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Houlihan Lokey (HLI) Institutional Ownership

Houlihan Lokey logo
$153.20 -12.69 (-7.65%)
Closing price 04/3/2025 03:59 PM Eastern
Extended Trading
$146.76 -6.44 (-4.21%)
As of 09:05 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
287
Total
Institutional Inflows
(last 12 months)
$1.16B
Number of
Institutional Sellers
(last 12 months)
191
Total
Institutional Outflows
(last 12 months)
$756.20M
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HLI Institutional Buying and Selling by Quarter

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Houlihan Lokey Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/3/2025Versant Capital Management Inc363$59K0.0%+744.2%0.001%
4/3/2025First Hawaiian Bank9,250$1.49M0.1%N/A0.013%
3/18/2025California State Teachers Retirement System52,656$9.14M0.0%+5.9%0.075%
3/17/2025Wealth Enhancement Advisory Services LLC27,485$4.77M0.0%+4.8%0.039%
2/27/2025Jefferies Financial Group Inc.1,275$221K0.0%-37.6%0.002%
2/25/2025B. Riley Wealth Advisors Inc.2,645$459K0.0%N/A0.004%
2/19/2025Public Employees Retirement System of Ohio34,845$6.05M0.0%-13.9%0.050%
2/18/2025Burgundy Asset Management Ltd.1,251,831$217.39M2.2%+1.7%1.801%
2/18/2025Novem Group3,999$694K0.1%N/A0.006%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC179,167$31.11M0.0%+8.1%0.258%
2/17/2025Wolverine Trading LLC1,552$270K0.0%N/A0.002%
2/17/2025Voloridge Investment Management LLC17,800$3.09M0.0%N/A0.026%
2/17/2025Vident Advisory LLC2,271$394K0.0%-4.9%0.003%
2/17/2025Squarepoint Ops LLC2,350$408K0.0%-72.3%0.003%
2/17/2025Two Sigma Investments LP3,249$564K0.0%+70.2%0.005%
2/17/2025Tidal Investments LLC21,215$3.68M0.0%+27.1%0.031%
2/17/2025TrinityPoint Wealth LLC1,411$245K0.0%N/A0.002%
2/17/2025State of Wyoming4,920$854K0.1%+47.6%0.007%
2/17/2025Studio Investment Management LLC4,418$767K0.2%-2.8%0.006%
2/17/2025Scissortail Wealth Management LLC1,406$244K0.1%+17,475.0%0.002%
2/17/2025Snowden Capital Advisors LLC4,015$697K0.0%+35.0%0.006%
2/17/2025Sherbrooke Park Advisers LLC1,205$209K0.1%N/A0.002%
2/17/2025Rafferty Asset Management LLC1,224$213K0.0%N/A0.002%
2/17/2025Point72 Asset Management L.P.120,369$20.90M0.0%N/A0.173%
2/17/2025Prana Capital Management LP18,977$3.30M0.2%N/A0.027%
2/17/2025ProShare Advisors LLC2,507$435K0.0%+8.3%0.004%
2/17/2025Quantinno Capital Management LP1,453$252K0.0%N/A0.002%
2/17/2025Man Group plc45,474$7.90M0.0%+17.1%0.065%
2/17/2025Nomura Holdings Inc.7,110$1.24M0.0%N/A0.010%
2/17/2025Nuveen Asset Management LLC126,106$21.90M0.0%-2.9%0.181%
2/17/2025OMERS ADMINISTRATION Corp5,000$868K0.0%N/A0.007%
2/17/2025Lazard Asset Management LLC7,791$1.35M0.0%+44.5%0.011%
2/17/2025Jacobs Levy Equity Management Inc.18,890$3.28M0.0%N/A0.027%
2/17/2025Janus Henderson Group PLC24,667$4.28M0.0%+8.4%0.035%
2/17/2025Jefferies Financial Group Inc.1,275$221K0.0%-37.6%0.002%
2/17/2025Ensign Peak Advisors Inc31,882$5.54M0.0%+20.8%0.046%
2/17/2025Ethic Inc.4,786$831K0.0%N/A0.007%
2/17/2025FORA Capital LLC3,525$612K0.1%N/A0.005%
2/17/2025Deutsche Bank AG7,212$1.25M0.0%-62.2%0.010%
2/17/2025D. E. Shaw & Co. Inc.13,477$2.34M0.0%+49.8%0.019%
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2/17/2025Cresset Asset Management LLC13,317$2.31M0.0%-30.7%0.019%
2/17/2025Cubist Systematic Strategies LLC2,035$353K0.0%N/A0.003%
2/17/2025Cetera Investment Advisers20,727$3.60M0.0%+11.8%0.030%
2/17/2025Centiva Capital LP2,903$504K0.0%+12.4%0.004%
2/17/2025Bridgefront Capital LLC4,714$819K0.3%N/A0.007%
2/17/2025Brown Advisory Inc.192,196$33.38M0.0%-6.5%0.277%
2/17/2025Baird Financial Group Inc.3,143$546K0.0%N/A0.005%
2/17/2025Balyasny Asset Management L.P.127,782$22.19M0.0%N/A0.184%
2/17/2025Bamco Inc. NY1,144,179$198.70M0.5%0.0%1.646%
2/17/2025Beverly Hills Private Wealth LLC3,766$654K0.1%-17.4%0.005%
2/17/2025Bank of America Corp DE1,079,474$187.46M0.0%-10.6%1.553%
2/17/2025Bearing Point Capital LLC44,156$7.67M1.6%N/A0.064%
2/17/2025Benjamin Edwards Inc.1,636$284K0.0%+5.7%0.002%
2/17/2025BNP Paribas Financial Markets86,597$15.04M0.0%+3.1%0.125%
2/17/2025Algert Global LLC14,356$2.49M0.1%-37.9%0.021%
2/17/2025Ameriprise Financial Inc.772,789$134.20M0.0%+10.5%1.112%
2/17/2025Ancora Advisors LLC283,771$49.28M1.1%-1.3%0.408%
2/17/2025Aptus Capital Advisors LLC46,058$8.00M0.1%+22.1%0.066%
2/14/2025Mercer Global Advisors Inc. ADV2,626$456K0.0%-40.9%0.004%
2/14/2025Comerica Bank25,888$4.50M0.0%-2.0%0.037%
2/14/2025Kapitalo Investimentos Ltda604$105K0.1%N/A0.001%
2/14/2025Northern Trust Corp620,324$107.73M0.0%+3.2%0.893%
2/14/2025The Manufacturers Life Insurance Company 43,530$7.56M0.0%-1.1%0.063%
2/14/2025Tudor Investment Corp ET AL23,970$4.16M0.0%+100.2%0.034%
2/14/2025Earnest Partners LLC2,967,559$515.35M2.3%-8.2%4.270%
2/14/2025Aquatic Capital Management LLC11,681$2.03M0.1%N/A0.017%
2/14/2025Pingora Partners LLC400$69K0.0%-20.0%0.001%
2/14/2025Nebula Research & Development LLC1,456$253K0.0%N/A0.002%
2/14/2025Voya Investment Management LLC9,420$1.64M0.0%-9.6%0.014%
2/14/2025Integrated Wealth Concepts LLC11,030$1.92M0.0%+9.9%0.016%
2/14/2025T. Rowe Price Investment Management Inc.1,297,915$225.40M0.1%-8.6%1.868%
2/14/2025Price T Rowe Associates Inc. MD33,808$5.87M0.0%+14.1%0.049%
2/14/2025Pinebridge Investments L.P.3,265$567K0.0%N/A0.005%
2/14/2025Dark Forest Capital Management LP1,875$326K0.0%N/A0.003%
2/14/2025Hsbc Holdings PLC29,721$5.17M0.0%+394.8%0.043%
2/14/2025Stifel Financial Corp94,173$16.36M0.0%+4.9%0.136%
2/14/2025State of Tennessee Department of Treasury20,205$3.51M0.0%-2.7%0.029%
2/14/2025Tower Research Capital LLC TRC 2,548$442K0.0%-12.7%0.004%
2/14/2025Teachers Retirement System of The State of Kentucky16,620$2.89M0.0%-4.7%0.024%
2/14/2025Trajan Wealth LLC2,321$403K0.0%-3.2%0.003%
2/14/2025Kayne Anderson Rudnick Investment Management LLC3,281,294$569.83M1.3%+6.8%4.678%
2/14/2025MML Investors Services LLC21,217$3.69M0.0%+6.9%0.031%
2/14/2025MetLife Investment Management LLC30,399$5.28M0.0%+9.9%0.044%
2/14/2025Dimensional Fund Advisors LP549,066$95.35M0.0%-5.4%0.790%
2/14/2025First Trust Advisors LP464,099$80.60M0.1%+17.4%0.668%
2/14/2025Fiduciary Management Inc. WI1,209,230$210.00M2.0%-0.4%1.740%
2/14/2025Commerce Bank4,371$759K0.0%-3.3%0.006%
2/14/2025Capital International Investors793,292$137.76M0.0%+0.0%1.141%
2/13/2025CANADA LIFE ASSURANCE Co45,385$7.87M0.0%+8.7%0.065%
2/13/2025NewEdge Advisors LLC26,312$4.57M0.0%+6.0%0.038%
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2/13/2025Jump Financial LLC6,122$1.06M0.0%N/A0.009%
2/13/2025Bridgewater Associates LP6,237$1.08M0.0%-7.6%0.009%
2/13/2025Guggenheim Capital LLC3,423$594K0.0%N/A0.005%
2/13/2025Hanlon Investment Management Inc.4,469$776K0.2%-6.3%0.006%
2/13/2025Mariner LLC12,220$2.12M0.0%+0.7%0.018%
2/13/2025Barclays PLC58,422$10.15M0.0%+58.7%0.084%
2/13/2025Summit Investment Advisors Inc.17,533$3.05M2.7%-0.9%0.025%
2/13/2025Granite Investment Partners LLC38,239$6.64M0.3%-9.7%0.055%
2/13/2025Townsquare Capital LLC29,114$5.06M0.1%+13.5%0.042%
2/13/2025Grandeur Peak Global Advisors LLC11,350$1.97M0.2%-67.8%0.016%
(Data available from 1/1/2016 forward)

