Houlihan Lokey Ownership 2024 | Who Owns Houlihan Lokey Now?
Institutional Ownership
12.48%
Insider Ownership
0.14%
Retail Ownership
87.38%
Institutional Holders
201.00
Houlihan Lokey Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 8.01% | 0.01% | 5,153,022 | 48,879 | 0.96% | 694,936,548 | Jun 30, 2024 |
| BLACKROCK INC. | 7.77% | 0.02% | 4,997,481 | 20,324 | 0.41% | 673,960,337 | Jun 30, 2024 |
| EARNEST PARTNERS LLC | 5.09% | 2.06% | 3,273,818 | 62,314 | 1.94% | 441,507,096 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4.80% | 1.02% | 3,087,898 | 38,155 | 1.25% | 416,434,027 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 3.09% | 0.05% | 1,985,416 | -28,879 | -1.43% | 267,753,202 | Jun 30, 2024 |
| FMR LLC | 2.67% | 0.01% | 1,716,414 | 30,237 | 1.79% | 231,475,656 | Jun 30, 2024 |
| STATE STREET CORP | 2.48% | 0.01% | 1,594,361 | -4,632 | -0.29% | 215,015,524,000 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 2.22% | 0.12% | 1,431,037 | 106,882 | 8.07% | 192,990,000 | Jun 30, 2024 |
| BAMCO INC /NY/ | 2.01% | 0.50% | 1,293,279 | -4,861 | -0.37% | 174,411,606 | Jun 30, 2024 |
| FIDUCIARY MANAGEMENT INC /WI/ | 1.89% | 1.53% | 1,216,179 | 11,438 | 0.95% | 164,013,900 | Jun 30, 2024 |
| BURGUNDY ASSET MANAGEMENT LTD. | 1.86% | 1.70% | 1,195,950 | -304,066 | -20.27% | 161,285,817 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.71% | 0.01% | 1,097,604 | 3,720 | 0.34% | 148,022,824 | Jun 30, 2024 |
| THRIVENT FINANCIAL FOR LUTHERANS | 1.54% | 0.27% | 993,975 | -14,149 | -1.40% | 134,048,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.47% | 0.01% | 943,995 | 36,531 | 4.03% | 127,339,179 | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | 1.45% | 0.10% | 930,462 | -72,824 | -7.26% | 125,482,129 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 1.36% | 0.03% | 873,851 | -32,365 | -3.57% | 117,847,576 | Jun 30, 2024 |
| CLEARBRIDGE INVESTMENTS, LLC | 1.35% | 0.10% | 865,798 | -80,587 | -8.52% | 116,761,479 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 1.23% | 0.02% | 792,829 | 480 | 0.06% | 106,920,919 | Jun 30, 2024 |
| SEI INVESTMENTS CO | 1.21% | 0.15% | 776,335 | 45,205 | 6.18% | 104,696,512,000 | Jun 30, 2024 |
| NORGES BANK | 1.12% | 0.01% | 717,594 | 717,594 | 100.00% | 96,774,727 | Jun 30, 2024 |
Houlihan Lokey's largest institutional shareholder is VANGUARD GROUP INC, holding 8.01% of the company's total share outstanding, currently valued at $694.94M. The top 10 institutional shareholders own together 40.02% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MONTANARO ASSET MANAGEMENT LTD | 0.23% | 3.68% | 146,250 | - | - | 19,723,275 | Jun 30, 2024 |
| BARLOW WEALTH PARTNERS, INC. | 0.28% | 3.50% | 177,181 | 3,575 | 2.06% | 25,296,076 | Jun 30, 2024 |
| VAN BERKOM & ASSOCIATES INC. | 1.02% | 2.66% | 659,118 | -44,870 | -6.37% | 88,889,000 | Jun 30, 2024 |
| FRANKLIN, PARLAPIANO, TURNER & WELCH, LLC | 0.11% | 2.54% | 68,011 | -6,581 | -8.82% | 9,171,902 | Jun 30, 2024 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 0.07% | 2.49% | 45,199 | -2,400 | -5.04% | 6,095,496 | Jun 30, 2024 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 0.47% | 2.19% | 299,717 | 2,132 | 0.72% | 40,419,844 | Jun 30, 2024 |
| EARNEST PARTNERS LLC | 5.09% | 2.06% | 3,273,818 | 62,314 | 1.94% | 441,507,096 | Jun 30, 2024 |
| WEIL COMPANY, INC. | 0.06% | 1.95% | 39,577 | 5,081 | 14.73% | 5,337,395 | Jun 30, 2024 |
| BURGUNDY ASSET MANAGEMENT LTD. | 1.86% | 1.70% | 1,195,950 | -304,066 | -20.27% | 161,285,817 | Jun 30, 2024 |
| FIDUCIARY MANAGEMENT INC /WI/ | 1.89% | 1.53% | 1,216,179 | 11,438 | 0.95% | 164,013,900 | Jun 30, 2024 |
| WOODSON CAPITAL MANAGEMENT, LP | 0.10% | 1.47% | 63,000 | -1,100 | -1.72% | 8,496,180 | Jun 30, 2024 |
| PIER CAPITAL, LLC | 0.10% | 1.34% | 66,740 | -7,360 | -9.93% | 9,000,556 | Jun 30, 2024 |
| CHASE INVESTMENT COUNSEL CORP | 0.04% | 1.26% | 24,172 | 24,172 | 100.00% | 3,631,000 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4.80% | 1.02% | 3,087,898 | 38,155 | 1.25% | 416,434,027 | Jun 30, 2024 |
| BELL ASSET MANAGEMENT LTD | 0.08% | 1.00% | 52,907 | -7,724 | -12.74% | 7,135,038 | Jun 30, 2024 |
| ARGENT CAPITAL MANAGEMENT LLC | 0.38% | 0.97% | 243,844 | 226 | 0.09% | 32,884,755 | Jun 30, 2024 |
| ANCORA ADVISORS, LLC | 0.44% | 0.95% | 284,293 | -1,234 | -0.43% | 38,339,725 | Jun 30, 2024 |
| TAYLOR FRIGON CAPITAL MANAGEMENT LLC | 0.02% | 0.94% | 14,696 | -398 | -2.64% | 1,981,965 | Jun 30, 2024 |
| GHP INVESTMENT ADVISORS, INC. | 0.20% | 0.89% | 131,472 | -1,259 | -0.95% | 17,730,270 | Jun 30, 2024 |
| GRANDEUR PEAK GLOBAL ADVISORS, LLC | 0.09% | 0.64% | 59,795 | -12,686 | -17.50% | 8,063,954 | Jun 30, 2024 |
