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 598 institutions that hold shares in the stock, with a total of 53.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
5,175
shares
|
$931,448
0.01% of portfolio
|
Q4 2025
Added 83.71%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
5,106
shares
|
$919,028
0.0% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Numerai Gp LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
5,028
shares
|
$904,989
0.15% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,996
shares
|
$899,230
0.02% of portfolio
|
Q3 2025
Reduced 83.17%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
4,857
shares
|
$874,211
0.0% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
4,691
shares
|
$844,333
0.29% of portfolio
|
Q3 2025
Added 47.05%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
4,630
shares
|
$833,353
0.01% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
4,576
shares
|
$823,634
0.0% of portfolio
|
Q3 2025
Added 74.92%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
4,571
shares
|
$822,734
0.04% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
4,546
shares
|
$818,234
0.01% of portfolio
|
Q3 2025
Reduced 16.92%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
4,443
shares
|
$799,695
0.01% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
4,425
shares
|
$796,455
0.02% of portfolio
|
Q3 2025
Reduced 15.95%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
4,314
shares
|
$776,476
0.14% of portfolio
|
Q2 2025
Reduced 52.32%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
4,312
shares
|
$776,116
0.12% of portfolio
|
Q1 2025
Reduced 25.94%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
4,224
shares
|
$760,277
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
4,220
shares
|
$759,557
0.01% of portfolio
|
Q3 2025
Reduced 37.71%
|
|
|
First Eagle Investment Management, LLC
|
Nov 12, 2025 Q3 2025 |
4,202
shares
|
$756,317
0.0% of portfolio
|
Q3 2025
Reduced 15.89%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,192
shares
|
$754,518
0.0% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
4,113
shares
|
$740,298
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4,104
shares
|
$738,678
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
4,055
shares
|
$729,859
0.06% of portfolio
|
Q3 2025
Reduced 65.09%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
4,051
shares
|
$729,139
0.02% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
4,044
shares
|
$727,879
0.01% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
4,018
shares
|
$723,199
0.09% of portfolio
|
Q4 2022
Reduced 13.16%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
3,965
shares
|
$713,660
0.07% of portfolio
|
Q3 2025
Reduced 0.25%
|
|