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 471 institutions that hold shares in the stock, with a total of 50.6 Million shares, which have been reported (via 13F filing form) to have a value of $8.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
16,843
shares
|
$2.93 Million
0.4% of portfolio
|
Q2 2023
Reduced 0.12%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
16,695
shares
|
$2.9 Million
0.03% of portfolio
|
Q3 2024
Added 14.08%
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
16,284
shares
|
$2.83 Million
0.72% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
16,174
shares
|
$2.81 Million
0.06% of portfolio
|
Q3 2024
Added 141.98%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
15,375
shares
|
$2.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 40.09%
|
|
|
Arizona State Retirement System
|
Nov 12, 2024 Q3 2024 |
15,125
shares
|
$2.63 Million
0.02% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Monashee Investment Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
15,000
shares
|
$2.61 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Illinois Municipal Retirement Fund
|
Nov 04, 2024 Q3 2024 |
14,881
shares
|
$2.59 Million
0.03% of portfolio
|
Q2 2023
Reduced 21.53%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
14,716
shares
|
$2.56 Million
0.0% of portfolio
|
Q3 2024
Added 29.13%
|
|
|
Louisiana State Employees Retirement System
|
Oct 23, 2024 Q3 2024 |
14,700
shares
|
$2.56 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
14,409
shares
|
$2.51 Million
0.04% of portfolio
|
Q3 2024
Added 24.81%
|
|
|
Triasima Portfolio Management Inc.
|
Nov 12, 2024 Q3 2024 |
13,952
shares
|
$2.43 Million
0.57% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
13,945
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
13,199
shares
|
$2.3 Million
0.11% of portfolio
|
Q4 2022
Reduced 7.22%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
12,759
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
State Of Michigan Retirement System
|
Nov 04, 2024 Q3 2024 |
12,600
shares
|
$2.19 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Taylor Frigon Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
12,302
shares
|
$2.14 Million
0.98% of portfolio
|
Q3 2024
Reduced 16.29%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
12,289
shares
|
$2.14 Million
0.05% of portfolio
|
Q3 2024
Added 77.64%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
12,245
shares
|
$2.13 Million
0.05% of portfolio
|
Q2 2023
Reduced 20.07%
|
|
|
Handelsbanken Fonder Ab
|
Oct 04, 2024 Q3 2024 |
12,158
shares
|
$2.12 Million
0.01% of portfolio
|
Q3 2024
Added 24.6%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
12,139
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Added 15.05%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
12,095
shares
|
$2.1 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
11,975
shares
|
$2.08 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
11,929
shares
|
$2.08 Million
0.01% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
11,883
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2024
Added 39.19%
|