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 |
|---|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | 1,122,126 | $1.19M | 0.10% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 8,886 | $1.19M | 0.04% | +6,722+310.6% | Added |
| Appleton Partners Inc | 9,068 | $1.22M | 0.07% | −491−5.1% | Reduced |
| Henshaw Capital LLC | 9,387 | $1.26M | 0.04% | +1,423+17.9% | Added |
| Crawford Investment Counsel Inc | 9,596 | $1.29M | 0.02% | +90+0.9% | Added |
| Summit Trail Advisors, LLC | 9,739 | $1.31M | 0.02% | +2,710+38.6% | Added |
| Linden Thomas Advisory Services, LLC | 9,950 | $1.33M | 0.11% | −321−3.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,051 | $1.35M | 0.01% | −4,096−29.0% | Reduced |
| Bokf, NA | 10,547 | $1.41M | 0.02% | −316−2.9% | Reduced |
| New Mexico Educational Retirement Board | 10,600 | $1.42M | 0.04% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 11,199 | $1.50M | 0.02% | +69+0.6% | Added |
| Campbell & CO Investment Adviser LLC | 11,226 | $1.51M | 0.08% | −28,425−71.7% | Reduced |
| Ensign Peak Advisors, Inc | 11,657 | $1.56M | 0.00% | −14,231−55.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,196 | $1.64M | 0.02% | +20+0.2% | Added |
| Alpine Woods Capital Investors, LLC | 12,258 | $1.64M | 0.37% | +283+2.4% | Added |
| King Luther Capital Management Corp | 12,333 | $1.65M | 0.01% | +608+5.2% | Added |
| Regions Financial Corp | 12,347 | $1.66M | 0.01% | −4,082−24.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,531 | $1.68M | 0.01% | +9,498+313.2% | Added |
| Gsa Capital Partners LLP | 12,657 | $1.70M | 0.11% | +12,657 | New |
| State of Michigan Retirement System | 12,700 | $1.70M | 0.01% | −400−3.1% | Reduced |
| KLP Kapitalforvaltning AS | 12,700 | $1.70M | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,980 | $1.74M | 0.01% | −639−4.7% | Reduced |
| Allstate Corp | 13,424 | $1.80M | 0.02% | −5,863−30.4% | Reduced |
| Vanguard Investments Australia, Ltd. | 13,567 | $1.82M | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 13,598 | $1.82M | 0.01% | −465−3.3% | Reduced |
| JustInvest LLC | 13,696 | $1.84M | 0.02% | −2,213−13.9% | Reduced |
| Capital Fund Management S.A. | 13,781 | $1.85M | 0.01% | +13,781 | New |
| Highland Capital Management, LLC | 14,525 | $1.95M | 0.09% | +6,167+73.8% | Added |
| MML Investors Services, LLC | 14,628 | $1.96M | 0.00% | +496+3.5% | Added |
| Polar Asset Management Partners Inc. | 14,639 | $1.96M | 0.04% | +14,639 | New |
| Canada Pension Plan Investment Board | 14,700 | $1.97M | 0.00% | 00.0% | Unchanged |
| FORA Capital, LLC | 14,909 | $2.00M | 0.14% | −10,012−40.2% | Reduced |
| Arizona State Retirement System | 15,025 | $2.02M | 0.01% | +41+0.3% | Added |
| The PNC Financial Services Group, Inc. | 15,289 | $2.05M | 0.00% | −1,301−7.8% | Reduced |
| Yousif Capital Management, LLC | 15,659 | $2.10M | 0.02% | −942−5.7% | Reduced |
| New York State Teachers Retirement System | 15,683 | $2.10M | 0.00% | −4,782−23.4% | Reduced |
| Louisiana State Employees Retirement System | 15,900 | $2.13M | 0.03% | +100+0.6% | Added |
| Bridgewater Associates, LP | 16,007 | $2.15M | 0.01% | −4,542−22.1% | Reduced |
| State of New Jersey Common Pension Fund D | 16,120 | $2.16M | 0.01% | 00.0% | Unchanged |
| Weil Company, Inc. | 16,501 | $2.21M | 0.39% | −4,239−20.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,620 | $2.23M | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 17,161 | $2.30M | 0.06% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 17,214 | $2.31M | 0.01% | −1,158−6.3% | Reduced |
| US Bancorp | 17,434 | $2.34M | 0.00% | −1,668−8.7% | Reduced |
| FJ Capital Management LLC | 17,497 | $2.35M | 0.30% | +17,497 | New |
| Entropy Technologies, LP | 17,872 | $2.40M | 0.10% | −9,459−34.6% | Reduced |
| Voleon Capital Management LP | 17,925 | $2.40M | 0.04% | −9,366−34.3% | Reduced |
| State Board of Administration of Florida Retirement System | 17,929 | $2.40M | 0.00% | −900−4.8% | Reduced |
| SG Americas Securities, LLC | 18,005 | $2.42M | 0.00% | −4,441−19.8% | Reduced |
