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Houlihan Lokey (HLI) Institutional Ownership

Houlihan Lokey logo
$132.56 -0.73 (-0.55%)
As of 09/1/2026 03:58 PM Eastern
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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)
320
Total
Institutional Inflows
(last 12 months)
$2.77B
Number of
Institutional Sellers
(last 12 months)
252
Total
Institutional Outflows
(last 12 months)
$1.20B
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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
8/27/2026 VELA Investment Management LLC25,348$3.40M0.7%+62.3%0.037%
8/27/2026 Corient Private Wealth LP31,871$4.28M0.0%-5.2%0.046%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al3,600$483K0.0%N/A0.005%
8/24/2026 California State Teachers Retirement System8,459,445$1.13B0.0%+13,041.9%12.250%
8/23/2026 VELA Investment Management LLC26,300$3.53M0.8%+63.1%0.038%
8/23/2026 HB Wealth Management LLC1,773$238K0.0%+8.8%0.003%
8/22/2026 AlphaGrep UK Ltd3,807$511K0.2%N/A0.006%
8/22/2026 Barlow Wealth Partners LLC205,696$27.63M2.9%+0.3%0.298%
8/22/2026 Concurrent Investment Advisors LLC2,360$317K0.0%+3.5%0.003%
8/21/2026 AXQ Capital LP21,246$2.85M0.3%+324.5%0.031%
8/21/2026 Nykredit A S2,591$348K0.0%N/A0.004%
8/21/2026 B. Metzler seel. Sohn & Co. AG1,919$257K0.0%N/A0.003%
8/20/2026 Rehmann Capital Advisory Group2,922$392K0.0%+14.5%0.004%
8/20/2026 Grandeur Peak Global Advisors LLC39,863$5.35M1.3%+1.1%0.058%
8/20/2026 Ancora Advisors LLC214,346$28.75M0.6%-4.0%0.310%
8/19/2026 Wellington Management Group LLP929,760$124.71M0.0%-31.7%1.346%
8/18/2026 Public Employees Retirement System of Ohio20,986$2.82M0.0%N/A0.030%
8/14/2026 Ancora Advisors LLC214,346$28.75M0.6%N/A0.310%
7/10/2026 Handelsbanken Fonder AB219,632$29.46M0.1%-15.7%0.318%
7/10/2026 Fulton Bank N.A.5,696$764K0.0%+5.0%0.008%
7/9/2026 Franklin Parlapiano Turner & Welch LLC53,484$7.17M1.6%+1.0%0.077%
7/8/2026 Atwood & Palmer Inc.20,897$2.80M0.1%-71.1%0.030%
7/8/2026 Assenagon Asset Management S.A.126,476$16.96M0.0%+7.5%0.183%
7/7/2026 GAMMA Investing LLC8,140$1.09M0.0%+24.1%0.012%
7/7/2026 Harbor Investment Advisory LLC408$55K0.0%N/A0.001%
7/2/2026 MassMutual Private Wealth & Trust FSB200$27K0.0%-32.9%0.000%
7/2/2026 Versant Capital Management Inc510$68K0.0%+91.0%0.001%
6/18/2026 Pacer Advisors Inc.8,198$1.18M0.0%+1.6%0.012%
6/18/2026 Wealth High Governance Capital Ltda25,816$3.71M1.1%-33.8%0.037%
6/18/2026 Wealth High Governance Asset Management Ltda.21,968$3.16M1.1%-0.4%0.032%
6/3/2026 NewEdge Advisors LLC7,651$1.10M0.0%-64.5%0.011%
6/1/2026 Integrated Investment Consultants LLC3,101$445K0.1%-5.9%0.004%
5/28/2026 Henshaw Capital LLC7,964$1.14M0.0%N/A0.011%
5/27/2026 Alpine Woods Capital Investors LLC11,975$1.72M0.4%+224.8%0.017%
5/22/2026 Segall Bryant & Hamill LLC120,258$17.27M0.2%+36.7%0.172%
5/22/2026 Wellington Grp LLC394$57K0.0%-25.7%0.001%
5/21/2026 Argent Capital Management LLC202,422$29.07M0.9%-14.3%0.290%
5/19/2026 Bank of America Corp DE950,872$136.56M0.0%-0.3%1.362%
5/19/2026 Edgestream Partners L.P.55,338$7.95M0.3%+510.7%0.079%
5/19/2026Janus Henderson Group PLC33,186$4.77M0.0%-79.5%0.048%
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5/19/2026 Arkadios Wealth Advisors1,497$215K0.0%-8.9%0.002%
5/18/2026 Amundi113,465$16.30M0.0%+322.8%0.163%
5/18/2026 EverSource Wealth Advisors LLC2,822$405K0.0%+13.9%0.004%
5/18/2026 California State Teachers Retirement System64,370$9.25M0.0%+25.3%0.092%
5/18/2026 Resources Management Corp CT ADV7,045$1.01M0.1%+18.7%0.010%
