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, Q1 2026
Institutional positions in Houlihan Lokey, Inc. as of Mar 31, 2026. 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
- 547
- −24 vs. Q4 2025
- Shares held
- 54.9M
- +6.39M (+13.2%) vs. Q4 2025
- Total value
- $7.72B
- −$534.2M (−6.5%) vs. Q4 2025
- New holders
- 73
- 192 more added
- Sold out
- 97
- 213 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,280,800 | $758.4M | 0.01% | +39,479+0.8% | Added |
| Vanguard Portfolio Management LLC | 2,778,410 | $399.0M | 0.02% | +2,778,410 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2,642,146 | $379.5M | 1.11% | −130,661−4.7% | Reduced |
| Vanguard Capital Management LLC | 2,419,332 | $347.5M | 0.01% | +2,419,332 | New |
| Earnest Partners LLC | 2,228,984 | $320.1M | 1.32% | −62,527−2.7% | Reduced |
| Royal Bank of Canada | 1,751,495 | $251.6M | 0.05% | +48,126+2.8% | Added |
| State Street Corp | 1,693,696 | $243.2M | 0.01% | −9,599−0.6% | Reduced |
| Morgan Stanley | 1,592,009 | $228.6M | 0.01% | +1,041,701+189.3% | Added |
| Wellington Management Group LLP | 1,361,410 | $195.5M | 0.04% | +77,597+6.0% | Added |
| Geode Capital Management, LLC | 1,351,209 | $194.1M | 0.01% | −67,340−4.7% | Reduced |
| Capital Research Global Investors | 1,314,674 | $188.8M | 0.03% | +352,411+36.6% | Added |
| Bank of Montreal | 1,149,599 | $165.1M | 0.07% | −49,860−4.2% | Reduced |
| Bamco Inc | 1,061,403 | $152.4M | 0.46% | −62,548−5.6% | Reduced |
| Bank of America Corp | 950,872 | $136.6M | 0.01% | −2,968−0.3% | Reduced |
| FMR LLC | 856,024 | $122.9M | 0.01% | −269,438−23.9% | Reduced |
| Fiduciary Management Inc | 803,572 | $115.4M | 1.43% | +106,279+15.2% | Added |
| Champlain Investment Partners, LLC | 717,724 | $103.1M | 1.31% | +258,624+56.3% | Added |
| Raymond James Financial Inc | 701,587 | $99.3M | 0.03% | −94,774−11.9% | Reduced |
| SEI Investments Co | 689,532 | $99.0M | 0.09% | +626+0.1% | Added |
| Clearbridge Investments, LLC | 625,228 | $89.8M | 0.08% | +56,345+9.9% | Added |
| Goldman Sachs Group Inc | 623,716 | $89.6M | 0.01% | +78,854+14.5% | Added |
| Dimensional Fund Advisors LP | 616,519 | $88.5M | 0.02% | +81,182+15.2% | Added |
| Neuberger Berman Group LLC | 610,943 | $87.7M | 0.07% | −17,835−2.8% | Reduced |
| Westfield Capital Management Co LP | 543,611 | $78.1M | 0.33% | +23,609+4.5% | Added |
| Northern Trust Corp | 526,682 | $75.6M | 0.01% | +17,011+3.3% | Added |
| Citadel Advisors LLC | 488,152 | $70.1M | 0.05% | +421,069+627.7% | Added |
| Invesco Ltd. | 474,774 | $68.2M | 0.01% | −286,187−37.6% | Reduced |
| Jennison Associates LLC | 468,557 | $67.3M | 0.05% | −119,210−20.3% | Reduced |
| Charles Schwab Investment Management Inc | 452,611 | $65.0M | 0.01% | +30,267+7.2% | Added |
| Bank of New York Mellon Corp | 420,646 | $60.4M | 0.01% | −3,607−0.9% | Reduced |
