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 |
|---|---|---|---|---|---|
| QRG Capital Management, Inc. | 7,444 | $1.07M | 0.01% | −6,520−46.7% | Reduced |
| Diversified Trust Co | 7,506 | $1.08M | 0.02% | +3,451+85.1% | Added |
| GWM Advisors LLC | 7,651 | $1.10M | 0.00% | −13,915−64.5% | Reduced |
| Fisher Asset Management, LLC | 7,708 | $1.11M | 0.00% | +7,708 | New |
| Brinker Capital Investments, LLC | 7,722 | $1.11M | 0.01% | −2,625−25.4% | Reduced |
| Numerai GP LLC | 7,937 | $1.14M | 0.11% | +2,788+54.1% | Added |
| CWM, LLC | 7,946 | $1.14M | 0.00% | −2,320−22.6% | Reduced |
| Henshaw Capital LLC | 7,964 | $1.14M | 0.04% | +7,964 | New |
| Cim, LLC | 8,152 | $1.17M | 0.17% | −48−0.6% | Reduced |
| Brevan Howard Capital Management LP | 8,172 | $1.17M | 0.01% | +8,172 | New |
| Pacer Advisors, Inc. | 8,198 | $1.18M | 0.00% | +133+1.6% | Added |
| Mayflower Financial Advisors, LLC | 1,122,126 | $1.19M | 0.14% | −60.0% | Reduced |
| Highland Capital Management, LLC | 8,358 | $1.20M | 0.06% | −42−0.5% | Reduced |
| Gibbs Wealth Management | 8,412 | $1.21M | 0.16% | −349−4.0% | Reduced |
| Richard Bernstein Advisors LLC | 8,492 | $1.22M | 0.04% | 00.0% | Unchanged |
| Xponance, Inc. | 8,585 | $1.23M | 0.01% | +1,466+20.6% | Added |
| Pictet Asset Management Holding SA | 8,606 | $1.24M | 0.00% | +516+6.4% | Added |
| Assetmark, Inc | 8,721 | $1.25M | 0.00% | −1,269−12.7% | Reduced |
| Spears Abacus Advisors LLC | 9,094 | $1.31M | 0.03% | −790−8.0% | Reduced |
| Crawford Investment Counsel Inc | 9,506 | $1.37M | 0.02% | +1,090+13.0% | Added |
| Appleton Partners Inc | 9,559 | $1.37M | 0.10% | −1,695−15.1% | Reduced |
| Diversified Management Inc | 9,654 | $1.39M | 0.24% | +9,654 | New |
| Quantbot Technologies LP | 9,815 | $1.41M | 0.06% | +9,815 | New |
| Rockefeller Capital Management L.P. | 9,907 | $1.42M | 0.00% | −756−7.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 10,271 | $1.48M | 0.14% | +921+9.9% | Added |
| New Mexico Educational Retirement Board | 10,600 | $1.52M | 0.05% | 00.0% | Unchanged |
| Natixis | 10,756 | $1.54M | 0.01% | +3,783+54.3% | Added |
| Alyeska Investment Group, L.P. | 10,806 | $1.55M | 0.00% | +10,806 | New |
| Bokf, NA | 10,863 | $1.56M | 0.02% | +315+3.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 11,220 | $1.59M | 0.00% | −1,724−13.3% | Reduced |
| Oregon Public Employees Retirement Fund | 11,130 | $1.60M | 0.02% | +200+1.8% | Added |
| King Luther Capital Management Corp | 11,725 | $1.68M | 0.01% | −34,799−74.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 11,806 | $1.70M | 0.28% | +8,526+259.9% | Added |
| Alpine Woods Capital Investors, LLC | 11,975 | $1.72M | 0.41% | +8,288+224.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,176 | $1.75M | 0.03% | −21−0.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,400 | $1.78M | 0.00% | +907+7.9% | Added |
| KLP Kapitalforvaltning AS | 12,700 | $1.82M | 0.01% | +800+6.7% | Added |
| State of Michigan Retirement System | 13,100 | $1.88M | 0.01% | +200+1.6% | Added |
| StonePine Asset Management Inc. | 13,294 | $1.91M | 0.01% | −61,201−82.2% | Reduced |
| Vanguard Investments Australia, Ltd. | 13,567 | $1.95M | 0.01% | +13,567 | New |
| SummitTX Capital, L.P. | 13,590 | $1.95M | 0.06% | +6,481+91.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,619 | $1.96M | 0.01% | −23−0.2% | Reduced |
| HRT Financial LP | 13,655 | $1.96M | 0.00% | +13,655 | New |
| Oak Thistle LLC | 13,954 | $2.00M | 0.19% | +3,276+30.7% | Added |
| Davenport & Co LLC | 14,063 | $2.02M | 0.01% | +54+0.4% | Added |
| MML Investors Services, LLC | 14,132 | $2.03M | 0.01% | −6,468−31.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 14,147 | $2.03M | 0.01% | −86−0.6% | Reduced |
| Canada Pension Plan Investment Board | 14,700 | $2.11M | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,984 | $2.15M | 0.01% | −186−1.2% | Reduced |
| Atria Investments LLC | 15,422 | $2.21M | 0.02% | −4,228−21.5% | Reduced |
