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Houlihan Lokey (HLI) Institutional Ownership

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$196.52 +0.34 (+0.18%)
As of 11:45 AM 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)
339
Total
Institutional Inflows
(last 12 months)
$1.65B
Number of
Institutional Sellers
(last 12 months)
229
Total
Institutional Outflows
(last 12 months)
$1.08B
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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
7/24/2025US Bancorp DE23,202$4.18M0.0%-11.8%0.033%
7/23/2025Triasima Portfolio Management inc.21,500$3.87M0.7%-5.1%0.031%
7/23/2025KLP Kapitalforvaltning AS11,200$2.02M0.0%-8.2%0.016%
7/22/2025 Fenimore Asset Management Inc104,225$18.76M0.4%+108.1%0.149%
7/22/2025 DAVENPORT & Co LLC14,742$2.65M0.0%-24.5%0.021%
7/22/2025 Brown Miller Wealth Management LLC1,557$280K0.1%+12.4%0.002%
7/22/2025 Highland Capital Management LLC8,062$1.45M0.1%N/A0.012%
7/21/2025 111 Capital1,286$231K0.0%N/A0.002%
7/21/2025 QRG Capital Management Inc.5,457$982K0.0%+9.4%0.008%
7/21/2025 Lecap Asset Management Ltd.2,145$386K0.1%-79.6%0.003%
7/21/2025 J2 Capital Management Inc2,315$417K0.3%+37.4%0.003%
7/18/2025 Naples Global Advisors LLC3,975$715K0.1%-6.0%0.006%
7/18/2025 Impact Capital Partners LLC1,221$220K0.1%-6.3%0.002%
7/18/2025 Truist Financial Corp7,827$1.41M0.0%-14.6%0.011%
7/18/2025 Union Bancaire Privee UBP SA2,506$458K0.0%-56.0%0.004%
7/17/2025 Janney Montgomery Scott LLC4,072$733K0.0%-95.5%0.006%
7/17/2025 Taylor Frigon Capital Management LLC6,675$1.20M0.6%-1.4%0.010%
7/16/2025 Signaturefd LLC574$103K0.0%-10.9%0.001%
7/16/2025 State of Alaska Department of Revenue6,050$1.09M0.0%-4.4%0.009%
7/16/2025 Congress Asset Management Co.438,060$78.83M0.5%-13.1%0.628%
7/16/2025 Steph & Co.1,079$194K0.1%-12.8%0.002%
7/16/2025 PineStone Asset Management Inc.74,495$13.41M0.1%+7.3%0.107%
7/15/2025 Public Employees Retirement System of Ohio52,622$9.47M0.0%+12.3%0.075%
7/15/2025 Norden Group LLC5,248$944K0.1%+6.3%0.008%
7/15/2025 Fifth Third Bancorp18,904$3.40M0.0%-2.4%0.027%
7/14/2025 Argent Capital Management LLC241,587$43.47M1.2%+2.6%0.346%
7/14/2025 GAMMA Investing LLC4,718$849K0.1%+11.0%0.007%
7/14/2025 Park Avenue Securities LLC9,042$1.63M0.0%-1.5%0.013%
7/14/2025 Sowell Financial Services LLC4,516$813K0.0%+132.9%0.006%
7/11/2025 Diversified Trust Co3,203$576K0.0%N/A0.005%
7/11/2025 Assenagon Asset Management S.A.182,729$32.88M0.0%N/A0.262%
7/10/2025 Exchange Traded Concepts LLC14,355$2.58M0.0%-29.4%0.021%
7/10/2025 Fulton Bank N.A.6,180$1.11M0.0%-9.3%0.009%
7/10/2025 Wealth Enhancement Advisory Services LLC27,674$5.13M0.0%-4.9%0.040%
7/9/2025 Harbor Capital Advisors Inc.23,955$4.31M0.2%+17.4%0.034%
6/18/2025Voya Investment Management LLC9,815$1.59M0.0%+4.2%0.014%
6/4/2025 First Hawaiian Bank9,250$1.49M0.1%N/A0.013%
5/28/2025Strs Ohio59,125$9.55M0.0%N/A0.085%
5/21/2025Geneos Wealth Management Inc.20,486$3.31M0.1%+15.2%0.029%
5/19/2025Jane Street Group LLC2,507$405K0.0%-84.0%0.004%
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5/19/2025Bayforest Capital Ltd6,115$988K0.4%+141.9%0.009%
5/19/2025SCS Capital Management LLC1,355$219K0.0%N/A0.002%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC180,634$29.17M0.0%+0.8%0.258%
5/16/2025Empowered Funds LLC18,518$2.99M0.0%-2.8%0.026%
5/16/2025United Services Automobile Association3,438$544K0.0%N/A0.005%
5/16/2025Voleon Capital Management LP 8,716$1.41M0.1%N/A0.012%
5/16/2025Goldman Sachs Group Inc.415,743$67.14M0.0%+5.7%0.596%
5/16/2025Resources Management Corp CT ADV5,790$935K0.1%+42.3%0.008%
5/16/2025Jones Financial Companies Lllp864$140K0.0%-84.7%0.001%
5/16/2025PharVision Advisers LLC1,698$274K0.4%N/A0.002%
