ETF Holdings Breakdown of HLI

Stock Name	Houlihan Lokey Inc
Ticker	HLI(USD) NYSE
TYPE	Common Stock
Country	USA
ISIN	US4415931009
LEI	549300S3CNGTQ1QZVY46

HLI institutional holdings

The following institutional investment holdings of HLI have been identified

Date ETF ISIN/Name Num Shares Book value
2025-09-26 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 36,569 USD 7,532,117

2025-09-26 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 5,469 USD 1,126,450

2025-09-26 IE000NITTFF2 (iShares Russell 1000 Growth UCITS ETF) 284 USD 58,495 0.3%

2025-09-26 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 251 USD 51,698 0.3%

2025-09-26 IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF) 287 USD 59,113

Total = 42,860 USD 8,827,873
Book value of shares is calculated on the adjusted close price of each day (row).

Date	ETF ISIN/Name	Num Shares	Book value
2025-09-26	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	36,569	USD 7,532,117
2025-09-26	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	5,469	USD 1,126,450
2025-09-26	IE000NITTFF2 (iShares Russell 1000 Growth UCITS ETF)	284	USD 58,495 0.3%
2025-09-26	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	251	USD 51,698 0.3%
2025-09-26	IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF)	287	USD 59,113
Total =	42,860	USD 8,827,873

