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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 1,415 | $203.2K | 0.05% | +1,415 | New |
| MQS Management LLC | 1,393 | $200.1K | 0.14% | −792−36.2% | Reduced |
| Horizon Investments, LLC | 1,320 | $189.6K | 0.00% | +187+16.5% | Added |
| IFP Advisors, Inc | 1,287 | $184.8K | 0.00% | −407−24.0% | Reduced |
| Sterling Capital Management LLC | 1,270 | $182.4K | 0.00% | −858−40.3% | Reduced |
| Huntington National Bank | 1,240 | $178.1K | 0.00% | +84+7.3% | Added |
| Los Angeles Capital Management LLC | 1,199 | $172.2K | 0.00% | −2,096−63.6% | Reduced |
| MAI Capital Management | 1,108 | $159.1K | 0.00% | +343+44.8% | Added |
| Smartleaf Asset Management LLC | 1,089 | $153.7K | 0.01% | −30−2.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,039 | $149.2K | 0.00% | −736−41.5% | Reduced |
| Stephenson National Bank & Trust | 974 | $139.9K | 0.04% | +348+55.6% | Added |
| Sankala Group LLC | 990 | $139.7K | 0.11% | −44−4.3% | Reduced |
| Allworth Financial LP | 905 | $130.0K | 0.00% | +50+5.8% | Added |
| Brown Brothers Harriman & Co | 885 | $127.1K | 0.00% | +69+8.5% | Added |
| Parallel Advisors, LLC | 878 | $126.1K | 0.00% | −117−11.8% | Reduced |
| AdvisorNet Financial, Inc | 849 | $121.9K | 0.01% | −26−3.0% | Reduced |
| Signaturefd, LLC | 747 | $107.3K | 0.00% | +142+23.5% | Added |
| Covestor Ltd | 717 | $103.0K | 0.07% | −588−45.1% | Reduced |
| Mather Group, LLC. | 584 | $83.9K | 0.00% | +584 | New |
| Park Place Capital Corp | 553 | $79.4K | 0.02% | −3−0.5% | Reduced |
| AlphaCentric Advisors LLC | 499 | $71.7K | 0.07% | −364−42.2% | Reduced |
| Quarry LP | 499 | $71.7K | 0.01% | −19−3.7% | Reduced |
| Anchor Investment Management, LLC | 450 | $64.6K | 0.01% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 446 | $64.1K | 0.04% | −1,884−80.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 433 | $62.2K | 0.01% | −30,298−98.6% | Reduced |
| Wellington Grp LLC | 394 | $56.6K | 0.02% | −136−25.7% | Reduced |
| Eurizon Capital SGR S.p.A. | 398 | $56.4K | 0.00% | +208+109.5% | Added |
| Bessemer Group Inc | 354 | $51.0K | 0.00% | −835−70.2% | Reduced |
| Bayforest Capital Ltd | 354 | $50.8K | 0.06% | −438−55.3% | Reduced |
| Emerald Advisers, LLC | 345 | $49.5K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 334 | $48.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 298 | $42.8K | 0.00% | +163+120.7% | Added |
| Farther Finance Advisors, LLC | 297 | $41.9K | 0.00% | −63−17.5% | Reduced |
| Versant Capital Management, Inc | 267 | $38.3K | 0.00% | −111−29.4% | Reduced |
| Vanguard National Trust Co | 260 | $37.3K | 0.00% | +260 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 236 | $33.9K | 0.01% | +120+103.4% | Added |
| Bartlett & Co. Wealth Management LLC | 217 | $32.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 222 | $31.9K | 0.00% | −46−17.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 215 | $30.9K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 203 | $29.2K | 0.00% | −4−1.9% | Reduced |
| Trust Co of Toledo NA | 191 | $27.4K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 181 | $26.0K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 170 | $24.4K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 169 | $24.3K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 165 | $23.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 163 | $23.4K | 0.00% | −6−3.6% | Reduced |
| Millstone Evans Group, LLC | 155 | $22.3K | 0.01% | +109+237.0% | Added |
| Golden State Wealth Management, LLC | 154 | $22.1K | 0.00% | +1+0.7% | Added |
