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Houlihan Lokey (HLI) Institutional Ownership

Houlihan Lokey logo
$138.97 -0.90 (-0.64%)
As of 03:12 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)
371
Total
Institutional Inflows
(last 12 months)
$2.12B
Number of
Institutional Sellers
(last 12 months)
286
Total
Institutional Outflows
(last 12 months)
$1.31B
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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
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%
6/18/2026Pacer Advisors Inc.8,198$1.18M0.0%+1.6%0.012%
6/18/2026Wealth High Governance Capital Ltda25,816$3.71M1.1%-33.8%0.037%
6/18/2026Wealth High Governance Asset Management Ltda.21,968$3.16M1.1%-0.4%0.032%
6/3/2026NewEdge Advisors LLC7,651$1.10M0.0%-64.5%0.011%
6/1/2026Integrated Investment Consultants LLC3,101$445K0.1%-5.9%0.004%
5/28/2026Henshaw Capital LLC7,964$1.14M0.0%N/A0.011%
5/27/2026Alpine Woods Capital Investors LLC11,975$1.72M0.4%+224.8%0.017%
5/22/2026Segall Bryant & Hamill LLC120,258$17.27M0.2%+36.7%0.172%
5/22/2026Wellington Grp LLC394$57K0.0%-25.7%0.001%
5/21/2026 Argent Capital Management LLC202,422$29.07M0.9%-14.3%0.290%
5/19/2026Bank of America Corp DE950,872$136.56M0.0%-0.3%1.362%
5/19/2026Edgestream 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%
5/19/2026Arkadios Wealth Advisors1,497$215K0.0%-8.9%0.002%
5/18/2026Amundi113,465$16.30M0.0%+322.8%0.163%
5/18/2026EverSource Wealth Advisors LLC2,822$405K0.0%+13.9%0.004%
5/18/2026California State Teachers Retirement System64,370$9.25M0.0%+25.3%0.092%
5/18/2026Resources Management Corp CT ADV7,045$1.01M0.1%+18.7%0.010%
5/18/2026Royal Bank of Canada1,751,495$251.55M0.0%+2.8%2.510%
5/18/2026Empowered Funds LLC27,833$4.00M0.0%+11.5%0.040%
5/16/2026The Manufacturers Life Insurance Company 38,140$5.48M0.0%-2.4%0.055%
5/16/2026Infrastructure Capital Advisors LLC1,810$260K0.0%+15.1%0.003%
5/16/2026Quantinno Capital Management LP45,227$6.50M0.0%+157.1%0.065%
5/16/2026SummitTX Capital L.P.13,590$1.95M0.1%+91.2%0.019%
5/15/2026Entropy Technologies LP27,331$3.93M0.2%N/A0.039%
5/15/2026Cannell & Spears LLC9,094$1.31M0.0%-8.0%0.013%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund21,011$3.02M0.0%N/A0.030%
5/14/2026Public Employees Retirement System of Ohio52,692$7.57M0.0%+17.8%0.076%
5/14/2026Inceptionr LLC2,778$399K0.1%N/A0.004%
5/14/2026Bank of Nova Scotia6,363$914K0.0%+63.7%0.009%
5/14/2026Gibbs Wealth Management8,412$1.21M0.2%-4.0%0.012%
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5/14/2026Sei Investments Co.689,532$99.03M0.1%+0.1%0.988%
5/14/2026Walleye Capital LLC2,788$400K0.0%-97.6%0.004%
5/14/2026State of Wyoming2,770$398K0.0%-27.4%0.004%
5/13/2026Cetera Investment Advisers24,095$3.46M0.0%-16.1%0.035%
5/13/2026NewEdge Wealth LLC1,684$242K0.0%-5.4%0.002%
5/13/2026First Trust Advisors LP32,603$4.68M0.0%-92.0%0.047%
5/8/2026PNC Financial Services Group Inc.16,590$2.38M0.0%-0.5%0.024%
5/7/2026Van Berkom & Associates Inc.405,978$58.31M1.9%+7.6%0.582%
5/7/2026Dimensional Fund Advisors LP616,519$88.54M0.0%+15.2%0.883%
5/7/2026Parallel Advisors LLC878$126K0.0%-11.8%0.001%
5/7/2026AlphaCentric Advisors LLC499$72K0.1%-42.2%0.001%
5/7/2026Swiss National Bank107,836$15.49M0.0%+0.6%0.155%
5/6/2026Jennison Associates LLC468,557$67.29M0.0%-20.3%0.671%
