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 |
|---|---|---|---|---|---|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
2,685
shares
|
$540,597
0.01% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Aviva PLC
|
Aug 07, 2025 Q2 2025 |
2,684
shares
|
$540,396
0.0% of portfolio
|
Q2 2025
Reduced 28.33%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
2,616
shares
|
$526,705
0.0% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Aug 13, 2025 Q2 2025 |
2,555
shares
|
$514,423
0.0% of portfolio
|
Q2 2025
Reduced 92.09%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
2,544
shares
|
$512,208
0.05% of portfolio
|
Q2 2025
Added 20.45%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,519
shares
|
$507,175
0.14% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,507
shares
|
$504,759
0.0% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
2,506
shares
|
$504,558
0.01% of portfolio
|
Q2 2025
Reduced 56.02%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
2,495
shares
|
$502,343
0.02% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
2,472
shares
|
$497,712
0.05% of portfolio
|
Q2 2025
Reduced 19.56%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
2,450
shares
|
$493,283
0.01% of portfolio
|
Q1 2025
Reduced 16.61%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,399
shares
|
$483,014
0.02% of portfolio
|
Q2 2025
Added 17.14%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
2,396
shares
|
$482,410
0.0% of portfolio
|
Q2 2025
Reduced 46.79%
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
2,385
shares
|
$480,195
0.0% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
2,383
shares
|
$479,793
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
2,348
shares
|
$472,746
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
2,333
shares
|
$469,726
0.27% of portfolio
|
Q2 2025
Added 88.75%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,321
shares
|
$467,310
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
2,315
shares
|
$466,102
0.35% of portfolio
|
Q2 2025
Added 37.39%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
2,310
shares
|
$465,095
0.21% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,302
shares
|
$463,484
0.01% of portfolio
|
Q2 2025
Reduced 91.21%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
2,297
shares
|
$462,477
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
2,258
shares
|
$454,625
0.01% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
2,255
shares
|
$454,021
0.02% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Martingale Asset Management L P
Boston, MA |
Aug 11, 2025 Q2 2025 |
2,243
shares
|
$451,605
0.01% of portfolio
|
Q2 2025
Reduced 48.94%
|