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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 64,370 | $9.24M | 0.01% | +12,994+25.3% | Added |
| Russell Investments Group, Ltd. | 62,819 | $9.02M | 0.01% | −11,814−15.8% | Reduced |
| Trexquant Investment LP | 59,506 | $8.55M | 0.06% | +27,821+87.8% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 52,964 | $8.38M | 2.00% | +835+1.6% | Added |
| Pier Capital, LLC | 56,145 | $8.06M | 1.33% | +12,145+27.6% | Added |
| Edgestream Partners, L.P. | 55,338 | $7.95M | 0.26% | +46,277+510.7% | Added |
| Mutual of America Capital Management LLC | 52,960 | $7.61M | 0.09% | −1,941−3.5% | Reduced |
| Public Employees Retirement System of Ohio | 52,692 | $7.57M | 0.02% | +7,970+17.8% | Added |
| Teacher Retirement System of Texas | 52,216 | $7.50M | 0.03% | +2,597+5.2% | Added |
| Van Eck Associates Corp | 50,533 | $7.26M | 0.01% | +1,831+3.8% | Added |
| Crawford Fund Management, LLC | 50,531 | $7.26M | 2.37% | +50,531 | New |
| Nordea Investment Management AB | 51,021 | $7.22M | 0.01% | −2,105−4.0% | Reduced |
| Vanguard Asset Management, Ltd | 49,793 | $7.15M | 0.01% | +49,793 | New |
| Boston Partners | 49,667 | $7.13M | 0.01% | +5,737+13.1% | Added |
| Price T Rowe Associates Inc | 48,407 | $6.95M | 0.00% | −112,418−69.9% | Reduced |
| Wealth High Governance Asset Management Ltda. | 47,784 | $6.86M | 1.07% | −13,242−21.7% | Reduced |
| Stifel Financial Corp | 47,010 | $6.75M | 0.01% | −26,023−35.6% | Reduced |
| Intech Investment Management LLC | 46,851 | $6.73M | 0.07% | +45,331+2,982.3% | Added |
| Quantinno Capital Management LP | 45,227 | $6.50M | 0.01% | +27,634+157.1% | Added |
| STRS Ohio | 42,994 | $6.17M | 0.02% | −7,002−14.0% | Reduced |
| Creative Planning | 41,992 | $6.03M | 0.00% | +17,842+73.9% | Added |
| Susquehanna Fundamental Investments, LLC | 41,346 | $5.94M | 0.22% | +33,274+412.2% | Added |
| Schonfeld Strategic Advisors LLC | 40,540 | $5.82M | 0.05% | +12,616+45.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 39,687 | $5.70M | 0.11% | +39,687 | New |
| Campbell & CO Investment Adviser LLC | 39,651 | $5.69M | 0.32% | −10,851−21.5% | Reduced |
| Grandeur Peak Global Advisors, LLC | 39,436 | $5.66M | 1.33% | −1,925−4.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 39,625 | $5.58M | 0.11% | +1,525+4.0% | Added |
| Great West Life Assurance Co | 38,562 | $5.54M | 0.01% | −265−0.7% | Reduced |
| Manufacturers Life Insurance Company, The | 38,140 | $5.48M | 0.00% | −927−2.4% | Reduced |
| Commerce Bank | 37,827 | $5.43M | 0.03% | +33,020+686.9% | Added |
| Royce & Associates LP | 36,679 | $5.27M | 0.05% | −11,622−24.1% | Reduced |
| Fifth Third Bancorp | 36,432 | $5.23M | 0.01% | +20,362+126.7% | Added |
| Engineers Gate Manager LP | 36,245 | $5.21M | 0.07% | +33,508+1,224.3% | Added |
| Jane Street Group, LLC | 35,494 | $5.10M | 0.01% | −22,027−38.3% | Reduced |
| Deutsche Bank AG | 34,018 | $4.89M | 0.00% | −2,011−5.6% | Reduced |
| CI Private Wealth, LLC | 33,604 | $4.81M | 0.01% | +20,753+161.5% | Added |
| Janus Henderson Group PLC | 33,186 | $4.77M | 0.00% | −128,982−79.5% | Reduced |
| First Trust Advisors LP | 32,603 | $4.68M | 0.00% | −375,435−92.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 31,621 | $4.54M | 0.02% | +5,242+19.9% | Added |
| Geneos Wealth Management Inc. | 30,538 | $4.39M | 0.10% | −2,978−8.9% | Reduced |
| Toroso Investments, LLC | 29,824 | $4.28M | 0.01% | +2,878+10.7% | Added |
| New Age Alpha Advisors, LLC | 29,746 | $4.27M | 0.20% | −1,110−3.6% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 28,407 | $4.08M | 1.20% | +407+1.5% | Added |
| Empowered Funds, LLC | 27,833 | $4.00M | 0.03% | +27,833 | New |
| Twinbeech Capital LP | 27,700 | $3.98M | 0.41% | +16,212+141.1% | Added |
| MetLife Investment Management | 27,663 | $3.97M | 0.02% | +39+0.1% | Added |
| Entropy Technologies, LP | 27,331 | $3.93M | 0.18% | +27,331 | New |
| Voleon Capital Management LP | 27,291 | $3.92M | 0.08% | +22,417+459.9% | Added |
| Hilton Capital Management, LLC | 26,686 | $3.83M | 0.29% | +3,518+15.2% | Added |
