Houlihan Lokey, Inc.

HLI

Exchange: NYSE
Industry: Investment Advice
SEC CIK: 0001302215

SEC filings (opens in a new tab)

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

Value held

Institutions holding HLI and their total value by quarter
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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Crawford Fund Management, LLC	–	–	–	–	Not filed
T. Rowe Price Investment Management, Inc.	–	–	–	–	Not filed
Interval Partners, LP	–	–	–	–	Not filed
Aptus Capital Advisors, LLC	–	–	–	–	Not filed
Boston Partners	–	–	–	–	Not filed
California State Teachers Retirement System	–	–	–	–	Not filed
Leith Wheeler Investment Counsel Ltd.	–	–	–	–	Not filed
Schonfeld Strategic Advisors LLC	–	–	–	–	Not filed
Retirement Systems of Alabama	–	–	–	–	Not filed
Citigroup Inc	–	–	–	–	Not filed
Vanguard Asset Management, Ltd	–	–	–	–	Not filed
Franklin, Parlapiano, Turner & Welch, LLC	–	–	–	–	Not filed
Price T Rowe Associates Inc	–	–	–	–	Not filed
Van Eck Associates Corp	–	–	–	–	Not filed
Mutual of America Capital Management LLC	–	–	–	–	Not filed
XTX Topco Ltd	–	–	–	–	Not filed
Stifel Financial Corp	–	–	–	–	Not filed
HSBC Holdings PLC	–	–	–	–	Not filed
Creative Planning	–	–	–	–	Not filed
Quantinno Capital Management LP	–	–	–	–	Not filed
Teacher Retirement System of Texas	–	–	–	–	Not filed
Y-Intercept (Hong Kong) Ltd	–	–	–	–	Not filed
Dark Forest Capital Management LP	–	–	–	–	Not filed
Whittier Trust Co of Nevada Inc	–	–	–	–	Not filed
Grandeur Peak Global Advisors, LLC	–	–	–	–	Not filed
Brevan Howard Capital Management LP	–	–	–	–	Not filed
Prudential Financial Inc	–	–	–	–	Not filed
Manufacturers Life Insurance Company, The	–	–	–	–	Not filed
STRS Ohio	–	–	–	–	Not filed
Great West Life Assurance Co	–	–	–	–	Not filed
Amundi	–	–	–	–	Not filed
Commerce Bank	–	–	–	–	Not filed
Fifth Third Bancorp	–	–	–	–	Not filed
Pier Capital, LLC	–	–	–	–	Not filed
Intech Investment Management LLC	–	–	–	–	Not filed
First Trust Advisors LP	–	–	–	–	Not filed
CI Private Wealth, LLC	–	–	–	–	Not filed
Wealth Enhancement Advisory Services, LLC	–	–	–	–	Not filed
Jupiter Topco LLC	–	–	–	–	Not filed
Royce & Associates LP	–	–	–	–	Not filed
Walled Lake Planning & Wealth Management, LLC	–	–	–	–	Not filed
Hilton Capital Management, LLC	–	–	–	–	Not filed
Geneos Wealth Management Inc.	–	–	–	–	Not filed
MetLife Investment Management	–	–	–	–	Not filed
Deutsche Bank AG	–	–	–	–	Not filed
Bell Asset Management Ltd	–	–	–	–	Not filed
VELA Investment Management, LLC	–	–	–	–	Not filed
Empowered Funds, LLC	–	–	–	–	Not filed
Toroso Investments, LLC	–	–	–	–	Not filed
Harbor Advisors LLC	–	–	–	–	Not filed
Twinbeech Capital LP	–	–	–	–	Not filed
Amalgamated Bank	–	–	–	–	Not filed
Police & Firemen's Retirement System of New Jersey	–	–	–	–	Not filed
Trexquant Investment LP	–	–	–	–	Not filed
Man Group plc	–	–	–	–	Not filed
American Century Companies Inc	–	–	–	–	Not filed
Treasurer of the State of North Carolina	–	–	–	–	Not filed
Quantbot Technologies LP	–	–	–	–	Not filed
State of Wisconsin Investment Board	–	–	–	–	Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)	–	–	–	–	Not filed
Cetera Investment Advisers	–	–	–	–	Not filed
Cerity Partners LLC	–	–	–	–	Not filed
Victory Capital Management Inc	–	–	–	–	Not filed
Axq Capital, LP	–	–	–	–	Not filed
Public Employees Retirement System of Ohio	–	–	–	–	Not filed
Vanguard Global Advisers, LLC	–	–	–	–	Not filed
Atwood & Palmer Inc	–	–	–	–	Not filed
Ambassador Advisors, LLC	–	–	–	–	Not filed
Baird Financial Group, Inc.	–	–	–	–	Not filed
Pathstone Holdings, LLC	–	–	–	–	Not filed
Wiley Bros.-Aintree Capital, LLC	–	–	–	–	Not filed
Engineers Gate Manager LP	–	–	–	–	Not filed
Oppenheimer Asset Management Inc.	–	–	–	–	Not filed
State of Tennessee, Treasury Department	–	–	–	–	Not filed
SG Americas Securities, LLC	–	–	–	–	Not filed
State Board of Administration of Florida Retirement System	–	–	–	–	Not filed
Voleon Capital Management LP	–	–	–	–	Not filed
Entropy Technologies, LP	–	–	–	–	Not filed
FJ Capital Management LLC	–	–	–	–	Not filed
US Bancorp	–	–	–	–	Not filed
Sanctuary Advisors, LLC	–	–	–	–	Not filed
Ameritas Investment Partners, Inc.	–	–	–	–	Not filed
Teachers Retirement System of the State of Kentucky	–	–	–	–	Not filed
Weil Company, Inc.	–	–	–	–	Not filed
State of New Jersey Common Pension Fund D	–	–	–	–	Not filed
Bridgewater Associates, LP	–	–	–	–	Not filed
Louisiana State Employees Retirement System	–	–	–	–	Not filed
New York State Teachers Retirement System	–	–	–	–	Not filed
Yousif Capital Management, LLC	–	–	–	–	Not filed
The PNC Financial Services Group, Inc.	–	–	–	–	Not filed
Arizona State Retirement System	–	–	–	–	Not filed
FORA Capital, LLC	–	–	–	–	Not filed
Canada Pension Plan Investment Board	–	–	–	–	Not filed
Polar Asset Management Partners Inc.	–	–	–	–	Not filed
MML Investors Services, LLC	–	–	–	–	Not filed
Highland Capital Management, LLC	–	–	–	–	Not filed
Capital Fund Management S.A.	–	–	–	–	Not filed
JustInvest LLC	–	–	–	–	Not filed
Davenport & Co LLC	–	–	–	–	Not filed
Vanguard Investments Australia, Ltd.	–	–	–	–	Not filed