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Get Institutions for : 
Houlihan Lokey, Inc. (HLI)  
$131.90 1.35 (1.03%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 379    32
Total shares held : 
 53,919,059  
% of shares held : 
 94.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   33  
Amount of shares held : 
 4,044,393  
% of shares held change : 
   7.05%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $105.53  
Last Quarter's Ending Price : 
 $119.91  
Last Quarter's Average Price : 
 $108.42  
Change from last quarter's     
avg. price to the last closing  : 
23.48 (21.66%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
58
 1,114,070
 2.07%
 
Increased Positions :
129
 6,013,210
 11.15%
 
Unchanged Positions :
64
 591,480
 1.1%
 
Decreased Positions :
128
-2,719,174
-5.04%
 
Closed Positions :
26
-363,713
-0.67%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLINGTON MANAGEMENT CO LLP 335 - 2023-12-31 2,221,017 $266,322,000 -502,670
   T. Rowe Price Investment Management Inc. 209 - 2023-12-31 1,346,823 $161,498,000 -9,589
   BAMCO INC /NY/ 45 - 2023-12-31 1,298,610 $155,716,000 -967
   CLEARBRIDGE ADVISORS LLC 196 - 2023-12-31 1,094,417 $131,232,000 -85,078
   NEUBERGER BERMAN GROUP LLC 241 - 2023-12-31 1,034,226 $124,014,000 -9,618
   ALLIANCEBERNSTEIN L.P. 404 - 2023-12-31 834,811 $100,102,000 -776,940
   VAN BERKOM & ASSOCIATES INC. 8 - 2023-12-31 797,863 $95,672,000 -69,173
   MORGAN STANLEY 1275 - 2023-12-31 711,270 $85,289,000 -11,772
   DIMENSIONAL FUND ADVISORS INC 1131 - 2023-12-31 632,451 $75,840,000 -32,314
   POLEN CAPITAL MANAGEMENT INC 38 - 2023-12-31 127,298 $67,859,000 -1,669
   BANK OF NEW YORK MELLON CORP 881 - 2024-03-31 511,661 $65,590,000 -27,472
   NATIXIS ASSET MANAGEMENT ADVISORS LP 166 - 2024-03-31 465,855 $59,718,000 -79,380
   GANNETT WELSH & KOTLER 59 - 2023-12-31 485,994 $58,275,000 -148,930
   BROWN ADVISORY HOLDINGS INC 203 - 2024-03-31 402,603 $51,610,000 -5,874
   GOLDMAN SACHS GROUP INC/ 1073 - 2023-12-31 359,611 $43,121,000 -14,401
   MACQUARIE GROUP LTD 481 - 2023-12-31 355,369 $42,612,000 -17,803
   FRANKLIN RESOURCES INC 559 - 2023-12-31 315,948 $37,885,000 -169,623
   ANCORA ADVISORS, LLC 31 - 2023-12-31 281,745 $33,784,000 -1,135
   ROYCE & ASSOCIATES LLC 126 - 2023-12-31 208,634 $25,017,000 -57,542
   JENNISON ASSOCIATES LLC 317 - 2023-12-31 185,412 $22,233,000 -143,817
   EMERALD ADVISERS INC/PA 48 - 2023-12-31 164,212 $19,691,000 -2,757
   GRANTHAM MAYO VAN OTTERLOO & CO LLC 172 - 2023-12-31 161,938 $19,418,000 -33,554
   UBS Group AG 1108 - 2023-12-31 160,517 $19,248,000 -14,109
   GHP INVESTMENT ADVISORS INC 22 - 2024-03-31 132,731 $17,015,000 -1,389
   SCHRODER INVESTMENT MANAGEMENT GROUP 539 - 2023-12-31 117,165 $14,049,000 -11,493
