HOULIHAN LOKEY INC (HLI) Institutional Ownership Changes & 13F Activity
HOULIHAN LOKEY INC (HLI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Montanaro Asset Management Ltd, Wealth High Governance Asset Management Ltda., Wealth High Governance Capital Ltda, and Dorsey Wright & Associates.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cornerstone Financial Management Llc | Buy | +5 | — | 5 | $871.00 | Q4 2025 | Aug 28, 2026 |
| Ensign Peak Advisors, Inc | Sell | -9,114 | -31.2% | 20,142 | $3.51M | Q4 2025 | Aug 18, 2026 |
| Jump Financial, Llc | Sell | -148 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 13, 2026 |
| Algert Global Llc | Sell | -6,026 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 11, 2026 |
| Wealth High Governance Asset Management Ltda. | Buy | +61,026 | — | 61,026 | $10.63M | Q4 2025 | Jul 09, 2026 |
| Wealth High Governance Capital Ltda | Buy | +38,974 | — | 38,974 | $6.79M | Q4 2025 | Jun 18, 2026 |
| Bannerstone Capital Management, Llc | Buy | +1,197 | — | 1,197 | $208.45K | Q4 2025 | May 28, 2026 |
| Journey Retirement Planning & Investment Management Llc | Buy | +1,413 | — | 1,413 | $246.38K | Q4 2025 | Apr 29, 2026 |
| Bravera Wealth | Buy | +31 | — | 31 | $5.40K | Q4 2025 | Apr 22, 2026 |
| Montanaro Asset Management Ltd | Buy | +97,650 | — | 97,650 | $17.01M | Q4 2025 | Mar 10, 2026 |
| Hsbc Holdings Plc | Buy | +25,676 | — | 25,676 | $4.48M | Q4 2025 | Mar 06, 2026 |
| Rehmann Capital Advisory Group | Buy | +1,868 | — | 1,868 | $326.76K | Q4 2025 | Mar 04, 2026 |
| Shp Wealth Management | Buy | +7 | — | 7 | $1.22K | Q4 2025 | Mar 04, 2026 |
| Anchor Investment Management, Llc | Buy | +450 | — | 450 | $78.39K | Q4 2025 | Feb 26, 2026 |
| Td Capital Management Llc | Buy | +36 | — | 36 | $6.20K | Q4 2025 | Feb 26, 2026 |
| Bell Investment Advisors, Inc | Buy | +88 | — | 88 | $15.33K | Q4 2025 | Feb 24, 2026 |
| Virtu Financial Llc | Buy | +4,955 | — | 4,955 | $863.00K | Q4 2025 | Feb 23, 2026 |
| Dorsey Wright & Associates | Buy | +28,123 | — | 28,123 | $4.90M | Q4 2025 | Feb 20, 2026 |
| Sunbelt Securities, Inc. | Buy | +29 | — | 29 | $5.05K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +11,996 | — | 11,996 | $2.09M | Q4 2025 | Feb 19, 2026 |
| Mcguire Capital Advisors Inc | Buy | +2,330 | — | 2,330 | $405.86K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +796,361 | — | 796,361 | $139.78M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +21,566 | — | 21,566 | $3.76M | Q4 2025 | Feb 18, 2026 |
| State Of Tennessee, Department Of Treasury | Buy | +19,376 | — | 19,376 | $3.26M | Q4 2025 | Feb 18, 2026 |
| Cim, Llc | Buy | +8,200 | — | 8,200 | $1.43M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +4,111 | — | 4,111 | $716.02K | Q4 2025 | Feb 18, 2026 |
| Vestgen Investment Management | Buy | +3,672 | — | 3,672 | $639.63K | Q4 2025 | Feb 18, 2026 |
| Vident Advisory, Llc | Buy | +2,676 | — | 2,676 | $466.25K | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +2,054 | — | 2,054 | $357.79K | Q4 2025 | Feb 18, 2026 |
| Ameriflex Group, Inc. | Buy | +181 | — | 181 | $31.53K | Q4 2025 | Feb 18, 2026 |
Frequently asked questions about HLI activity
Which institutional owners are buying HLI?
Institutional owners buying HLI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HLI activity?
"Buy" means an investor increased their reported position in HLI compared to the prior reporting period. This reflects growing exposure to HOULIHAN LOKEY INC (HLI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HLI increasing?
Institutional interest in HLI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related HLI Institutional Insights
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