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 |
|---|---|---|---|---|---|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
1,267
shares
|
$255,097
0.0% of portfolio
|
Q2 2025
Reduced 83.98%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,246
shares
|
$250,869
0.01% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
1,236
shares
|
$248,856
0.04% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
1,221
shares
|
$245,836
0.07% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,221
shares
|
$245,836
0.01% of portfolio
|
Q2 2025
Added 62.15%
|
|
|
R Squared LTD
Central, K3 |
Jul 31, 2025 Q2 2025 |
1,220
shares
|
$245,634
0.12% of portfolio
|
Q2 2025
Reduced 33.73%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
1,208
shares
|
$243,218
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
1,193
shares
|
$240,198
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Aug 05, 2025 Q2 2025 |
1,191
shares
|
$239,795
0.26% of portfolio
|
Q2 2025
Reduced 11.91%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
1,190
shares
|
$239,594
0.03% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
1,176
shares
|
$236,775
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
1,170
shares
|
$235,567
0.03% of portfolio
|
Q2 2025
Reduced 16.73%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
1,141
shares
|
$229,728
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
1,141
shares
|
$229,728
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
1,139
shares
|
$229,326
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,136
shares
|
$228,722
0.12% of portfolio
|
Q2 2025
Added 14.75%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
1,135
shares
|
$228,520
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Aug 01, 2025 Q2 2025 |
1,130
shares
|
$227,514
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
1,113
shares
|
$224,091
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,112
shares
|
$223,890
0.0% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
1,079
shares
|
$217,245
0.07% of portfolio
|
Q2 2025
Reduced 12.77%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,072
shares
|
$215,836
0.02% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,060
shares
|
$213,420
0.0% of portfolio
|
Q2 2025
Reduced 18.71%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
900
shares
|
$181,206
0.01% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
898
shares
|
$180,803
0.07% of portfolio
|
Q2 2025
New holding
|