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 |
|---|---|---|---|---|---|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
2,071
shares
|
$367,561
0.11% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
2,055
shares
|
$364,721
0.01% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,043
shares
|
$362,591
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Finance, LLC
|
Jan 30, 2025 Q4 2024 |
2,002
shares
|
$355,314
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
1,989
shares
|
$353,007
0.03% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
1,979
shares
|
$351,232
0.01% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Jan 24, 2025 Q4 2024 |
1,978
shares
|
$351,055
0.25% of portfolio
|
Q4 2024
Reduced 10.46%
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
1,929
shares
|
$342,358
0.32% of portfolio
|
Q4 2024
Reduced 39.51%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Feb 11, 2025 Q4 2024 |
1,927
shares
|
$342,003
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,909
shares
|
$338,809
0.0% of portfolio
|
Q3 2024
Added 28.64%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
1,904
shares
|
$337,921
0.0% of portfolio
|
Q4 2024
Added 34.56%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,826
shares
|
$324,078
0.11% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
1,770
shares
|
$314,139
0.03% of portfolio
|
Q4 2024
Added 12.67%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,763
shares
|
$312,897
0.0% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,758
shares
|
$312,009
0.02% of portfolio
|
Q4 2024
Added 21.75%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,730
shares
|
$307,040
0.03% of portfolio
|
Q4 2024
Added 21.57%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
1,712
shares
|
$303,845
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,688
shares
|
$299,586
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
1,679
shares
|
$297,988
0.04% of portfolio
|
Q4 2024
Reduced 25.81%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
1,671
shares
|
$296,569
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
1,657
shares
|
$294,084
0.03% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
1,629
shares
|
$289,114
0.0% of portfolio
|
Q4 2024
Reduced 15.16%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
1,625
shares
|
$288,405
0.0% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
1,617
shares
|
$286,985
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
1,617
shares
|
$286,985
0.0% of portfolio
|
Q4 2024
Added 5.0%
|