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Houlihan Lokey (HLI) Institutional Ownership

Houlihan Lokey logo
$128.92 -1.24 (-0.96%)
As of 10:26 AM 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)
322
Total
Institutional Inflows
(last 12 months)
$1.67B
Number of
Institutional Sellers
(last 12 months)
251
Total
Institutional Outflows
(last 12 months)
$1.19B
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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
10/9/2026Wedmont Private Capital2,008$252K0.0%N/A0.003%
10/9/2026Diversified Management Inc.18,154$2.29M0.4%N/A0.026%
10/9/2026GAMMA Investing LLC12,464$1.58M0.1%+53.1%0.018%
10/9/2026Galvin Gaustad & Stein LLC2,000$253K0.0%N/A0.003%
10/9/2026Bell Asset Management Ltd19,859$2.51M0.9%-22.7%0.029%
10/8/2026Farther Finance Advisors LLC587$74K0.0%+131.1%0.001%
10/8/2026Atwood & Palmer Inc.128,463$16.23M0.9%+514.7%0.186%
10/8/2026Fenimore Asset Management Inc256,760$32.44M0.7%+52.9%0.372%
10/5/2026Argent Capital Management LLC158,547$20.03M0.1%-3.4%0.230%
10/2/2026 Versant Capital Management Inc240$30K0.0%-52.9%0.000%
9/23/2026Envestnet Portfolio Solutions Inc.3,339$448K0.0%-44.3%0.005%
9/9/2026Sequoia Financial Advisors LLC3,328$446K0.0%+27.1%0.005%
9/9/2026Tidal Investments LLC25,108$3.37M0.0%-15.8%0.036%
9/9/2026Engineers Gate Manager LP19,909$2.67M0.0%-45.1%0.029%
9/9/2026Integrated Wealth Concepts LLC3,780$507K0.0%+19.8%0.005%
9/9/2026NewEdge Advisors LLC7,422$995K0.0%-3.0%0.011%
9/9/2026IFP Advisors Inc1,023$137K0.0%-20.5%0.001%
9/9/2026Squarepoint Ops LLC78,512$10.53M0.0%+356.7%0.114%
9/9/2026Baird Financial Group Inc.20,327$2.73M0.0%+2.7%0.029%
9/8/2026Nykredit A S2,591$348K0.0%N/A0.004%
8/27/2026VELA Investment Management LLC25,348$3.40M0.7%+62.3%0.037%
8/27/2026Corient Private Wealth LP31,871$4.28M0.0%-5.2%0.046%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al3,600$483K0.0%N/A0.005%
8/23/2026VELA Investment Management LLC26,300$3.53M0.8%+63.1%0.038%
8/23/2026HB Wealth Management LLC1,773$238K0.0%+8.8%0.003%
8/22/2026AlphaGrep UK Ltd3,807$511K0.2%N/A0.006%
8/22/2026Barlow Wealth Partners LLC205,696$27.63M2.9%+0.3%0.298%
8/22/2026Concurrent Investment Advisors LLC2,360$317K0.0%+3.5%0.003%
8/21/2026AXQ Capital LP21,246$2.85M0.3%+324.5%0.031%
8/21/2026Nykredit A S2,591$348K0.0%N/A0.004%
8/21/2026B. Metzler seel. Sohn & Co. AG1,919$257K0.0%N/A0.003%
8/20/2026Rehmann Capital Advisory Group2,922$392K0.0%+14.5%0.004%
8/20/2026Grandeur Peak Global Advisors LLC39,863$5.35M1.3%+1.1%0.058%
8/20/2026Ancora Advisors LLC214,346$28.75M0.6%-4.0%0.310%
8/19/2026Wellington Management Group LLP929,760$124.71M0.0%-31.7%1.346%
8/18/2026Public Employees Retirement System of Ohio20,986$2.82M0.0%N/A0.030%
8/14/2026Ancora Advisors LLC214,346$28.75M0.6%N/A0.310%
7/10/2026Handelsbanken Fonder AB219,632$29.46M0.1%-15.7%0.318%
7/10/2026Fulton Bank N.A.5,696$764K0.0%+5.0%0.008%
7/9/2026Franklin Parlapiano Turner & Welch LLC53,484$7.17M1.6%+1.0%0.077%
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7/8/2026Atwood & Palmer Inc.20,897$2.80M0.1%-71.1%0.030%
7/8/2026Assenagon Asset Management S.A.126,476$16.96M0.0%+7.5%0.183%
7/7/2026GAMMA Investing LLC8,140$1.09M0.0%+24.1%0.012%
7/7/2026Harbor Investment Advisory LLC408$55K0.0%N/A0.001%
7/2/2026MassMutual 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%
5/21/2026Argent 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 Company38,140$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%
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%
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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%


HLI Institutional Ownership - Frequently Asked Questions

During the previous two years, 610 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 526 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 ($694.71K), and Invesco Ltd. ($573.75K).

Institutional investors have bought a total of 9,435,572 shares in the last 24 months. This purchase volume represents approximately $1.67B in transactions.

Of the 251 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 6,704,988 shares in the last 24 months. This volume of shares sold represents approximately $1.19B in transactions.


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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 10/9/2026. New 13F filings are added each quarter as they're published.
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