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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
468
shares
|
$81,417
0.0% of portfolio
|
Q3 2024
Reduced 22.77%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
464
shares
|
$80,722
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
441
shares
|
$76,720
0.0% of portfolio
|
Q3 2024
Added 81.48%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
391
shares
|
$68,022
0.0% of portfolio
|
Q2 2020
Added 6126.42%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
381
shares
|
$66,282
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
350
shares
|
$60,889
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Emerald Advisers, LLC
|
Oct 29, 2024 Q3 2024 |
345
shares
|
$60,019
0.0% of portfolio
|
Q3 2024
Reduced 99.61%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
325
shares
|
$56,540
0.0% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
305
shares
|
$53,060
0.0% of portfolio
|
Q3 2024
Added 16.41%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
290
shares
|
$50,451
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
282
shares
|
$49,059
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
242
shares
|
$42,100
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
241
shares
|
$41,926
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
226
shares
|
$39,317
0.0% of portfolio
|
Q3 2024
Added 19.58%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
219
shares
|
$38,099
0.0% of portfolio
|
Q3 2024
Added 25.14%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
217
shares
|
$37,751
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
217
shares
|
$37,751
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
194
shares
|
$33,750
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
179
shares
|
$31,140
0.02% of portfolio
|
Q3 2024
Reduced 20.44%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
176
shares
|
$30,618
0.0% of portfolio
|
Q2 2023
Added 0.57%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
170
shares
|
$29,574
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
169
shares
|
$29,400
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
153
shares
|
$26,617
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
138
shares
|
$24,007
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
138
shares
|
$24,007
0.01% of portfolio
|
Q3 2024
New holding
|