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 449 institutions that hold shares in the stock, with a total of 52.2 Million shares, which have been reported (via 13F filing form) to have a value of $8.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
550
shares
|
$92,449
0.0% of portfolio
|
Q2 2024
Added 1.85%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2024 Q2 2024 |
509
shares
|
$85,557
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
507
shares
|
$85,221
0.03% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2024 Q2 2024 |
500
shares
|
$84,045
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
481
shares
|
$80,851
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
470
shares
|
$79,002
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
468
shares
|
$78,666
0.0% of portfolio
|
Q3 2024
Reduced 22.77%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
450
shares
|
$75,640
0.01% of portfolio
|
Q1 2022
Added 2.59%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
391
shares
|
$65,723
0.0% of portfolio
|
Q2 2020
Added 6126.42%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 08, 2024 Q2 2024 |
381
shares
|
$64,042
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
380
shares
|
$63,874
0.0% of portfolio
|
Q1 2024
Reduced 14.61%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 12, 2024 Q2 2024 |
350
shares
|
$58,831
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Emerald Advisers, LLC
|
Oct 29, 2024 Q3 2024 |
345
shares
|
$57,991
0.0% of portfolio
|
Q3 2024
Reduced 99.61%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
325
shares
|
$54,629
0.0% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
290
shares
|
$48,746
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
282
shares
|
$47,401
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
281
shares
|
$47,233
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
262
shares
|
$44,039
0.0% of portfolio
|
Q1 2024
Reduced 76.91%
|
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
243
shares
|
$40,845
0.0% of portfolio
|
Q2 2024
Reduced 7.6%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 09, 2024 Q2 2024 |
242
shares
|
$40,677
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
241
shares
|
$40,509
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
233
shares
|
$39,164
0.01% of portfolio
|
Q2 2024
Reduced 87.61%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2024 Q2 2024 |
226
shares
|
$37,988
0.0% of portfolio
|
Q2 2024
Added 264.52%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
217
shares
|
$36,475
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
217
shares
|
$36,475
0.0% of portfolio
|
Q2 2022
New holding
|