Houlihan Lokey Ownership | Who Owns Houlihan Lokey?
Houlihan Lokey Ownership Summary
Houlihan Lokey is owned by 62.00% institutional investors, 0.13% insiders, and 37.87% retail investors. Vanguard group is the largest institutional shareholder, holding 7.89% of HLI shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 2.52% of its assets in Houlihan Lokey shares.
HLI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Houlihan Lokey | 62.00% | 0.13% | 37.87% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Capital Markets Stocks | 28.28% | 14.21% | 57.51% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 5.26M | 7.89% | $915.67M |
| Blackrock funding, inc. /de | 5.24M | 7.87% | $912.99M |
| Blackrock | 5.00M | 7.77% | $673.96M |
| Kayne anderson rudnick investment management | 2.92M | 4.41% | $599.92M |
| Earnest partners | 2.29M | 3.44% | $399.16M |
| State street | 1.72M | 2.59% | $352.12M |
| Fmr | 1.43M | 2.17% | $294.62M |
| Geode capital management | 1.42M | 2.13% | $247.13M |
| Wellington management group llp | 1.37M | 2.07% | $281.84M |
| Burgundy asset management | 1.22M | 1.84% | $243.01M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Montanaro asset management | 89.00K | 4.56% | $18.27B |
| Barlow wealth partners | 204.39K | 4.01% | $37.15M |
| Franklin, parlapiano, turner & welch | 52.13K | 2.46% | $9.90M |
| Burgundy asset management | 1.22M | 2.29% | $243.01M |
| Thomas story & son | 34.38K | 2.23% | $5.99M |
| Woodley farra manion portfolio management | 257.46K | 2.14% | $44.85M |
| Wealth high governance capital ltda | 61.03K | 1.99% | $10.63M |
| Van berkom & associates | 377.38K | 1.90% | $65.73M |
| Earnest partners | 2.29M | 1.71% | $399.16M |
| Walled lake planning & wealth management | 28.00K | 1.54% | $4.88M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bank of montreal /can/ | 1.20M | 0.07% | 1.16M |
| Norges bank | 662.94K | 0.01% | 662.94K |
| Price t rowe associates inc /md/ | 329.45K | 0.01% | 291.44K |
| Royal bank of canada | 368.60K | 0.01% | 193.50K |
| Caisse de depot et placement du quebec | 170.62K | 0.06% | 137.24K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ameriprise financial | 104.61K | 0.00% | -385.08K |
| Macquarie group | - | - | -312.27K |
| Blackrock funding, inc. /de | 5.24M | 0.02% | -269.39K |
| Capital investors | 313.23K | 0.01% | -257.67K |
| T. rowe price investment management | 803.14K | 0.10% | -249.10K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 662.94K | 0.01% | 662.94K | $115.48M |
| Axa investment managers | 84.66K | 0.05% | 84.66K | $17.38M |
| Atwood & palmer | 69.96K | 0.69% | 69.96K | $12.19M |
| Thomas story & son | 34.38K | 2.23% | 34.38K | $5.99M |
| Atom investors lp | 27.39K | 0.43% | 27.39K | $5.62M |
Sold Out
| Holder | Change |
|---|---|
| Mv capital management | -1.00 |
| New millennium group | -1.00 |
| Stephens consulting | -1.00 |
| Financial gravity asset management | -1.00 |
| Total investment management | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 451 | -19.18% | 41,310,865 | -23.75% | 61 | 0.93% | 209 | -21.13% | 177 | -13.24% |
| Sep 30, 2025 | 396 | -27.74% | 37,934,368 | -31.22% | 57 | 0.83% | 186 | -30.34% | 142 | -31.73% |
| Jun 30, 2025 | 545 | 3.81% | 54,755,076 | 4.43% | 82 | 1.30% | 264 | -5.04% | 208 | 23.08% |
| Mar 31, 2025 | 519 | 1.76% | 52,124,106 | -2.41% | 79 | 1.20% | 277 | - | 167 | 1.83% |
| Dec 31, 2024 | 308 | -31.56% | 26,842,553 | -48.46% | 40 | 0.65% | 161 | -29.07% | 101 | -35.26% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1.76M | 2.52% | 100.03K |
| Vanguard Total Stock Mkt Idx Inv | 1.72M | 2.46% | 3.31K |
| Vanguard US Total Market Shares ETF | 1.68M | 2.39% | 1.18K |
| Vanguard Small Cap Index | 1.23M | 1.77% | -325.00 |
| Vanguard Explorer Inv | 983.59K | 1.41% | 67.47K |
| Capital Group AMCAP Composite | 915.59K | 1.31% | -246.71K |
| American Funds AMCAP A | 915.59K | 1.31% | -246.71K |
| Virtus KAR Mid-Cap Core I | 778.59K | 1.12% | -42.75K |
| Vanguard Small Cap Growth Index Inv | 686.33K | 0.98% | -11.64K |
| AF Global Equity (AFRIS) | 660.28K | 0.95% | 660.28K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 06, 2026 | SCHRIESHEIM ROBERT A | - | Sell | $854.30K |
| Jan 02, 2026 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | Sell | $87.08K |
| Sep 16, 2025 | GOLD IRWIN | CO-CHAIRMAN | Sell | $1.38M |
| Sep 02, 2025 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | Sell | $98.11K |
| Aug 27, 2025 | SIEGERT PAUL ERIC | CO-CHAIRMAN | Sell | $8.00M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | 4 |
| 2025 Q2 | - | 6 |
| 2025 Q1 | - | 3 |
| 2024 Q4 | - | 6 |
HLI Ownership FAQ
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