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 |
|---|---|---|---|---|---|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
132
shares
|
$20,693
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
114
shares
|
$17,871
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
107
shares
|
$16,774
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
104
shares
|
$16,304
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
100
shares
|
$15,677
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Street Markets LLC
|
Feb 12, 2025 Q4 2024 |
100
shares
|
$15,677
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
99
shares
|
$15,520
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
96
shares
|
$15,049
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
95
shares
|
$14,893
0.0% of portfolio
|
Q4 2023
Reduced 5.0%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
92
shares
|
$14,422
0.0% of portfolio
|
Q4 2024
Reduced 12.38%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
89
shares
|
$13,952
0.0% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
83
shares
|
$13,011
0.0% of portfolio
|
Q4 2022
Added 5.06%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
78
shares
|
$12,228
0.0% of portfolio
|
Q4 2024
Added 30.0%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
78
shares
|
$12,228
0.0% of portfolio
|
Q3 2024
Reduced 59.16%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
73
shares
|
$11,444
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
72
shares
|
$11,287
0.0% of portfolio
|
Q4 2024
Added 18.03%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
69
shares
|
$10,817
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
67
shares
|
$10,503
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
65
shares
|
$10,190
0.0% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
56
shares
|
$8,779
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
50
shares
|
$7,838
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
49
shares
|
$7,681
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
48
shares
|
$7,524
0.0% of portfolio
|
Q4 2024
Reduced 12.73%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
44
shares
|
$6,897
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
43
shares
|
$6,741
0.0% of portfolio
|
Q4 2024
Reduced 54.26%
|