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 |
|---|---|---|---|---|---|
| Sound Capital Solutions LLC | 3,142 | $421.4K | 0.10% | +3,142 | New |
| Aviva PLC | 3,134 | $420.4K | 0.00% | +207+7.1% | Added |
| Susquehanna International Group, LLP | 3,091 | $414.6K | 0.00% | −428−12.2% | Reduced |
| Integrated Investment Consultants, LLC | 3,088 | $414.2K | 0.08% | −13−0.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,083 | $413.6K | 0.00% | −123−3.8% | Reduced |
| Hantz Financial Services, Inc. | 3,001 | $403.0K | 0.01% | −21,806−87.9% | Reduced |
| Rehmann Capital Advisory Group | 2,922 | $392.0K | 0.02% | +370+14.5% | Added |
| Mission Wealth Management, LP | 2,876 | $385.8K | 0.00% | +2,876 | New |
| Dynasty Wealth Management, LLC | 2,861 | $383.7K | 0.00% | −170−5.6% | Reduced |
| Utah Retirement Systems | 2,859 | $383.5K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 2,772 | $371.8K | 0.00% | +7+0.3% | Added |
| Merit Financial Group, LLC | 2,772 | $371.8K | 0.00% | +2,772 | New |
| First Bank & Trust | 2,717 | $364.4K | 0.05% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 2,697 | $361.7K | 0.01% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 2,687 | $360.0K | 0.00% | +2,687 | New |
| Oak Thistle LLC | 2,675 | $358.8K | 0.03% | −11,279−80.8% | Reduced |
| Nykredit A/S | 2,591 | $347.5K | 0.00% | +2,591 | New |
| Snowden Capital Advisors LLC | 2,576 | $345.5K | 0.01% | −292−10.2% | Reduced |
| Vestcor Inc | 2,574 | $345.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,565 | $344.0K | 0.01% | −257−9.1% | Reduced |
| DnB Asset Management AS | 2,562 | $343.6K | 0.00% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 2,500 | $335.3K | 0.03% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 2,482 | $333.0K | 0.01% | −3,288−57.0% | Reduced |
| CAPROCK Group, Inc. | 2,461 | $330.2K | 0.01% | −1,061−30.1% | Reduced |
| Wealth Alliance | 2,458 | $329.7K | 0.03% | −144−5.5% | Reduced |
| Beacon Pointe Advisors, LLC | 2,443 | $327.7K | 0.00% | −1,153−32.1% | Reduced |
| Wealthcare Capital Partners, LLC | 2,399 | $321.8K | 0.13% | +65+2.8% | Added |
| Fieldview Capital Management, LLC | 2,376 | $318.7K | 0.09% | +2,376 | New |
| Concurrent Investment Advisors, LLC | 2,360 | $316.6K | 0.00% | +80+3.5% | Added |
| SummitTX Capital, L.P. | 2,328 | $312.3K | 0.01% | −11,262−82.9% | Reduced |
| Riverwater Partners LLC | 2,287 | $306.8K | 0.09% | +535+30.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,276 | $305.0K | 0.00% | +81+3.7% | Added |
| Hamilton Capital Partners Inc. | 2,250 | $301.8K | 0.01% | +520+30.1% | Added |
| Portside Wealth Group, LLC | 2,216 | $297.2K | 0.03% | −1,783−44.6% | Reduced |
| Argos Wealth Advisors, LLC | 2,213 | $296.8K | 0.08% | +283+14.7% | Added |
| Accredited Investors Inc. | 2,196 | $294.6K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,181 | $292.5K | 0.00% | −247−10.2% | Reduced |
| Trajan Wealth LLC | 2,156 | $289.2K | 0.01% | −118−5.2% | Reduced |
| ProShare Advisors LLC | 2,139 | $286.9K | 0.00% | −41−1.9% | Reduced |
| OneAscent Investment Solutions LLC | 2,128 | $285.4K | 0.27% | −678−24.2% | Reduced |
| Advisor Group Holdings, Inc. | 2,095 | $281.2K | 0.00% | −24,456−92.1% | Reduced |
| Commonwealth Equity Services, LLC | 2,093 | $280.8K | 0.00% | +186+9.8% | Added |
| Mirabella Financial Services LLP | 2,055 | $275.6K | 0.03% | +137+7.1% | Added |
| Allspring Global Investments Holdings, LLC | 1,989 | $274.4K | 0.00% | +145+7.9% | Added |
| Mount Yale Investment Advisors, LLC | 2,038 | $273.4K | 0.01% | −1,011−33.2% | Reduced |
| Jefferies Financial Group Inc. | 2,023 | $271.3K | 0.00% | −3,377−62.5% | Reduced |
| Norden Group LLC | 2,000 | $268.3K | 0.02% | −2,878−59.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,992 | $267.2K | 0.01% | −138−6.5% | Reduced |
