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 593 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 |
|---|---|---|---|---|---|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
1,787
shares
|
$321,642
0.13% of portfolio
|
Q3 2025
Added 22.4%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,778
shares
|
$320,022
0.01% of portfolio
|
Q2 2025
Reduced 10.7%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
1,773
shares
|
$319,122
0.0% of portfolio
|
Q3 2025
Reduced 10.36%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
1,724
shares
|
$310,302
0.01% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,720
shares
|
$309,582
0.1% of portfolio
|
Q3 2025
Added 10.47%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
1,716
shares
|
$308,862
0.03% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
1,680
shares
|
$302,383
0.03% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
1,670
shares
|
$300,583
0.0% of portfolio
|
Q3 2025
Added 11.41%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
1,644
shares
|
$295,903
0.0% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
1,634
shares
|
$294,103
0.13% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
1,619
shares
|
$291,403
0.19% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Nov 07, 2025 Q3 2025 |
1,610
shares
|
$289,783
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,575
shares
|
$283,484
0.01% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,572
shares
|
$282,944
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
1,553
shares
|
$279,524
0.01% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,548
shares
|
$278,624
0.0% of portfolio
|
Q3 2025
Reduced 89.51%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,533
shares
|
$275,924
0.01% of portfolio
|
Q3 2025
Reduced 31.65%
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
1,458
shares
|
$262,425
0.15% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
1,453
shares
|
$261,525
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
1,447
shares
|
$260,445
0.0% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
1,440
shares
|
$259,185
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,412
shares
|
$254,145
0.01% of portfolio
|
Q3 2025
Added 15.64%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,411
shares
|
$253,965
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
1,407
shares
|
$253,245
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
1,406
shares
|
$253,065
0.07% of portfolio
|
Q4 2024
Added 17475.0%
|
|