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 |
|---|---|---|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC | 99,580 | $17.3M | 0.04% | −68,970−40.9% | Reduced |
| California Public Employees Retirement System | 103,943 | $18.1M | 0.01% | +3,229+3.2% | Added |
| Swiss National Bank | 107,236 | $18.7M | 0.01% | +3,000+2.9% | Added |
| Millennium Management LLC | 108,927 | $19.0M | 0.01% | +15,446+16.5% | Added |
| Walleye Capital LLC | 115,148 | $20.1M | 0.11% | +110,924+2,626.0% | Added |
| Point72 Asset Management, L.P. | 115,238 | $20.1M | 0.03% | +115,238 | New |
| LPL Financial LLC | 115,453 | $20.1M | 0.01% | +10,205+9.7% | Added |
| Principal Financial Group Inc | 117,096 | $20.4M | 0.01% | −3,507−2.9% | Reduced |
| Nuveen, LLC | 118,820 | $20.7M | 0.01% | +3,327+2.9% | Added |
| GHP Investment Advisors, Inc. | 118,845 | $20.7M | 0.85% | −140−0.1% | Reduced |
| Barclays PLC | 122,900 | $21.4M | 0.01% | −106,175−46.3% | Reduced |
| Fenimore Asset Management Inc | 123,672 | $21.5M | 0.45% | +17,199+16.2% | Added |
| Tudor Investment Corp Et Al | 126,977 | $22.1M | 0.12% | +105,797+499.5% | Added |
| Brown Advisory Inc | 140,942 | $24.6M | 0.03% | −19,828−12.3% | Reduced |
| Public Employees Retirement Association of Colorado | 146,251 | $25.5M | 0.09% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 148,240 | $25.8M | 0.02% | +145,146+4,691.2% | Added |
| UBS Asset Management Americas Inc | 153,662 | $26.8M | 0.01% | +8,527+5.9% | Added |
| Rhumbline Advisers | 157,343 | $27.4M | 0.02% | +1,884+1.2% | Added |
| JPMorgan Chase & Co | 158,530 | $27.6M | 0.00% | −16,165−9.3% | Reduced |
| Price T Rowe Associates Inc | 160,825 | $28.0M | 0.00% | −168,623−51.2% | Reduced |
| Janus Henderson Group PLC | 162,168 | $28.3M | 0.01% | +46,135+39.8% | Added |
| Flputnam Investment Management Co | 171,246 | $29.8M | 0.43% | +4,250+2.5% | Added |
| Qube Research & Technologies Ltd | 174,016 | $30.3M | 0.04% | −34,497−16.5% | Reduced |
| Renaissance Group LLC | 185,020 | $32.2M | 1.29% | −1,162−0.6% | Reduced |
| Ameriprise Financial Inc | 201,864 | $35.2M | 0.01% | +97,251+93.0% | Added |
| Barlow Wealth Partners, Inc. | 204,387 | $37.2M | 4.01% | +1,254+0.6% | Added |
| HighTower Advisors, LLC | 222,857 | $38.8M | 0.04% | −24,928−10.1% | Reduced |
| Schroder Investment Management Group | 225,385 | $39.6M | 0.03% | −17,722−7.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 234,047 | $40.8M | 0.07% | +63,430+37.2% | Added |
| Eventide Asset Management, LLC | 234,404 | $40.9M | 0.64% | +14,356+6.5% | Added |
| Argent Capital Management LLC | 236,095 | $41.1M | 1.17% | −5,617−2.3% | Reduced |
| UBS Group AG | 237,228 | $41.3M | 0.01% | −45,523−16.1% | Reduced |
| Franklin Resources Inc | 239,674 | $41.7M | 0.01% | −26,853−10.1% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 257,463 | $44.8M | 2.14% | −2,733−1.1% | Reduced |
| Congress Asset Management Co | 266,656 | $46.4M | 0.33% | −108,644−28.9% | Reduced |
| Ancora Advisors, LLC | 280,261 | $48.8M | 1.01% | +3,433+1.2% | Added |
| Capital International Investors | 313,232 | $54.6M | 0.01% | −257,672−45.1% | Reduced |
| Handelsbanken Fonder AB | 313,458 | $54.6M | 0.16% | −85,000−21.3% | Reduced |
| Natixis Advisors, L.P. | 325,664 | $56.7M | 0.08% | +290+0.1% | Added |
| Envestnet Asset Management Inc | 343,414 | $59.8M | 0.02% | −62,476−15.4% | Reduced |
| Alliancebernstein L.P. | 352,138 | $61.3M | 0.02% | −108,527−23.6% | Reduced |
| Fiera Capital Corp | 352,579 | $61.4M | 0.19% | +86,764+32.6% | Added |
| GW&K Investment Management, LLC | 356,255 | $62.1M | 0.54% | +13,614+4.0% | Added |
| Van Berkom & Associates Inc. | 377,378 | $65.7M | 1.90% | +686+0.2% | Added |
| AQR Capital Management LLC | 379,478 | $66.1M | 0.03% | +145,454+62.2% | Added |
| Nomura Asset Management International Inc. | 386,908 | $67.4M | 0.10% | +386,908 | New |
| Wells Fargo & Company | 393,901 | $68.6M | 0.01% | −14,433−3.5% | Reduced |
