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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.

Q2 2026 vs. Q1 2026

How the institutions holding Houlihan Lokey, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of HLI: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders5476520−21
Shares54.9M61.4K56.3M+1.46M (+2.7%)
Value$7.72B$8.82M$7.40B−$313.7M (−4.1%)

6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (54)

Institutions that held Houlihan Lokey, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to HLI in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank656,486$88.1M0.01%
Ariel Investments, LLC244,520$32.8M0.33%
MUFG Securities EMEA plc79,700$10.7M0.11%
Renaissance Technologies LLC76,000$10.2M0.01%
Prana Capital Management, LP71,882$9.64M0.29%
Leith Wheeler Investment Counsel Ltd.61,888$8.30M0.63%
Dark Forest Capital Management LP40,895$5.49M0.35%
Jupiter Topco LLC30,584$4.10M0.00%
FJ Capital Management LLC17,497$2.35M0.30%
Polar Asset Management Partners Inc.14,639$1.96M0.04%
Capital Fund Management S.A.13,781$1.85M0.01%
Gsa Capital Partners LLP12,657$1.70M0.11%
Acadian Asset Management LLC4,178$559.0K0.00%
Caitlin John, LLC3,833$514.1K0.28%
Worldquant Millennium Advisors LLC3,751$503.1K0.00%
Virginia Retirement Systems Et Al3,600$482.9K0.00%
CWM Advisors, LLC3,528$473.2K0.02%
Sepio Capital, LP3,406$456.8K0.02%
Caxton Associates LLP3,393$455.1K0.01%
Sound Capital Solutions LLC3,142$421.4K0.10%
Mission Wealth Management, LP2,876$385.8K0.00%
Merit Financial Group, LLC2,772$371.8K0.00%
iA Global Asset Management Inc.2,687$360.0K0.00%
Nykredit A/S2,591$347.5K0.00%
Fieldview Capital Management, LLC2,376$318.7K0.09%
B. Metzler seel. Sohn & Co. AG1,919$257.4K0.00%
Diversify Advisory Services, LLC1,784$252.0K0.00%
Nicolet Bankshares Inc1,754$249.9K0.01%
Brighton Jones LLC1,706$228.8K0.00%
RSM US Wealth Management LLC1,685$226.0K0.00%
Mosaic Family Wealth Partners, LLC1,540$206.6K0.01%
Machina Capital S.A.S.1,529$205.1K0.03%
Global Retirement Partners, LLC1,366$183.3K0.00%
Graticule Asia Macro Advisors LLC902$121.0K0.01%
Harbor Investment Advisory, LLC408$54.7K0.00%
Silvant Capital Management LLC280$37.6K0.00%
Purpose Unlimited Inc.165$22.4K0.00%
Alpine Bank Wealth Management117$15.7K0.00%
Crewe Advisors LLC86$11.5K0.00%
Webster Bank, N. A.58$7.78K0.00%
Action Point Financial Planning, LLC60$7.38K0.00%
True Wealth Design, LLC54$7.24K0.00%
Tidemark, LLC51$6.84K0.00%
Optiver Holding B.V.43$5.77K0.00%
IFG Advisory, LLC28$3.76K0.00%
Continuum Advisory, LLC24$3.22K0.00%
Silver Grove Financial Group, Inc.23$3.08K0.00%
Cape Investment Advisory, Inc.20$2.68K0.00%
Creative Capital Management Investments LLC15$2.01K0.00%
LRI Investments, LLC3$4020.00%
DecisionPoint Financial, LLC2$2760.00%
Maryland Capital Advisors Inc.1$1350.00%
Caitong International Asset Management Co., Ltd1$1340.00%
Navigoe, LLC1$00.00%

Sold out (75)