| Van Berkom & Associates Inc. | 405,978 | $58.3M | 1.90% | +28,600+7.6% | Added |
| AQR Capital Management LLC | 399,342 | $57.3M | 0.03% | +19,864+5.2% | Added |
| Nomura Asset Management International Inc. | 379,183 | $54.5M | 0.09% | −7,725−2.0% | Reduced |
| Fiera Capital Corp | 361,609 | $51.9M | 0.18% | +9,030+2.6% | Added |
| UBS Group AG | 359,105 | $51.6M | 0.01% | +121,877+51.4% | Added |
| GW&K Investment Management, LLC | 354,095 | $50.9M | 0.45% | −2,160−0.6% | Reduced |
| Thrivent Financial for Lutherans | 349,756 | $50.2M | 0.10% | −359,091−50.7% | Reduced |
| Natixis Advisors, L.P. | 347,746 | $49.9M | 0.07% | +22,082+6.8% | Added |
| Wells Fargo & Company | 346,367 | $49.7M | 0.01% | −47,534−12.1% | Reduced |
| Vanguard Fiduciary Trust Co | 340,393 | $48.9M | 0.01% | +340,393 | New |
| Envestnet Asset Management Inc | 329,441 | $47.3M | 0.01% | −13,973−4.1% | Reduced |
| Jones Financial Companies LLLP | 297,478 | $41.4M | 0.02% | +291,281+4,700.4% | Added |
| Caisse de Depot Et Placement du Quebec | 272,060 | $39.1M | 0.06% | +38,013+16.2% | Added |
| Handelsbanken Fonder AB | 260,558 | $37.4M | 0.12% | −52,900−16.9% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 257,692 | $37.0M | 1.80% | +229+0.1% | Added |
| Qube Research & Technologies Ltd | 255,164 | $36.6M | 0.05% | +81,148+46.6% | Added |
| Schroder Investment Management Group | 258,230 | $36.4M | 0.03% | +32,845+14.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 248,770 | $35.7M | 0.36% | +248,770 | New |
| Eventide Asset Management, LLC | 236,136 | $33.8M | 0.56% | +1,732+0.7% | Added |
| Congress Asset Management Co | 232,980 | $33.5M | 0.24% | −33,676−12.6% | Reduced |
| Tudor Investment Corp Et Al | 232,715 | $33.4M | 0.18% | +105,738+83.3% | Added |
| Barlow Wealth Partners, Inc. | 205,159 | $33.3M | 3.70% | +772+0.4% | Added |
| Ancora Advisors, LLC | 223,357 | $32.1M | 0.68% | −56,904−20.3% | Reduced |
| Argent Capital Management LLC | 202,422 | $29.1M | 0.92% | −33,673−14.3% | Reduced |
| Franklin Resources Inc | 194,975 | $28.0M | 0.01% | −44,699−18.6% | Reduced |
| HighTower Advisors, LLC | 193,014 | $27.7M | 0.03% | −29,843−13.4% | Reduced |
| UBS Asset Management Americas Inc | 174,863 | $25.1M | 0.01% | +21,201+13.8% | Added |
| Flputnam Investment Management Co | 173,532 | $24.9M | 0.37% | +2,286+1.3% | Added |
| Interval Partners, LP | 170,008 | $24.4M | 0.84% | +85,054+100.1% | Added |
| BNP Paribas Arbitrage, SA | 156,922 | $22.5M | 0.01% | +142,913+1,020.2% | Added |
| Rhumbline Advisers | 156,848 | $22.5M | 0.02% | −495−0.3% | Reduced |
| JPMorgan Chase & Co | 158,464 | $22.4M | 0.00% | −660.0% | Reduced |
| Millennium Management LLC | 151,949 | $21.8M | 0.02% | +43,022+39.5% | Added |
| Renaissance Group LLC | 151,275 | $21.7M | 0.91% | −33,745−18.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 140,050 | $20.1M | 0.01% | −393,406−73.7% | Reduced |
