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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.

Institutional holdersQ1 2026: 547 institutions
Q1 2021: 276 institutionsQ2 2021: 302 institutionsQ3 2021: 308 institutionsQ4 2021: 344 institutionsQ1 2022: 343 institutionsQ2 2022: 324 institutionsQ3 2022: 323 institutionsQ4 2022: 335 institutionsQ1 2023: 330 institutionsQ2 2023: 331 institutionsQ3 2023: 338 institutionsQ4 2023: 393 institutionsQ1 2024: 399 institutionsQ2 2024: 416 institutionsQ3 2024: 452 institutionsQ4 2024: 506 institutionsQ1 2025: 525 institutionsQ2 2025: 549 institutionsQ3 2025: 553 institutionsQ4 2025: 579 institutionsQ1 2026: 547 institutionsQ2 2026: 520 institutions
Value heldQ1 2026: $7.72B
Q1 2021: $3.47BQ2 2021: $4.31BQ3 2021: $4.78BQ4 2021: $5.21BQ1 2022: $4.42BQ2 2022: $3.86BQ3 2022: $3.71BQ4 2022: $4.35BQ1 2023: $4.40BQ2 2023: $4.92BQ3 2023: $5.39BQ4 2023: $6.45BQ1 2024: $6.81BQ2 2024: $7.19BQ3 2024: $8.36BQ4 2024: $9.29BQ1 2025: $8.60BQ2 2025: $9.93BQ3 2025: $10.9BQ4 2025: $9.30BQ1 2026: $7.72BQ2 2026: $7.40B
Institutions holding HLI and their total value by quarter
QuarterHoldersValue
Q2 2026520$7.40B
Q1 2026547$7.72B
Q4 2025579$9.30B
Q3 2025553$10.9B
Q2 2025549$9.93B
Q1 2025525$8.60B
Q4 2024506$9.29B
Q3 2024452$8.36B
Q2 2024416$7.19B
Q1 2024399$6.81B
Q4 2023393$6.45B
Q3 2023338$5.39B
Q2 2023331$4.92B
Q1 2023330$4.40B
Q4 2022335$4.35B
Q3 2022323$3.71B
Q2 2022324$3.86B
Q1 2022343$4.42B
Q4 2021344$5.21B
Q3 2021308$4.78B
Q2 2021302$4.31B
Q1 2021276$3.47B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q4 2025.

Institutions holding HLI in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth6$00.00%+4+200.0%Added
Hughes Financial Services, LLC1$1440.00%−2−66.7%Reduced
Quaker Wealth Management, LLC1$1440.00%00.0%Unchanged
TFC Financial Management1$1440.00%00.0%Unchanged
Curio Wealth, LLC1$1440.00%+1New
Dunhill Financial, LLC1$1930.00%00.0%Unchanged
Financial Management Professionals, Inc.2$2870.00%00.0%Unchanged
Vermillion Wealth Management, Inc.2$2870.00%+2New
Intentional Wealth Strategies, LLC2$2870.00%+2New
HFM Investment Advisors, LLC3$4310.00%−10−76.9%Reduced
South State Corp.4$5750.00%+4New
Breakwater Investment Management4$5750.00%+4New
Creative Financial Designs Inc5$7180.00%00.0%Unchanged
American Capital Advisory, LLC5$7190.00%+5New
Rossby Financial, LCC6$8460.00%+4+200.0%Added
Harvest Fund Management Co., Ltd4$1.00K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC7$1.00K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC7$1.00K0.00%+7New
Marquette Asset Management, LLC7$1.01K0.00%+7New
SJS Investment Consulting Inc.8$1.15K0.00%−4−33.3%Reduced
Cromwell Holdings LLC8$1.15K0.00%00.0%Unchanged
Richardson Capital Management LLC8$1.15K0.00%+8New
MidFirst Bank8$1.15K0.00%+8New
SHP Wealth Management9$1.29K0.00%+2+28.6%Added
CoreCap Advisors, LLC9$1.29K0.00%00.0%Unchanged
Cornerstone Financial Management LLC9$1.29K0.00%+4+80.0%Added
Essential Partners LLC10$1.44K0.00%−13−56.5%Reduced
Manchester Capital Management LLC11$1.58K0.00%+1+10.0%Added
Investors Research Corp11$1.58K0.00%+11New
Bayban11$1.58K0.00%+11New
First Command Advisory Services, Inc.12$1.72K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.12$1.72K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC13$1.90K0.00%−13−50.0%Reduced
Hollencrest Capital Management14$2.01K0.00%00.0%Unchanged
Rialto Wealth Management, LLC14$2.01K0.00%+9+180.0%Added
Rothschild Investment LLC16$2.30K0.00%−89−84.8%Reduced
