% | Unchanged |
| Anb Bank | 1,807 | $314.8K | 0.12% | −23−1.3% | Reduced |
| Shelton Capital Management | 1,813 | $315.8K | 0.01% | −111−5.8% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 1,817 | $316.5K | 0.01% | +1,817 | New |
| Commonwealth Equity Services, LLC | 1,859 | $323.8K | 0.00% | −314−14.5% | Reduced |
| Boothbay Fund Management, LLC | 1,859 | $323.8K | 0.01% | +1,859 | New |
| Rehmann Capital Advisory Group | 1,868 | $326.8K | 0.02% | −28−1.5% | Reduced |
| AE Wealth Management LLC | 1,898 | $330.6K | 0.00% | +56+3.0% | Added |
| Index Technologies Group LLC | 1,898 | $330.6K | 0.35% | +1,898 | New |
| North Dakota State Investment Board | 1,914 | $333.4K | 0.01% | +1,914 | New |
| Vise Technologies, Inc. | 1,919 | $334.3K | 0.01% | +685+55.5% | Added |
| Concurrent Investment Advisors, LLC | 1,927 | $335.7K | 0.00% | +1,927 | New |
| Argos Wealth Advisors, LLC | 1,930 | $336.2K | 0.10% | +1,930 | New |
| We Are One Seven, LLC | 1,964 | $342.1K | 0.01% | +136+7.4% | Added |
| Glenmede Trust Co NA | 2,029 | $353.4K | 0.00% | +2,029 | New |
| Legacy Wealth Asset Management, LLC | 2,040 | $355.3K | 0.09% | +48+2.4% | Added |
| Picton Mahoney Asset Management | 2,049 | $356.9K | 0.00% | +2,049 | New |
| Beacon Pointe Advisors, LLC | 2,054 | $357.8K | 0.00% | −89−4.2% | Reduced |
| HighPoint Advisor Group LLC | 2,062 | $359.2K | 0.01% | −3−0.1% | Reduced |
| Round Rock Advisors, LLC | 2,073 | $361.1K | 0.05% | 00.0% | Unchanged |
| Umb Bank N A | 2,073 | $361.1K | 0.00% | +668+47.5% | Added |
| Vista Finance, LLC | 2,123 | $369.8K | 0.25% | −105−4.7% | Reduced |
| Sterling Capital Management LLC | 2,128 | $370.7K | 0.01% | +28+1.3% | Added |
| MQS Management LLC | 2,185 | $380.6K | 0.22% | +2,185 | New |
| ProShare Advisors LLC | 2,187 | $381.0K | 0.00% | −126−5.4% | Reduced |
| Two Sigma Advisers, LP | 2,200 | $383.2K | 0.00% | −1,100−33.3% | Reduced |
| Quadrant Capital Group LLC | 2,210 | $385.0K | 0.01% | −478−17.8% | Reduced |
| Benjamin Edwards Inc | 2,219 | $386.5K | 0.00% | +304+15.9% | Added |
| Private Advisor Group, LLC | 2,241 | $390.4K | 0.00% | −185−7.6% | Reduced |
| Freestone Grove Partners LP | 2,274 | $396.1K | 0.00% | +2,274 | New |
| Cynosure Management, LLC | 2,278 | $396.8K | 0.04% | −266−10.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,303 | $401.0K | 0.00% | +15+0.7% | Added |
| Optimize Financial Inc | 2,322 | $404.5K | 0.20% | +32+1.4% | Added |
| Wealthcare Capital Partners, LLC | 2,324 | $404.8K | 0.19% | +8+0.3% | Added |
| McGuire Capital Advisors Inc | 2,330 | $405.9K | 0.26% | +2,330 | New |
| Steward Partners Investment Advisory, LLC | 2,357 | $410.5K | 0.00% | −29−1.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,478 | $431.7K | 0.02% | −49−1.9% | Reduced |
| Baker Ellis Asset Management LLC | 2,500 | $435.5K | 0.05% | −369−12.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 2,503 | $436.0K | 0.07% | −369−12.8% | Reduced |
| Wealth Alliance | 2,595 | $452.1K | 0.04% | +83+3.3% | Added |
| Integrated Quantitative Investments LLC | 2,650 | $461.6K | 0.10% | +2,650 | New |
| Vident Advisory, LLC | 2,676 | $466.3K | 0.00% | −158−5.6% | Reduced |
| Maryland State Retirement & Pension System | 2,697 | $469.8K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,732 | $475.9K | 0.01% | −128−4.5% | Reduced |
| Engineers Gate Manager LP | 2,737 | $476.8K | 0.01% | +1,189+76.8% | Added |
| CAPROCK Group, Inc. | 2,741 | $477.5K | 0.01% | −1,183−30.1% | Reduced |
| Scientech Research LLC | 2,771 | $482.7K | 0.30% | +2,771 | New |
| Aviva PLC | 2,783 | $484.8K | 0.00% | +411+17.3% | Added |
| OneAscent Investment Solutions LLC | 2,813 | $490.0K | 0.52% | +117+4.3% | Added |
