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 |
|---|---|---|---|---|---|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
4,236
shares
|
$736,936
0.09% of portfolio
|
Q2 2024
Reduced 4.98%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
4,156
shares
|
$723,019
0.02% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Aviva PLC
|
Nov 14, 2024 Q3 2024 |
4,127
shares
|
$717,974
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alpine Woods Capital Investors, LLC
|
Nov 12, 2024 Q3 2024 |
4,100
shares
|
$713,277
0.1% of portfolio
|
Q3 2024
Reduced 35.89%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
4,018
shares
|
$699,011
0.09% of portfolio
|
Q4 2022
Reduced 13.16%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
3,994
shares
|
$694,836
0.0% of portfolio
|
Q3 2024
Reduced 39.73%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
3,892
shares
|
$677,091
0.04% of portfolio
|
Q1 2024
Reduced 47.68%
|
|
|
Yorktown Management & Research CO Inc
|
Oct 25, 2024 Q3 2024 |
3,850
shares
|
$669,784
0.65% of portfolio
|
Q4 2022
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
3,832
shares
|
$666,653
0.01% of portfolio
|
Q3 2024
Added 23.02%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
3,822
shares
|
$664,913
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
3,730
shares
|
$648,908
0.0% of portfolio
|
Q3 2024
Added 21.82%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,702
shares
|
$644,036
0.01% of portfolio
|
Q4 2023
Reduced 1.52%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
3,679
shares
|
$640,035
0.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
3,653
shares
|
$635,512
0.02% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
3,618
shares
|
$629,423
0.0% of portfolio
|
Q3 2024
Added 13.1%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,564
shares
|
$620,029
0.0% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
3,333
shares
|
$579,842
0.08% of portfolio
|
Q3 2024
Added 42.01%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,325
shares
|
$578,450
0.01% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,234
shares
|
$562,618
0.01% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
3,200
shares
|
$556,704
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
J2 Capital Management Inc
|
Oct 11, 2023 Q3 2023 |
3,189
shares
|
$554,790
0.45% of portfolio
|
Q3 2023
Reduced 1.21%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,178
shares
|
$552,876
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
3,127
shares
|
$544,004
0.06% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
3,117
shares
|
$542,264
0.0% of portfolio
|
Q3 2024
Added 34.7%
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
3,105
shares
|
$540,176
0.1% of portfolio
|
Q4 2023
Reduced 7.62%
|