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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 2,565 | $344.0K | 0.01% | −257−9.1% | Reduced |
| Vestcor Inc | 2,574 | $345.0K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,576 | $345.5K | 0.01% | −292−10.2% | Reduced |
| Nykredit A/S | 2,591 | $347.5K | 0.00% | +2,591 | New |
| Oak Thistle LLC | 2,675 | $358.8K | 0.03% | −11,279−80.8% | Reduced |
| iA Global Asset Management Inc. | 2,687 | $360.0K | 0.00% | +2,687 | New |
| Maryland State Retirement & Pension System | 2,697 | $361.7K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 2,717 | $364.4K | 0.05% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 2,772 | $371.8K | 0.00% | +2,772 | New |
| Fiduciary Trust Co | 2,772 | $371.8K | 0.00% | +7+0.3% | Added |
| Utah Retirement Systems | 2,859 | $383.5K | 0.00% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 2,861 | $383.7K | 0.00% | −170−5.6% | Reduced |
| Mission Wealth Management, LP | 2,876 | $385.8K | 0.00% | +2,876 | New |
| Rehmann Capital Advisory Group | 2,922 | $392.0K | 0.02% | +370+14.5% | Added |
| Hantz Financial Services, Inc. | 3,001 | $403.0K | 0.01% | −21,806−87.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,083 | $413.6K | 0.00% | −123−3.8% | Reduced |
| Integrated Investment Consultants, LLC | 3,088 | $414.2K | 0.08% | −13−0.4% | Reduced |
| Susquehanna International Group, LLP | 3,091 | $414.6K | 0.00% | −428−12.2% | Reduced |
| Aviva PLC | 3,134 | $420.4K | 0.00% | +207+7.1% | Added |
| Optimize Financial Inc | 3,142 | $421.4K | 0.15% | −10−0.3% | Reduced |
| Gateway Investment Advisers LLC | 3,142 | $421.4K | 0.00% | +1,113+54.9% | Added |
| Sound Capital Solutions LLC | 3,142 | $421.4K | 0.10% | +3,142 | New |
| M&T Bank Corp | 3,223 | $432.1K | 0.00% | −2,481−43.5% | Reduced |
| Sequoia Financial Advisors, LLC | 3,328 | $446.4K | 0.00% | +710+27.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 3,339 | $447.9K | 0.00% | −2,660−44.3% | Reduced |
| Caxton Associates LLP | 3,393 | $455.1K | 0.01% | +3,393 | New |
| Sepio Capital, LP | 3,406 | $456.8K | 0.02% | +3,406 | New |
| Venturi Wealth Management, LLC | 3,508 | $470.5K | 0.02% | +615+21.3% | Added |
| J2 Capital Management Inc | 3,522 | $472.4K | 0.32% | −1,045−22.9% | Reduced |
| CWM Advisors, LLC | 3,528 | $473.2K | 0.02% | +3,528 | New |
| Brookstone Capital Management | 3,567 | $478.5K | 0.00% | −102−2.8% | Reduced |
| Virginia Retirement Systems Et Al | 3,600 | $482.9K | 0.00% | +3,600 | New |
| Moneta Group Investment Advisors LLC | 3,667 | $491.9K | 0.00% | −240−6.1% | Reduced |
| Krilogy Financial LLC | 3,670 | $492.3K | 0.01% | +1,265+52.6% | Added |
| Guggenheim Capital LLC | 3,710 | $497.6K | 0.00% | +18+0.5% | Added |
| Studio Investment Management LLC | 3,750 | $503.0K | 0.09% | −11−0.3% | Reduced |
| Worldquant Millennium Advisors LLC | 3,751 | $503.1K | 0.00% | +3,751 | New |
| Custom Index Systems, LLC | 3,776 | $506.5K | 0.18% | −112−2.9% | Reduced |
| Integrated Wealth Concepts LLC | 3,780 | $507.0K | 0.00% | +624+19.8% | Added |
| SRS Capital Advisors, Inc. | 3,788 | $508.1K | 0.00% | +3,726+6,009.7% | Added |
| AlphaGrep UK Ltd | 3,807 | $510.6K | 0.16% | +1,897+99.3% | Added |
| Clifford Group, LLC | 3,822 | $512.6K | 0.35% | +345+9.9% | Added |
| Swiss Life Asset Management Ltd | 3,833 | $514.1K | 0.00% | +370+10.7% | Added |
| Caitlin John, LLC | 3,833 | $514.1K | 0.28% | +3,833 | New |
| Yorktown Management & Research Co Inc | 3,850 | $516.4K | 0.32% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 3,851 | $516.5K | 0.01% | −566−12.8% | Reduced |
| Ronald Blue Trust, Inc. | 3,926 | $526.6K | 0.01% | −90−2.2% | Reduced |
| Connable Office Inc | 4,111 | $551.4K | 0.05% | −236−5.4% | Reduced |
| Securian Asset Management, Inc | 3,951 | $553.2K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 4,127 | $553.6K | 0.00% | +564+15.8% | Added |
