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 |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
153
shares
|
$24,798
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
139
shares
|
$22,529
0.02% of portfolio
|
Q4 2024
Reduced 22.35%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
139
shares
|
$22,529
0.0% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
138
shares
|
$22,367
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
132
shares
|
$21,394
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
117
shares
|
$18,963
0.0% of portfolio
|
Q1 2025
Reduced 35.71%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
114
shares
|
$18,477
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
108
shares
|
$17,504
0.0% of portfolio
|
Q1 2025
Added 217.65%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
108
shares
|
$17,504
0.0% of portfolio
|
Q1 2025
Added 66.15%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
107
shares
|
$17,342
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
104
shares
|
$16,856
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
104
shares
|
$16,856
0.0% of portfolio
|
Q1 2025
Added 225.0%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
100
shares
|
$16,208
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Street Markets LLC
|
Feb 12, 2025 Q4 2024 |
100
shares
|
$16,208
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
99
shares
|
$16,045
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
96
shares
|
$15,559
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
95
shares
|
$15,397
0.0% of portfolio
|
Q4 2023
Reduced 5.0%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
95
shares
|
$15,397
0.0% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
92
shares
|
$14,911
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
83
shares
|
$13,452
0.0% of portfolio
|
Q4 2022
Added 5.06%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
78
shares
|
$12,642
0.0% of portfolio
|
Q3 2024
Reduced 59.16%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
78
shares
|
$12,642
0.0% of portfolio
|
Q4 2024
Added 30.0%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
77
shares
|
$12,480
0.0% of portfolio
|
Q1 2025
Reduced 13.48%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
73
shares
|
$11,831
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
72
shares
|
$11,669
0.0% of portfolio
|
Q4 2024
Added 18.03%
|