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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, Q3 2026

Institutional positions in Houlihan Lokey, Inc. as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
3
+1 vs. Q2 2026
Shares held
255
−344 (−57.4%) vs. Q2 2026
Total value
$32.2K
−$48.2K (−59.9%) vs. Q2 2026
New holders
1
0 more added
Sold out
0
2 more reduced

518 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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 holders
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 held
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, Q3 2026

Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q2 2026.

Institutions holding HLI in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Planning Strategies Inc.7$8840.00%+7New
CX Institutional8$1.00K0.00%−81−91.0%Reduced
Versant Capital Management, Inc240$30.3K0.00%−270−52.9%Reduced
BlackRock, Inc.––––Not filed
Vanguard Portfolio Management LLC––––Not filed
Vanguard Capital Management LLC––––Not filed
Kayne Anderson Rudnick Investment Management LLC––––Not filed
Earnest Partners LLC––––Not filed
Royal Bank of Canada––––Not filed
State Street Corp––––Not filed
Morgan Stanley––––Not filed
Geode Capital Management, LLC––––Not filed
Bank of Montreal––––Not filed
Citadel Advisors LLC––––Not filed
Neuberger Berman Group LLC––––Not filed
Fiduciary Management Inc––––Not filed
Wellington Management Group LLP––––Not filed
Bank of America Corp––––Not filed
Bamco Inc––––Not filed
Goldman Sachs Group Inc––––Not filed
Qube Research & Technologies Ltd––––Not filed
Dimensional Fund Advisors LP––––Not filed
FMR LLC––––Not filed
Norges Bank––––Not filed
SEI Investments Co––––Not filed
Clearbridge Investments, LLC––––Not filed
LPL Financial LLC––––Not filed
Invesco Ltd.––––Not filed
Capital Research Global Investors––––Not filed
Northern Trust Corp––––Not filed
Vaughan Nelson Investment Management, L.P.––––Not filed
AQR Capital Management LLC––––Not filed
Westfield Capital Management Co LP––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Van Berkom & Associates Inc.––––Not filed
Nordea Investment Management AB––––Not filed
Raymond James Financial Inc––––Not filed
Bank of New York Mellon Corp––––Not filed
Capital International Investors––––Not filed
Natixis Advisors, L.P.––––Not filed
Jennison Associates LLC––––Not filed
Millennium Management LLC––––Not filed
GW&K Investment Management, LLC––––Not filed
Thrivent Financial for Lutherans––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
UBS Group AG––––Not filed
Wells Fargo & Company––––Not filed
Jones Financial Companies LLLP––––Not filed
D. E. Shaw & Co., Inc.––––Not filed
Envestnet Asset Management Inc––––Not filed
Tudor Investment Corp Et Al––––Not filed
Woodley Farra Manion Portfolio Management Inc––––Not filed
Schroder Investment Management Group––––Not filed
Voloridge Investment Management, LLC––––Not filed
Ariel Investments, LLC––––Not filed
Eventide Asset Management, LLC––––Not filed
Handelsbanken Fonder AB––––Not filed
Ancora Advisors, LLC––––Not filed
Champlain Investment Partners, LLC––––Not filed
Fiera Capital Corp––––Not filed
Franklin Resources Inc––––Not filed
Barlow Wealth Partners, Inc.––––Not filed
Barclays PLC––––Not filed
HighTower Advisors, LLC––––Not filed
UBS Asset Management Americas Inc––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
Alyeska Investment Group, L.P.––––Not filed
Grantham, Mayo, Van Otterloo & Co. LLC––––Not filed
Fenimore Asset Management Inc––––Not filed
Segall Bryant & Hamill, LLC––––Not filed
HRT Financial LP––––Not filed
Argent Capital Management LLC––––Not filed
Nuveen, LLC––––Not filed
Rhumbline Advisers––––Not filed
JPMorgan Chase & Co––––Not filed
Caisse de Depot Et Placement du Quebec––––Not filed
Assenagon Asset Management S.A.––––Not filed
Walleye Capital LLC––––Not filed
Principal Financial Group Inc––––Not filed
GHP Investment Advisors, Inc.––––Not filed
Brown Advisory Inc––––Not filed
Flputnam Investment Management Co––––Not filed
Swiss National Bank––––Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.––––Not filed
Ameriprise Financial Inc––––Not filed
New York State Common Retirement Fund––––Not filed
Alps Advisors Inc––––Not filed
California Public Employees Retirement System––––Not filed
Two Sigma Investments, LP––––Not filed
Montanaro Asset Management Ltd––––Not filed
Whittier Trust Co––––Not filed
ExodusPoint Capital Management, LP––––Not filed
MUFG Securities EMEA plc––––Not filed
Squarepoint Ops LLC––––Not filed
Renaissance Technologies LLC––––Not filed
Alliancebernstein L.P.––––Not filed
Legal & General Group Plc––––Not filed
Prana Capital Management, LP––––Not filed
Jain Global LLC––––Not filed
Russell Investments Group, Ltd.––––Not filed