The largest Houlihan Lokey shareholder by % of total assets is MONTANARO ASSET MANAGEMENT LTD. The company owns 146.25K shares of Houlihan Lokey (HLI), representing 3.68% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.12% | 0.01% | 717,594 | 717,594 | 100.00% | 96,774,727 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.78% | 0.03% | 501,610 | 499,535 | 24073.98% | 67,647,125 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.63% | 0.06% | 405,437 | 356,562 | 729.54% | 54,677,235 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 2.22% | 0.12% | 1,431,037 | 106,882 | 8.07% | 192,990,000 | Jun 30, 2024 |
| EAGLE ASSET MANAGEMENT INC | 0.87% | 0.41% | 560,593 | 106,093 | 23.34% | 75,876,385 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.13% | 0.01% | 86,380 | 75,931 | 726.68% | 11,649,207 | Jun 30, 2024 |
| STONEPINE ASSET MANAGEMENT INC. | 0.12% | 0.07% | 75,195 | 75,195 | 100.00% | 10,140,798 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.28% | 0.01% | 178,153 | 73,388 | 70.05% | 24,025,713 | Jun 30, 2024 |
| FIL LTD | 0.36% | 0.03% | 230,285 | 66,652 | 40.73% | 31,056,236 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.10% | 0.05% | 66,286 | 66,286 | 100.00% | 8,939,330 | Jun 30, 2024 |
| INVESCO LTD. | 0.54% | 0.01% | 347,675 | 63,680 | 22.42% | 46,887,424 | Jun 30, 2024 |
| EARNEST PARTNERS LLC | 5.09% | 2.06% | 3,273,818 | 62,314 | 1.94% | 441,507,096 | Jun 30, 2024 |
| VANGUARD GROUP INC | 8.01% | 0.01% | 5,153,022 | 48,879 | 0.96% | 694,936,548 | Jun 30, 2024 |
| SEI INVESTMENTS CO | 1.21% | 0.15% | 776,335 | 45,205 | 6.18% | 104,696,512,000 | Jun 30, 2024 |
| FENIMORE ASSET MANAGEMENT INC | 0.07% | 0.13% | 45,074 | 45,074 | 100.00% | 6,078,680 | Jun 30, 2024 |
| RHEOS CAPITAL WORKS INC. | 0.06% | 0.27% | 38,400 | 38,400 | 100.00% | 5,179,000 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4.80% | 1.02% | 3,087,898 | 38,155 | 1.25% | 416,434,027 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.24% | 0.00% | 151,982 | 36,660 | 31.79% | 20,496,260 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.47% | 0.01% | 943,995 | 36,531 | 4.03% | 127,339,179 | Jun 30, 2024 |
| FMR LLC | 2.67% | 0.01% | 1,716,414 | 30,237 | 1.79% | 231,475,656 | Jun 30, 2024 |
As of Jun 30 2024, Houlihan Lokey's largest institutional buyer is NORGES BANK. The company purchased 717.59K stocks of HLI, valued at $96.77M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BURGUNDY ASSET MANAGEMENT LTD. | 1.86% | 1.70% | 1,195,950 | -304,066 | -20.27% | 161,285,817 | Jun 30, 2024 |
| JENNISON ASSOCIATES LLC | 0.20% | 0.01% | 125,554 | -221,611 | -63.83% | 16,932,211 | Jun 30, 2024 |
| MORGAN STANLEY | 0.88% | 0.01% | 563,065 | -179,335 | -24.16% | 75,935,250 | Jun 30, 2024 |
| CLEARBRIDGE INVESTMENTS, LLC | 1.35% | 0.10% | 865,798 | -80,587 | -8.52% | 116,761,479 | Jun 30, 2024 |
| EMERALD ADVISERS, LLC | 0.14% | 0.50% | 87,583 | -77,484 | -46.94% | 11,811,443 | Jun 30, 2024 |
| NATIXIS ADVISORS, L.P. | 0.61% | 0.11% | 389,620 | -76,235 | -16.36% | 52,544,000 | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | 1.45% | 0.10% | 930,462 | -72,824 | -7.26% | 125,482,129 | Jun 30, 2024 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 0.12% | 0.10% | 76,543 | -71,080 | -48.15% | 10,322,589 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -69,009 | -100.00% | - | Jun 30, 2024 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 0.11% | 0.50% | 70,368 | -62,502 | -47.04% | 9,489,828 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -62,007 | -100.00% | - | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 0.42% | 0.04% | 272,559 | -59,254 | -17.86% | 36,757,000 | Jun 30, 2024 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP | - | - | - | -57,000 | -100.00% | - | Jun 30, 2024 |
| BROWN ADVISORY INC | 0.56% | 0.06% | 357,190 | -45,413 | -11.28% | 48,170,639 | Jun 30, 2024 |
| VAN BERKOM & ASSOCIATES INC. | 1.02% | 2.66% | 659,118 | -44,870 | -6.37% | 88,889,000 | Jun 30, 2024 |
| GREAT LAKES ADVISORS, LLC | - | - | - | -38,616 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.05% | 0.00% | 30,338 | -36,382 | -54.53% | 4,091,000 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 1.36% | 0.03% | 873,851 | -32,365 | -3.57% | 117,847,576 | Jun 30, 2024 |
| EAM GLOBAL INVESTORS LLC | - | - | - | -29,473 | -100.00% | - | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 3.09% | 0.05% | 1,985,416 | -28,879 | -1.43% | 267,753,202 | Jun 30, 2024 |
As of Jun 30 2024, Houlihan Lokey's biggest institutional seller is BURGUNDY ASSET MANAGEMENT LTD.. The company sold -0.30M shares of HLI, valued at $161.29M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.12% | 0.01% | 717,594 | 717,594 | 100.00% | 96,774,727 | Jun 30, 2024 |
| STONEPINE ASSET MANAGEMENT INC. | 0.12% | 0.07% | 75,195 | 75,195 | 100.00% | 10,140,798 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.10% | 0.05% | 66,286 | 66,286 | 100.00% | 8,939,330 | Jun 30, 2024 |
| FENIMORE ASSET MANAGEMENT INC | 0.07% | 0.13% | 45,074 | 45,074 | 100.00% | 6,078,680 | Jun 30, 2024 |
