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 547 institutions that hold shares in the stock, with a total of 52.3 Million shares, which have been reported (via 13F filing form) to have a value of $8.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Walleye Trading LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
2,410
shares
|
$390,612
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
2,383
shares
|
$386,236
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
2,376
shares
|
$385,102
0.05% of portfolio
|
Q4 2024
Added 309.66%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,350
shares
|
$380,888
0.0% of portfolio
|
Q4 2024
Reduced 72.29%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
2,339
shares
|
$379,105
0.01% of portfolio
|
Q4 2024
Added 42.27%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
2,321
shares
|
$376,187
0.02% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
2,302
shares
|
$373,108
0.19% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
2,295
shares
|
$371,973
0.0% of portfolio
|
Q1 2025
Reduced 88.47%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
2,271
shares
|
$368,083
0.01% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
2,247
shares
|
$364,193
0.02% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
2,155
shares
|
$349,282
0.04% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
2,151
shares
|
$348,634
0.02% of portfolio
|
Q4 2024
Reduced 44.73%
|
|
|
Vista Finance, LLC
|
Apr 16, 2025 Q1 2025 |
2,141
shares
|
$347,013
0.37% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
2,139
shares
|
$346,689
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,089
shares
|
$338,585
0.02% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
2,055
shares
|
$333,074
0.01% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Feb 14, 2025 Q4 2024 |
2,035
shares
|
$329,832
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
1,989
shares
|
$322,377
0.03% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
1,979
shares
|
$320,756
0.01% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
1,939
shares
|
$314,273
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Axq Capital, LP
Jersey City, NJ |
Feb 11, 2025 Q4 2024 |
1,927
shares
|
$312,328
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
1,904
shares
|
$308,600
0.0% of portfolio
|
Q4 2024
Added 34.56%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Feb 14, 2025 Q4 2024 |
1,875
shares
|
$303,900
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
1,855
shares
|
$300,658
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Apr 23, 2025 Q1 2025 |
1,838
shares
|
$297,903
0.23% of portfolio
|
Q1 2025
Reduced 7.08%
|