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Houlihan Lokey (HLI) Institutional Ownership

Houlihan Lokey logo
$200.70 +3.98 (+2.02%)
Closing price 03:59 PM Eastern
Extended Trading
$200.94 +0.24 (+0.12%)
As of 04:10 PM 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)
368
Total
Institutional Inflows
(last 12 months)
$2.06B
Number of
Institutional Sellers
(last 12 months)
246
Total
Institutional Outflows
(last 12 months)
$1.14B
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Skip Chart & View Institutional Buying and Selling Data

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
9/4/2025Osaic Holdings Inc.10,258$1.84M0.0%+14.5%0.015%
9/3/2025American Trust1,920$346K0.0%N/A0.003%
8/26/2025Thrivent Financial for Lutherans406,280$73.11M0.2%-17.7%0.578%
8/19/2025B. Riley Wealth Advisors Inc.3,380$608K0.0%N/A0.005%
8/19/2025Newbridge Financial Services Group Inc.2,989$538K0.1%-12.5%0.004%
8/19/2025Advisory Services Network LLC7,138$1.36M0.0%+7.5%0.010%
8/19/2025State of Wyoming3,987$717K0.1%+43.5%0.006%
8/18/2025Geneos Wealth Management Inc.33,430$6.02M0.1%+63.2%0.048%
8/15/2025CANADA LIFE ASSURANCE Co41,902$7.55M0.0%-2.8%0.060%
8/15/2025Tower Research Capital LLC TRC 3,465$624K0.0%+87.8%0.005%
8/15/2025Resources Management Corp CT ADV5,845$1.05M0.1%+0.9%0.008%
8/15/2025Corient Private Wealth LLC12,894$2.32M0.0%-8.8%0.018%
8/15/2025Captrust Financial Advisors4,861$875K0.0%-2.0%0.007%
8/15/2025Vident Advisory LLC2,685$483K0.0%-3.0%0.004%
8/15/2025Voleon Capital Management LP15,177$2.73M0.1%+74.1%0.022%
8/15/2025Voya Financial Advisors Inc.1,653$302K0.0%-19.9%0.002%
8/15/2025Scott Marsh Financial LLC5,973$1.08M0.4%N/A0.009%
8/15/2025Snowden Capital Advisors LLC2,902$522K0.0%-24.6%0.004%
8/15/2025Orion Porfolio Solutions LLC41,817$7.53M0.1%+294.9%0.060%
8/15/2025MML Investors Services LLC20,097$3.62M0.0%+5.9%0.029%
8/15/2025Lazard Asset Management LLC9,387$1.69M0.0%+0.9%0.013%
8/15/2025Hilton Capital Management LLC20,549$3.70M0.3%-1.9%0.029%
8/15/2025Eventide Asset Management LLC195,094$35.14M0.6%-0.8%0.280%
8/15/2025Engineers Gate Manager LP14,754$2.66M0.0%+71.6%0.021%
8/15/2025BNP Paribas Financial Markets178,100$32.05M0.0%+5.5%0.255%
8/15/2025Brevan Howard Capital Management LP5,382$968K0.0%N/A0.008%
8/15/2025Bamco Inc. NY1,146,143$206.25M0.6%+0.2%1.642%
8/15/2025Bank of America Corp DE1,041,990$187.51M0.0%+4.1%1.493%
8/15/2025Ameriprise Financial Inc.489,697$88.07M0.0%-17.7%0.702%
8/15/2025AQR Capital Management LLC131,534$23.67M0.0%+343.6%0.188%
8/14/2025Strategic Wealth Investment Group LLC216$39K0.1%N/A0.000%
8/14/2025PDT Partners LLC20,341$3.66M0.2%+101.6%0.029%
8/14/2025Alamea Verwaltungs GmbH3,597$647K0.5%+17.2%0.005%
8/14/2025Jane Street Group LLC89,689$16.14M0.0%+3,477.5%0.129%
8/14/2025BW Gestao de Investimentos Ltda.30,400$5.47M0.2%N/A0.044%
8/14/2025California State Teachers Retirement System49,929$8.99M0.0%+0.2%0.072%
8/14/2025Raymond James Financial Inc.874,078$157.29M0.1%+10.4%1.252%
8/14/2025FJ Capital Management LLC12,082$2.17M0.2%N/A0.017%
8/14/2025Quantinno Capital Management LP11,256$2.03M0.0%+23.8%0.016%
8/14/2025Diversify Wealth Management LLC1,582$306K0.0%+11.2%0.002%
8/14/2025Alliancebernstein L.P.488,381$87.88M0.0%-3.8%0.700%
8/14/2025Treasurer of the State of North Carolina25,266$4.55M0.0%+4.1%0.036%
8/14/2025The Manufacturers Life Insurance Company 41,074$7.39M0.0%-5.6%0.059%
8/14/2025Sei Investments Co.690,624$124.28M0.1%-6.0%0.990%
8/14/2025Nebula Research & Development LLC9,273$1.67M0.1%+117.1%0.013%
8/14/2025NewEdge Advisors LLC29,343$5.28M0.0%+1.7%0.042%
8/14/2025Azora Capital LP87,007$15.66M0.7%N/A0.125%
8/14/2025Integrated Investment Consultants LLC4,314$776K0.1%-52.3%0.006%
8/14/2025Qube Research & Technologies Ltd274,387$49.38M0.1%+153.8%0.393%
8/14/2025State Street Corp1,716,610$308.90M0.0%-1.1%2.460%
8/14/2025Daiwa Securities Group Inc.18,867$3.40M0.0%+8.0%0.027%
8/14/2025Bank of Nova Scotia66,743$12.01M0.0%+1,351.3%0.096%
8/14/2025Burgundy Asset Management Ltd.1,225,966$220.61M2.1%+3.0%1.757%
8/14/2025California Public Employees Retirement System96,514$17.37M0.0%+5.0%0.138%
8/14/2025Cerity Partners LLC20,726$3.73M0.0%+640.7%0.030%
8/14/2025Federated Hermes Inc.5,021$904K0.0%-1.9%0.007%
8/13/2025Jump Financial LLC2,302$414K0.0%-91.2%0.003%
