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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
217
shares
|
$43,690
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
216
shares
|
$43,489
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
216
shares
|
$43,489
0.0% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
213
shares
|
$42,885
0.0% of portfolio
|
Q2 2025
Added 26.04%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
205
shares
|
$41,274
0.01% of portfolio
|
Q2 2025
Added 246.34%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
200
shares
|
$40,268
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
191
shares
|
$38,455
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
176
shares
|
$35,435
0.0% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
176
shares
|
$35,435
0.0% of portfolio
|
Q2 2023
Added 0.57%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
170
shares
|
$34,227
0.0% of portfolio
|
Q1 2021
Closed
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
169
shares
|
$34,026
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
167
shares
|
$33,623
0.01% of portfolio
|
Q2 2025
Reduced 70.23%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
138
shares
|
$27,784
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
135
shares
|
$27,180
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
132
shares
|
$26,576
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
131
shares
|
$26,375
0.01% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
130
shares
|
$26,174
0.0% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
127
shares
|
$25,570
0.0% of portfolio
|
Q2 2025
Reduced 58.36%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
118
shares
|
$23,758
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
117
shares
|
$23,556
0.0% of portfolio
|
Q1 2025
Reduced 35.71%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
116
shares
|
$23,355
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
114
shares
|
$22,952
0.01% of portfolio
|
Q1 2025
Reduced 25.49%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
109
shares
|
$21,946
0.01% of portfolio
|
Q2 2025
Added 10.1%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
105
shares
|
$21,140
0.0% of portfolio
|
Q2 2025
Reduced 79.85%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
104
shares
|
$20,939
0.0% of portfolio
|
Q1 2023
New holding
|