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 509 institutions that hold shares in the stock, with a total of 52.1 Million shares, which have been reported (via 13F filing form) to have a value of $9.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
6,603
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
6,518
shares
|
$1.16 Million
0.01% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
6,460
shares
|
$1.15 Million
0.12% of portfolio
|
Q2 2024
Reduced 7.7%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
6,341
shares
|
$1.13 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
6,256
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2023
Added 5.82%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jan 28, 2025 Q4 2024 |
6,193
shares
|
$1.1 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
State Of Alaska, Department Of Revenue
|
Jan 27, 2025 Q4 2024 |
6,110
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
6,007
shares
|
$1.07 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
|
$1.06 Million
0.0% of portfolio
|
Q2 2023
Reduced 8.3%
|
|
|
Td Asset Management Inc
|
Feb 11, 2025 Q4 2024 |
5,900
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
5,822
shares
|
$1.03 Million
0.16% of portfolio
|
Q4 2023
Added 9.91%
|
|
|
Cinctive Capital Management LP
New York, NY |
Feb 12, 2025 Q4 2024 |
5,779
shares
|
$1.03 Million
0.05% of portfolio
|
Q4 2024
Reduced 22.18%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
5,664
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Added 51.85%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
5,638
shares
|
$1 Million
0.0% of portfolio
|
Q4 2024
Added 80.88%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
5,606
shares
|
$994,952
0.01% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Feb 05, 2025 Q4 2024 |
5,523
shares
|
$980,222
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
5,501
shares
|
$976,317
0.01% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,391
shares
|
$956,794
0.0% of portfolio
|
Q3 2024
Added 113.42%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
5,264
shares
|
$934,254
0.01% of portfolio
|
Q4 2024
Reduced 12.41%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
5,236
shares
|
$929,285
0.0% of portfolio
|
Q3 2024
Added 17.4%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
5,199
shares
|
$922,718
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Isthmus Partners, LLC
Madison, WI |
Feb 07, 2025 Q4 2024 |
5,080
shares
|
$901,598
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
4,965
shares
|
$881,188
0.01% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
4,902
shares
|
$870,006
0.0% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
4,830
shares
|
$857,228
0.08% of portfolio
|
Q4 2024
Reduced 18.14%
|