| RHEOS CAPITAL WORKS INC. | 0.06% | 0.27% | 38,400 | 38,400 | 100.00% | 5,179,000 | Jun 30, 2024 |
| CHASE INVESTMENT COUNSEL CORP | 0.04% | 1.26% | 24,172 | 24,172 | 100.00% | 3,631,000 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.01% | 0.00% | 9,054 | 9,054 | 100.00% | 1,221,022 | Jun 30, 2024 |
| STRATEGIC WEALTH INVESTMENT GROUP, LLC | 0.01% | 0.14% | 8,041 | 8,041 | 100.00% | 1,088,349 | Jun 30, 2024 |
| AMUNDI | 0.01% | 0.00% | 6,738 | 6,738 | 100.00% | 907,204 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.01% | 0.06% | 5,093 | 5,093 | 100.00% | 686,842 | Jun 30, 2024 |
| BRIDGES INVESTMENT MANAGEMENT INC | 0.01% | 0.01% | 4,591 | 4,591 | 100.00% | 619,142 | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | 0.01% | 0.10% | 4,478 | 4,478 | 100.00% | 603,903 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.01% | 0.00% | 3,595 | 3,595 | 100.00% | 484,820 | Jun 30, 2024 |
| WILEY BROS.-AINTREE CAPITAL, LLC | 0.01% | 0.02% | 3,363 | 3,363 | 100.00% | 453,560 | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.01% | 0.01% | 3,279 | 3,279 | 100.00% | 442,206 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.00% | 0.00% | 2,900 | 2,900 | 100.00% | 391,094 | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | 0.00% | 0.02% | 2,222 | 2,222 | 100.00% | 299,659 | Jun 30, 2024 |
| TEZA CAPITAL MANAGEMENT LLC | 0.00% | 0.04% | 2,169 | 2,169 | 100.00% | 292,511 | Jun 30, 2024 |
| FORA CAPITAL, LLC | 0.00% | 0.03% | 1,699 | 1,699 | 100.00% | 229,127 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.02% | 1,529 | 1,529 | 100.00% | 206,201 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.00% | 0.11% | 1,521 | 1,521 | 100.00% | 205,122 | Jun 30, 2024 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 0.00% | 0.01% | 1,495 | 1,495 | 100.00% | 201,000 | Jun 30, 2024 |
| CIBC ASSET MANAGEMENT INC | 0.00% | 0.00% | 1,490 | 1,490 | 100.00% | 200,941 | Jun 30, 2024 |
| PARADIGM ASSET MANAGEMENT CO LLC | 0.00% | 0.05% | 1,200 | 1,200 | 100.00% | 161,832 | Jun 30, 2024 |
| VENTURI WEALTH MANAGEMENT, LLC | 0.00% | 0.01% | 908 | 908 | 100.00% | 122,454 | Jun 30, 2024 |
| BANK JULIUS BAER & CO. LTD, ZURICH | 0.00% | 0.00% | 509 | 509 | 100.00% | 76,329 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.00% | 0.00% | 470 | 470 | 100.00% | 63,384 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 281 | 281 | 100.00% | 37,896 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | 0.00% | 0.01% | 191 | 191 | 100.00% | 25,759 | Jun 30, 2024 |
| VISIONPOINT ADVISORY GROUP, LLC | 0.00% | 0.01% | 134 | 134 | 100.00% | 18,071 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.01% | 69 | 69 | 100.00% | 9,305 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 62 | 62 | 100.00% | 8,361 | Jun 30, 2024 |
| RUEDI WEALTH MANAGEMENT, INC. | 0.00% | 0.00% | 58 | 58 | 100.00% | 7,822 | Jun 30, 2024 |
| HARBOR INVESTMENT ADVISORY, LLC | 0.00% | 0.00% | 50 | 50 | 100.00% | 6,743 | Jun 30, 2024 |
| FRAZIER FINANCIAL ADVISORS, LLC | 0.00% | 0.00% | 33 | 33 | 100.00% | 4,451 | Jun 30, 2024 |
| WESTSIDE INVESTMENT MANAGEMENT, INC. | - | 0.00% | 32 | 32 | 100.00% | 4,315 | Jun 30, 2024 |
| FSC WEALTH ADVISORS, LLC | - | 0.00% | 26 | 26 | 100.00% | 3,506 | Jun 30, 2024 |
| FIRST PACIFIC FINANCIAL | - | 0.00% | 24 | 24 | 100.00% | 3,237 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | - | 0.00% | 21 | 21 | 100.00% | 2,832 | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | 9 | 9 | 100.00% | 1,000 | Jun 30, 2024 |
| BENJAMIN EDWARDS INC | - | 0.00% | 9 | 9 | 100.00% | 1,000 | Jun 30, 2024 |
| SACHETTA, LLC | - | 0.00% | 3 | 3 | 100.00% | 446 | Jun 30, 2024 |
| TFC FINANCIAL MANAGEMENT, INC. | - | - | 1 | 1 | 100.00% | 135 | Jun 30, 2024 |
Houlihan Lokey's largest new institutional shareholder by number of shares is NORGES BANK, purchased 717.59K shares, valued at $96.77M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -69,009 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -62,007 | -100.00% | - | Jun 30, 2024 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP | - | - | - | -57,000 | -100.00% | - | Jun 30, 2024 |
| GREAT LAKES ADVISORS, LLC | - | - | - | -38,616 | -100.00% | - | Jun 30, 2024 |
| EAM GLOBAL INVESTORS LLC | - | - | - | -29,473 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -22,185 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -14,930 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -7,575 | -100.00% | - | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -6,504 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -5,300 | -100.00% | - | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | - | - | - | -5,277 | -100.00% | - | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | - | - | - | -4,536 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -4,317 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -3,105 | -100.00% | - | Jun 30, 2024 |
