Free Trial
→ JD Vance Predicts: Wall Street vs. Trump & Your Money (From Priority Gold) (Ad) Free HLI Stock Alerts

Houlihan Lokey (HLI) Institutional Ownership

Houlihan Lokey logo
$184.12 +0.04 (+0.02%)
(As of 11/15/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for Houlihan Lokey (NYSE:HLI)

Current
Institutional Ownership
Percentage
78.07%
Number of
Institutional Buyers
(last 12 months)
203
Total
Institutional Inflows
(last 12 months)
$749.49M
Number of
Institutional Sellers
(last 12 months)
150
Total
Institutional Outflows
(last 12 months)
$521.36M
Get HLI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Houlihan Lokey stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

HLI Institutional Buying and Selling by Quarter

Ad DTI
Why buying gold might be a mistake
Something strange just happened with gold. With the recent Fed rate cut… My charts are showing a breakout signal I haven't seen in years. But for now, I'm not rushing to buy gold. In fact, I'm telling everyone I know to hold off. Because I believe there’s a far better way to play this upcoming surge. It's a method that could turn a 1% gold price change into gains like 59%, 118%, or even 228%. And it doesn't involve buying a single ounce of physical gold or even buying any regular gold stock. I've been trading gold for nearly 20 years now and this is my #1 recommended approach for trading gold right now. Most traders miss them completely… But for those who know how to spot them, it takes their trades to a whole new level.
If you're interested, check out the recording here while the link's still up.

Houlihan Lokey Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/16/2024 Geode 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%
11/15/2024 XTX Topco Ltd1,949$308K0.0%-61.7%0.003%
11/15/2024 iSAM Funds UK Ltd2,195$347K0.2%N/A0.003%
11/15/2024 Voya Financial Advisors Inc.2,330$367K0.0%+23.9%0.003%
11/15/2024 Wellington Management Group LLP1,850,640$292.44M0.1%-6.8%2.662%
11/15/2024 State Street Corp1,615,467$255.28M0.0%+1.3%2.323%
11/15/2024 Stifel Financial Corp89,788$14.19M0.0%+42.5%0.129%
11/15/2024 Quarry LP483$76K0.0%N/A0.001%
11/15/2024 Polymer Capital Management HK LTD3,200$506K0.1%N/A0.005%
11/15/2024 IHT Wealth Management LLC1,688$268K0.0%N/A0.002%
11/15/2024 Integrated Wealth Concepts LLC10,034$1.59M0.0%+15.9%0.014%
11/15/2024 HighTower Advisors LLC257,910$40.78M0.1%-6.9%0.371%
11/15/2024 Centiva Capital LP2,582$408K0.0%N/A0.004%
11/15/2024 Cinctive Capital Management LP7,426$1.17M0.1%-71.4%0.011%
11/15/2024 Benjamin Edwards Inc.1,548$245K0.0%+17,100.0%0.002%
11/15/2024 Azora Capital LP83,722$13.23M0.7%N/A0.120%
11/15/2024 Bamco Inc. NY1,144,679$180.88M0.5%-11.5%1.646%
11/14/2024 Edgestream Partners L.P.8,761$1.38M0.1%-84.9%0.013%
11/14/2024 Eventide Asset Management LLC168,910$26.69M0.5%-28.1%0.243%
11/14/2024 Captrust Financial Advisors4,902$775K0.0%-4.1%0.007%
11/14/2024 Woodson Capital Management LP38,600$6.10M1.2%-38.7%0.056%
11/14/2024 Rockefeller Capital Management L.P.10,053$1.59M0.0%-19.2%0.014%
11/14/2024 Isthmus Partners LLC5,080$803K0.1%N/A0.007%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC165,783$26.20M0.0%-6.9%0.238%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank 11,814$1.87M0.0%+5.8%0.017%
11/14/2024 MetLife Investment Management LLC27,662$4.37M0.0%-0.4%0.040%
11/13/2024 Glenmede Trust Co. NA3,618$572K0.0%+13.1%0.005%
11/13/2024 Bridgewater Associates LP6,749$1.07M0.0%+4.1%0.010%
11/13/2024 Cynosure Group LLC2,263$358K0.1%-21.5%0.003%
11/13/2024 Townsquare Capital LLC25,654$4.05M0.0%+6.6%0.037%
11/13/2024 BNP Paribas Financial Markets83,986$13.27M0.0%-2.8%0.121%
11/13/2024 FMR LLC1,713,573$270.78M0.0%-0.2%2.465%
11/13/2024 The Manufacturers Life Insurance Company 44,016$6.96M0.0%-2.1%0.063%
Why buying gold might be a mistake (Ad)

