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 |
|---|---|---|---|---|---|
| Entropy Technologies, LP | 27,331 | $3.93M | 0.18% | +27,331 | New |
| MetLife Investment Management | 27,663 | $3.97M | 0.02% | +39+0.1% | Added |
| Twinbeech Capital LP | 27,700 | $3.98M | 0.41% | +16,212+141.1% | Added |
| Empowered Funds, LLC | 27,833 | $4.00M | 0.03% | +27,833 | New |
| Walled Lake Planning & Wealth Management, LLC | 28,407 | $4.08M | 1.20% | +407+1.5% | Added |
| New Age Alpha Advisors, LLC | 29,746 | $4.27M | 0.20% | −1,110−3.6% | Reduced |
| Toroso Investments, LLC | 29,824 | $4.28M | 0.01% | +2,878+10.7% | Added |
| Geneos Wealth Management Inc. | 30,538 | $4.39M | 0.10% | −2,978−8.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 31,621 | $4.54M | 0.02% | +5,242+19.9% | Added |
| First Trust Advisors LP | 32,603 | $4.68M | 0.00% | −375,435−92.0% | Reduced |
| Janus Henderson Group PLC | 33,186 | $4.77M | 0.00% | −128,982−79.5% | Reduced |
| CI Private Wealth, LLC | 33,604 | $4.81M | 0.01% | +20,753+161.5% | Added |
| Deutsche Bank AG | 34,018 | $4.89M | 0.00% | −2,011−5.6% | Reduced |
| Jane Street Group, LLC | 35,494 | $5.10M | 0.01% | −22,027−38.3% | Reduced |
| Engineers Gate Manager LP | 36,245 | $5.21M | 0.07% | +33,508+1,224.3% | Added |
| Fifth Third Bancorp | 36,432 | $5.23M | 0.01% | +20,362+126.7% | Added |
| Royce & Associates LP | 36,679 | $5.27M | 0.05% | −11,622−24.1% | Reduced |
| Commerce Bank | 37,827 | $5.43M | 0.03% | +33,020+686.9% | Added |
| Manufacturers Life Insurance Company, The | 38,140 | $5.48M | 0.00% | −927−2.4% | Reduced |
| Great West Life Assurance Co | 38,562 | $5.54M | 0.01% | −265−0.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 39,625 | $5.58M | 0.11% | +1,525+4.0% | Added |
| Grandeur Peak Global Advisors, LLC | 39,436 | $5.66M | 1.33% | −1,925−4.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 39,651 | $5.69M | 0.32% | −10,851−21.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 39,687 | $5.70M | 0.11% | +39,687 | New |
| Schonfeld Strategic Advisors LLC | 40,540 | $5.82M | 0.05% | +12,616+45.2% | Added |
| Susquehanna Fundamental Investments, LLC | 41,346 | $5.94M | 0.22% | +33,274+412.2% | Added |
| Creative Planning | 41,992 | $6.03M | 0.00% | +17,842+73.9% | Added |
| STRS Ohio | 42,994 | $6.17M | 0.02% | −7,002−14.0% | Reduced |
| Quantinno Capital Management LP | 45,227 | $6.50M | 0.01% | +27,634+157.1% | Added |
| Intech Investment Management LLC | 46,851 | $6.73M | 0.07% | +45,331+2,982.3% | Added |
| Stifel Financial Corp | 47,010 | $6.75M | 0.01% | −26,023−35.6% | Reduced |
| Wealth High Governance Asset Management Ltda. | 47,784 | $6.86M | 1.07% | −13,242−21.7% | Reduced |
| Price T Rowe Associates Inc | 48,407 | $6.95M | 0.00% | −112,418−69.9% | Reduced |
| Boston Partners | 49,667 | $7.13M | 0.01% | +5,737+13.1% | Added |
| Vanguard Asset Management, Ltd | 49,793 | $7.15M | 0.01% | +49,793 | New |
| Nordea Investment Management AB | 51,021 | $7.22M | 0.01% | −2,105−4.0% | Reduced |
| Crawford Fund Management, LLC | 50,531 | $7.26M | 2.37% | +50,531 | New |
| Van Eck Associates Corp | 50,533 | $7.26M | 0.01% | +1,831+3.8% | Added |
| Teacher Retirement System of Texas | 52,216 | $7.50M | 0.03% | +2,597+5.2% | Added |
| Public Employees Retirement System of Ohio | 52,692 | $7.57M | 0.02% | +7,970+17.8% | Added |
| Mutual of America Capital Management LLC | 52,960 | $7.61M | 0.09% | −1,941−3.5% | Reduced |
| Edgestream Partners, L.P. | 55,338 | $7.95M | 0.26% | +46,277+510.7% | Added |
| Pier Capital, LLC | 56,145 | $8.06M | 1.33% | +12,145+27.6% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 52,964 | $8.38M | 2.00% | +835+1.6% | Added |
| Trexquant Investment LP | 59,506 | $8.55M | 0.06% | +27,821+87.8% | Added |
| Russell Investments Group, Ltd. | 62,819 | $9.02M | 0.01% | −11,814−15.8% | Reduced |
| California State Teachers Retirement System | 64,370 | $9.24M | 0.01% | +12,994+25.3% | Added |
| Aptus Capital Advisors, LLC | 66,579 | $9.56M | 0.08% | +690+1.0% | Added |
| Retirement Systems of Alabama | 66,635 | $9.57M | 0.03% | +1,209+1.8% | Added |
