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 |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
18,904
shares
|
$3.81 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
18,870
shares
|
$3.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
18,867
shares
|
$3.8 Million
0.01% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
18,562
shares
|
$3.74 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.27%
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
18,292
shares
|
$3.68 Million
0.11% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,975
shares
|
$3.62 Million
0.01% of portfolio
|
Q3 2023
Reduced 4.94%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
17,884
shares
|
$3.6 Million
0.02% of portfolio
|
Q2 2025
Added 29.13%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
17,244
shares
|
$3.47 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
16,843
shares
|
$3.39 Million
0.4% of portfolio
|
Q2 2023
Reduced 0.12%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Aug 07, 2025 Q2 2025 |
16,620
shares
|
$3.35 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
16,524
shares
|
$3.33 Million
0.78% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Arizona State Retirement System
|
Aug 13, 2025 Q2 2025 |
15,767
shares
|
$3.17 Million
0.02% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
15,750
shares
|
$3.17 Million
0.01% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
15,348
shares
|
$3.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
15,177
shares
|
$3.06 Million
0.15% of portfolio
|
Q2 2025
Added 74.13%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
15,100
shares
|
$3.04 Million
0.05% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jul 31, 2025 Q2 2025 |
14,986
shares
|
$3.02 Million
0.01% of portfolio
|
Q2 2025
Added 8.69%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
14,754
shares
|
$2.97 Million
0.04% of portfolio
|
Q2 2025
Added 71.64%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
14,742
shares
|
$2.97 Million
0.02% of portfolio
|
Q2 2025
Reduced 24.47%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Aug 14, 2025 Q2 2025 |
14,700
shares
|
$2.96 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
14,400
shares
|
$2.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
14,355
shares
|
$2.89 Million
0.03% of portfolio
|
Q2 2025
Reduced 29.45%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
14,262
shares
|
$2.87 Million
2.65% of portfolio
|
Q2 2025
Added 53.78%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
14,118
shares
|
$2.84 Million
0.0% of portfolio
|
Q2 2025
Added 43.84%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
14,091
shares
|
$2.84 Million
0.02% of portfolio
|
Q2 2025
Added 19.0%
|