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 |
|---|---|---|---|---|---|
| FMR LLC | 690,813 | $92.7M | 0.00% | −165,211−19.3% | Reduced |
| Dimensional Fund Advisors LP | 692,896 | $92.9M | 0.02% | +76,377+12.4% | Added |
| Qube Research & Technologies Ltd | 705,487 | $94.6M | 0.11% | +450,323+176.5% | Added |
| Goldman Sachs Group Inc | 825,406 | $110.7M | 0.01% | +201,690+32.3% | Added |
| Bamco Inc | 869,544 | $116.6M | 0.18% | −191,859−18.1% | Reduced |
| Bank of America Corp | 890,616 | $119.5M | 0.01% | −60,256−6.3% | Reduced |
| Wellington Management Group LLP | 929,760 | $124.7M | 0.02% | −431,650−31.7% | Reduced |
| Fiduciary Management Inc | 938,411 | $125.9M | 1.79% | +134,839+16.8% | Added |
| Neuberger Berman Group LLC | 992,787 | $133.2M | 0.09% | +381,844+62.5% | Added |
| Citadel Advisors LLC | 1,227,541 | $164.7M | 0.09% | +739,389+151.5% | Added |
| Bank of Montreal | 1,300,687 | $174.5M | 0.06% | +151,088+13.1% | Added |
| Geode Capital Management, LLC | 1,383,912 | $185.7M | 0.01% | +32,703+2.4% | Added |
| Morgan Stanley | 1,690,245 | $226.7M | 0.01% | +98,236+6.2% | Added |
| State Street Corp | 1,749,472 | $234.7M | 0.01% | +55,776+3.3% | Added |
| Royal Bank of Canada | 1,992,096 | $267.2M | 0.05% | +240,601+13.7% | Added |
| Earnest Partners LLC | 2,172,720 | $291.4M | 1.05% | −56,264−2.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,426,619 | $325.5M | 1.01% | −215,527−8.2% | Reduced |
| Vanguard Capital Management LLC | 2,439,724 | $327.2M | 0.01% | +20,392+0.8% | Added |
| Vanguard Portfolio Management LLC | 2,774,115 | $372.1M | 0.02% | −4,295−0.2% | Reduced |
| BlackRock, Inc. | 5,240,406 | $702.9M | 0.01% | −40,394−0.8% | Reduced |
| Nomura Asset Management International Inc. | 0 | $0 | 0.00% | −379,183−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −232,980−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −151,275−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −116,331−100.0% | Sold out |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −84,086−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −55,338−100.0% | Sold out |
| Wealth High Governance Asset Management Ltda. | 0 | $0 | 0.00% | −47,784−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −41,346−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −35,494−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −25,816−100.0% | Sold out |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −25,816−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −21,011−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −18,421−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,806−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −10,756−100.0% | Sold out |
| Diversified Management Inc | 0 | $0 | 0.00% | −9,654−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −7,937−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −6,732−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −5,048−100.0% | Sold out |
| Strategic Wealth Designers | 0 | $0 | 0.00% | −4,903−100.0% | Sold out |
| Stegent Equity Advisors, Inc. | 0 | $0 | 0.00% | −4,593−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −4,319−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −4,307−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −4,122−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −3,819−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −3,583−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −3,162−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −3,040−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −2,802−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,778−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −2,676−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,454−100.0% | Sold out |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −2,386−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −1,919−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −2,245−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −2,217−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,097−100.0% | Sold out |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −2,077−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −2,023−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −1,885−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,871−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,697−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −1,497−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −1,428−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,415−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,393−100.0% | Sold out |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −499−100.0% | Sold out |
| Wellington Grp LLC | 0 | $0 | 0.00% | −394−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| Clark Wealth Partners | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Westend Capital Management, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| ZRC Wealth Management, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| United Financial Planning Group LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Richardson Capital Management LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Richard Bernstein Advisors LLC | – | – | – | – | Not filed |
| Gibbs Wealth Management | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |