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Houlihan Lokey (HLI) Institutional Ownership

Houlihan Lokey logo
$181.21 +1.64 (+0.91%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Houlihan Lokey (NYSE:HLI)

Current
Institutional Ownership
Percentage
78.07%
Number of
Institutional Buyers
(last 12 months)
206
Total
Institutional Inflows
(last 12 months)
$715.01M
Number of
Institutional Sellers
(last 12 months)
151
Total
Institutional Outflows
(last 12 months)
$539.42M
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HLI Institutional Buying and Selling by Quarter

Houlihan Lokey Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Avior Wealth Management LLC11,218$1.95M0.1%-7.3%0.016%
1/17/2025Janney Montgomery Scott LLC95,298$16.55M0.0%+1,823.3%0.137%
1/17/2025SG Americas Securities LLC18,081$3.14M0.0%+1,148.7%0.026%
1/17/2025Barlow Wealth Partners Inc.201,650$35.35M4.5%+11.8%0.290%
1/17/2025Nisa Investment Advisors LLC1,387$241K0.0%+12.1%0.002%
1/15/2025 J2 Capital Management Inc1,929$335K0.3%N/A0.003%
1/15/2025 West Coast Financial LLC20,312$3.53M0.4%-7.7%0.029%
1/14/2025 Steph & Co.1,318$229K0.1%-31.7%0.002%
1/14/2025 Argent Capital Management LLC242,451$42.10M1.2%+0.7%0.349%
1/14/2025 Outlook Wealth Advisors LLC2,550$443K0.1%N/A0.004%
1/14/2025 Park Avenue Securities LLC9,296$1.61M0.0%+20.8%0.013%
1/14/2025 Assenagon Asset Management S.A.124,456$21.61M0.0%N/A0.179%
1/13/2025 Gunderson Capital Management Inc.29,556$5.13M2.5%N/A0.043%
1/13/2025 PFW Advisors LLC1,402$243K0.1%N/A0.002%
1/13/2025 Brookstone Capital Management3,985$692K0.0%-6.0%0.006%
1/10/2025 Wealth Enhancement Advisory Services LLC26,706$4.22M0.0%+1.8%0.038%
1/8/2025 Fulton Bank N.A.7,621$1.32M0.1%+5.8%0.011%
1/6/2025 Nordea Investment Management AB277,008$48.28M0.1%-34.2%0.399%
1/3/2025 GAMMA Investing LLC1,730$300K0.0%+21.6%0.002%
12/26/2024JPMorgan Chase & Co.121,182$19.15M0.0%-20.3%0.174%
12/19/2024Principal Financial Group Inc.123,095$19.45M0.0%-29.4%0.177%
12/13/2024Lord Abbett & CO. LLC153,000$24.18M0.1%N/A0.220%
12/6/2024Retirement Systems of Alabama64,528$10.20M0.0%-0.2%0.093%
11/27/2024Franklin Resources Inc.273,701$46.36M0.0%-8.0%0.394%
11/25/2024Tidal Investments LLC16,695$2.64M0.0%+14.1%0.024%
11/25/2024Sanctuary Advisors LLC20,007$3.16M0.0%+30.3%0.029%
11/18/2024Teachers Retirement System of The State of Kentucky17,440$2.76M0.0%-2.6%0.025%
11/16/2024Geode Capital Management LLC970,559$153.41M0.0%+2.8%1.396%
11/15/2024Vestcor Inc35,281$5.58M0.2%+5.4%0.051%
11/15/2024Barclays PLC36,821$5.82M0.0%+21.4%0.053%
11/15/2024Public Employees Retirement System of Ohio40,471$6.40M0.0%-2.5%0.058%
11/15/2024MML Investors Services LLC19,845$3.14M0.0%+10.4%0.029%
11/15/2024Pier Capital LLC67,090$10.60M1.5%+0.5%0.096%
11/15/2024Dorsey Wright & Associates21,456$3.39M0.8%N/A0.031%
11/15/2024Orion Portfolio Solutions LLC7,921$1.25M0.0%+147.8%0.011%
11/15/2024XTX Topco Ltd1,949$308K0.0%-61.7%0.003%
11/15/2024iSAM Funds UK Ltd2,195$347K0.2%N/A0.003%
11/15/2024Voya Financial Advisors Inc.2,330$367K0.0%+23.9%0.003%
11/15/2024Wellington Management Group LLP1,850,640$292.44M0.1%-6.8%2.662%
11/15/2024State Street Corp1,615,467$255.28M0.0%+1.3%2.323%
11/15/2024Stifel Financial Corp89,788$14.19M0.0%+42.5%0.129%
11/15/2024Quarry LP483$76K0.0%N/A0.001%
11/15/2024Polymer Capital Management HK LTD3,200$506K0.1%N/A0.005%
11/15/2024IHT Wealth Management LLC1,688$268K0.0%N/A0.002%
11/15/2024Integrated Wealth Concepts LLC10,034$1.59M0.0%+15.9%0.014%
11/15/2024HighTower Advisors LLC257,910$40.78M0.1%-6.9%0.371%
