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Houlihan Lokey (HLI) Institutional Ownership

Houlihan Lokey logo
$197.35 +5.33 (+2.78%)
Closing price 03:59 PM Eastern
Extended Trading
$197.64 +0.29 (+0.15%)
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)
366
Total
Institutional Inflows
(last 12 months)
$2.06B
Number of
Institutional Sellers
(last 12 months)
246
Total
Institutional Outflows
(last 12 months)
$1.13B
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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
8/19/2025 B. Riley Wealth Advisors Inc.3,380$608K0.0%N/A0.005%
8/19/2025 Newbridge Financial Services Group Inc.2,989$538K0.1%-12.5%0.004%
8/19/2025 Advisory Services Network LLC7,138$1.36M0.0%+7.5%0.010%
8/19/2025 State of Wyoming3,987$717K0.1%+43.5%0.006%
8/18/2025 Geneos Wealth Management Inc.33,430$6.02M0.1%+63.2%0.048%
8/15/2025 CANADA LIFE ASSURANCE Co41,902$7.55M0.0%-2.8%0.060%
8/15/2025 Tower Research Capital LLC TRC 3,465$624K0.0%+87.8%0.005%
8/15/2025 Resources Management Corp CT ADV5,845$1.05M0.1%+0.9%0.008%
8/15/2025 Corient Private Wealth LLC12,894$2.32M0.0%-8.8%0.018%
8/15/2025 Captrust Financial Advisors4,861$875K0.0%-2.0%0.007%
8/15/2025 Vident Advisory LLC2,685$483K0.0%-3.0%0.004%
8/15/2025 Voleon Capital Management LP15,177$2.73M0.1%+74.1%0.022%
8/15/2025 Voya Financial Advisors Inc.1,653$302K0.0%-19.9%0.002%
8/15/2025 Scott Marsh Financial LLC5,973$1.08M0.4%N/A0.009%
8/15/2025 Snowden Capital Advisors LLC2,902$522K0.0%-24.6%0.004%
8/15/2025 Orion Porfolio Solutions LLC41,817$7.53M0.1%+294.9%0.060%
8/15/2025 MML Investors Services LLC20,097$3.62M0.0%+5.9%0.029%
8/15/2025 Lazard Asset Management LLC9,387$1.69M0.0%+0.9%0.013%
8/15/2025 Hilton Capital Management LLC20,549$3.70M0.3%-1.9%0.029%
8/15/2025 Eventide Asset Management LLC195,094$35.14M0.6%-0.8%0.280%
8/15/2025 Engineers Gate Manager LP14,754$2.66M0.0%+71.6%0.021%
8/15/2025 BNP Paribas Financial Markets178,100$32.05M0.0%+5.5%0.255%
8/15/2025 Brevan Howard Capital Management LP5,382$968K0.0%N/A0.008%
8/15/2025 Bamco Inc. NY1,146,143$206.25M0.6%+0.2%1.642%
8/15/2025 Bank of America Corp DE1,041,990$187.51M0.0%+4.1%1.493%
8/15/2025 Ameriprise Financial Inc.489,697$88.07M0.0%-17.7%0.702%
8/15/2025 AQR Capital Management LLC131,534$23.67M0.0%+343.6%0.188%
8/14/2025 Strategic Wealth Investment Group LLC216$39K0.1%N/A0.000%
8/14/2025 PDT Partners LLC20,341$3.66M0.2%+101.6%0.029%
8/14/2025 Alamea Verwaltungs GmbH3,597$647K0.5%+17.2%0.005%
8/14/2025 Jane Street Group LLC89,689$16.14M0.0%+3,477.5%0.129%
8/14/2025 BW Gestao de Investimentos Ltda.30,400$5.47M0.2%N/A0.044%
8/14/2025 California State Teachers Retirement System49,929$8.99M0.0%+0.2%0.072%
8/14/2025 Raymond James Financial Inc.874,078$157.29M0.1%+10.4%1.252%
8/14/2025 FJ Capital Management LLC12,082$2.17M0.2%N/A0.017%
8/14/2025 Quantinno Capital Management LP11,256$2.03M0.0%+23.8%0.016%
8/14/2025 Diversify Wealth Management LLC1,582$306K0.0%+11.2%0.002%
8/14/2025 Alliancebernstein L.P.488,381$87.88M0.0%-3.8%0.700%
8/14/2025 Treasurer of the State of North Carolina25,266$4.55M0.0%+4.1%0.036%
8/14/2025 The Manufacturers Life Insurance Company 41,074$7.39M0.0%-5.6%0.059%
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8/14/2025 Sei Investments Co.690,624$124.28M0.1%-6.0%0.990%
8/14/2025 Nebula Research & Development LLC9,273$1.67M0.1%+117.1%0.013%
8/14/2025 NewEdge Advisors LLC29,343$5.28M0.0%+1.7%0.042%
8/14/2025 Azora Capital LP87,007$15.66M0.7%N/A0.125%
8/14/2025 Integrated Investment Consultants LLC4,314$776K0.1%-52.3%0.006%
8/14/2025 Qube Research & Technologies Ltd274,387$49.38M0.1%+153.8%0.393%
8/14/2025 State Street Corp1,716,610$308.90M0.0%-1.1%2.460%
8/14/2025 Daiwa Securities Group Inc.18,867$3.40M0.0%+8.0%0.027%
8/14/2025 Bank of Nova Scotia66,743$12.01M0.0%+1,351.3%0.096%
8/14/2025 Burgundy Asset Management Ltd.1,225,966$220.61M2.1%+3.0%1.757%
8/14/2025 California Public Employees Retirement System96,514$17.37M0.0%+5.0%0.138%
8/14/2025 Cerity Partners LLC20,726$3.73M0.0%+640.7%0.030%
