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 |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
3,465
shares
|
$697,643
0.02% of portfolio
|
Q2 2025
Added 87.8%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
3,434
shares
|
$691,401
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
3,426
shares
|
$689,790
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
3,380
shares
|
$680,529
0.03% of portfolio
|
Q2 2025
Added 27.79%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
3,355
shares
|
$675,495
0.0% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
3,332
shares
|
$670,864
0.0% of portfolio
|
Q2 2025
Reduced 20.38%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
3,203
shares
|
$644,892
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,190
shares
|
$642,274
0.27% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
3,161
shares
|
$636,435
0.0% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
3,117
shares
|
$627,576
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
3,054
shares
|
$614,892
0.1% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
3,049
shares
|
$613,885
0.1% of portfolio
|
Q2 2025
Reduced 12.51%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
3,040
shares
|
$612,073
0.01% of portfolio
|
Q2 2025
Added 15.15%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
3,030
shares
|
$610,060
0.01% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,010
shares
|
$606,033
0.01% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Versor Investments LP
|
Aug 05, 2025 Q2 2025 |
2,995
shares
|
$603,013
0.1% of portfolio
|
Q2 2025
Added 49.75%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
2,989
shares
|
$601,805
0.09% of portfolio
|
Q2 2025
Reduced 12.53%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,924
shares
|
$588,718
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
2,908
shares
|
$585,496
0.01% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,902
shares
|
$584,288
0.02% of portfolio
|
Q2 2025
Reduced 24.62%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
2,883
shares
|
$580,463
0.55% of portfolio
|
Q2 2025
Reduced 8.97%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
2,859
shares
|
$575,631
0.01% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2025 Q2 2025 |
2,852
shares
|
$574,221
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
2,804
shares
|
$564,557
0.01% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
2,702
shares
|
$544,020
0.27% of portfolio
|
Q2 2025
Added 55.38%
|