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 593 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 |
|---|---|---|---|---|---|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
45
shares
|
$8,099
0.0% of portfolio
|
Q3 2025
Added 1025.0%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
44
shares
|
$7,919
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
44
shares
|
$7,919
0.0% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
43
shares
|
$7,739
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
42
shares
|
$7,559
0.0% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
42
shares
|
$7,559
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2026 Q4 2025 |
41
shares
|
$7,379
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
40
shares
|
$7,199
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
35
shares
|
$6,299
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
35
shares
|
$6,299
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
35
shares
|
$6,299
0.0% of portfolio
|
Q4 2022
Reduced 46.15%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
34
shares
|
$6,119
0.0% of portfolio
|
Q2 2025
Reduced 38.18%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
30
shares
|
$5,399
0.0% of portfolio
|
Q3 2025
Reduced 74.58%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
29
shares
|
$5,219
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
29
shares
|
$5,219
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
28
shares
|
$5,039
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
26
shares
|
$4,679
0.0% of portfolio
|
Q1 2025
Reduced 38.1%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
26
shares
|
$4,679
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
26
shares
|
$4,679
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
24
shares
|
$4,319
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
21
shares
|
$3,779
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
19
shares
|
$3,419
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
18
shares
|
$3,239
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
14
shares
|
$2,519
0.0% of portfolio
|
Q4 2024
Reduced 98.91%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
14
shares
|
$2,519
0.0% of portfolio
|
Q3 2025
New holding
|
|