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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 66,982 | $8.98M | 0.07% | +403+0.6% | Added |
| Boston Partners | 64,924 | $8.71M | 0.01% | +15,257+30.7% | Added |
| California State Teachers Retirement System | 63,069 | $8.46M | 0.01% | −1,301−2.0% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 61,888 | $8.30M | 0.63% | +61,888 | New |
| Schonfeld Strategic Advisors LLC | 61,352 | $8.23M | 0.04% | +20,812+51.3% | Added |
| Retirement Systems of Alabama | 56,078 | $7.52M | 0.02% | −10,557−15.8% | Reduced |
| Citigroup Inc | 54,058 | $7.25M | 0.00% | −30,266−35.9% | Reduced |
| Vanguard Asset Management, Ltd | 53,640 | $7.19M | 0.00% | +3,847+7.7% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 53,484 | $7.17M | 1.62% | +520+1.0% | Added |
| Price T Rowe Associates Inc | 51,974 | $6.97M | 0.00% | +3,567+7.4% | Added |
| Van Eck Associates Corp | 51,368 | $6.89M | 0.00% | +835+1.7% | Added |
| Mutual of America Capital Management LLC | 50,697 | $6.80M | 0.07% | −2,263−4.3% | Reduced |
| XTX Topco Ltd | 49,468 | $6.64M | 0.09% | +31,984+182.9% | Added |
| Stifel Financial Corp | 49,451 | $6.63M | 0.01% | +2,441+5.2% | Added |
| HSBC Holdings PLC | 48,160 | $6.49M | 0.00% | +29,865+163.2% | Added |
| Creative Planning | 47,637 | $6.39M | 0.00% | +5,645+13.4% | Added |
| Quantinno Capital Management LP | 45,505 | $6.10M | 0.01% | +278+0.6% | Added |
| Teacher Retirement System of Texas | 44,906 | $6.02M | 0.02% | −7,310−14.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 42,939 | $5.76M | 0.11% | +3,252+8.2% | Added |
| Dark Forest Capital Management LP | 40,895 | $5.49M | 0.35% | +40,895 | New |
| Whittier Trust Co of Nevada Inc | 38,849 | $5.40M | 0.10% | −776−2.0% | Reduced |
| Grandeur Peak Global Advisors, LLC | 39,863 | $5.35M | 1.24% | +427+1.1% | Added |
| Brevan Howard Capital Management LP | 39,300 | $5.27M | 0.07% | +31,128+380.9% | Added |
| Prudential Financial Inc | 39,151 | $5.25M | 0.01% | −29,676−43.1% | Reduced |
| Manufacturers Life Insurance Company, The | 38,584 | $5.18M | 0.00% | +444+1.2% | Added |
| STRS Ohio | 38,449 | $5.16M | 0.02% | −4,545−10.6% | Reduced |
| Great West Life Assurance Co | 37,796 | $5.07M | 0.01% | −766−2.0% | Reduced |
| Amundi | 37,118 | $4.98M | 0.00% | −76,347−67.3% | Reduced |
| Commerce Bank | 35,858 | $4.81M | 0.02% | −1,969−5.2% | Reduced |
| Fifth Third Bancorp | 34,200 | $4.59M | 0.01% | −2,232−6.1% | Reduced |
| Pier Capital, LLC | 34,014 | $4.56M | 0.60% | −22,131−39.4% | Reduced |
| Intech Investment Management LLC | 33,386 | $4.48M | 0.04% | −13,465−28.7% | Reduced |
| First Trust Advisors LP | 32,083 | $4.30M | 0.00% | −520−1.6% | Reduced |
| CI Private Wealth, LLC | 31,871 | $4.27M | 0.01% | −1,733−5.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 30,967 | $4.19M | 0.01% | +4,645+17.6% | Added |
| Jupiter Topco LLC | 30,584 | $4.10M | 0.00% | +30,584 | New |
| Royce & Associates LP | 30,495 | $4.09M | 0.03% | −6,184−16.9% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 28,870 | $3.87M | 0.98% | +463+1.6% | Added |
| Hilton Capital Management, LLC | 28,101 | $3.77M | 0.26% | +1,415+5.3% | Added |
| Geneos Wealth Management Inc. | 27,923 | $3.75M | 0.08% | −2,615−8.6% | Reduced |
| MetLife Investment Management | 26,110 | $3.50M | 0.02% | −1,553−5.6% | Reduced |
| Deutsche Bank AG | 26,071 | $3.50M | 0.00% | −7,947−23.4% | Reduced |
| Bell Asset Management Ltd | 25,684 | $3.44M | 0.92% | +422+1.7% | Added |
| VELA Investment Management, LLC | 25,348 | $3.40M | 0.84% | +9,734+62.3% | Added |
| Empowered Funds, LLC | 25,202 | $3.38M | 0.02% | −2,631−9.5% | Reduced |
| Toroso Investments, LLC | 25,108 | $3.37M | 0.01% | −4,716−15.8% | Reduced |
| Harbor Advisors LLC | 25,000 | $3.35M | 0.42% | 00.0% | Unchanged |
| Twinbeech Capital LP | 24,800 | $3.33M | 0.60% | −2,900−10.5% | Reduced |
| Amalgamated Bank | 24,787 | $3.33M | 0.02% | −418−1.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 24,549 | $3.29M | 0.02% | +1,547+6.7% | Added |
