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
Allstate Corp	–	–	–	–	Not filed
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	–	–	–	–	Not filed
State of Michigan Retirement System	–	–	–	–	Not filed
KLP Kapitalforvaltning AS	–	–	–	–	Not filed
Gsa Capital Partners LLP	–	–	–	–	Not filed
Steward Partners Investment Advisory, LLC	–	–	–	–	Not filed
Regions Financial Corp	–	–	–	–	Not filed
King Luther Capital Management Corp	–	–	–	–	Not filed
Alpine Woods Capital Investors, LLC	–	–	–	–	Not filed
Northwestern Mutual Investment Management Company, LLC	–	–	–	–	Not filed
Ensign Peak Advisors, Inc	–	–	–	–	Not filed
Campbell & CO Investment Adviser LLC	–	–	–	–	Not filed
Oregon Public Employees Retirement Fund	–	–	–	–	Not filed
New Mexico Educational Retirement Board	–	–	–	–	Not filed
Bokf, NA	–	–	–	–	Not filed
O'Shaughnessy Asset Management, LLC	–	–	–	–	Not filed
Linden Thomas Advisory Services, LLC	–	–	–	–	Not filed
Summit Trail Advisors, LLC	–	–	–	–	Not filed
Crawford Investment Counsel Inc	–	–	–	–	Not filed
Henshaw Capital LLC	–	–	–	–	Not filed
Appleton Partners Inc	–	–	–	–	Not filed
Aquatic Capital Management LLC	–	–	–	–	Not filed
Mayflower Financial Advisors, LLC	–	–	–	–	Not filed
Bank Julius Baer & Co. Ltd, Zurich	–	–	–	–	Not filed
StonePine Asset Management Inc.	–	–	–	–	Not filed
Spears Abacus Advisors LLC	–	–	–	–	Not filed
Pictet Asset Management Holding SA	–	–	–	–	Not filed
Atria Investments LLC	–	–	–	–	Not filed
Universal- Beteiligungs- und Servicegesellschaft mbH	–	–	–	–	Not filed
New Age Alpha Advisors, LLC	–	–	–	–	Not filed
Assetmark, Inc	–	–	–	–	Not filed
Cim, LLC	–	–	–	–	Not filed
GAMMA Investing LLC	–	–	–	–	Not filed
Resources Management Corp	–	–	–	–	Not filed
Rockefeller Capital Management L.P.	–	–	–	–	Not filed
GWM Advisors LLC	–	–	–	–	Not filed
QRG Capital Management, Inc.	–	–	–	–	Not filed
Fisher Asset Management, LLC	–	–	–	–	Not filed
Brinker Capital Investments, LLC	–	–	–	–	Not filed
Captrust Financial Advisors	–	–	–	–	Not filed
Diversified Trust Co	–	–	–	–	Not filed
Truist Financial Corp	–	–	–	–	Not filed
Taylor Frigon Capital Management LLC	–	–	–	–	Not filed
Sendero Wealth Management, LLC	–	–	–	–	Not filed
New York Life Investment Management LLC	–	–	–	–	Not filed
PDT Partners, LLC	–	–	–	–	Not filed
Xponance, Inc.	–	–	–	–	Not filed
Callan Family Office, LLC	–	–	–	–	Not filed
Bank of Nova Scotia	–	–	–	–	Not filed
Jacobs Levy Equity Management, Inc	–	–	–	–	Not filed
Janney Montgomery Scott LLC	–	–	–	–	Not filed
Pacer Advisors, Inc.	–	–	–	–	Not filed
Evergreen Capital Management LLC	–	–	–	–	Not filed
Mercer Global Advisors Inc	–	–	–	–	Not filed
Park Avenue Securities LLC	–	–	–	–	Not filed
Fulton Bank, N.A.	–	–	–	–	Not filed
Union Bancaire Privee, UBP SA	–	–	–	–	Not filed
State of Alaska, Department of Revenue	–	–	–	–	Not filed
James Investment Research Inc	–	–	–	–	Not filed
Naples Global Advisors, LLC	–	–	–	–	Not filed
Tower Research Capital LLC (TRC)	–	–	–	–	Not filed
Voya Investment Management LLC	–	–	–	–	Not filed
MAI Capital Management	–	–	–	–	Not filed
Inspire Advisors, LLC	–	–	–	–	Not filed
EntryPoint Capital, LLC	–	–	–	–	Not filed
Public Employees Retirement Association of Colorado	–	–	–	–	Not filed
Intrust Bank NA	–	–	–	–	Not filed
Apriem Advisors	–	–	–	–	Not filed
Crossmark Global Holdings, Inc.	–	–	–	–	Not filed
Glenmede Trust Co NA	–	–	–	–	Not filed
Vident Advisory, LLC	–	–	–	–	Not filed
Federated Hermes, Inc.	–	–	–	–	Not filed
Acadian Asset Management LLC	–	–	–	–	Not filed
Federation des caisses Desjardins du Quebec	–	–	–	–	Not filed
Securian Asset Management, Inc	–	–	–	–	Not filed
Connable Office Inc	–	–	–	–	Not filed
Ronald Blue Trust, Inc.	–	–	–	–	Not filed
Bridges Investment Management Inc	–	–	–	–	Not filed
Yorktown Management & Research Co Inc	–	–	–	–	Not filed
Swiss Life Asset Management Ltd	–	–	–	–	Not filed
Caitlin John, LLC	–	–	–	–	Not filed
Clifford Group, LLC	–	–	–	–	Not filed
AlphaGrep UK Ltd	–	–	–	–	Not filed
SRS Capital Advisors, Inc.	–	–	–	–	Not filed
Integrated Wealth Concepts LLC	–	–	–	–	Not filed
Custom Index Systems, LLC	–	–	–	–	Not filed
Worldquant Millennium Advisors LLC	–	–	–	–	Not filed
Studio Investment Management LLC	–	–	–	–	Not filed
Guggenheim Capital LLC	–	–	–	–	Not filed
Krilogy Financial LLC	–	–	–	–	Not filed
Moneta Group Investment Advisors LLC	–	–	–	–	Not filed
Virginia Retirement Systems Et Al	–	–	–	–	Not filed
Brookstone Capital Management	–	–	–	–	Not filed
CWM Advisors, LLC	–	–	–	–	Not filed
J2 Capital Management Inc	–	–	–	–	Not filed
Venturi Wealth Management, LLC	–	–	–	–	Not filed
Sepio Capital, LP	–	–	–	–	Not filed
Caxton Associates LLP	–	–	–	–	Not filed
Envestnet Portfolio Solutions, Inc.	–	–	–	–	Not filed
Sequoia Financial Advisors, LLC	–	–	–	–	Not filed