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 |
|---|---|---|---|---|---|
|
Petrus Trust Company, Lta
Dallas, TX |
Feb 14, 2025 Q4 2024 |
1,833
shares
|
$297,092
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,826
shares
|
$295,958
0.11% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
1,770
shares
|
$286,881
0.03% of portfolio
|
Q4 2024
Added 12.67%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,763
shares
|
$285,747
0.0% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,758
shares
|
$284,936
0.02% of portfolio
|
Q4 2024
Added 21.75%
|
|
|
Mqs Management LLC
|
May 01, 2025 Q1 2025 |
1,739
shares
|
$281,857
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
1,712
shares
|
$277,480
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
1,687
shares
|
$273,428
0.09% of portfolio
|
Q1 2025
Reduced 18.54%
|
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
1,685
shares
|
$273,104
0.26% of portfolio
|
Q1 2025
Reduced 12.65%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
1,679
shares
|
$272,132
0.04% of portfolio
|
Q4 2024
Reduced 25.81%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
1,657
shares
|
$268,566
0.03% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
1,636
shares
|
$265,162
0.0% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
1,625
shares
|
$263,380
0.0% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
1,623
shares
|
$263,055
0.17% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
1,617
shares
|
$262,083
0.0% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
1,617
shares
|
$262,083
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
1,610
shares
|
$260,948
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
1,584
shares
|
$256,734
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
1,579
shares
|
$255,924
0.11% of portfolio
|
Q4 2024
Reduced 24.3%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,552
shares
|
$251,548
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
1,547
shares
|
$250,737
0.01% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
1,532
shares
|
$248,306
0.02% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
1,501
shares
|
$243,282
0.0% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
1,495
shares
|
$242,309
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
1,493
shares
|
$241,985
0.01% of portfolio
|
Q4 2024
Reduced 5.51%
|