8/13/2025Quantum Portfolio Management LLC3,190$574K0.3%-2.9%0.005%
8/13/2025Cresset Asset Management LLC7,416$1.34M0.0%-9.1%0.011%
8/13/2025Brown Advisory Inc.168,273$30.28M0.0%-10.4%0.241%
8/13/2025Amundi167,711$30.77M0.0%+164.4%0.240%
8/13/2025Marshall Wace LLP2,297$413K0.0%N/A0.003%
8/13/2025Baird Financial Group Inc.32,263$5.81M0.0%-37.3%0.046%
8/13/2025First Trust Advisors LP406,768$73.20M0.1%-18.4%0.583%
8/13/2025Guggenheim Capital LLC3,798$683K0.0%-1.8%0.005%
8/13/2025EverSource Wealth Advisors LLC2,399$432K0.0%+17.1%0.003%
8/13/2025Invesco Ltd.846,640$152.35M0.0%-7.6%1.213%
8/13/2025CW Advisors LLC49,941$8.99M0.1%-21.7%0.072%
8/13/2025Arrowstreet Capital Limited Partnership5,740$1.03M0.0%N/A0.008%
8/13/2025Blueshift Asset Management LLC3,791$682K0.2%N/A0.005%
8/13/2025Quantbot Technologies LP12,341$2.22M0.1%-40.2%0.018%
8/13/2025M&T Bank Corp4,127$743K0.0%+11.5%0.006%
8/13/2025Edgestream Partners L.P.68,803$12.38M0.3%+282.6%0.099%
8/13/2025Grandeur Peak Global Advisors LLC13,089$2.36M0.3%+9.1%0.019%
8/13/2025New York State Common Retirement Fund144,789$26.06M0.0%+0.4%0.207%
8/13/2025Schroder Investment Management Group247,634$45.21M0.0%+112.2%0.355%
8/13/2025Norges Bank704,214$126.72M0.0%N/A1.009%
8/13/2025Hsbc Holdings PLC41,334$7.52M0.0%-11.4%0.059%
8/13/2025Capital Fund Management S.A.35,064$6.31M0.0%+41.3%0.050%
8/13/2025Grantham Mayo Van Otterloo & Co. LLC240,486$43.28M0.1%+5.3%0.345%
8/13/2025State Board of Administration of Florida Retirement System19,100$3.44M0.0%-1.6%0.027%
8/13/2025Bell Asset Management Ltd30,668$5.52M1.2%-29.9%0.044%
8/13/2025Elevation Point Wealth Partners LLC1,802$324K0.0%-53.0%0.003%
8/13/2025Quadrant Capital Group LLC2,495$449K0.0%-4.2%0.004%
8/13/2025Russell Investments Group Ltd.126,509$22.77M0.0%+21.8%0.181%
8/12/2025Champlain Investment Partners LLC546,340$98.31M0.7%+194.9%0.783%
8/12/2025Ameritas Investment Partners Inc.17,244$3.10M0.1%-1.1%0.025%
8/12/2025Global Retirement Partners LLC1,221$220K0.0%N/A0.002%
8/12/2025Jefferies Financial Group Inc.1,267$228K0.0%-84.0%0.002%
8/12/2025Prudential Financial Inc.48,843$8.79M0.0%-39.3%0.070%
8/12/2025Cynosure Group LLC2,544$458K0.1%+20.5%0.004%
8/12/2025Charles Schwab Investment Management Inc.589,739$106.12M0.0%-1.5%0.845%
8/12/2025American Century Companies Inc.22,490$4.05M0.0%-3.1%0.032%
8/12/2025Segall Bryant & Hamill LLC81,957$14.75M0.2%+20.5%0.117%
8/12/2025Rhumbline Advisers163,695$29.46M0.0%+0.8%0.235%
8/12/2025Franklin Resources Inc.253,499$45.62M0.0%-2.9%0.363%
8/12/2025Legal & General Group Plc111,112$20.00M0.0%+0.8%0.159%
8/12/2025MAI Capital Management368$66K0.0%+268.0%0.001%
8/12/2025JPMorgan Chase & Co.160,212$28.83M0.0%-20.6%0.230%
8/12/2025Entropy Technologies LP9,713$1.75M0.1%-16.4%0.014%
(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, 531 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 ($308.90M), Wellington Management Group LLP ($225.32M), and Burgundy Asset Management Ltd. ($220.61M).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 451 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 ($1.95M), Wellington Management Group LLP ($978.78K), Raymond James Financial Inc. ($908.67K), FMR LLC ($781.83K), GAMMA Investing LLC ($689.35K), Invesco Ltd. ($624.86K), and Millennium Management LLC ($616.96K).

How much institutional buying is happening at Houlihan Lokey?

Institutional investors have bought a total of 12,102,393 shares in the last 24 months. This purchase volume represents approximately $2.06B in transactions.

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

Of the 246 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), Thrivent Financial for Lutherans ($432.64K), Kayne Anderson Rudnick Investment Management LLC ($354.34K), Ameriprise Financial Inc. ($283.09K), and Nordea Investment Management AB ($232.45K).

How much institutional selling is happening at Houlihan Lokey?

Institutional investors have sold a total of 6,772,965 shares in the last 24 months. This volume of shares sold represents approximately $1.14B in transactions.


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This page (NYSE:HLI) was last updated on 9/10/2025 by MarketBeat.com Staff
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