5/16/2025NewEdge Advisors LLC28,856$4.66M0.0%+9.7%0.041%
5/16/2025Millennium Management LLC117,422$18.96M0.0%N/A0.167%
5/16/2025Integrated Wealth Concepts LLC11,435$1.85M0.0%+3.7%0.016%
5/16/2025Interval Partners LP22,615$3.65M0.1%+113.3%0.032%
5/16/2025Jacobs Levy Equity Management Inc.239,522$38.68M0.2%+1,168.0%0.341%
5/16/2025Eventide Asset Management LLC196,636$31.73M0.6%+10.9%0.280%
5/16/2025Clifford Group LLC4,033$651K0.6%-5.0%0.006%
5/16/2025Alliancebernstein L.P.507,581$81.97M0.0%-4.8%0.724%
5/16/2025AQR Capital Management LLC29,654$4.60M0.0%+50.0%0.042%
5/16/2025Amundi63,433$9.73M0.0%+404.0%0.090%
5/16/2025Ancora Advisors LLC280,372$45.28M1.0%-1.2%0.400%
5/15/2025Federation des caisses Desjardins du Quebec13,733$2.22M0.0%+209.6%0.020%
5/15/2025PDT Partners LLC10,088$1.63M0.1%+300.0%0.014%
5/15/2025Flputnam Investment Management Co.165,024$26.65M0.5%-2.9%0.235%
5/15/2025Royal Bank of Canada49,584$8.01M0.0%+14.4%0.071%
5/15/2025Alamea Verwaltungs GmbH3,068$495K0.4%N/A0.004%
5/15/2025Quarry LP561$91K0.0%N/A0.001%
5/15/2025Baird Financial Group Inc.51,469$8.31M0.0%+1,537.6%0.073%
5/15/2025Vident Advisory LLC2,767$447K0.0%+21.8%0.004%
5/15/2025Magnetar Financial LLC18,292$2.95M0.0%+7.6%0.026%
5/15/2025Canada Pension Plan Investment Board14,700$2.37M0.0%N/A0.021%
5/15/2025State of Wyoming2,778$449K0.1%-43.5%0.004%
5/15/2025Trexquant Investment LP48,976$7.91M0.1%N/A0.070%
5/15/2025OMERS ADMINISTRATION Corp13,200$2.13M0.0%+164.0%0.019%
5/15/2025Champlain Investment Partners LLC185,255$29.92M0.2%N/A0.264%
5/15/2025Earnest Partners LLC2,648,908$427.80M2.0%-10.7%3.776%
5/14/2025Corebridge Financial Inc.59,722$9.65M0.1%-1.6%0.085%
5/14/2025Kayne Anderson Rudnick Investment Management LLC2,926,959$472.70M1.2%-10.8%4.173%
5/14/2025Comerica Bank44,397$7.17M0.0%+71.5%0.063%
5/14/2025MetLife Investment Management LLC30,196$4.88M0.0%-0.7%0.043%
5/14/2025Jump Financial LLC26,197$4.23M0.1%+327.9%0.037%
5/14/2025Northwestern Mutual Wealth Management Co.867$140K0.0%-22.1%0.001%
5/14/2025AlphaQuest LLC4,027$650K0.1%+69.5%0.006%
5/14/2025Fiduciary Management Inc. WI754,941$121.92M1.2%-37.6%1.076%
5/14/2025Ameriprise Financial Inc.595,275$96.15M0.0%-23.0%0.849%
5/14/2025CW Advisors LLC63,750$10.30M0.1%N/A0.091%
5/14/2025Martingale Asset Management L P4,393$709K0.0%N/A0.006%
5/14/2025T. Rowe Price Investment Management Inc.1,201,546$194.05M0.1%-7.4%1.713%
5/14/2025Capital Fund Management S.A.24,823$4.01M0.0%+43.6%0.035%
5/14/2025BI Asset Management Fondsmaeglerselskab A S500$81K0.0%N/A0.001%
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5/14/2025Hsbc Holdings PLC46,672$7.42M0.0%+57.0%0.067%
5/14/2025Quantbot Technologies LP20,646$3.33M0.1%N/A0.029%
5/14/2025Wellington Management Group LLP1,395,148$225.32M0.0%-7.0%1.989%
5/13/2025Aptus Capital Advisors LLC51,901$8.38M0.1%+12.7%0.074%
5/13/2025Northern Trust Corp540,106$87.23M0.0%-12.9%0.770%
5/13/2025Brooklyn Investment Group205$33K0.0%N/A0.000%
5/13/2025Versor Investments LP2,000$323K0.1%-57.2%0.003%
5/13/2025Burgundy Asset Management Ltd.1,189,822$192.16M2.0%-5.0%1.696%
5/13/2025Raymond James Financial Inc.792,076$127.92M0.0%-4.2%1.129%
5/13/2025Cresset Asset Management LLC8,156$1.32M0.0%-38.8%0.012%
(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, 509 institutional investors and hedge funds held shares of Houlihan Lokey. The most heavily invested institutionals were Vanguard Group Inc. ($857.02M), Kayne Anderson Rudnick Investment Management LLC ($472.70M), Earnest Partners LLC ($427.80M), FMR LLC ($325.65M), State Street Corp ($255.28M), Wellington Management Group LLP ($225.32M), and Bamco Inc. NY ($198.70M).Learn more on Houlihan Lokey's institutional investors.

