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Houlihan Lokey (HLI) Institutional Ownership

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-1.65 (-1.27%)
(As of 04/24/2024 ET)
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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)
210
Total
Institutional Inflows
(last 12 months)
$922.15M
Number of
Institutional Sellers
(last 12 months)
129
Total
Institutional Outflows
(last 12 months)
$360.98M
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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
4/24/2024Simplicity Wealth LLC4,040$518K0.0%N/A0.006%
4/23/2024 Louisiana State Employees Retirement System15,000$1.92M0.0%+3.4%0.022%
4/23/2024 Amalgamated Bank28,436$3.65M0.0%-15.5%0.041%
4/23/2024 Fifth Third Bancorp41,021$5.26M0.0%+2.0%0.059%
4/23/2024 Summit Trail Advisors LLC3,939$505K0.0%-2.2%0.006%
4/23/2024 Raymond James Financial Services Advisors Inc.15,843$2.03M0.0%+15.3%0.023%
4/22/2024 Raymond James & Associates143,424$18.39M0.0%+4.2%0.208%
4/22/2024 Berry Wealth Group LP2,207$283K0.2%N/A0.003%
4/19/2024 Taylor Frigon Capital Management LLC15,094$1.94M0.9%-2.0%0.022%
4/19/2024 Norden Group LLC6,504$834K0.0%N/A0.009%
4/19/2024 Handelsinvest Investeringsforvaltning1,826$234K0.1%-34.2%0.003%
4/18/2024 State of Michigan Retirement System12,800$1.64M0.0%+3.2%0.019%
4/18/2024 Allspring Global Investments Holdings LLC6,627$850K0.0%+38.4%0.010%
4/18/2024 Park Place Capital Corp690$88K0.0%-38.5%0.001%
4/16/2024 OneAscent Wealth Management LLC1,954$250K0.1%+13.7%0.003%
4/15/2024 Brookstone Capital Management5,438$697K0.0%-5.7%0.008%
4/12/2024 West Coast Financial LLC23,705$3.04M0.4%-6.3%0.034%
4/12/2024 Steph & Co.1,988$255K0.1%-27.7%0.003%
4/10/2024 Park Avenue Securities LLC8,412$1.08M0.0%-13.1%0.012%
4/10/2024 Fulton Bank N.A.6,709$860K0.0%+4.0%0.010%
4/9/2024 Mather Group LLC.613$74K0.0%N/A0.001%
4/5/2024 NBC Securities Inc.5,904$756K0.1%-41.5%0.009%
3/26/2024HighPoint Advisor Group LLC1,761$221K0.0%N/A0.003%
3/25/2024Quadrature Capital Ltd11,636$1.40M0.0%+134.1%0.017%
3/22/2024PNC Financial Services Group Inc.17,940$2.15M0.0%-6.7%0.026%
3/19/2024Accent Capital Management LLC350$42K0.0%N/A0.001%
3/11/2024Vanguard Group Inc.5,074,300$608.46M0.0%+2.9%7.342%
3/5/2024Wellington Management Group LLP2,221,017$266.32M0.0%-18.5%3.214%
3/1/2024Goldman Sachs Group Inc.359,611$43.12M0.0%-3.9%0.520%
2/28/2024American International Group Inc.69,743$8.36M0.0%+15,061.5%0.101%
2/26/2024Teachers Retirement System of The State of Kentucky11,900$1.43M0.0%N/A0.017%
2/20/2024Eventide Asset Management LLC175,269$21.02M0.3%+17.1%0.254%
2/15/2024Argent Capital Management LLC248,398$29.79M1.0%+8.2%0.360%
2/14/2024Fiduciary Management Inc. WI1,195,597$143.36M1.3%+3.4%1.733%
2/14/2024Sei Investments Co.693,248$83.13M0.1%+39.1%1.005%
2/14/2024Woodson Capital Management LP66,000$7.91M1.6%N/A0.096%
2/14/2024Quadrature Capital Ltd11,636$1.40M0.0%+134.1%0.017%
