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 |
|---|---|---|---|---|---|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,644
shares
|
$331,002
0.0% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Aug 13, 2025 Q2 2025 |
1,610
shares
|
$324,157
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jul 31, 2025 Q2 2025 |
1,593
shares
|
$320,734
0.14% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Aug 11, 2025 Q2 2025 |
1,587
shares
|
$319,526
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
1,582
shares
|
$318,519
0.02% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
1,572
shares
|
$316,506
0.1% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,557
shares
|
$313,486
0.09% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
1,550
shares
|
$312,077
0.01% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
1,499
shares
|
$301,808
0.0% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
1,460
shares
|
$293,956
0.14% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
1,458
shares
|
$293,553
0.15% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
1,434
shares
|
$288,721
0.02% of portfolio
|
Q2 2025
Reduced 54.85%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
1,433
shares
|
$288,520
0.0% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,411
shares
|
$284,090
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
1,406
shares
|
$283,084
0.06% of portfolio
|
Q4 2024
Added 17475.0%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
1,403
shares
|
$282,480
0.0% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
1,402
shares
|
$282,278
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
1,387
shares
|
$279,258
0.0% of portfolio
|
Q2 2025
Reduced 39.56%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
1,382
shares
|
$278,251
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
1,378
shares
|
$277,446
0.01% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
1,308
shares
|
$263,352
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
1,294
shares
|
$260,533
0.01% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
1,286
shares
|
$258,923
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,286
shares
|
$258,923
0.0% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
1,269
shares
|
$255,500
0.0% of portfolio
|
Q2 2025
Reduced 2.61%
|