Institutional Ownership Houlihan Lokey, Inc. (HLI)
This table provides information about the institutional ownership of Houlihan Lokey, Inc. (HLI). We have compiled data on the 475 institutions that hold shares in the stock, with a total of 51 Million shares, which have been reported (via 13F filing form) to have a value of $9.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
5,167,079
shares
|
$933 Million
0.01% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,997,481
shares
|
$902 Million
0.02% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
3,231,239
shares
|
$583 Million
2.31% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
3,072,443
shares
|
$555 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,850,640
shares
|
$334 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,615,467
shares
|
$292 Million
0.01% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
1,419,908
shares
|
$256 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Burgundy Asset Management Ltd.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,231,477
shares
|
$222 Million
2.01% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Fiduciary Management Inc
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
1,213,716
shares
|
$219 Million
1.81% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,207,076
shares
|
$218 Million
0.02% of portfolio
|
Q3 2024
Added 9.97%
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
1,144,679
shares
|
$207 Million
0.49% of portfolio
|
Q3 2024
Reduced 11.49%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
970,559
shares
|
$175 Million
0.01% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
926,533
shares
|
$167 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
840,382
shares
|
$152 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
792,991
shares
|
$143 Million
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
755,745
shares
|
$136 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
711,604
shares
|
$129 Million
0.21% of portfolio
|
Q3 2024
Reduced 28.41%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
699,223
shares
|
$126 Million
0.03% of portfolio
|
Q3 2024
Reduced 19.98%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
693,109
shares
|
$125 Million
0.66% of portfolio
|
Q3 2024
Added 23.64%
|
|
|
Van Berkom & Associates Inc.
|
Nov 04, 2024 Q3 2024 |
611,663
shares
|
$110 Million
2.65% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
601,025
shares
|
$109 Million
0.02% of portfolio
|
Q3 2024
Added 33.0%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
600,918
shares
|
$109 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
580,234
shares
|
$105 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
567,576
shares
|
$102 Million
0.03% of portfolio
|
Q3 2024
Reduced 13.1%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
533,082
shares
|
$96.3 Million
0.03% of portfolio
|
Q3 2024
Added 10.42%
|