2/14/2024Schroder Investment Management Group117,165$14.05M0.0%-8.9%0.170%
2/13/2024Envestnet Asset Management Inc.480,772$57.65M0.0%+2.3%0.697%
2/13/2024American International Group Inc.69,743$8.36M0.0%+15,061.5%0.101%
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2/13/2024Public Employees Retirement Association of Colorado165,791$19.88M0.1%+36.8%0.240%
2/13/2024Capital International Investors792,073$94.98M0.0%+56.7%1.148%
2/13/2024Burgundy Asset Management Ltd.1,714,480$205.58M2.3%+2.8%2.485%
2/13/2024Walled Lake Planning & Wealth Management LLC48,150$5.77M2.7%-0.4%0.070%
2/13/2024Steward Partners Investment Solutions LLC1,790$215K0.1%N/A0.003%
2/13/2024Campbell & CO Investment Adviser LLC24,284$2.91M0.3%N/A0.035%
2/13/2024California State Teachers Retirement System54,199$6.50M0.0%-3.6%0.079%
2/12/2024Alberta Investment Management Corp20,976$2.52M0.0%-1.8%0.030%
2/12/2024Eagle Asset Management Inc.118,460$14.21M0.1%+11.7%0.172%
2/12/2024Bank of Nova Scotia19,200$2.30M0.0%+31.7%0.028%
2/12/2024TFO Wealth Partners LLC1,307$157K0.0%+65,250.0%0.002%
2/12/2024Treasurer of the State of North Carolina22,440$2.69M0.0%+1.0%0.033%
2/12/2024Stifel Financial Corp65,447$7.85M0.0%+2.9%0.095%
2/12/2024Connable Office Inc.7,660$919K0.1%-4.2%0.011%
2/12/2024Hsbc Holdings PLC12,107$1.46M0.0%-38.5%0.018%
2/9/2024Intech Investment Management LLC3,830$459K0.0%-30.1%0.006%
2/9/2024Advisory Services Network LLC2,612$313K0.0%-5.8%0.004%
2/9/2024Orion Portfolio Solutions LLC4,154$485K0.0%-2.1%0.006%
2/9/2024Weil Company Inc.30,373$3.64M1.6%-15.7%0.044%
2/9/2024FineMark National Bank & Trust47,801$5.73M0.2%-1.1%0.069%
2/9/2024Commerce Bank5,136$616K0.0%-26.4%0.007%
2/9/2024US Bancorp DE30,699$3.68M0.0%-4.9%0.044%
2/9/2024Montanaro Asset Management Ltd144,750$17.36M3.3%+2.7%0.210%
2/9/2024EverSource Wealth Advisors LLC1,139$137K0.0%+12.1%0.002%
2/9/2024Franklin Resources Inc.315,948$37.89M0.0%-34.9%0.458%
2/9/2024Assetmark Inc.445$53K0.0%-30.4%0.001%
2/9/2024GW&K Investment Management LLC485,994$58.28M0.5%-23.5%0.704%
2/9/2024O Neil Global Advisors Inc.1,728$207K0.1%N/A0.003%
2/9/2024Corient Private Wealth LLC22,293$2.67M0.0%+3.3%0.032%
2/9/2024Clearbridge Investments LLC1,094,417$131.23M0.1%-7.2%1.586%
2/9/2024Wells Fargo & Company MN472,224$56.62M0.0%+2.1%0.684%
2/9/2024UBS Group AG160,517$19.25M0.0%-8.1%0.233%
2/9/2024PNC Financial Services Group Inc.17,940$2.15M0.0%-6.7%0.026%
2/9/2024Dynamic Technology Lab Private Ltd2,240$269K0.0%N/A0.003%
2/9/2024Norges Bank585,646$70.23M0.0%N/A0.849%
2/8/2024Brown Advisory Inc.408,477$48.98M0.1%+11.2%0.592%
2/8/2024Securian Asset Management Inc.4,356$522K0.0%N/A0.006%
2/8/2024Great Lakes Advisors LLC114,657$13.75M0.1%-1.8%0.166%
2/8/2024Fiera Capital Corp33,381$4.00M0.0%-7.9%0.048%
2/8/2024EFG Asset Management North America Corp.10,241$1.23M0.2%-18.4%0.015%
2/8/2024Beacon Pointe Advisors LLC2,951$354K0.0%-23.1%0.004%
2/8/2024Eagle Bay Advisors LLC329$39K0.0%-33.0%0.000%
2/8/2024Vanguard Personalized Indexing Management LLC5,952$714K0.0%+14.5%0.009%
