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
Eurizon Capital SGR S.p.A.	–	–	–	–	Not filed
Essential Partners LLC	–	–	–	–	Not filed
Harbor Investment Advisory, LLC	–	–	–	–	Not filed
Trust Co of Toledo NA	–	–	–	–	Not filed
Emerald Advisers, LLC	–	–	–	–	Not filed
Thurston, Springer, Miller, Herd & Titak, Inc.	–	–	–	–	Not filed
Private Trust Co NA	–	–	–	–	Not filed
Silvant Capital Management LLC	–	–	–	–	Not filed
Vanguard National Trust Co	–	–	–	–	Not filed
Park Place Capital Corp	–	–	–	–	Not filed
Farther Finance Advisors, LLC	–	–	–	–	Not filed
Stephenson National Bank & Trust	–	–	–	–	Not filed
CBIZ Investment Advisory Services, LLC	–	–	–	–	Not filed
Bartlett & Co. Wealth Management LLC	–	–	–	–	Not filed
Parkside Financial Bank & Trust	–	–	–	–	Not filed
Massmutual Trust Co FSB	–	–	–	–	Not filed
UMA Financial Services, Inc.	–	–	–	–	Not filed
Bayforest Capital Ltd	–	–	–	–	Not filed
McGuire Capital Advisors Inc	–	–	–	–	Not filed
Transamerica Financial Advisors, Inc.	–	–	–	–	Not filed
Nomura Asset Management Co Ltd	–	–	–	–	Not filed
Ameliora Wealth Management Ltd.	–	–	–	–	Not filed
Purpose Unlimited Inc.	–	–	–	–	Not filed
Oakworth Capital, Inc.	–	–	–	–	Not filed
Millstone Evans Group, LLC	–	–	–	–	Not filed
Golden State Wealth Management, LLC	–	–	–	–	Not filed
SJS Investment Consulting Inc.	–	–	–	–	Not filed
Bessemer Group Inc	–	–	–	–	Not filed
FWL Investment Management, LLC	–	–	–	–	Not filed
Ameriflex Group, Inc.	–	–	–	–	Not filed
Clearstead Advisors, LLC	–	–	–	–	Not filed
Fortitude Family Office, LLC	–	–	–	–	Not filed
Alpine Bank Wealth Management	–	–	–	–	Not filed
First Pacific Financial	–	–	–	–	Not filed
Westside Investment Management, Inc.	–	–	–	–	Not filed
Golden State Equity Partners	–	–	–	–	Not filed
HHM Wealth Advisors, LLC	–	–	–	–	Not filed
Toth Financial Advisory Corp	–	–	–	–	Not filed
First Eagle Investment Management, LLC	–	–	–	–	Not filed
Bell Investment Advisors, Inc	–	–	–	–	Not filed
Crewe Advisors LLC	–	–	–	–	Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	–	–	–	–	Not filed
Paladin Partners, LLC	–	–	–	–	Not filed
Wolff Wiese Magana LLC	–	–	–	–	Not filed
Quarry LP	–	–	–	–	Not filed
Bogart Wealth, LLC	–	–	–	–	Not filed
Westfuller Advisors, LLC	–	–	–	–	Not filed
Key Financial Inc	–	–	–	–	Not filed
Keating Financial Advisory Services, Inc.	–	–	–	–	Not filed
Larson Financial Group LLC	–	–	–	–	Not filed
Pinnacle Wealth Planning Services, Inc.	–	–	–	–	Not filed
Webster Bank, N. A.	–	–	–	–	Not filed
Cornerstone Planning Group LLC	–	–	–	–	Not filed
Action Point Financial Planning, LLC	–	–	–	–	Not filed
True Wealth Design, LLC	–	–	–	–	Not filed
Basepoint Wealth LLC	–	–	–	–	Not filed
Tidemark, LLC	–	–	–	–	Not filed
Nvest Wealth Strategies, Inc.	–	–	–	–	Not filed
JFS Wealth Advisors, LLC	–	–	–	–	Not filed
Entrust Financial LLC	–	–	–	–	Not filed
Farmers & Merchants Investments Inc	–	–	–	–	Not filed
Asset Dedication, LLC	–	–	–	–	Not filed
International Assets Investment Management, LLC	–	–	–	–	Not filed
Optiver Holding B.V.	–	–	–	–	Not filed
SBI Securities Co., Ltd.	–	–	–	–	Not filed
American National Bank	–	–	–	–	Not filed
TD Capital Management LLC	–	–	–	–	Not filed
MPWM Advisory Solutions, LLC	–	–	–	–	Not filed
Cedar Mountain Advisors, LLC	–	–	–	–	Not filed
North Star Investment Management Corp.	–	–	–	–	Not filed
Washington Trust Advisors, Inc.	–	–	–	–	Not filed
IFG Advisory, LLC	–	–	–	–	Not filed
Rothschild Investment LLC	–	–	–	–	Not filed
Bravera Wealth	–	–	–	–	Not filed
PFS Partners, LLC	–	–	–	–	Not filed
Steigerwald, Gordon & Koch Inc.	–	–	–	–	Not filed
TD Private Client Wealth LLC	–	–	–	–	Not filed
Continuum Advisory, LLC	–	–	–	–	Not filed
Financial Network Wealth Advisors LLC	–	–	–	–	Not filed
Zions Bancorporation, National Association	–	–	–	–	Not filed
Silver Grove Financial Group, Inc.	–	–	–	–	Not filed
Fourth Dimension Wealth, LLC	–	–	–	–	Not filed
Private Wealth Management Group, LLC	–	–	–	–	Not filed
TD Waterhouse Canada Inc.	–	–	–	–	Not filed
Cape Investment Advisory, Inc.	–	–	–	–	Not filed
CVA Family Office, LLC	–	–	–	–	Not filed
Bare Financial Services, Inc	–	–	–	–	Not filed
Creative Capital Management Investments LLC	–	–	–	–	Not filed
Hollencrest Capital Management	–	–	–	–	Not filed
Retirement Wealth Solutions LLC	–	–	–	–	Not filed
SHP Wealth Management	–	–	–	–	Not filed
CoreCap Advisors, LLC	–	–	–	–	Not filed
First Command Advisory Services, Inc.	–	–	–	–	Not filed
DiNuzzo Private Wealth, Inc.	–	–	–	–	Not filed
Manchester Capital Management LLC	–	–	–	–	Not filed
Investors Research Corp	–	–	–	–	Not filed
Bayban	–	–	–	–	Not filed
Quent Capital, LLC	–	–	–	–	Not filed
Bay Harbor Wealth Management, LLC	–	–	–	–	Not filed
Rossby Financial, LCC	–	–	–	–	Not filed