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 |
|---|---|---|---|---|---|
| Voleon Capital Management LP | 4,874 | $849.0K | 0.02% | −2,562−34.5% | Reduced |
| New York Life Investment Management LLC | 4,881 | $850.2K | 0.01% | +4,881 | New |
| Portside Wealth Group, LLC | 4,950 | $862.3K | 0.12% | −412−7.7% | Reduced |
| Virtu Financial LLC | 4,955 | $863.0K | 0.03% | +4,955 | New |
| Strategic Wealth Designers | 4,986 | $868.5K | 0.11% | −1,974−28.4% | Reduced |
| United Capital Financial Advisers, LLC | 5,002 | $871.3K | 0.01% | +889+21.6% | Added |
| Bridges Investment Management Inc | 5,033 | $876.7K | 0.01% | +590+13.3% | Added |
| Norden Group LLC | 5,043 | $878.5K | 0.09% | −1,358−21.2% | Reduced |
| Connable Office Inc | 5,109 | $889.9K | 0.08% | −467−8.4% | Reduced |
| Numerai GP LLC | 5,149 | $896.9K | 0.11% | +121+2.4% | Added |
| Smith Group Asset Management, LLC | 5,150 | $897.1K | 0.05% | −1,930−27.3% | Reduced |
| CIBC World Markets Corp | 5,150 | $897.1K | 0.00% | +5,150 | New |
| Harbor Investment Advisory, LLC | 5,178 | $902.0K | 0.07% | +2,474+91.5% | Added |
| James Investment Research Inc | 5,242 | $913.1K | 0.10% | −2,214−29.7% | Reduced |
| Captrust Financial Advisors | 5,243 | $913.3K | 0.00% | −58−1.1% | Reduced |
| Moneta Group Investment Advisors LLC | 5,267 | $917.5K | 0.01% | +61+1.2% | Added |
| Union Bancaire Privee, UBP SA | 5,175 | $918.5K | 0.02% | +2,358+83.7% | Added |
| Voya Investment Management LLC | 5,276 | $919.0K | 0.00% | −1,116−17.5% | Reduced |
| Pinebridge Investments LLC | 5,308 | $924.6K | 0.01% | +5,308 | New |
| State of Alaska, Department of Revenue | 5,415 | $943.0K | 0.01% | −530−8.9% | Reduced |
| Sowell Financial Services LLC | 5,478 | $954.2K | 0.04% | +907+19.8% | Added |
| Axq Capital, LP | 5,571 | $970.4K | 0.22% | +5,571 | New |
| GAMMA Investing LLC | 5,586 | $973.0K | 0.05% | +507+10.0% | Added |
| Mount Lucas Management LP | 5,591 | $973.9K | 0.43% | −90−1.6% | Reduced |
| Fulton Bank, N.A. | 5,687 | $990.6K | 0.03% | +433+8.2% | Added |
| Sequoia Financial Advisors, LLC | 5,707 | $994.1K | 0.01% | −1,658−22.5% | Reduced |
| TD Asset Management Inc | 5,900 | $1.03M | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 5,933 | $1.03M | 0.13% | +88+1.5% | Added |
| Jones Financial Companies LLLP | 6,197 | $1.08M | 0.00% | −161−2.5% | Reduced |
| Prudential PLC | 6,226 | $1.08M | 0.01% | +6,226 | New |
| FORA Capital, LLC | 6,250 | $1.09M | 0.13% | +6,250 | New |
| Vestcor Inc | 6,377 | $1.11M | 0.03% | −10,518−62.3% | Reduced |
| Accredited Investors Inc. | 6,403 | $1.12M | 0.06% | +6,403 | New |
| Intrust Bank NA | 6,512 | $1.13M | 0.09% | +556+9.3% | Added |
| M&T Bank Corp | 6,693 | $1.17M | 0.00% | +6,693 | New |
| Summit Trail Advisors, LLC | 6,862 | $1.20M | 0.02% | +1,683+32.5% | Added |
| Taylor Frigon Capital Management LLC | 6,900 | $1.20M | 0.61% | +106+1.6% | Added |
| Mayflower Financial Advisors, LLC | 1,122,132 | $1.21M | 0.15% | +3000.0% | Added |
| Natixis | 6,973 | $1.21M | 0.00% | −55,687−88.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,050 | $1.23M | 0.04% | −1,458−17.1% | Reduced |
| Renaissance Technologies LLC | 7,100 | $1.24M | 0.00% | −155,600−95.6% | Reduced |
| SummitTX Capital, L.P. | 7,109 | $1.24M | 0.04% | +7,109 | New |
| Xponance, Inc. | 7,119 | $1.24M | 0.01% | −907−11.3% | Reduced |
| Cresset Asset Management, LLC | 7,123 | $1.24M | 0.01% | +421+6.3% | Added |
| Advisory Services Network, LLC | 7,454 | $1.30M | 0.02% | +187+2.6% | Added |
| Truist Financial Corp | 7,682 | $1.34M | 0.00% | −431−5.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,963 | $1.39M | 0.01% | −7,543−48.6% | Reduced |
| Pacer Advisors, Inc. | 8,065 | $1.40M | 0.00% | +830+11.5% | Added |
| Susquehanna Fundamental Investments, LLC | 8,072 | $1.41M | 0.05% | +8,072 | New |
| Pictet Asset Management Holding SA | 8,090 | $1.41M | 0.00% | +578+7.7% | Added |
