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 |
|---|---|---|---|---|---|
|
Capital Fund Management S.A.
Paris, I0 |
Aug 13, 2025 Q2 2025 |
35,064
shares
|
$7.06 Million
0.02% of portfolio
|
Q2 2025
Added 41.26%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
35,063
shares
|
$7.06 Million
0.22% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
34,770
shares
|
$7 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
34,384
shares
|
$6.92 Million
0.01% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
33,430
shares
|
$6.73 Million
0.15% of portfolio
|
Q2 2025
Added 63.18%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
33,380
shares
|
$6.72 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
32,263
shares
|
$6.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 37.32%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
31,951
shares
|
$6.43 Million
0.02% of portfolio
|
Q2 2025
Added 2318.7%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
31,516
shares
|
$6.35 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
31,174
shares
|
$6.28 Million
0.07% of portfolio
|
Q2 2025
Reduced 15.03%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
Aug 13, 2025 Q2 2025 |
30,668
shares
|
$6.17 Million
1.26% of portfolio
|
Q2 2025
Reduced 29.91%
|
|
|
Bw Gestao De Investimentos Ltda.
|
Aug 14, 2025 Q2 2025 |
30,400
shares
|
$6.12 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
30,216
shares
|
$6.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 49.31%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
29,908
shares
|
$6.02 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
29,677
shares
|
$5.98 Million
0.11% of portfolio
|
Q2 2025
Added 306.48%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
29,421
shares
|
$5.92 Million
2.06% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
29,343
shares
|
$5.91 Million
0.03% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Pier Capital, LLC
Stamford, CT |
Aug 04, 2025 Q2 2025 |
27,814
shares
|
$5.6 Million
0.82% of portfolio
|
Q2 2025
Reduced 54.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
27,674
shares
|
$5.57 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
26,268
shares
|
$5.29 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Dorsey Wright & Associates
|
Aug 11, 2025 Q2 2025 |
25,669
shares
|
$5.17 Million
1.13% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Treasurer Of The State Of North Carolina
|
Aug 14, 2025 Q2 2025 |
25,266
shares
|
$5.09 Million
0.01% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Harbor Advisors LLC
|
Aug 13, 2025 Q2 2025 |
25,000
shares
|
$5.03 Million
0.77% of portfolio
|
Q1 2018
Added 25.0%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
24,045
shares
|
$4.84 Million
0.18% of portfolio
|
Q2 2025
Added 46.74%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
23,955
shares
|
$4.82 Million
0.18% of portfolio
|
Q2 2025
Added 17.35%
|