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 568 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,048
shares
|
$204,642
0.0% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,032
shares
|
$201,518
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
990
shares
|
$193,317
0.11% of portfolio
|
Q1 2025
Added 59.42%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
900
shares
|
$175,743
0.01% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
867
shares
|
$169,299
0.0% of portfolio
|
Q1 2025
Reduced 22.1%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
865
shares
|
$168,908
0.01% of portfolio
|
Q1 2025
Added 522.3%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
796
shares
|
$155,434
0.05% of portfolio
|
Q2 2022
Reduced 5.13%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
793
shares
|
$154,849
0.0% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
753
shares
|
$147,038
0.0% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
734
shares
|
$143,328
0.03% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
678
shares
|
$132,393
0.0% of portfolio
|
Q2 2024
Added 69.08%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
636
shares
|
$124,191
0.0% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
574
shares
|
$112,084
0.0% of portfolio
|
Q2 2025
Reduced 10.87%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
563
shares
|
$109,937
0.0% of portfolio
|
Q1 2025
Reduced 14.05%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
561
shares
|
$109,546
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
550
shares
|
$107,398
0.0% of portfolio
|
Q1 2025
Added 17.52%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
521
shares
|
$101,735
0.0% of portfolio
|
Q1 2025
Reduced 84.98%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
500
shares
|
$97,635
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
484
shares
|
$94,510
0.01% of portfolio
|
Q2 2025
Reduced 87.14%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
450
shares
|
$87,871
0.01% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
406
shares
|
$79,279
0.01% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
401
shares
|
$78,303
0.0% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
400
shares
|
$78,108
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
391
shares
|
$76,350
0.0% of portfolio
|
Q2 2020
Added 6126.42%
|
|
|
Emerald Advisers, LLC
|
May 01, 2025 Q1 2025 |
345
shares
|
$67,368
0.0% of portfolio
|
Q3 2024
Reduced 99.61%
|