ETF Holdings Breakdown of HLI

News associated with HLI

Envestnet Portfolio Solutions Inc. Sells 2,361 Shares of Houlihan Lokey, Inc. (NYSE:HLI)

Envestnet Portfolio Solutions Inc. lessened its stake in shares of Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 20.5% during the 1st quarter, Holdings Channel reports. The fund owned 9,161 shares of the financial services provider’s stock after selling 2,361 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in Houlihan Lokey were worth $1,480,000 […] - 2025-06-24 07:44:55

Houlihan Lokey, Inc. (NYSE:HLI) Receives $185.00 Average PT from Brokerages

Shares of Houlihan Lokey, Inc. (NYSE:HLI – Get Free Report) have been assigned an average recommendation of “Moderate Buy” from the six ratings firms that are covering the firm, MarketBeat Ratings reports. Three investment analysts have rated the stock with a hold rating and three have given a buy rating to the company. The average […] - 2025-06-24 05:16:45

QRG Capital Management Inc. Buys 439 Shares of Houlihan Lokey, Inc. (NYSE:HLI)

QRG Capital Management Inc. grew its stake in Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 9.7% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,987 shares of the financial services provider’s stock after purchasing an additional 439 shares during the quarter. QRG […] - 2025-06-22 08:56:52

Janney Montgomery Scott LLC Cuts Stock Holdings in Houlihan Lokey, Inc. (NYSE:HLI)

Janney Montgomery Scott LLC decreased its holdings in shares of Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 4.8% in the 1st quarter, Holdings Channel reports. The firm owned 90,681 shares of the financial services provider’s stock after selling 4,617 shares during the period. Janney Montgomery Scott LLC’s holdings in Houlihan Lokey were worth $14,645,000 […] - 2025-06-20 08:03:04

Elevation Point Wealth Partners LLC Buys New Position in Houlihan Lokey, Inc. (NYSE:HLI)

Elevation Point Wealth Partners LLC purchased a new stake in Houlihan Lokey, Inc. (NYSE:HLI – Free Report) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 3,830 shares of the financial services provider’s stock, valued at approximately $619,000. A number of other […] - 2025-06-16 08:38:53

Houlihan Lokey Reaches Analyst Target Price

In recent trading, shares of Houlihan Lokey Inc (Symbol: HLI) have crossed above the average analyst 12-month target price of $174.86, changing hands for $175.44/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on - 2025-06-13 11:26:34

Houlihan Lokey, Inc. (NYSE:HLI) Shares Sold by Park Avenue Securities LLC

Park Avenue Securities LLC cut its stake in shares of Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 1.2% during the first quarter, Holdings Channel.com reports. The institutional investor owned 9,183 shares of the financial services provider’s stock after selling 113 shares during the quarter. Park Avenue Securities LLC’s holdings in Houlihan Lokey were worth […] - 2025-06-12 08:50:53

UMB Bank n.a. Has $222,000 Stake in Houlihan Lokey, Inc. (NYSE:HLI)

UMB Bank n.a. boosted its holdings in shares of Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 52.1% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 1,372 shares of the financial services provider’s stock after buying an additional 470 shares during the period. UMB Bank n.a.’s holdings in Houlihan Lokey were worth $222,000 […] - 2025-06-12 08:14:49

Squarepoint Ops LLC Sells 6,131 Shares of Houlihan Lokey, Inc. (NYSE:HLI)

Squarepoint Ops LLC decreased its stake in shares of Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 72.3% during the fourth quarter, HoldingsChannel reports. The firm owned 2,350 shares of the financial services provider’s stock after selling 6,131 shares during the quarter. Squarepoint Ops LLC’s holdings in Houlihan Lokey were worth $408,000 at the end […] - 2025-06-06 08:16:52

Houlihan Lokey, Inc. (NYSE:HLI) Receives $185.00 Consensus PT from Analysts

Shares of Houlihan Lokey, Inc. (NYSE:HLI – Get Free Report) have been assigned an average recommendation of “Moderate Buy” from the six brokerages that are currently covering the stock, Marketbeat.com reports. Three research analysts have rated the stock with a hold recommendation and three have given a buy recommendation to the company. The average 1 […] - 2025-05-30 06:06:53