| Golden State Equity Partners | 153 | $22.1K | 0.00% | +153 | New |
| RWM Asset Management, LLC | 140 | $20.1K | 0.00% | +140 | New |
| FWL Investment Management, LLC | 138 | $19.8K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 133 | $19.1K | 0.01% | −48−26.5% | Reduced |
| Fortitude Family Office, LLC | 115 | $16.5K | 0.00% | +5+4.5% | Added |
| Westside Investment Management, Inc. | 116 | $16.4K | 0.00% | −32−21.6% | Reduced |
| HHM Wealth Advisors, LLC | 104 | $14.9K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $14.4K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 95 | $13.6K | 0.00% | −57−37.5% | Reduced |
| Financial Network Wealth Advisors LLC | 92 | $13.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 92 | $13.2K | 0.00% | +4+4.5% | Added |
| CX Institutional | 88 | $13.0K | 0.00% | +88 | New |
| Pinnacle Wealth Planning Services, Inc. | 86 | $12.4K | 0.00% | +14+19.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78 | $11.2K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 77 | $11.1K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 75 | $10.8K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 75 | $10.8K | 0.00% | +11+17.2% | Added |
| Cornerstone Planning Group LLC | 72 | $10.8K | 0.00% | −130−64.4% | Reduced |
| CVA Family Office, LLC | 74 | $10.6K | 0.00% | +69+1,380.0% | Added |
| Larson Financial Group LLC | 72 | $10.3K | 0.00% | +13+22.0% | Added |
| Key Financial Inc | 67 | $9.62K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 67 | $9.62K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 64 | $9.19K | 0.00% | −28−30.4% | Reduced |
| SRS Capital Advisors, Inc. | 62 | $8.90K | 0.00% | −201−76.4% | Reduced |
| Clearstead Advisors, LLC | 61 | $8.76K | 0.00% | −1,282−95.5% | Reduced |
| JFS Wealth Advisors, LLC | 56 | $8.04K | 0.00% | +1+1.8% | Added |
| TD Capital Management LLC | 56 | $8.02K | 0.00% | +20+55.6% | Added |
| North Star Investment Management Corp. | 53 | $7.55K | 0.00% | +24+82.8% | Added |
| Basepoint Wealth LLC | 52 | $7.42K | 0.00% | +1+2.0% | Added |
| Nvest Wealth Strategies, Inc. | 50 | $7.18K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 46 | $6.61K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 44 | $6.32K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 44 | $6.32K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 42 | $6.03K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 42 | $6.03K | 0.00% | +42 | New |
| Keating Financial Advisory Services, Inc. | 40 | $5.75K | 0.00% | +30+300.0% | Added |
| Westend Capital Management, LLC | 39 | $5.60K | 0.00% | −2−4.9% | Reduced |
| American National Bank | 36 | $5.17K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 35 | $5.03K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 33 | $4.74K | 0.00% | +33 | New |
| International Assets Investment Management, LLC | 33 | $4.65K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 32 | $4.60K | 0.00% | +32 | New |
| Sachetta, LLC | 30 | $4.31K | 0.00% | +27+900.0% | Added |
| Sunbelt Securities, Inc. | 29 | $4.17K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 28 | $4.05K | 0.00% | −3−9.7% | Reduced |
| Bravera Wealth | 27 | $3.88K | 0.00% | −4−12.9% | Reduced |
| ZRC Wealth Management, LLC | 27 | $3.88K | 0.00% | +27 | New |
| PFS Partners, LLC | 26 | $3.77K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 26 | $3.73K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 26 | $3.67K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 23 | $3.30K | 0.00% | +23 | New |
| Fourth Dimension Wealth, LLC | 22 | $3.16K | 0.00% | −1,153−98.1% | Reduced |