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 |
|---|---|---|---|---|---|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
1,275
shares
|
$206,652
0.0% of portfolio
|
Q4 2024
Reduced 37.59%
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
1,237
shares
|
$200,492
0.08% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
1,236
shares
|
$200,330
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,224
shares
|
$198,385
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
1,219
shares
|
$197,575
0.0% of portfolio
|
Q4 2024
Reduced 24.33%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Feb 14, 2025 Q4 2024 |
1,205
shares
|
$195,306
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
1,176
shares
|
$190,606
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
1,139
shares
|
$184,609
0.02% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,113
shares
|
$180,395
0.0% of portfolio
|
Q4 2024
Added 36.23%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Feb 14, 2025 Q4 2024 |
1,088
shares
|
$176,343
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,083
shares
|
$175,532
0.02% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,048
shares
|
$169,859
0.0% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,005
shares
|
$162,890
0.01% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
881
shares
|
$142,792
0.01% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
819
shares
|
$132,743
0.0% of portfolio
|
Q1 2025
Added 14.23%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
796
shares
|
$129,015
0.05% of portfolio
|
Q2 2022
Reduced 5.13%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
753
shares
|
$122,046
0.0% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
749
shares
|
$121,397
0.04% of portfolio
|
Q1 2025
Added 47.73%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
727
shares
|
$117,832
0.01% of portfolio
|
Q4 2024
Added 1298.08%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
678
shares
|
$109,890
0.0% of portfolio
|
Q2 2024
Added 69.08%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
655
shares
|
$106,162
0.0% of portfolio
|
Q4 2024
Added 374.64%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
636
shares
|
$103,082
0.0% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
624
shares
|
$101,137
0.0% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
621
shares
|
$100,651
0.07% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
604
shares
|
$97,896
0.07% of portfolio
|
Q4 2024
New holding
|