Vident Advisory LLC Lowers Stock Holdings in Houlihan Lokey, Inc. (NYSE:HLI)

Vident Advisory LLC lessened its holdings in Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 4.9% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 2,271 shares of the financial services provider’s stock after selling 116 shares during the period. Vident Advisory LLC’s holdings in Houlihan Lokey […] - 2025-05-28 09:02:55

ProShare Advisors LLC Purchases 192 Shares of Houlihan Lokey, Inc. (NYSE:HLI)

ProShare Advisors LLC boosted its position in Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 8.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,507 shares of the financial services provider’s stock after buying an additional 192 shares during the quarter. ProShare Advisors […] - 2025-05-28 08:13:06

3,143 Shares in Houlihan Lokey, Inc. (NYSE:HLI) Bought by Baird Financial Group Inc.

Baird Financial Group Inc. bought a new position in shares of Houlihan Lokey, Inc. (NYSE:HLI – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 3,143 shares of the financial services provider’s stock, valued at approximately $546,000. A number […] - 2025-05-16 09:04:52

Houlihan Lokey, Inc. (NYSE:HLI) Shares Sold by Mercer Global Advisors Inc. ADV

Mercer Global Advisors Inc. ADV lessened its holdings in shares of Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 40.9% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,626 shares of the financial services provider’s stock after selling 1,815 shares […] - 2025-05-14 08:30:58

Houlihan Lokey, Inc. (NYSE:HLI) Receives $183.40 Average PT from Analysts

Houlihan Lokey, Inc. (NYSE:HLI – Get Free Report) has been given a consensus rating of “Moderate Buy” by the six ratings firms that are currently covering the firm, MarketBeat reports. Three analysts have rated the stock with a hold recommendation and three have issued a buy recommendation on the company. The average 1 year price […] - 2025-05-05 05:34:57

HLI Makes Bullish Cross Above Critical Moving Average

In trading on Friday, shares of Houlihan Lokey Inc (Symbol: HLI) crossed above their 200 day moving average of $165.91, changing hands as high as $167.73 per share. Houlihan Lokey Inc shares are currently trading up about 1.6% on the day. The chart below shows the one year per - 2025-05-02 15:51:02

Houlihan Lokey, Inc. (NYSE:HLI) Position Lessened by Federated Hermes Inc.

Federated Hermes Inc. decreased its position in Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 3.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 5,057 shares of the financial services provider’s stock after selling 179 shares during the period. Federated Hermes […] - 2025-04-16 07:34:56

Wells Fargo & Company Lowers Houlihan Lokey (NYSE:HLI) Price Target to $170.00

Houlihan Lokey (NYSE:HLI – Free Report) had its price target decreased by Wells Fargo & Company from $179.00 to $170.00 in a research note issued to investors on Tuesday,Benzinga reports. Wells Fargo & Company currently has an overweight rating on the financial services provider’s stock. Other research analysts have also recently issued reports about the […] - 2025-04-09 07:46:55

Morgan Stanley Lowers Houlihan Lokey (NYSE:HLI) Price Target to $156.00

Houlihan Lokey (NYSE:HLI – Free Report) had its target price decreased by Morgan Stanley from $190.00 to $156.00 in a report issued on Monday morning,Benzinga reports. Morgan Stanley currently has an overweight rating on the financial services provider’s stock. Several other brokerages have also recently issued reports on HLI. StockNews.com cut Houlihan Lokey from a […] - 2025-04-08 06:08:48

Houlihan Lokey, Inc. (NYSE:HLI) Given Consensus Recommendation of “Moderate Buy” by Analysts

Shares of Houlihan Lokey, Inc. (NYSE:HLI – Get Free Report) have received an average recommendation of “Moderate Buy” from the six brokerages that are presently covering the stock, Marketbeat reports. Three research analysts have rated the stock with a hold rating and three have assigned a buy rating to the company. The average 12-month price […] - 2025-04-07 06:07:03

LPL Financial LLC Purchases 28,398 Shares of Houlihan Lokey, Inc. (NYSE:HLI)

LPL Financial LLC increased its position in Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 50.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 84,159 shares of the financial services provider’s stock after purchasing an additional 28,398 shares during the […] - 2025-04-02 08:19:11

