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 |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
4,178
shares
|
$677,755
0.02% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
4,121
shares
|
$668,508
0.01% of portfolio
|
Q1 2025
Reduced 17.0%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
4,075
shares
|
$661,046
0.01% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
4,072
shares
|
$660,559
0.12% of portfolio
|
Q4 2024
Reduced 38.7%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
4,068
shares
|
$659,910
0.1% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
4,051
shares
|
$657,153
0.02% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
4,018
shares
|
$651,799
0.09% of portfolio
|
Q4 2022
Reduced 13.16%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,015
shares
|
$651,313
0.02% of portfolio
|
Q4 2024
Added 35.05%
|
|
|
Alpine Woods Capital Investors, LLC
|
Apr 30, 2025 Q1 2025 |
3,952
shares
|
$641,093
0.16% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
3,868
shares
|
$627,466
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Yorktown Management & Research CO Inc
|
Apr 23, 2025 Q1 2025 |
3,850
shares
|
$624,547
0.71% of portfolio
|
Q4 2022
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
3,830
shares
|
$621,302
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
3,764
shares
|
$610,596
0.05% of portfolio
|
Q1 2025
Added 125366.67%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,702
shares
|
$600,538
0.01% of portfolio
|
Q4 2023
Reduced 1.52%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
3,701
shares
|
$600,376
0.0% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
3,613
shares
|
$586,100
0.0% of portfolio
|
Q1 2025
Added 129.11%
|
|
|
Fora Capital, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
3,525
shares
|
$571,825
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
3,494
shares
|
$566,796
0.01% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
3,485
shares
|
$565,336
0.11% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
3,468
shares
|
$562,578
0.03% of portfolio
|
Q4 2024
Added 810.24%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,423
shares
|
$555,279
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aviva PLC
|
Feb 13, 2025 Q4 2024 |
3,321
shares
|
$538,732
0.0% of portfolio
|
Q4 2024
Reduced 19.53%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,311
shares
|
$537,110
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pine Bridge Investments, L.P.
|
Feb 14, 2025 Q4 2024 |
3,265
shares
|
$529,648
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
3,259
shares
|
$528,674
0.01% of portfolio
|
Q4 2024
Reduced 10.79%
|