Something strange just happened with gold. With the recent Fed rate cut… My charts are showing a breakout signal I haven't seen in years. But for now, I'm not rushing to buy gold. In fact, I'm telling everyone I know to hold off. Because I believe there’s a far better way to play this upcoming surge. It's a method that could turn a 1% gold price change into gains like 59%, 118%, or even 228%. And it doesn't involve buying a single ounce of physical gold or even buying any regular gold stock. I've been trading gold for nearly 20 years now and this is my #1 recommended approach for trading gold right now. Most traders miss them completely… But for those who know how to spot them, it takes their trades to a whole new level.

If you're interested, check out the recording here while the link's still up.
11/13/2024 Dynamic Technology Lab Private Ltd6,643$1.05M0.1%+78.6%0.010%
11/13/2024 Daiwa Securities Group Inc.19,493$3.08M0.0%-3.5%0.028%
11/12/2024 Summit Trail Advisors LLC4,907$775K0.0%-3.8%0.007%
11/12/2024 Okabena Investment Services Inc.1,382$218K0.1%N/A0.002%
11/12/2024 Algert Global LLC23,129$3.66M0.1%+58.4%0.033%
11/12/2024 Nicolet Advisory Services LLC1,462$233K0.0%N/A0.002%
11/12/2024 Studio Investment Management LLC4,544$718K0.2%-3.3%0.007%
11/12/2024 Eagle Asset Management Inc.693,109$109.53M0.6%+23.6%0.997%
11/12/2024 Charles 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%
11/8/2024 Pzena Investment Management LLC2,329$368K0.0%-32.7%0.003%
11/8/2024 First Horizon Advisors Inc.441$70K0.0%+81.5%0.001%
11/8/2024 Hilton Capital Management LLC17,721$2.80M0.2%-11.8%0.025%
11/8/2024 Jennison Associates LLC69,689$11.01M0.0%-44.5%0.100%
11/8/2024 Commerce Bank4,518$714K0.0%-2.4%0.006%
11/8/2024 Segall Bryant & Hamill LLC93,241$14.73M0.2%-25.1%0.134%
11/8/2024 PNC Financial Services Group Inc.13,945$2.20M0.0%+2.9%0.020%
11/7/2024 OneAscent Financial Services LLC2,098$332K0.2%N/A0.003%
11/7/2024 Pathstone Holdings LLC21,787$3.44M0.0%+0.5%0.031%
11/7/2024 OneAscent Wealth Management LLC2,086$330K0.1%N/A0.003%
11/7/2024 Quest Partners LLC580$92K0.0%N/A0.001%
11/7/2024 Thrivent Financial for Lutherans711,604$112.45M0.2%-28.4%1.023%
11/6/2024 Mutual of America Capital Management LLC63,423$10.02M0.1%-0.9%0.091%
11/6/2024 Natixis Advisors LLC399,388$63.11M0.1%+2.5%0.574%
11/6/2024 Empowered Funds LLC14,409$2.28M0.0%+24.8%0.021%
11/6/2024 Royce & Associates LP122,456$19.35M0.2%-18.2%0.176%
11/6/2024 Huntington National Bank1,435$227K0.0%-6.7%0.002%
11/6/2024 Oppenheimer Asset Management Inc.29,213$4.62M0.1%+2.4%0.042%
11/5/2024 Chase Investment Counsel Corp39,833$6.29M2.1%+68.7%0.057%
11/5/2024 Victory Capital Management Inc.71,269$11.26M0.0%+59.3%0.102%
11/5/2024 Aptus Capital Advisors LLC37,723$5.96M0.1%N/A0.054%
11/5/2024 Entropy Technologies LP3,100$490K0.1%+94.7%0.004%
11/4/2024 Weil Company Inc.34,788$5.50M1.8%-12.1%0.050%
11/4/2024 State of New Jersey Common Pension Fund D17,169$2.71M0.0%-19.1%0.025%
11/4/2024 Crossmark Global Holdings Inc.4,688$741K0.0%+25.2%0.007%
11/4/2024 Montanaro Asset Management Ltd151,000$23.86M4.3%+3.2%0.217%
11/4/2024 Axxcess Wealth Management LLC1,608$254K0.0%N/A0.002%
11/2/2024 Covestor Ltd617$98K0.1%-26.3%0.001%
11/1/2024 Atria Investments Inc22,497$3.56M0.0%+3.7%0.032%
11/1/2024 Bridges Investment Management Inc.4,758$752K0.0%+3.6%0.007%
11/1/2024 Assetmark Inc.9,813$1.55M0.0%+2,482.4%0.014%
11/1/2024 SpiderRock Advisors LLC7,700$1.22M0.0%-68.5%0.011%
11/1/2024 Fiera Capital Corp283,702$44.83M0.1%+666.8%0.408%
10/31/2024 Portside Wealth Group LLC2,456$388K0.1%+10.4%0.004%
10/31/2024 Principal Financial Group Inc.123,095$19.45M0.0%-29.4%0.179%
10/30/2024 Hanlon Investment Management Inc.4,767$753K0.2%N/A0.007%
10/30/2024 Amalgamated Bank27,234$4.30M0.0%+2.8%0.040%
10/30/2024 Moloney Securities Asset Management LLC1,487$235K0.0%-22.2%0.002%
10/30/2024 QRG Capital Management Inc.3,832$606K0.0%+23.0%0.006%
10/29/2024 Emerald Advisers LLC345$55K0.0%-99.6%0.001%
The Tesla Trade Is Back In Business (Ad)