   WAYNE HUMMER ASSET MANAGEMENT CO 160 - 2023-12-31 114,657 $13,749,000 -2,088
   J P MORGAN CHASE & CO 1841 - 2023-12-31 109,336 $13,111,000 -6,520
   Swiss National Bank 804 - 2023-12-31 101,236 $12,139,000 -10,500
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 807 - 2023-12-31 96,181 $11,533,000 -2,310
   PIER CAPITAL LLC 8 - 2023-12-31 95,476 $11,449,000 -936
   GRANDEUR PEAK GLOBAL ADVISORS, LLC 30 - 2023-12-31 85,130 $10,208,000 -2,186
   Russell Investments Group Ltd. 806 - 2023-12-31 80,183 $9,615,000 -2,879
   FIL LTD 511 - 2023-12-31 79,307 $9,510,000 -43,171
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 392 - 2023-12-31 77,923 $9,344,000 -923
   Franklin Parlapiano Turner & Welch LLC - 2023-12-31 76,402 $9,161,000 -4,334
   FIRST TRUST ADVISORS LP 1089 - 2023-12-31 63,746 $7,644,000 -22,257
   CRAWFORD INVESTMENT COUNSEL INC 110 - 2023-12-31 60,301 $7,231,000 -508
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 792 - 2023-12-31 54,199 $6,499,000 -2,013
   WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC 16 - 2023-12-31 48,150 $5,774,000 -189
   FINEMARK NATIONAL BANK & TRUST 94 - 2023-12-31 47,801 $5,732,000 -537
   Point72 Asset Management L.P. 676 - 2023-12-31 43,200 $5,180,000 -117,438
   BB&T CORP 867 - 2023-12-31 40,318 $4,835,000 -4,556
   OPPENHEIMER ASSET MANAGEMENT INC 327 - 2023-12-31 35,752 $4,287,000 -1,569
   FIERA SCEPTRE INC. 222 - 2023-12-31 33,381 $4,003,000 -2,869
   US BANCORP 637 - 2023-12-31 30,699 $3,681,000 -1,598
   AMALGAMATED BANK 622 - 2024-03-31 28,436 $3,645,000 -5,198
   WEIL COMPANY INC 18 - 2023-12-31 30,373 $3,642,000 -5,658
   Advisor Group Holdings Inc. 1461 - 2023-12-31 28,485 $3,417,000 -11,796
   YOUSIF CAPITAL MANAGEMENT LLC 561 - 2024-03-31 24,344 $3,121,000 -344
   WEST COAST FINANCIAL LLC 51 - 2024-03-31 23,705 $3,039,000 -1,581
   JANUS HENDERSON GROUP PLC 1048 - 2023-12-31 24,121 $2,892,000 -40
   REGIONS FINANCIAL CORP 320 - 2024-03-31 21,289 $2,729,000 -192
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 349 - 2023-12-31 20,976 $2,515,000 -377
   MML INVESTORS SERVICES LLC 927 - 2023-12-31 19,327 $2,318,000 -1,926
   PNC FINANCIAL SERVICES GROUP INC 860 - 2023-12-31 17,940 $2,151,000 -1,292
   DAVENPORT & CO LLC - 2023-12-31 17,376 $2,084,000 -946
   Taylor Frigon Capital Management LLC 49 - 2024-03-31 15,094 $1,935,000 -311
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 748 - 2023-09-30 17,975 $1,926,000 -934
   KENNEDY CAPITAL MANAGEMENT INC 504 - 2023-12-31 15,460 $1,854,000 -3,185
   CWM LLC 640 - 2024-03-31 14,430 $1,850,000 -737
   Geneos Wealth Management Inc. - 2023-12-31 15,419 $1,849,000 -204
   ARIZONA STATE RETIREMENT SYSTEM - 2023-12-31 14,366 $1,723,000 -107
