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 599 institutions that hold shares in the stock, with a total of 53.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
521,892
shares
|
$93.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Champlain Investment Partners, LLC
Burlington, VT |
Nov 12, 2025 Q3 2025 |
511,281
shares
|
$92 Million
0.83% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
464,024
shares
|
$83.5 Million
0.16% of portfolio
|
Q3 2022
Reduced 4.05%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
460,665
shares
|
$82.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
452,409
shares
|
$81.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
417,543
shares
|
$75.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 29.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
408,334
shares
|
$73.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
Nov 10, 2025 Q3 2025 |
406,306
shares
|
$73.1 Million
0.38% of portfolio
|
Q3 2025
Added 41.92%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
405,890
shares
|
$73.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Handelsbanken Fonder Ab
|
Nov 12, 2025 Q3 2025 |
398,458
shares
|
$71.7 Million
0.26% of portfolio
|
Q3 2025
Added 44.65%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
393,109
shares
|
$70.8 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Van Berkom & Associates Inc.
|
Nov 04, 2025 Q3 2025 |
376,692
shares
|
$67.8 Million
2.24% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Congress Asset Management CO
|
Oct 10, 2025 Q3 2025 |
375,300
shares
|
$67.6 Million
0.54% of portfolio
|
Q3 2025
Reduced 14.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
368,600
shares
|
$66.3 Million
0.01% of portfolio
|
Q2 2025
Added 253.14%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
342,641
shares
|
$61.7 Million
0.62% of portfolio
|
Q3 2025
Reduced 11.4%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
329,448
shares
|
$59.3 Million
0.01% of portfolio
|
Q3 2025
Added 766.83%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
325,374
shares
|
$58.6 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.11%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
312,267
shares
|
$56.2 Million
0.08% of portfolio
|
Q3 2025
Added 135.35%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
282,751
shares
|
$50.9 Million
0.01% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
276,828
shares
|
$49.8 Million
1.26% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
266,527
shares
|
$48 Million
0.01% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
266,093
shares
|
$47.9 Million
1.96% of portfolio
|
Q2 2023
Added 3.5%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
265,815
shares
|
$47.8 Million
0.19% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
260,196
shares
|
$46.8 Million
2.54% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
247,785
shares
|
$44.6 Million
0.06% of portfolio
|
Q3 2025
Added 5.36%
|
|