8/14/2025 Federated Hermes Inc.5,021$904K0.0%-1.9%0.007%
8/13/2025 Jump Financial LLC2,302$414K0.0%-91.2%0.003%
8/13/2025 Quantum Portfolio Management LLC3,190$574K0.3%-2.9%0.005%
8/13/2025 Cresset Asset Management LLC7,416$1.34M0.0%-9.1%0.011%
8/13/2025 Brown Advisory Inc.168,273$30.28M0.0%-10.4%0.241%
8/13/2025 Amundi167,711$30.77M0.0%+164.4%0.240%
8/13/2025 Marshall Wace LLP2,297$413K0.0%N/A0.003%
8/13/2025 Baird Financial Group Inc.32,263$5.81M0.0%-37.3%0.046%
8/13/2025 First Trust Advisors LP406,768$73.20M0.1%-18.4%0.583%
8/13/2025 Guggenheim Capital LLC3,798$683K0.0%-1.8%0.005%
8/13/2025 EverSource Wealth Advisors LLC2,399$432K0.0%+17.1%0.003%
8/13/2025 Invesco Ltd.846,640$152.35M0.0%-7.6%1.213%
8/13/2025 CW Advisors LLC49,941$8.99M0.1%-21.7%0.072%
8/13/2025 Arrowstreet Capital Limited Partnership5,740$1.03M0.0%N/A0.008%
8/13/2025 Blueshift Asset Management LLC3,791$682K0.2%N/A0.005%
8/13/2025 Quantbot Technologies LP12,341$2.22M0.1%-40.2%0.018%
8/13/2025 M&T Bank Corp4,127$743K0.0%+11.5%0.006%
8/13/2025 Edgestream Partners L.P.68,803$12.38M0.3%+282.6%0.099%
8/13/2025 Grandeur Peak Global Advisors LLC13,089$2.36M0.3%+9.1%0.019%
8/13/2025 New York State Common Retirement Fund144,789$26.06M0.0%+0.4%0.207%
8/13/2025 Schroder Investment Management Group247,634$45.21M0.0%+112.2%0.355%
8/13/2025 Norges Bank704,214$126.72M0.0%N/A1.009%
8/13/2025 Hsbc Holdings PLC41,334$7.52M0.0%-11.4%0.059%
8/13/2025 Capital Fund Management S.A.35,064$6.31M0.0%+41.3%0.050%
8/13/2025 Grantham Mayo Van Otterloo & Co. LLC240,486$43.28M0.1%+5.3%0.345%
8/13/2025 State Board of Administration of Florida Retirement System19,100$3.44M0.0%-1.6%0.027%
8/13/2025 Bell Asset Management Ltd30,668$5.52M1.2%-29.9%0.044%
8/13/2025 Elevation Point Wealth Partners LLC1,802$324K0.0%-53.0%0.003%
8/13/2025 Quadrant Capital Group LLC2,495$449K0.0%-4.2%0.004%
8/13/2025 Russell Investments Group Ltd.126,509$22.77M0.0%+21.8%0.181%
8/12/2025 Champlain Investment Partners LLC546,340$98.31M0.7%+194.9%0.783%
8/12/2025 Ameritas Investment Partners Inc.17,244$3.10M0.1%-1.1%0.025%
8/12/2025 Global Retirement Partners LLC1,221$220K0.0%N/A0.002%
8/12/2025Jefferies Financial Group Inc.1,267$228K0.0%-84.0%0.002%
8/12/2025 Prudential Financial Inc.48,843$8.79M0.0%-39.3%0.070%
8/12/2025 Cynosure Group LLC2,544$458K0.1%+20.5%0.004%
8/12/2025 Charles Schwab Investment Management Inc.589,739$106.12M0.0%-1.5%0.845%
8/12/2025 American Century Companies Inc.22,490$4.05M0.0%-3.1%0.032%
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8/12/2025 Segall Bryant & Hamill LLC81,957$14.75M0.2%+20.5%0.117%
8/12/2025 Rhumbline Advisers163,695$29.46M0.0%+0.8%0.235%
8/12/2025 Franklin Resources Inc.253,499$45.62M0.0%-2.9%0.363%
8/12/2025 Legal & General Group Plc111,112$20.00M0.0%+0.8%0.159%
8/12/2025 MAI Capital Management368$66K0.0%+268.0%0.001%
8/12/2025 JPMorgan Chase & Co.160,212$28.83M0.0%-20.6%0.230%
8/12/2025 Entropy Technologies LP9,713$1.75M0.1%-16.4%0.014%
8/12/2025 Magnetar Financial LLC45,784$8.24M0.0%+150.3%0.066%
8/12/2025 Swiss National Bank103,136$18.56M0.0%-1.0%0.148%
8/12/2025 Handelsbanken Fonder AB348,458$62.71M0.2%+26.5%0.499%
(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, 529 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 449 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 12,114,526 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), Kayne Anderson Rudnick Investment Management LLC ($354.34K), Thrivent Financial for Lutherans ($345.24K), Clearbridge Investments LLC ($285.61K), and Ameriprise Financial Inc. ($283.09K).

How much institutional selling is happening at Houlihan Lokey?

Institutional investors have sold a total of 6,766,153 shares in the last 24 months. This volume of shares sold represents approximately $1.13B in transactions.


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This page (NYSE:HLI) was last updated on 8/22/2025 by MarketBeat.com Staff
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