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 471 institutions that hold shares in the stock, with a total of 50.6 Million shares, which have been reported (via 13F filing form) to have a value of $8.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kbc Group Nv
|
Nov 06, 2024 Q3 2024 |
1,286
shares
|
$223,725
0.0% of portfolio
|
Q2 2024
Added 14.21%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,282
shares
|
$223,029
0.06% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,237
shares
|
$215,200
0.0% of portfolio
|
Q1 2024
Added 1.23%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
1,200
shares
|
$208,764
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
1,140
shares
|
$198,325
0.02% of portfolio
|
Q3 2024
Added 1210.34%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,078
shares
|
$187,539
0.02% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,003
shares
|
$174,491
0.0% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
861
shares
|
$149,788
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
857
shares
|
$149,092
0.0% of portfolio
|
Q3 2024
Added 12.61%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
817
shares
|
$142,133
0.0% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
816
shares
|
$141,959
0.0% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
796
shares
|
$138,480
0.05% of portfolio
|
Q2 2022
Reduced 5.13%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
784
shares
|
$136,392
0.0% of portfolio
|
Q3 2024
Reduced 21.76%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
722
shares
|
$125,606
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
704
shares
|
$122,474
0.0% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
678
shares
|
$117,951
0.0% of portfolio
|
Q2 2024
Added 69.08%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
671
shares
|
$116,733
0.0% of portfolio
|
Q3 2024
Added 22.0%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
617
shares
|
$107,339
0.06% of portfolio
|
Q3 2024
Reduced 26.28%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
591
shares
|
$102,816
0.0% of portfolio
|
Q3 2024
Reduced 20.78%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
580
shares
|
$100,902
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
507
shares
|
$88,202
0.03% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
500
shares
|
$86,985
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
483
shares
|
$84,027
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
481
shares
|
$83,679
0.01% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
481
shares
|
$83,679
0.04% of portfolio
|
Q3 2024
New holding
|