News associated with HLI

Morgan Stanley Forecasts Strong Price Appreciation for Houlihan Lokey (NYSE:HLI) Stock: Houlihan Lokey (NYSE:HLI – Get Free Report) had its price target raised by equities research analysts at Morgan Stanley from $192.00 to $213.00 in a research report issued on Monday, MarketBeat Ratings reports. The brokerage presently has an “overweight” rating on the financial services provider’s stock. Morgan Stanley’s target price would suggest a potential upside […] - 2025-09-10 02:54:51
Paul Eric Siegert Sells 40,000 Shares of Houlihan Lokey (NYSE:HLI) Stock: Houlihan Lokey, Inc. (NYSE:HLI – Get Free Report) Chairman Paul Eric Siegert sold 40,000 shares of Houlihan Lokey stock in a transaction that occurred on Wednesday, August 27th. The stock was sold at an average price of $199.95, for a total transaction of $7,998,000.00. The transaction was disclosed in a filing with the Securities & […] - 2025-08-31 05:48:56
Maryland State Retirement & Pension System Sells 488 Shares of Houlihan Lokey, Inc. (NYSE:HLI): Maryland State Retirement & Pension System cut its stake in Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 16.6% in the first quarter, HoldingsChannel reports. The fund owned 2,450 shares of the financial services provider’s stock after selling 488 shares during the period. Maryland State Retirement & Pension System’s holdings in Houlihan Lokey were worth […] - 2025-08-17 05:15:03
Charles Schwab Investment Management Inc. Sells 4,189 Shares of Houlihan Lokey, Inc. (NYSE:HLI): Charles Schwab Investment Management Inc. reduced its position in shares of Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 0.7% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 598,767 shares of the financial services provider’s stock after selling 4,189 shares during […] - 2025-08-13 05:10:47
Houlihan Lokey, Inc. (NYSE:HLI) Receives $206.40 Average Target Price from Analysts: Houlihan Lokey, Inc. (NYSE:HLI – Get Free Report) has earned an average rating of “Moderate Buy” from the five ratings firms that are currently covering the firm, Marketbeat reports. Two equities 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 […] - 2025-08-13 03:04:43
Vanguard Group Inc. Buys 41,030 Shares of Houlihan Lokey, Inc. (NYSE:HLI): Vanguard Group Inc. increased its holdings in shares of Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 0.8% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 5,306,604 shares of the financial services provider’s stock after purchasing an additional 41,030 shares during the quarter. […] - 2025-08-12 05:22:52
Houlihan Lokey, Inc. (NYSE:HLI) Shares Sold by Avantax Advisory Services Inc.: Avantax Advisory Services Inc. lowered its holdings in Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 18.6% during the first quarter, Holdings Channel.com reports. The firm owned 4,286 shares of the financial services provider’s stock after selling 978 shares during the period. Avantax Advisory Services Inc.’s holdings in Houlihan Lokey were worth $692,000 at the […] - 2025-08-05 05:20:47
Validea Motley Fool Strategy Daily Upgrade Report - 7/29/2025: The following are today's upgrades for Validea's Small-Cap Growth Investor model based on the published strategy of Motley Fool. This strategy looks for small cap growth stocks with solid fundamentals and strong price performance.HOULIHAN LOKEY INC (HLI) is a large-cap growth sto - 2025-07-29 06:42:34
Rep. Kelly Morrison Sells Off Shares of Houlihan Lokey, Inc. (NYSE:HLI): Representative Kelly Morrison (D-Minnesota) recently sold shares of Houlihan Lokey, Inc. (NYSE:HLI). In a filing disclosed on June 18th, the Representative disclosed that they had sold between $1,001 and $15,000 in Houlihan Lokey stock on June 4th. The trade occurred in the Representative’s “TRUST 5” account. Representative Kelly Morrison also recently made the following trade(s): […] - 2025-07-29 03:04:50
Signaturefd LLC Increases Stake in Houlihan Lokey, Inc. (NYSE:HLI): Signaturefd LLC grew its position in shares of Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 85.6% in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 644 shares of the financial services provider’s stock after buying an additional 297 shares during the quarter. Signaturefd […] - 2025-07-22 07:20:54
Cwm LLC Cuts Stock Position in Houlihan Lokey, Inc. (NYSE:HLI): Cwm LLC reduced its position in Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 12.6% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 9,294 shares of the financial services provider’s stock after selling 1,335 shares during the quarter. Cwm LLC’s holdings in Houlihan […] - 2025-07-20 05:24:52
HLI Crosses Above Average Analyst Target: In recent trading, shares of Houlihan Lokey Inc (Symbol: HLI) have crossed above the average analyst 12-month target price of $190.67, changing hands for $194.50/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on - 2025-07-17 10:41:15
Arizona State Retirement System Has $2.49 Million Position in Houlihan Lokey, Inc. (NYSE:HLI): Arizona State Retirement System trimmed its holdings in shares of Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 0.4% in the first quarter, HoldingsChannel reports. The institutional investor owned 15,419 shares of the financial services provider’s stock after selling 64 shares during the period. Arizona State Retirement System’s holdings in Houlihan Lokey were worth $2,490,000 […] - 2025-07-17 05:51:09
Xponance Inc. Has $1.07 Million Stock Position in Houlihan Lokey, Inc. (NYSE:HLI): Xponance Inc. lifted its stake in Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 2.0% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 6,650 shares of the financial services provider’s stock after purchasing an additional 132 shares during the quarter. Xponance Inc.’s holdings in […] - 2025-07-16 07:23:14
Houlihan Lokey, Inc. (NYSE:HLI) Shares Sold by Bank of New York Mellon Corp: Bank of New York Mellon Corp lowered its position in Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 0.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 484,041 shares of the financial services provider’s stock after selling 2,923 shares during the […] - 2025-07-11 05:41:02
Teacher Retirement System of Texas Sells 37,070 Shares of Houlihan Lokey, Inc. (NYSE:HLI): Teacher Retirement System of Texas trimmed its position in Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 64.4% in the first quarter, according to its most recent filing with the SEC. The fund owned 20,458 shares of the financial services provider’s stock after selling 37,070 shares during the period. Teacher Retirement System of Texas’ holdings […] - 2025-07-09 05:13:11
Irwin Gold Sells 5,000 Shares of Houlihan Lokey, Inc. (NYSE:HLI) Stock: Houlihan Lokey, Inc. (NYSE:HLI – Get Free Report) Chairman Irwin Gold sold 5,000 shares of the firm’s stock in a transaction dated Monday, June 30th. The stock was sold at an average price of $182.81, for a total value of $914,050.00. The sale was disclosed in a document filed with the SEC, which is available […] - 2025-07-02 05:13:08
Houlihan Lokey, Inc. (NYSE:HLI) Stock Holdings Increased by Wealth Enhancement Advisory Services LLC: Wealth Enhancement Advisory Services LLC raised its stake in Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 5.9% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 29,103 shares of the financial services provider’s stock after acquiring an additional 1,618 shares during […] - 2025-06-26 04:30:55
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 04:44:55
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 02:16:45
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 05:56:52
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 05:03:04
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 05:38:53
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 08:26:34
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 05:50:53
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 05:14:49
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 05:16:52
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 03:06:53
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 06:02:55
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 05:13:06

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