| CUSTOM INDEX SYSTEMS, LLC | - | - | - | -2,876 | -100.00% | - | Jun 30, 2024 |
| ONEASCENT FINANCIAL SERVICES LLC | - | - | - | -2,872 | -100.00% | - | Jun 30, 2024 |
| SIGNIFICANT WEALTH PARTNERS LLC | - | - | - | -2,611 | -100.00% | - | Jun 30, 2024 |
| KAPITALO INVESTIMENTOS LTDA | - | - | - | -2,472 | -100.00% | - | Jun 30, 2024 |
| USA FINANCIAL PORTFORMULAS CORP | - | - | - | -2,335 | -100.00% | - | Jun 30, 2024 |
| WELLINGTON WEALTH STRATEGIES, LLC. | - | - | - | -2,041 | -100.00% | - | Jun 30, 2024 |
| ONEASCENT WEALTH MANAGEMENT LLC | - | - | - | -1,954 | -100.00% | - | Jun 30, 2024 |
| BEACON POINTE ADVISORS, LLC | - | - | - | -1,788 | -100.00% | - | Jun 30, 2024 |
| FDX ADVISORS, INC. | - | - | - | -1,755 | -100.00% | - | Jun 30, 2024 |
| VESTMARK ADVISORY SOLUTIONS, INC. | - | - | - | -1,577 | -100.00% | - | Jun 30, 2024 |
| IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -867 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -118 | -100.00% | - | Jun 30, 2024 |
| CORE WEALTH ADVISORS, INC. | - | - | - | -111 | -100.00% | - | Jun 30, 2024 |
| COLONIAL TRUST ADVISORS | - | - | - | -51 | -100.00% | - | Jun 30, 2024 |
| 1832 ASSET MANAGEMENT L.P. | - | - | - | -37 | -100.00% | - | Jun 30, 2024 |
| SMITHFIELD TRUST CO | - | - | - | -27 | -100.00% | - | Jun 30, 2024 |
| ABICH FINANCIAL WEALTH MANAGEMENT LLC | - | - | - | -25 | -100.00% | - | Jun 30, 2024 |
| ATWOOD & PALMER INC | - | - | - | -15 | -100.00% | - | Jun 30, 2024 |
| HARBOUR INVESTMENTS, INC. | - | - | - | -7 | -100.00% | - | Jun 30, 2024 |
| IFP ADVISORS, INC | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Houlihan Lokey's largest sold out institutional shareholder by shares sold is AMERICAN INTERNATIONAL GROUP, INC., sold -69.01K shares, valued at -, as of undefined.
Houlihan Lokey Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| SCHRODER GLOBAL SERIES TRUST | 0.30% | 611 | -12,007 | -95.16% | Jan 31, 2021 |
| AB CORE OPPORTUNITIES FUND, INC. | 0.26% | 12,996 | - | - | Feb 29, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 0.23% | 83,640 | - | - | Mar 31, 2024 |
| OSI ETF Trust | 0.21% | 37,161 | 1,995 | 5.67% | Mar 31, 2022 |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.15% | 1,075,000 | - | - | Mar 31, 2024 |
| VIRTUS EQUITY TRUST | 0.14% | 1,128,329 | 52,291 | 4.86% | Mar 28, 2024 |
| ANCORA TRUST | 0.12% | 24,532 | - | - | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.11% | 21,522 | -10,889 | -33.60% | Mar 28, 2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.11% | 426,123 | 7,697 | 1.84% | Mar 28, 2024 |
| WANGER ADVISORS TRUST | 0.11% | 57,427 | - | - | Mar 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.10% | 781,823 | -40,300 | -4.90% | Mar 31, 2024 |
| VANGUARD EXPLORER FUND | 0.10% | 1,176,758 | -188,305 | -13.79% | Jan 31, 2024 |
| COLUMBIA ACORN TRUST | 0.09% | 304,761 | - | - | Mar 31, 2024 |
| LORD ABBETT RESEARCH FUND INC | 0.09% | 88,060 | - | - | Feb 29, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.09% | 6,354 | - | - | Sep 30, 2022 |
| Monteagle Funds | 0.09% | 3,600 | - | - | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.08% | 803,856 | - | - | Mar 31, 2024 |
| FMI FUNDS INC | 0.08% | 580,000 | 40,000 | 7.41% | Mar 31, 2024 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.07% | 31,916 | 31,916 | - | Jan 31, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.07% | 676,265 | -9,002 | -1.31% | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.07% | 34,672 | - | - | Mar 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.05% | 43,014 | -15,540 | -26.54% | Mar 31, 2024 |
| AB RELATIVE VALUE FUND, INC. | 0.05% | 62,689 | - | - | Jan 31, 2024 |
| AMCAP FUND | 0.05% | 386,433 | -505 | -0.13% | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.04% | 293,400 | - | - | Mar 31, 2024 |
| VELA Funds | 0.03% | 11,521 | - | - | Dec 31, 2023 |
| FRANKLIN STRATEGIC SERIES | 0.03% | 282,300 | -101,900 | -26.52% | Jan 31, 2024 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 0.03% | 59,000 | - | - | Mar 31, 2024 |
| Manager Directed Portfolios | 0.03% | 4,665 | - | - | Jan 31, 2024 |
| HARBOR FUNDS | 0.03% | 647,193 | -53,230 | -7.60% | Jan 31, 2024 |
| FRANKLIN VALUE INVESTORS TRUST | 0.02% | 90,299 | - | - | Jan 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.02% | 105,182 | 105,182 | - | Feb 29, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.02% | 208,100 | - | - | Mar 28, 2024 |
| Federated Hermes Index Trust | 0.02% | 4,846 | 4,846 | - | Jan 31, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.02% | 13,090 | -4,273 | -24.61% | Feb 29, 2024 |
| FIDELITY CAPITAL TRUST | 0.02% | 230,382 | -7,600 | -3.19% | Jan 31, 2024 |
| VIRTUS VARIABLE INSURANCE TRUST | 0.02% | 29,953 | -800 | -2.60% | Mar 28, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.02% | 496 | - | - | Mar 31, 2024 |
