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 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 1,553 | $270.5K | 0.01% | +3+0.2% | Added |
| Ritholtz Wealth Management | 1,548 | $269.6K | 0.00% | +157+11.3% | Added |
| Ausdal Financial Partners, Inc. | 1,529 | $266.4K | 0.01% | +463+43.4% | Added |
| Intech Investment Management LLC | 1,520 | $264.8K | 0.00% | −8,498−84.8% | Reduced |
| Marex Group plc | 1,502 | $261.6K | 0.00% | +1,502 | New |
| HB Wealth Management, LLC | 1,494 | $260.2K | 0.00% | +327+28.0% | Added |
| Two Sigma Securities, LLC | 1,490 | $259.5K | 0.04% | +1,490 | New |
| Allspring Global Investments Holdings, LLC | 1,407 | $258.4K | 0.00% | +1,407 | New |
| Warren Averett Asset Management, LLC | 1,467 | $255.5K | 0.00% | +1,467 | New |
| Riverwater Partners LLC | 1,460 | $254.3K | 0.10% | +2+0.1% | Added |
| Nisa Investment Advisors, LLC | 1,447 | $252.1K | 0.00% | +4+0.3% | Added |
| FourThought Financial Partners, LLC | 1,418 | $247.1K | 0.02% | −35−2.4% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 1,413 | $246.4K | 0.05% | +1,413 | New |
| 111 Capital | 1,402 | $244.2K | 0.05% | +1,402 | New |
| Lido Advisors, LLC | 1,207 | $243.7K | 0.00% | +126+11.7% | Added |
| Okabena Investment Services Inc | 1,382 | $240.7K | 0.05% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,352 | $235.5K | 0.00% | −20−1.5% | Reduced |
| Merit Financial Group, LLC | 1,347 | $234.7K | 0.00% | −766−36.3% | Reduced |
| Diversify Wealth Management, LLC | 1,297 | $234.2K | 0.01% | +12+0.9% | Added |
| Clearstead Advisors, LLC | 1,343 | $233.9K | 0.00% | +945+237.4% | Added |
| OneAscent Wealth Management LLC | 1,323 | $230.5K | 0.08% | −296−18.3% | Reduced |
| Jefferies Financial Group Inc. | 1,317 | $229.4K | 0.00% | −61−4.4% | Reduced |
| Covestor Ltd | 1,305 | $227.0K | 0.12% | −52−3.8% | Reduced |
| Blueshift Asset Management, LLC | 1,294 | $225.4K | 0.07% | +1,294 | New |
| National Bank of Canada | 1,292 | $224.9K | 0.00% | +1,292 | New |
| Evergreen Capital Management LLC | 1,288 | $224.4K | 0.01% | −605−32.0% | Reduced |
| PFW Advisors LLC | 1,283 | $223.5K | 0.07% | −119−8.5% | Reduced |
| denkapparat Operations GmbH | 1,270 | $221.2K | 0.12% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,263 | $220.0K | 0.01% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,237 | $219.5K | 0.02% | −87−6.6% | Reduced |
| Blair William & Co | 1,260 | $219.5K | 0.00% | +37+3.0% | Added |
| Meeder Advisory Services, Inc. | 1,250 | $217.7K | 0.01% | +17+1.4% | Added |
| Martingale Asset Management L P | 1,223 | $213.0K | 0.01% | −310−20.2% | Reduced |
| OneAscent Family Office, LLC | 1,223 | $213.0K | 0.14% | −5−0.4% | Reduced |
| Independent Advisor Alliance | 1,220 | $212.5K | 0.01% | +43+3.7% | Added |
| Sagespring Wealth Partners, LLC | 1,200 | $209.1K | 0.00% | −81−6.3% | Reduced |
| Resources Investment Advisors, LLC. | 1,200 | $209.1K | 0.00% | −14−1.2% | Reduced |
| Bannerstone Capital Management, LLC | 1,197 | $208.4K | 0.20% | +1,197 | New |
| OneAscent Financial Services LLC | 1,195 | $208.2K | 0.02% | +1,195 | New |
| Bessemer Group Inc | 1,189 | $208.0K | 0.00% | −481−28.8% | Reduced |
| Johnson Investment Counsel Inc | 1,191 | $207.5K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 1,175 | $204.6K | 0.07% | −23−1.9% | Reduced |
| Equitable Holdings, Inc. | 1,169 | $203.6K | 0.00% | +1,169 | New |
| Profund Advisors LLC | 1,165 | $202.9K | 0.01% | −105−8.3% | Reduced |
| Huntington National Bank | 1,156 | $201.4K | 0.00% | +60+5.5% | Added |
| Horizon Investments, LLC | 1,133 | $197.4K | 0.00% | −27,453−96.0% | Reduced |
| Smartleaf Asset Management LLC | 1,119 | $196.8K | 0.01% | −56−4.8% | Reduced |
