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Houlihan Lokey (HLI) Institutional Ownership

Houlihan Lokey logo
$189.74 -0.92 (-0.48%)
Closing price 08/1/2025 03:59 PM Eastern
Extended Trading
$189.80 +0.05 (+0.03%)
As of 08/1/2025 06:56 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.

Institutional Ownership Changes (13F Filings) for Houlihan Lokey (NYSE:HLI)

Current
Institutional Ownership
Percentage
78.07%
Number of
Institutional Buyers
(last 12 months)
341
Total
Institutional Inflows
(last 12 months)
$1.67B
Number of
Institutional Sellers
(last 12 months)
233
Total
Institutional Outflows
(last 12 months)
$1.10B
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HLI Institutional Buying and Selling by Quarter

Houlihan Lokey Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Jennison Associates LLC469,653$84.51M0.1%+36.3%0.673%
8/1/2025Motley Fool Asset Management LLC1,130$203K0.0%N/A0.002%
8/1/2025Teacher Retirement System of Texas20,174$3.63M0.0%-1.4%0.029%
8/1/2025Envestnet Asset Management Inc.440,956$79.35M0.0%-11.0%0.632%
7/31/2025 Oppenheimer Asset Management Inc.31,174$5.61M0.1%-15.0%0.045%
7/31/2025 VestGen Investment Management3,697$665K0.5%-9.9%0.005%
7/31/2025 Stegent Equity Advisors Inc.14,262$2.57M2.3%+53.8%0.020%
7/31/2025 MQS Management LLC2,702$486K0.3%+55.4%0.004%
7/31/2025 Linden Thomas Advisory Services LLC8,771$1.58M0.2%-14.0%0.013%
7/31/2025 State of New Jersey Common Pension Fund D14,986$2.70M0.0%+8.7%0.021%
7/31/2025 AlphaQuest LLC1,857$334K0.0%-53.9%0.003%
7/31/2025 Moloney Securities Asset Management LLC1,170$211K0.0%-16.7%0.002%
7/31/2025 R Squared Ltd1,220$220K0.1%-33.7%0.002%
7/31/2025 Smith Group Asset Management LLC7,320$1.32M0.1%+69.1%0.010%
7/30/2025 Ethic Inc.5,265$961K0.0%+5.5%0.008%
7/30/2025 Rehmann Capital Advisory Group1,697$306K0.0%+14.9%0.002%
7/30/2025 Brookstone Capital Management3,846$692K0.0%-5.6%0.006%
7/30/2025 Legacy Wealth Asset Management LLC1,916$345K0.1%+3.3%0.003%
7/30/2025 Wallace Advisory Group LLC2,333$420K0.3%+88.8%0.003%
7/30/2025 Whittier Trust Co. of Nevada Inc.37,573$6.76M0.2%+3.2%0.054%
7/30/2025 Whittier Trust Co.69,809$12.56M0.2%+2.5%0.100%
7/29/2025 Beverly Hills Private Wealth LLC3,049$549K0.1%-12.5%0.004%
7/29/2025 Vista Finance LLC2,228$401K0.3%+4.1%0.003%
7/29/2025 Mutual of America Capital Management LLC58,389$10.51M0.1%-3.1%0.084%
7/29/2025 Nordea Investment Management AB74,469$13.49M0.0%-54.2%0.107%
7/29/2025 Barlow Wealth Partners Inc.205,578$37.72M4.5%+0.9%0.295%
7/28/2025 Bridges Investment Management Inc.4,487$807K0.0%+8.9%0.006%
7/28/2025 New York State Teachers Retirement System23,104$4.16M0.0%+28.9%0.033%
7/28/2025 Rheos Capital Works Inc.35,400$6.37M0.4%-41.4%0.051%
7/28/2025 Mutual Advisors LLC1,135$222K0.0%N/A0.002%
7/28/2025 Bayforest Capital Ltd5,188$934K0.4%-15.2%0.007%
7/28/2025 Alpine Woods Capital Investors LLC3,748$674K0.2%-5.2%0.005%
7/25/2025 Envestnet Portfolio Solutions Inc.8,414$1.51M0.0%-8.2%0.012%
7/25/2025 Sequoia Financial Advisors LLC4,905$883K0.0%N/A0.007%
7/25/2025 Yousif Capital Management LLC18,870$3.40M0.0%-2.2%0.027%
7/25/2025 MGO One Seven LLC1,892$340K0.0%-3.6%0.003%
7/25/2025 CWM LLC9,242$1.66M0.0%-0.6%0.013%
7/25/2025 Franklin Parlapiano Turner & Welch LLC55,633$10.01M2.6%-1.7%0.080%
7/25/2025 Vanguard Personalized Indexing Management LLC8,940$1.61M0.0%+18.7%0.013%
