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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 3,583 | $514.6K | 0.00% | +1,939+117.9% | Added |
| Federation des caisses Desjardins du Quebec | 3,563 | $511.7K | 0.00% | −4,400−55.3% | Reduced |
| CAPROCK Group, Inc. | 3,522 | $505.9K | 0.01% | +781+28.5% | Added |
| Susquehanna International Group, LLP | 3,519 | $505.4K | 0.00% | −8,702−71.2% | Reduced |
| Clifford Group, LLC | 3,477 | $499.4K | 0.38% | −329−8.6% | Reduced |
| Swiss Life Asset Management Ltd | 3,463 | $497.4K | 0.00% | −545−13.6% | Reduced |
| Keybank National Association | 3,400 | $488.3K | 0.00% | −5,105−60.0% | Reduced |
| Skopos Labs, Inc. | 3,370 | $484.0K | 0.02% | +1,762+109.6% | Added |
| Janney Montgomery Scott LLC | 3,245 | $466.0K | 0.00% | −148−4.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,206 | $460.6K | 0.01% | +1,545+93.0% | Added |
| ING Groep NV | 3,200 | $459.6K | 0.00% | +3,200 | New |
| Mercer Global Advisors Inc | 3,191 | $458.3K | 0.00% | −920−22.4% | Reduced |
| Mount Lucas Management LP | 3,162 | $454.1K | 0.17% | −2,429−43.4% | Reduced |
| Integrated Wealth Concepts LLC | 3,156 | $453.3K | 0.00% | +3,156 | New |
| Optimize Financial Inc | 3,152 | $452.7K | 0.22% | +830+35.7% | Added |
| Integrated Investment Consultants, LLC | 3,101 | $445.4K | 0.09% | −194−5.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,049 | $437.9K | 0.01% | +3,049 | New |
| Tower Research Capital LLC (TRC) | 3,041 | $436.7K | 0.01% | −126−4.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 3,040 | $436.6K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,033 | $435.6K | 0.00% | +676+28.7% | Added |
| Dynasty Wealth Management, LLC | 3,031 | $435.4K | 0.00% | −67−2.2% | Reduced |
| Aviva PLC | 2,927 | $420.4K | 0.00% | +144+5.2% | Added |
| Venturi Wealth Management, LLC | 2,893 | $415.5K | 0.02% | +2,893 | New |
| Snowden Capital Advisors LLC | 2,868 | $411.9K | 0.01% | +136+5.0% | Added |
| Utah Retirement Systems | 2,859 | $410.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,822 | $405.3K | 0.01% | +344+13.9% | Added |
| OneAscent Investment Solutions LLC | 2,806 | $403.0K | 0.40% | −7−0.2% | Reduced |
| Ethic Inc. | 2,802 | $402.4K | 0.01% | −1,225−30.4% | Reduced |
| EntryPoint Capital, LLC | 2,800 | $402.1K | 0.12% | +2,800 | New |
| Walleye Capital LLC | 2,788 | $400.4K | 0.00% | −112,360−97.6% | Reduced |
| Inceptionr LLC | 2,778 | $399.0K | 0.10% | +2,778 | New |
| State of Wyoming | 2,770 | $397.8K | 0.05% | −1,047−27.4% | Reduced |
| Fiduciary Trust Co | 2,765 | $397.1K | 0.00% | −58−2.1% | Reduced |
| First Bank & Trust | 2,717 | $390.2K | 0.06% | −337−11.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 2,700 | $387.8K | 0.07% | +2,700 | New |
| Maryland State Retirement & Pension System | 2,697 | $387.3K | 0.01% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 2,676 | $384.3K | 0.14% | −1,354−33.6% | Reduced |
| Krilogy Financial LLC | 2,405 | $381.9K | 0.01% | +2,405 | New |
| Sequoia Financial Advisors, LLC | 2,618 | $376.0K | 0.00% | −3,089−54.1% | Reduced |
| Wealth Alliance | 2,602 | $373.7K | 0.04% | +7+0.3% | Added |
| Jump Financial, LLC | 2,600 | $373.4K | 0.01% | +2,600 | New |
| Vestcor Inc | 2,574 | $370.0K | 0.01% | −3,803−59.6% | Reduced |
| DnB Asset Management AS | 2,562 | $368.0K | 0.00% | +2,562 | New |
| Rehmann Capital Advisory Group | 2,552 | $366.7K | 0.02% | +684+36.6% | Added |
| Baker Ellis Asset Management LLC | 2,500 | $359.1K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,454 | $352.4K | 0.04% | +964+64.7% | Added |
| Advisory Services Network, LLC | 2,428 | $348.7K | 0.00% | −5,026−67.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 2,386 | $342.7K | 0.06% | −117−4.7% | Reduced |
| Wealthcare Capital Partners, LLC | 2,334 | $335.2K | 0.16% | +10+0.4% | Added |
