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Houlihan Lokey (HLI) Institutional Ownership

Houlihan Lokey logo
$172.85 -4.57 (-2.58%)
Closing price 05/21/2025 03:59 PM Eastern
Extended Trading
$172.87 +0.02 (+0.01%)
As of 05/21/2025 07:43 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)
338
Total
Institutional Inflows
(last 12 months)
$1.61B
Number of
Institutional Sellers
(last 12 months)
223
Total
Institutional Outflows
(last 12 months)
$1.05B
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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
5/21/2025 Geneos Wealth Management Inc.20,486$3.31M0.1%+15.2%0.029%
5/19/2025 Jane Street Group LLC2,507$405K0.0%-84.0%0.004%
5/19/2025 Bayforest Capital Ltd6,115$988K0.4%+141.9%0.009%
5/19/2025 SCS Capital Management LLC1,355$219K0.0%N/A0.002%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC180,634$29.17M0.0%+0.8%0.258%
5/16/2025 Empowered Funds LLC18,518$2.99M0.0%-2.8%0.026%
5/16/2025 United Services Automobile Association3,438$544K0.0%N/A0.005%
5/16/2025 Voleon Capital Management LP 8,716$1.41M0.1%N/A0.012%
5/16/2025 Goldman Sachs Group Inc.415,743$67.14M0.0%+5.7%0.593%
5/16/2025 Resources Management Corp CT ADV5,790$935K0.1%+42.3%0.008%
5/16/2025 Jones Financial Companies Lllp864$140K0.0%-84.7%0.001%
5/16/2025 PharVision Advisers LLC1,698$274K0.4%N/A0.002%
5/16/2025 NewEdge Advisors LLC28,856$4.66M0.0%+9.7%0.041%
5/16/2025 Millennium Management LLC117,422$18.96M0.0%N/A0.167%
5/16/2025 Integrated Wealth Concepts LLC11,435$1.85M0.0%+3.7%0.016%
5/16/2025 Interval Partners LP22,615$3.65M0.1%+113.3%0.032%
5/16/2025 Jacobs Levy Equity Management Inc.239,522$38.68M0.2%+1,168.0%0.341%
5/16/2025 Eventide Asset Management LLC196,636$31.73M0.6%+10.9%0.280%
5/16/2025 Clifford Group LLC4,033$651K0.6%-5.0%0.006%
5/16/2025 Alliancebernstein L.P.507,581$81.97M0.0%-4.8%0.724%
5/16/2025 AQR Capital Management LLC29,654$4.60M0.0%+50.0%0.042%
5/16/2025 Amundi63,433$9.73M0.0%+404.0%0.090%
5/16/2025 Ancora Advisors LLC280,372$45.28M1.0%-1.2%0.400%
5/15/2025 Federation des caisses Desjardins du Quebec13,733$2.22M0.0%+209.6%0.020%
5/15/2025 PDT Partners LLC10,088$1.63M0.1%+300.0%0.014%
5/15/2025 Flputnam Investment Management Co.165,024$26.65M0.5%-2.9%0.235%
5/15/2025 Royal Bank of Canada49,584$8.01M0.0%+14.4%0.071%
5/15/2025 Alamea Verwaltungs GmbH3,068$495K0.4%N/A0.004%
5/15/2025 Quarry LP561$91K0.0%N/A0.001%
5/15/2025 Baird Financial Group Inc.51,469$8.31M0.0%+1,537.6%0.073%
5/15/2025 Vident Advisory LLC2,767$447K0.0%+21.8%0.004%
5/15/2025 Magnetar Financial LLC18,292$2.95M0.0%+7.6%0.026%
5/15/2025 Canada Pension Plan Investment Board14,700$2.37M0.0%N/A0.021%
5/15/2025 State of Wyoming2,778$449K0.1%-43.5%0.004%
5/15/2025 Trexquant Investment LP48,976$7.91M0.1%N/A0.070%
5/15/2025 OMERS ADMINISTRATION Corp13,200$2.13M0.0%+164.0%0.019%
5/15/2025 Champlain Investment Partners LLC185,255$29.92M0.2%N/A0.264%
5/15/2025 Earnest Partners LLC2,648,908$427.80M2.0%-10.7%3.776%
5/14/2025 Corebridge Financial Inc.59,722$9.65M0.1%-1.6%0.085%
5/14/2025 Kayne Anderson Rudnick Investment Management LLC2,926,959$472.70M1.2%-10.8%4.173%
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5/14/2025 Comerica Bank44,397$7.17M0.0%+71.5%0.063%
5/14/2025 MetLife Investment Management LLC30,196$4.88M0.0%-0.7%0.043%
5/14/2025 Jump Financial LLC26,197$4.23M0.1%+327.9%0.037%
5/14/2025 Northwestern Mutual Wealth Management Co.867$140K0.0%-22.1%0.001%
5/14/2025 AlphaQuest LLC4,027$650K0.1%+69.5%0.006%
5/14/2025 Fiduciary Management Inc. WI754,941$121.92M1.2%-37.6%1.076%
5/14/2025 Ameriprise Financial Inc.595,275$96.15M0.0%-23.0%0.849%
5/14/2025 CW Advisors LLC63,750$10.30M0.1%N/A0.091%
5/14/2025 Martingale Asset Management L P4,393$709K0.0%N/A0.006%
5/14/2025 T. Rowe Price Investment Management Inc.1,201,546$194.05M0.1%-7.4%1.713%
5/14/2025 Capital Fund Management S.A.24,823$4.01M0.0%+43.6%0.035%
5/14/2025 BI Asset Management Fondsmaeglerselskab A S500$81K0.0%N/A0.001%
5/14/2025 Hsbc Holdings PLC46,672$7.42M0.0%+57.0%0.067%
5/14/2025 Quantbot Technologies LP20,646$3.33M0.1%N/A0.029%
