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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
138
shares
|
$24,007
0.0% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
135
shares
|
$23,485
0.0% of portfolio
|
Q3 2024
Reduced 98.0%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
105
shares
|
$18,266
0.0% of portfolio
|
Q1 2024
Reduced 13.22%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
104
shares
|
$18,092
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
99
shares
|
$17,223
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
96
shares
|
$16,701
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
95
shares
|
$16,527
0.0% of portfolio
|
Q4 2023
Reduced 5.0%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
94
shares
|
$16,353
0.0% of portfolio
|
Q4 2023
Reduced 21.67%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
87
shares
|
$15,135
0.0% of portfolio
|
Q3 2024
Reduced 16.35%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
83
shares
|
$14,439
0.0% of portfolio
|
Q4 2022
Added 5.06%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
78
shares
|
$13,569
0.0% of portfolio
|
Q3 2024
Reduced 59.16%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
76
shares
|
$13,221
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
72
shares
|
$12,525
0.01% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
70
shares
|
$12,177
0.0% of portfolio
|
Q3 2024
Reduced 27.08%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
67
shares
|
$11,655
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
61
shares
|
$10,612
0.0% of portfolio
|
Q1 2023
Added 662.5%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
60
shares
|
$10,438
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
60
shares
|
$10,438
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
56
shares
|
$9,742
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
55
shares
|
$9,568
0.0% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
53
shares
|
$9,220
0.0% of portfolio
|
Q3 2024
Added 341.67%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
52
shares
|
$9,046
0.0% of portfolio
|
Q3 2024
Reduced 94.27%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
50
shares
|
$8,698
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
49
shares
|
$8,524
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
48
shares
|
$8,350
0.0% of portfolio
|
Q1 2024
New holding
|