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 599 institutions that hold shares in the stock, with a total of 53.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
33,928
shares
|
$6.11 Million
0.18% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
32,894
shares
|
$5.92 Million
0.08% of portfolio
|
Q3 2025
Reduced 62.81%
|
|
|
Pdt Partners, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
32,615
shares
|
$5.87 Million
0.46% of portfolio
|
Q3 2025
Added 60.34%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2025 Q3 2025 |
31,680
shares
|
$5.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.65%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
30,547
shares
|
$5.5 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
29,775
shares
|
$5.36 Million
0.0% of portfolio
|
Q3 2025
Added 32.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
29,569
shares
|
$5.32 Million
0.03% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
29,256
shares
|
$5.27 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.91%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
28,917
shares
|
$5.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
28,844
shares
|
$5.19 Million
0.01% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
28,586
shares
|
$5.15 Million
0.06% of portfolio
|
Q3 2025
Added 45.62%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
27,977
shares
|
$5.04 Million
2.3% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
27,572
shares
|
$4.96 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.54%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
27,386
shares
|
$4.93 Million
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Pier Capital, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
27,106
shares
|
$4.88 Million
0.95% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Dorsey Wright & Associates
|
Nov 18, 2025 Q3 2025 |
26,869
shares
|
$4.84 Million
1.29% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
26,819
shares
|
$4.83 Million
0.04% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Triasima Portfolio Management Inc.
|
Oct 29, 2025 Q3 2025 |
26,795
shares
|
$4.82 Million
0.97% of portfolio
|
Q3 2025
Added 24.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
26,089
shares
|
$4.7 Million
0.01% of portfolio
|
Q3 2025
Added 40.55%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
25,300
shares
|
$4.55 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.27%
|
|
|
Harbor Advisors LLC
|
Nov 12, 2025 Q3 2025 |
25,000
shares
|
$4.5 Million
0.84% of portfolio
|
Q1 2018
Added 25.0%
|
|
|
Treasurer Of The State Of North Carolina
|
Nov 13, 2025 Q3 2025 |
24,312
shares
|
$4.38 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
24,224
shares
|
$4.36 Million
0.05% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
24,203
shares
|
$4.36 Million
0.04% of portfolio
|
Q3 2025
Added 18.93%
|
|
|
Weil Company, Inc.
|
Nov 06, 2025 Q3 2025 |
23,282
shares
|
$4.19 Million
1.38% of portfolio
|
Q3 2025
Reduced 0.84%
|
|