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, Q2 2026
Institutional positions in Houlihan Lokey, Inc. as of Jun 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
- Institutional holders
- 520
- −21 vs. Q1 2026
- Shares held
- 56.3M
- +1.46M (+2.7%) vs. Q1 2026
- Total value
- $7.40B
- −$313.7M (−4.1%) vs. Q1 2026
- New holders
- 54
- 178 more added
- Sold out
- 75
- 206 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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, Q2 2026
Shares, value and share of portfolio for each institution holding Houlihan Lokey, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameliora Wealth Management Ltd. | 169 | $22.7K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 170 | $22.8K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 172 | $23.1K | 0.00% | −261−60.3% | Reduced |
| McGuire Capital Advisors Inc | 180 | $24.1K | 0.01% | −266−59.6% | Reduced |
| Bayforest Capital Ltd | 182 | $24.4K | 0.02% | −172−48.6% | Reduced |
| Massmutual Trust Co FSB | 200 | $26.8K | 0.00% | −98−32.9% | Reduced |
| UMA Financial Services, Inc. | 200 | $26.8K | 0.00% | −3−1.5% | Reduced |
| Parkside Financial Bank & Trust | 214 | $28.7K | 0.00% | −8−3.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 217 | $29.1K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 215 | $30.9K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 234 | $31.4K | 0.01% | −740−76.0% | Reduced |
| Farther Finance Advisors, LLC | 254 | $34.0K | 0.00% | −43−14.5% | Reduced |
| Park Place Capital Corp | 255 | $34.2K | 0.01% | −298−53.9% | Reduced |
| Vanguard National Trust Co | 260 | $34.9K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 280 | $37.6K | 0.00% | +280 | New |
| Private Trust Co NA | 299 | $40.1K | 0.00% | +136+83.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 334 | $44.8K | 0.02% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 345 | $46.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 351 | $47.1K | 0.00% | +160+83.8% | Added |
| Harbor Investment Advisory, LLC | 408 | $54.7K | 0.00% | +408 | New |
| Essential Partners LLC | 425 | $57.0K | 0.03% | +415+4,150.0% | Added |
| Eurizon Capital SGR S.p.A. | 455 | $60.5K | 0.00% | +57+14.3% | Added |
| Anchor Investment Management, LLC | 502 | $67.3K | 0.01% | +52+11.6% | Added |
| Versant Capital Management, Inc | 510 | $68.4K | 0.01% | +243+91.0% | Added |
| Mather Group, LLC. | 584 | $78.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 706 | $95.0K | 0.05% | −11−1.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 741 | $99.4K | 0.00% | −298−28.7% | Reduced |
| Sankala Group LLC | 796 | $102.3K | 0.07% | −194−19.6% | Reduced |
| AdvisorNet Financial, Inc | 849 | $113.9K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 873 | $117.1K | 0.01% | −1,897−68.5% | Reduced |
| Brown Brothers Harriman & Co | 885 | $118.7K | 0.00% | 00.0% | Unchanged |
| Graticule Asia Macro Advisors LLC | 902 | $121.0K | 0.01% | +902 | New |
| Allworth Financial LP | 931 | $124.9K | 0.00% | +26+2.9% | Added |
| Signaturefd, LLC | 938 | $125.8K | 0.00% | +191+25.6% | Added |
| Parallel Advisors, LLC | 1,006 | $134.9K | 0.00% | +128+14.6% | Added |
| IFP Advisors, Inc | 1,023 | $137.2K | 0.00% | −264−20.5% | Reduced |
| Umb Bank N A | 1,025 | $137.5K | 0.00% | −946−48.0% | Reduced |
| Smartleaf Asset Management LLC | 1,089 | $144.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,262 | $169.3K | 0.00% | +22+1.8% | Added |
| Global Retirement Partners, LLC | 1,366 | $183.3K | 0.00% | +1,366 | New |
| Los Angeles Capital Management LLC | 1,398 | $187.5K | 0.00% | +199+16.6% | Added |
| Machina Capital S.A.S. | 1,529 | $205.1K | 0.03% | +1,529 | New |
| Nilsine Partners, LLC | 1,531 | $205.4K | 0.01% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 1,540 | $206.6K | 0.01% | +1,540 | New |
| Horizon Investments, LLC | 1,547 | $207.5K | 0.00% | +227+17.2% | Added |
| KBC Group NV | 1,557 | $209.0K | 0.00% | 00.0% | Unchanged |
| AlTi Global, Inc. | 1,602 | $214.9K | 0.00% | −18−1.1% | Reduced |