Institutions that held Houlihan Lokey, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of HLI in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Nomura Asset Management International Inc.379,183$54.5M
Congress Asset Management Co232,980$33.5M
Renaissance Group LLC151,275$21.7M
Balyasny Asset Management LLC116,331$16.7M
ArrowMark Colorado Holdings LLC84,086$12.1M
Edgestream Partners, L.P.55,338$7.95M
Wealth High Governance Asset Management Ltda.47,784$6.86M
Susquehanna Fundamental Investments, LLC41,346$5.94M
Jane Street Group, LLC35,494$5.10M
BW Gestao de Investimentos Ltda.25,816$3.71M
Wealth High Governance Capital Ltda25,816$3.71M
Healthcare of Ontario Pension Plan Trust Fund21,011$3.02M
Point72 Asset Management, L.P.18,421$2.65M
Dynamic Technology Lab Private Ltd11,806$1.70M
Natixis10,756$1.54M
Diversified Management Inc9,654$1.39M
Numerai GP LLC7,937$1.14M
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6,732$966.9K
TD Asset Management Inc5,900$847.4K
Landscape Capital Management, L.L.C.5,048$725.0K
Strategic Wealth Designers4,903$704.2K
Stegent Equity Advisors, Inc.4,593$659.6K
Magnetar Financial LLC4,319$620.3K
AXA S.A.4,307$618.6K
LRT Capital Management, LLC4,122$592.0K
Mariner, LLC3,819$548.7K
Mitsubishi UFJ Trust & Banking Corp3,583$514.6K
Keybank National Association3,400$488.3K
ING Groep NV3,200$459.6K
Mount Lucas Management LP3,162$454.1K
Susquehanna Portfolio Strategies, LLC3,040$436.6K
Ethic Inc.2,802$402.4K
Inceptionr LLC2,778$399.0K
Catalyst Funds Management Pty Ltd2,700$387.8K
Lecap Asset Management Ltd2,676$384.3K
Jump Financial, LLC2,600$373.4K
Two Sigma Securities, LLC2,454$352.4K
Beverly Hills Private Wealth, LLC2,386$342.7K
Vise Technologies, Inc.1,919$334.3K
Private Advisor Group, LLC2,245$322.4K
We Are One Seven, LLC2,217$318.4K
Boothbay Fund Management, LLC2,097$301.2K
Legacy Wealth Asset Management, LLC2,077$298.3K
Abel Hall, LLC2,023$290.5K
ISAM Funds (UK) Ltd1,885$270.7K
Virtu Financial LLC1,871$269.0K
DRW Securities, LLC1,697$243.7K
Arkadios Wealth Advisors1,497$215.0K
Evoke Wealth, LLC1,428$205.1K
Aigen Investment Management, LP1,415$203.2K
MQS Management LLC1,393$200.1K
AlphaCentric Advisors LLC499$71.7K
Wellington Grp LLC394$56.6K
Annis Gardner Whiting Capital Advisors, LLC236$33.9K
Clark Wealth Partners181$26.0K
RWM Asset Management, LLC140$20.1K
Root Financial Partners, LLC95$13.6K
Westend Capital Management, LLC39$5.60K
Twin Peaks Wealth Advisors, LLC32$4.60K
Sachetta, LLC30$4.31K
ZRC Wealth Management, LLC27$3.88K
Sound Income Strategies, LLC26$3.67K
Central Trust Co23$3.30K
Innovative Asset Advisors Group, LLC21$3.02K
Scarborough Advisors, LLC20$2.87K
Dogwood Wealth Management LLC19$2.73K
United Financial Planning Group LLC17$2.44K
Richardson Capital Management LLC8$1.15K
Harvest Fund Management Co., Ltd4$1.00K
South State Corp.4$575
Vermillion Wealth Management, Inc.2$287
Intentional Wealth Strategies, LLC2$287
Dunhill Financial, LLC1$193
Curio Wealth, LLC1$144
Avion Wealth6$0

Not filed for Q2 2026 yet (6)

Institutions that held Houlihan Lokey, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HLI in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC33,186$4.77M
Richard Bernstein Advisors LLC8,492$1.22M
Gibbs Wealth Management8,412$1.21M
CWM, LLC7,946$1.14M
Skopos Labs, Inc.3,370$484.0K
Sunbelt Securities, Inc.29$4.17K