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 568 institutions that hold shares in the stock, with a total of 51.6 Million shares, which have been reported (via 13F filing form) to have a value of $10 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
29,654
shares
|
$5.77 Million
0.01% of portfolio
|
Q1 2025
Added 50.05%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
29,467
shares
|
$5.73 Million
1.85% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
28,856
shares
|
$5.62 Million
0.03% of portfolio
|
Q1 2025
Added 9.67%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
27,674
shares
|
$5.39 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
26,398
shares
|
$5.14 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
26,321
shares
|
$5.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.36%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
26,197
shares
|
$5.1 Million
0.06% of portfolio
|
Q1 2025
Added 327.92%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
25,393
shares
|
$4.94 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
25,128
shares
|
$4.89 Million
1.36% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
25,042
shares
|
$4.87 Million
0.0% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Harbor Advisors LLC
|
May 15, 2025 Q1 2025 |
25,000
shares
|
$4.86 Million
0.73% of portfolio
|
Q1 2018
Added 25.0%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
May 14, 2025 Q1 2025 |
24,823
shares
|
$4.83 Million
0.01% of portfolio
|
Q1 2025
Added 43.62%
|
|
|
Dorsey Wright & Associates
|
May 06, 2025 Q1 2025 |
24,442
shares
|
$4.76 Million
1.05% of portfolio
|
Q1 2025
Added 9.13%
|
|
|
Treasurer Of The State Of North Carolina
|
May 15, 2025 Q1 2025 |
24,273
shares
|
$4.72 Million
0.02% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
24,084
shares
|
$4.69 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
23,955
shares
|
$4.66 Million
0.18% of portfolio
|
Q2 2025
Added 17.35%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
23,198
shares
|
$4.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Triasima Portfolio Management Inc.
|
May 02, 2025 Q1 2025 |
22,656
shares
|
$4.41 Million
0.82% of portfolio
|
Q4 2024
Added 62.39%
|
|
|
Interval Partners, LP
New York, NY |
May 15, 2025 Q1 2025 |
22,615
shares
|
$4.4 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
22,438
shares
|
$4.37 Million
0.01% of portfolio
|
Q1 2025
Added 8.25%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
22,074
shares
|
$4.3 Million
0.02% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
22,048
shares
|
$4.29 Million
0.03% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
20,978
shares
|
$4.08 Million
0.02% of portfolio
|
Q1 2025
Added 114.28%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
20,945
shares
|
$4.08 Million
0.31% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Chase Investment Counsel Corp
|
May 12, 2025 Q1 2025 |
20,933
shares
|
$4.07 Million
1.24% of portfolio
|
Q1 2025
Reduced 46.37%
|