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 |
|---|---|---|---|---|---|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
1,480
shares
|
$239,878
0.15% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Nebula Research & Development LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,456
shares
|
$235,988
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
1,456
shares
|
$235,988
0.14% of portfolio
|
Q1 2025
Reduced 41.05%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,453
shares
|
$235,502
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
1,423
shares
|
$230,639
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
1,415
shares
|
$229,343
0.01% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
1,413
shares
|
$229,019
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,411
shares
|
$228,694
0.0% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,411
shares
|
$228,694
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
1,406
shares
|
$227,884
0.06% of portfolio
|
Q4 2024
Added 17475.0%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,405
shares
|
$227,722
0.03% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,402
shares
|
$227,236
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
1,394
shares
|
$225,939
0.01% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,387
shares
|
$224,804
0.0% of portfolio
|
Q4 2024
Added 12.13%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
1,385
shares
|
$224,480
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
1,382
shares
|
$223,994
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
1,372
shares
|
$222,373
0.0% of portfolio
|
Q1 2025
Added 52.11%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
1,327
shares
|
$215,080
0.01% of portfolio
|
Q4 2024
Reduced 13.32%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
1,321
shares
|
$214,107
0.0% of portfolio
|
Q1 2025
Reduced 92.69%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,316
shares
|
$213,297
0.0% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
1,305
shares
|
$211,514
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
1,304
shares
|
$211,352
0.01% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
1,303
shares
|
$211,190
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Apr 11, 2025 Q1 2025 |
1,303
shares
|
$211,190
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
1,295
shares
|
$209,893
0.09% of portfolio
|
Q4 2024
Reduced 66.12%
|