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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 2,428 | $348.7K | 0.00% | −5,026−67.4% | Reduced |
| Two Sigma Securities, LLC | 2,454 | $352.4K | 0.04% | +964+64.7% | Added |
| Baker Ellis Asset Management LLC | 2,500 | $359.1K | 0.04% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 2,552 | $366.7K | 0.02% | +684+36.6% | Added |
| DnB Asset Management AS | 2,562 | $368.0K | 0.00% | +2,562 | New |
| Vestcor Inc | 2,574 | $370.0K | 0.01% | −3,803−59.6% | Reduced |
| Jump Financial, LLC | 2,600 | $373.4K | 0.01% | +2,600 | New |
| Wealth Alliance | 2,602 | $373.7K | 0.04% | +7+0.3% | Added |
| Sequoia Financial Advisors, LLC | 2,618 | $376.0K | 0.00% | −3,089−54.1% | Reduced |
| Krilogy Financial LLC | 2,405 | $381.9K | 0.01% | +2,405 | New |
| Lecap Asset Management Ltd | 2,676 | $384.3K | 0.14% | −1,354−33.6% | Reduced |
| Maryland State Retirement & Pension System | 2,697 | $387.3K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,700 | $387.8K | 0.07% | +2,700 | New |
| First Bank & Trust | 2,717 | $390.2K | 0.06% | −337−11.0% | Reduced |
| Fiduciary Trust Co | 2,765 | $397.1K | 0.00% | −58−2.1% | Reduced |
| State of Wyoming | 2,770 | $397.8K | 0.05% | −1,047−27.4% | Reduced |
| Inceptionr LLC | 2,778 | $399.0K | 0.10% | +2,778 | New |
| Walleye Capital LLC | 2,788 | $400.4K | 0.00% | −112,360−97.6% | Reduced |
| EntryPoint Capital, LLC | 2,800 | $402.1K | 0.12% | +2,800 | New |
| Ethic Inc. | 2,802 | $402.4K | 0.01% | −1,225−30.4% | Reduced |
| OneAscent Investment Solutions LLC | 2,806 | $403.0K | 0.40% | −7−0.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,822 | $405.3K | 0.01% | +344+13.9% | Added |
| Utah Retirement Systems | 2,859 | $410.6K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,868 | $411.9K | 0.01% | +136+5.0% | Added |
| Venturi Wealth Management, LLC | 2,893 | $415.5K | 0.02% | +2,893 | New |
| Aviva PLC | 2,927 | $420.4K | 0.00% | +144+5.2% | Added |
| Dynasty Wealth Management, LLC | 3,031 | $435.4K | 0.00% | −67−2.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,033 | $435.6K | 0.00% | +676+28.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 3,040 | $436.6K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,041 | $436.7K | 0.01% | −126−4.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,049 | $437.9K | 0.01% | +3,049 | New |
| Integrated Investment Consultants, LLC | 3,101 | $445.4K | 0.09% | −194−5.9% | Reduced |
| Optimize Financial Inc | 3,152 | $452.7K | 0.22% | +830+35.7% | Added |
| Integrated Wealth Concepts LLC | 3,156 | $453.3K | 0.00% | +3,156 | New |
| Mount Lucas Management LP | 3,162 | $454.1K | 0.17% | −2,429−43.4% | Reduced |
| Mercer Global Advisors Inc | 3,191 | $458.3K | 0.00% | −920−22.4% | Reduced |
| ING Groep NV | 3,200 | $459.6K | 0.00% | +3,200 | New |
| Vestmark Advisory Solutions, Inc. | 3,206 | $460.6K | 0.01% | +1,545+93.0% | Added |
| Janney Montgomery Scott LLC | 3,245 | $466.0K | 0.00% | −148−4.4% | Reduced |
| Skopos Labs, Inc. | 3,370 | $484.0K | 0.02% | +1,762+109.6% | Added |
| Keybank National Association | 3,400 | $488.3K | 0.00% | −5,105−60.0% | Reduced |
| Swiss Life Asset Management Ltd | 3,463 | $497.4K | 0.00% | −545−13.6% | Reduced |
| Clifford Group, LLC | 3,477 | $499.4K | 0.38% | −329−8.6% | Reduced |
| Susquehanna International Group, LLP | 3,519 | $505.4K | 0.00% | −8,702−71.2% | Reduced |
| CAPROCK Group, Inc. | 3,522 | $505.9K | 0.01% | +781+28.5% | Added |
| Federation des caisses Desjardins du Quebec | 3,563 | $511.7K | 0.00% | −4,400−55.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 3,583 | $514.6K | 0.00% | +1,939+117.9% | Added |
| Beacon Pointe Advisors, LLC | 3,596 | $516.5K | 0.00% | +1,542+75.1% | Added |
| Brookstone Capital Management | 3,669 | $527.0K | 0.01% | −122−3.2% | Reduced |
| Guggenheim Capital LLC | 3,692 | $530.2K | 0.00% | +464+14.4% | Added |
