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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
7,637
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2024
Added 127.09%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
7,617
shares
|
$1.33 Million
0.08% of portfolio
|
Q3 2022
Added 20.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,439
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Cinctive Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
7,426
shares
|
$1.29 Million
0.07% of portfolio
|
Q3 2024
Reduced 71.37%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
7,203
shares
|
$1.25 Million
0.1% of portfolio
|
Q3 2024
Added 7.28%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
7,102
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
6,812
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Added 76.94%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2024 Q3 2024 |
6,749
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 05, 2024 Q3 2024 |
6,728
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 32.7%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
6,643
shares
|
$1.16 Million
0.11% of portfolio
|
Q3 2024
Added 78.62%
|
|
|
Connable Office Inc
|
Nov 06, 2024 Q3 2024 |
6,460
shares
|
$1.12 Million
0.1% of portfolio
|
Q2 2024
Reduced 7.7%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
6,393
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
6,341
shares
|
$1.1 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
6,256
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2023
Added 5.82%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
6,158
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 24, 2024 Q3 2024 |
6,070
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
6,010
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
6,007
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.81%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
5,978
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2023
Reduced 8.3%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
5,974
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
5,900
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Efg Asset Management (North America) Corp.
|
Nov 12, 2024 Q3 2024 |
5,850
shares
|
$1.02 Million
0.16% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
5,822
shares
|
$1.01 Million
0.15% of portfolio
|
Q4 2023
Added 9.91%
|
|
|
Td Asset Management Inc
|
Nov 01, 2024 Q3 2024 |
5,800
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.14%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,391
shares
|
$937,872
0.0% of portfolio
|
Q3 2024
Added 113.42%
|