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 565 institutions that hold shares in the stock, with a total of 51.6 Million shares, which have been reported (via 13F filing form) to have a value of $10.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
1,841
shares
|
$358,240
0.32% of portfolio
|
Q1 2025
Added 13.85%
|
|
Berry Wealth Group, LP
Granbury, TX |
Apr 23, 2025 Q1 2025 |
1,838
shares
|
$357,656
0.23% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,826
shares
|
$355,321
0.11% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
Anb Bank
Denver, CO |
May 06, 2025 Q1 2025 |
1,761
shares
|
$342,672
0.13% of portfolio
|
Q1 2025
Added 2.03%
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
1,750
shares
|
$340,532
0.07% of portfolio
|
Q2 2025
Added 3.73%
|
|
Mqs Management LLC
|
May 01, 2025 Q1 2025 |
1,739
shares
|
$338,392
0.16% of portfolio
|
Q1 2025
New holding
|
|
Twinbeech Capital LP
Purchase, NY |
May 15, 2025 Q1 2025 |
1,718
shares
|
$334,305
0.01% of portfolio
|
Q1 2025
New holding
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,717
shares
|
$334,111
0.0% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
1,711
shares
|
$332,943
0.02% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
1,698
shares
|
$330,413
0.38% of portfolio
|
Q1 2025
New holding
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,678
shares
|
$326,522
0.01% of portfolio
|
Q1 2025
Added 66.97%
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
1,677
shares
|
$326,327
0.03% of portfolio
|
Q1 2025
Added 1.21%
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,644
shares
|
$319,905
0.0% of portfolio
|
Q1 2025
Added 1.67%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
1,626
shares
|
$316,403
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
1,623
shares
|
$315,819
0.17% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
1,610
shares
|
$313,289
0.04% of portfolio
|
Q4 2024
New holding
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
1,584
shares
|
$308,230
0.07% of portfolio
|
Q1 2025
New holding
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,557
shares
|
$302,976
0.09% of portfolio
|
Q2 2025
Added 12.42%
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
1,547
shares
|
$301,030
0.01% of portfolio
|
Q1 2025
Added 0.32%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
1,501
shares
|
$292,079
0.0% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
1,500
shares
|
$291,885
0.02% of portfolio
|
Q1 2025
Added 6.16%
|
|
Crawford Fund Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
1,500
shares
|
$291,885
0.06% of portfolio
|
Q1 2025
New holding
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
1,495
shares
|
$290,912
0.02% of portfolio
|
Q2 2024
New holding
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
1,485
shares
|
$288,966
0.1% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
1,480
shares
|
$287,993
0.15% of portfolio
|
Q4 2024
Reduced 0.27%
|