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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 14,147 | $2.03M | 0.01% | −86−0.6% | Reduced |
| MML Investors Services, LLC | 14,132 | $2.03M | 0.01% | −6,468−31.4% | Reduced |
| Davenport & Co LLC | 14,063 | $2.02M | 0.01% | +54+0.4% | Added |
| Oak Thistle LLC | 13,954 | $2.00M | 0.19% | +3,276+30.7% | Added |
| HRT Financial LP | 13,655 | $1.96M | 0.00% | +13,655 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,619 | $1.96M | 0.01% | −23−0.2% | Reduced |
| SummitTX Capital, L.P. | 13,590 | $1.95M | 0.06% | +6,481+91.2% | Added |
| Vanguard Investments Australia, Ltd. | 13,567 | $1.95M | 0.01% | +13,567 | New |
| StonePine Asset Management Inc. | 13,294 | $1.91M | 0.01% | −61,201−82.2% | Reduced |
| State of Michigan Retirement System | 13,100 | $1.88M | 0.01% | +200+1.6% | Added |
| KLP Kapitalforvaltning AS | 12,700 | $1.82M | 0.01% | +800+6.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,400 | $1.78M | 0.00% | +907+7.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,176 | $1.75M | 0.03% | −21−0.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 11,975 | $1.72M | 0.41% | +8,288+224.8% | Added |
| Dynamic Technology Lab Private Ltd | 11,806 | $1.70M | 0.28% | +8,526+259.9% | Added |
| King Luther Capital Management Corp | 11,725 | $1.68M | 0.01% | −34,799−74.8% | Reduced |
| Oregon Public Employees Retirement Fund | 11,130 | $1.60M | 0.02% | +200+1.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 11,220 | $1.59M | 0.00% | −1,724−13.3% | Reduced |
| Bokf, NA | 10,863 | $1.56M | 0.02% | +315+3.0% | Added |
| Alyeska Investment Group, L.P. | 10,806 | $1.55M | 0.00% | +10,806 | New |
| Natixis | 10,756 | $1.54M | 0.01% | +3,783+54.3% | Added |
| New Mexico Educational Retirement Board | 10,600 | $1.52M | 0.05% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 10,271 | $1.48M | 0.14% | +921+9.9% | Added |
| Rockefeller Capital Management L.P. | 9,907 | $1.42M | 0.00% | −756−7.1% | Reduced |
| Quantbot Technologies LP | 9,815 | $1.41M | 0.06% | +9,815 | New |
| Diversified Management Inc | 9,654 | $1.39M | 0.24% | +9,654 | New |
| Appleton Partners Inc | 9,559 | $1.37M | 0.10% | −1,695−15.1% | Reduced |
| Crawford Investment Counsel Inc | 9,506 | $1.37M | 0.02% | +1,090+13.0% | Added |
| Spears Abacus Advisors LLC | 9,094 | $1.31M | 0.03% | −790−8.0% | Reduced |
| Assetmark, Inc | 8,721 | $1.25M | 0.00% | −1,269−12.7% | Reduced |
| Pictet Asset Management Holding SA | 8,606 | $1.24M | 0.00% | +516+6.4% | Added |
| Xponance, Inc. | 8,585 | $1.23M | 0.01% | +1,466+20.6% | Added |
| Richard Bernstein Advisors LLC | 8,492 | $1.22M | 0.04% | 00.0% | Unchanged |
| Gibbs Wealth Management | 8,412 | $1.21M | 0.16% | −349−4.0% | Reduced |
| Highland Capital Management, LLC | 8,358 | $1.20M | 0.06% | −42−0.5% | Reduced |
| Mayflower Financial Advisors, LLC | 1,122,126 | $1.19M | 0.14% | −60.0% | Reduced |
| Pacer Advisors, Inc. | 8,198 | $1.18M | 0.00% | +133+1.6% | Added |
| Brevan Howard Capital Management LP | 8,172 | $1.17M | 0.01% | +8,172 | New |
| Cim, LLC | 8,152 | $1.17M | 0.17% | −48−0.6% | Reduced |
| Henshaw Capital LLC | 7,964 | $1.14M | 0.04% | +7,964 | New |
| CWM, LLC | 7,946 | $1.14M | 0.00% | −2,320−22.6% | Reduced |
| Numerai GP LLC | 7,937 | $1.14M | 0.11% | +2,788+54.1% | Added |
| Brinker Capital Investments, LLC | 7,722 | $1.11M | 0.01% | −2,625−25.4% | Reduced |
| Fisher Asset Management, LLC | 7,708 | $1.11M | 0.00% | +7,708 | New |
| GWM Advisors LLC | 7,651 | $1.10M | 0.00% | −13,915−64.5% | Reduced |
| Diversified Trust Co | 7,506 | $1.08M | 0.02% | +3,451+85.1% | Added |
| QRG Capital Management, Inc. | 7,444 | $1.07M | 0.01% | −6,520−46.7% | Reduced |
| Park Avenue Securities LLC | 7,077 | $1.02M | 0.01% | −1,279−15.3% | Reduced |
| Resources Management Corp | 7,045 | $1.01M | 0.13% | +1,112+18.7% | Added |
| Summit Trail Advisors, LLC | 7,029 | $1.01M | 0.01% | +167+2.4% | Added |
