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 |
|---|---|---|---|---|---|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
11,814
shares
|
$2.06 Million
0.01% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
11,785
shares
|
$2.05 Million
0.04% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
11,768
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.63%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 07, 2024 Q3 2024 |
11,709
shares
|
$2.04 Million
0.01% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
11,605
shares
|
$2.02 Million
0.04% of portfolio
|
Q2 2024
Reduced 5.23%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
10,832
shares
|
$1.88 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
New Mexico Educational Retirement Board
|
Nov 12, 2024 Q3 2024 |
10,600
shares
|
$1.84 Million
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
10,419
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2024
Reduced 16.49%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
10,390
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.86%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
10,340
shares
|
$1.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 81.66%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
10,306
shares
|
$1.79 Million
0.02% of portfolio
|
Q3 2024
Added 13.34%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
10,053
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.18%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
10,034
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2024
Added 15.95%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
9,813
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2024
Added 2482.37%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,250
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 56.87%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Oct 17, 2024 Q3 2024 |
9,247
shares
|
$1.61 Million
0.2% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,994
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
8,761
shares
|
$1.52 Million
0.06% of portfolio
|
Q3 2024
Reduced 84.91%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
8,692
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2024
Reduced 51.17%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,481
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Investment Group, LLC
|
Oct 24, 2024 Q3 2024 |
8,103
shares
|
$1.41 Million
0.15% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
7,921
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2024
Added 147.84%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,700
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2024
Reduced 68.48%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
7,697
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
7,641
shares
|
$1.33 Million
0.03% of portfolio
|
Q2 2023
New holding
|