7/25/2025 Johnson Investment Counsel Inc.1,176$212K0.0%N/A0.002%
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7/24/2025 Trust Co. of Toledo NA OH191$34K0.0%N/A0.000%
7/24/2025 Inspire Investing LLC4,884$879K0.1%N/A0.007%
7/24/2025 Blue Trust Inc.3,784$681K0.0%+8.3%0.005%
7/24/2025 Monument Capital Management16,524$2.97M0.8%-4.9%0.024%
7/24/2025 Callan Family Office LLC4,688$844K0.0%+212.5%0.007%
7/24/2025 US Bancorp DE23,202$4.18M0.0%-11.8%0.033%
7/23/2025 Triasima Portfolio Management inc.21,500$3.87M0.7%-5.1%0.031%
7/23/2025 KLP Kapitalforvaltning AS11,200$2.02M0.0%-8.2%0.016%
7/22/2025 Fenimore Asset Management Inc104,225$18.76M0.4%+108.1%0.149%
7/22/2025 DAVENPORT & Co LLC14,742$2.65M0.0%-24.5%0.021%
7/22/2025 Brown Miller Wealth Management LLC1,557$280K0.1%+12.4%0.002%
7/22/2025 Highland Capital Management LLC8,062$1.45M0.1%N/A0.012%
7/21/2025 111 Capital1,286$231K0.0%N/A0.002%
7/21/2025 QRG Capital Management Inc.5,457$982K0.0%+9.4%0.008%
7/21/2025 Lecap Asset Management Ltd.2,145$386K0.1%-79.6%0.003%
7/21/2025 J2 Capital Management Inc2,315$417K0.3%+37.4%0.003%
7/18/2025 Naples Global Advisors LLC3,975$715K0.1%-6.0%0.006%
7/18/2025 Impact Capital Partners LLC1,221$220K0.1%-6.3%0.002%
7/18/2025 Truist Financial Corp7,827$1.41M0.0%-14.6%0.011%
7/18/2025 Union Bancaire Privee UBP SA2,506$458K0.0%-56.0%0.004%
7/17/2025 Janney Montgomery Scott LLC4,072$733K0.0%-95.5%0.006%
7/17/2025 Taylor Frigon Capital Management LLC6,675$1.20M0.6%-1.4%0.010%
7/16/2025 Signaturefd LLC574$103K0.0%-10.9%0.001%
7/16/2025 State of Alaska Department of Revenue6,050$1.09M0.0%-4.4%0.009%
7/16/2025 Congress Asset Management Co.438,060$78.83M0.5%-13.1%0.628%
7/16/2025 Steph & Co.1,079$194K0.1%-12.8%0.002%
7/16/2025 PineStone Asset Management Inc.74,495$13.41M0.1%+7.3%0.107%
7/15/2025 Public Employees Retirement System of Ohio52,622$9.47M0.0%+12.3%0.075%
7/15/2025 Norden Group LLC5,248$944K0.1%+6.3%0.008%
7/15/2025 Fifth Third Bancorp18,904$3.40M0.0%-2.4%0.027%
7/14/2025 Argent Capital Management LLC241,587$43.47M1.2%+2.6%0.346%
7/14/2025 GAMMA Investing LLC4,718$849K0.1%+11.0%0.007%
7/14/2025 Park Avenue Securities LLC9,042$1.63M0.0%-1.5%0.013%
7/14/2025 Sowell Financial Services LLC4,516$813K0.0%+132.9%0.006%
7/11/2025 Diversified Trust Co3,203$576K0.0%N/A0.005%
7/11/2025 Assenagon 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%
5/19/2025 Bayforest 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%
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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%
(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, 513 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 435 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 ($689.35K), and Invesco Ltd. ($624.86K).

How much institutional buying is happening at Houlihan Lokey?

Institutional investors have bought a total of 10,140,317 shares in the last 24 months. This purchase volume represents approximately $1.67B in transactions.

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

Of the 232 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 6,765,944 shares in the last 24 months. This volume of shares sold represents approximately $1.10B in transactions.



This page (NYSE:HLI) was last updated on 8/2/2025 by MarketBeat.com Staff
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