| Innovator ETFs Trust | 0.02% | 63,935 | - | - | Jan 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.01% | 16,675 | -2,646 | -13.69% | Mar 28, 2024 |
| PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.01% | 60,903 | - | - | Mar 28, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 7,775 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 80,324 | - | - | Mar 31, 2024 |
| LEGG MASON PARTNERS VARIABLE EQUITY TRUST | 0.01% | 44,400 | -6,900 | -13.45% | Dec 29, 2023 |
| EntrepreneurShares Series Trust | 0.01% | 2,901 | - | - | Dec 31, 2023 |
| AB CAP FUND, INC. | 0.01% | 367,846 | -41,496 | -10.14% | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 4,495,672 | -709,725 | -13.63% | Mar 31, 2024 |
| Absolute Shares Trust | 0.01% | 4,107 | - | - | Mar 31, 2024 |
| ROYCE CAPITAL FUND | 0.01% | 3,203 | - | - | Mar 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.01% | 13,526 | - | - | Mar 31, 2024 |
| FIDELITY SECURITIES FUND | 0.01% | 692,098 | -2,300 | -0.33% | Jan 31, 2024 |
| DIREXION FUNDS | 0.01% | 10,660 | - | - | Feb 29, 2024 |
| Federated Hermes MDT Series | 0.01% | 17,701 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,371 | - | - | Mar 31, 2024 |
| ROYCE FUND | 0.01% | 38,321 | -6,923 | -15.30% | Mar 31, 2024 |
| PRUDENTIAL SECTOR FUNDS, INC. | 0.01% | 11,446 | -1,118 | -8.90% | Feb 29, 2024 |
| Humankind Benefit Corp | 0.01% | 114 | -7 | -5.79% | Dec 31, 2023 |
| SSGA FUNDS | 0.01% | 2,208 | - | - | Feb 29, 2024 |
| ALPS ETF Trust | 0.00% | 62,080 | 11,186 | 21.98% | Feb 29, 2024 |
| LEGG MASON PARTNERS INVESTMENT TRUST | 0.00% | 249,000 | -106,000 | -29.86% | Jan 31, 2024 |
| VANGUARD FENWAY FUNDS | 0.00% | 119,514 | - | - | Mar 31, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.00% | 23,561 | -1,107 | -4.49% | Mar 28, 2024 |
| CARILLON SERIES TRUST | 0.00% | 260,357 | 260,357 | - | Mar 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.00% | 28,341 | 362 | 1.29% | Jan 31, 2024 |
| HUSSMAN INVESTMENT TRUST | 0.00% | 15,500 | - | - | Dec 31, 2023 |
| Calvert Variable Products, Inc. | 0.00% | 11,493 | 97 | 0.85% | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.00% | 3,182 | -901 | -22.07% | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.00% | 125 | -15 | -10.71% | Mar 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 8,512 | -22,333 | -72.40% | Mar 31, 2024 |
| Brown Advisory Funds | 0.00% | 133,739 | -3,399 | -2.48% | Mar 31, 2024 |
| FIDELITY MT VERNON STREET TRUST | 0.00% | 95,500 | - | - | Feb 29, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 363,768 | -3,981 | -1.08% | Mar 28, 2024 |
| PPM Funds | 0.00% | 2,550 | - | - | Mar 31, 2024 |
| FundVantage Trust | 0.00% | 48,790 | -734 | -1.48% | Jan 31, 2024 |
| Bernstein Fund Inc | 0.00% | 27,096 | -2,620 | -8.82% | Mar 31, 2024 |
| JAMES ADVANTAGE FUNDS | 0.00% | 6,300 | - | - | Dec 31, 2023 |
| Securian Funds Trust | 0.00% | 29,626 | 85 | 0.29% | Mar 31, 2024 |
| MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.00% | 1,603 | 346 | 27.53% | Sep 30, 2020 |
| IndexIQ ETF Trust | 0.00% | 6,529 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 15,154 | 3,584 | 30.98% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 10,470 | -18,029 | -63.26% | Jan 31, 2024 |
| VALUED ADVISERS TRUST | 0.00% | 2,526 | - | - | Jan 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 16,475 | - | - | Aug 31, 2023 |
| VANGUARD WHITEHALL FUNDS | 0.00% | 225,138 | -3,694 | -1.61% | Jan 31, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 12,743 | - | - | Mar 31, 2020 |
| Segall Bryant & Hamill Trust | 0.00% | 41,434 | 548 | 1.34% | Mar 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 54,199 | - | - | Jan 31, 2024 |
| AMG FUNDS | 0.00% | 64,654 | -11,550 | -15.16% | Mar 28, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 26,428 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 453,116 | 13,682 | 3.11% | Feb 29, 2024 |
| UNIFIED SERIES TRUST | 0.00% | 34,309 | -1,200 | -3.38% | Mar 31, 2024 |
| OPTIMUM FUND TRUST | 0.00% | 94,602 | - | - | Mar 28, 2024 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. | 0.00% | 604 | - | - | Mar 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.00% | 123,700 | -4,500 | -3.51% | Feb 29, 2024 |
| AMG Funds IV | 0.00% | 5,180 | -150 | -2.81% | Jan 31, 2024 |
| SMALLCAP WORLD FUND INC | 0.00% | 112,959 | - | - | Mar 31, 2024 |
| Goldman Sachs ETF Trust II | 0.00% | 1,711 | 3 | 0.18% | Feb 29, 2024 |
| PRUDENTIAL SERIES FUND | 0.00% | 124,275 | 119,306 | 2401.01% | Mar 28, 2024 |
| Ivy Variable Insurance Portfolios | 0.00% | 35,104 | - | - | Mar 28, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 61,718 | -2,757 | -4.28% | Mar 31, 2024 |
Houlihan Lokey's largest mutual fund holder by % of total assets is "SCHRODER GLOBAL SERIES TRUST", owning 611.00 shares, compromising 0.30% of its total assets.
