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 |
|---|---|---|---|---|---|
|
New York State Teachers Retirement System
|
Oct 24, 2025 Q3 2025 |
23,104
shares
|
$4.16 Million
0.01% of portfolio
|
Q2 2025
Added 28.89%
|
|
|
Ing Groep Nv
|
Nov 06, 2025 Q3 2025 |
22,600
shares
|
$4.07 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
22,160
shares
|
$3.99 Million
0.02% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Chase Investment Counsel Corp
|
Nov 10, 2025 Q3 2025 |
22,066
shares
|
$3.97 Million
1.34% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
21,891
shares
|
$3.94 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
21,009
shares
|
$3.78 Million
0.01% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
20,681
shares
|
$3.72 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2025 Q3 2025 |
20,205
shares
|
$3.64 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
19,562
shares
|
$3.52 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
19,557
shares
|
$3.52 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
19,386
shares
|
$3.49 Million
0.01% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
19,308
shares
|
$3.48 Million
0.03% of portfolio
|
Q3 2025
Added 48.15%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
19,258
shares
|
$3.47 Million
0.16% of portfolio
|
Q3 2025
Reduced 19.91%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
Nov 13, 2025 Q3 2025 |
19,185
shares
|
$3.45 Million
1.08% of portfolio
|
Q3 2025
Reduced 37.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
19,011
shares
|
$3.42 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 14, 2025 Q3 2025 |
18,829
shares
|
$3.39 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 17, 2025 Q3 2025 |
18,737
shares
|
$3.37 Million
0.02% of portfolio
|
Q3 2025
Reduced 94.46%
|
|
|
Hilton Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
18,546
shares
|
$3.34 Million
0.33% of portfolio
|
Q3 2025
Reduced 9.75%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
18,488
shares
|
$3.33 Million
0.0% of portfolio
|
Q3 2025
Added 121.31%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
18,090
shares
|
$3.26 Million
0.02% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,975
shares
|
$3.24 Million
0.01% of portfolio
|
Q3 2023
Reduced 4.94%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
17,935
shares
|
$3.23 Million
0.62% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
17,881
shares
|
$3.22 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
17,866
shares
|
$3.22 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
17,475
shares
|
$3.15 Million
0.0% of portfolio
|
Q3 2025
Added 13.86%
|
|