| D. E. Shaw & Co., Inc. | 138,517 | $19.9M | 0.02% | −9,723−6.6% | Reduced |
| Fenimore Asset Management Inc | 138,466 | $19.9M | 0.44% | +14,794+12.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 137,244 | $19.7M | 0.05% | +37,664+37.8% | Added |
| Public Employees Retirement Association of Colorado | 124,451 | $17.9M | 0.07% | −21,800−14.9% | Reduced |
| Brown Advisory Inc | 122,163 | $17.5M | 0.03% | −18,779−13.3% | Reduced |
| Principal Financial Group Inc | 121,733 | $17.5M | 0.01% | +4,637+4.0% | Added |
| Segall Bryant & Hamill, LLC | 120,258 | $17.3M | 0.25% | +32,276+36.7% | Added |
| GHP Investment Advisors, Inc. | 118,797 | $17.1M | 0.70% | −480.0% | Reduced |
| Assenagon Asset Management S.A. | 117,605 | $16.9M | 0.03% | +117,605 | New |
| Nuveen, LLC | 117,197 | $16.8M | 0.00% | −1,623−1.4% | Reduced |
| Balyasny Asset Management LLC | 116,331 | $16.7M | 0.03% | +116,331 | New |
| Amundi | 113,465 | $16.3M | 0.00% | +86,628+322.8% | Added |
| Capital International Investors | 112,959 | $16.2M | 0.00% | −200,273−63.9% | Reduced |
| Swiss National Bank | 107,836 | $15.5M | 0.01% | +600+0.6% | Added |
| California Public Employees Retirement System | 107,374 | $15.4M | 0.01% | +3,431+3.3% | Added |
| Two Sigma Investments, LP | 106,282 | $15.3M | 0.01% | +106,282 | New |
| Ameriprise Financial Inc | 105,177 | $15.1M | 0.00% | −96,687−47.9% | Reduced |
| Barclays PLC | 99,916 | $14.3M | 0.01% | −22,984−18.7% | Reduced |
| Montanaro Asset Management Ltd | 98,250 | $14.1M | 4.22% | +600+0.6% | Added |
| New York State Common Retirement Fund | 90,625 | $13.0M | 0.02% | −4,600−4.8% | Reduced |
| Jain Global LLC | 90,583 | $13.0M | 0.17% | +14,130+18.5% | Added |
| Alps Advisors Inc | 89,324 | $12.8M | 0.06% | −3,465−3.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 89,099 | $12.8M | 0.01% | +10,257+13.0% | Added |
| Alliancebernstein L.P. | 69,828 | $12.2M | 0.00% | −282,310−80.2% | Reduced |
| Citigroup Inc | 84,324 | $12.1M | 0.01% | −3,756−4.3% | Reduced |
| ArrowMark Colorado Holdings LLC | 84,086 | $12.1M | 0.32% | −2,515−2.9% | Reduced |
| ExodusPoint Capital Management, LP | 82,574 | $11.9M | 0.12% | +28,549+52.8% | Added |
| LPL Financial LLC | 81,026 | $11.6M | 0.00% | −34,427−29.8% | Reduced |
| Whittier Trust Co | 78,222 | $11.0M | 0.12% | +7,294+10.3% | Added |
| Legal & General Group Plc | 76,171 | $10.9M | 0.00% | −10,038−11.6% | Reduced |
| Voloridge Investment Management, LLC | 73,797 | $10.6M | 0.04% | +40,302+120.3% | Added |
| Atwood & Palmer Inc | 72,270 | $10.4M | 0.59% | +2,310+3.3% | Added |
| Prudential Financial Inc | 68,827 | $9.88M | 0.01% | +32,135+87.6% | Added |
| Retirement Systems of Alabama | 66,635 | $9.57M | 0.03% | +1,209+1.8% | Added |
| Aptus Capital Advisors, LLC | 66,579 | $9.56M | 0.08% | +690+1.0% | Added |