11/15/2024Centiva Capital LP2,582$408K0.0%N/A0.004%
11/15/2024Cinctive Capital Management LP7,426$1.17M0.1%-71.4%0.011%
11/15/2024Benjamin Edwards Inc.1,548$245K0.0%+17,100.0%0.002%
11/15/2024Azora Capital LP83,722$13.23M0.7%N/A0.120%
11/15/2024Bamco Inc. NY1,144,679$180.88M0.5%-11.5%1.646%
11/14/2024Edgestream Partners L.P.8,761$1.38M0.1%-84.9%0.013%
11/14/2024Eventide Asset Management LLC168,910$26.69M0.5%-28.1%0.243%
11/14/2024Captrust Financial Advisors4,902$775K0.0%-4.1%0.007%
11/14/2024Woodson Capital Management LP38,600$6.10M1.2%-38.7%0.056%
11/14/2024Rockefeller Capital Management L.P.10,053$1.59M0.0%-19.2%0.014%
11/14/2024Isthmus Partners LLC5,080$803K0.1%N/A0.007%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC165,783$26.20M0.0%-6.9%0.238%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank11,814$1.87M0.0%+5.8%0.017%
11/14/2024MetLife Investment Management LLC27,662$4.37M0.0%-0.4%0.040%
11/13/2024Glenmede Trust Co. NA3,618$572K0.0%+13.1%0.005%
11/13/2024Bridgewater Associates LP6,749$1.07M0.0%+4.1%0.010%
11/13/2024Cynosure Group LLC2,263$358K0.1%-21.5%0.003%
11/13/2024Townsquare Capital LLC25,654$4.05M0.0%+6.6%0.037%
11/13/2024BNP Paribas Financial Markets83,986$13.27M0.0%-2.8%0.121%
11/13/2024FMR LLC1,713,573$270.78M0.0%-0.2%2.465%
11/13/2024The Manufacturers Life Insurance Company44,016$6.96M0.0%-2.1%0.063%
11/13/2024Dynamic Technology Lab Private Ltd6,643$1.05M0.1%+78.6%0.010%
11/13/2024Daiwa Securities Group Inc.19,493$3.08M0.0%-3.5%0.028%
11/12/2024Summit Trail Advisors LLC4,907$775K0.0%-3.8%0.007%
11/12/2024Okabena Investment Services Inc.1,382$218K0.1%N/A0.002%
11/12/2024Algert Global LLC23,129$3.66M0.1%+58.4%0.033%
11/12/2024Nicolet Advisory Services LLC1,462$233K0.0%N/A0.002%
11/12/2024Studio Investment Management LLC4,544$718K0.2%-3.3%0.007%
11/12/2024Eagle Asset Management Inc.693,109$109.53M0.6%+23.6%0.997%
11/12/2024Charles Schwab Investment Management Inc.601,025$94.97M0.0%+33.0%0.864%
11/12/2024 Integrated Investment Consultants LLC16,174$2.56M0.1%+142.0%0.023%
11/8/2024Pzena Investment Management LLC2,329$368K0.0%-32.7%0.003%
11/8/2024First Horizon Advisors Inc.441$70K0.0%+81.5%0.001%
11/8/2024Hilton Capital Management LLC17,721$2.80M0.2%-11.8%0.025%
11/8/2024Jennison Associates LLC69,689$11.01M0.0%-44.5%0.100%
11/8/2024Commerce Bank4,518$714K0.0%-2.4%0.006%
11/8/2024Segall Bryant & Hamill LLC93,241$14.73M0.2%-25.1%0.134%
11/8/2024PNC Financial Services Group Inc.13,945$2.20M0.0%+2.9%0.020%
11/7/2024OneAscent Financial Services LLC2,098$332K0.2%N/A0.003%
11/7/2024Pathstone Holdings LLC21,787$3.44M0.0%+0.5%0.031%
11/7/2024OneAscent Wealth Management LLC2,086$330K0.1%N/A0.003%
11/7/2024Quest Partners LLC580$92K0.0%N/A0.001%
11/7/2024Thrivent Financial for Lutherans711,604$112.45M0.2%-28.4%1.023%
11/6/2024Mutual of America Capital Management LLC63,423$10.02M0.1%-0.9%0.091%
11/6/2024Natixis Advisors LLC399,388$63.11M0.1%+2.5%0.574%
11/6/2024Empowered Funds LLC14,409$2.28M0.0%+24.8%0.021%
11/6/2024Royce & Associates LP122,456$19.35M0.2%-18.2%0.176%
11/6/2024Huntington National Bank1,435$227K0.0%-6.7%0.002%
11/6/2024Oppenheimer Asset Management Inc.29,213$4.62M0.1%+2.4%0.042%
11/5/2024Chase Investment Counsel Corp39,833$6.29M2.1%+68.7%0.057%
11/5/2024Victory Capital Management Inc.71,269$11.26M0.0%+59.3%0.102%
11/5/2024Aptus Capital Advisors LLC37,723$5.96M0.1%N/A0.054%
11/5/2024Entropy Technologies LP3,100$490K0.1%+94.7%0.004%
11/4/2024Weil Company Inc.34,788$5.50M1.8%-12.1%0.050%
(Data available from 1/1/2016 forward)

