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 |
|---|---|---|---|---|---|
| Millstone Evans Group, LLC | 155 | $22.3K | 0.01% | +109+237.0% | Added |
| Private Trust Co NA | 163 | $23.4K | 0.00% | −6−3.6% | Reduced |
| Oakworth Capital, Inc. | 165 | $23.7K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 169 | $24.3K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 170 | $24.4K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 181 | $26.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 191 | $27.4K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 203 | $29.2K | 0.00% | −4−1.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 215 | $30.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 222 | $31.9K | 0.00% | −46−17.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 217 | $32.6K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 236 | $33.9K | 0.01% | +120+103.4% | Added |
| Vanguard National Trust Co | 260 | $37.3K | 0.00% | +260 | New |
| Versant Capital Management, Inc | 267 | $38.3K | 0.00% | −111−29.4% | Reduced |
| Farther Finance Advisors, LLC | 297 | $41.9K | 0.00% | −63−17.5% | Reduced |
| Massmutual Trust Co FSB | 298 | $42.8K | 0.00% | +163+120.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 334 | $48.0K | 0.02% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 345 | $49.5K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 354 | $50.8K | 0.06% | −438−55.3% | Reduced |
| Bessemer Group Inc | 354 | $51.0K | 0.00% | −835−70.2% | Reduced |
| Eurizon Capital SGR S.p.A. | 398 | $56.4K | 0.00% | +208+109.5% | Added |
| Wellington Grp LLC | 394 | $56.6K | 0.02% | −136−25.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 433 | $62.2K | 0.01% | −30,298−98.6% | Reduced |
| McGuire Capital Advisors Inc | 446 | $64.1K | 0.04% | −1,884−80.9% | Reduced |
| Anchor Investment Management, LLC | 450 | $64.6K | 0.01% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 499 | $71.7K | 0.07% | −364−42.2% | Reduced |
| Quarry LP | 499 | $71.7K | 0.01% | −19−3.7% | Reduced |
| Park Place Capital Corp | 553 | $79.4K | 0.02% | −3−0.5% | Reduced |
| Mather Group, LLC. | 584 | $83.9K | 0.00% | +584 | New |
| Covestor Ltd | 717 | $103.0K | 0.07% | −588−45.1% | Reduced |
| Signaturefd, LLC | 747 | $107.3K | 0.00% | +142+23.5% | Added |
| AdvisorNet Financial, Inc | 849 | $121.9K | 0.01% | −26−3.0% | Reduced |
| Parallel Advisors, LLC | 878 | $126.1K | 0.00% | −117−11.8% | Reduced |
| Brown Brothers Harriman & Co | 885 | $127.1K | 0.00% | +69+8.5% | Added |
| Allworth Financial LP | 905 | $130.0K | 0.00% | +50+5.8% | Added |
| Sankala Group LLC | 990 | $139.7K | 0.11% | −44−4.3% | Reduced |
| Stephenson National Bank & Trust | 974 | $139.9K | 0.04% | +348+55.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,039 | $149.2K | 0.00% | −736−41.5% | Reduced |
| Smartleaf Asset Management LLC | 1,089 | $153.7K | 0.01% | −30−2.7% | Reduced |
| MAI Capital Management | 1,108 | $159.1K | 0.00% | +343+44.8% | Added |
| Los Angeles Capital Management LLC | 1,199 | $172.2K | 0.00% | −2,096−63.6% | Reduced |
| Huntington National Bank | 1,240 | $178.1K | 0.00% | +84+7.3% | Added |
| Sterling Capital Management LLC | 1,270 | $182.4K | 0.00% | −858−40.3% | Reduced |
| IFP Advisors, Inc | 1,287 | $184.8K | 0.00% | −407−24.0% | Reduced |
| Horizon Investments, LLC | 1,320 | $189.6K | 0.00% | +187+16.5% | Added |
| MQS Management LLC | 1,393 | $200.1K | 0.14% | −792−36.2% | Reduced |
| Aigen Investment Management, LP | 1,415 | $203.2K | 0.05% | +1,415 | New |
| Evoke Wealth, LLC | 1,428 | $205.1K | 0.00% | −135−8.6% | Reduced |
| Arkadios Wealth Advisors | 1,497 | $215.0K | 0.00% | −146−8.9% | Reduced |
| Nisa Investment Advisors, LLC | 1,528 | $219.5K | 0.00% | +81+5.6% | Added |
| KBC Group NV | 1,557 | $224.0K | 0.00% | 00.0% | Unchanged |
| North Dakota State Investment Board | 1,581 | $227.1K | 0.01% | −333−17.4% | Reduced |
| Exchange Traded Concepts, LLC | 1,586 | $227.8K | 0.00% | −15,957−91.0% | Reduced |
| Serenus Wealth Advisors, LLC | 1,610 | $231.2K | 0.05% | 00.0% | Unchanged |
| AlTi Global, Inc. | 1,620 | $232.7K | 0.01% | −57−3.4% | Reduced |
| HB Wealth Management, LLC | 1,630 | $234.1K | 0.00% | +136+9.1% | Added |
| CIBC Asset Management Inc | 1,644 | $236.1K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 1,684 | $241.9K | 0.00% | −96−5.4% | Reduced |
| DRW Securities, LLC | 1,697 | $243.7K | 0.01% | +1,697 | New |
| Nilsine Partners, LLC | 1,531 | $244.5K | 0.02% | +1,531 | New |
| SFMG, LLC | 1,716 | $246.5K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,720 | $247.0K | 0.01% | +432+33.5% | Added |
| Hamilton Capital Partners Inc. | 1,730 | $248.5K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,745 | $250.6K | 0.01% | −25−1.4% | Reduced |
| Riverwater Partners LLC | 1,752 | $251.6K | 0.08% | +292+20.0% | Added |
| Kestra Private Wealth Services, LLC | 1,766 | $253.6K | 0.00% | −9−0.5% | Reduced |
| Quadrant Capital Group LLC | 1,769 | $254.1K | 0.01% | −441−20.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,844 | $258.9K | 0.00% | +437+31.1% | Added |
| Infrastructure Capital Advisors, LLC | 1,810 | $260.0K | 0.02% | +238+15.1% | Added |
| Shelton Capital Management | 1,813 | $260.4K | 0.01% | 00.0% | Unchanged |
| Sun Group Wealth Partners | 1,869 | $268.4K | 0.21% | +1,869 | New |
| Virtu Financial LLC | 1,871 | $269.0K | 0.01% | −3,084−62.2% | Reduced |
| ISAM Funds (UK) Ltd | 1,885 | $270.7K | 0.13% | +1,885 | New |
| Benjamin Edwards Inc | 1,907 | $273.9K | 0.00% | −312−14.1% | Reduced |
| Commonwealth Equity Services, LLC | 1,907 | $273.9K | 0.00% | +48+2.6% | Added |
| AlphaGrep UK Ltd | 1,910 | $274.3K | 0.08% | +1,910 | New |
| Mirabella Financial Services LLP | 1,918 | $275.5K | 0.03% | −1,001−34.3% | Reduced |
| Argos Wealth Advisors, LLC | 1,930 | $277.2K | 0.08% | 00.0% | Unchanged |
| Umb Bank N A | 1,971 | $283.1K | 0.00% | −102−4.9% | Reduced |
| Diversify Wealth Management, LLC | 1,847 | $288.2K | 0.01% | +550+42.4% | Added |
| Abel Hall, LLC | 2,023 | $290.5K | 0.06% | +2,023 | New |
| Vista Finance, LLC | 2,027 | $291.1K | 0.23% | −96−4.5% | Reduced |
| Gateway Investment Advisers LLC | 2,029 | $291.4K | 0.00% | +2,029 | New |
| Index Technologies Group LLC | 2,030 | $291.5K | 0.32% | +132+7.0% | Added |
| Glenmede Trust Co NA | 2,074 | $297.9K | 0.00% | +45+2.2% | Added |
| Cresset Asset Management, LLC | 2,076 | $298.1K | 0.00% | −5,047−70.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,077 | $298.3K | 0.07% | +37+1.8% | Added |
| Boothbay Fund Management, LLC | 2,097 | $301.2K | 0.01% | +238+12.8% | Added |
| Fifth Third Wealth Advisors LLC | 2,130 | $305.9K | 0.01% | +577+37.2% | Added |
| Aquatic Capital Management LLC | 2,164 | $310.8K | 0.01% | −1,943−47.3% | Reduced |
| ProShare Advisors LLC | 2,180 | $313.1K | 0.00% | −7−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,195 | $315.0K | 0.00% | −108−4.7% | Reduced |
| Accredited Investors Inc. | 2,196 | $315.4K | 0.02% | −4,207−65.7% | Reduced |
| We Are One Seven, LLC | 2,217 | $318.4K | 0.01% | +253+12.9% | Added |
| Private Advisor Group, LLC | 2,245 | $322.4K | 0.00% | +4+0.2% | Added |
| Trajan Wealth LLC | 2,274 | $326.6K | 0.01% | +536+30.8% | Added |
| Concurrent Investment Advisors, LLC | 2,280 | $327.5K | 0.00% | +353+18.3% | Added |
| Vise Technologies, Inc. | 1,919 | $334.3K | 0.01% | 00.0% | Unchanged |
| Wealthcare Capital Partners, LLC | 2,334 | $335.2K | 0.16% | +10+0.4% | Added |
| Beverly Hills Private Wealth, LLC | 2,386 | $342.7K | 0.06% | −117−4.7% | Reduced |