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 546 institutions that hold shares in the stock, with a total of 52.3 Million shares, which have been reported (via 13F filing form) to have a value of $8.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lecap Asset Management LTD
London, X0 |
Apr 23, 2025 Q1 2025 |
10,530
shares
|
$1.7 Million
0.4% of portfolio
|
Q1 2025
Added 70.03%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
9,928
shares
|
$1.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
9,790
shares
|
$1.58 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
9,764
shares
|
$1.57 Million
2.01% of portfolio
|
Q4 2024
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
9,455
shares
|
$1.52 Million
0.21% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
9,420
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.59%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
9,250
shares
|
$1.49 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
9,183
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
9,161
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.49%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
9,161
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.49%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
8,530
shares
|
$1.38 Million
0.05% of portfolio
|
Q1 2025
Reduced 23.96%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,791
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Added 44.52%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
7,725
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,700
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2024
Reduced 68.48%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
7,641
shares
|
$1.23 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
7,617
shares
|
$1.23 Million
0.08% of portfolio
|
Q3 2022
Added 20.64%
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
7,507
shares
|
$1.21 Million
0.13% of portfolio
|
Q4 2024
Added 142.16%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
7,465
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Added 16.77%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
7,459
shares
|
$1.2 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,439
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
7,262
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
7,212
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 62.22%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
7,110
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
6,814
shares
|
$1.1 Million
0.1% of portfolio
|
Q1 2025
Reduced 10.59%
|
|
|
Taylor Frigon Capital Management LLC
|
Apr 25, 2025 Q1 2025 |
6,772
shares
|
$1.09 Million
0.67% of portfolio
|
Q1 2025
Added 0.52%
|