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 |
|---|---|---|---|---|---|
| Yorktown Management & Research Co Inc | 3,850 | $670.6K | 0.54% | 00.0% | Unchanged |
| State of Wyoming | 3,817 | $664.9K | 0.07% | +233+6.5% | Added |
| Clifford Group, LLC | 3,806 | $663.0K | 0.51% | +43+1.1% | Added |
| Brookstone Capital Management | 3,791 | $660.4K | 0.01% | −37−1.0% | Reduced |
| Los Angeles Capital Management LLC | 3,295 | $656.7K | 0.00% | −37−1.1% | Reduced |
| Studio Investment Management LLC | 3,714 | $646.9K | 0.12% | −50−1.3% | Reduced |
| Custom Index Systems, LLC | 3,712 | $646.6K | 0.29% | −979−20.9% | Reduced |
| Alpine Woods Capital Investors, LLC | 3,687 | $642.2K | 0.15% | −53−1.4% | Reduced |
| Hanlon Investment Management, Inc. | 3,672 | $639.6K | 0.35% | −204−5.3% | Reduced |
| Bridgewater Associates, LP | 3,598 | $626.7K | 0.00% | +3,598 | New |
| Janney Montgomery Scott LLC | 3,393 | $591.0K | 0.00% | −202−5.6% | Reduced |
| Illinois Municipal Retirement Fund | 3,350 | $583.5K | 0.01% | −6,013−64.2% | Reduced |
| Integrated Investment Consultants, LLC | 3,295 | $574.0K | 0.11% | −1,019−23.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,280 | $571.0K | 0.13% | +3,280 | New |
| Guggenheim Capital LLC | 3,228 | $562.3K | 0.00% | −539−14.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,167 | $551.7K | 0.01% | +1,786+129.3% | Added |
| J2 Capital Management Inc | 3,126 | $544.5K | 0.40% | +988+46.2% | Added |
| Kestra Advisory Services, LLC | 3,109 | $541.6K | 0.00% | −381−10.9% | Reduced |
| Inspire Advisors, LLC | 3,102 | $540.4K | 0.05% | +3,102 | New |
| Dynasty Wealth Management, LLC | 3,098 | $539.7K | 0.01% | −11−0.4% | Reduced |
| First Bank & Trust | 3,054 | $532.0K | 0.09% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 3,040 | $529.5K | 0.01% | −3,835−55.8% | Reduced |
| Mirabella Financial Services LLP | 2,919 | $508.5K | 0.05% | +2,919 | New |
| Csenge Advisory Group | 2,895 | $504.3K | 0.02% | +197+7.3% | Added |
| Utah Retirement Systems | 2,859 | $498.0K | 0.00% | 00.0% | Unchanged |
| Caxton Associates LLP | 2,857 | $497.7K | 0.01% | −13,317−82.3% | Reduced |
| Fiduciary Trust Co | 2,823 | $491.8K | 0.01% | −318−10.1% | Reduced |
| OneAscent Investment Solutions LLC | 2,813 | $490.0K | 0.52% | +117+4.3% | Added |
| Aviva PLC | 2,783 | $484.8K | 0.00% | +411+17.3% | Added |
| Scientech Research LLC | 2,771 | $482.7K | 0.30% | +2,771 | New |
| CAPROCK Group, Inc. | 2,741 | $477.5K | 0.01% | −1,183−30.1% | Reduced |
| Engineers Gate Manager LP | 2,737 | $476.8K | 0.01% | +1,189+76.8% | Added |
| Snowden Capital Advisors LLC | 2,732 | $475.9K | 0.01% | −128−4.5% | Reduced |
| Maryland State Retirement & Pension System | 2,697 | $469.8K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 2,676 | $466.3K | 0.00% | −158−5.6% | Reduced |
| Integrated Quantitative Investments LLC | 2,650 | $461.6K | 0.10% | +2,650 | New |
| Wealth Alliance | 2,595 | $452.1K | 0.04% | +83+3.3% | Added |
| Beverly Hills Private Wealth, LLC | 2,503 | $436.0K | 0.07% | −369−12.8% | Reduced |
| Baker Ellis Asset Management LLC | 2,500 | $435.5K | 0.05% | −369−12.9% | Reduced |
| EverSource Wealth Advisors, LLC | 2,478 | $431.7K | 0.02% | −49−1.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,357 | $410.5K | 0.00% | −29−1.2% | Reduced |
| McGuire Capital Advisors Inc | 2,330 | $405.9K | 0.26% | +2,330 | New |
| Wealthcare Capital Partners, LLC | 2,324 | $404.8K | 0.19% | +8+0.3% | Added |
| Optimize Financial Inc | 2,322 | $404.5K | 0.20% | +32+1.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,303 | $401.0K | 0.00% | +15+0.7% | Added |
| Cynosure Management, LLC | 2,278 | $396.8K | 0.04% | −266−10.5% | Reduced |
| Freestone Grove Partners LP | 2,274 | $396.1K | 0.00% | +2,274 | New |
| Private Advisor Group, LLC | 2,241 | $390.4K | 0.00% | −185−7.6% | Reduced |
