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Houlihan Lokey (HLI) Institutional Ownership

Houlihan Lokey logo
$162.03 -0.19 (-0.12%)
As of 03:58 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)
302
Total
Institutional Inflows
(last 12 months)
$1.40B
Number of
Institutional Sellers
(last 12 months)
202
Total
Institutional Outflows
(last 12 months)
$774.72M
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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
4/30/2025Linden Thomas Advisory Services LLC10,196$1.65M0.2%+7.8%0.015%
4/30/2025M&T Bank Corp3,701$597K0.0%-1.9%0.005%
4/30/2025Brown Advisory Inc.187,791$30.33M0.0%-2.3%0.268%
4/30/2025Beverly Hills Private Wealth LLC3,485$563K0.1%-7.5%0.005%
4/29/2025Richard Bernstein Advisors LLC25,393$4.10M0.1%-3.7%0.036%
4/29/2025Envestnet Asset Management Inc.495,239$79.98M0.0%-4.7%0.706%
4/29/2025Bank of New York Mellon Corp484,041$78.17M0.0%-0.6%0.690%
4/29/2025OneDigital Investment Advisors LLC1,303$210K0.0%N/A0.002%
4/28/2025 Barlow Wealth Partners Inc.203,814$32.46M4.2%+1.1%0.291%
4/28/2025 Principal Financial Group Inc.124,417$20.09M0.0%+1.2%0.177%
4/28/2025 Oregon Public Employees Retirement Fund11,005$1.78M0.0%+1.2%0.016%
4/28/2025 Teacher Retirement System of Texas20,458$3.30M0.0%-64.4%0.029%
4/28/2025 First Horizon Advisors Inc.550$89K0.0%+17.5%0.001%
4/28/2025 Novem Group5,432$877K0.1%+35.8%0.008%
4/28/2025 DAVENPORT & Co LLC19,518$3.15M0.0%-0.7%0.028%
4/28/2025 Smith Group Asset Management LLC4,330$699K0.1%N/A0.006%
4/25/2025 Franklin Parlapiano Turner & Welch LLC56,574$9.14M2.5%-4.0%0.081%
4/25/2025 New York State Teachers Retirement System17,926$2.90M0.0%+1.1%0.026%
4/25/2025 Amalgamated Bank26,398$4.26M0.0%-2.8%0.038%
4/25/2025 Monument Capital Management17,374$2.81M0.9%+3.0%0.025%
4/25/2025 KBC Group NV2,295$371K0.0%-88.5%0.003%
4/24/2025 Park Place Capital Corp749$121K0.0%+47.7%0.001%
4/23/2025 Golden State Wealth Management LLC613$99K0.0%+101.0%0.001%
4/23/2025 Bessemer Group Inc.1,501$242K0.0%-7.9%0.002%
4/23/2025 Lecap Asset Management Ltd.10,530$1.70M0.4%+70.0%0.015%
4/23/2025 Steph & Co.1,237$200K0.1%-6.1%0.002%
4/23/2025 Berry Wealth Group LP1,838$297K0.2%-7.1%0.003%
4/23/2025 GHP Investment Advisors Inc.120,262$19.42M0.9%-2.9%0.171%
4/23/2025 Oppenheimer Asset Management Inc.36,688$5.93M0.1%+28.8%0.052%
4/22/2025 TrueMark Investments LLC1,584$256K0.1%N/A0.002%
4/22/2025 Cambridge Investment Research Advisors Inc.3,613$583K0.0%+129.1%0.005%
4/21/2025 Riverwater Partners LLC1,456$235K0.1%-41.1%0.002%
4/21/2025 Avior Wealth Management LLC8,530$1.38M0.1%-24.0%0.012%
4/21/2025 Retirement Systems of Alabama65,757$10.62M0.0%+0.9%0.094%
4/21/2025 Blue Trust Inc.3,494$564K0.0%-4.3%0.005%
4/21/2025 Envestnet Portfolio Solutions Inc.9,161$1.48M0.0%-20.5%0.013%
4/21/2025 State of Alaska Department of Revenue6,330$1.02M0.0%+3.6%0.009%
4/17/2025 QRG Capital Management Inc.4,987$805K0.0%+9.7%0.007%
4/17/2025 Sowell Financial Services LLC1,939$313K0.0%N/A0.003%
4/17/2025 Janney Montgomery Scott LLC90,681$14.65M0.0%-4.8%0.129%
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4/17/2025 Brown Miller Wealth Management LLC1,385$224K0.1%N/A0.002%
4/17/2025 Exchange Traded Concepts LLC20,347$3.29M0.1%+44.4%0.029%
4/16/2025 Vista Finance LLC2,141$346K0.3%+6.9%0.003%
4/16/2025 Wealth Enhancement Advisory Services LLC29,103$4.70M0.0%+5.9%0.041%
4/16/2025 Elevation Point Wealth Partners LLC3,830$619K0.1%N/A0.005%
