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 599 institutions that hold shares in the stock, with a total of 53.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
5,305,182
shares
|
$955 Million
0.02% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,997,481
shares
|
$899 Million
0.02% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
2,921,874
shares
|
$526 Million
1.54% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
2,421,133
shares
|
$436 Million
2.28% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,715,003
shares
|
$309 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,372,703
shares
|
$247 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,333,792
shares
|
$240 Million
0.02% of portfolio
|
Q3 2025
Added 28.05%
|
|
|
Burgundy Asset Management Ltd.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
1,219,617
shares
|
$220 Million
2.47% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
1,130,190
shares
|
$203 Million
0.65% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
1,121,832
shares
|
$202 Million
23.57% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,000,180
shares
|
$180 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Capital Research Global Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
956,441
shares
|
$172 Million
0.04% of portfolio
|
Q3 2025
Added 19.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
841,949
shares
|
$152 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
827,525
shares
|
$149 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
803,143
shares
|
$145 Million
0.1% of portfolio
|
Q3 2025
Reduced 23.67%
|
|
|
Fiduciary Management Inc
Milwaukee, WI |
Nov 14, 2025 Q3 2025 |
747,832
shares
|
$135 Million
1.65% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
717,952
shares
|
$129 Million
0.16% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
713,494
shares
|
$128 Million
0.29% of portfolio
|
Q3 2025
Added 75.62%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
693,109
shares
|
$125 Million
0.66% of portfolio
|
Q3 2024
Added 23.64%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
665,736
shares
|
$120 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Jennison Associates LLC
|
Oct 30, 2025 Q3 2025 |
589,093
shares
|
$106 Million
0.07% of portfolio
|
Q3 2025
Added 25.43%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
572,763
shares
|
$103 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
570,904
shares
|
$103 Million
0.02% of portfolio
|
Q3 2025
Reduced 28.49%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
559,284
shares
|
$101 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.26%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
536,488
shares
|
$96.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.36%
|
|