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 |
|---|---|---|---|---|---|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
4,314
shares
|
$868,580
0.14% of portfolio
|
Q2 2025
Reduced 52.32%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 31, 2025 Q2 2025 |
4,312
shares
|
$868,178
0.11% of portfolio
|
Q1 2025
Reduced 25.94%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,192
shares
|
$844,017
0.0% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
4,172
shares
|
$839,990
0.08% of portfolio
|
Q2 2025
Reduced 90.18%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
4,151
shares
|
$835,762
0.02% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
4,127
shares
|
$830,930
0.0% of portfolio
|
Q2 2025
Added 11.51%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
4,103
shares
|
$826,098
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
4,072
shares
|
$819,856
0.0% of portfolio
|
Q2 2025
Reduced 95.51%
|
|
|
Clifford Group, LLC
Wayland, MA |
Aug 14, 2025 Q2 2025 |
4,026
shares
|
$810,594
0.6% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
4,018
shares
|
$808,984
0.09% of portfolio
|
Q4 2022
Reduced 13.16%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
3,987
shares
|
$802,742
0.09% of portfolio
|
Q2 2025
Added 43.52%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
3,975
shares
|
$800,326
0.06% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
3,910
shares
|
$787,239
0.15% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Yorktown Management & Research CO Inc
|
Aug 04, 2025 Q2 2025 |
3,850
shares
|
$775,159
0.71% of portfolio
|
Q4 2022
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
3,846
shares
|
$774,353
0.01% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,798
shares
|
$764,689
0.01% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
3,791
shares
|
$763,279
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
3,784
shares
|
$761,870
0.01% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Alpine Woods Capital Investors, LLC
|
Jul 28, 2025 Q2 2025 |
3,748
shares
|
$754,622
0.14% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,702
shares
|
$745,360
0.01% of portfolio
|
Q4 2023
Reduced 1.52%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
3,697
shares
|
$744,353
0.5% of portfolio
|
Q2 2025
Reduced 9.85%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
3,674
shares
|
$739,723
0.0% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
3,643
shares
|
$733,481
0.1% of portfolio
|
Q1 2025
Added 22.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
3,624
shares
|
$729,656
0.0% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
Aug 14, 2025 Q2 2025 |
3,597
shares
|
$724,219
0.49% of portfolio
|
Q2 2025
Added 17.24%
|