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

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

Which institutional investors have been buying Houlihan Lokey's stock?

Of the 432 institutional investors that purchased Houlihan Lokey's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($1.24M), Wellington Management Group LLP ($978.78K), Raymond James Financial Inc. ($826.67K), Capital International Investors ($792.66K), FMR LLC ($781.83K), GAMMA Investing LLC ($689.35K), and Invesco Ltd. ($624.86K).

How much institutional buying is happening at Houlihan Lokey?

Institutional investors have bought a total of 10,001,321 shares in the last 24 months. This purchase volume represents approximately $1.65B in transactions.

Which of Houlihan Lokey's major shareholders have been selling company stock?

Of the 229 institutional investors that sold Houlihan Lokey's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($590.27K), Earnest Partners LLC ($582.33K), Fiduciary Management Inc. WI ($458.78K), Burgundy Asset Management Ltd. ($366.08K), Thrivent Financial for Lutherans ($359.39K), Kayne Anderson Rudnick Investment Management LLC ($354.34K), and Clearbridge Investments LLC ($285.61K).

How much institutional selling is happening at Houlihan Lokey?

Institutional investors have sold a total of 6,691,851 shares in the last 24 months. This volume of shares sold represents approximately $1.08B in transactions.


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This page (NYSE:HLI) was last updated on 7/24/2025 by MarketBeat.com Staff
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