| First Trust Advisors LP | 408,038 | $71.1M | 0.05% | +14,929+3.8% | Added |
| Charles Schwab Investment Management Inc | 422,344 | $73.6M | 0.01% | +4,801+1.1% | Added |
| Bank of New York Mellon Corp | 424,253 | $73.9M | 0.01% | −64,052−13.1% | Reduced |
| Champlain Investment Partners, LLC | 459,100 | $80.0M | 0.81% | −52,181−10.2% | Reduced |
| Northern Trust Corp | 509,671 | $88.8M | 0.01% | −26,817−5.0% | Reduced |
| Westfield Capital Management Co LP | 520,002 | $90.6M | 0.38% | +113,696+28.0% | Added |
| T. Rowe Price Investment Management, Inc. | 533,456 | $92.9M | 0.06% | −269,687−33.6% | Reduced |
| Dimensional Fund Advisors LP | 535,337 | $93.3M | 0.02% | +13,445+2.6% | Added |
| Goldman Sachs Group Inc | 544,862 | $94.9M | 0.01% | +92,453+20.4% | Added |
| Morgan Stanley | 550,308 | $95.9M | 0.01% | −8,976−1.6% | Reduced |
| Clearbridge Investments, LLC | 568,883 | $99.1M | 0.08% | −3,880−0.7% | Reduced |
| Jennison Associates LLC | 587,767 | $102.4M | 0.06% | −1,326−0.2% | Reduced |
| Neuberger Berman Group LLC | 628,778 | $109.5M | 0.08% | −36,958−5.6% | Reduced |
| Norges Bank | 662,940 | $115.5M | 0.01% | +662,940 | New |
| SEI Investments Co | 688,906 | $120.0M | 0.12% | −29,046−4.0% | Reduced |
| Fiduciary Management Inc | 697,293 | $121.5M | 1.34% | −50,539−6.8% | Reduced |
| Thrivent Financial for Lutherans | 708,847 | $123.5M | 0.22% | −4,647−0.7% | Reduced |
| Invesco Ltd. | 760,961 | $132.6M | 0.01% | −66,564−8.0% | Reduced |
| Raymond James Financial Inc | 796,361 | $139.8M | 0.04% | −45,588−5.4% | Reduced |
| Bank of America Corp | 953,840 | $166.1M | 0.01% | −46,340−4.6% | Reduced |
| Capital Research Global Investors | 962,263 | $167.6M | 0.03% | +5,822+0.6% | Added |
| Bamco Inc | 1,123,951 | $195.8M | 0.53% | −6,239−0.6% | Reduced |
| FMR LLC | 1,125,462 | $196.0M | 0.01% | −309,477−21.6% | Reduced |
| Bank of Montreal | 1,199,459 | $208.9M | 0.09% | +1,156,973+2,723.2% | Added |
| Wellington Management Group LLP | 1,283,813 | $223.6M | 0.04% | −88,890−6.5% | Reduced |
| Geode Capital Management, LLC | 1,418,549 | $247.1M | 0.02% | +84,757+6.4% | Added |
| State Street Corp | 1,703,295 | $296.7M | 0.01% | −11,708−0.7% | Reduced |
| Royal Bank of Canada | 1,703,369 | $296.7M | 0.05% | +1,334,769+362.1% | Added |
| Earnest Partners LLC | 2,291,511 | $399.2M | 1.71% | −129,622−5.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,772,807 | $483.0M | 1.30% | −149,067−5.1% | Reduced |
| BlackRock, Inc. | 5,241,321 | $913.0M | 0.02% | −269,388−4.9% | Reduced |
| Vanguard Group Inc | 5,256,736 | $915.7M | 0.01% | −48,446−0.9% | Reduced |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −312,267−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −61,549−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −35,363−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −27,386−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −26,795−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −24,224−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −22,600−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −22,066−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −19,258−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −11,860−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −8,806−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,095−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −6,026−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −5,474−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −4,220−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,104−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −4,055−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −3,653−100.0% | Sold out |
| Alamea Verwaltungs GmbH | 0 | $0 | 0.00% | −3,593−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −3,173−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,921−100.0% | Sold out |