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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
TD Private Client Wealth LLC22$3.16K0.00%−17−43.6%Reduced
Private Wealth Management Group, LLC21$3.02K0.00%00.0%Unchanged
Innovative Asset Advisors Group, LLC21$3.02K0.00%+21New
Bare Financial Services, Inc20$2.87K0.00%+12+150.0%Added
Scarborough Advisors, LLC20$2.87K0.00%+20New
TD Waterhouse Canada Inc.20$2.82K0.00%+20New
Raleigh Capital Management Inc.19$2.74K0.00%+19Added
Dogwood Wealth Management LLC19$2.73K0.00%−50−72.5%Reduced
Whipplewood Advisors, LLC19$2.73K0.00%+19New
First Pacific Financial17$2.47K0.00%00.0%Unchanged
United Financial Planning Group LLC17$2.44K0.00%+17New
Rothschild Investment LLC16$2.30K0.00%−89−84.8%Reduced
Hollencrest Capital Management14$2.01K0.00%00.0%Unchanged
Rialto Wealth Management, LLC14$2.01K0.00%+9+180.0%Added
Retirement Wealth Solutions LLC13$1.90K0.00%−13−50.0%Reduced
DiNuzzo Private Wealth, Inc.12$1.72K0.00%00.0%Unchanged
First Command Advisory Services, Inc.12$1.72K0.00%00.0%Unchanged
Manchester Capital Management LLC11$1.58K0.00%+1+10.0%Added
Investors Research Corp11$1.58K0.00%+11New
Bayban11$1.58K0.00%+11New
Essential Partners LLC10$1.44K0.00%−13−56.5%Reduced
CoreCap Advisors, LLC9$1.29K0.00%00.0%Unchanged
Cornerstone Financial Management LLC9$1.29K0.00%+4+80.0%Added
SHP Wealth Management9$1.29K0.00%+2+28.6%Added
SJS Investment Consulting Inc.8$1.15K0.00%−4−33.3%Reduced
Cromwell Holdings LLC8$1.15K0.00%00.0%Unchanged
Richardson Capital Management LLC8$1.15K0.00%+8New
MidFirst Bank8$1.15K0.00%+8New
Marquette Asset Management, LLC7$1.01K0.00%+7New
Bay Harbor Wealth Management, LLC7$1.00K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC7$1.00K0.00%+7New
Harvest Fund Management Co., Ltd4$1.00K0.00%00.0%Unchanged
Rossby Financial, LCC6$8460.00%+4+200.0%Added
American Capital Advisory, LLC5$7190.00%+5New
Creative Financial Designs Inc5$7180.00%00.0%Unchanged
South State Corp.4$5750.00%+4New
Breakwater Investment Management4$5750.00%+4New
HFM Investment Advisors, LLC3$4310.00%−10−76.9%Reduced
Financial Management Professionals, Inc.2$2870.00%00.0%Unchanged
Vermillion Wealth Management, Inc.2$2870.00%+2New
Intentional Wealth Strategies, LLC2$2870.00%+2New
Dunhill Financial, LLC1$1930.00%00.0%Unchanged
Hughes Financial Services, LLC1$1440.00%−2−66.7%Reduced
Quaker Wealth Management, LLC1$1440.00%00.0%Unchanged
TFC Financial Management1$1440.00%00.0%Unchanged
Curio Wealth, LLC1$1440.00%+1New
Avion Wealth6$00.00%+4+200.0%Added
Activest Wealth Management0$00.00%−3−100.0%Sold out
Robinhood Asset Management, LLC0$00.00%−39,395−100.0%Sold out
Thomas Story & Son LLC0$00.00%−34,375−100.0%Sold out
Dorsey Wright & Associates0$00.00%−28,123−100.0%Sold out
Weiss Asset Management LP0$00.00%−19,558−100.0%Sold out
Daiwa Securities Group Inc.0$00.00%−19,513−100.0%Sold out
Cinctive Capital Management LP0$00.00%−18,221−100.0%Sold out
Monument Capital Management0$00.00%−16,337−100.0%Sold out
Capital Fund Management S.A.0$00.00%−15,151−100.0%Sold out
Elo Mutual Pension Insurance Co0$00.00%−13,281−100.0%Sold out
Fideuram - Intesa Sanpaolo Private Banking S.P.A.0$00.00%−11,146−100.0%Sold out
Harbor Capital Advisors, Inc.0$00.00%−9,503−100.0%Sold out
Renaissance Technologies LLC0$00.00%−7,100−100.0%Sold out
Prudential PLC0$00.00%−6,226−100.0%Sold out
Pinebridge Investments LLC0$00.00%−5,308−100.0%Sold out
Harbor Investment Advisory, LLC0$00.00%−5,178−100.0%Sold out
Smith Group Asset Management, LLC0$00.00%−5,150−100.0%Sold out
United Capital Financial Advisers, LLC0$00.00%−5,002−100.0%Sold out
Acadian Asset Management LLC0$00.00%−4,323−100.0%Sold out
Marshall Wace, LLP0$00.00%−4,229−100.0%Sold out
Impact Partnership Wealth, LLC0$00.00%−3,930−100.0%Sold out
Hanlon Investment Management, Inc.0$00.00%−3,672−100.0%Sold out
Illinois Municipal Retirement Fund0$00.00%−3,350−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−3,109−100.0%Sold out
Csenge Advisory Group0$00.00%−2,895−100.0%Sold out
Caxton Associates LLP0$00.00%−2,857−100.0%Sold out
Scientech Research LLC0$00.00%−2,771−100.0%Sold out
Integrated Quantitative Investments LLC0$00.00%−2,650−100.0%Sold out
Cynosure Management, LLC0$00.00%−2,278−100.0%Sold out
Freestone Grove Partners LP0$00.00%−2,274−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−2,200−100.0%Sold out
Round Rock Advisors, LLC0$00.00%−2,073−100.0%Sold out
HighPoint Advisor Group LLC0$00.00%−2,062−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−2,049−100.0%Sold out
AE Wealth Management LLC0$00.00%−1,898−100.0%Sold out
NLB Skladi, upravljanje premozenja, d.o.o.0$00.00%−1,817−100.0%Sold out
Anb Bank0$00.00%−1,807−100.0%Sold out
Hutchens & Kramer Investment Management Group, LLC0$00.00%−1,787−100.0%Sold out
Brown Miller Wealth Management, LLC0$00.00%−1,761−100.0%Sold out
Axxcess Wealth Management, LLC0$00.00%−1,761−100.0%Sold out
Legato Capital Management LLC0$00.00%−1,750−100.0%Sold out
Fedenia Advisers LLC0$00.00%−1,651−100.0%Sold out
Advyzon Investment Management, LLC0$00.00%−1,569−100.0%Sold out
Ritholtz Wealth Management0$00.00%−1,548−100.0%Sold out
Ausdal Financial Partners, Inc.0$00.00%−1,529−100.0%Sold out
Marex Group plc0$00.00%−1,502−100.0%Sold out
Warren Averett Asset Management, LLC0$00.00%−1,467−100.0%Sold out
FourThought Financial Partners, LLC0$00.00%−1,418−100.0%Sold out
Journey Retirement Planning & Investment Management LLC0$00.00%−1,413−100.0%Sold out
111 Capital0$00.00%−1,402−100.0%Sold out
Lido Advisors, LLC0$00.00%−1,207−100.0%Sold out
Okabena Investment Services Inc0$00.00%−1,382−100.0%Sold out
Forum Financial Management, LP0$00.00%−1,352−100.0%Sold out