5/18/2026 Royal Bank of Canada1,751,495$251.55M0.0%+2.8%2.510%
5/18/2026 Empowered Funds LLC27,833$4.00M0.0%+11.5%0.040%
5/16/2026 The Manufacturers Life Insurance Company38,140$5.48M0.0%-2.4%0.055%
5/16/2026 Infrastructure Capital Advisors LLC1,810$260K0.0%+15.1%0.003%
5/16/2026 Quantinno Capital Management LP45,227$6.50M0.0%+157.1%0.065%
5/16/2026 SummitTX Capital L.P.13,590$1.95M0.1%+91.2%0.019%
5/15/2026 Entropy Technologies LP27,331$3.93M0.2%N/A0.039%
5/15/2026 Cannell & Spears LLC9,094$1.31M0.0%-8.0%0.013%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund21,011$3.02M0.0%N/A0.030%
5/14/2026 Public Employees Retirement System of Ohio52,692$7.57M0.0%+17.8%0.076%
5/14/2026 Inceptionr LLC2,778$399K0.1%N/A0.004%
5/14/2026 Bank of Nova Scotia6,363$914K0.0%+63.7%0.009%
5/14/2026Gibbs Wealth Management8,412$1.21M0.2%-4.0%0.012%
5/14/2026 Sei Investments Co.689,532$99.03M0.1%+0.1%0.988%
5/14/2026 Walleye Capital LLC2,788$400K0.0%-97.6%0.004%
5/14/2026 State of Wyoming2,770$398K0.0%-27.4%0.004%
5/13/2026 Cetera Investment Advisers24,095$3.46M0.0%-16.1%0.035%
5/13/2026 NewEdge Wealth LLC1,684$242K0.0%-5.4%0.002%
5/13/2026 First Trust Advisors LP32,603$4.68M0.0%-92.0%0.047%
5/8/2026 PNC Financial Services Group Inc.16,590$2.38M0.0%-0.5%0.024%
5/7/2026 Van Berkom & Associates Inc.405,978$58.31M1.9%+7.6%0.582%
5/7/2026 Dimensional Fund Advisors LP616,519$88.54M0.0%+15.2%0.883%
5/7/2026 Parallel Advisors LLC878$126K0.0%-11.8%0.001%
5/7/2026 AlphaCentric Advisors LLC499$72K0.1%-42.2%0.001%
5/7/2026 Swiss National Bank107,836$15.49M0.0%+0.6%0.155%
5/6/2026 Jennison Associates LLC468,557$67.29M0.0%-20.3%0.671%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC236$34K0.0%+103.4%0.000%
5/6/2026 California Public Employees Retirement System107,374$15.42M0.0%+3.3%0.154%
5/6/2026 Assetmark Inc.8,721$1.25M0.0%-12.7%0.012%
5/6/2026 Bessemer Group Inc.354$51K0.0%-70.2%0.001%
5/6/2026 Allspring Global Investments Holdings LLC1,844$259K0.0%+31.1%0.003%
5/5/2026 Bank of New York Mellon Corp420,646$60.41M0.0%-0.9%0.603%
5/5/2026 Geneos Wealth Management Inc.30,538$4.39M0.1%-8.9%0.044%
5/5/2026 Sanctuary Advisors LLC18,372$2.64M0.0%-0.9%0.026%
5/4/2026 State of Michigan Retirement System13,100$1.88M0.0%+1.6%0.019%
5/4/2026 Principal Financial Group Inc.121,733$17.48M0.0%+4.0%0.174%
5/2/2026 Diversify Wealth Management LLC1,847$288K0.0%+42.4%0.003%
5/1/2026 Fifth Third Bancorp36,432$5.23M0.0%+126.7%0.052%
5/1/2026 Sequoia Financial Advisors LLC2,618$376K0.0%-54.1%0.004%
5/1/2026 Walled Lake Planning & Wealth Management LLC28,407$4.08M1.2%+1.5%0.041%
4/30/2026 Hsbc Holdings PLC18,295$2.64M0.0%-28.7%0.026%
4/30/2026 Accredited Investors Inc.2,196$315K0.0%-65.7%0.003%
4/30/2026 Oregon Public Employees Retirement Fund11,130$1.60M0.0%+1.8%0.016%
4/30/2026 Taylor Frigon Capital Management LLC6,641$954K0.5%-3.8%0.010%
4/30/2026 Quantum Portfolio Management LLC3,888$558K0.0%+4.7%0.006%
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4/28/2026 Appleton Partners Inc. MA9,559$1.37M0.1%-15.1%0.014%
4/28/2026 Abel Hall LLC2,023$291K0.1%N/A0.003%
4/28/2026 Whittier Trust Co. of Nevada Inc.39,625$5.58M0.1%+4.0%0.057%
4/28/2026 Whittier Trust Co.78,222$11.01M0.1%+10.3%0.112%
4/28/2026 QRG Capital Management Inc.7,444$1.07M0.0%-46.7%0.011%
4/27/2026 HB Wealth Management LLC1,630$234K0.0%+9.1%0.002%
4/27/2026 New York State Teachers Retirement System20,465$2.94M0.0%-7.9%0.029%
4/27/2026 Y Intercept Hong Kong Ltd39,687$5.70M0.1%N/A0.057%
4/27/2026 Elevation Point Wealth Partners LLC3,049$438K0.0%N/A0.004%
4/25/2026 Strs Ohio42,994$6.18M0.0%-14.0%0.062%


