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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 54,901 | $9.56M | 0.10% | −2,629−4.6% | Reduced |
| ExodusPoint Capital Management, LP | 54,025 | $9.41M | 0.10% | +37,274+222.5% | Added |
| Nordea Investment Management AB | 53,126 | $9.28M | 0.01% | −18,129−25.4% | Reduced |
| California State Teachers Retirement System | 51,376 | $8.95M | 0.01% | +1,445+2.9% | Added |
| Campbell & CO Investment Adviser LLC | 50,502 | $8.80M | 0.42% | +50,502 | New |
| STRS Ohio | 49,996 | $8.71M | 0.03% | +30.0% | Added |
| Teacher Retirement System of Texas | 49,619 | $8.64M | 0.03% | +6,078+14.0% | Added |
| Van Eck Associates Corp | 48,702 | $8.48M | 0.01% | +3,383+7.5% | Added |
| Royce & Associates LP | 48,301 | $8.41M | 0.09% | −4,941−9.3% | Reduced |
| SG Americas Securities, LLC | 47,894 | $8.34M | 0.01% | +44,034+1,140.8% | Added |
| King Luther Capital Management Corp | 46,524 | $8.10M | 0.03% | +1,946+4.4% | Added |
| Public Employees Retirement System of Ohio | 44,722 | $7.79M | 0.02% | −8,992−16.7% | Reduced |
| Pier Capital, LLC | 44,000 | $7.66M | 1.22% | +16,894+62.3% | Added |
| Boston Partners | 43,930 | $7.65M | 0.01% | +43,930 | New |
| Grandeur Peak Global Advisors, LLC | 41,361 | $7.20M | 0.97% | +27,525+198.9% | Added |
| Man Group plc | 41,311 | $7.20M | 0.01% | +2,073+5.3% | Added |
| Whittier Trust Co of Nevada Inc | 38,100 | $7.05M | 0.15% | +353+0.9% | Added |
| Robinhood Asset Management, LLC | 39,395 | $6.86M | 0.55% | +39,395 | New |
| Manufacturers Life Insurance Company, The | 39,067 | $6.81M | 0.01% | −967−2.4% | 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 |
| Great West Life Assurance Co | 38,827 | $6.76M | 0.01% | −4,127−9.6% | Reduced |
| Prudential Financial Inc | 36,692 | $6.45M | 0.01% | −40,009−52.2% | Reduced |
| Deutsche Bank AG | 36,029 | $6.28M | 0.00% | +26,124+263.7% | Added |
| FineMark National Bank & Trust | 34,466 | $6.00M | 0.19% | +52+0.2% | Added |
| Thomas Story & Son LLC | 34,375 | $5.99M | 2.23% | +34,375 | New |
| Geneos Wealth Management Inc. | 33,516 | $5.84M | 0.14% | −412−1.2% | Reduced |
| Voloridge Investment Management, LLC | 33,495 | $5.83M | 0.02% | −24,346−42.1% | Reduced |
| Advisor Group Holdings, Inc. | 33,033 | $5.75M | 0.01% | −17,553−34.7% | Reduced |
| Trexquant Investment LP | 31,685 | $5.52M | 0.05% | −1,209−3.7% | Reduced |
| New Age Alpha Advisors, LLC | 30,856 | $5.37M | 0.23% | +19,388+169.1% | Added |
| Transamerica Financial Advisors, Inc. | 30,731 | $5.35M | 0.45% | +28,518+1,288.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 28,878 | $5.34M | 0.01% | +34+0.1% | Added |
| Hantz Financial Services, Inc. | 30,066 | $5.24M | 0.08% | −8,205−21.4% | Reduced |
| Cetera Investment Advisers | 28,733 | $5.00M | 0.01% | +2,644+10.1% | Added |
| Dorsey Wright & Associates | 28,123 | $4.90M | 1.06% | +1,254+4.7% | Added |
| Oppenheimer Asset Management Inc. | 28,070 | $4.89M | 0.06% | −2,477−8.1% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 28,000 | $4.88M | 1.54% | +23+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 27,924 | $4.86M | 0.02% | +27,924 | New |
| MetLife Investment Management | 27,624 | $4.81M | 0.02% | −1,293−4.5% | Reduced |
| Toroso Investments, LLC | 26,946 | $4.69M | 0.02% | +6,265+30.3% | Added |
| Amundi | 26,837 | $4.67M | 0.00% | −81,003−75.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 26,379 | $4.59M | 0.02% | +7,642+40.8% | Added |
| HSBC Holdings PLC | 25,676 | $4.48M | 0.00% | −10,042−28.1% | Reduced |
| Baird Financial Group, Inc. | 25,110 | $4.37M | 0.01% | −2,462−8.9% | Reduced |
| Harbor Advisors LLC | 25,000 | $4.35M | 0.65% | 00.0% | Unchanged |
| Victory Capital Management Inc | 24,969 | $4.35M | 0.00% | −331−1.3% | Reduced |
| Amalgamated Bank | 24,844 | $4.33M | 0.03% | −1,975−7.4% | Reduced |
| PDT Partners, LLC | 24,781 | $4.32M | 0.28% | −7,834−24.0% | Reduced |
| Comerica Bank | 24,154 | $4.21M | 0.02% | −25,001−50.9% | Reduced |