| Prudential Financial Inc | 68,827 | $9.88M | 0.01% | +32,135+87.6% | Added |
| Atwood & Palmer Inc | 72,270 | $10.4M | 0.59% | +2,310+3.3% | Added |
| Voloridge Investment Management, LLC | 73,797 | $10.6M | 0.04% | +40,302+120.3% | Added |
| Legal & General Group Plc | 76,171 | $10.9M | 0.00% | −10,038−11.6% | Reduced |
| Whittier Trust Co | 78,222 | $11.0M | 0.12% | +7,294+10.3% | Added |
| LPL Financial LLC | 81,026 | $11.6M | 0.00% | −34,427−29.8% | Reduced |
| ExodusPoint Capital Management, LP | 82,574 | $11.9M | 0.12% | +28,549+52.8% | Added |
| ArrowMark Colorado Holdings LLC | 84,086 | $12.1M | 0.32% | −2,515−2.9% | Reduced |
| Citigroup Inc | 84,324 | $12.1M | 0.01% | −3,756−4.3% | Reduced |
| Alliancebernstein L.P. | 69,828 | $12.2M | 0.00% | −282,310−80.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 89,099 | $12.8M | 0.01% | +10,257+13.0% | Added |
| Alps Advisors Inc | 89,324 | $12.8M | 0.06% | −3,465−3.7% | Reduced |
| Jain Global LLC | 90,583 | $13.0M | 0.17% | +14,130+18.5% | Added |
| New York State Common Retirement Fund | 90,625 | $13.0M | 0.02% | −4,600−4.8% | Reduced |
| Montanaro Asset Management Ltd | 98,250 | $14.1M | 4.22% | +600+0.6% | Added |
| Barclays PLC | 99,916 | $14.3M | 0.01% | −22,984−18.7% | Reduced |
| Ameriprise Financial Inc | 105,177 | $15.1M | 0.00% | −96,687−47.9% | Reduced |
| Two Sigma Investments, LP | 106,282 | $15.3M | 0.01% | +106,282 | New |
| California Public Employees Retirement System | 107,374 | $15.4M | 0.01% | +3,431+3.3% | Added |
| Swiss National Bank | 107,836 | $15.5M | 0.01% | +600+0.6% | Added |
| Capital International Investors | 112,959 | $16.2M | 0.00% | −200,273−63.9% | Reduced |
| Amundi | 113,465 | $16.3M | 0.00% | +86,628+322.8% | Added |
| Balyasny Asset Management LLC | 116,331 | $16.7M | 0.03% | +116,331 | New |
| Nuveen, LLC | 117,197 | $16.8M | 0.00% | −1,623−1.4% | Reduced |
| Assenagon Asset Management S.A. | 117,605 | $16.9M | 0.03% | +117,605 | New |
| GHP Investment Advisors, Inc. | 118,797 | $17.1M | 0.70% | −480.0% | Reduced |
| Segall Bryant & Hamill, LLC | 120,258 | $17.3M | 0.25% | +32,276+36.7% | Added |
| Principal Financial Group Inc | 121,733 | $17.5M | 0.01% | +4,637+4.0% | Added |
| Brown Advisory Inc | 122,163 | $17.5M | 0.03% | −18,779−13.3% | Reduced |
| Public Employees Retirement Association of Colorado | 124,451 | $17.9M | 0.07% | −21,800−14.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 137,244 | $19.7M | 0.05% | +37,664+37.8% | Added |
| Fenimore Asset Management Inc | 138,466 | $19.9M | 0.44% | +14,794+12.0% | Added |
| D. E. Shaw & Co., Inc. | 138,517 | $19.9M | 0.02% | −9,723−6.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 140,050 | $20.1M | 0.01% | −393,406−73.7% | Reduced |
| Renaissance Group LLC | 151,275 | $21.7M | 0.91% | −33,745−18.2% | Reduced |
| Millennium Management LLC | 151,949 | $21.8M | 0.02% | +43,022+39.5% | Added |
| JPMorgan Chase & Co | 158,464 | $22.4M | 0.00% | −660.0% | Reduced |
| Rhumbline Advisers | 156,848 | $22.5M | 0.02% | −495−0.3% | Reduced |
| BNP Paribas Arbitrage, SA | 156,922 | $22.5M | 0.01% | +142,913+1,020.2% | Added |
| Interval Partners, LP | 170,008 | $24.4M | 0.84% | +85,054+100.1% | Added |
| Flputnam Investment Management Co | 173,532 | $24.9M | 0.37% | +2,286+1.3% | Added |
| UBS Asset Management Americas Inc | 174,863 | $25.1M | 0.01% | +21,201+13.8% | Added |
| HighTower Advisors, LLC | 193,014 | $27.7M | 0.03% | −29,843−13.4% | Reduced |
| Franklin Resources Inc | 194,975 | $28.0M | 0.01% | −44,699−18.6% | Reduced |
| Argent Capital Management LLC | 202,422 | $29.1M | 0.92% | −33,673−14.3% | Reduced |
| Ancora Advisors, LLC | 223,357 | $32.1M | 0.68% | −56,904−20.3% | Reduced |
| Barlow Wealth Partners, Inc. | 205,159 | $33.3M | 3.70% | +772+0.4% | Added |
| Tudor Investment Corp Et Al | 232,715 | $33.4M | 0.18% | +105,738+83.3% | Added |
| Congress Asset Management Co | 232,980 | $33.5M | 0.24% | −33,676−12.6% | Reduced |
| Eventide Asset Management, LLC | 236,136 | $33.8M | 0.56% | +1,732+0.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 248,770 | $35.7M | 0.36% | +248,770 | New |