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 546 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 $8.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
29
shares
|
$4,704
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
28
shares
|
$4,542
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
27
shares
|
$4,379
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
26
shares
|
$4,217
0.0% of portfolio
|
Q1 2025
Reduced 38.1%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
25
shares
|
$4,055
0.0% of portfolio
|
Q1 2025
Added 1150.0%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
25
shares
|
$4,055
0.0% of portfolio
|
Q1 2025
Added 38.89%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
24
shares
|
$3,893
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
21
shares
|
$3,406
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
21
shares
|
$3,406
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
20
shares
|
$3,244
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
19
shares
|
$3,082
0.0% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
18
shares
|
$2,919
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
15
shares
|
$2,433
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
15
shares
|
$2,433
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
15
shares
|
$2,433
0.0% of portfolio
|
Q4 2024
Reduced 79.17%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
14
shares
|
$2,271
0.0% of portfolio
|
Q1 2024
Reduced 65.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
14
shares
|
$2,271
0.0% of portfolio
|
Q4 2024
Reduced 98.91%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
14
shares
|
$2,271
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
13
shares
|
$2,108
0.0% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
13
shares
|
$2,108
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
11
shares
|
$1,784
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
10
shares
|
$1,622
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
10
shares
|
$1,622
0.0% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
8
shares
|
$1,297
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
7
shares
|
$1,135
0.0% of portfolio
|
Q4 2024
New holding
|