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 |
|---|---|---|---|---|---|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
42
shares
|
$8,456
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
41
shares
|
$8,254
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
40
shares
|
$8,053
0.0% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
38
shares
|
$7,650
0.01% of portfolio
|
Q1 2025
Added 153.33%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
35
shares
|
$7,046
0.0% of portfolio
|
Q4 2022
Reduced 46.15%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
35
shares
|
$7,046
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
35
shares
|
$7,046
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
35
shares
|
$7,046
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
34
shares
|
$6,845
0.0% of portfolio
|
Q2 2025
Reduced 38.18%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
29
shares
|
$5,838
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
29
shares
|
$5,838
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
28
shares
|
$5,637
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
26
shares
|
$5,234
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
26
shares
|
$5,234
0.0% of portfolio
|
Q1 2025
Reduced 38.1%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
24
shares
|
$4,832
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
23
shares
|
$4,630
0.0% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
21
shares
|
$4,228
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
19
shares
|
$3,825
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
19
shares
|
$3,825
0.0% of portfolio
|
Q2 2025
Reduced 81.73%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
18
shares
|
$3,624
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
17
shares
|
$3,422
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
15
shares
|
$3,020
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
14
shares
|
$2,818
0.0% of portfolio
|
Q4 2024
Reduced 98.91%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
14
shares
|
$2,818
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
13
shares
|
$2,617
0.0% of portfolio
|
Q1 2025
Added 8.33%
|