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 471 institutions that hold shares in the stock, with a total of 50.6 Million shares, which have been reported (via 13F filing form) to have a value of $8.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
525,758
shares
|
$91.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
467,456
shares
|
$81.3 Million
0.01% of portfolio
|
Q3 2024
Added 34.45%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
464,024
shares
|
$80.7 Million
0.16% of portfolio
|
Q3 2022
Reduced 4.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
444,734
shares
|
$77.4 Million
0.02% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
443,000
shares
|
$77.1 Million
0.6% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Nov 05, 2024 Q3 2024 |
421,220
shares
|
$73.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
399,388
shares
|
$69.5 Million
0.12% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
395,346
shares
|
$68.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
392,725
shares
|
$68.3 Million
0.01% of portfolio
|
Q3 2024
Added 14.32%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 12, 2024 Q3 2024 |
297,957
shares
|
$51.8 Million
2.4% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2024 Q3 2024 |
293,981
shares
|
$51.1 Million
0.15% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
287,519
shares
|
$50 Million
1.12% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
283,702
shares
|
$49.4 Million
0.14% of portfolio
|
Q3 2024
Added 666.82%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
273,701
shares
|
$47.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
266,093
shares
|
$46.3 Million
1.96% of portfolio
|
Q2 2023
Added 3.5%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
263,507
shares
|
$45.8 Million
0.01% of portfolio
|
Q3 2024
Added 4163.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
257,910
shares
|
$44.9 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
241,743
shares
|
$42.1 Million
0.03% of portfolio
|
Q2 2022
Reduced 1.72%
|
|
|
Argent Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
240,813
shares
|
$41.9 Million
1.08% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
205,477
shares
|
$35.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 42.47%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
193,246
shares
|
$33.6 Million
0.12% of portfolio
|
Q3 2024
Added 10.02%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
185,566
shares
|
$32.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 31.92%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
185,377
shares
|
$32.3 Million
0.01% of portfolio
|
Q3 2024
Added 30.57%
|
|
|
New York State Common Retirement Fund
|
Oct 28, 2024 Q3 2024 |
183,976
shares
|
$32 Million
0.04% of portfolio
|
Q3 2024
Added 41.97%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Oct 08, 2024 Q3 2024 |
180,345
shares
|
$31.4 Million
3.79% of portfolio
|
Q3 2024
Added 1.79%
|