| Studio Investment Management LLC | 3,761 | $540.2K | 0.10% | +47+1.3% | Added |
| Mariner, LLC | 3,819 | $548.7K | 0.00% | −10,128−72.6% | Reduced |
| Yorktown Management & Research Co Inc | 3,850 | $552.9K | 0.46% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 3,888 | $558.4K | 0.24% | +176+4.7% | Added |
| Moneta Group Investment Advisors LLC | 3,907 | $561.1K | 0.00% | −1,360−25.8% | Reduced |
| Securian Asset Management, Inc | 3,951 | $567.4K | 0.02% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 3,999 | $574.3K | 0.08% | −951−19.2% | Reduced |
| Ronald Blue Trust, Inc. | 4,016 | $576.7K | 0.01% | +160+4.1% | Added |
| LRT Capital Management, LLC | 4,122 | $592.0K | 0.55% | +4,122 | New |
| Vident Advisory, LLC | 4,254 | $611.1K | 0.01% | +1,578+59.0% | Added |
| Crossmark Global Holdings, Inc. | 4,287 | $615.7K | 0.01% | −26−0.6% | Reduced |
| AXA S.A. | 4,307 | $618.6K | 0.24% | −430−9.1% | Reduced |
| Magnetar Financial LLC | 4,319 | $620.3K | 0.01% | −477−9.9% | Reduced |
| Federated Hermes, Inc. | 4,321 | $620.6K | 0.00% | −63−1.4% | Reduced |
| Connable Office Inc | 4,347 | $624.3K | 0.06% | −762−14.9% | Reduced |
| Bridges Investment Management Inc | 4,417 | $634.4K | 0.01% | −616−12.2% | Reduced |
| Naples Global Advisors, LLC | 4,450 | $639.1K | 0.05% | +485+12.2% | Added |
| Apriem Advisors | 4,481 | $643.6K | 0.06% | +4,481 | New |
| Inspire Advisors, LLC | 4,529 | $650.5K | 0.05% | +1,427+46.0% | Added |
| J2 Capital Management Inc | 4,567 | $655.9K | 0.45% | +1,441+46.1% | Added |
| Stegent Equity Advisors, Inc. | 4,593 | $659.6K | 0.56% | −3,538−43.5% | Reduced |
| First Eagle Investment Management, LLC | 4,875 | $700.1K | 0.00% | +351+7.8% | Added |
| Norden Group LLC | 4,878 | $700.6K | 0.07% | −165−3.3% | Reduced |
| Strategic Wealth Designers | 4,903 | $704.2K | 0.09% | −83−1.7% | Reduced |
| Captrust Financial Advisors | 4,960 | $712.4K | 0.00% | −283−5.4% | Reduced |
| Axq Capital, LP | 5,005 | $718.8K | 0.09% | −566−10.2% | Reduced |
| Landscape Capital Management, L.L.C. | 5,048 | $725.0K | 0.05% | +5,048 | New |
| Voya Investment Management LLC | 5,198 | $746.5K | 0.00% | −78−1.5% | Reduced |
| Sendero Wealth Management, LLC | 5,212 | $748.5K | 0.08% | +900+20.9% | Added |
| James Investment Research Inc | 5,248 | $753.7K | 0.08% | +6+0.1% | Added |
| Jefferies Financial Group Inc. | 5,400 | $775.5K | 0.01% | +4,083+310.0% | Added |
| PDT Partners, LLC | 5,403 | $776.0K | 0.05% | −19,378−78.2% | Reduced |
| State of Alaska, Department of Revenue | 5,415 | $777.0K | 0.01% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 5,425 | $779.1K | 0.03% | −262−4.6% | Reduced |
| Union Bancaire Privee, UBP SA | 5,774 | $802.6K | 0.01% | +599+11.6% | Added |
| Callan Family Office, LLC | 5,601 | $804.4K | 0.02% | +1,497+36.5% | Added |
| M&T Bank Corp | 5,704 | $819.7K | 0.00% | −989−14.8% | Reduced |
| Sowell Financial Services LLC | 5,770 | $828.7K | 0.03% | +292+5.3% | Added |
| TD Asset Management Inc | 5,900 | $847.4K | 0.00% | 00.0% | Unchanged |
| Intrust Bank NA | 5,904 | $847.9K | 0.07% | −608−9.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,999 | $861.5K | 0.00% | −2,837−32.1% | Reduced |
| Bank of Nova Scotia | 6,363 | $913.9K | 0.00% | +2,477+63.7% | Added |
| New York Life Investment Management LLC | 6,529 | $937.7K | 0.01% | +1,648+33.8% | Added |
| GAMMA Investing LLC | 6,559 | $942.0K | 0.04% | +973+17.4% | Added |
| Taylor Frigon Capital Management LLC | 6,641 | $953.7K | 0.54% | −259−3.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,732 | $966.9K | 0.03% | −318−4.5% | Reduced |
| Truist Financial Corp | 6,985 | $1.00M | 0.00% | −697−9.1% | Reduced |
| Summit Trail Advisors, LLC | 7,029 | $1.01M | 0.01% | +167+2.4% | Added |
| Resources Management Corp | 7,045 | $1.01M | 0.13% | +1,112+18.7% | Added |
| Park Avenue Securities LLC | 7,077 | $1.02M | 0.01% | −1,279−15.3% | Reduced |