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Houlihan Lokey (HLI) Institutional Ownership

Houlihan Lokey logo
$189.41 -1.34 (-0.70%)
Closing price 07/11/2025 03:58 PM Eastern
Extended Trading
$189.61 +0.20 (+0.11%)
As of 07/11/2025 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)
339
Total
Institutional Inflows
(last 12 months)
$1.65B
Number of
Institutional Sellers
(last 12 months)
223
Total
Institutional Outflows
(last 12 months)
$1.05B
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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
7/11/2025Diversified Trust Co3,203$576K0.0%N/A0.005%
7/11/2025Assenagon 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%
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%
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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%
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%
5/13/2025Alliance Wealth Advisors LLC UT2,072$335K0.1%N/A0.003%
5/13/2025State of New Jersey Common Pension Fund D13,788$2.23M0.0%-19.7%0.020%
5/13/2025American Century Companies Inc.23,198$3.75M0.0%-3.6%0.033%
5/13/2025Ethic Inc.4,989$819K0.0%+4.2%0.007%
5/13/2025OneAscent Investment Solutions LLC3,167$511K0.6%N/A0.005%
5/13/2025Vestmark Advisory Solutions Inc.2,494$403K0.0%+76.3%0.004%
5/13/2025Caitong International Asset Management Co. Ltd267$43K0.0%+3,714.3%0.000%
5/13/2025Montanaro Asset Management Ltd79,500$12.84M3.8%-16.3%0.113%
5/13/2025Callan Family Office LLC1,500$242K0.0%+6.2%0.002%
5/13/2025HighTower Advisors LLC239,824$38.73M0.1%-1.9%0.342%
5/13/2025Trajan Wealth LLC2,231$360K0.0%-3.9%0.003%
5/12/2025Nuveen LLC145,376$23.48M0.0%N/A0.207%
5/12/2025Aigen Investment Management LP3,643$588K0.1%+22.1%0.005%
5/12/2025Entropy Technologies LP11,616$1.88M0.2%+54.7%0.017%
5/12/2025Polen Capital Management LLC32,295$5.22M0.0%-10.3%0.046%
5/12/2025Invesco Ltd.916,012$147.94M0.0%-12.0%1.306%
5/12/2025Covestor Ltd990$160K0.1%+59.4%0.001%
5/12/2025Cynosure Group LLC2,112$341K0.0%+25.8%0.003%
5/12/2025Townsquare Capital LLC42,488$6.86M0.1%+45.9%0.061%
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5/12/2025National Bank of Canada FI1,990$321K0.0%N/A0.003%
5/12/2025Swiss National Bank104,136$16.82M0.0%-0.8%0.148%
5/12/2025Maryland State Retirement & Pension System2,450$396K0.0%-16.6%0.003%
5/9/2025Deutsche Bank AG9,606$1.55M0.0%+33.2%0.014%
5/9/2025Charles Schwab Investment Management Inc.598,767$96.70M0.0%-0.7%0.854%
5/9/2025Strategy Asset Managers LLC1,242$201K0.0%-4.8%0.002%
5/9/2025Vanguard Group Inc.5,306,604$857.02M0.0%+0.8%7.565%
5/9/2025Intrust Bank NA5,112$826K0.1%+11.8%0.007%
5/9/2025New Age Alpha Advisors LLC10,861$1.75M0.1%-7.9%0.015%
5/9/2025Westfield Capital Management Co. LP286,288$46.24M0.2%N/A0.408%
(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, 507 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 431 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 ($688.88K), and Invesco Ltd. ($624.86K).

How much institutional buying is happening at Houlihan Lokey?

Institutional investors have bought a total of 10,011,051 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 223 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 6,519,307 shares in the last 24 months. This volume of shares sold represents approximately $1.05B in transactions.


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This page (NYSE:HLI) was last updated on 7/13/2025 by MarketBeat.com Staff
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