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 594 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 |
|---|---|---|---|---|---|
|
Emerald Advisers, LLC
|
Oct 30, 2025 Q3 2025 |
345
shares
|
$62,096
0.0% of portfolio
|
Q3 2024
Reduced 99.61%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
325
shares
|
$58,496
0.0% of portfolio
|
Q3 2025
Added 32400.0%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
308
shares
|
$55,436
0.01% of portfolio
|
Q3 2025
Added 136.92%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
290
shares
|
$52,197
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
282
shares
|
$50,757
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
232
shares
|
$41,757
0.0% of portfolio
|
Q1 2025
Added 103.51%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
217
shares
|
$39,057
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
217
shares
|
$39,057
0.0% of portfolio
|
Q3 2025
Reduced 9.58%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
215
shares
|
$38,697
0.0% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
212
shares
|
$38,157
0.01% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
201
shares
|
$36,177
0.01% of portfolio
|
Q3 2025
Added 179.17%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
191
shares
|
$34,378
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
176
shares
|
$31,678
0.0% of portfolio
|
Q2 2023
Added 0.57%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
170
shares
|
$30,598
0.0% of portfolio
|
Q1 2021
Closed
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
169
shares
|
$30,418
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
169
shares
|
$30,418
0.0% of portfolio
|
Q3 2025
Reduced 20.66%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
151
shares
|
$27,178
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
148
shares
|
$26,638
0.0% of portfolio
|
Q3 2025
Added 64.44%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
138
shares
|
$24,838
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
135
shares
|
$24,298
0.0% of portfolio
|
Q4 2025
Reduced 0.74%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
131
shares
|
$23,578
0.01% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
127
shares
|
$22,858
0.0% of portfolio
|
Q2 2025
Reduced 58.36%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
116
shares
|
$20,878
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
115
shares
|
$20,698
0.01% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
113
shares
|
$20,338
0.03% of portfolio
|
Q3 2025
Added 197.37%
|
|