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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
3,073
shares
|
$597,975
0.06% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
May 15, 2025 Q1 2025 |
3,068
shares
|
$597,002
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
3,054
shares
|
$594,277
0.1% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
2,800
shares
|
$544,852
0.01% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
2,798
shares
|
$544,462
0.0% of portfolio
|
Q1 2025
Reduced 16.0%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
2,778
shares
|
$540,571
0.06% of portfolio
|
Q1 2025
Reduced 43.54%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
2,772
shares
|
$539,403
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
2,770
shares
|
$539,014
0.01% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
2,767
shares
|
$538,430
0.01% of portfolio
|
Q1 2025
Added 21.84%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
2,678
shares
|
$521,112
0.01% of portfolio
|
Q1 2025
Reduced 7.62%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
2,645
shares
|
$514,690
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
2,640
shares
|
$513,717
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
2,605
shares
|
$506,906
0.02% of portfolio
|
Q1 2025
Added 963.27%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
2,599
shares
|
$505,739
0.0% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,566
shares
|
$499,317
0.14% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
2,507
shares
|
$487,837
0.0% of portfolio
|
Q1 2025
Reduced 77.83%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
2,506
shares
|
$487,642
0.01% of portfolio
|
Q2 2025
Reduced 56.02%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
2,494
shares
|
$485,307
0.01% of portfolio
|
Q1 2025
Added 76.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,488
shares
|
$484,139
0.0% of portfolio
|
Q1 2025
Added 76.33%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
2,484
shares
|
$483,361
0.0% of portfolio
|
Q1 2025
Reduced 43.78%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
2,450
shares
|
$476,745
0.01% of portfolio
|
Q1 2025
Reduced 16.61%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
2,449
shares
|
$476,550
0.03% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
2,444
shares
|
$475,577
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
2,383
shares
|
$463,707
0.01% of portfolio
|
Q3 2023
New holding
|