| State of Tennessee, Treasury Department | 19,034 | $2.55M | 0.01% | −342−1.8% | Reduced |
| Oppenheimer Asset Management Inc. | 19,791 | $2.65M | 0.03% | −6,798−25.6% | Reduced |
| Engineers Gate Manager LP | 19,909 | $2.67M | 0.03% | −16,336−45.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 20,120 | $2.70M | 0.01% | −2,856−12.4% | Reduced |
| Pathstone Holdings, LLC | 20,204 | $2.71M | 0.01% | −205−1.0% | Reduced |
| Baird Financial Group, Inc. | 20,327 | $2.73M | 0.00% | +538+2.7% | Added |
| Ambassador Advisors, LLC | 20,481 | $2.75M | 0.34% | +1,112+5.7% | Added |
| Atwood & Palmer Inc | 20,897 | $2.80M | 0.15% | −51,373−71.1% | Reduced |
| Vanguard Global Advisers, LLC | 20,972 | $2.81M | 0.00% | −1,125−5.1% | Reduced |
| Public Employees Retirement System of Ohio | 20,986 | $2.81M | 0.01% | −31,706−60.2% | Reduced |
| Axq Capital, LP | 21,246 | $2.85M | 0.31% | +16,241+324.5% | Added |
| Victory Capital Management Inc | 21,970 | $2.95M | 0.00% | +6,218+39.5% | Added |
| Cerity Partners LLC | 22,041 | $2.96M | 0.00% | +3,830+21.0% | Added |
| Cetera Investment Advisers | 22,072 | $2.96M | 0.00% | −2,023−8.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,281 | $2.99M | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 22,727 | $3.05M | 0.01% | +6,805+42.7% | Added |
| Quantbot Technologies LP | 23,128 | $3.10M | 0.12% | +13,313+135.6% | Added |
| Treasurer of the State of North Carolina | 23,214 | $3.11M | 0.01% | +60+0.3% | Added |
| American Century Companies Inc | 23,380 | $3.14M | 0.00% | +187+0.8% | Added |
| Man Group plc | 23,907 | $3.21M | 0.01% | +5,014+26.5% | Added |
| Trexquant Investment LP | 24,512 | $3.29M | 0.02% | −34,994−58.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 24,549 | $3.29M | 0.02% | +1,547+6.7% | Added |
| Amalgamated Bank | 24,787 | $3.33M | 0.02% | −418−1.7% | Reduced |
| Twinbeech Capital LP | 24,800 | $3.33M | 0.60% | −2,900−10.5% | Reduced |
| Harbor Advisors LLC | 25,000 | $3.35M | 0.42% | 00.0% | Unchanged |
| Toroso Investments, LLC | 25,108 | $3.37M | 0.01% | −4,716−15.8% | Reduced |
| Empowered Funds, LLC | 25,202 | $3.38M | 0.02% | −2,631−9.5% | Reduced |
| VELA Investment Management, LLC | 25,348 | $3.40M | 0.84% | +9,734+62.3% | Added |
| Bell Asset Management Ltd | 25,684 | $3.44M | 0.92% | +422+1.7% | Added |
| Deutsche Bank AG | 26,071 | $3.50M | 0.00% | −7,947−23.4% | Reduced |
| MetLife Investment Management | 26,110 | $3.50M | 0.02% | −1,553−5.6% | Reduced |
| Geneos Wealth Management Inc. | 27,923 | $3.75M | 0.08% | −2,615−8.6% | Reduced |
| Hilton Capital Management, LLC | 28,101 | $3.77M | 0.26% | +1,415+5.3% | Added |
| Walled Lake Planning & Wealth Management, LLC | 28,870 | $3.87M | 0.98% | +463+1.6% | Added |
| Royce & Associates LP | 30,495 | $4.09M | 0.03% | −6,184−16.9% | Reduced |
| Jupiter Topco LLC | 30,584 | $4.10M | 0.00% | +30,584 | New |
| Wealth Enhancement Advisory Services, LLC | 30,967 | $4.19M | 0.01% | +4,645+17.6% | Added |
| CI Private Wealth, LLC | 31,871 | $4.27M | 0.01% | −1,733−5.2% | Reduced |
| First Trust Advisors LP | 32,083 | $4.30M | 0.00% | −520−1.6% | Reduced |
| Intech Investment Management LLC | 33,386 | $4.48M | 0.04% | −13,465−28.7% | Reduced |
| Pier Capital, LLC | 34,014 | $4.56M | 0.60% | −22,131−39.4% | Reduced |
| Fifth Third Bancorp | 34,200 | $4.59M | 0.01% | −2,232−6.1% | Reduced |
| Commerce Bank | 35,858 | $4.81M | 0.02% | −1,969−5.2% | Reduced |
| Amundi | 37,118 | $4.98M | 0.00% | −76,347−67.3% | Reduced |
| Great West Life Assurance Co | 37,796 | $5.07M | 0.01% | −766−2.0% | Reduced |
| STRS Ohio | 38,449 | $5.16M | 0.02% | −4,545−10.6% | Reduced |
| Manufacturers Life Insurance Company, The | 38,584 | $5.18M | 0.00% | +444+1.2% | Added |
| Prudential Financial Inc | 39,151 | $5.25M | 0.01% | −29,676−43.1% | Reduced |
| Brevan Howard Capital Management LP | 39,300 | $5.27M | 0.07% | +31,128+380.9% | Added |
| Grandeur Peak Global Advisors, LLC | 39,863 | $5.35M | 1.24% | +427+1.1% | Added |
| Whittier Trust Co of Nevada Inc | 38,849 | $5.40M | 0.10% | −776−2.0% | Reduced |