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
M&T Bank Corp	–	–	–	–	Not filed
Gateway Investment Advisers LLC	–	–	–	–	Not filed
Optimize Financial Inc	–	–	–	–	Not filed
Sound Capital Solutions LLC	–	–	–	–	Not filed
Aviva PLC	–	–	–	–	Not filed
Susquehanna International Group, LLP	–	–	–	–	Not filed
Integrated Investment Consultants, LLC	–	–	–	–	Not filed
Vestmark Advisory Solutions, Inc.	–	–	–	–	Not filed
Hantz Financial Services, Inc.	–	–	–	–	Not filed
Rehmann Capital Advisory Group	–	–	–	–	Not filed
Mission Wealth Management, LP	–	–	–	–	Not filed
Dynasty Wealth Management, LLC	–	–	–	–	Not filed
Utah Retirement Systems	–	–	–	–	Not filed
Fiduciary Trust Co	–	–	–	–	Not filed
Merit Financial Group, LLC	–	–	–	–	Not filed
First Bank & Trust	–	–	–	–	Not filed
Maryland State Retirement & Pension System	–	–	–	–	Not filed
iA Global Asset Management Inc.	–	–	–	–	Not filed
Oak Thistle LLC	–	–	–	–	Not filed
Nykredit A/S	–	–	–	–	Not filed
Snowden Capital Advisors LLC	–	–	–	–	Not filed
Vestcor Inc	–	–	–	–	Not filed
EverSource Wealth Advisors, LLC	–	–	–	–	Not filed
DnB Asset Management AS	–	–	–	–	Not filed
Baker Ellis Asset Management LLC	–	–	–	–	Not filed
Sowell Financial Services LLC	–	–	–	–	Not filed
CAPROCK Group, Inc.	–	–	–	–	Not filed
Wealth Alliance	–	–	–	–	Not filed
Beacon Pointe Advisors, LLC	–	–	–	–	Not filed
Wealthcare Capital Partners, LLC	–	–	–	–	Not filed
Fieldview Capital Management, LLC	–	–	–	–	Not filed
Concurrent Investment Advisors, LLC	–	–	–	–	Not filed
SummitTX Capital, L.P.	–	–	–	–	Not filed
Riverwater Partners LLC	–	–	–	–	Not filed
Cambridge Investment Research Advisors, Inc.	–	–	–	–	Not filed
Hamilton Capital Partners Inc.	–	–	–	–	Not filed
Portside Wealth Group, LLC	–	–	–	–	Not filed
Argos Wealth Advisors, LLC	–	–	–	–	Not filed
Accredited Investors Inc.	–	–	–	–	Not filed
Advisory Services Network, LLC	–	–	–	–	Not filed
Trajan Wealth LLC	–	–	–	–	Not filed
ProShare Advisors LLC	–	–	–	–	Not filed
OneAscent Investment Solutions LLC	–	–	–	–	Not filed
Advisor Group Holdings, Inc.	–	–	–	–	Not filed
Commonwealth Equity Services, LLC	–	–	–	–	Not filed
Mirabella Financial Services LLP	–	–	–	–	Not filed
Allspring Global Investments Holdings, LLC	–	–	–	–	Not filed
Mount Yale Investment Advisors, LLC	–	–	–	–	Not filed
Jefferies Financial Group Inc.	–	–	–	–	Not filed
Norden Group LLC	–	–	–	–	Not filed
Fifth Third Wealth Advisors LLC	–	–	–	–	Not filed
Benjamin Edwards Inc	–	–	–	–	Not filed
Index Technologies Group LLC	–	–	–	–	Not filed
Vista Finance, LLC	–	–	–	–	Not filed
B. Metzler seel. Sohn & Co. AG	–	–	–	–	Not filed
Diversify Advisory Services, LLC	–	–	–	–	Not filed
Diversify Wealth Management, LLC	–	–	–	–	Not filed
Sun Group Wealth Partners	–	–	–	–	Not filed
Nicolet Bankshares Inc	–	–	–	–	Not filed
NewEdge Wealth, LLC	–	–	–	–	Not filed
Infrastructure Capital Advisors, LLC	–	–	–	–	Not filed
Cresset Asset Management, LLC	–	–	–	–	Not filed
Shelton Capital Management	–	–	–	–	Not filed
Exchange Traded Concepts, LLC	–	–	–	–	Not filed
HB Wealth Management, LLC	–	–	–	–	Not filed
Nisa Investment Advisors, LLC	–	–	–	–	Not filed
Quadrant Capital Group LLC	–	–	–	–	Not filed
Kestra Private Wealth Services, LLC	–	–	–	–	Not filed
Brighton Jones LLC	–	–	–	–	Not filed
SFMG, LLC	–	–	–	–	Not filed
RSM US Wealth Management LLC	–	–	–	–	Not filed
Cassaday & Co Wealth Management LLC	–	–	–	–	Not filed
CIBC Asset Management Inc	–	–	–	–	Not filed
Sterling Capital Management LLC	–	–	–	–	Not filed
Serenus Wealth Advisors, LLC	–	–	–	–	Not filed
North Dakota State Investment Board	–	–	–	–	Not filed
AlTi Global, Inc.	–	–	–	–	Not filed
KBC Group NV	–	–	–	–	Not filed
Horizon Investments, LLC	–	–	–	–	Not filed
Mosaic Family Wealth Partners, LLC	–	–	–	–	Not filed
Nilsine Partners, LLC	–	–	–	–	Not filed
Machina Capital S.A.S.	–	–	–	–	Not filed
Los Angeles Capital Management LLC	–	–	–	–	Not filed
Global Retirement Partners, LLC	–	–	–	–	Not filed
Huntington National Bank	–	–	–	–	Not filed
Smartleaf Asset Management LLC	–	–	–	–	Not filed
Umb Bank N A	–	–	–	–	Not filed
IFP Advisors, Inc	–	–	–	–	Not filed
Parallel Advisors, LLC	–	–	–	–	Not filed
Signaturefd, LLC	–	–	–	–	Not filed
Allworth Financial LP	–	–	–	–	Not filed
Graticule Asia Macro Advisors LLC	–	–	–	–	Not filed
Brown Brothers Harriman & Co	–	–	–	–	Not filed
State of Wyoming	–	–	–	–	Not filed
AdvisorNet Financial, Inc	–	–	–	–	Not filed
Sankala Group LLC	–	–	–	–	Not filed
Northwestern Mutual Wealth Management Co	–	–	–	–	Not filed
Covestor Ltd	–	–	–	–	Not filed
Mather Group, LLC.	–	–	–	–	Not filed
Anchor Investment Management, LLC	–	–	–	–	Not filed