| Parallel Advisors, LLC | 995 | $173.3K | 0.00% | +10+1.0% | Added |
| Caitong International Asset Management Co., Ltd | 983 | $171.2K | 0.04% | +983 | New |
| Sankala Group LLC | 1,034 | $169.4K | 0.14% | +1,034 | New |
| Aster Capital Management (DIFC) Ltd | 960 | $167.2K | 0.07% | −1,489−60.8% | Reduced |
| AdvisorNet Financial, Inc | 875 | $152.4K | 0.01% | +17+2.0% | Added |
| AlphaCentric Advisors LLC | 863 | $150.3K | 0.15% | +863 | New |
| Allworth Financial LP | 855 | $148.9K | 0.00% | −150−14.9% | Reduced |
| Brown Brothers Harriman & Co | 816 | $142.1K | 0.00% | −492−37.6% | Reduced |
| Bayforest Capital Ltd | 792 | $138.0K | 0.10% | −103−11.5% | Reduced |
| MAI Capital Management | 765 | $133.3K | 0.00% | +52+7.3% | Added |
| Stephenson National Bank & Trust | 626 | $109.0K | 0.03% | −487−43.8% | Reduced |
| Signaturefd, LLC | 605 | $105.4K | 0.00% | −54−8.2% | Reduced |
| Park Place Capital Corp | 556 | $96.8K | 0.02% | +9+1.6% | Added |
| Wellington Grp LLC | 530 | $92.3K | 0.03% | +530 | New |
| Quarry LP | 518 | $90.2K | 0.01% | +518 | New |
| Anchor Investment Management, LLC | 450 | $78.4K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 400 | $69.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 378 | $65.8K | 0.01% | +2+0.5% | Added |
| Farther Finance Advisors, LLC | 360 | $62.7K | 0.00% | −107−22.9% | Reduced |
| Emerald Advisers, LLC | 345 | $60.1K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 334 | $58.2K | 0.02% | +334 | New |
| CIBC Private Wealth Group, LLC | 277 | $48.3K | 0.00% | +177+177.0% | Added |
| Parkside Financial Bank & Trust | 268 | $46.7K | 0.00% | −40−13.0% | Reduced |
| SRS Capital Advisors, Inc. | 263 | $45.8K | 0.00% | −1,729−86.8% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 235 | $40.9K | 0.01% | +235 | New |
| TCTC Holdings, LLC | 232 | $40.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 217 | $37.8K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 215 | $37.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 202 | $36.5K | 0.01% | +1+0.5% | Added |
| Quest Partners LLC | 208 | $36.2K | 0.00% | −186−47.2% | Reduced |
| UMA Financial Services, Inc. | 207 | $36.1K | 0.01% | −5−2.4% | Reduced |
| Eurizon Capital SGR S.p.A. | 190 | $33.4K | 0.00% | +190 | New |
| Trust Co of Toledo NA | 191 | $33.3K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 181 | $31.5K | 0.02% | −181−50.0% | Reduced |
| Clark Wealth Partners | 181 | $31.5K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 170 | $29.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 169 | $29.4K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 169 | $29.4K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 165 | $28.7K | 0.00% | +165 | New |
| Golden State Wealth Management, LLC | 153 | $26.7K | 0.00% | +26+20.5% | Added |
| Root Financial Partners, LLC | 152 | $26.5K | 0.00% | +1+0.7% | Added |
| Flagship Harbor Advisors, LLC | 151 | $26.3K | 0.00% | +151 | New |
| Westside Investment Management, Inc. | 148 | $26.1K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 138 | $24.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 135 | $23.5K | 0.00% | −1−0.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 116 | $20.2K | 0.00% | +86+286.7% | Added |
| Fortitude Family Office, LLC | 110 | $19.2K | 0.00% | +1+0.9% | Added |
| Rothschild Investment LLC | 105 | $18.3K | 0.00% | −220−67.7% | Reduced |
| HHM Wealth Advisors, LLC | 104 | $18.1K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $17.4K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $17.4K | 0.00% | +100 | New |
| DV Trading LLC | 98 | $17.1K | 0.00% | +98 | New |
| Financial Network Wealth Advisors LLC | 92 | $16.1K | 0.02% | −21−18.6% | Reduced |