United Financial Planning Group LLC17$2.44K0.00%+17New
First Pacific Financial17$2.47K0.00%00.0%Unchanged
Dogwood Wealth Management LLC19$2.73K0.00%−50−72.5%Reduced
Whipplewood Advisors, LLC19$2.73K0.00%+19New
Raleigh Capital Management Inc.19$2.74K0.00%+19Added
TD Waterhouse Canada Inc.20$2.82K0.00%+20New
Bare Financial Services, Inc20$2.87K0.00%+12+150.0%Added
Scarborough Advisors, LLC20$2.87K0.00%+20New
Innovative Asset Advisors Group, LLC21$3.02K0.00%+21New
Private Wealth Management Group, LLC21$3.02K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC22$3.16K0.00%−1,153−98.1%Reduced
TD Private Client Wealth LLC22$3.16K0.00%−17−43.6%Reduced
Central Trust Co23$3.30K0.00%+23New
Sound Income Strategies, LLC26$3.67K0.00%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.26$3.73K0.00%00.0%Unchanged
PFS Partners, LLC26$3.77K0.00%00.0%Unchanged
Bravera Wealth27$3.88K0.00%−4−12.9%Reduced
ZRC Wealth Management, LLC27$3.88K0.00%+27New
Washington Trust Advisors, Inc.28$4.05K0.00%−3−9.7%Reduced
Sunbelt Securities, Inc.29$4.17K0.00%00.0%Unchanged
Sachetta, LLC30$4.31K0.00%+27+900.0%Added
Twin Peaks Wealth Advisors, LLC32$4.60K0.00%+32New
International Assets Investment Management, LLC33$4.65K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC33$4.74K0.00%+33New
MPWM Advisory Solutions, LLC35$5.03K0.00%00.0%Unchanged
American National Bank36$5.17K0.00%00.0%Unchanged
Westend Capital Management, LLC39$5.60K0.00%−2−4.9%Reduced
Keating Financial Advisory Services, Inc.40$5.75K0.00%+30+300.0%Added
SBI Securities Co., Ltd.42$6.03K0.00%00.0%Unchanged
Zions Bancorporation, National Association42$6.03K0.00%+42New
Farmers & Merchants Investments Inc44$6.32K0.00%00.0%Unchanged
Asset Dedication, LLC44$6.32K0.00%00.0%Unchanged
Entrust Financial LLC46$6.61K0.00%00.0%Unchanged
Nvest Wealth Strategies, Inc.50$7.18K0.01%00.0%Unchanged
Basepoint Wealth LLC52$7.42K0.00%+1+2.0%Added
North Star Investment Management Corp.53$7.55K0.00%+24+82.8%Added
TD Capital Management LLC56$8.02K0.00%+20+55.6%Added
JFS Wealth Advisors, LLC56$8.04K0.00%+1+1.8%Added
Clearstead Advisors, LLC61$8.76K0.00%−1,282−95.5%Reduced
SRS Capital Advisors, Inc.62$8.90K0.00%−201−76.4%Reduced
Quent Capital, LLC64$9.19K0.00%−28−30.4%Reduced
Westfuller Advisors, LLC67$9.62K0.00%00.0%Unchanged
Key Financial Inc67$9.62K0.00%00.0%Unchanged
Larson Financial Group LLC72$10.3K0.00%+13+22.0%Added
CVA Family Office, LLC74$10.6K0.00%+69+1,380.0%Added
Cornerstone Planning Group LLC72$10.8K0.00%−130−64.4%Reduced
Wolff Wiese Magana LLC75$10.8K0.01%00.0%Unchanged
Bogart Wealth, LLC75$10.8K0.00%+11+17.2%Added
Paladin Partners, LLC77$11.1K0.01%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.78$11.2K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.86$12.4K0.00%+14+19.4%Added
CX Institutional88$13.0K0.00%+88New
Bell Investment Advisors, Inc92$13.2K0.00%+4+4.5%Added
Financial Network Wealth Advisors LLC92$13.3K0.01%00.0%Unchanged
Root Financial Partners, LLC95$13.6K0.00%−57−37.5%Reduced
Toth Financial Advisory Corp100$14.4K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC104$14.9K0.00%00.0%Unchanged
Westside Investment Management, Inc.116$16.4K0.00%−32−21.6%Reduced
Fortitude Family Office, LLC115$16.5K0.00%+5+4.5%Added
Ameriflex Group, Inc.133$19.1K0.01%−48−26.5%Reduced
FWL Investment Management, LLC138$19.8K0.00%00.0%Unchanged
RWM Asset Management, LLC140$20.1K0.00%+140New
Golden State Equity Partners153$22.1K0.00%+153New
Golden State Wealth Management, LLC154$22.1K0.00%+1+0.7%Added