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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 258,230 | $36.4M | 0.03% | +32,845+14.6% | Added |
| Qube Research & Technologies Ltd | 255,164 | $36.6M | 0.05% | +81,148+46.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 257,692 | $37.0M | 1.80% | +229+0.1% | Added |
| Handelsbanken Fonder AB | 260,558 | $37.4M | 0.12% | −52,900−16.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 272,060 | $39.1M | 0.06% | +38,013+16.2% | Added |
| Jones Financial Companies LLLP | 297,478 | $41.4M | 0.02% | +291,281+4,700.4% | Added |
| Envestnet Asset Management Inc | 329,441 | $47.3M | 0.01% | −13,973−4.1% | Reduced |
| Vanguard Fiduciary Trust Co | 340,393 | $48.9M | 0.01% | +340,393 | New |
| Wells Fargo & Company | 346,367 | $49.7M | 0.01% | −47,534−12.1% | Reduced |
| Natixis Advisors, L.P. | 347,746 | $49.9M | 0.07% | +22,082+6.8% | Added |
| Thrivent Financial for Lutherans | 349,756 | $50.2M | 0.10% | −359,091−50.7% | Reduced |
| GW&K Investment Management, LLC | 354,095 | $50.9M | 0.45% | −2,160−0.6% | Reduced |
| UBS Group AG | 359,105 | $51.6M | 0.01% | +121,877+51.4% | Added |
| Fiera Capital Corp | 361,609 | $51.9M | 0.18% | +9,030+2.6% | Added |
| Nomura Asset Management International Inc. | 379,183 | $54.5M | 0.09% | −7,725−2.0% | Reduced |
| AQR Capital Management LLC | 399,342 | $57.3M | 0.03% | +19,864+5.2% | Added |
| Van Berkom & Associates Inc. | 405,978 | $58.3M | 1.90% | +28,600+7.6% | Added |
| Bank of New York Mellon Corp | 420,646 | $60.4M | 0.01% | −3,607−0.9% | Reduced |
| Charles Schwab Investment Management Inc | 452,611 | $65.0M | 0.01% | +30,267+7.2% | Added |
| Jennison Associates LLC | 468,557 | $67.3M | 0.05% | −119,210−20.3% | Reduced |
| Invesco Ltd. | 474,774 | $68.2M | 0.01% | −286,187−37.6% | Reduced |
| Citadel Advisors LLC | 488,152 | $70.1M | 0.05% | +421,069+627.7% | Added |
| Northern Trust Corp | 526,682 | $75.6M | 0.01% | +17,011+3.3% | Added |
| Westfield Capital Management Co LP | 543,611 | $78.1M | 0.33% | +23,609+4.5% | Added |
| Neuberger Berman Group LLC | 610,943 | $87.7M | 0.07% | −17,835−2.8% | Reduced |
| Dimensional Fund Advisors LP | 616,519 | $88.5M | 0.02% | +81,182+15.2% | Added |
| Goldman Sachs Group Inc | 623,716 | $89.6M | 0.01% | +78,854+14.5% | Added |
| Clearbridge Investments, LLC | 625,228 | $89.8M | 0.08% | +56,345+9.9% | Added |
| SEI Investments Co | 689,532 | $99.0M | 0.09% | +626+0.1% | Added |
| Raymond James Financial Inc | 701,587 | $99.3M | 0.03% | −94,774−11.9% | Reduced |
| Champlain Investment Partners, LLC | 717,724 | $103.1M | 1.31% | +258,624+56.3% | Added |
| Fiduciary Management Inc | 803,572 | $115.4M | 1.43% | +106,279+15.2% | Added |
| FMR LLC | 856,024 | $122.9M | 0.01% | −269,438−23.9% | Reduced |
| Bank of America Corp | 950,872 | $136.6M | 0.01% | −2,968−0.3% | Reduced |
| Bamco Inc | 1,061,403 | $152.4M | 0.46% | −62,548−5.6% | Reduced |
| Bank of Montreal | 1,149,599 | $165.1M | 0.07% | −49,860−4.2% | Reduced |
| Capital Research Global Investors | 1,314,674 | $188.8M | 0.03% | +352,411+36.6% | Added |
| Geode Capital Management, LLC | 1,351,209 | $194.1M | 0.01% | −67,340−4.7% | Reduced |
| Wellington Management Group LLP | 1,361,410 | $195.5M | 0.04% | +77,597+6.0% | Added |
| Morgan Stanley | 1,592,009 | $228.6M | 0.01% | +1,041,701+189.3% | Added |
| State Street Corp | 1,693,696 | $243.2M | 0.01% | −9,599−0.6% | Reduced |
| Royal Bank of Canada | 1,751,495 | $251.6M | 0.05% | +48,126+2.8% | Added |
| Earnest Partners LLC | 2,228,984 | $320.1M | 1.32% | −62,527−2.7% | Reduced |
| Vanguard Capital Management LLC | 2,419,332 | $347.5M | 0.01% | +2,419,332 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2,642,146 | $379.5M | 1.11% | −130,661−4.7% | Reduced |
| Vanguard Portfolio Management LLC | 2,778,410 | $399.0M | 0.02% | +2,778,410 | New |
| BlackRock, Inc. | 5,280,800 | $758.4M | 0.01% | +39,479+0.8% | Added |
| Activest Wealth Management | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Robinhood Asset Management, LLC | 0 | $0 | 0.00% | −39,395−100.0% | Sold out |
| Thomas Story & Son LLC | 0 | $0 | 0.00% | −34,375−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −28,123−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −19,558−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −19,513−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −18,221−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −16,337−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −15,151−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −13,281−100.0% | Sold out |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0 | $0 | 0.00% | −11,146−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −9,503−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −6,226−100.0% | Sold out |
| Pinebridge Investments LLC | 0 | $0 | 0.00% | −5,308−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −5,178−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −5,150−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −5,002−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −4,323−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −4,229−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −3,930−100.0% | Sold out |
| Hanlon Investment Management, Inc. | 0 | $0 | 0.00% | −3,672−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −3,350−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −3,109−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −2,895−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −2,857−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,771−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −2,650−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −2,278−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −2,274−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Round Rock Advisors, LLC | 0 | $0 | 0.00% | −2,073−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −2,062−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −2,049−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −1,898−100.0% | Sold out |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0 | $0 | 0.00% | −1,817−100.0% | Sold out |
| Anb Bank | 0 | $0 | 0.00% | −1,807−100.0% | Sold out |
| Hutchens & Kramer Investment Management Group, LLC | 0 | $0 | 0.00% | −1,787−100.0% | Sold out |
| Brown Miller Wealth Management, LLC | 0 | $0 | 0.00% | −1,761−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −1,761−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Fedenia Advisers LLC | 0 | $0 | 0.00% | −1,651−100.0% | Sold out |
| Advyzon Investment Management, LLC | 0 | $0 | 0.00% | −1,569−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −1,548−100.0% | Sold out |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −1,529−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −1,502−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −1,467−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −1,418−100.0% | Sold out |
| Journey Retirement Planning & Investment Management LLC | 0 | $0 | 0.00% | −1,413−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −1,402−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −1,207−100.0% | Sold out |
| Okabena Investment Services Inc | 0 | $0 | 0.00% | −1,382−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −1,352−100.0% | Sold out |