| Stegent Equity Advisors, Inc. | 8,131 | $1.42M | 1.10% | +102+1.3% | Added |
| Cim, LLC | 8,200 | $1.43M | 0.19% | +215+2.7% | Added |
| Park Avenue Securities LLC | 8,356 | $1.46M | 0.01% | −619−6.9% | Reduced |
| Highland Capital Management, LLC | 8,400 | $1.46M | 0.07% | +816+10.8% | Added |
| Crawford Investment Counsel Inc | 8,416 | $1.47M | 0.02% | −54−0.6% | Reduced |
| Richard Bernstein Advisors LLC | 8,492 | $1.48M | 0.04% | −967−10.2% | Reduced |
| Keybank National Association | 8,505 | $1.48M | 0.01% | +4,932+138.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,836 | $1.54M | 0.01% | +1,809+25.7% | Added |
| JustInvest LLC | 9,056 | $1.58M | 0.02% | −769−7.8% | Reduced |
| Edgestream Partners, L.P. | 9,061 | $1.58M | 0.04% | +9,061 | New |
| Gibbs Wealth Management | 8,761 | $1.59M | 0.39% | −1,618−15.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 9,350 | $1.63M | 0.17% | +288+3.2% | Added |
| Harbor Capital Advisors, Inc. | 9,503 | $1.66M | 0.13% | +1,916+25.3% | Added |
| Spears Abacus Advisors LLC | 9,884 | $1.72M | 0.03% | −620−5.9% | Reduced |
| Assetmark, Inc | 9,990 | $1.74M | 0.00% | −665−6.2% | Reduced |
| CWM, LLC | 10,266 | $1.79M | 0.00% | −802−7.2% | Reduced |
| Brinker Capital Investments, LLC | 10,347 | $1.80M | 0.01% | −387−3.6% | Reduced |
| State of Wisconsin Investment Board | 10,426 | $1.82M | 0.00% | +5,320+104.2% | Added |
| Bokf, NA | 10,548 | $1.84M | 0.03% | −2,196−17.2% | Reduced |
| New Mexico Educational Retirement Board | 10,600 | $1.85M | 0.06% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 10,663 | $1.86M | 0.00% | +1,108+11.6% | Added |
| Oak Thistle LLC | 10,678 | $1.86M | 0.26% | +10,678 | New |
| Oregon Public Employees Retirement Fund | 10,930 | $1.90M | 0.02% | +25+0.2% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 11,146 | $1.94M | 0.07% | +11,146 | New |
| Appleton Partners Inc | 11,254 | $1.96M | 0.13% | +419+3.9% | Added |
| Twinbeech Capital LP | 11,488 | $2.00M | 0.14% | +11,488 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,493 | $2.00M | 0.00% | +3,288+40.1% | Added |
| KLP Kapitalforvaltning AS | 11,900 | $2.07M | 0.01% | +700+6.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,197 | $2.12M | 0.02% | +78+0.6% | Added |
| Susquehanna International Group, LLP | 12,221 | $2.13M | 0.00% | +12,221 | New |
| CI Private Wealth, LLC | 12,851 | $2.24M | 0.00% | −1,004−7.2% | Reduced |
| State of Michigan Retirement System | 12,900 | $2.25M | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 12,944 | $2.27M | 0.01% | −2,634−16.9% | Reduced |
| Elo Mutual Pension Insurance Co | 13,281 | $2.31M | 0.04% | +13,281 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,642 | $2.38M | 0.01% | −312−2.2% | Reduced |
| Mariner, LLC | 13,947 | $2.43M | 0.00% | −557−3.8% | Reduced |
| QRG Capital Management, Inc. | 13,964 | $2.43M | 0.03% | +2,357+20.3% | Added |
| Davenport & Co LLC | 14,009 | $2.44M | 0.01% | −314−2.2% | Reduced |
| BNP Paribas Arbitrage, SA | 14,009 | $2.44M | 0.00% | −162,539−92.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 14,233 | $2.48M | 0.01% | −549−3.7% | Reduced |
| Canada Pension Plan Investment Board | 14,700 | $2.56M | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 15,100 | $2.63M | 0.05% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 15,151 | $2.64M | 0.02% | −16,529−52.2% | Reduced |
| Arizona State Retirement System | 15,170 | $2.64M | 0.01% | −748−4.7% | Reduced |
| Ameritas Investment Partners, Inc. | 15,761 | $2.75M | 0.08% | −676−4.1% | Reduced |
| Fifth Third Bancorp | 16,070 | $2.80M | 0.01% | −1,811−10.1% | Reduced |
| State of New Jersey Common Pension Fund D | 16,120 | $2.81M | 0.01% | +543+3.5% | Added |
| Monument Capital Management | 16,337 | $2.85M | 0.71% | +40.0% | Added |
| Teachers Retirement System of the State of Kentucky | 16,620 | $2.90M | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 16,671 | $2.90M | 0.00% | −804−4.6% | Reduced |