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 547 institutions that hold shares in the stock, with a total of 52.3 Million shares, which have been reported (via 13F filing form) to have a value of $8.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
6,631
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
Added 165.13%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
6,603
shares
|
$1.07 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
6,518
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
6,460
shares
|
$1.05 Million
0.12% of portfolio
|
Q2 2024
Reduced 7.7%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
6,341
shares
|
$1.03 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
State Of Alaska, Department Of Revenue
|
Apr 21, 2025 Q1 2025 |
6,330
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
6,256
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2023
Added 5.82%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Feb 13, 2025 Q4 2024 |
6,237
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
6,212
shares
|
$1.01 Million
0.13% of portfolio
|
Q4 2024
Reduced 61.63%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
6,122
shares
|
$993,110
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
5,978
shares
|
$969,751
0.0% of portfolio
|
Q2 2023
Reduced 8.3%
|
|
|
Td Asset Management Inc
|
Feb 11, 2025 Q4 2024 |
5,900
shares
|
$957,098
0.0% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
5,860
shares
|
$950,609
0.21% of portfolio
|
Q1 2025
Added 12.71%
|
|
|
Cinctive Capital Management LP
New York, NY |
Feb 12, 2025 Q4 2024 |
5,779
shares
|
$937,469
0.05% of portfolio
|
Q4 2024
Reduced 22.18%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
5,698
shares
|
$924,329
0.02% of portfolio
|
Q1 2025
Reduced 40.06%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
5,664
shares
|
$918,814
0.01% of portfolio
|
Q4 2024
Added 51.85%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
5,638
shares
|
$914,596
0.0% of portfolio
|
Q4 2024
Added 80.88%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
5,606
shares
|
$909,405
0.01% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Feb 05, 2025 Q4 2024 |
5,523
shares
|
$895,941
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
5,501
shares
|
$892,372
0.01% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
5,432
shares
|
$881,179
0.12% of portfolio
|
Q1 2025
Added 35.83%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
5,264
shares
|
$853,926
0.01% of portfolio
|
Q4 2024
Reduced 12.41%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Feb 07, 2025 Q4 2024 |
5,080
shares
|
$824,077
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
5,057
shares
|
$820,346
0.0% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
5,024
shares
|
$814,993
0.0% of portfolio
|
Q4 2024
Added 15.02%
|