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 591 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 $9.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
2,288
shares
|
$411,817
0.0% of portfolio
|
Q3 2025
Reduced 36.87%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,273
shares
|
$409,117
0.0% of portfolio
|
Q3 2025
Reduced 97.47%
|
|
|
Vista Finance, LLC
|
Oct 08, 2025 Q3 2025 |
2,228
shares
|
$401,017
0.5% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
2,213
shares
|
$398,317
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
2,173
shares
|
$391,118
0.0% of portfolio
|
Q3 2025
Added 21.13%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
2,143
shares
|
$385,718
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
2,138
shares
|
$384,818
0.34% of portfolio
|
Q3 2025
Reduced 7.65%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
2,113
shares
|
$380,318
0.0% of portfolio
|
Q3 2025
Reduced 10.01%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
2,100
shares
|
$377,979
0.01% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
2,073
shares
|
$373,119
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
2,072
shares
|
$372,939
0.01% of portfolio
|
Q3 2025
Reduced 55.8%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
2,065
shares
|
$371,679
0.02% of portfolio
|
Q3 2025
Reduced 8.43%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,040
shares
|
$367,179
0.11% of portfolio
|
Q4 2025
Added 2.41%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,992
shares
|
$358,540
0.0% of portfolio
|
Q3 2025
Added 3165.57%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,924
shares
|
$346,300
0.01% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
1,915
shares
|
$344,680
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
1,893
shares
|
$340,721
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
1,843
shares
|
$331,721
0.09% of portfolio
|
Q3 2025
Reduced 11.22%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,842
shares
|
$331,541
0.0% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
1,832
shares
|
$329,741
0.02% of portfolio
|
Q3 2025
Reduced 13.38%
|
|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
1,830
shares
|
$329,381
0.15% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
1,828
shares
|
$329,021
0.01% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,826
shares
|
$328,661
0.11% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
1,806
shares
|
$325,061
0.01% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
1,793
shares
|
$322,722
0.26% of portfolio
|
Q3 2025
Reduced 23.15%
|
|