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 |
|---|---|---|---|---|---|
| KLP Kapitalforvaltning AS | 12,700 | $1.70M | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 12,657 | $1.70M | 0.11% | +12,657 | New |
| Steward Partners Investment Advisory, LLC | 12,531 | $1.68M | 0.01% | +9,498+313.2% | Added |
| Regions Financial Corp | 12,347 | $1.66M | 0.01% | −4,082−24.8% | Reduced |
| King Luther Capital Management Corp | 12,333 | $1.65M | 0.01% | +608+5.2% | Added |
| Alpine Woods Capital Investors, LLC | 12,258 | $1.64M | 0.37% | +283+2.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,196 | $1.64M | 0.02% | +20+0.2% | Added |
| Ensign Peak Advisors, Inc | 11,657 | $1.56M | 0.00% | −14,231−55.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,226 | $1.51M | 0.08% | −28,425−71.7% | Reduced |
| Oregon Public Employees Retirement Fund | 11,199 | $1.50M | 0.02% | +69+0.6% | Added |
| New Mexico Educational Retirement Board | 10,600 | $1.42M | 0.04% | 00.0% | Unchanged |
| Bokf, NA | 10,547 | $1.41M | 0.02% | −316−2.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,051 | $1.35M | 0.01% | −4,096−29.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 9,950 | $1.33M | 0.11% | −321−3.1% | Reduced |
| Summit Trail Advisors, LLC | 9,739 | $1.31M | 0.02% | +2,710+38.6% | Added |
| Crawford Investment Counsel Inc | 9,596 | $1.29M | 0.02% | +90+0.9% | Added |
| Henshaw Capital LLC | 9,387 | $1.26M | 0.04% | +1,423+17.9% | Added |
| Appleton Partners Inc | 9,068 | $1.22M | 0.07% | −491−5.1% | Reduced |
| Aquatic Capital Management LLC | 8,886 | $1.19M | 0.04% | +6,722+310.6% | Added |
| Mayflower Financial Advisors, LLC | 1,122,126 | $1.19M | 0.10% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 8,797 | $1.18M | 0.00% | −2,423−21.6% | Reduced |
| StonePine Asset Management Inc. | 8,794 | $1.18M | 0.01% | −4,500−33.8% | Reduced |
| Spears Abacus Advisors LLC | 8,671 | $1.16M | 0.02% | −423−4.7% | Reduced |
| Pictet Asset Management Holding SA | 8,606 | $1.15M | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 8,597 | $1.15M | 0.01% | −6,825−44.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,487 | $1.14M | 0.00% | −3,913−31.6% | Reduced |
| New Age Alpha Advisors, LLC | 8,460 | $1.13M | 0.05% | −21,286−71.6% | Reduced |
| Assetmark, Inc | 8,240 | $1.11M | 0.00% | −481−5.5% | Reduced |
| Cim, LLC | 8,186 | $1.10M | 0.14% | +34+0.4% | Added |
| GAMMA Investing LLC | 8,140 | $1.09M | 0.04% | +1,581+24.1% | Added |
| Resources Management Corp | 7,704 | $1.03M | 0.13% | +659+9.4% | Added |
| Rockefeller Capital Management L.P. | 7,507 | $1.01M | 0.00% | −2,400−24.2% | Reduced |
| GWM Advisors LLC | 7,422 | $995.5K | 0.00% | −229−3.0% | Reduced |
| QRG Capital Management, Inc. | 7,370 | $988.5K | 0.01% | −74−1.0% | Reduced |
| Fisher Asset Management, LLC | 7,344 | $985.1K | 0.00% | −364−4.7% | Reduced |
| Brinker Capital Investments, LLC | 7,247 | $972.0K | 0.01% | −475−6.2% | Reduced |
| Captrust Financial Advisors | 7,050 | $945.6K | 0.00% | +2,090+42.1% | Added |
| Diversified Trust Co | 6,983 | $936.6K | 0.02% | −523−7.0% | Reduced |
| Truist Financial Corp | 6,855 | $919.5K | 0.00% | −130−1.9% | Reduced |
| Taylor Frigon Capital Management LLC | 6,822 | $915.0K | 0.43% | +181+2.7% | Added |
| Sendero Wealth Management, LLC | 6,779 | $909.3K | 0.09% | +1,567+30.1% | Added |
| New York Life Investment Management LLC | 6,768 | $907.8K | 0.01% | +239+3.7% | Added |
| PDT Partners, LLC | 6,630 | $889.3K | 0.05% | +1,227+22.7% | Added |
| Xponance, Inc. | 6,541 | $877.3K | 0.01% | −2,044−23.8% | Reduced |
| Callan Family Office, LLC | 6,505 | $872.5K | 0.02% | +904+16.1% | Added |
| Bank of Nova Scotia | 6,433 | $862.9K | 0.00% | +70+1.1% | Added |
| Jacobs Levy Equity Management, Inc | 6,335 | $849.7K | 0.00% | −25,286−80.0% | Reduced |
| Janney Montgomery Scott LLC | 6,141 | $824.0K | 0.00% | +2,896+89.2% | Added |
