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 586 institutions that hold shares in the stock, with a total of 54.2 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
5,291,432
shares
|
$1.07 Billion
0.02% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,997,481
shares
|
$1.01 Billion
0.02% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
3,006,952
shares
|
$605 Million
1.36% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Aug 15, 2025 Q2 2025 |
2,472,469
shares
|
$498 Million
2.1% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,716,610
shares
|
$346 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,459,217
shares
|
$294 Million
0.05% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Burgundy Asset Management Ltd.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
1,225,966
shares
|
$247 Million
2.24% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Bamco Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
1,146,143
shares
|
$231 Million
0.59% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
1,052,247
shares
|
$212 Million
0.12% of portfolio
|
Q2 2025
Reduced 12.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,041,990
shares
|
$210 Million
0.01% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
1,041,590
shares
|
$210 Million
0.01% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
874,078
shares
|
$176 Million
0.06% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
846,640
shares
|
$170 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Capital Research Global Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
798,836
shares
|
$161 Million
0.03% of portfolio
|
Q2 2025
Added 58.48%
|
|
|
Capital International Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
798,358
shares
|
$161 Million
0.03% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Fiduciary Management Inc
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
751,325
shares
|
$151 Million
1.39% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Norges Bank
Oslo, Q8 |
Aug 13, 2025 Q2 2025 |
704,214
shares
|
$142 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
693,109
shares
|
$140 Million
0.66% of portfolio
|
Q3 2024
Added 23.64%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
690,624
shares
|
$139 Million
0.15% of portfolio
|
Q2 2025
Added 14.27%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
681,791
shares
|
$137 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
623,260
shares
|
$125 Million
0.01% of portfolio
|
Q2 2025
Added 13.98%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
589,739
shares
|
$119 Million
0.02% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
579,902
shares
|
$117 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
554,770
shares
|
$112 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Champlain Investment Partners, LLC
Burlington, VT |
Aug 12, 2025 Q2 2025 |
546,340
shares
|
$110 Million
0.73% of portfolio
|
Q2 2025
Added 194.91%
|