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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 17,543 | $3.06M | 0.03% | +3,717+26.9% | Added |
| Quantinno Capital Management LP | 17,593 | $3.06M | 0.01% | +1,489+9.2% | Added |
| XTX Topco Ltd | 18,126 | $3.16M | 0.08% | +18,126 | New |
| Cinctive Capital Management LP | 18,221 | $3.17M | 0.18% | +9,704+113.9% | Added |
| Regions Financial Corp | 18,490 | $3.22M | 0.02% | +400+2.2% | Added |
| Sanctuary Advisors, LLC | 18,542 | $3.23M | 0.02% | −202−1.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,661 | $3.25M | 0.01% | +2,012+12.1% | Added |
| State of Tennessee, Treasury Department | 19,376 | $3.26M | 0.01% | −829−4.1% | Reduced |
| State Board of Administration of Florida Retirement System | 18,829 | $3.28M | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 18,903 | $3.29M | 0.00% | −2,106−10.0% | Reduced |
| Ambassador Advisors, LLC | 19,066 | $3.32M | 0.49% | +1,131+6.3% | Added |
| Yousif Capital Management, LLC | 17,622 | $3.34M | 0.04% | −244−1.4% | Reduced |
| Daiwa Securities Group Inc. | 19,513 | $3.40M | 0.01% | +127+0.7% | Added |
| Weiss Asset Management LP | 19,558 | $3.41M | 0.05% | +19,558 | New |
| Atria Investments LLC | 19,650 | $3.42M | 0.04% | +93+0.5% | Added |
| US Bancorp | 19,968 | $3.48M | 0.00% | −1,923−8.8% | Reduced |
| Pathstone Holdings, LLC | 20,063 | $3.49M | 0.01% | −2,097−9.5% | Reduced |
| Ensign Peak Advisors, Inc | 20,142 | $3.51M | 0.01% | −9,114−31.2% | Reduced |
| MML Investors Services, LLC | 20,600 | $3.59M | 0.01% | +1,589+8.4% | Added |
| American Century Companies Inc | 21,320 | $3.71M | 0.00% | −8,455−28.4% | Reduced |
| Weil Company, Inc. | 21,521 | $3.75M | 0.86% | −1,761−7.6% | Reduced |
| GWM Advisors LLC | 21,566 | $3.76M | 0.01% | −8,003−27.1% | Reduced |
| New York State Teachers Retirement System | 22,230 | $3.87M | 0.01% | −874−3.8% | Reduced |
| Treasurer of the State of North Carolina | 22,658 | $3.95M | 0.01% | −1,654−6.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 22,793 | $3.97M | 0.03% | −1,410−5.8% | Reduced |
| Bell Asset Management Ltd | 22,891 | $4.00M | 1.07% | +3,706+19.3% | Added |
| Hilton Capital Management, LLC | 23,168 | $4.04M | 0.30% | +4,622+24.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 23,339 | $4.06M | 0.02% | +8,095+53.1% | Added |
| Creative Planning | 24,150 | $4.21M | 0.00% | +5,662+30.6% | Added |
| Comerica Bank | 24,154 | $4.21M | 0.02% | −25,001−50.9% | Reduced |
| PDT Partners, LLC | 24,781 | $4.32M | 0.28% | −7,834−24.0% | Reduced |
| Amalgamated Bank | 24,844 | $4.33M | 0.03% | −1,975−7.4% | Reduced |
| Victory Capital Management Inc | 24,969 | $4.35M | 0.00% | −331−1.3% | Reduced |
| Harbor Advisors LLC | 25,000 | $4.35M | 0.65% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 25,110 | $4.37M | 0.01% | −2,462−8.9% | Reduced |
| HSBC Holdings PLC | 25,676 | $4.48M | 0.00% | −10,042−28.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 26,379 | $4.59M | 0.02% | +7,642+40.8% | Added |
| Amundi | 26,837 | $4.67M | 0.00% | −81,003−75.1% | Reduced |
| Toroso Investments, LLC | 26,946 | $4.69M | 0.02% | +6,265+30.3% | Added |
| MetLife Investment Management | 27,624 | $4.81M | 0.02% | −1,293−4.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 27,924 | $4.86M | 0.02% | +27,924 | New |
| Walled Lake Planning & Wealth Management, LLC | 28,000 | $4.88M | 1.54% | +23+0.1% | Added |
| Oppenheimer Asset Management Inc. | 28,070 | $4.89M | 0.06% | −2,477−8.1% | Reduced |
| Dorsey Wright & Associates | 28,123 | $4.90M | 1.06% | +1,254+4.7% | Added |
| Cetera Investment Advisers | 28,733 | $5.00M | 0.01% | +2,644+10.1% | Added |
| Hantz Financial Services, Inc. | 30,066 | $5.24M | 0.08% | −8,205−21.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 28,878 | $5.34M | 0.01% | +34+0.1% | Added |
| Transamerica Financial Advisors, Inc. | 30,731 | $5.35M | 0.45% | +28,518+1,288.7% | Added |
| New Age Alpha Advisors, LLC | 30,856 | $5.37M | 0.23% | +19,388+169.1% | Added |
| Trexquant Investment LP | 31,685 | $5.52M | 0.05% | −1,209−3.7% | Reduced |