| Fiduciary Trust Co | 2,823 | $491.8K | 0.01% | −318−10.1% | Reduced |
| Caxton Associates LLP | 2,857 | $497.7K | 0.01% | −13,317−82.3% | Reduced |
| Utah Retirement Systems | 2,859 | $498.0K | 0.00% | 00.0% | Unchanged |
| Csenge Advisory Group | 2,895 | $504.3K | 0.02% | +197+7.3% | Added |
| Mirabella Financial Services LLP | 2,919 | $508.5K | 0.05% | +2,919 | New |
| Susquehanna Portfolio Strategies, LLC | 3,040 | $529.5K | 0.01% | −3,835−55.8% | Reduced |
| First Bank & Trust | 3,054 | $532.0K | 0.09% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 3,098 | $539.7K | 0.01% | −11−0.4% | Reduced |
| Inspire Advisors, LLC | 3,102 | $540.4K | 0.05% | +3,102 | New |
| Kestra Advisory Services, LLC | 3,109 | $541.6K | 0.00% | −381−10.9% | Reduced |
| J2 Capital Management Inc | 3,126 | $544.5K | 0.40% | +988+46.2% | Added |
| Tower Research Capital LLC (TRC) | 3,167 | $551.7K | 0.01% | +1,786+129.3% | Added |
| Guggenheim Capital LLC | 3,228 | $562.3K | 0.00% | −539−14.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,280 | $571.0K | 0.13% | +3,280 | New |
| Integrated Investment Consultants, LLC | 3,295 | $574.0K | 0.11% | −1,019−23.6% | Reduced |
| Illinois Municipal Retirement Fund | 3,350 | $583.5K | 0.01% | −6,013−64.2% | Reduced |
| Janney Montgomery Scott LLC | 3,393 | $591.0K | 0.00% | −202−5.6% | Reduced |
| Bridgewater Associates, LP | 3,598 | $626.7K | 0.00% | +3,598 | New |
| Hanlon Investment Management, Inc. | 3,672 | $639.6K | 0.35% | −204−5.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 3,687 | $642.2K | 0.15% | −53−1.4% | Reduced |
| Custom Index Systems, LLC | 3,712 | $646.6K | 0.29% | −979−20.9% | Reduced |
| Studio Investment Management LLC | 3,714 | $646.9K | 0.12% | −50−1.3% | Reduced |
| Los Angeles Capital Management LLC | 3,295 | $656.7K | 0.00% | −37−1.1% | Reduced |
| Brookstone Capital Management | 3,791 | $660.4K | 0.01% | −37−1.0% | Reduced |
| Clifford Group, LLC | 3,806 | $663.0K | 0.51% | +43+1.1% | Added |
| State of Wyoming | 3,817 | $664.9K | 0.07% | +233+6.5% | Added |
| Yorktown Management & Research Co Inc | 3,850 | $670.6K | 0.54% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,856 | $671.6K | 0.01% | −188−4.6% | Reduced |
| Bank of Nova Scotia | 3,886 | $676.9K | 0.00% | −10,104−72.2% | Reduced |
| Impact Partnership Wealth, LLC | 3,930 | $684.6K | 0.09% | +3,930 | New |
| Securian Asset Management, Inc | 3,951 | $688.2K | 0.03% | −100−2.5% | Reduced |
| Naples Global Advisors, LLC | 3,965 | $690.7K | 0.05% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 4,008 | $698.2K | 0.00% | +1,520+61.1% | Added |
| Ethic Inc. | 4,027 | $701.5K | 0.01% | −398−9.0% | Reduced |
| Lecap Asset Management Ltd | 4,030 | $702.0K | 0.28% | +4,030 | New |
| Diversified Trust Co | 4,055 | $706.3K | 0.01% | +840+26.1% | Added |
| Callan Family Office, LLC | 4,104 | $714.9K | 0.02% | +2,032+98.1% | Added |
| Aquatic Capital Management LLC | 4,107 | $715.4K | 0.02% | −889−17.8% | Reduced |
| Mercer Global Advisors Inc | 4,111 | $716.0K | 0.00% | −465−10.2% | Reduced |
| Marshall Wace, LLP | 4,229 | $736.6K | 0.00% | +4,229 | New |
| Sendero Wealth Management, LLC | 4,312 | $751.1K | 0.08% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,313 | $751.3K | 0.01% | −233−5.1% | Reduced |
| Acadian Asset Management LLC | 4,323 | $753.0K | 0.00% | −47,310−91.6% | Reduced |
| Federated Hermes, Inc. | 4,384 | $763.6K | 0.00% | −473−9.7% | Reduced |
| First Eagle Investment Management, LLC | 4,524 | $788.0K | 0.00% | +322+7.7% | Added |
| AXA S.A. | 4,737 | $825.1K | 0.39% | +4,737 | New |
| Magnetar Financial LLC | 4,796 | $835.4K | 0.01% | +4,796 | New |
| Commerce Bank | 4,807 | $837.3K | 0.00% | +177+3.8% | Added |