| Trexquant Investment LP | 24,512 | $3.29M | 0.02% | −34,994−58.8% | Reduced |
| Man Group plc | 23,907 | $3.21M | 0.01% | +5,014+26.5% | Added |
| American Century Companies Inc | 23,380 | $3.14M | 0.00% | +187+0.8% | Added |
| Treasurer of the State of North Carolina | 23,214 | $3.11M | 0.01% | +60+0.3% | Added |
| Quantbot Technologies LP | 23,128 | $3.10M | 0.12% | +13,313+135.6% | Added |
| State of Wisconsin Investment Board | 22,727 | $3.05M | 0.01% | +6,805+42.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,281 | $2.99M | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 22,072 | $2.96M | 0.00% | −2,023−8.4% | Reduced |
| Cerity Partners LLC | 22,041 | $2.96M | 0.00% | +3,830+21.0% | Added |
| Victory Capital Management Inc | 21,970 | $2.95M | 0.00% | +6,218+39.5% | Added |
| Axq Capital, LP | 21,246 | $2.85M | 0.31% | +16,241+324.5% | Added |
| Public Employees Retirement System of Ohio | 20,986 | $2.81M | 0.01% | −31,706−60.2% | Reduced |
| Vanguard Global Advisers, LLC | 20,972 | $2.81M | 0.00% | −1,125−5.1% | Reduced |
| Atwood & Palmer Inc | 20,897 | $2.80M | 0.15% | −51,373−71.1% | Reduced |
| Ambassador Advisors, LLC | 20,481 | $2.75M | 0.34% | +1,112+5.7% | Added |
| Baird Financial Group, Inc. | 20,327 | $2.73M | 0.00% | +538+2.7% | Added |
| Pathstone Holdings, LLC | 20,204 | $2.71M | 0.01% | −205−1.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 20,120 | $2.70M | 0.01% | −2,856−12.4% | Reduced |
| Engineers Gate Manager LP | 19,909 | $2.67M | 0.03% | −16,336−45.1% | Reduced |
| Oppenheimer Asset Management Inc. | 19,791 | $2.65M | 0.03% | −6,798−25.6% | Reduced |
| State of Tennessee, Treasury Department | 19,034 | $2.55M | 0.01% | −342−1.8% | Reduced |
| SG Americas Securities, LLC | 18,005 | $2.42M | 0.00% | −4,441−19.8% | Reduced |
| State Board of Administration of Florida Retirement System | 17,929 | $2.40M | 0.00% | −900−4.8% | Reduced |
| Voleon Capital Management LP | 17,925 | $2.40M | 0.04% | −9,366−34.3% | Reduced |
| Entropy Technologies, LP | 17,872 | $2.40M | 0.10% | −9,459−34.6% | Reduced |
| FJ Capital Management LLC | 17,497 | $2.35M | 0.30% | +17,497 | New |
| US Bancorp | 17,434 | $2.34M | 0.00% | −1,668−8.7% | Reduced |
| Sanctuary Advisors, LLC | 17,214 | $2.31M | 0.01% | −1,158−6.3% | Reduced |
| Ameritas Investment Partners, Inc. | 17,161 | $2.30M | 0.06% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 16,620 | $2.23M | 0.02% | 00.0% | Unchanged |
| Weil Company, Inc. | 16,501 | $2.21M | 0.39% | −4,239−20.4% | Reduced |
| State of New Jersey Common Pension Fund D | 16,120 | $2.16M | 0.01% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 16,007 | $2.15M | 0.01% | −4,542−22.1% | Reduced |
| Louisiana State Employees Retirement System | 15,900 | $2.13M | 0.03% | +100+0.6% | Added |
| New York State Teachers Retirement System | 15,683 | $2.10M | 0.00% | −4,782−23.4% | Reduced |
| Yousif Capital Management, LLC | 15,659 | $2.10M | 0.02% | −942−5.7% | Reduced |
| The PNC Financial Services Group, Inc. | 15,289 | $2.05M | 0.00% | −1,301−7.8% | Reduced |
| Arizona State Retirement System | 15,025 | $2.02M | 0.01% | +41+0.3% | Added |
| FORA Capital, LLC | 14,909 | $2.00M | 0.14% | −10,012−40.2% | Reduced |
| Canada Pension Plan Investment Board | 14,700 | $1.97M | 0.00% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 14,639 | $1.96M | 0.04% | +14,639 | New |
| MML Investors Services, LLC | 14,628 | $1.96M | 0.00% | +496+3.5% | Added |
| Highland Capital Management, LLC | 14,525 | $1.95M | 0.09% | +6,167+73.8% | Added |
| Capital Fund Management S.A. | 13,781 | $1.85M | 0.01% | +13,781 | New |
| JustInvest LLC | 13,696 | $1.84M | 0.02% | −2,213−13.9% | Reduced |
| Davenport & Co LLC | 13,598 | $1.82M | 0.01% | −465−3.3% | Reduced |
| Vanguard Investments Australia, Ltd. | 13,567 | $1.82M | 0.00% | 00.0% | Unchanged |
| Allstate Corp | 13,424 | $1.80M | 0.02% | −5,863−30.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,980 | $1.74M | 0.01% | −639−4.7% | Reduced |
| State of Michigan Retirement System | 12,700 | $1.70M | 0.01% | −400−3.1% | Reduced |