5/6/2026Annis Gardner Whiting Capital Advisors LLC236$34K0.0%+103.4%0.000%
5/6/2026California Public Employees Retirement System107,374$15.42M0.0%+3.3%0.154%
5/6/2026Assetmark Inc.8,721$1.25M0.0%-12.7%0.012%
5/6/2026Bessemer Group Inc.354$51K0.0%-70.2%0.001%
5/6/2026Allspring Global Investments Holdings LLC1,844$259K0.0%+31.1%0.003%
5/5/2026Bank of New York Mellon Corp420,646$60.41M0.0%-0.9%0.603%
5/5/2026Geneos Wealth Management Inc.30,538$4.39M0.1%-8.9%0.044%
5/5/2026Sanctuary Advisors LLC18,372$2.64M0.0%-0.9%0.026%
5/4/2026State of Michigan Retirement System13,100$1.88M0.0%+1.6%0.019%
5/4/2026Principal Financial Group Inc.121,733$17.48M0.0%+4.0%0.174%
5/2/2026Diversify Wealth Management LLC1,847$288K0.0%+42.4%0.003%
5/1/2026Fifth 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%
4/30/2026Hsbc Holdings PLC18,295$2.64M0.0%-28.7%0.026%
4/30/2026Accredited Investors Inc.2,196$315K0.0%-65.7%0.003%
4/30/2026Oregon Public Employees Retirement Fund11,130$1.60M0.0%+1.8%0.016%
4/30/2026Taylor Frigon Capital Management LLC6,641$954K0.5%-3.8%0.010%
4/30/2026Quantum Portfolio Management LLC3,888$558K0.0%+4.7%0.006%
4/28/2026Appleton Partners Inc. MA9,559$1.37M0.1%-15.1%0.014%
4/28/2026Abel Hall LLC2,023$291K0.1%N/A0.003%
4/28/2026Whittier Trust Co. of Nevada Inc.39,625$5.58M0.1%+4.0%0.057%
4/28/2026Whittier 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%
4/27/2026HB Wealth Management LLC1,630$234K0.0%+9.1%0.002%
4/27/2026New 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%
4/27/2026Elevation Point Wealth Partners LLC3,049$438K0.0%N/A0.004%
4/25/2026Strs Ohio42,994$6.18M0.0%-14.0%0.062%
4/25/2026Keybank National Association OH3,400$488K0.0%-60.0%0.005%
4/24/2026Stegent 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%
4/24/2026MQS Management LLC1,393$200K0.1%-36.2%0.002%
4/22/2026Janney Montgomery Scott LLC3,245$466K0.0%-4.4%0.005%
4/22/2026Pictet 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%
4/22/2026Sterling Capital Management LLC1,270$182K0.0%-40.3%0.002%
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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%
4/20/2026Blue 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%
4/18/2026Faithward Advisors LLC19,369$2.78M0.4%+1.6%0.028%
4/18/2026 Steph & Co.974$140K0.0%+55.6%0.001%
4/17/2026Krilogy Financial LLC2,405$382K0.0%N/A0.003%
4/17/2026 Brookstone Capital Management3,669$527K0.0%-3.2%0.005%


HLI Institutional Ownership - Frequently Asked Questions

During the previous two years, 618 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 ($690.77K), and Millennium Management LLC ($632.40K).

Institutional investors have bought a total of 11,777,407 shares in the last 24 months. This purchase volume represents approximately $2.12B in transactions.

Of the 286 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), Earnest Partners LLC ($180.96K), and Wellington Management Group LLP ($175.40K).

Institutional investors have sold a total of 7,242,199 shares in the last 24 months. This volume of shares sold represents approximately $1.31B in transactions.


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This page (NYSE:HLI) was last updated on 7/22/2026 by MarketBeat.com Staff.
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