Amundi Purchases 12,451 Shares of Houlihan Lokey, Inc. (NYSE:HLI)

Amundi raised its stake in Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 9,223.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 12,586 shares of the financial services provider’s stock after purchasing an additional 12,451 shares during the quarter. Amundi’s holdings […] - 2025-03-18 08:38:51

M&T Bank Corp Purchases 92 Shares of Houlihan Lokey, Inc. (NYSE:HLI)

M&T Bank Corp grew its position in Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 2.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,771 shares of the financial services provider’s stock after acquiring an additional 92 shares during the period. M&T […] - 2025-03-13 08:37:06

Houlihan Lokey (NYSE:HLI) Upgraded by Wells Fargo & Company to “Overweight” Rating

Houlihan Lokey (NYSE:HLI – Get Free Report) was upgraded by stock analysts at Wells Fargo & Company from an “underweight” rating to an “overweight” rating in a research note issued to investors on Tuesday, MarketBeat Ratings reports. The brokerage currently has a $179.00 target price on the financial services provider’s stock, down from their prior […] - 2025-03-13 06:18:46

Critical Contrast: Houlihan Lokey (NYSE:HLI) & Acadian Asset Management (NYSE:AAMI)

Acadian Asset Management (NYSE:AAMI – Get Free Report) and Houlihan Lokey (NYSE:HLI – Get Free Report) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength of their profitability, institutional ownership, dividends, risk, earnings, analyst recommendations and valuation. Institutional and Insider Ownership 98.7% of Acadian […] - 2025-03-11 07:52:49

Assetmark Inc. Increases Stake in Houlihan Lokey, Inc. (NYSE:HLI)

Assetmark Inc. increased its holdings in Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 7.6% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 10,560 shares of the financial services provider’s stock after purchasing an additional 747 shares during the period. Assetmark Inc.’s holdings in Houlihan […] - 2025-03-11 07:51:12

StockNews.com Downgrades Houlihan Lokey (NYSE:HLI) to Hold

Houlihan Lokey (NYSE:HLI – Get Free Report) was downgraded by research analysts at StockNews.com from a “buy” rating to a “hold” rating in a research note issued to investors on Tuesday. A number of other research firms have also recently commented on HLI. Morgan Stanley increased their price target on shares of Houlihan Lokey from […] - 2025-02-27 06:15:05

Houlihan Lokey, Inc. (NYSE:HLI) Stock Position Lifted by CIBC Asset Management Inc

CIBC Asset Management Inc grew its holdings in shares of Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 5.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,617 shares of the financial services provider’s stock after purchasing an additional 77 shares during the period. CIBC […] - 2025-02-25 08:36:54

Principal Financial Group Inc. Decreases Stock Position in Houlihan Lokey, Inc. (NYSE:HLI)

Principal Financial Group Inc. cut its position in Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 0.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 122,906 shares of the financial services provider’s stock after selling 189 shares during the quarter. Principal Financial Group Inc. […] - 2025-02-24 09:28:53

Empowered Funds LLC Increases Stake in Houlihan Lokey, Inc. (NYSE:HLI)

Empowered Funds LLC lifted its stake in Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 32.2% in the 4th quarter, HoldingsChannel.com reports. The firm owned 19,050 shares of the financial services provider’s stock after acquiring an additional 4,641 shares during the period. Empowered Funds LLC’s holdings in Houlihan Lokey were worth $3,308,000 as of its […] - 2025-02-13 10:12:48

HLI institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-06-23	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	33,722	USD 5,973,852
2025-06-23	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	5,112	USD 905,591
2025-06-23	IE000NITTFF2 (iShares Russell 1000 Growth UCITS ETF)	103	USD 18,246
2025-06-23	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	200	USD 35,430 2.4%
2025-06-23	IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF)	391	USD 69,266
2025-03-10	IE000WHL2ZK1 (iShares U.S. Equity High Income UCITS ETF USD Inc)	545	USD 84,164 -2.0%
2025-06-23	IE000D8XC064 (iShares World Equity Enhanced Active UCITS ETF USD (Acc))	80	USD 14,172
Total =		40,153	USD 7,100,721

Book value of shares is calculated on the adjusted close price of each day (row).

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