| Truist Financial Corp | 6,985 | $1.00M | 0.00% | −697−9.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,732 | $966.9K | 0.03% | −318−4.5% | Reduced |
| Taylor Frigon Capital Management LLC | 6,641 | $953.7K | 0.54% | −259−3.8% | Reduced |
| GAMMA Investing LLC | 6,559 | $942.0K | 0.04% | +973+17.4% | Added |
| New York Life Investment Management LLC | 6,529 | $937.7K | 0.01% | +1,648+33.8% | Added |
| Bank of Nova Scotia | 6,363 | $913.9K | 0.00% | +2,477+63.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,999 | $861.5K | 0.00% | −2,837−32.1% | Reduced |
| Intrust Bank NA | 5,904 | $847.9K | 0.07% | −608−9.3% | Reduced |
| TD Asset Management Inc | 5,900 | $847.4K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 5,770 | $828.7K | 0.03% | +292+5.3% | Added |
| M&T Bank Corp | 5,704 | $819.7K | 0.00% | −989−14.8% | Reduced |
| Callan Family Office, LLC | 5,601 | $804.4K | 0.02% | +1,497+36.5% | Added |
| Union Bancaire Privee, UBP SA | 5,774 | $802.6K | 0.01% | +599+11.6% | Added |
| Fulton Bank, N.A. | 5,425 | $779.1K | 0.03% | −262−4.6% | Reduced |
| State of Alaska, Department of Revenue | 5,415 | $777.0K | 0.01% | 00.0% | Unchanged |
| PDT Partners, LLC | 5,403 | $776.0K | 0.05% | −19,378−78.2% | Reduced |
| Jefferies Financial Group Inc. | 5,400 | $775.5K | 0.01% | +4,083+310.0% | Added |
| James Investment Research Inc | 5,248 | $753.7K | 0.08% | +6+0.1% | Added |
| Sendero Wealth Management, LLC | 5,212 | $748.5K | 0.08% | +900+20.9% | Added |
| Voya Investment Management LLC | 5,198 | $746.5K | 0.00% | −78−1.5% | Reduced |
| Landscape Capital Management, L.L.C. | 5,048 | $725.0K | 0.05% | +5,048 | New |
| Axq Capital, LP | 5,005 | $718.8K | 0.09% | −566−10.2% | Reduced |
| Captrust Financial Advisors | 4,960 | $712.4K | 0.00% | −283−5.4% | Reduced |
| Strategic Wealth Designers | 4,903 | $704.2K | 0.09% | −83−1.7% | Reduced |
| Norden Group LLC | 4,878 | $700.6K | 0.07% | −165−3.3% | Reduced |
| First Eagle Investment Management, LLC | 4,875 | $700.1K | 0.00% | +351+7.8% | Added |
| Stegent Equity Advisors, Inc. | 4,593 | $659.6K | 0.56% | −3,538−43.5% | Reduced |
| J2 Capital Management Inc | 4,567 | $655.9K | 0.45% | +1,441+46.1% | Added |
| Inspire Advisors, LLC | 4,529 | $650.5K | 0.05% | +1,427+46.0% | Added |
| Apriem Advisors | 4,481 | $643.6K | 0.06% | +4,481 | New |
| Naples Global Advisors, LLC | 4,450 | $639.1K | 0.05% | +485+12.2% | Added |
| Bridges Investment Management Inc | 4,417 | $634.4K | 0.01% | −616−12.2% | Reduced |
| Connable Office Inc | 4,347 | $624.3K | 0.06% | −762−14.9% | Reduced |
| Federated Hermes, Inc. | 4,321 | $620.6K | 0.00% | −63−1.4% | Reduced |
| Magnetar Financial LLC | 4,319 | $620.3K | 0.01% | −477−9.9% | Reduced |
| AXA S.A. | 4,307 | $618.6K | 0.24% | −430−9.1% | Reduced |
| Crossmark Global Holdings, Inc. | 4,287 | $615.7K | 0.01% | −26−0.6% | Reduced |
| Vident Advisory, LLC | 4,254 | $611.1K | 0.01% | +1,578+59.0% | Added |
| LRT Capital Management, LLC | 4,122 | $592.0K | 0.55% | +4,122 | New |
| Ronald Blue Trust, Inc. | 4,016 | $576.7K | 0.01% | +160+4.1% | Added |
| Portside Wealth Group, LLC | 3,999 | $574.3K | 0.08% | −951−19.2% | Reduced |
| Securian Asset Management, Inc | 3,951 | $567.4K | 0.02% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,907 | $561.1K | 0.00% | −1,360−25.8% | Reduced |
| Custom Index Systems, LLC | 3,888 | $558.4K | 0.24% | +176+4.7% | Added |
| Yorktown Management & Research Co Inc | 3,850 | $552.9K | 0.46% | 00.0% | Unchanged |
| Mariner, LLC | 3,819 | $548.7K | 0.00% | −10,128−72.6% | Reduced |
| Studio Investment Management LLC | 3,761 | $540.2K | 0.10% | +47+1.3% | Added |
| Guggenheim Capital LLC | 3,692 | $530.2K | 0.00% | +464+14.4% | Added |
| Brookstone Capital Management | 3,669 | $527.0K | 0.01% | −122−3.2% | Reduced |
| Beacon Pointe Advisors, LLC | 3,596 | $516.5K | 0.00% | +1,542+75.1% | Added |