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 |
|---|---|---|---|---|---|
|
Vista Finance, LLC
|
Jul 29, 2025 Q2 2025 |
2,228
shares
|
$448,585
0.43% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jul 21, 2025 Q2 2025 |
2,145
shares
|
$431,874
0.14% of portfolio
|
Q2 2025
Reduced 79.63%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
2,115
shares
|
$425,834
0.02% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
2,111
shares
|
$425,028
0.01% of portfolio
|
Q2 2025
Reduced 67.68%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
2,076
shares
|
$417,981
0.09% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
1,978
shares
|
$398,250
0.0% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Aug 05, 2025 Q2 2025 |
1,969
shares
|
$396,438
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
1,924
shares
|
$387,378
0.01% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
1,920
shares
|
$386,572
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,916
shares
|
$385,767
0.1% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
1,892
shares
|
$380,935
0.01% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Anb Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
1,862
shares
|
$374,895
0.15% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
1,857
shares
|
$373,888
0.03% of portfolio
|
Q2 2025
Reduced 53.89%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Aug 13, 2025 Q2 2025 |
1,851
shares
|
$372,680
0.23% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,826
shares
|
$367,646
0.11% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,802
shares
|
$362,814
0.03% of portfolio
|
Q2 2025
Reduced 52.95%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,794
shares
|
$361,203
0.0% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
1,783
shares
|
$358,989
0.01% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
1,778
shares
|
$357,982
0.01% of portfolio
|
Q2 2025
Reduced 10.7%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
1,750
shares
|
$352,345
0.07% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
1,716
shares
|
$345,499
0.02% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
1,709
shares
|
$344,090
0.01% of portfolio
|
Q2 2025
Reduced 73.83%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,682
shares
|
$338,653
0.01% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,679
shares
|
$338,049
0.0% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
1,653
shares
|
$332,815
0.03% of portfolio
|
Q2 2025
Reduced 19.87%
|