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 |
|---|---|---|---|---|---|
| Dark Forest Capital Management LP | 40,895 | $5.49M | 0.35% | +40,895 | New |
| Y-Intercept (Hong Kong) Ltd | 42,939 | $5.76M | 0.11% | +3,252+8.2% | Added |
| Teacher Retirement System of Texas | 44,906 | $6.02M | 0.02% | −7,310−14.0% | Reduced |
| Quantinno Capital Management LP | 45,505 | $6.10M | 0.01% | +278+0.6% | Added |
| Creative Planning | 47,637 | $6.39M | 0.00% | +5,645+13.4% | Added |
| HSBC Holdings PLC | 48,160 | $6.49M | 0.00% | +29,865+163.2% | Added |
| Stifel Financial Corp | 49,451 | $6.63M | 0.01% | +2,441+5.2% | Added |
| XTX Topco Ltd | 49,468 | $6.64M | 0.09% | +31,984+182.9% | Added |
| Mutual of America Capital Management LLC | 50,697 | $6.80M | 0.07% | −2,263−4.3% | Reduced |
| Van Eck Associates Corp | 51,368 | $6.89M | 0.00% | +835+1.7% | Added |
| Price T Rowe Associates Inc | 51,974 | $6.97M | 0.00% | +3,567+7.4% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 53,484 | $7.17M | 1.62% | +520+1.0% | Added |
| Vanguard Asset Management, Ltd | 53,640 | $7.19M | 0.00% | +3,847+7.7% | Added |
| Citigroup Inc | 54,058 | $7.25M | 0.00% | −30,266−35.9% | Reduced |
| Retirement Systems of Alabama | 56,078 | $7.52M | 0.02% | −10,557−15.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 61,352 | $8.23M | 0.04% | +20,812+51.3% | Added |
| Leith Wheeler Investment Counsel Ltd. | 61,888 | $8.30M | 0.63% | +61,888 | New |
| California State Teachers Retirement System | 63,069 | $8.46M | 0.01% | −1,301−2.0% | Reduced |
| Boston Partners | 64,924 | $8.71M | 0.01% | +15,257+30.7% | Added |
| Aptus Capital Advisors, LLC | 66,982 | $8.98M | 0.07% | +403+0.6% | Added |
| Interval Partners, LP | 67,227 | $9.02M | 0.29% | −102,781−60.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 68,030 | $9.13M | 0.01% | −72,020−51.4% | Reduced |
| Crawford Fund Management, LLC | 68,431 | $9.18M | 2.82% | +17,900+35.4% | Added |
| Russell Investments Group, Ltd. | 69,161 | $9.28M | 0.01% | +6,342+10.1% | Added |
| Jain Global LLC | 71,415 | $9.58M | 0.11% | −19,168−21.2% | Reduced |
| Prana Capital Management, LP | 71,882 | $9.64M | 0.29% | +71,882 | New |
| Legal & General Group Plc | 73,667 | $9.88M | 0.00% | −2,504−3.3% | Reduced |
| Alliancebernstein L.P. | 69,903 | $10.0M | 0.00% | +75+0.1% | Added |
| Renaissance Technologies LLC | 76,000 | $10.2M | 0.01% | +76,000 | New |
| Squarepoint Ops LLC | 78,512 | $10.5M | 0.02% | +61,321+356.7% | Added |
| MUFG Securities EMEA plc | 79,700 | $10.7M | 0.11% | +79,700 | New |
| ExodusPoint Capital Management, LP | 80,822 | $10.8M | 0.10% | −1,752−2.1% | Reduced |
| Whittier Trust Co | 77,994 | $11.1M | 0.11% | −228−0.3% | Reduced |
| Montanaro Asset Management Ltd | 82,934 | $11.1M | 3.51% | −15,316−15.6% | Reduced |
| Two Sigma Investments, LP | 85,383 | $11.5M | 0.01% | −20,899−19.7% | Reduced |
| California Public Employees Retirement System | 87,413 | $11.7M | 0.01% | −19,961−18.6% | Reduced |
| Alps Advisors Inc | 91,702 | $12.3M | 0.06% | +2,378+2.7% | Added |
| New York State Common Retirement Fund | 92,125 | $12.4M | 0.02% | +1,500+1.7% | Added |
| Ameriprise Financial Inc | 94,646 | $12.7M | 0.00% | −10,531−10.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 96,879 | $13.0M | 0.01% | +7,780+8.7% | Added |
| Swiss National Bank | 109,336 | $14.7M | 0.01% | +1,500+1.4% | Added |
| Flputnam Investment Management Co | 109,973 | $14.8M | 0.18% | −63,559−36.6% | Reduced |
| Brown Advisory Inc | 118,776 | $15.9M | 0.02% | −3,387−2.8% | Reduced |
| GHP Investment Advisors, Inc. | 119,657 | $16.0M | 0.59% | +860+0.7% | Added |
| Principal Financial Group Inc | 123,130 | $16.5M | 0.01% | +1,397+1.1% | Added |
| Walleye Capital LLC | 125,338 | $16.8M | 0.08% | +122,550+4,395.6% | Added |
| Assenagon Asset Management S.A. | 126,476 | $17.0M | 0.02% | +8,871+7.5% | Added |
| Caisse de Depot Et Placement du Quebec | 132,289 | $17.7M | 0.03% | −139,771−51.4% | Reduced |
| JPMorgan Chase & Co | 148,128 | $20.0M | 0.00% | −10,336−6.5% | Reduced |
| Rhumbline Advisers | 152,433 | $20.4M | 0.02% | −4,415−2.8% | Reduced |
