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 597 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 |
|---|---|---|---|---|---|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
3,924
shares
|
$706,280
0.02% of portfolio
|
Q3 2025
Reduced 12.64%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
3,876
shares
|
$697,641
0.52% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
3,860
shares
|
$694,761
0.0% of portfolio
|
Q3 2025
Reduced 87.92%
|
|
|
Yorktown Management & Research CO Inc
|
Oct 29, 2025 Q3 2025 |
3,850
shares
|
$692,961
0.69% of portfolio
|
Q4 2022
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
3,828
shares
|
$689,001
0.01% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
3,767
shares
|
$678,022
0.01% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
3,764
shares
|
$677,482
0.15% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 14, 2025 Q3 2025 |
3,763
shares
|
$677,302
0.6% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
Alpine Woods Capital Investors, LLC
|
Oct 15, 2025 Q3 2025 |
3,740
shares
|
$673,162
0.17% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,702
shares
|
$666,322
0.01% of portfolio
|
Q4 2023
Reduced 1.52%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
3,653
shares
|
$657,503
0.0% of portfolio
|
Q3 2025
Reduced 32.13%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
3,595
shares
|
$647,064
0.0% of portfolio
|
Q3 2025
Reduced 11.71%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
Nov 12, 2025 Q3 2025 |
3,593
shares
|
$646,704
0.5% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
3,584
shares
|
$645,084
0.09% of portfolio
|
Q3 2025
Reduced 10.11%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
3,573
shares
|
$643,104
0.0% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
3,490
shares
|
$628,165
0.0% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
3,332
shares
|
$599,726
0.0% of portfolio
|
Q2 2025
Reduced 20.38%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
3,300
shares
|
$593,967
0.0% of portfolio
|
Q3 2025
Reduced 41.07%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
3,215
shares
|
$578,667
0.02% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
3,173
shares
|
$571,108
0.01% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
3,161
shares
|
$568,948
0.0% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
3,155
shares
|
$567,868
0.0% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,141
shares
|
$565,348
0.01% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
3,109
shares
|
$559,588
0.01% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,094
shares
|
$556,889
0.0% of portfolio
|
Q3 2025
Reduced 37.53%
|
|