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 571 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 $10.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
50
shares
|
$9,868
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
47
shares
|
$9,276
0.0% of portfolio
|
Q2 2025
Added 14.63%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
44
shares
|
$8,684
0.0% of portfolio
|
Q1 2025
Reduced 39.73%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
44
shares
|
$8,684
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
43
shares
|
$8,486
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
42
shares
|
$8,289
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
42
shares
|
$8,289
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
41
shares
|
$8,092
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
40
shares
|
$7,894
0.0% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
38
shares
|
$7,500
0.0% of portfolio
|
Q1 2025
Reduced 20.83%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
38
shares
|
$7,500
0.01% of portfolio
|
Q1 2025
Added 153.33%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
37
shares
|
$7,302
0.0% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
36
shares
|
$7,105
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
35
shares
|
$6,907
0.0% of portfolio
|
Q4 2022
Reduced 46.15%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
35
shares
|
$6,907
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
35
shares
|
$6,907
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
34
shares
|
$6,710
0.0% of portfolio
|
Q2 2025
Reduced 38.18%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
34
shares
|
$6,710
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
32
shares
|
$6,315
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
32
shares
|
$6,315
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
29
shares
|
$5,723
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
29
shares
|
$5,723
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
29
shares
|
$5,723
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
28
shares
|
$5,526
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
26
shares
|
$5,131
0.0% of portfolio
|
Q2 2025
New holding
|