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 471 institutions that hold shares in the stock, with a total of 50.6 Million shares, which have been reported (via 13F filing form) to have a value of $8.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
5,347
shares
|
$930,217
0.0% of portfolio
|
Q3 2024
Added 144.94%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
5,236
shares
|
$910,906
0.0% of portfolio
|
Q3 2024
Added 17.4%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
5,196
shares
|
$903,948
0.01% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
5,099
shares
|
$887,073
0.07% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
5,080
shares
|
$883,767
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
4,955
shares
|
$862,021
0.0% of portfolio
|
Q3 2024
Added 110.94%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,907
shares
|
$853,670
0.02% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
4,902
shares
|
$852,800
0.0% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Oak Thistle LLC
|
Nov 12, 2024 Q3 2024 |
4,818
shares
|
$838,187
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
4,767
shares
|
$829,314
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
4,758
shares
|
$827,749
0.01% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
4,733
shares
|
$823,400
0.01% of portfolio
|
Q3 2024
Added 27.13%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
4,688
shares
|
$815,571
0.01% of portfolio
|
Q3 2024
Added 25.21%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Oct 29, 2024 Q3 2024 |
4,684
shares
|
$814,875
0.23% of portfolio
|
Q3 2024
Reduced 56.54%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
4,673
shares
|
$812,961
0.07% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
4,557
shares
|
$792,781
0.15% of portfolio
|
Q3 2024
Reduced 14.79%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,544
shares
|
$790,519
0.16% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
4,518
shares
|
$785,996
0.0% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
4,441
shares
|
$772,600
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
4,379
shares
|
$761,814
0.54% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
4,378
shares
|
$761,640
0.03% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2024 Q3 2024 |
4,368
shares
|
$759,900
0.0% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
4,275
shares
|
$743,721
0.02% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
First Eagle Investment Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,247
shares
|
$738,850
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
4,241
shares
|
$737,806
0.01% of portfolio
|
Q3 2024
Reduced 2.55%
|