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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
100
shares
|
$20,134
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
96
shares
|
$19,328
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
95
shares
|
$19,127
0.0% of portfolio
|
Q4 2023
Reduced 5.0%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
91
shares
|
$18,321
0.0% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
90
shares
|
$18,120
0.0% of portfolio
|
Q2 2025
Added 181.25%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
83
shares
|
$16,711
0.0% of portfolio
|
Q4 2022
Added 5.06%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
78
shares
|
$15,704
0.0% of portfolio
|
Q3 2024
Reduced 59.16%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
78
shares
|
$15,704
0.0% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
75
shares
|
$15,100
0.01% of portfolio
|
Q2 2025
Reduced 68.88%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
72
shares
|
$14,496
0.0% of portfolio
|
Q2 2025
Reduced 52.63%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
72
shares
|
$14,496
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
67
shares
|
$13,489
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
64
shares
|
$12,885
0.0% of portfolio
|
Q2 2025
Added 18.52%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
61
shares
|
$12,281
0.0% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
59
shares
|
$11,879
0.0% of portfolio
|
Q2 2025
Reduced 36.56%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
59
shares
|
$11,879
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
56
shares
|
$11,275
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
53
shares
|
$10,671
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
52
shares
|
$10,469
0.0% of portfolio
|
Q1 2025
Reduced 24.64%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
50
shares
|
$10,067
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
47
shares
|
$9,462
0.0% of portfolio
|
Q2 2025
Added 14.63%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
44
shares
|
$8,858
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
44
shares
|
$8,858
0.0% of portfolio
|
Q1 2025
Reduced 39.73%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
43
shares
|
$8,657
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
42
shares
|
$8,456
0.0% of portfolio
|
Q2 2025
Added 20.0%
|