| Acadian Asset Management LLC | 4,178 | $559.0K | 0.00% | +4,178 | New |
| Federated Hermes, Inc. | 4,194 | $562.5K | 0.00% | −127−2.9% | Reduced |
| Vident Advisory, LLC | 4,303 | $577.1K | 0.00% | +49+1.2% | Added |
| Glenmede Trust Co NA | 4,392 | $589.1K | 0.00% | +2,318+111.8% | Added |
| Crossmark Global Holdings, Inc. | 4,431 | $594.3K | 0.01% | +144+3.4% | Added |
| Apriem Advisors | 4,481 | $601.0K | 0.05% | 00.0% | Unchanged |
| Intrust Bank NA | 4,562 | $611.9K | 0.05% | −1,342−22.7% | Reduced |
| Public Employees Retirement Association of Colorado | 4,712 | $632.0K | 0.00% | −119,739−96.2% | Reduced |
| EntryPoint Capital, LLC | 4,797 | $643.4K | 0.16% | +1,997+71.3% | Added |
| Inspire Advisors, LLC | 5,019 | $673.2K | 0.05% | +490+10.8% | Added |
| MAI Capital Management | 5,057 | $678.3K | 0.00% | +3,949+356.4% | Added |
| Voya Investment Management LLC | 5,143 | $689.8K | 0.00% | −55−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 5,166 | $692.9K | 0.02% | +2,125+69.9% | Added |
| Naples Global Advisors, LLC | 5,200 | $697.5K | 0.04% | +750+16.9% | Added |
| James Investment Research Inc | 5,248 | $703.9K | 0.07% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 5,313 | $712.0K | 0.01% | −102−1.9% | Reduced |
| Union Bancaire Privee, UBP SA | 5,484 | $759.8K | 0.01% | −290−5.0% | Reduced |
| Fulton Bank, N.A. | 5,696 | $764.0K | 0.02% | +271+5.0% | Added |
| Park Avenue Securities LLC | 5,710 | $766.0K | 0.00% | −1,367−19.3% | Reduced |
| Mercer Global Advisors Inc | 5,870 | $787.3K | 0.00% | +2,679+84.0% | Added |
| Evergreen Capital Management LLC | 5,893 | $790.4K | 0.01% | +4,173+242.6% | Added |
| Pacer Advisors, Inc. | 6,069 | $814.0K | 0.00% | −2,129−26.0% | Reduced |
| Janney Montgomery Scott LLC | 6,141 | $824.0K | 0.00% | +2,896+89.2% | Added |
| Jacobs Levy Equity Management, Inc | 6,335 | $849.7K | 0.00% | −25,286−80.0% | Reduced |
| Bank of Nova Scotia | 6,433 | $862.9K | 0.00% | +70+1.1% | Added |
| Callan Family Office, LLC | 6,505 | $872.5K | 0.02% | +904+16.1% | Added |
| Xponance, Inc. | 6,541 | $877.3K | 0.01% | −2,044−23.8% | Reduced |
| PDT Partners, LLC | 6,630 | $889.3K | 0.05% | +1,227+22.7% | Added |
| New York Life Investment Management LLC | 6,768 | $907.8K | 0.01% | +239+3.7% | Added |
| Sendero Wealth Management, LLC | 6,779 | $909.3K | 0.09% | +1,567+30.1% | Added |
| Taylor Frigon Capital Management LLC | 6,822 | $915.0K | 0.43% | +181+2.7% | Added |
| Truist Financial Corp | 6,855 | $919.5K | 0.00% | −130−1.9% | Reduced |
| Diversified Trust Co | 6,983 | $936.6K | 0.02% | −523−7.0% | Reduced |
| Captrust Financial Advisors | 7,050 | $945.6K | 0.00% | +2,090+42.1% | Added |
| Brinker Capital Investments, LLC | 7,247 | $972.0K | 0.01% | −475−6.2% | Reduced |
| Fisher Asset Management, LLC | 7,344 | $985.1K | 0.00% | −364−4.7% | Reduced |
| QRG Capital Management, Inc. | 7,370 | $988.5K | 0.01% | −74−1.0% | Reduced |
| GWM Advisors LLC | 7,422 | $995.5K | 0.00% | −229−3.0% | Reduced |
| Rockefeller Capital Management L.P. | 7,507 | $1.01M | 0.00% | −2,400−24.2% | Reduced |
| Resources Management Corp | 7,704 | $1.03M | 0.13% | +659+9.4% | Added |
| GAMMA Investing LLC | 8,140 | $1.09M | 0.04% | +1,581+24.1% | Added |
| Cim, LLC | 8,186 | $1.10M | 0.14% | +34+0.4% | Added |
| Assetmark, Inc | 8,240 | $1.11M | 0.00% | −481−5.5% | Reduced |
| New Age Alpha Advisors, LLC | 8,460 | $1.13M | 0.05% | −21,286−71.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,487 | $1.14M | 0.00% | −3,913−31.6% | Reduced |
| Atria Investments LLC | 8,597 | $1.15M | 0.01% | −6,825−44.3% | Reduced |
| Pictet Asset Management Holding SA | 8,606 | $1.15M | 0.00% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 8,671 | $1.16M | 0.02% | −423−4.7% | Reduced |
| StonePine Asset Management Inc. | 8,794 | $1.18M | 0.01% | −4,500−33.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 8,797 | $1.18M | 0.00% | −2,423−21.6% | Reduced |