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 546 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 $8.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Omers Administration Corp
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
5,000
shares
|
$811,100
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
4,987
shares
|
$808,991
0.01% of portfolio
|
Q1 2025
Added 9.65%
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
4,920
shares
|
$798,122
0.11% of portfolio
|
Q4 2024
Added 47.61%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
4,908
shares
|
$796,175
0.0% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
4,786
shares
|
$776,384
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
4,714
shares
|
$764,705
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Versor Investments LP
|
Feb 05, 2025 Q4 2024 |
4,671
shares
|
$757,729
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
4,649
shares
|
$754,160
0.0% of portfolio
|
Q4 2024
Added 30.44%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
4,646
shares
|
$753,674
0.01% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
4,572
shares
|
$741,669
0.08% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
4,469
shares
|
$724,961
0.21% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
4,436
shares
|
$719,607
0.0% of portfolio
|
Q4 2024
Reduced 48.96%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
4,433
shares
|
$719,121
0.01% of portfolio
|
Q4 2024
Added 39.49%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
4,418
shares
|
$716,687
0.0% of portfolio
|
Q4 2024
Added 124.49%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,418
shares
|
$716,687
0.17% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
4,397
shares
|
$713,281
0.0% of portfolio
|
Q4 2024
Reduced 35.45%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
4,394
shares
|
$712,794
0.03% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
4,371
shares
|
$709,063
0.0% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
4,340
shares
|
$704,034
0.11% of portfolio
|
Q1 2025
Added 57.59%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Apr 25, 2025 Q1 2025 |
4,330
shares
|
$702,412
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
4,312
shares
|
$699,492
0.11% of portfolio
|
Q1 2025
Reduced 25.94%
|
|
|
First Eagle Investment Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,297
shares
|
$697,059
0.0% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Clifford Group, LLC
Wayland, MA |
Feb 12, 2025 Q4 2024 |
4,245
shares
|
$688,623
0.56% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
4,230
shares
|
$686,190
0.07% of portfolio
|
Q1 2025
Reduced 12.42%
|
|
|
Los Angeles Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
4,185
shares
|
$678,890
0.0% of portfolio
|
Q4 2024
New holding
|