Houlihan Lokey Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 201 | -49.50% |
| 31 Mar, 24 | 398 | 2.05% |
| 31 Dec, 23 | 390 | 15.73% |
| 30 Sep, 23 | 337 | 2.12% |
| 30 Jun, 23 | 330 | - |
| 31 Mar, 23 | 330 | -1.20% |
| 31 Dec, 22 | 334 | 5.03% |
| 30 Sep, 22 | 318 | -1.24% |
| 30 Jun, 22 | 322 | -6.94% |
| 31 Mar, 22 | 346 | -1.14% |
| 31 Dec, 21 | 350 | 12.18% |
| 30 Sep, 21 | 312 | 2.63% |
| 30 Jun, 21 | 304 | 10.95% |
| 31 Mar, 21 | 274 | -5.52% |
| 31 Dec, 20 | 290 | 13.28% |
| 30 Sep, 20 | 256 | -7.58% |
| 30 Jun, 20 | 277 | 20.96% |
| 31 Mar, 20 | 229 | 21.81% |
| 31 Dec, 19 | 188 | -5.53% |
| 30 Sep, 19 | 199 | 6.42% |
| 30 Jun, 19 | 187 | 8.09% |
| 31 Mar, 19 | 173 | 8.81% |
| 31 Dec, 18 | 159 | -6.47% |
| 30 Sep, 18 | 170 | -12.37% |
| 30 Jun, 18 | 194 | 14.79% |
| 31 Mar, 18 | 169 | 11.18% |
| 31 Dec, 17 | 152 | 19.69% |
| 30 Sep, 17 | 127 | 10.43% |
| 30 Jun, 17 | 115 | 8.49% |
| 31 Mar, 17 | 106 | 17.78% |
| 31 Dec, 16 | 90 | 12.50% |
| 30 Sep, 16 | 80 | 9.59% |
| 30 Jun, 16 | 73 | - |
| 31 Mar, 16 | 73 | 5.80% |
| 31 Dec, 15 | 69 | 11.29% |
| 30 Sep, 15 | 62 | - |
As of 30 Jun 24, 201 institutions are holding Houlihan Lokey's shares, representing a decrease of -49.50% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 8,031,453 | -84.71% |
| 31 Mar, 24 | 52,511,092 | -2.45% |
| 31 Dec, 23 | 53,832,379 | 8.31% |
| 30 Sep, 23 | 49,704,159 | 0.61% |
| 30 Jun, 23 | 49,405,060 | -1.64% |
| 31 Mar, 23 | 50,229,449 | 0.90% |
| 31 Dec, 22 | 49,780,869 | 1.50% |
| 30 Sep, 22 | 49,045,058 | 0.52% |
| 30 Jun, 22 | 48,793,180 | -3.04% |
| 31 Mar, 22 | 50,324,860 | -0.12% |
| 31 Dec, 21 | 50,382,958 | -2.84% |
| 30 Sep, 21 | 51,856,182 | -1.44% |
| 30 Jun, 21 | 52,612,835 | 0.86% |
| 31 Mar, 21 | 52,164,590 | 2.71% |
| 31 Dec, 20 | 50,789,691 | -0.27% |
| 30 Sep, 20 | 50,929,389 | 0.56% |
| 30 Jun, 20 | 50,644,713 | 6.90% |
| 31 Mar, 20 | 47,375,412 | 6.90% |
| 31 Dec, 19 | 44,316,629 | 5.16% |
| 30 Sep, 19 | 42,142,073 | -0.14% |
| 30 Jun, 19 | 42,201,639 | 10.17% |
| 31 Mar, 19 | 38,306,681 | 11.84% |
| 31 Dec, 18 | 34,250,074 | 0.20% |
| 30 Sep, 18 | 34,182,479 | 1.23% |
| 30 Jun, 18 | 33,766,603 | 10.39% |
| 31 Mar, 18 | 30,589,069 | 14.12% |
| 31 Dec, 17 | 26,803,352 | 17.26% |
| 30 Sep, 17 | 22,857,734 | 5.96% |
| 30 Jun, 17 | 21,571,063 | -0.93% |
| 31 Mar, 17 | 21,774,515 | 73.18% |
| 31 Dec, 16 | 12,573,315 | 2.26% |
| 30 Sep, 16 | 12,295,454 | 2.51% |
| 30 Jun, 16 | 11,994,552 | -12.66% |
| 31 Mar, 16 | 13,733,410 | 12.87% |
| 31 Dec, 15 | 12,167,088 | -21.44% |
| 30 Sep, 15 | 15,488,247 | - |
Houlihan Lokey (HLI) has 8.03M shares outstanding as of 30 Jun 24, down -84.71% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 12.48% | 0.19% |
| 31 Mar, 24 | 81.52% | 1.17% |
| 31 Dec, 23 | 83.58% | 1.38% |
| 30 Sep, 23 | 77.90% | 1.28% |
| 30 Jun, 23 | 77.98% | 1.24% |
| 31 Mar, 23 | 79.29% | 1.29% |
| 31 Dec, 22 | 78.54% | 1.31% |
| 30 Sep, 22 | 77.33% | 1.30% |
| 30 Jun, 22 | 77.11% | 1.25% |
| 31 Mar, 22 | 78.53% | 1.30% |
| 31 Dec, 21 | 77.61% | 1.23% |
| 30 Sep, 21 | 79.59% | 1.24% |
| 30 Jun, 21 | 80.06% | 1.27% |
| 31 Mar, 21 | 79.30% | 1.36% |
| 31 Dec, 20 | 76.32% | 1.31% |
| 30 Sep, 20 | 76.26% | 1.21% |
| 30 Jun, 20 | 79.52% | 1.36% |