| Pacer Advisors, Inc. | 6,069 | $814.0K | 0.00% | −2,129−26.0% | Reduced |
| Evergreen Capital Management LLC | 5,893 | $790.4K | 0.01% | +4,173+242.6% | Added |
| Mercer Global Advisors Inc | 5,870 | $787.3K | 0.00% | +2,679+84.0% | Added |
| Park Avenue Securities LLC | 5,710 | $766.0K | 0.00% | −1,367−19.3% | Reduced |
| Fulton Bank, N.A. | 5,696 | $764.0K | 0.02% | +271+5.0% | Added |
| Union Bancaire Privee, UBP SA | 5,484 | $759.8K | 0.01% | −290−5.0% | Reduced |
| State of Alaska, Department of Revenue | 5,313 | $712.0K | 0.01% | −102−1.9% | Reduced |
| James Investment Research Inc | 5,248 | $703.9K | 0.07% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 5,200 | $697.5K | 0.04% | +750+16.9% | Added |
| Tower Research Capital LLC (TRC) | 5,166 | $692.9K | 0.02% | +2,125+69.9% | Added |
| Voya Investment Management LLC | 5,143 | $689.8K | 0.00% | −55−1.1% | Reduced |
| MAI Capital Management | 5,057 | $678.3K | 0.00% | +3,949+356.4% | Added |
| Inspire Advisors, LLC | 5,019 | $673.2K | 0.05% | +490+10.8% | Added |
| EntryPoint Capital, LLC | 4,797 | $643.4K | 0.16% | +1,997+71.3% | Added |
| Public Employees Retirement Association of Colorado | 4,712 | $632.0K | 0.00% | −119,739−96.2% | Reduced |
| Intrust Bank NA | 4,562 | $611.9K | 0.05% | −1,342−22.7% | Reduced |
| Apriem Advisors | 4,481 | $601.0K | 0.05% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,431 | $594.3K | 0.01% | +144+3.4% | Added |
| Glenmede Trust Co NA | 4,392 | $589.1K | 0.00% | +2,318+111.8% | Added |
| Vident Advisory, LLC | 4,303 | $577.1K | 0.00% | +49+1.2% | Added |
| Federated Hermes, Inc. | 4,194 | $562.5K | 0.00% | −127−2.9% | Reduced |
| Acadian Asset Management LLC | 4,178 | $559.0K | 0.00% | +4,178 | New |
| Federation des caisses Desjardins du Quebec | 4,127 | $553.6K | 0.00% | +564+15.8% | Added |
| Securian Asset Management, Inc | 3,951 | $553.2K | 0.02% | 00.0% | Unchanged |
| Connable Office Inc | 4,111 | $551.4K | 0.05% | −236−5.4% | Reduced |
| Ronald Blue Trust, Inc. | 3,926 | $526.6K | 0.01% | −90−2.2% | Reduced |
| Bridges Investment Management Inc | 3,851 | $516.5K | 0.01% | −566−12.8% | Reduced |
| Yorktown Management & Research Co Inc | 3,850 | $516.4K | 0.32% | 00.0% | Unchanged |
| 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 |
| Clifford Group, LLC | 3,822 | $512.6K | 0.35% | +345+9.9% | Added |
| AlphaGrep UK Ltd | 3,807 | $510.6K | 0.16% | +1,897+99.3% | Added |
| SRS Capital Advisors, Inc. | 3,788 | $508.1K | 0.00% | +3,726+6,009.7% | Added |
| Integrated Wealth Concepts LLC | 3,780 | $507.0K | 0.00% | +624+19.8% | Added |
| Custom Index Systems, LLC | 3,776 | $506.5K | 0.18% | −112−2.9% | Reduced |
| Worldquant Millennium Advisors LLC | 3,751 | $503.1K | 0.00% | +3,751 | New |
| Studio Investment Management LLC | 3,750 | $503.0K | 0.09% | −11−0.3% | Reduced |
| Guggenheim Capital LLC | 3,710 | $497.6K | 0.00% | +18+0.5% | Added |
| Krilogy Financial LLC | 3,670 | $492.3K | 0.01% | +1,265+52.6% | Added |
| Moneta Group Investment Advisors LLC | 3,667 | $491.9K | 0.00% | −240−6.1% | Reduced |
| Virginia Retirement Systems Et Al | 3,600 | $482.9K | 0.00% | +3,600 | New |
| Brookstone Capital Management | 3,567 | $478.5K | 0.00% | −102−2.8% | Reduced |
| CWM Advisors, LLC | 3,528 | $473.2K | 0.02% | +3,528 | New |
| J2 Capital Management Inc | 3,522 | $472.4K | 0.32% | −1,045−22.9% | Reduced |
| Venturi Wealth Management, LLC | 3,508 | $470.5K | 0.02% | +615+21.3% | Added |
| Sepio Capital, LP | 3,406 | $456.8K | 0.02% | +3,406 | New |
| Caxton Associates LLP | 3,393 | $455.1K | 0.01% | +3,393 | New |
| Envestnet Portfolio Solutions, Inc. | 3,339 | $447.9K | 0.00% | −2,660−44.3% | Reduced |
| Sequoia Financial Advisors, LLC | 3,328 | $446.4K | 0.00% | +710+27.1% | Added |
| M&T Bank Corp | 3,223 | $432.1K | 0.00% | −2,481−43.5% | Reduced |
| 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 |