| Benjamin Edwards Inc | 2,219 | $386.5K | 0.00% | +304+15.9% | Added |
| Quadrant Capital Group LLC | 2,210 | $385.0K | 0.01% | −478−17.8% | Reduced |
| Two Sigma Advisers, LP | 2,200 | $383.2K | 0.00% | −1,100−33.3% | Reduced |
| ProShare Advisors LLC | 2,187 | $381.0K | 0.00% | −126−5.4% | Reduced |
| MQS Management LLC | 2,185 | $380.6K | 0.22% | +2,185 | New |
| Sterling Capital Management LLC | 2,128 | $370.7K | 0.01% | +28+1.3% | Added |
| Vista Finance, LLC | 2,123 | $369.8K | 0.25% | −105−4.7% | Reduced |
| Round Rock Advisors, LLC | 2,073 | $361.1K | 0.05% | 00.0% | Unchanged |
| Umb Bank N A | 2,073 | $361.1K | 0.00% | +668+47.5% | Added |
| HighPoint Advisor Group LLC | 2,062 | $359.2K | 0.01% | −3−0.1% | Reduced |
| Beacon Pointe Advisors, LLC | 2,054 | $357.8K | 0.00% | −89−4.2% | Reduced |
| Picton Mahoney Asset Management | 2,049 | $356.9K | 0.00% | +2,049 | New |
| Legacy Wealth Asset Management, LLC | 2,040 | $355.3K | 0.09% | +48+2.4% | Added |
| Glenmede Trust Co NA | 2,029 | $353.4K | 0.00% | +2,029 | New |
| We Are One Seven, LLC | 1,964 | $342.1K | 0.01% | +136+7.4% | Added |
| Argos Wealth Advisors, LLC | 1,930 | $336.2K | 0.10% | +1,930 | New |
| Concurrent Investment Advisors, LLC | 1,927 | $335.7K | 0.00% | +1,927 | New |
| Vise Technologies, Inc. | 1,919 | $334.3K | 0.01% | +685+55.5% | Added |
| North Dakota State Investment Board | 1,914 | $333.4K | 0.01% | +1,914 | New |
| Index Technologies Group LLC | 1,898 | $330.6K | 0.35% | +1,898 | New |
| AE Wealth Management LLC | 1,898 | $330.6K | 0.00% | +56+3.0% | Added |
| Rehmann Capital Advisory Group | 1,868 | $326.8K | 0.02% | −28−1.5% | Reduced |
| Boothbay Fund Management, LLC | 1,859 | $323.8K | 0.01% | +1,859 | New |
| Commonwealth Equity Services, LLC | 1,859 | $323.8K | 0.00% | −314−14.5% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 1,817 | $316.5K | 0.01% | +1,817 | New |
| Shelton Capital Management | 1,813 | $315.8K | 0.01% | −111−5.8% | Reduced |
| Anb Bank | 1,807 | $314.8K | 0.12% | −23−1.3% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,787 | $311.3K | 0.11% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 1,780 | $310.1K | 0.00% | +2+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,775 | $309.2K | 0.00% | +819+85.7% | Added |
| Kestra Private Wealth Services, LLC | 1,775 | $309.1K | 0.00% | −4,367−71.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,770 | $308.3K | 0.01% | −36−2.0% | Reduced |
| Axxcess Wealth Management, LLC | 1,761 | $306.7K | 0.01% | −1,176−40.0% | Reduced |
| Brown Miller Wealth Management, LLC | 1,761 | $306.7K | 0.08% | +41+2.4% | Added |
| Legato Capital Management LLC | 1,750 | $304.8K | 0.03% | +1,750 | New |
| Global Retirement Partners, LLC | 1,741 | $303.3K | 0.01% | +329+23.3% | Added |
| Trajan Wealth LLC | 1,738 | $302.7K | 0.01% | −94−5.1% | Reduced |
| Hamilton Capital Partners Inc. | 1,730 | $301.3K | 0.01% | +62+3.7% | Added |
| SFMG, LLC | 1,716 | $298.9K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,694 | $295.1K | 0.01% | +72+4.4% | Added |
| AlTi Global, Inc. | 1,677 | $292.1K | 0.01% | +1,677 | New |
| Vestmark Advisory Solutions, Inc. | 1,661 | $289.4K | 0.00% | −982−37.2% | Reduced |
| Fedenia Advisers LLC | 1,651 | $287.6K | 0.11% | +17+1.0% | Added |
| CIBC Asset Management Inc | 1,644 | $286.4K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,644 | $286.4K | 0.00% | +1,644 | New |
| Arkadios Wealth Advisors | 1,643 | $286.1K | 0.01% | +203+14.1% | Added |
| Skopos Labs, Inc. | 1,608 | $285.2K | 0.01% | +1,608 | New |
| Serenus Wealth Advisors, LLC | 1,610 | $280.4K | 0.05% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 1,572 | $273.8K | 0.03% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 1,569 | $273.3K | 0.03% | +510+48.2% | Added |
| Evoke Wealth, LLC | 1,563 | $272.3K | 0.01% | −161−9.3% | Reduced |
| KBC Group NV | 1,557 | $271.0K | 0.00% | 00.0% | Unchanged |