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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
1,183
shares
|
$212,928
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
1,177
shares
|
$211,848
0.01% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,175
shares
|
$211,488
0.01% of portfolio
|
Q3 2025
Added 9.61%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
1,173
shares
|
$211,128
0.0% of portfolio
|
Q3 2025
Reduced 86.71%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
1,167
shares
|
$210,048
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
1,150
shares
|
$206,988
0.03% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Nov 14, 2025 Q3 2025 |
1,146
shares
|
$206,268
0.01% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Moody Aldrich Partners LLC
|
Oct 20, 2025 Q3 2025 |
1,144
shares
|
$205,908
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
1,142
shares
|
$205,548
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
1,113
shares
|
$200,328
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
1,113
shares
|
$200,328
0.08% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,110
shares
|
$199,788
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,107
shares
|
$199,248
0.0% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1,096
shares
|
$197,269
0.0% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
1,081
shares
|
$194,569
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
1,068
shares
|
$192,229
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
1,066
shares
|
$191,869
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
1,059
shares
|
$190,609
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
1,032
shares
|
$185,749
0.05% of portfolio
|
Q3 2025
Reduced 9.39%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
1,032
shares
|
$185,749
0.03% of portfolio
|
Q3 2025
Reduced 75.26%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
1,031
shares
|
$185,569
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
1,011
shares
|
$181,969
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,005
shares
|
$180,889
0.0% of portfolio
|
Q3 2025
Added 13.3%
|
|
|
Premier Fund Managers LTD
|
Nov 10, 2025 Q3 2025 |
1,003
shares
|
$180,529
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
985
shares
|
$177,290
0.0% of portfolio
|
Q3 2025
Added 24.21%
|
|