| VELA Investment Management, LLC | 15,614 | $2.24M | 0.58% | +15,614 | New |
| Victory Capital Management Inc | 15,752 | $2.26M | 0.00% | −9,217−36.9% | Reduced |
| Louisiana State Employees Retirement System | 15,800 | $2.27M | 0.04% | +700+4.6% | Added |
| JustInvest LLC | 15,909 | $2.28M | 0.02% | +6,853+75.7% | Added |
| State of Wisconsin Investment Board | 15,922 | $2.29M | 0.01% | +5,496+52.7% | Added |
| State of New Jersey Common Pension Fund D | 16,120 | $2.32M | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 16,429 | $2.36M | 0.02% | −2,061−11.1% | Reduced |
| The PNC Financial Services Group, Inc. | 16,590 | $2.38M | 0.00% | −81−0.5% | Reduced |
| Yousif Capital Management, LLC | 16,601 | $2.38M | 0.03% | −1,021−5.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,620 | $2.39M | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 17,161 | $2.46M | 0.08% | +1,400+8.9% | Added |
| Squarepoint Ops LLC | 17,191 | $2.47M | 0.01% | +17,191 | New |
| XTX Topco Ltd | 17,484 | $2.51M | 0.04% | −642−3.5% | Reduced |
| Cerity Partners LLC | 18,211 | $2.62M | 0.00% | −692−3.7% | Reduced |
| HSBC Holdings PLC | 18,295 | $2.64M | 0.00% | −7,381−28.7% | Reduced |
| Sanctuary Advisors, LLC | 18,372 | $2.64M | 0.01% | −170−0.9% | Reduced |
| Point72 Asset Management, L.P. | 18,421 | $2.65M | 0.00% | −96,817−84.0% | Reduced |
| State Board of Administration of Florida Retirement System | 18,829 | $2.70M | 0.01% | 00.0% | Unchanged |
| Man Group plc | 18,893 | $2.71M | 0.01% | −22,418−54.3% | Reduced |
| US Bancorp | 19,102 | $2.74M | 0.00% | −866−4.3% | Reduced |
| Allstate Corp | 19,287 | $2.77M | 0.03% | +19,287 | New |
| Ambassador Advisors, LLC | 19,369 | $2.78M | 0.42% | +303+1.6% | Added |
| State of Tennessee, Treasury Department | 19,376 | $2.78M | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 19,789 | $2.84M | 0.00% | −5,321−21.2% | Reduced |
| Pathstone Holdings, LLC | 20,409 | $2.93M | 0.01% | +346+1.7% | Added |
| New York State Teachers Retirement System | 20,465 | $2.94M | 0.01% | −1,765−7.9% | Reduced |
| Bridgewater Associates, LP | 20,549 | $2.95M | 0.01% | +16,951+471.1% | Added |
| Weil Company, Inc. | 20,740 | $2.98M | 0.67% | −781−3.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 21,011 | $3.02M | 0.00% | +21,011 | New |
| Vanguard Global Advisers, LLC | 22,097 | $3.17M | 0.00% | +22,097 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,281 | $3.20M | 0.01% | +3,620+19.4% | Added |
| SG Americas Securities, LLC | 22,446 | $3.22M | 0.00% | −25,448−53.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 22,976 | $3.30M | 0.02% | −363−1.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 23,002 | $3.30M | 0.03% | +209+0.9% | Added |
| Treasurer of the State of North Carolina | 23,154 | $3.33M | 0.01% | +496+2.2% | Added |
| American Century Companies Inc | 23,193 | $3.33M | 0.00% | +1,873+8.8% | Added |
| Cetera Investment Advisers | 24,095 | $3.46M | 0.00% | −4,638−16.1% | Reduced |
| Hantz Financial Services, Inc. | 24,807 | $3.56M | 0.05% | −5,259−17.5% | Reduced |
| FORA Capital, LLC | 24,921 | $3.58M | 0.26% | +18,671+298.7% | Added |
| Harbor Advisors LLC | 25,000 | $3.59M | 0.52% | 00.0% | Unchanged |
| Amalgamated Bank | 25,205 | $3.62M | 0.03% | +361+1.5% | Added |
| Bell Asset Management Ltd | 25,262 | $3.63M | 1.07% | +2,371+10.4% | Added |
| BW Gestao de Investimentos Ltda. | 25,816 | $3.71M | 0.16% | −13,158−33.8% | Reduced |
| Wealth High Governance Capital Ltda | 25,816 | $3.71M | 1.11% | −13,158−33.8% | Reduced |
| Ensign Peak Advisors, Inc | 25,888 | $3.72M | 0.01% | +5,746+28.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 26,322 | $3.72M | 0.01% | −2,556−8.9% | Reduced |
| Advisor Group Holdings, Inc. | 26,551 | $3.81M | 0.01% | −6,482−19.6% | Reduced |
| Oppenheimer Asset Management Inc. | 26,589 | $3.82M | 0.04% | −1,481−5.3% | Reduced |
| Hilton Capital Management, LLC | 26,686 | $3.83M | 0.29% | +3,518+15.2% | Added |
| Voleon Capital Management LP | 27,291 | $3.92M | 0.08% | +22,417+459.9% | Added |