| Oppenheimer Asset Management Inc. | 26,589 | $3.82M | 0.04% | −1,481−5.3% | Reduced |
| Advisor Group Holdings, Inc. | 26,551 | $3.81M | 0.01% | −6,482−19.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 26,322 | $3.72M | 0.01% | −2,556−8.9% | Reduced |
| Ensign Peak Advisors, Inc | 25,888 | $3.72M | 0.01% | +5,746+28.5% | 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 |
| Bell Asset Management Ltd | 25,262 | $3.63M | 1.07% | +2,371+10.4% | Added |
| Amalgamated Bank | 25,205 | $3.62M | 0.03% | +361+1.5% | Added |
| Harbor Advisors LLC | 25,000 | $3.59M | 0.52% | 00.0% | Unchanged |
| FORA Capital, LLC | 24,921 | $3.58M | 0.26% | +18,671+298.7% | Added |
| Hantz Financial Services, Inc. | 24,807 | $3.56M | 0.05% | −5,259−17.5% | Reduced |
| Cetera Investment Advisers | 24,095 | $3.46M | 0.00% | −4,638−16.1% | Reduced |
| American Century Companies Inc | 23,193 | $3.33M | 0.00% | +1,873+8.8% | Added |
| Treasurer of the State of North Carolina | 23,154 | $3.33M | 0.01% | +496+2.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 23,002 | $3.30M | 0.03% | +209+0.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 22,976 | $3.30M | 0.02% | −363−1.6% | Reduced |
| SG Americas Securities, LLC | 22,446 | $3.22M | 0.00% | −25,448−53.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,281 | $3.20M | 0.01% | +3,620+19.4% | Added |
| Vanguard Global Advisers, LLC | 22,097 | $3.17M | 0.00% | +22,097 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 21,011 | $3.02M | 0.00% | +21,011 | New |
| Weil Company, Inc. | 20,740 | $2.98M | 0.67% | −781−3.6% | Reduced |
| Bridgewater Associates, LP | 20,549 | $2.95M | 0.01% | +16,951+471.1% | Added |
| New York State Teachers Retirement System | 20,465 | $2.94M | 0.01% | −1,765−7.9% | Reduced |
| Pathstone Holdings, LLC | 20,409 | $2.93M | 0.01% | +346+1.7% | Added |
| Baird Financial Group, Inc. | 19,789 | $2.84M | 0.00% | −5,321−21.2% | Reduced |
| State of Tennessee, Treasury Department | 19,376 | $2.78M | 0.01% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 19,369 | $2.78M | 0.42% | +303+1.6% | Added |
| Allstate Corp | 19,287 | $2.77M | 0.03% | +19,287 | New |
| US Bancorp | 19,102 | $2.74M | 0.00% | −866−4.3% | Reduced |
| Man Group plc | 18,893 | $2.71M | 0.01% | −22,418−54.3% | Reduced |
| State Board of Administration of Florida Retirement System | 18,829 | $2.70M | 0.01% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 18,421 | $2.65M | 0.00% | −96,817−84.0% | Reduced |
| Sanctuary Advisors, LLC | 18,372 | $2.64M | 0.01% | −170−0.9% | Reduced |
| HSBC Holdings PLC | 18,295 | $2.64M | 0.00% | −7,381−28.7% | Reduced |
| Cerity Partners LLC | 18,211 | $2.62M | 0.00% | −692−3.7% | Reduced |
| XTX Topco Ltd | 17,484 | $2.51M | 0.04% | −642−3.5% | Reduced |
| Squarepoint Ops LLC | 17,191 | $2.47M | 0.01% | +17,191 | New |
| Ameritas Investment Partners, Inc. | 17,161 | $2.46M | 0.08% | +1,400+8.9% | Added |
| Teachers Retirement System of the State of Kentucky | 16,620 | $2.39M | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 16,601 | $2.38M | 0.03% | −1,021−5.8% | Reduced |
| The PNC Financial Services Group, Inc. | 16,590 | $2.38M | 0.00% | −81−0.5% | Reduced |
| Regions Financial Corp | 16,429 | $2.36M | 0.02% | −2,061−11.1% | Reduced |
| State of New Jersey Common Pension Fund D | 16,120 | $2.32M | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 15,922 | $2.29M | 0.01% | +5,496+52.7% | Added |
| JustInvest LLC | 15,909 | $2.28M | 0.02% | +6,853+75.7% | Added |
| Louisiana State Employees Retirement System | 15,800 | $2.27M | 0.04% | +700+4.6% | Added |
| Victory Capital Management Inc | 15,752 | $2.26M | 0.00% | −9,217−36.9% | Reduced |
| VELA Investment Management, LLC | 15,614 | $2.24M | 0.58% | +15,614 | New |
| Atria Investments LLC | 15,422 | $2.21M | 0.02% | −4,228−21.5% | Reduced |
| Arizona State Retirement System | 14,984 | $2.15M | 0.01% | −186−1.2% | Reduced |
| Canada Pension Plan Investment Board | 14,700 | $2.11M | 0.00% | 00.0% | Unchanged |