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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 12,197 | $2.12M | 0.02% | +78+0.6% | Added |
| KLP Kapitalforvaltning AS | 11,900 | $2.07M | 0.01% | +700+6.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,493 | $2.00M | 0.00% | +3,288+40.1% | Added |
| Twinbeech Capital LP | 11,488 | $2.00M | 0.14% | +11,488 | New |
| Appleton Partners Inc | 11,254 | $1.96M | 0.13% | +419+3.9% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 11,146 | $1.94M | 0.07% | +11,146 | New |
| Oregon Public Employees Retirement Fund | 10,930 | $1.90M | 0.02% | +25+0.2% | Added |
| Oak Thistle LLC | 10,678 | $1.86M | 0.26% | +10,678 | New |
| Rockefeller Capital Management L.P. | 10,663 | $1.86M | 0.00% | +1,108+11.6% | Added |
| New Mexico Educational Retirement Board | 10,600 | $1.85M | 0.06% | 00.0% | Unchanged |
| Bokf, NA | 10,548 | $1.84M | 0.03% | −2,196−17.2% | Reduced |
| State of Wisconsin Investment Board | 10,426 | $1.82M | 0.00% | +5,320+104.2% | Added |
| Brinker Capital Investments, LLC | 10,347 | $1.80M | 0.01% | −387−3.6% | Reduced |
| CWM, LLC | 10,266 | $1.79M | 0.00% | −802−7.2% | Reduced |
| Assetmark, Inc | 9,990 | $1.74M | 0.00% | −665−6.2% | Reduced |
| Spears Abacus Advisors LLC | 9,884 | $1.72M | 0.03% | −620−5.9% | Reduced |
| Harbor Capital Advisors, Inc. | 9,503 | $1.66M | 0.13% | +1,916+25.3% | Added |
| Linden Thomas Advisory Services, LLC | 9,350 | $1.63M | 0.17% | +288+3.2% | Added |
| Gibbs Wealth Management | 8,761 | $1.59M | 0.39% | −1,618−15.6% | Reduced |
| Edgestream Partners, L.P. | 9,061 | $1.58M | 0.04% | +9,061 | New |
| JustInvest LLC | 9,056 | $1.58M | 0.02% | −769−7.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 8,836 | $1.54M | 0.01% | +1,809+25.7% | Added |
| Keybank National Association | 8,505 | $1.48M | 0.01% | +4,932+138.0% | Added |
| Richard Bernstein Advisors LLC | 8,492 | $1.48M | 0.04% | −967−10.2% | Reduced |
| Crawford Investment Counsel Inc | 8,416 | $1.47M | 0.02% | −54−0.6% | Reduced |
| Highland Capital Management, LLC | 8,400 | $1.46M | 0.07% | +816+10.8% | Added |
| Park Avenue Securities LLC | 8,356 | $1.46M | 0.01% | −619−6.9% | Reduced |
| Cim, LLC | 8,200 | $1.43M | 0.19% | +215+2.7% | Added |
| Stegent Equity Advisors, Inc. | 8,131 | $1.42M | 1.10% | +102+1.3% | Added |
| Pictet Asset Management Holding SA | 8,090 | $1.41M | 0.00% | +578+7.7% | Added |
| Susquehanna Fundamental Investments, LLC | 8,072 | $1.41M | 0.05% | +8,072 | New |
| Pacer Advisors, Inc. | 8,065 | $1.40M | 0.00% | +830+11.5% | Added |
| Federation des caisses Desjardins du Quebec | 7,963 | $1.39M | 0.01% | −7,543−48.6% | Reduced |
| Truist Financial Corp | 7,682 | $1.34M | 0.00% | −431−5.3% | Reduced |
| Advisory Services Network, LLC | 7,454 | $1.30M | 0.02% | +187+2.6% | Added |
| Cresset Asset Management, LLC | 7,123 | $1.24M | 0.01% | +421+6.3% | Added |
| Xponance, Inc. | 7,119 | $1.24M | 0.01% | −907−11.3% | Reduced |
| SummitTX Capital, L.P. | 7,109 | $1.24M | 0.04% | +7,109 | New |
| Renaissance Technologies LLC | 7,100 | $1.24M | 0.00% | −155,600−95.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,050 | $1.23M | 0.04% | −1,458−17.1% | Reduced |
| Natixis | 6,973 | $1.21M | 0.00% | −55,687−88.9% | Reduced |
| Mayflower Financial Advisors, LLC | 1,122,132 | $1.21M | 0.15% | +3000.0% | Added |
| Taylor Frigon Capital Management LLC | 6,900 | $1.20M | 0.61% | +106+1.6% | Added |
| Summit Trail Advisors, LLC | 6,862 | $1.20M | 0.02% | +1,683+32.5% | Added |
| M&T Bank Corp | 6,693 | $1.17M | 0.00% | +6,693 | New |
| Intrust Bank NA | 6,512 | $1.13M | 0.09% | +556+9.3% | Added |
| Accredited Investors Inc. | 6,403 | $1.12M | 0.06% | +6,403 | New |
| Vestcor Inc | 6,377 | $1.11M | 0.03% | −10,518−62.3% | Reduced |
| FORA Capital, LLC | 6,250 | $1.09M | 0.13% | +6,250 | New |