If you held shares of Tesla throughout 2024, you know It’s been a year of extreme highs and lows… But according to our one expert, new yearly highs are on the horizon… In his words, Tesla is building momentum like in 2020, especially as Trump supports the EV maker. Which is why we’re emailing you now… You see, most people will simply buy shares of Tesla ahead of the election… But as they say “There is more than one way to skin a cat” In fact, we’ve found another way to play shares of Tesla.

Discover how to trade Tesla, simply follow this link here.
10/29/2024 Van ECK Associates Corp32,716$5.44M0.0%+40.0%0.048%
10/29/2024 Janney Montgomery Scott LLC4,955$783K0.0%+110.9%0.007%
10/29/2024 VELA Investment Management LLC4,684$740K0.2%-56.5%0.007%
10/28/2024 New York State Common Retirement Fund183,976$29.07M0.0%+42.0%0.268%
10/28/2024 US Bancorp DE34,124$5.39M0.0%+2.9%0.049%
10/25/2024 New York State Teachers Retirement System17,238$2.72M0.0%+0.6%0.025%
10/25/2024 Trajan Wealth LLC2,397$379K0.0%+10.7%0.003%
10/24/2024 Strategic Wealth Investment Group LLC8,103$1.29M0.1%+0.8%0.012%
10/24/2024 Custom Index Systems LLC2,602$411K0.2%N/A0.004%
10/24/2024 State of Alaska Department of Revenue6,070$959K0.0%+7.3%0.009%
(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, 382 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 318 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 12,348,839 shares in the last 24 months. This purchase volume represents approximately $1.37B in transactions.

Which Houlihan Lokey major shareholders have been selling company stock?

Of the 212 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), Thrivent Financial for Lutherans ($296.52K), and Northern Trust Corp ($253.66K).

How much institutional selling is happening at Houlihan Lokey?

Institutional investors have sold a total of 6,290,997 shares in the last 24 months. This volume of shares sold represents approximately $754.52M in transactions.


Related Companies

This page (NYSE:HLI) was last updated on 11/17/2024 by MarketBeat.com Staff
From Our Partners
Bill Gates’s Next Big AI Bet: Stargate
In February 2016… when almost nobody was talking about artificial intelligence…. I picked Nvidia as one of ...
Brownstone Research | Sponsored
The Crypto That’s Making Wall Street Sweat
The Crypto Wall Street Is Desperate to Hide It's happening now, right under everyone's radar. Big tech gian...
Crypto 101 Media | Sponsored
There is a little known company that is changing warfare
With geo - political instability around the world investors are flocking to defense contract stocks. There...
Reticulate | Sponsored
Tim Sykes’ Urgent Trade Alert: “Make this move now”
WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...
Timothy Sykes | Sponsored
The #1 Crypto for AI
We’ve issued an urgent landmark trade alert for a new crypto wonder. So, I decided to give you this heads-u...
Weiss Ratings | Sponsored
The pin that pops the AI bubble
My new documentary explores the background to this pattern and how and why I believe it will almost certainly ...
Porter & Company | Sponsored
24/7 Automated Profits in Crypto
What if you could make consistent daily profits in crypto with minimal effort? Beyond trading lies a vast w...
Crypto Swap Profits | Sponsored
Trump Wins… But Elon Says Get Ready to Brace
Trump's back in the White House, ready to hit the gas on America's comeback. He's taking on the economy wi...
Genesis Gold Group | Sponsored