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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cornerstone Financial Management LlcBuy+5—5$871.00Q4 2025Aug 28, 2026
Ensign Peak Advisors, IncSell-9,114-31.2%20,142$3.51MQ4 2025Aug 18, 2026
Jump Financial, LlcSell-148-100.0%0$0.00Q4 2025Aug 13, 2026
Algert Global LlcSell-6,026-100.0%0$0.00Q4 2025Aug 11, 2026
Wealth High Governance Asset Management Ltda.Buy+61,026—61,026$10.63MQ4 2025Jul 09, 2026
Wealth High Governance Capital LtdaBuy+38,974—38,974$6.79MQ4 2025Jun 18, 2026
Bannerstone Capital Management, LlcBuy+1,197—1,197$208.45KQ4 2025May 28, 2026
Journey Retirement Planning & Investment Management LlcBuy+1,413—1,413$246.38KQ4 2025Apr 29, 2026
Bravera WealthBuy+31—31$5.40KQ4 2025Apr 22, 2026
Montanaro Asset Management LtdBuy+97,650—97,650$17.01MQ4 2025Mar 10, 2026
Hsbc Holdings PlcBuy+25,676—25,676$4.48MQ4 2025Mar 06, 2026
Rehmann Capital Advisory GroupBuy+1,868—1,868$326.76KQ4 2025Mar 04, 2026
Shp Wealth ManagementBuy+7—7$1.22KQ4 2025Mar 04, 2026
Anchor Investment Management, LlcBuy+450—450$78.39KQ4 2025Feb 26, 2026
Td Capital Management LlcBuy+36—36$6.20KQ4 2025Feb 26, 2026
Bell Investment Advisors, IncBuy+88—88$15.33KQ4 2025Feb 24, 2026
Virtu Financial LlcBuy+4,955—4,955$863.00KQ4 2025Feb 23, 2026
Dorsey Wright & AssociatesBuy+28,123—28,123$4.90MQ4 2025Feb 20, 2026
Sunbelt Securities, Inc.Buy+29—29$5.05KQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+11,996—11,996$2.09MQ4 2025Feb 19, 2026
Mcguire Capital Advisors IncBuy+2,330—2,330$405.86KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+796,361—796,361$139.78MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+21,566—21,566$3.76MQ4 2025Feb 18, 2026
State Of Tennessee, Department Of TreasuryBuy+19,376—19,376$3.26MQ4 2025Feb 18, 2026
Cim, LlcBuy+8,200—8,200$1.43MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+4,111—4,111$716.02KQ4 2025Feb 18, 2026
Vestgen Investment ManagementBuy+3,672—3,672$639.63KQ4 2025Feb 18, 2026
Vident Advisory, LlcBuy+2,676—2,676$466.25KQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+2,054—2,054$357.79KQ4 2025Feb 18, 2026
Ameriflex Group, Inc.Buy+181—181$31.53KQ4 2025Feb 18, 2026
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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.