| 31 Mar, 20 | 76.40% | 1.50% |
| 31 Dec, 19 | 71.46% | 1.57% |
| 30 Sep, 19 | 67.45% | 1.44% |
| 30 Jun, 19 | 68.43% | 1.77% |
| 31 Mar, 19 | 62.14% | 2.03% |
| 31 Dec, 18 | 55.27% | 1.83% |
| 30 Sep, 18 | 54.90% | 1.91% |
| 30 Jun, 18 | 53.61% | 2.24% |
| 31 Mar, 18 | 48.95% | 2.67% |
| 31 Dec, 17 | 42.85% | 3.16% |
| 30 Sep, 17 | 36.80% | 3.07% |
| 30 Jun, 17 | 34.60% | 2.77% |
| 31 Mar, 17 | 35.36% | 8.35% |
| 31 Dec, 16 | 20.58% | 5.09% |
| 30 Sep, 16 | 20.11% | 5.13% |
| 30 Jun, 16 | 19.80% | 3.70% |
| 31 Mar, 16 | 23.14% | 5.52% |
| 31 Dec, 15 | 20.48% | 2.97% |
| 30 Sep, 15 | 26.25% | - |
As of 30 Jun 24, Houlihan Lokey is held by 12.48% institutional shareholders, representing a 0.19% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 81 | -58.03% |
| 31 Mar, 24 | 193 | -7.21% |
| 31 Dec, 23 | 208 | 14.92% |
| 30 Sep, 23 | 181 | 18.30% |
| 30 Jun, 23 | 153 | -15.93% |
| 31 Mar, 23 | 182 | 5.81% |
| 31 Dec, 22 | 172 | 20.28% |
| 30 Sep, 22 | 143 | -2.05% |
| 30 Jun, 22 | 146 | -18.89% |
| 31 Mar, 22 | 180 | 1.69% |
| 31 Dec, 21 | 177 | 9.94% |
| 30 Sep, 21 | 161 | 4.55% |
| 30 Jun, 21 | 154 | 5.48% |
| 31 Mar, 21 | 146 | -12.57% |
| 31 Dec, 20 | 167 | 10.60% |
| 30 Sep, 20 | 151 | -17.49% |
| 30 Jun, 20 | 183 | 29.79% |
| 31 Mar, 20 | 141 | 24.78% |
| 31 Dec, 19 | 113 | -12.40% |
| 30 Sep, 19 | 129 | 11.21% |
| 30 Jun, 19 | 116 | 14.85% |
| 31 Mar, 19 | 101 | 18.82% |
| 31 Dec, 18 | 85 | -8.60% |
| 30 Sep, 18 | 93 | -26.19% |
| 30 Jun, 18 | 126 | 23.53% |
| 31 Mar, 18 | 102 | -0.97% |
| 31 Dec, 17 | 103 | 33.77% |
| 30 Sep, 17 | 77 | 20.31% |
| 30 Jun, 17 | 64 | -20.00% |
| 31 Mar, 17 | 80 | 37.93% |
| 31 Dec, 16 | 58 | 20.83% |
| 30 Sep, 16 | 48 | 11.63% |
| 30 Jun, 16 | 43 | -12.24% |
| 31 Mar, 16 | 49 | 11.36% |
| 31 Dec, 15 | 44 | -29.03% |
| 30 Sep, 15 | 62 | - |
81 institutional shareholders have increased their position in HLI stock as of 30 Jun 24 compared to 193 in the previous quarter (a -58.03% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 73 | -52.29% |
| 31 Mar, 24 | 153 | 16.79% |
| 31 Dec, 23 | 131 | 33.67% |
| 30 Sep, 23 | 98 | -20.33% |
| 30 Jun, 23 | 123 | 26.80% |
| 31 Mar, 23 | 97 | -17.09% |
| 31 Dec, 22 | 117 | -2.50% |
| 30 Sep, 22 | 120 | -13.04% |
| 30 Jun, 22 | 138 | 15.00% |
| 31 Mar, 22 | 120 | -8.40% |
| 31 Dec, 21 | 131 | 28.43% |
| 30 Sep, 21 | 102 | -8.11% |
| 30 Jun, 21 | 111 | 19.35% |
| 31 Mar, 21 | 93 | 6.90% |
| 31 Dec, 20 | 87 | 7.41% |
| 30 Sep, 20 | 81 | 20.90% |
| 30 Jun, 20 | 67 | 9.84% |
| 31 Mar, 20 | 61 | 35.56% |
| 31 Dec, 19 | 45 | - |
| 30 Sep, 19 | 45 | -2.17% |
| 30 Jun, 19 | 46 | -11.54% |
| 31 Mar, 19 | 52 | -11.86% |
| 31 Dec, 18 | 59 | 20.41% |
| 30 Sep, 18 | 49 | -3.92% |
| 30 Jun, 18 | 51 | 8.51% |
| 31 Mar, 18 | 47 | 23.68% |
| 31 Dec, 17 | 38 | 2.70% |
| 30 Sep, 17 | 37 | - |
| 30 Jun, 17 | 37 | 146.67% |
| 31 Mar, 17 | 15 | -25.00% |
| 31 Dec, 16 | 20 | 17.65% |
| 30 Sep, 16 | 17 | -22.73% |
| 30 Jun, 16 | 22 | 29.41% |
| 31 Mar, 16 | 17 | -10.53% |
| 31 Dec, 15 | 19 | - |
| 30 Sep, 15 | - | - |
73 institutional shareholders have reduced their position in HLI stock as of 30 Jun 24 compared to 153 in the previous quarter (a -52.29% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 201 | -49.50% | 8,031,453 | -84.71% | 12.48% | 0.19% | 81 | -58.03% | 73 | -52.29% |