HLI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HLI shares?

During the previous two years, 386 institutional investors and hedge funds held shares of Houlihan Lokey. The most heavily invested institutionals were Vanguard Group Inc. ($654.30M), Earnest Partners LLC ($441.51M), Kayne Anderson Rudnick Investment Management LLC ($416.43M), Wellington Management Group LLP ($292.44M), FMR LLC ($270.78M), State Street Corp ($255.28M), and Bamco Inc. NY ($180.88M).Learn more on HLI's institutional investors.

What percentage of Houlihan Lokey stock is owned by institutional investors?

78.07% of Houlihan Lokey stock is owned by institutional investors. Learn more on HLI's institutional investor holdings.

Which institutional investors have been buying Houlihan Lokey stock?

Of the 321 institutional investors that purchased Houlihan Lokey stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($1.10M), Capital International Investors ($792.35K), FMR LLC ($680.20K), Norges Bank ($585.65K), Clearbridge Investments LLC ($572.51K), Millennium Management LLC ($499.54K), and Brown Advisory Inc. ($408.72K).

How much institutional buying is happening at Houlihan Lokey?

Institutional investors have bought a total of 12,779,438 shares in the last 24 months. This purchase volume represents approximately $1.45B in transactions.

Which Houlihan Lokey major shareholders have been selling company stock?

Of the 215 institutional investors that sold Houlihan Lokey stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Earnest Partners LLC ($656.99K), Wellington Management Group LLP ($637.45K), Burgundy Asset Management Ltd. ($525.30K), Jennison Associates LLC ($358.87K), Clearbridge Investments LLC ($313.70K), Nordea Investment Management AB ($302.82K), and Thrivent Financial for Lutherans ($296.52K).

How much institutional selling is happening at Houlihan Lokey?

Institutional investors have sold a total of 6,537,093 shares in the last 24 months. This volume of shares sold represents approximately $796.37M in transactions.


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This page (NYSE:HLI) was last updated on 1/18/2025 by MarketBeat.com Staff
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