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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,590
shares
|
$2.13 Million
0.02% of portfolio
|
Q1 2025
Added 37.09%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
10,574
shares
|
$2.13 Million
0.02% of portfolio
|
Q2 2025
Reduced 74.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
10,258
shares
|
$2.07 Million
0.0% of portfolio
|
Q2 2025
Added 21.14%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
9,471
shares
|
$1.91 Million
0.03% of portfolio
|
Q2 2025
Reduced 18.22%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,387
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Nebula Research & Development LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,273
shares
|
$1.87 Million
0.14% of portfolio
|
Q2 2025
Added 117.06%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
9,242
shares
|
$1.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
9,042
shares
|
$1.82 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
8,940
shares
|
$1.8 Million
0.02% of portfolio
|
Q2 2025
Added 18.69%
|
|
|
Prana Capital Management, LP
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
8,829
shares
|
$1.78 Million
0.06% of portfolio
|
Q2 2025
Reduced 74.28%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
8,824
shares
|
$1.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 57.94%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
8,771
shares
|
$1.77 Million
0.17% of portfolio
|
Q2 2025
Reduced 13.98%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
8,509
shares
|
$1.71 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
8,414
shares
|
$1.69 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
8,354
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Added 12.06%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
8,213
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
8,062
shares
|
$1.62 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
7,967
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
7,958
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2025
Added 19.67%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
7,827
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,700
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2024
Reduced 68.48%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
7,681
shares
|
$1.55 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
7,641
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
7,617
shares
|
$1.53 Million
0.08% of portfolio
|
Q3 2022
Added 20.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,439
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 4.26%
|