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 538 institutions that hold shares in the stock, with a total of 52.6 Million shares, which have been reported (via 13F filing form) to have a value of $8.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
3,184
shares
|
$491,705
0.0% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
3,143
shares
|
$485,373
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
3,138
shares
|
$484,601
0.11% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Jan 31, 2025 Q4 2024 |
3,123
shares
|
$482,284
0.0% of portfolio
|
Q4 2024
Reduced 53.58%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
3,071
shares
|
$474,254
0.01% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
3,048
shares
|
$470,702
0.07% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
2,983
shares
|
$460,664
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
2,938
shares
|
$453,715
0.01% of portfolio
|
Q3 2024
Reduced 25.2%
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,903
shares
|
$448,310
0.01% of portfolio
|
Q4 2024
Added 12.43%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
2,899
shares
|
$447,692
0.01% of portfolio
|
Q4 2024
Added 55.36%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
2,866
shares
|
$442,596
0.01% of portfolio
|
Q4 2024
Added 78.23%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
2,800
shares
|
$432,404
0.01% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Bryce Point Capital, LLC
Scarsdale, NY |
Feb 12, 2025 Q4 2024 |
2,760
shares
|
$426,226
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
2,645
shares
|
$408,467
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,626
shares
|
$405,533
0.0% of portfolio
|
Q4 2024
Reduced 40.87%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
2,590
shares
|
$399,973
0.24% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,550
shares
|
$393,796
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
2,548
shares
|
$393,487
0.01% of portfolio
|
Q4 2024
Reduced 12.74%
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
2,528
shares
|
$390,399
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Pdt Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,522
shares
|
$389,472
0.04% of portfolio
|
Q2 2024
Reduced 55.17%
|
|
|
Pro Share Advisors LLC
|
Feb 13, 2025 Q4 2024 |
2,507
shares
|
$387,156
0.0% of portfolio
|
Q4 2024
Added 8.29%
|
|
|
Riverwater Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,470
shares
|
$381,442
0.24% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
2,444
shares
|
$377,426
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
2,426
shares
|
$374,647
0.01% of portfolio
|
Q4 2024
Reduced 24.98%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
2,423
shares
|
$374,183
0.07% of portfolio
|
Q4 2024
Reduced 1.34%
|