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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.

Institutional holdersQ1 2026: 547 institutions
Q1 2021: 276 institutionsQ2 2021: 302 institutionsQ3 2021: 308 institutionsQ4 2021: 344 institutionsQ1 2022: 343 institutionsQ2 2022: 324 institutionsQ3 2022: 323 institutionsQ4 2022: 335 institutionsQ1 2023: 330 institutionsQ2 2023: 331 institutionsQ3 2023: 338 institutionsQ4 2023: 393 institutionsQ1 2024: 399 institutionsQ2 2024: 416 institutionsQ3 2024: 452 institutionsQ4 2024: 506 institutionsQ1 2025: 525 institutionsQ2 2025: 549 institutionsQ3 2025: 553 institutionsQ4 2025: 579 institutionsQ1 2026: 547 institutionsQ2 2026: 520 institutions
Value heldQ1 2026: $7.72B
Q1 2021: $3.47BQ2 2021: $4.31BQ3 2021: $4.78BQ4 2021: $5.21BQ1 2022: $4.42BQ2 2022: $3.86BQ3 2022: $3.71BQ4 2022: $4.35BQ1 2023: $4.40BQ2 2023: $4.92BQ3 2023: $5.39BQ4 2023: $6.45BQ1 2024: $6.81BQ2 2024: $7.19BQ3 2024: $8.36BQ4 2024: $9.29BQ1 2025: $8.60BQ2 2025: $9.93BQ3 2025: $10.9BQ4 2025: $9.30BQ1 2026: $7.72BQ2 2026: $7.40B
Institutions holding HLI and their total value by quarter
QuarterHoldersValue
Q2 2026520$7.40B
Q1 2026547$7.72B
Q4 2025579$9.30B
Q3 2025553$10.9B
Q2 2025549$9.93B
Q1 2025525$8.60B
Q4 2024506$9.29B
Q3 2024452$8.36B
Q2 2024416$7.19B
Q1 2024399$6.81B
Q4 2023393$6.45B
Q3 2023338$5.39B
Q2 2023331$4.92B
Q1 2023330$4.40B
Q4 2022335$4.35B
Q3 2022323$3.71B
Q2 2022324$3.86B
Q1 2022343$4.42B
Q4 2021344$5.21B
Q3 2021308$4.78B
Q2 2021302$4.31B
Q1 2021276$3.47B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q4 2025.

Institutions holding HLI in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Merit Financial Group, LLC0$00.00%−1,347−100.0%Sold out
OneAscent Wealth Management LLC0$00.00%−1,323−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−1,294−100.0%Sold out
National Bank of Canada0$00.00%−1,292−100.0%Sold out
PFW Advisors LLC0$00.00%−1,283−100.0%Sold out
denkapparat Operations GmbH0$00.00%−1,270−100.0%Sold out
Meiji Yasuda Asset Management Co Ltd.0$00.00%−1,263−100.0%Sold out
Voya Financial Advisors, Inc.0$00.00%−1,237−100.0%Sold out
Blair William & Co0$00.00%−1,260−100.0%Sold out
Meeder Advisory Services, Inc.0$00.00%−1,250−100.0%Sold out
Martingale Asset Management L P0$00.00%−1,223−100.0%Sold out
OneAscent Family Office, LLC0$00.00%−1,223−100.0%Sold out
Independent Advisor Alliance0$00.00%−1,220−100.0%Sold out
Sagespring Wealth Partners, LLC0$00.00%−1,200−100.0%Sold out
Resources Investment Advisors, LLC.0$00.00%−1,200−100.0%Sold out
Bannerstone Capital Management, LLC0$00.00%−1,197−100.0%Sold out
OneAscent Financial Services LLC0$00.00%−1,195−100.0%Sold out
Johnson Investment Counsel Inc0$00.00%−1,191−100.0%Sold out
Equitable Holdings, Inc.0$00.00%−1,169−100.0%Sold out
Profund Advisors LLC0$00.00%−1,165−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−983−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−960−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−400−100.0%Sold out
Atlantic Edge Private Wealth Management, LLC0$00.00%−235−100.0%Sold out
TCTC Holdings, LLC0$00.00%−232−100.0%Sold out
Quest Partners LLC0$00.00%−208−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−151−100.0%Sold out
Danske Bank A/S0$00.00%−100−100.0%Sold out
DV Trading LLC0$00.00%−98−100.0%Sold out
Cresta Advisors, Ltd.0$00.00%−83−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−62−100.0%Sold out
Creative Capital Management Investments LLC0$00.00%−57−100.0%Sold out
Salomon & Ludwin, LLC0$00.00%−40−100.0%Sold out
Bellevue Asset Management, LLC0$00.00%−24−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−19−100.0%Sold out
Optiver Holding B.V.0$00.00%−17−100.0%Sold out
Tucker Asset Management LLC0$00.00%−16−100.0%Sold out
Wealth Watch Advisors, INC0$00.00%−11−100.0%Sold out
True Wealth Design, LLC0$00.00%−10−100.0%Sold out
Greenline Wealth Management LLC0$00.00%−8−100.0%Sold out
West Branch Capital LLC0$00.00%−7−100.0%Sold out
Optima Capital LLC0$00.00%−7−100.0%Sold out
Turning Point Benefit Group, Inc.0$00.00%−3−100.0%Sold out
Abound Wealth Management0$00.00%−2−100.0%Sold out
Vanguard Group Inc––––Not filed
Norges Bank––––Not filed
FineMark National Bank & Trust––––Not filed
Comerica Bank––––Not filed
CIBC World Markets Corp––––Not filed
Global Retirement Partners, LLC––––Not filed
CIBC Private Wealth Group, LLC––––Not filed
Motiv8 Investments LLC––––Not filed