HLI Institutional Ownership - Frequently Asked Questions

During the previous two years, 609 institutional investors and hedge funds held shares of Houlihan Lokey. The most heavily invested institutionals were California State Teachers Retirement System ($1.13B), Vanguard Group Inc. ($915.67M), Kayne Anderson Rudnick Investment Management LLC ($472.70M), Earnest Partners LLC ($399.16M), FMR LLC ($325.65M), State Street Corp ($296.70M), and Royal Bank of Canada ($251.55M).Learn more on Houlihan Lokey's institutional investors.

78.07% of Houlihan Lokey's stock is owned by institutional investors. Learn more on HLI's institutional investor holdings.

Of the 525 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: California State Teachers Retirement System ($8.41M), Norges Bank ($2.02M), Royal Bank of Canada ($1.39M), Bank of Montreal Can ($1.16M), Mayflower Financial Advisors LLC ($1.12M), Raymond James Financial Inc. ($908.67K), and GAMMA Investing LLC ($690.77K).

Institutional investors have bought a total of 17,549,694 shares in the last 24 months. This purchase volume represents approximately $2.77B in transactions.

Of the 252 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: T. Rowe Price Investment Management Inc. ($806.26K), Wellington Management Group LLP ($607.05K), Capital International Investors ($485.13K), First Trust Advisors LP ($389.09K), Ameriprise Financial Inc. ($385.08K), Jacobs Levy Equity Management Inc. ($319.37K), and Earnest Partners LLC ($180.96K).

Institutional investors have sold a total of 6,743,550 shares in the last 24 months. This volume of shares sold represents approximately $1.20B in transactions.


Related Companies

Institutional ownership data for NYSE:HLI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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