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 |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,416
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
7,320
shares
|
$1.47 Million
0.09% of portfolio
|
Q2 2025
Added 69.05%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
7,138
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
6,855
shares
|
$1.38 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Algert Global LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
6,776
shares
|
$1.36 Million
0.03% of portfolio
|
Q2 2025
Reduced 52.8%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
6,775
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 40.75%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
6,745
shares
|
$1.36 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Taylor Frigon Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
6,675
shares
|
$1.34 Million
0.66% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Aug 11, 2025 Q2 2025 |
6,452
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.81%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
6,341
shares
|
$1.28 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
6,256
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2023
Added 5.82%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
6,180
shares
|
$1.24 Million
0.09% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Aug 11, 2025 Q2 2025 |
6,106
shares
|
$1.23 Million
0.49% of portfolio
|
Q2 2025
Added 92.68%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
6,050
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
6,025
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
6,004
shares
|
$1.21 Million
0.1% of portfolio
|
Q2 2025
Added 17.45%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
5,978
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2023
Reduced 8.3%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
5,973
shares
|
$1.2 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
5,948
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Td Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
5,900
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
5,845
shares
|
$1.18 Million
0.14% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,740
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
5,600
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Added 154.55%
|
|
|
Connable Office Inc
|
Aug 05, 2025 Q2 2025 |
5,576
shares
|
$1.12 Million
0.1% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
5,472
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Added 17.78%
|