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Houlihan Lokey (HLI) Institutional Ownership

Houlihan Lokey logo
$151.35 -0.20 (-0.13%)
As of 11:35 AM Eastern
This is a fair market value price provided by Massive. 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)
371
Total
Institutional Inflows
(last 12 months)
$2.18B
Number of
Institutional Sellers
(last 12 months)
287
Total
Institutional Outflows
(last 12 months)
$1.33B
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2026Argent 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%
5/19/2026 Janus Henderson Group PLC33,186$4.77M0.0%-79.5%0.048%
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 Company 38,140$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%
5/14/2026 Gibbs 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%
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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%
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%
4/25/2026 Keybank National Association OH3,400$488K0.0%-60.0%0.005%
4/24/2026 Stegent Equity Advisors Inc.4,593$660K0.6%-43.5%0.007%
4/24/2026 Fulton Bank N.A.5,425$779K0.0%-4.6%0.008%
4/24/2026 MQS Management LLC1,393$200K0.1%-36.2%0.002%
4/22/2026 Janney Montgomery Scott LLC3,245$466K0.0%-4.4%0.005%
4/22/2026 Pictet Asset Management Holding SA8,606$1.24M0.0%+6.4%0.012%
4/22/2026 Union Bancaire Privee UBP SA5,774$803K0.0%+11.6%0.008%
4/22/2026 Sterling Capital Management LLC1,270$182K0.0%-40.3%0.002%
4/22/2026 Venturi Wealth Management LLC2,893$415K0.0%N/A0.004%
4/21/2026 J2 Capital Management Inc4,567$656K0.4%+46.1%0.007%
4/21/2026 Louisiana State Employees Retirement System15,800$2.27M0.0%N/A0.023%
4/20/2026 Blue Trust Inc.4,016$577K0.0%+4.1%0.006%
4/20/2026 Fifth Third Wealth Advisors LLC2,130$306K0.0%+37.2%0.003%
4/20/2026 Assenagon Asset Management S.A.117,605$16.89M0.0%N/A0.169%
4/18/2026 Faithward Advisors LLC19,369$2.78M0.4%+1.6%0.028%
4/18/2026 Steph & Co.974$140K0.0%+55.6%0.001%
4/17/2026 Krilogy Financial LLC2,405$382K0.0%N/A0.003%
4/17/2026 Brookstone Capital Management3,669$527K0.0%-3.2%0.005%
4/16/2026 SG Americas Securities LLC22,446$3.22M0.0%-53.1%0.032%
4/16/2026 Vaughan Nelson Investment Management L.P.248,770$35.73M0.4%N/A0.356%
4/16/2026 Diversified Trust Co7,506$1.08M0.0%+85.1%0.011%
3/20/2026 Hsbc Holdings PLC25,676$4.48M0.0%-28.1%0.037%
3/17/2026 Rockefeller Capital Management L.P.10,663$1.86M0.0%+11.6%0.015%
3/10/2026 Montanaro Asset Management Ltd97,650$17.01M4.7%+9.7%0.140%
3/9/2026 Corient Private Wealth LLC12,851$2.24M0.0%-7.2%0.018%
3/6/2026 Hsbc Holdings PLC25,676$4.48M0.0%-28.1%0.037%
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3/3/2026 Caitong International Asset Management Co. Ltd983$171K0.0%N/A0.001%
3/2/2026 Sankala Group LLC1,034$169K0.1%N/A0.001%
2/24/2026 Pacer Advisors Inc.8,065$1.41M0.0%+11.5%0.012%
2/23/2026 Virtu Financial LLC4,955$863K0.0%N/A0.007%
2/20/2026 Dorsey Wright & Associates28,123$4.90M1.1%+4.7%0.040%
2/19/2026 Mcguire Capital Advisors Inc.2,330$406K0.3%N/A0.003%
2/19/2026 T. Rowe Price Investment Management Inc.533,456$92.92M0.1%-33.6%0.764%
2/19/2026 Invesco Ltd.760,961$132.55M0.0%-8.0%1.090%
2/19/2026 Axxcess Wealth Management LLC1,761$307K0.0%-40.0%0.003%
2/19/2026 Corient Private Wealth LLC11,996$2.09M0.0%-13.4%0.017%


HLI Institutional Ownership - Frequently Asked Questions

During the previous two years, 616 institutional investors and hedge funds held shares of Houlihan Lokey. The most heavily invested institutionals were 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), Royal Bank of Canada ($251.55M), and Geode Capital Management LLC ($247.13M).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 533 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 ($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), GAMMA Investing LLC ($689.51K), and Millennium Management LLC ($632.40K).

Institutional investors have bought a total of 12,060,091 shares in the last 24 months. This purchase volume represents approximately $2.18B in transactions.

Of the 287 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), Ameriprise Financial Inc. ($490.66K), Capital International Investors ($485.13K), First Trust Advisors LP ($481.00K), Jacobs Levy Equity Management Inc. ($319.37K), Congress Asset Management Co. ($237.49K), and Earnest Partners LLC ($180.96K).

Institutional investors have sold a total of 7,302,305 shares in the last 24 months. This volume of shares sold represents approximately $1.33B in transactions.



This page (NYSE:HLI) was last updated on 5/22/2026 by MarketBeat.com Staff.
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