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 |
|---|---|---|---|---|---|
|
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 |
Aug 19, 2025 Q2 2025 |
19
shares
|
$3,419
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
18
shares
|
$3,239
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
18
shares
|
$3,239
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
15
shares
|
$2,699
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
14
shares
|
$2,519
0.0% of portfolio
|
Q3 2025
Added 27.27%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
14
shares
|
$2,519
0.0% of portfolio
|
Q4 2023
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
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
13
shares
|
$2,339
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
13
shares
|
$2,339
0.0% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
12
shares
|
$2,159
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
10
shares
|
$1,799
0.0% of portfolio
|
Q3 2025
Reduced 99.16%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
8
shares
|
$1,439
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
8
shares
|
$1,439
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
7
shares
|
$1,259
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
6
shares
|
$1,079
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
6
shares
|
$1,079
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
5
shares
|
$899
0.0% of portfolio
|
Q2 2025
Reduced 80.0%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
5
shares
|
$899
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
5
shares
|
$899
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
5
shares
|
$899
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
5
shares
|
$899
0.0% of portfolio
|
Q3 2025
Added 150.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
4
shares
|
$719
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|