Houlihan Lokey Ownership | Who Owns Houlihan Lokey?
Houlihan Lokey Ownership Summary
Houlihan Lokey is owned by 81.68% institutional investors, 0.13% insiders, and 18.19% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.93% of HLI shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 2.64% of its assets in Houlihan Lokey shares.
HLI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Houlihan Lokey | 81.68% | 0.13% | 18.19% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Capital Markets Stocks | 33.12% | 15.10% | 51.78% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 5.28M | 7.93% | $758.43M |
| Vanguard group | 5.26M | 7.89% | $915.67M |
| Blackrock | 5.00M | 7.77% | $673.96M |
| Kayne anderson rudnick investment management | 2.64M | 3.97% | $379.47M |
| Earnest partners | 2.23M | 3.35% | $320.13M |
| Royal bank of canada | 1.75M | 2.63% | $251.55M |
| State street | 1.69M | 2.54% | $243.25M |
| Morgan stanley | 1.59M | 2.39% | $228.64M |
| Wellington management group llp | 1.36M | 2.04% | $195.53M |
| Geode capital management | 1.35M | 2.03% | $194.10M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Montanaro asset management | 98.25K | 4.22% | $14.11M |
| Barlow wealth partners | 205.16K | 3.70% | $33.34M |
| Burgundy asset management | 1.22M | 2.29% | $243.01M |
| Franklin, parlapiano, turner & welch | 52.96K | 2.00% | $8.38M |
| Wealth high governance capital ltda | 61.03K | 1.99% | $10.63M |
| Van berkom & associates | 405.98K | 1.93% | $58.31M |
| Woodley farra manion portfolio management | 257.69K | 1.80% | $37.01M |
| Fiduciary management inc /wi/ | 803.57K | 1.43% | $115.41M |
| Crawford fund management | 50.53K | 1.40% | $7.26M |
| Pier capital | 56.15K | 1.33% | $8.06M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 1.59M | 0.01% | 1.04M |
| Norges bank | 662.94K | 0.01% | 662.94K |
| Citadel advisors | 488.15K | 0.01% | 421.07K |
| Capital research global investors | 1.31M | 0.03% | 352.41K |
| Vanguard fiduciary trust | 340.39K | 0.01% | 340.39K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | 140.05K | 0.01% | -393.41K |
| First trust advisors lp | 32.60K | 0.00% | -375.44K |
| Thrivent financial for lutherans | 349.76K | 0.10% | -359.09K |
| Macquarie group | - | - | -312.27K |
| Invesco | 474.77K | 0.01% | -286.19K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 662.94K | 0.01% | 662.94K | $115.48M |
| Vanguard fiduciary trust | 340.39K | 0.01% | 340.39K | $48.89M |
| Vaughan nelson investment management | 248.77K | 0.36% | 248.77K | $35.73M |
| Assenagon asset management | 117.61K | 0.03% | 117.61K | $16.89M |
| Balyasny asset management | 116.33K | 0.02% | 116.33K | $16.71M |
Sold Out
| Holder | Change |
|---|---|
| Stephens consulting | -1.00 |
| Mv capital management | -1.00 |
| Financial gravity asset management | -1.00 |
| New millennium group | -1.00 |
| Total investment management | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 533 | -7.79% | 54,424,582 | -0.05% | 81 | 1.22% | 257 | -6.88% | 206 | -8.04% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1.83M | 2.64% | -928.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.73M | 2.49% | 12.99K |
| Vanguard US Total Market Shares ETF | 1.68M | 2.39% | 1.18K |
| Vanguard Small Cap Index | 1.25M | 1.80% | -2.87K |
| Capital Group AMCAP Composite | 1.24M | 1.78% | 326.55K |
| American Funds AMCAP A | 1.24M | 1.78% | 326.55K |
| Vanguard Explorer Inv | 978.52K | 1.40% | -5.07K |
| Vanguard Small Cap Growth Index Inv | 701.73K | 1.01% | -872.00 |
| Virtus KAR Mid-Cap Core I | 691.54K | 0.99% | -87.05K |
| Eaton Vance Atlanta Capital SMID-Cap I | 685.78K | 0.99% | 118.73K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 21, 2026 | BEISER SCOTT L | CO-CHAIRMAN | Sell | $941.38K |
| Apr 01, 2026 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | Sell | $71.70K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 2 |
| 2026 Q1 | - | 2 |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 4 |
| 2025 Q2 | - | 6 |
HLI Ownership FAQ
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