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 538 institutions that hold shares in the stock, with a total of 52.6 Million shares, which have been reported (via 13F filing form) to have a value of $8.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
391
shares
|
$61,297
0.0% of portfolio
|
Q2 2020
Added 6126.42%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
375
shares
|
$58,788
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
363
shares
|
$56,907
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
347
shares
|
$54,399
0.0% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Emerald Advisers, LLC
|
Feb 11, 2025 Q4 2024 |
345
shares
|
$54,085
0.0% of portfolio
|
Q3 2024
Reduced 99.61%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
305
shares
|
$47,814
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
290
shares
|
$45,463
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
282
shares
|
$44,209
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
257
shares
|
$40,289
0.01% of portfolio
|
Q4 2024
Added 17.35%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
245
shares
|
$38,408
0.0% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
241
shares
|
$37,781
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
217
shares
|
$34,019
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
217
shares
|
$34,019
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
215
shares
|
$33,705
0.0% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
200
shares
|
$31,354
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
197
shares
|
$30,883
0.01% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
191
shares
|
$29,943
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
176
shares
|
$27,591
0.0% of portfolio
|
Q2 2023
Added 0.57%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
170
shares
|
$26,650
0.0% of portfolio
|
Q1 2021
Closed
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
169
shares
|
$26,494
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
169
shares
|
$26,494
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
153
shares
|
$23,985
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
139
shares
|
$21,791
0.0% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
139
shares
|
$21,791
0.02% of portfolio
|
Q4 2024
Reduced 22.35%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
138
shares
|
$21,634
0.01% of portfolio
|
Q3 2024
New holding
|