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 |
|---|---|---|---|---|---|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
334
shares
|
$65,220
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
305
shares
|
$59,557
0.01% of portfolio
|
Q1 2025
Reduced 50.24%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
290
shares
|
$56,628
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
282
shares
|
$55,066
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
267
shares
|
$52,137
0.03% of portfolio
|
Q1 2025
Added 3714.29%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
240
shares
|
$46,864
0.0% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
232
shares
|
$45,302
0.0% of portfolio
|
Q1 2025
Added 103.51%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
217
shares
|
$42,373
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
215
shares
|
$41,983
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
205
shares
|
$40,030
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
200
shares
|
$39,054
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
179
shares
|
$34,953
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
176
shares
|
$34,367
0.0% of portfolio
|
Q2 2023
Added 0.57%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
174
shares
|
$33,976
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
170
shares
|
$33,195
0.0% of portfolio
|
Q1 2021
Closed
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
169
shares
|
$33,000
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
169
shares
|
$33,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
152
shares
|
$29,681
0.0% of portfolio
|
Q1 2025
Added 111.11%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
138
shares
|
$26,947
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
135
shares
|
$26,361
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
132
shares
|
$25,775
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
131
shares
|
$25,580
0.01% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
121
shares
|
$23,627
0.0% of portfolio
|
Q1 2025
Reduced 52.92%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
117
shares
|
$22,846
0.0% of portfolio
|
Q1 2025
Reduced 35.71%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
116
shares
|
$22,651
0.01% of portfolio
|
Q1 2025
New holding
|