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HLI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HLI shares?

During the previous two years, 469 institutional investors and hedge funds held shares of Houlihan Lokey. The most heavily invested institutionals were Vanguard Group Inc. ($914.42M), Kayne Anderson Rudnick Investment Management LLC ($569.83M), Earnest Partners LLC ($515.35M), FMR LLC ($325.65M), Wellington Management Group LLP ($260.43M), State Street Corp ($255.28M), and T. Rowe Price Investment Management Inc. ($225.40M).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 392 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: Norges Bank ($1.24M), Wellington Management Group LLP ($1.10M), FMR LLC ($841.85K), Raymond James Financial Inc. ($826.67K), Capital International Investors ($792.66K), Invesco Ltd. ($624.86K), and Millennium Management LLC ($499.54K).

How much institutional buying is happening at Houlihan Lokey?

Institutional investors have bought a total of 15,857,829 shares in the last 24 months. This purchase volume represents approximately $2.08B in transactions.

Which Houlihan Lokey major shareholders have been selling company stock?

Of the 248 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: Wellington Management Group LLP ($988.41K), Earnest Partners LLC ($889.17K), Clearbridge Investments LLC ($518.72K), Burgundy Asset Management Ltd. ($518.53K), Thrivent Financial for Lutherans ($359.39K), Jennison Associates LLC ($341.61K), and Van Berkom & Associates Inc. ($260.20K).

How much institutional selling is happening at Houlihan Lokey?

Institutional investors have sold a total of 8,228,718 shares in the last 24 months. This volume of shares sold represents approximately $1.12B in transactions.


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This page (NYSE:HLI) was last updated on 4/4/2025 by MarketBeat.com Staff
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