2/7/2024Principal Financial Group Inc.216,186$25.92M0.0%+819.2%0.313%
2/7/2024Envestnet Portfolio Solutions Inc.11,730$1.41M0.0%-3.6%0.017%
2/7/2024Dimensional Fund Advisors LP632,451$75.84M0.0%-4.9%0.917%
2/7/2024QRG Capital Management Inc.2,446$293K0.0%+9.8%0.004%
2/7/2024 NBC Securities Inc.10,099$1.21M0.1%-2.5%0.015%
2/7/2024BNP Paribas Financial Markets14,130$1.69M0.0%+122.6%0.020%
2/7/2024Teacher Retirement System of Texas12,013$1.44M0.0%-2.0%0.017%
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2/7/2024Principal Securities Inc.688$82K0.0%N/A0.001%
2/6/2024 Everpar Advisors LLC2,509$301K0.1%N/A0.004%
2/6/2024 Barlow Wealth Partners Inc.168,767$20.24M2.9%N/A0.245%
2/6/2024Charles Schwab Investment Management Inc.430,152$51.58M0.0%+3.6%0.623%
2/6/2024Private Advisor Group LLC3,198$383K0.0%+3.3%0.005%
2/6/2024FourThought Financial Partners LLC8,021$962K0.1%-6.1%0.012%
2/6/2024M&T Bank Corp4,379$525K0.0%+13.7%0.006%
2/6/2024 Amalgamated Bank33,634$4.03M0.0%+265.9%0.049%
2/6/2024Natixis Advisors L.P.545,235$65.38M0.2%-0.5%0.790%
2/6/2024Swiss National Bank101,236$12.14M0.0%-9.4%0.147%
(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, 362 institutional investors and hedge funds held shares of Houlihan Lokey. The most heavily invested institutionals were Vanguard Group Inc. ($608.46M), Earnest Partners LLC ($334.56M), Kayne Anderson Rudnick Investment Management LLC ($295.67M), BlackRock Inc. ($287.05M), Wellington Management Group LLP ($266.32M), Burgundy Asset Management Ltd. ($205.58M), and Alliancebernstein L.P. ($181.51M).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 310 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: Wellington Management Group LLP ($1.10M), Capital International Investors ($792.08K), FMR LLC ($680.20K), Norges Bank ($585.65K), Clearbridge Investments LLC ($572.51K), Thrivent Financial for Lutherans ($515.13K), and Sei Investments Co. ($441.52K).

How much institutional buying is happening at Houlihan Lokey?

Institutional investors have bought a total of 12,015,635 shares in the last 24 months. This purchase volume represents approximately $1.19B in transactions.

Which Houlihan Lokey major shareholders have been selling company stock?

Of the 203 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 ($692.44K), Wellington Management Group LLP ($502.67K), Van Berkom & Associates Inc. ($386.49K), Federated Hermes Inc. ($373.33K), Jennison Associates LLC ($304.68K), Robeco Institutional Asset Management B.V. ($268.27K), and Northern Trust Corp ($266.67K).

How much institutional selling is happening at Houlihan Lokey?

Institutional investors have sold a total of 6,707,241 shares in the last 24 months. This volume of shares sold represents approximately $633.86M in transactions.


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This page (NYSE:HLI) was last updated on 4/25/2024 by MarketBeat.com Staff

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