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 |
|---|---|---|---|---|---|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
3,868
shares
|
$752,674
0.01% of portfolio
|
Q1 2025
Added 13.0%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
3,868
shares
|
$752,674
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Yorktown Management & Research CO Inc
|
Apr 23, 2025 Q1 2025 |
3,850
shares
|
$749,171
0.71% of portfolio
|
Q4 2022
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,850
shares
|
$749,171
0.02% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
3,830
shares
|
$745,279
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Aviva PLC
|
May 15, 2025 Q1 2025 |
3,745
shares
|
$728,739
0.0% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,702
shares
|
$720,372
0.01% of portfolio
|
Q4 2023
Reduced 1.52%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
3,701
shares
|
$720,177
0.0% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,657
shares
|
$711,615
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
3,643
shares
|
$708,891
0.1% of portfolio
|
Q1 2025
Added 22.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
3,613
shares
|
$703,053
0.0% of portfolio
|
Q1 2025
Added 129.11%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
3,510
shares
|
$683,010
0.0% of portfolio
|
Q1 2025
Reduced 37.39%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
3,494
shares
|
$679,897
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
|
$678,146
0.11% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
3,480
shares
|
$677,173
0.0% of portfolio
|
Q1 2025
Added 44.4%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
3,438
shares
|
$669,000
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
3,417
shares
|
$664,914
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
3,414
shares
|
$664,330
0.01% of portfolio
|
Q1 2025
Added 11.17%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
3,293
shares
|
$640,784
0.01% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,286
shares
|
$639,422
0.27% of portfolio
|
Q1 2025
Added 26.87%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
3,203
shares
|
$623,271
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
3,176
shares
|
$618,017
0.03% of portfolio
|
Q1 2025
Added 59.68%
|
|
|
Mount Lucas Management LP
Newtown, PA |
May 06, 2025 Q1 2025 |
3,169
shares
|
$616,655
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
May 13, 2025 Q1 2025 |
3,167
shares
|
$616,266
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
3,161
shares
|
$615,098
0.0% of portfolio
|
Q1 2025
Reduced 0.72%
|