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 |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
982
shares
|
$176,750
0.01% of portfolio
|
Q3 2025
Reduced 45.5%
|
|
|
Synergy Financial Group, LTD
|
Nov 14, 2025 Q3 2025 |
975
shares
|
$175,490
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
956
shares
|
$172,070
0.0% of portfolio
|
Q3 2025
Added 7.9%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
895
shares
|
$161,091
0.09% of portfolio
|
Q3 2025
Reduced 82.75%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
865
shares
|
$155,691
0.01% of portfolio
|
Q1 2025
Added 522.3%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
858
shares
|
$154,431
0.01% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
796
shares
|
$143,272
0.05% of portfolio
|
Q2 2022
Reduced 5.13%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
753
shares
|
$135,532
0.0% of portfolio
|
Q3 2025
Reduced 85.75%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
713
shares
|
$128,332
0.0% of portfolio
|
Q3 2025
Added 613.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
678
shares
|
$122,033
0.0% of portfolio
|
Q2 2024
Added 69.08%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
659
shares
|
$118,613
0.0% of portfolio
|
Q3 2025
Added 14.81%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
556
shares
|
$100,074
0.02% of portfolio
|
Q4 2025
Added 1.65%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
530
shares
|
$95,394
0.0% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 05, 2025 Q3 2025 |
500
shares
|
$89,995
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
481
shares
|
$86,575
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
467
shares
|
$84,055
0.0% of portfolio
|
Q3 2025
Added 16.46%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
450
shares
|
$80,995
0.01% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
400
shares
|
$71,996
0.0% of portfolio
|
Q3 2025
Added 809.09%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
398
shares
|
$71,636
0.0% of portfolio
|
Q3 2025
Reduced 86.86%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
394
shares
|
$70,916
0.01% of portfolio
|
Q3 2025
Reduced 78.78%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
391
shares
|
$70,376
0.0% of portfolio
|
Q2 2020
Added 6126.42%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
386
shares
|
$69,476
0.0% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
378
shares
|
$68,036
0.01% of portfolio
|
Q4 2025
Added 0.53%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
362
shares
|
$65,156
0.03% of portfolio
|
Q3 2025
Added 174.24%
|
|
|
Emerald Advisers, LLC
|
Oct 30, 2025 Q3 2025 |
345
shares
|
$62,096
0.0% of portfolio
|
Q3 2024
Reduced 99.61%
|
|