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 |
|---|---|---|---|---|---|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
112
shares
|
$20,158
0.0% of portfolio
|
Q3 2025
Reduced 36.36%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
110
shares
|
$19,798
0.0% of portfolio
|
Q4 2025
Added 0.92%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
105
shares
|
$18,898
0.0% of portfolio
|
Q2 2025
Reduced 79.85%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
104
shares
|
$18,718
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
102
shares
|
$18,358
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
100
shares
|
$17,999
0.0% of portfolio
|
Q3 2025
Added 92.31%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
98
shares
|
$17,639
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
96
shares
|
$17,279
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
91
shares
|
$16,379
0.0% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
88
shares
|
$15,839
0.0% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
83
shares
|
$14,939
0.0% of portfolio
|
Q4 2022
Added 5.06%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
78
shares
|
$14,039
0.0% of portfolio
|
Q3 2024
Reduced 59.16%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
75
shares
|
$13,499
0.01% of portfolio
|
Q2 2025
Reduced 68.88%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
73
shares
|
$13,139
0.01% of portfolio
|
Q3 2025
Added 23.73%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
72
shares
|
$12,959
0.0% of portfolio
|
Q2 2025
Reduced 52.63%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
71
shares
|
$12,779
0.0% of portfolio
|
Q3 2025
Added 10.94%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
67
shares
|
$12,059
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
66
shares
|
$11,879
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
59
shares
|
$10,619
0.0% of portfolio
|
Q2 2025
Reduced 36.56%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
56
shares
|
$10,079
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
55
shares
|
$9,899
0.0% of portfolio
|
Q4 2025
Added 37.5%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
50
shares
|
$8,999
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
49
shares
|
$8,819
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
47
shares
|
$8,459
0.0% of portfolio
|
Q2 2025
Added 14.63%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
46
shares
|
$8,279
0.01% of portfolio
|
Q3 2025
New holding
|
|