| Advisor Group Holdings, Inc. | 33,033 | $5.75M | 0.01% | −17,553−34.7% | Reduced |
| Voloridge Investment Management, LLC | 33,495 | $5.83M | 0.02% | −24,346−42.1% | Reduced |
| Geneos Wealth Management Inc. | 33,516 | $5.84M | 0.14% | −412−1.2% | Reduced |
| Thomas Story & Son LLC | 34,375 | $5.99M | 2.23% | +34,375 | New |
| FineMark National Bank & Trust | 34,466 | $6.00M | 0.19% | +52+0.2% | Added |
| Deutsche Bank AG | 36,029 | $6.28M | 0.00% | +26,124+263.7% | Added |
| Prudential Financial Inc | 36,692 | $6.45M | 0.01% | −40,009−52.2% | Reduced |
| Great West Life Assurance Co | 38,827 | $6.76M | 0.01% | −4,127−9.6% | Reduced |
| Wealth High Governance Capital Ltda | 38,974 | $6.79M | 1.99% | −33,026−45.9% | Reduced |
| BW Gestao de Investimentos Ltda. | 38,974 | $6.79M | 0.24% | −9,026−18.8% | Reduced |
| Manufacturers Life Insurance Company, The | 39,067 | $6.81M | 0.01% | −967−2.4% | Reduced |
| Robinhood Asset Management, LLC | 39,395 | $6.86M | 0.55% | +39,395 | New |
| Whittier Trust Co of Nevada Inc | 38,100 | $7.05M | 0.15% | +353+0.9% | Added |
| Man Group plc | 41,311 | $7.20M | 0.01% | +2,073+5.3% | Added |
| Grandeur Peak Global Advisors, LLC | 41,361 | $7.20M | 0.97% | +27,525+198.9% | Added |
| Boston Partners | 43,930 | $7.65M | 0.01% | +43,930 | New |
| Pier Capital, LLC | 44,000 | $7.66M | 1.22% | +16,894+62.3% | Added |
| Public Employees Retirement System of Ohio | 44,722 | $7.79M | 0.02% | −8,992−16.7% | Reduced |
| King Luther Capital Management Corp | 46,524 | $8.10M | 0.03% | +1,946+4.4% | Added |
| SG Americas Securities, LLC | 47,894 | $8.34M | 0.01% | +44,034+1,140.8% | Added |
| Royce & Associates LP | 48,301 | $8.41M | 0.09% | −4,941−9.3% | Reduced |
| Van Eck Associates Corp | 48,702 | $8.48M | 0.01% | +3,383+7.5% | Added |
| Teacher Retirement System of Texas | 49,619 | $8.64M | 0.03% | +6,078+14.0% | Added |
| STRS Ohio | 49,996 | $8.71M | 0.03% | +30.0% | Added |
| Campbell & CO Investment Adviser LLC | 50,502 | $8.80M | 0.42% | +50,502 | New |
| California State Teachers Retirement System | 51,376 | $8.95M | 0.01% | +1,445+2.9% | Added |
| Nordea Investment Management AB | 53,126 | $9.28M | 0.01% | −18,129−25.4% | Reduced |
| ExodusPoint Capital Management, LP | 54,025 | $9.41M | 0.10% | +37,274+222.5% | Added |
| Mutual of America Capital Management LLC | 54,901 | $9.56M | 0.10% | −2,629−4.6% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 52,129 | $9.90M | 2.46% | −1,978−3.7% | Reduced |
| Jane Street Group, LLC | 57,521 | $10.0M | 0.01% | +55,248+2,430.6% | Added |
| Wealth High Governance Asset Management Ltda. | 61,026 | $10.6M | 1.90% | +61,026 | New |
| Retirement Systems of Alabama | 65,426 | $11.4M | 0.04% | −309−0.5% | Reduced |
| Aptus Capital Advisors, LLC | 65,889 | $11.5M | 0.10% | +286+0.4% | Added |
| Citadel Advisors LLC | 67,083 | $11.7M | 0.01% | −5,182−7.2% | Reduced |
| Atwood & Palmer Inc | 69,960 | $12.2M | 0.69% | +69,960 | New |
| Stifel Financial Corp | 73,033 | $12.7M | 0.01% | −8,168−10.1% | Reduced |
| StonePine Asset Management Inc. | 74,495 | $13.0M | 0.08% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 74,633 | $13.0M | 0.01% | +2,819+3.9% | Added |
| Whittier Trust Co | 70,928 | $13.1M | 0.14% | −124−0.2% | Reduced |
| Jain Global LLC | 76,453 | $13.3M | 0.13% | +76,453 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 78,842 | $13.7M | 0.02% | +78,456+20,325.4% | Added |
| Interval Partners, LP | 84,954 | $14.8M | 0.35% | +84,954 | New |
| Legal & General Group Plc | 86,209 | $15.0M | 0.00% | −19,736−18.6% | Reduced |
| ArrowMark Colorado Holdings LLC | 86,601 | $15.1M | 0.33% | +86,601 | New |
| Segall Bryant & Hamill, LLC | 87,982 | $15.3M | 0.21% | +3,955+4.7% | Added |
| Citigroup Inc | 88,080 | $15.3M | 0.01% | −20,977−19.2% | Reduced |
| Alps Advisors Inc | 92,789 | $16.2M | 0.09% | −4,850−5.0% | Reduced |
| New York State Common Retirement Fund | 95,225 | $16.6M | 0.02% | −44,315−31.8% | Reduced |
| Montanaro Asset Management Ltd | 97,650 | $17.0M | 4.74% | +8,650+9.7% | Added |