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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rialto Wealth Management, LLC | – | – | – | – | Not filed |
| Cromwell Holdings LLC | – | – | – | – | Not filed |
| MidFirst Bank | – | – | – | – | Not filed |
| Whipplewood Advisors, LLC | – | – | – | – | Not filed |
| HFM Investment Advisors, LLC | – | – | – | – | Not filed |
| Principia Wealth Advisory, LLC | – | – | – | – | Not filed |
| Creative Financial Designs Inc | – | – | – | – | Not filed |
| Cornerstone Financial Management LLC | – | – | – | – | Not filed |
| Marquette Asset Management, LLC | – | – | – | – | Not filed |
| American Capital Advisory, LLC | – | – | – | – | Not filed |
| Breakwater Investment Management | – | – | – | – | Not filed |
| LRI Investments, LLC | – | – | – | – | Not filed |
| DecisionPoint Financial, LLC | – | – | – | – | Not filed |
| Financial Management Professionals, Inc. | – | – | – | – | Not filed |
| Hughes Financial Services, LLC | – | – | – | – | Not filed |
| Quaker Wealth Management, LLC | – | – | – | – | Not filed |
| TFC Financial Management | – | – | – | – | Not filed |
| Maryland Capital Advisors Inc. | – | – | – | – | Not filed |
| Caitong International Asset Management Co., Ltd | – | – | – | – | Not filed |
| Raleigh Capital Management Inc. | – | – | – | – | Not filed |
| Navigoe, LLC | – | – | – | – | Not filed |