| Creative Planning | 24,150 | $4.21M | 0.00% | +5,662+30.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 23,339 | $4.06M | 0.02% | +8,095+53.1% | Added |
| Hilton Capital Management, LLC | 23,168 | $4.04M | 0.30% | +4,622+24.9% | Added |
| Bell Asset Management Ltd | 22,891 | $4.00M | 1.07% | +3,706+19.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 22,793 | $3.97M | 0.03% | −1,410−5.8% | Reduced |
| Treasurer of the State of North Carolina | 22,658 | $3.95M | 0.01% | −1,654−6.8% | Reduced |
| New York State Teachers Retirement System | 22,230 | $3.87M | 0.01% | −874−3.8% | Reduced |
| GWM Advisors LLC | 21,566 | $3.76M | 0.01% | −8,003−27.1% | Reduced |
| Weil Company, Inc. | 21,521 | $3.75M | 0.86% | −1,761−7.6% | Reduced |
| American Century Companies Inc | 21,320 | $3.71M | 0.00% | −8,455−28.4% | Reduced |
| MML Investors Services, LLC | 20,600 | $3.59M | 0.01% | +1,589+8.4% | Added |
| Ensign Peak Advisors, Inc | 20,142 | $3.51M | 0.01% | −9,114−31.2% | Reduced |
| Pathstone Holdings, LLC | 20,063 | $3.49M | 0.01% | −2,097−9.5% | Reduced |
| US Bancorp | 19,968 | $3.48M | 0.00% | −1,923−8.8% | Reduced |
| Atria Investments LLC | 19,650 | $3.42M | 0.04% | +93+0.5% | Added |
| Weiss Asset Management LP | 19,558 | $3.41M | 0.05% | +19,558 | New |
| Daiwa Securities Group Inc. | 19,513 | $3.40M | 0.01% | +127+0.7% | Added |
| Yousif Capital Management, LLC | 17,622 | $3.34M | 0.04% | −244−1.4% | Reduced |
| Ambassador Advisors, LLC | 19,066 | $3.32M | 0.49% | +1,131+6.3% | Added |
| Cerity Partners LLC | 18,903 | $3.29M | 0.00% | −2,106−10.0% | Reduced |
| State Board of Administration of Florida Retirement System | 18,829 | $3.28M | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 19,376 | $3.26M | 0.01% | −829−4.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,661 | $3.25M | 0.01% | +2,012+12.1% | Added |
| Sanctuary Advisors, LLC | 18,542 | $3.23M | 0.02% | −202−1.1% | Reduced |
| Regions Financial Corp | 18,490 | $3.22M | 0.02% | +400+2.2% | Added |
| Cinctive Capital Management LP | 18,221 | $3.17M | 0.18% | +9,704+113.9% | Added |
| XTX Topco Ltd | 18,126 | $3.16M | 0.08% | +18,126 | New |
| Quantinno Capital Management LP | 17,593 | $3.06M | 0.01% | +1,489+9.2% | Added |
| Exchange Traded Concepts, LLC | 17,543 | $3.06M | 0.03% | +3,717+26.9% | Added |
| The PNC Financial Services Group, Inc. | 16,671 | $2.90M | 0.00% | −804−4.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,620 | $2.90M | 0.02% | 00.0% | Unchanged |
| Monument Capital Management | 16,337 | $2.85M | 0.71% | +40.0% | Added |
| State of New Jersey Common Pension Fund D | 16,120 | $2.81M | 0.01% | +543+3.5% | Added |
| Fifth Third Bancorp | 16,070 | $2.80M | 0.01% | −1,811−10.1% | Reduced |
| Ameritas Investment Partners, Inc. | 15,761 | $2.75M | 0.08% | −676−4.1% | Reduced |
| Arizona State Retirement System | 15,170 | $2.64M | 0.01% | −748−4.7% | Reduced |
| Capital Fund Management S.A. | 15,151 | $2.64M | 0.02% | −16,529−52.2% | Reduced |
| Louisiana State Employees Retirement System | 15,100 | $2.63M | 0.05% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 14,700 | $2.56M | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 14,233 | $2.48M | 0.01% | −549−3.7% | Reduced |
| BNP Paribas Arbitrage, SA | 14,009 | $2.44M | 0.00% | −162,539−92.1% | Reduced |
| Davenport & Co LLC | 14,009 | $2.44M | 0.01% | −314−2.2% | Reduced |
| QRG Capital Management, Inc. | 13,964 | $2.43M | 0.03% | +2,357+20.3% | Added |
| Mariner, LLC | 13,947 | $2.43M | 0.00% | −557−3.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,642 | $2.38M | 0.01% | −312−2.2% | Reduced |
| Elo Mutual Pension Insurance Co | 13,281 | $2.31M | 0.04% | +13,281 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 12,944 | $2.27M | 0.01% | −2,634−16.9% | Reduced |
| State of Michigan Retirement System | 12,900 | $2.25M | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 12,851 | $2.24M | 0.00% | −1,004−7.2% | Reduced |
| Susquehanna International Group, LLP | 12,221 | $2.13M | 0.00% | +12,221 | New |