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 598 institutions that hold shares in the stock, with a total of 53.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cinctive Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
8,517
shares
|
$1.53 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
8,470
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.57%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
8,356
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2025
Reduced 6.9%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Oct 30, 2025 Q3 2025 |
8,205
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
Added 27.17%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
8,113
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 28, 2025 Q3 2025 |
8,029
shares
|
$1.45 Million
1.62% of portfolio
|
Q3 2025
Reduced 43.7%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
8,026
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Cim, LLC
|
Nov 14, 2025 Q3 2025 |
7,985
shares
|
$1.44 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,700
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2024
Reduced 68.48%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,680
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
7,641
shares
|
$1.38 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
7,617
shares
|
$1.37 Million
0.08% of portfolio
|
Q3 2022
Added 20.64%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
7,587
shares
|
$1.37 Million
0.12% of portfolio
|
Q3 2025
Reduced 68.33%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
7,584
shares
|
$1.37 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
7,512
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
7,456
shares
|
$1.34 Million
0.17% of portfolio
|
Q3 2025
Added 17.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,439
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
7,436
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2025
Reduced 51.0%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
7,365
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
7,267
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
7,235
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Added 52.32%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
7,080
shares
|
$1.27 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
7,050
shares
|
$1.27 Million
0.04% of portfolio
|
Q4 2025
Reduced 17.14%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
7,027
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.48%
|
|
|
Strategic Wealth Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
6,960
shares
|
$1.25 Million
0.13% of portfolio
|
Q3 2025
Added 3122.22%
|
|