| Prudential PLC | 6,226 | $1.08M | 0.01% | +6,226 | New |
| Jones Financial Companies LLLP | 6,197 | $1.08M | 0.00% | −161−2.5% | Reduced |
| Resources Management Corp | 5,933 | $1.03M | 0.13% | +88+1.5% | Added |
| TD Asset Management Inc | 5,900 | $1.03M | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 5,707 | $994.1K | 0.01% | −1,658−22.5% | Reduced |
| Fulton Bank, N.A. | 5,687 | $990.6K | 0.03% | +433+8.2% | Added |
| Mount Lucas Management LP | 5,591 | $973.9K | 0.43% | −90−1.6% | Reduced |
| GAMMA Investing LLC | 5,586 | $973.0K | 0.05% | +507+10.0% | Added |
| Axq Capital, LP | 5,571 | $970.4K | 0.22% | +5,571 | New |
| Sowell Financial Services LLC | 5,478 | $954.2K | 0.04% | +907+19.8% | Added |
| State of Alaska, Department of Revenue | 5,415 | $943.0K | 0.01% | −530−8.9% | Reduced |
| Pinebridge Investments LLC | 5,308 | $924.6K | 0.01% | +5,308 | New |
| Voya Investment Management LLC | 5,276 | $919.0K | 0.00% | −1,116−17.5% | Reduced |
| Union Bancaire Privee, UBP SA | 5,175 | $918.5K | 0.02% | +2,358+83.7% | Added |
| Moneta Group Investment Advisors LLC | 5,267 | $917.5K | 0.01% | +61+1.2% | Added |
| Captrust Financial Advisors | 5,243 | $913.3K | 0.00% | −58−1.1% | Reduced |
| James Investment Research Inc | 5,242 | $913.1K | 0.10% | −2,214−29.7% | Reduced |
| Harbor Investment Advisory, LLC | 5,178 | $902.0K | 0.07% | +2,474+91.5% | 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 |
| Numerai GP LLC | 5,149 | $896.9K | 0.11% | +121+2.4% | Added |
| Connable Office Inc | 5,109 | $889.9K | 0.08% | −467−8.4% | Reduced |
| Norden Group LLC | 5,043 | $878.5K | 0.09% | −1,358−21.2% | Reduced |
| Bridges Investment Management Inc | 5,033 | $876.7K | 0.01% | +590+13.3% | Added |
| United Capital Financial Advisers, LLC | 5,002 | $871.3K | 0.01% | +889+21.6% | Added |
| Strategic Wealth Designers | 4,986 | $868.5K | 0.11% | −1,974−28.4% | Reduced |
| Virtu Financial LLC | 4,955 | $863.0K | 0.03% | +4,955 | New |
| Portside Wealth Group, LLC | 4,950 | $862.3K | 0.12% | −412−7.7% | Reduced |
| New York Life Investment Management LLC | 4,881 | $850.2K | 0.01% | +4,881 | New |
| Voleon Capital Management LP | 4,874 | $849.0K | 0.02% | −2,562−34.5% | Reduced |
| Commerce Bank | 4,807 | $837.3K | 0.00% | +177+3.8% | Added |
| Magnetar Financial LLC | 4,796 | $835.4K | 0.01% | +4,796 | New |
| AXA S.A. | 4,737 | $825.1K | 0.39% | +4,737 | New |
| First Eagle Investment Management, LLC | 4,524 | $788.0K | 0.00% | +322+7.7% | Added |
| Federated Hermes, Inc. | 4,384 | $763.6K | 0.00% | −473−9.7% | Reduced |
| Acadian Asset Management LLC | 4,323 | $753.0K | 0.00% | −47,310−91.6% | Reduced |
| Crossmark Global Holdings, Inc. | 4,313 | $751.3K | 0.01% | −233−5.1% | Reduced |
| Sendero Wealth Management, LLC | 4,312 | $751.1K | 0.08% | 00.0% | Unchanged |
| Marshall Wace, LLP | 4,229 | $736.6K | 0.00% | +4,229 | New |
| Mercer Global Advisors Inc | 4,111 | $716.0K | 0.00% | −465−10.2% | Reduced |
| Aquatic Capital Management LLC | 4,107 | $715.4K | 0.02% | −889−17.8% | Reduced |
| Callan Family Office, LLC | 4,104 | $714.9K | 0.02% | +2,032+98.1% | Added |
| Diversified Trust Co | 4,055 | $706.3K | 0.01% | +840+26.1% | Added |
| Lecap Asset Management Ltd | 4,030 | $702.0K | 0.28% | +4,030 | New |
| Ethic Inc. | 4,027 | $701.5K | 0.01% | −398−9.0% | Reduced |
| Swiss Life Asset Management Ltd | 4,008 | $698.2K | 0.00% | +1,520+61.1% | Added |
| Naples Global Advisors, LLC | 3,965 | $690.7K | 0.05% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,951 | $688.2K | 0.03% | −100−2.5% | Reduced |
| Impact Partnership Wealth, LLC | 3,930 | $684.6K | 0.09% | +3,930 | New |
| Bank of Nova Scotia | 3,886 | $676.9K | 0.00% | −10,104−72.2% | Reduced |
| Ronald Blue Trust, Inc. | 3,856 | $671.6K | 0.01% | −188−4.6% | Reduced |