4/16/2025 Marshall Financial Group LLC5,860$946K0.2%+12.7%0.008%
4/16/2025 Union Bancaire Privee UBP SA5,698$917K0.0%-40.1%0.008%
4/15/2025 Net Worth Advisory Group1,687$272K0.1%-18.5%0.002%
4/15/2025 Fifth Third Bancorp19,371$3.13M0.0%-40.4%0.028%
4/15/2025 Handelsbanken Fonder AB275,458$44.49M0.2%+1,946.8%0.393%
4/15/2025 GAMMA Investing LLC4,250$686K0.1%+145.7%0.006%
4/14/2025 Yousif Capital Management LLC19,288$3.12M0.0%-1.3%0.027%
4/14/2025 Harbor Capital Advisors Inc.20,413$3.30M0.2%N/A0.029%
4/14/2025 Farther Finance Advisors LLC394$65K0.0%-59.9%0.001%
4/14/2025 Rheos Capital Works Inc.60,400$9.76M0.8%-17.7%0.086%
4/14/2025 Portside Wealth Group LLC4,340$701K0.1%+57.6%0.006%
4/14/2025 Park Avenue Securities LLC9,183$1.48M0.0%-1.2%0.013%
4/14/2025 UMB Bank n.a.1,372$222K0.0%+52.1%0.002%
4/11/2025 Congress Asset Management Co.504,149$81.42M0.6%N/A0.719%
4/11/2025 Impact Capital Partners LLC1,303$210K0.1%N/A0.002%
4/11/2025 West Coast Financial LLC17,930$2.90M0.3%-11.7%0.026%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.334$54K0.0%N/A0.000%
4/10/2025 Naples Global Advisors LLC4,230$683K0.1%-12.4%0.006%
4/10/2025 Portside Wealth Group LLC2,754$478K0.1%+13.7%0.004%
4/10/2025 Sendero Wealth Management LLC4,312$696K0.1%-25.9%0.006%
4/9/2025 Fulton Bank N.A.6,814$1.10M0.0%-10.6%0.010%
4/9/2025 NBC Securities Inc.3,764$607K0.1%+125,366.7%0.005%
4/9/2025 Wallace Advisory Group LLC1,236$215K0.2%N/A0.002%
4/9/2025 Legacy Wealth Asset Management LLC1,855$300K0.1%N/A0.003%
4/8/2025 Rhumbline Advisers162,349$26.22M0.0%-2.2%0.231%
4/8/2025 J2 Capital Management Inc1,685$272K0.3%-12.6%0.002%
4/8/2025 Parallel Advisors LLC819$132K0.0%+14.2%0.001%
4/7/2025 GAMMA Investing LLC686,375$1.11B0.2%+39,574.9%0.979%
4/3/2025 Versant Capital Management Inc363$59K0.0%+744.2%0.001%
4/3/2025 First Hawaiian Bank9,250$1.49M0.1%N/A0.013%
3/18/2025California State Teachers Retirement System52,656$9.14M0.0%+5.9%0.075%
3/17/2025 Wealth 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%
2/18/2025 Novem 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%
Top performing AI play of the decade…? (The answer will shock you) (Ad)

You’ve seen the headlines about Nvidia. Now Tim Sykes is sounding the alarm — because what CEO Jensen Huang is about to announce could change the AI market once again. Experts already predict the total addressable market could climb past $20 trillion. But Sykes believes most investors have missed what’s coming next. He’s tracking a new shift — and says the biggest gains are still ahead.

Click to find out what Nvidia’s CEO might reveal… and how Sykes is preparing to ride the wave.
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%
(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, 481 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 408 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), GAMMA Investing LLC ($688.88K), and Invesco Ltd. ($624.86K).

How much institutional buying is happening at Houlihan Lokey?

Institutional investors have bought a total of 17,288,848 shares in the last 24 months. This purchase volume represents approximately $2.32B in transactions.

Which Houlihan Lokey major shareholders have been selling company stock?

Of the 258 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 8,272,040 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 4/30/2025 by MarketBeat.com Staff
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