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 568 institutions that hold shares in the stock, with a total of 51.6 Million shares, which have been reported (via 13F filing form) to have a value of $10 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
9,048
shares
|
$1.76 Million
0.2% of portfolio
|
Q1 2025
Added 45.65%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
9,042
shares
|
$1.76 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
8,962
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
May 15, 2025 Q1 2025 |
8,716
shares
|
$1.7 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
8,596
shares
|
$1.67 Million
0.02% of portfolio
|
Q1 2025
Added 159.62%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
8,509
shares
|
$1.66 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
8,156
shares
|
$1.59 Million
0.01% of portfolio
|
Q1 2025
Reduced 38.75%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
8,062
shares
|
$1.57 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
7,908
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2025
Added 520.24%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
7,883
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
7,827
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,700
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 68.48%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
7,641
shares
|
$1.49 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
7,617
shares
|
$1.48 Million
0.08% of portfolio
|
Q3 2022
Added 20.64%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
7,532
shares
|
$1.47 Million
0.02% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
7,455
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
Added 60.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,439
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,301
shares
|
$1.42 Million
0.03% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
7,234
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
May 15, 2025 Q1 2025 |
6,698
shares
|
$1.3 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Taylor Frigon Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
6,675
shares
|
$1.3 Million
0.66% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
6,650
shares
|
$1.29 Million
0.01% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
6,642
shares
|
$1.29 Million
0.02% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
6,531
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Added 47.33%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
6,530
shares
|
$1.27 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.11%
|