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 565 institutions that hold shares in the stock, with a total of 51.6 Million shares, which have been reported (via 13F filing form) to have a value of $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
4,516
shares
|
$878,768
0.03% of portfolio
|
Q2 2025
Added 132.9%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
4,503
shares
|
$876,238
0.0% of portfolio
|
Q1 2025
Reduced 20.5%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
4,492
shares
|
$874,098
0.02% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Martingale Asset Management L P
Boston, MA |
May 14, 2025 Q1 2025 |
4,393
shares
|
$854,833
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
4,340
shares
|
$844,520
0.11% of portfolio
|
Q1 2025
Added 57.59%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Apr 25, 2025 Q1 2025 |
4,330
shares
|
$842,574
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
4,330
shares
|
$842,574
0.0% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
4,312
shares
|
$839,072
0.11% of portfolio
|
Q1 2025
Reduced 25.94%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
4,286
shares
|
$834,012
0.0% of portfolio
|
Q1 2025
Reduced 18.58%
|
|
|
Nebula Research & Development LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,272
shares
|
$831,288
0.06% of portfolio
|
Q1 2025
Added 193.41%
|
|
|
First Eagle Investment Management, LLC
|
May 12, 2025 Q1 2025 |
4,197
shares
|
$816,694
0.0% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
4,185
shares
|
$814,359
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
4,151
shares
|
$807,743
0.02% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
4,121
shares
|
$801,905
0.01% of portfolio
|
Q1 2025
Reduced 17.0%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
4,103
shares
|
$798,402
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
4,101
shares
|
$798,013
0.52% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
4,075
shares
|
$792,954
0.01% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
4,072
shares
|
$792,370
0.0% of portfolio
|
Q2 2025
Reduced 95.51%
|
|
|
Clifford Group, LLC
Wayland, MA |
May 15, 2025 Q1 2025 |
4,033
shares
|
$784,781
0.61% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,027
shares
|
$783,613
0.07% of portfolio
|
Q1 2025
Added 69.49%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
4,018
shares
|
$781,862
0.09% of portfolio
|
Q4 2022
Reduced 13.16%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
3,975
shares
|
$773,495
0.06% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Alpine Woods Capital Investors, LLC
|
Apr 30, 2025 Q1 2025 |
3,952
shares
|
$769,019
0.16% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
3,945
shares
|
$767,657
0.14% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
3,911
shares
|
$761,041
0.0% of portfolio
|
Q1 2025
Added 25.23%
|