| Benjamin Edwards Inc | 1,986 | $266.3K | 0.00% | +79+4.1% | Added |
| Index Technologies Group LLC | 1,944 | $260.7K | 0.21% | −86−4.2% | Reduced |
| Vista Finance, LLC | 1,931 | $259.0K | 0.14% | −96−4.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 1,919 | $257.4K | 0.00% | +1,919 | New |
| Diversify Wealth Management, LLC | 1,784 | $252.0K | 0.00% | −63−3.4% | Reduced |
| Diversify Advisory Services, LLC | 1,784 | $252.0K | 0.00% | +1,784 | New |
| Sun Group Wealth Partners | 1,869 | $250.7K | 0.17% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,754 | $249.9K | 0.01% | +1,754 | New |
| NewEdge Wealth, LLC | 1,845 | $247.5K | 0.00% | +161+9.6% | Added |
| Infrastructure Capital Advisors, LLC | 1,844 | $247.3K | 0.02% | +34+1.9% | Added |
| Cresset Asset Management, LLC | 1,833 | $245.9K | 0.00% | −243−11.7% | Reduced |
| Shelton Capital Management | 1,813 | $243.2K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,783 | $239.2K | 0.00% | +197+12.4% | Added |
| HB Wealth Management, LLC | 1,773 | $237.8K | 0.00% | +143+8.8% | Added |
| Nisa Investment Advisors, LLC | 1,749 | $234.6K | 0.00% | +221+14.5% | Added |
| Quadrant Capital Group LLC | 1,741 | $233.5K | 0.01% | −28−1.6% | Reduced |
| Kestra Private Wealth Services, LLC | 1,714 | $229.9K | 0.00% | −52−2.9% | Reduced |
| Brighton Jones LLC | 1,706 | $228.8K | 0.00% | +1,706 | New |
| SFMG, LLC | 1,695 | $227.3K | 0.01% | −21−1.2% | Reduced |
| RSM US Wealth Management LLC | 1,685 | $226.0K | 0.00% | +1,685 | New |
| Cassaday & Co Wealth Management LLC | 1,678 | $225.1K | 0.00% | −67−3.8% | Reduced |
| CIBC Asset Management Inc | 1,644 | $220.5K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,640 | $220.0K | 0.00% | +370+29.1% | Added |
| Serenus Wealth Advisors, LLC | 1,610 | $215.9K | 0.04% | 00.0% | Unchanged |
| North Dakota State Investment Board | 1,608 | $215.7K | 0.01% | +27+1.7% | Added |
| AlTi Global, Inc. | 1,602 | $214.9K | 0.00% | −18−1.1% | Reduced |
| KBC Group NV | 1,557 | $209.0K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,547 | $207.5K | 0.00% | +227+17.2% | Added |
| Mosaic Family Wealth Partners, LLC | 1,540 | $206.6K | 0.01% | +1,540 | New |
| Nilsine Partners, LLC | 1,531 | $205.4K | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,529 | $205.1K | 0.03% | +1,529 | New |
| Los Angeles Capital Management LLC | 1,398 | $187.5K | 0.00% | +199+16.6% | Added |
| Global Retirement Partners, LLC | 1,366 | $183.3K | 0.00% | +1,366 | New |
| Huntington National Bank | 1,262 | $169.3K | 0.00% | +22+1.8% | Added |
| Smartleaf Asset Management LLC | 1,089 | $144.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,025 | $137.5K | 0.00% | −946−48.0% | Reduced |
| IFP Advisors, Inc | 1,023 | $137.2K | 0.00% | −264−20.5% | Reduced |
| Parallel Advisors, LLC | 1,006 | $134.9K | 0.00% | +128+14.6% | Added |
| Signaturefd, LLC | 938 | $125.8K | 0.00% | +191+25.6% | Added |
| Allworth Financial LP | 931 | $124.9K | 0.00% | +26+2.9% | Added |
| Graticule Asia Macro Advisors LLC | 902 | $121.0K | 0.01% | +902 | New |
| Brown Brothers Harriman & Co | 885 | $118.7K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 873 | $117.1K | 0.01% | −1,897−68.5% | Reduced |
| AdvisorNet Financial, Inc | 849 | $113.9K | 0.01% | 00.0% | Unchanged |
| Sankala Group LLC | 796 | $102.3K | 0.07% | −194−19.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 741 | $99.4K | 0.00% | −298−28.7% | Reduced |
| Covestor Ltd | 706 | $95.0K | 0.05% | −11−1.5% | Reduced |
| Mather Group, LLC. | 584 | $78.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 510 | $68.4K | 0.01% | +243+91.0% | Added |
| Anchor Investment Management, LLC | 502 | $67.3K | 0.01% | +52+11.6% | Added |
| Eurizon Capital SGR S.p.A. | 455 | $60.5K | 0.00% | +57+14.3% | Added |
| Essential Partners LLC | 425 | $57.0K | 0.03% | +415+4,150.0% | Added |