   Intercontinental Wealth Advisors LLC 46 - 2023-06-30 16,843 $1,656,000 -20
   HSBC HOLDINGS PLC 1270 - 2023-12-31 12,107 $1,455,000 -7,572
   TEACHER RETIREMENT SYSTEM OF TEXAS 791 - 2023-12-31 12,013 $1,440,000 -240
   Envestnet Portfolio Solutions Inc. 692 - 2023-12-31 11,730 $1,406,000 -434
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 895 - 2024-03-31 10,886 $1,395,000 -519
   EFG Asset Management (North America) Corp. 157 - 2023-12-31 10,241 $1,228,000 -2,306
   Laurel Wealth Advisors Inc. 188 - 2022-12-31 13,199 $1,150,000 -1,027
   CAPTRUST FINANCIAL ADVISORS 1178 - 2023-12-31 9,503 $1,140,000 -2,744
   PARK AVENUE SECURITIES LLC 623 - 2024-03-31 8,412 $1,078,000 -1,267
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2806 - 2023-12-31 8,299 $995,000 -108,229
   FourThought Financial Partners LLC 130 - 2023-12-31 8,021 $962,000 -520
   O SHAUGHNESSY ASSET MANAGEMENT LLC 776 - 2023-12-31 7,812 $937,000 -69
   CONNABLE OFFICE INC 95 - 2023-12-31 7,660 $919,000 -335
   Integrated Wealth Concepts LLC 765 - 2023-12-31 7,438 $892,000 -758
   GUGGENHEIM CAPITAL LLC 1215 - 2023-12-31 7,301 $875,000 -471
   Integrated Investment Consultants LLC 66 - 2024-03-31 6,684 $857,000 -1,075
   CITADEL ADVISORS LLC 3108 - 2023-12-31 6,912 $829,000 -14,306
   Interval Partners LLC 163 - 2023-12-31 6,675 $800,000 -82,579
   Beverly Hills Private Wealth LLC 110 - 2023-12-31 6,425 $770,000 -1,034
   PDT PARTNERS, LLC 333 - 2023-12-31 6,351 $762,000 -1,810
   NBC SECURITIES INC. 309 - 2024-03-31 5,904 $756,000 -4,195
   NAPLES GLOBAL ADVISORS LLC 242 - 2023-12-31 6,005 $720,000 -995
   Brookstone Capital Management 550 - 2024-03-31 5,438 $697,000 -327
   D E SHAW & CO INC 2093 - 2023-12-31 5,749 $689,000 -9,149
   AQR CAPITAL MANAGEMENT LLC 1760 - 2023-12-31 5,512 $661,000 -2,537
   COMMERCE BANK N A/MO 766 - 2023-12-31 5,136 $616,000 -1,840
   MONETA GROUP INVESTMENT ADVISORS INC 311 - 2023-12-31 4,990 $598,000 -88
   INTRUST BANK NA 218 - 2023-12-31 4,924 $590,000 -26
   PICTET ASSET MANAGEMENT SA 1163 - 2023-06-30 5,978 $588,000 -541
   STATE OF WISCONSIN INVESTMENT BOARD 1625 - 2023-12-31 4,874 $584,000 -917
   ADVANTUS CAPITAL MANAGEMENT INC 675 - 2024-03-31 4,256 $546,000 -100
   RESOURCES MANAGEMENT CORP /CT/ /ADV 154 - 2023-12-31 4,468 $536,000 -155
   STUDIO INVESTMENT MANAGEMENT LLC 94 - 2023-12-31 4,348 $521,000 -818
   ALPINE WOODS CAPITAL INVESTORS LLC - 2023-12-31 4,300 $516,000 -570
   Summit Trail Advisors LLC 337 - 2024-03-31 3,939 $505,000 -87
   EQUITABLE TRUST CO 303 - 2024-03-31 3,892 $499,000 -3,547
   Orion Portfolio Solutions LLC 1217 - 2023-12-31 4,154 $485,000 -89
   INTECH INVESTMENT MANAGEMENT LLC 568 - 2023-12-31 3,830 $459,000 -1,646
  100 Records found
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