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 $9.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
1,405
shares
|
$252,885
0.0% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
1,402
shares
|
$252,345
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
1,391
shares
|
$250,366
0.01% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
1,387
shares
|
$249,646
0.0% of portfolio
|
Q2 2025
Reduced 39.56%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
1,382
shares
|
$248,746
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
1,381
shares
|
$248,566
0.01% of portfolio
|
Q3 2025
Reduced 60.14%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
1,378
shares
|
$248,026
0.0% of portfolio
|
Q3 2025
Added 8.76%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
1,372
shares
|
$246,946
0.0% of portfolio
|
Q3 2025
Added 20.25%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,357
shares
|
$244,246
0.15% of portfolio
|
Q3 2025
Added 19.45%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
1,324
shares
|
$238,306
0.03% of portfolio
|
Q3 2025
Reduced 19.9%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
1,308
shares
|
$235,426
0.0% of portfolio
|
Q3 2025
Added 62.69%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
1,305
shares
|
$234,886
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
1,285
shares
|
$231,287
0.01% of portfolio
|
Q3 2025
Reduced 18.77%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
1,270
shares
|
$228,587
0.01% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Nov 07, 2025 Q3 2025 |
1,270
shares
|
$228,587
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
1,263
shares
|
$227,327
0.01% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
1,234
shares
|
$222,107
0.01% of portfolio
|
Q3 2025
Added 10.87%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
1,233
shares
|
$221,927
0.01% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
1,228
shares
|
$221,027
0.26% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,223
shares
|
$220,127
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
1,214
shares
|
$218,507
0.0% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
1,200
shares
|
$215,988
0.0% of portfolio
|
Q4 2025
Reduced 6.32%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
1,198
shares
|
$215,628
0.09% of portfolio
|
Q3 2025
Added 33.41%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
1,191
shares
|
$214,368
0.0% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
1,189
shares
|
$214,008
0.04% of portfolio
|
Q3 2025
Reduced 3.8%
|
|