| North Dakota State Investment Board | 1,608 | $215.7K | 0.01% | +27+1.7% | Added |
| Serenus Wealth Advisors, LLC | 1,610 | $215.9K | 0.04% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,640 | $220.0K | 0.00% | +370+29.1% | Added |
| CIBC Asset Management Inc | 1,644 | $220.5K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,678 | $225.1K | 0.00% | −67−3.8% | Reduced |
| RSM US Wealth Management LLC | 1,685 | $226.0K | 0.00% | +1,685 | New |
| SFMG, LLC | 1,695 | $227.3K | 0.01% | −21−1.2% | Reduced |
| Brighton Jones LLC | 1,706 | $228.8K | 0.00% | +1,706 | New |
| Kestra Private Wealth Services, LLC | 1,714 | $229.9K | 0.00% | −52−2.9% | Reduced |
| Quadrant Capital Group LLC | 1,741 | $233.5K | 0.01% | −28−1.6% | Reduced |
| Nisa Investment Advisors, LLC | 1,749 | $234.6K | 0.00% | +221+14.5% | Added |
| HB Wealth Management, LLC | 1,773 | $237.8K | 0.00% | +143+8.8% | Added |
| Exchange Traded Concepts, LLC | 1,783 | $239.2K | 0.00% | +197+12.4% | Added |
| Shelton Capital Management | 1,813 | $243.2K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,833 | $245.9K | 0.00% | −243−11.7% | Reduced |
| Infrastructure Capital Advisors, LLC | 1,844 | $247.3K | 0.02% | +34+1.9% | Added |
| NewEdge Wealth, LLC | 1,845 | $247.5K | 0.00% | +161+9.6% | Added |
| Nicolet Bankshares Inc | 1,754 | $249.9K | 0.01% | +1,754 | New |
| Sun Group Wealth Partners | 1,869 | $250.7K | 0.17% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 1,784 | $252.0K | 0.00% | −63−3.4% | Reduced |
| Diversify Advisory Services, LLC | 1,784 | $252.0K | 0.00% | +1,784 | New |
| B. Metzler seel. Sohn & Co. AG | 1,919 | $257.4K | 0.00% | +1,919 | New |
| Vista Finance, LLC | 1,931 | $259.0K | 0.14% | −96−4.7% | Reduced |
| Index Technologies Group LLC | 1,944 | $260.7K | 0.21% | −86−4.2% | Reduced |
| Benjamin Edwards Inc | 1,986 | $266.3K | 0.00% | +79+4.1% | Added |
| Fifth Third Wealth Advisors LLC | 1,992 | $267.2K | 0.01% | −138−6.5% | Reduced |
| Norden Group LLC | 2,000 | $268.3K | 0.02% | −2,878−59.0% | Reduced |
| Jefferies Financial Group Inc. | 2,023 | $271.3K | 0.00% | −3,377−62.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,038 | $273.4K | 0.01% | −1,011−33.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,989 | $274.4K | 0.00% | +145+7.9% | Added |
| Mirabella Financial Services LLP | 2,055 | $275.6K | 0.03% | +137+7.1% | Added |
| Commonwealth Equity Services, LLC | 2,093 | $280.8K | 0.00% | +186+9.8% | Added |
| Advisor Group Holdings, Inc. | 2,095 | $281.2K | 0.00% | −24,456−92.1% | Reduced |
| OneAscent Investment Solutions LLC | 2,128 | $285.4K | 0.27% | −678−24.2% | Reduced |
| ProShare Advisors LLC | 2,139 | $286.9K | 0.00% | −41−1.9% | Reduced |
| Trajan Wealth LLC | 2,156 | $289.2K | 0.01% | −118−5.2% | Reduced |
| Advisory Services Network, LLC | 2,181 | $292.5K | 0.00% | −247−10.2% | Reduced |
| Accredited Investors Inc. | 2,196 | $294.6K | 0.01% | 00.0% | Unchanged |
| Argos Wealth Advisors, LLC | 2,213 | $296.8K | 0.08% | +283+14.7% | Added |
| Portside Wealth Group, LLC | 2,216 | $297.2K | 0.03% | −1,783−44.6% | Reduced |
| Hamilton Capital Partners Inc. | 2,250 | $301.8K | 0.01% | +520+30.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,276 | $305.0K | 0.00% | +81+3.7% | Added |
| Riverwater Partners LLC | 2,287 | $306.8K | 0.09% | +535+30.5% | Added |
| SummitTX Capital, L.P. | 2,328 | $312.3K | 0.01% | −11,262−82.9% | Reduced |
| Concurrent Investment Advisors, LLC | 2,360 | $316.6K | 0.00% | +80+3.5% | Added |
| Fieldview Capital Management, LLC | 2,376 | $318.7K | 0.09% | +2,376 | New |
| Wealthcare Capital Partners, LLC | 2,399 | $321.8K | 0.13% | +65+2.8% | Added |
| Beacon Pointe Advisors, LLC | 2,443 | $327.7K | 0.00% | −1,153−32.1% | Reduced |
| Wealth Alliance | 2,458 | $329.7K | 0.03% | −144−5.5% | Reduced |
| CAPROCK Group, Inc. | 2,461 | $330.2K | 0.01% | −1,061−30.1% | Reduced |
| Sowell Financial Services LLC | 2,482 | $333.0K | 0.01% | −3,288−57.0% | Reduced |
| Baker Ellis Asset Management LLC | 2,500 | $335.3K | 0.03% | 00.0% | Unchanged |
| DnB Asset Management AS | 2,562 | $343.6K | 0.00% | 00.0% | Unchanged |