| Vise Technologies, Inc. | 1,919 | $334.3K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 2,280 | $327.5K | 0.00% | +353+18.3% | Added |
| Trajan Wealth LLC | 2,274 | $326.6K | 0.01% | +536+30.8% | Added |
| Private Advisor Group, LLC | 2,245 | $322.4K | 0.00% | +4+0.2% | Added |
| We Are One Seven, LLC | 2,217 | $318.4K | 0.01% | +253+12.9% | Added |
| Accredited Investors Inc. | 2,196 | $315.4K | 0.02% | −4,207−65.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,195 | $315.0K | 0.00% | −108−4.7% | Reduced |
| ProShare Advisors LLC | 2,180 | $313.1K | 0.00% | −7−0.3% | Reduced |
| Aquatic Capital Management LLC | 2,164 | $310.8K | 0.01% | −1,943−47.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,130 | $305.9K | 0.01% | +577+37.2% | Added |
| Boothbay Fund Management, LLC | 2,097 | $301.2K | 0.01% | +238+12.8% | Added |
| Legacy Wealth Asset Management, LLC | 2,077 | $298.3K | 0.07% | +37+1.8% | Added |
| Cresset Asset Management, LLC | 2,076 | $298.1K | 0.00% | −5,047−70.9% | Reduced |
| Glenmede Trust Co NA | 2,074 | $297.9K | 0.00% | +45+2.2% | Added |
| Index Technologies Group LLC | 2,030 | $291.5K | 0.32% | +132+7.0% | Added |
| Gateway Investment Advisers LLC | 2,029 | $291.4K | 0.00% | +2,029 | New |
| Vista Finance, LLC | 2,027 | $291.1K | 0.23% | −96−4.5% | Reduced |
| Abel Hall, LLC | 2,023 | $290.5K | 0.06% | +2,023 | New |
| Diversify Wealth Management, LLC | 1,847 | $288.2K | 0.01% | +550+42.4% | Added |
| Umb Bank N A | 1,971 | $283.1K | 0.00% | −102−4.9% | Reduced |
| Argos Wealth Advisors, LLC | 1,930 | $277.2K | 0.08% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 1,918 | $275.5K | 0.03% | −1,001−34.3% | Reduced |
| AlphaGrep UK Ltd | 1,910 | $274.3K | 0.08% | +1,910 | New |
| Commonwealth Equity Services, LLC | 1,907 | $273.9K | 0.00% | +48+2.6% | Added |
| Benjamin Edwards Inc | 1,907 | $273.9K | 0.00% | −312−14.1% | Reduced |
| ISAM Funds (UK) Ltd | 1,885 | $270.7K | 0.13% | +1,885 | New |
| Virtu Financial LLC | 1,871 | $269.0K | 0.01% | −3,084−62.2% | Reduced |
| Sun Group Wealth Partners | 1,869 | $268.4K | 0.21% | +1,869 | New |
| Shelton Capital Management | 1,813 | $260.4K | 0.01% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 1,810 | $260.0K | 0.02% | +238+15.1% | Added |
| Allspring Global Investments Holdings, LLC | 1,844 | $258.9K | 0.00% | +437+31.1% | Added |
| Quadrant Capital Group LLC | 1,769 | $254.1K | 0.01% | −441−20.0% | Reduced |
| Kestra Private Wealth Services, LLC | 1,766 | $253.6K | 0.00% | −9−0.5% | Reduced |
| Riverwater Partners LLC | 1,752 | $251.6K | 0.08% | +292+20.0% | Added |
| Cassaday & Co Wealth Management LLC | 1,745 | $250.6K | 0.01% | −25−1.4% | Reduced |
| Hamilton Capital Partners Inc. | 1,730 | $248.5K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,720 | $247.0K | 0.01% | +432+33.5% | Added |
| SFMG, LLC | 1,716 | $246.5K | 0.02% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 1,531 | $244.5K | 0.02% | +1,531 | New |
| DRW Securities, LLC | 1,697 | $243.7K | 0.01% | +1,697 | New |
| NewEdge Wealth, LLC | 1,684 | $241.9K | 0.00% | −96−5.4% | Reduced |
| CIBC Asset Management Inc | 1,644 | $236.1K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,630 | $234.1K | 0.00% | +136+9.1% | Added |
| AlTi Global, Inc. | 1,620 | $232.7K | 0.01% | −57−3.4% | Reduced |
| Serenus Wealth Advisors, LLC | 1,610 | $231.2K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,586 | $227.8K | 0.00% | −15,957−91.0% | Reduced |
| North Dakota State Investment Board | 1,581 | $227.1K | 0.01% | −333−17.4% | Reduced |
| KBC Group NV | 1,557 | $224.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,528 | $219.5K | 0.00% | +81+5.6% | Added |
| Arkadios Wealth Advisors | 1,497 | $215.0K | 0.00% | −146−8.9% | Reduced |
| Evoke Wealth, LLC | 1,428 | $205.1K | 0.00% | −135−8.6% | Reduced |