5/14/2025 Wellington Management Group LLP1,395,148$225.32M0.0%-7.0%1.989%
5/13/2025 Aptus Capital Advisors LLC51,901$8.38M0.1%+12.7%0.074%
5/13/2025 Northern Trust Corp540,106$87.23M0.0%-12.9%0.770%
5/13/2025 Brooklyn Investment Group205$33K0.0%N/A0.000%
5/13/2025 Versor Investments LP2,000$323K0.1%-57.2%0.003%
5/13/2025 Burgundy Asset Management Ltd.1,189,822$192.16M2.0%-5.0%1.696%
5/13/2025 Raymond James Financial Inc.792,076$127.92M0.0%-4.2%1.129%
5/13/2025 Cresset Asset Management LLC8,156$1.32M0.0%-38.8%0.012%
5/13/2025 Alliance Wealth Advisors LLC UT2,072$335K0.1%N/A0.003%
5/13/2025 State of New Jersey Common Pension Fund D13,788$2.23M0.0%-19.7%0.020%
5/13/2025 American Century Companies Inc.23,198$3.75M0.0%-3.6%0.033%
5/13/2025 Ethic Inc.4,989$819K0.0%+4.2%0.007%
5/13/2025 OneAscent Investment Solutions LLC3,167$511K0.6%N/A0.005%
5/13/2025 Vestmark Advisory Solutions Inc.2,494$403K0.0%+76.3%0.004%
5/13/2025 Caitong International Asset Management Co. Ltd267$43K0.0%+3,714.3%0.000%
5/13/2025 Montanaro Asset Management Ltd79,500$12.84M3.8%-16.3%0.113%
5/13/2025 Callan Family Office LLC1,500$242K0.0%+6.2%0.002%
5/13/2025 HighTower Advisors LLC239,824$38.73M0.1%-1.9%0.342%
5/13/2025 Trajan Wealth LLC2,231$360K0.0%-3.9%0.003%
5/12/2025 Nuveen LLC145,376$23.48M0.0%N/A0.207%
5/12/2025 Aigen Investment Management LP3,643$588K0.1%+22.1%0.005%
5/12/2025 Entropy Technologies LP11,616$1.88M0.2%+54.7%0.017%
5/12/2025 Polen Capital Management LLC32,295$5.22M0.0%-10.3%0.046%
5/12/2025 Invesco Ltd.916,012$147.94M0.0%-12.0%1.306%
5/12/2025 Covestor Ltd990$160K0.1%+59.4%0.001%
5/12/2025 Cynosure Group LLC2,112$341K0.0%+25.8%0.003%
5/12/2025 Townsquare Capital LLC42,488$6.86M0.1%+45.9%0.061%
5/12/2025 National Bank of Canada FI1,990$321K0.0%N/A0.003%
5/12/2025 Swiss National Bank104,136$16.82M0.0%-0.8%0.148%
5/12/2025 Maryland State Retirement & Pension System2,450$396K0.0%-16.6%0.003%
5/9/2025 Deutsche Bank AG9,606$1.55M0.0%+33.2%0.014%
5/9/2025 Charles Schwab Investment Management Inc.598,767$96.70M0.0%-0.7%0.854%
5/9/2025 Strategy Asset Managers LLC1,242$201K0.0%-4.8%0.002%
5/9/2025 Vanguard Group Inc.5,306,604$857.02M0.0%+0.8%7.565%
5/9/2025 Intrust Bank NA5,112$826K0.1%+11.8%0.007%
5/9/2025 New Age Alpha Advisors LLC10,861$1.75M0.1%-7.9%0.015%
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5/9/2025 Westfield Capital Management Co. LP286,288$46.24M0.2%N/A0.408%
5/9/2025 Bank of Nova Scotia4,599$743K0.0%N/A0.007%
5/9/2025 R Squared Ltd1,841$297K0.3%+13.9%0.003%
5/9/2025 PNC Financial Services Group Inc.16,955$2.74M0.0%+31.4%0.024%
5/8/2025Jefferies Financial Group Inc.7,908$1.28M0.0%+520.2%0.011%
5/8/2025 Alberta Investment Management Corp3,911$632K0.0%+25.2%0.006%
5/8/2025 US Bancorp DE26,321$4.25M0.0%-20.4%0.038%
5/8/2025 Natixis Advisors LLC402,763$65.05M0.1%+3.0%0.574%
5/8/2025 Woodley Farra Manion Portfolio Management Inc.289,790$46.80M2.3%-1.5%0.413%
5/8/2025 Bayforest Capital Ltd6,115$988K0.5%+141.9%0.009%
(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 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 432 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 ($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 17,437,879 shares in the last 24 months. This purchase volume represents approximately $2.45B in transactions.

Which Houlihan Lokey major shareholders have been selling company stock?

Of the 276 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: Earnest Partners LLC ($1.21M), Wellington Management Group LLP ($1.09M), Burgundy Asset Management Ltd. ($580.54K), Clearbridge Investments LLC ($518.72K), Fiduciary Management Inc. WI ($458.78K), Thrivent Financial for Lutherans ($359.39K), and Kayne Anderson Rudnick Investment Management LLC ($354.34K).

How much institutional selling is happening at Houlihan Lokey?

Institutional investors have sold a total of 10,276,286 shares in the last 24 months. This volume of shares sold represents approximately $1.47B in transactions.



This page (NYSE:HLI) was last updated on 5/22/2025 by MarketBeat.com Staff
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