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 565 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 $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Research Global Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
504,055
shares
|
$98.1 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
498,678
shares
|
$97 Million
0.07% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
495,239
shares
|
$96.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
464,024
shares
|
$90.3 Million
0.16% of portfolio
|
Q3 2022
Reduced 4.05%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
438,060
shares
|
$85.2 Million
0.56% of portfolio
|
Q2 2025
Reduced 13.11%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
415,743
shares
|
$80.9 Million
0.01% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
415,277
shares
|
$80.8 Million
0.62% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
402,806
shares
|
$78.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
402,763
shares
|
$78.4 Million
0.12% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Van Berkom & Associates Inc.
|
May 07, 2025 Q1 2025 |
401,840
shares
|
$78.2 Million
2.08% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
359,668
shares
|
$70 Million
0.2% of portfolio
|
Q1 2025
Reduced 44.56%
|
|
|
Jennison Associates LLC
|
May 02, 2025 Q1 2025 |
344,604
shares
|
$67.1 Million
0.04% of portfolio
|
Q1 2025
Added 12.14%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
289,790
shares
|
$56.4 Million
2.39% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
May 09, 2025 Q1 2025 |
286,288
shares
|
$55.7 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
280,372
shares
|
$54.6 Million
1.12% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
275,458
shares
|
$53.6 Million
0.18% of portfolio
|
Q1 2025
Added 1946.8%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
275,329
shares
|
$53.6 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
266,093
shares
|
$51.8 Million
1.96% of portfolio
|
Q2 2023
Added 3.5%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
261,199
shares
|
$50.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
241,743
shares
|
$47 Million
0.03% of portfolio
|
Q2 2022
Reduced 1.72%
|
|
|
Argent Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
241,587
shares
|
$47 Million
1.27% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
239,824
shares
|
$46.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
May 15, 2025 Q1 2025 |
239,522
shares
|
$46.6 Million
0.16% of portfolio
|
Q1 2025
Added 1167.98%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
236,205
shares
|
$46 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
May 14, 2025 Q1 2025 |
228,431
shares
|
$44.5 Million
0.12% of portfolio
|
Q1 2025
Added 28.23%
|