| Nuveen, LLC | 163,937 | $22.0M | 0.01% | +46,740+39.9% | Added |
| Argent Capital Management LLC | 164,129 | $22.0M | 0.70% | −38,293−18.9% | Reduced |
| HRT Financial LP | 166,495 | $22.3M | 0.04% | +152,840+1,119.3% | Added |
| Segall Bryant & Hamill, LLC | 167,184 | $22.4M | 0.27% | +46,926+39.0% | Added |
| Fenimore Asset Management Inc | 167,898 | $22.5M | 0.47% | +29,432+21.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 169,929 | $22.8M | 0.05% | +32,685+23.8% | Added |
| Alyeska Investment Group, L.P. | 171,137 | $23.0M | 0.06% | +160,331+1,483.7% | Added |
| BNP Paribas Arbitrage, SA | 186,627 | $25.0M | 0.01% | +29,705+18.9% | Added |
| UBS Asset Management Americas Inc | 187,563 | $25.2M | 0.00% | +12,700+7.3% | Added |
| HighTower Advisors, LLC | 189,028 | $25.4M | 0.02% | −3,986−2.1% | Reduced |
| Barclays PLC | 200,535 | $26.9M | 0.01% | +100,619+100.7% | Added |
| Barlow Wealth Partners, Inc. | 205,696 | $27.6M | 2.98% | +537+0.3% | Added |
| Franklin Resources Inc | 206,485 | $27.7M | 0.01% | +11,510+5.9% | Added |
| Fiera Capital Corp | 206,982 | $27.8M | 0.10% | −154,627−42.8% | Reduced |
| Champlain Investment Partners, LLC | 209,983 | $28.2M | 0.72% | −507,741−70.7% | Reduced |
| Ancora Advisors, LLC | 214,346 | $28.8M | 0.56% | −9,011−4.0% | Reduced |
| Handelsbanken Fonder AB | 219,632 | $29.5M | 0.08% | −40,926−15.7% | Reduced |
| Eventide Asset Management, LLC | 239,140 | $32.0M | 0.43% | +3,004+1.3% | Added |
| Ariel Investments, LLC | 244,520 | $32.8M | 0.33% | +244,520 | New |
| Voloridge Investment Management, LLC | 259,909 | $34.9M | 0.15% | +186,112+252.2% | Added |
| Schroder Investment Management Group | 263,456 | $35.0M | 0.02% | +5,226+2.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 261,511 | $35.1M | 1.69% | +3,819+1.5% | Added |
| Tudor Investment Corp Et Al | 263,803 | $35.4M | 0.15% | +31,088+13.4% | Added |
| Envestnet Asset Management Inc | 288,794 | $38.7M | 0.01% | −40,647−12.3% | Reduced |
| D. E. Shaw & Co., Inc. | 290,765 | $39.0M | 0.02% | +152,248+109.9% | Added |
| Jones Financial Companies LLLP | 290,735 | $40.3M | 0.02% | −6,743−2.3% | Reduced |
| Wells Fargo & Company | 314,566 | $42.2M | 0.01% | −31,801−9.2% | Reduced |
| UBS Group AG | 321,436 | $43.1M | 0.01% | −37,669−10.5% | Reduced |
| Vanguard Fiduciary Trust Co | 343,231 | $46.0M | 0.01% | +2,838+0.8% | Added |
| Thrivent Financial for Lutherans | 345,248 | $46.3M | 0.08% | −4,508−1.3% | Reduced |
| GW&K Investment Management, LLC | 349,700 | $46.9M | 0.37% | −4,395−1.2% | Reduced |
| Millennium Management LLC | 375,874 | $50.4M | 0.03% | +223,925+147.4% | Added |
| Jennison Associates LLC | 382,195 | $51.3M | 0.03% | −86,362−18.4% | Reduced |
| Natixis Advisors, L.P. | 383,961 | $51.5M | 0.06% | +36,215+10.4% | Added |
| Capital International Investors | 406,531 | $54.5M | 0.01% | +293,572+259.9% | Added |
| Bank of New York Mellon Corp | 406,981 | $54.6M | 0.01% | −13,665−3.2% | Reduced |
| Raymond James Financial Inc | 417,511 | $56.0M | 0.02% | −284,076−40.5% | Reduced |
| Nordea Investment Management AB | 430,600 | $57.8M | 0.05% | +379,579+744.0% | Added |
| Van Berkom & Associates Inc. | 436,412 | $58.5M | 1.89% | +30,434+7.5% | Added |
| Charles Schwab Investment Management Inc | 458,942 | $61.6M | 0.01% | +6,331+1.4% | Added |
| Westfield Capital Management Co LP | 463,415 | $62.2M | 0.20% | −80,196−14.8% | Reduced |
| AQR Capital Management LLC | 486,239 | $65.2M | 0.02% | +86,897+21.8% | Added |
| Vaughan Nelson Investment Management, L.P. | 514,374 | $69.0M | 0.61% | +265,604+106.8% | Added |
| Northern Trust Corp | 521,880 | $70.0M | 0.01% | −4,802−0.9% | Reduced |
| Capital Research Global Investors | 526,868 | $70.7M | 0.01% | −787,806−59.9% | Reduced |
| Invesco Ltd. | 561,266 | $75.3M | 0.01% | +86,492+18.2% | Added |
| LPL Financial LLC | 620,282 | $83.2M | 0.02% | +539,256+665.5% | Added |
| Clearbridge Investments, LLC | 635,294 | $85.2M | 0.07% | +10,066+1.6% | Added |
| SEI Investments Co | 654,087 | $87.7M | 0.08% | −35,445−5.1% | Reduced |
| Norges Bank | 656,486 | $88.1M | 0.01% | +656,486 | New |