| 31 Mar, 24 | 398 | 2.05% | 52,511,092 | -2.45% | 81.52% | 1.17% | 193 | -7.21% | 153 | 16.79% |
| 31 Dec, 23 | 390 | 15.73% | 53,832,379 | 8.31% | 83.58% | 1.38% | 208 | 14.92% | 131 | 33.67% |
| 30 Sep, 23 | 337 | 2.12% | 49,704,159 | 0.61% | 77.90% | 1.28% | 181 | 18.30% | 98 | -20.33% |
| 30 Jun, 23 | 330 | - | 49,405,060 | -1.64% | 77.98% | 1.24% | 153 | -15.93% | 123 | 26.80% |
| 31 Mar, 23 | 330 | -1.20% | 50,229,449 | 0.90% | 79.29% | 1.29% | 182 | 5.81% | 97 | -17.09% |
| 31 Dec, 22 | 334 | 5.03% | 49,780,869 | 1.50% | 78.54% | 1.31% | 172 | 20.28% | 117 | -2.50% |
| 30 Sep, 22 | 318 | -1.24% | 49,045,058 | 0.52% | 77.33% | 1.30% | 143 | -2.05% | 120 | -13.04% |
| 30 Jun, 22 | 322 | -6.94% | 48,793,180 | -3.04% | 77.11% | 1.25% | 146 | -18.89% | 138 | 15.00% |
| 31 Mar, 22 | 346 | -1.14% | 50,324,860 | -0.12% | 78.53% | 1.30% | 180 | 1.69% | 120 | -8.40% |
| 31 Dec, 21 | 350 | 12.18% | 50,382,958 | -2.84% | 77.61% | 1.23% | 177 | 9.94% | 131 | 28.43% |
| 30 Sep, 21 | 312 | 2.63% | 51,856,182 | -1.44% | 79.59% | 1.24% | 161 | 4.55% | 102 | -8.11% |
| 30 Jun, 21 | 304 | 10.95% | 52,612,835 | 0.86% | 80.06% | 1.27% | 154 | 5.48% | 111 | 19.35% |
| 31 Mar, 21 | 274 | -5.52% | 52,164,590 | 2.71% | 79.30% | 1.36% | 146 | -12.57% | 93 | 6.90% |
| 31 Dec, 20 | 290 | 13.28% | 50,789,691 | -0.27% | 76.32% | 1.31% | 167 | 10.60% | 87 | 7.41% |
| 30 Sep, 20 | 256 | -7.58% | 50,929,389 | 0.56% | 76.26% | 1.21% | 151 | -17.49% | 81 | 20.90% |
| 30 Jun, 20 | 277 | 20.96% | 50,644,713 | 6.90% | 79.52% | 1.36% | 183 | 29.79% | 67 | 9.84% |
| 31 Mar, 20 | 229 | 21.81% | 47,375,412 | 6.90% | 76.40% | 1.50% | 141 | 24.78% | 61 | 35.56% |
| 31 Dec, 19 | 188 | -5.53% | 44,316,629 | 5.16% | 71.46% | 1.57% | 113 | -12.40% | 45 | - |
| 30 Sep, 19 | 199 | 6.42% | 42,142,073 | -0.14% | 67.45% | 1.44% | 129 | 11.21% | 45 | -2.17% |
| 30 Jun, 19 | 187 | 8.09% | 42,201,639 | 10.17% | 68.43% | 1.77% | 116 | 14.85% | 46 | -11.54% |
| 31 Mar, 19 | 173 | 8.81% | 38,306,681 | 11.84% | 62.14% | 2.03% | 101 | 18.82% | 52 | -11.86% |
| 31 Dec, 18 | 159 | -6.47% | 34,250,074 | 0.20% | 55.27% | 1.83% | 85 | -8.60% | 59 | 20.41% |
| 30 Sep, 18 | 170 | -12.37% | 34,182,479 | 1.23% | 54.90% | 1.91% | 93 | -26.19% | 49 | -3.92% |
| 30 Jun, 18 | 194 | 14.79% | 33,766,603 | 10.39% | 53.61% | 2.24% | 126 | 23.53% | 51 | 8.51% |
| 31 Mar, 18 | 169 | 11.18% | 30,589,069 | 14.12% | 48.95% | 2.67% | 102 | -0.97% | 47 | 23.68% |
| 31 Dec, 17 | 152 | 19.69% | 26,803,352 | 17.26% | 42.85% | 3.16% | 103 | 33.77% | 38 | 2.70% |
| 30 Sep, 17 | 127 | 10.43% | 22,857,734 | 5.96% | 36.80% | 3.07% | 77 | 20.31% | 37 | - |
| 30 Jun, 17 | 115 | 8.49% | 21,571,063 | -0.93% | 34.60% | 2.77% | 64 | -20.00% | 37 | 146.67% |
| 31 Mar, 17 | 106 | 17.78% | 21,774,515 | 73.18% | 35.36% | 8.35% | 80 | 37.93% | 15 | -25.00% |
| 31 Dec, 16 | 90 | 12.50% | 12,573,315 | 2.26% | 20.58% | 5.09% | 58 | 20.83% | 20 | 17.65% |
| 30 Sep, 16 | 80 | 9.59% | 12,295,454 | 2.51% | 20.11% | 5.13% | 48 | 11.63% | 17 | -22.73% |
| 30 Jun, 16 | 73 | - | 11,994,552 | -12.66% | 19.80% | 3.70% | 43 | -12.24% | 22 | 29.41% |
| 31 Mar, 16 | 73 | 5.80% | 13,733,410 | 12.87% | 23.14% | 5.52% | 49 | 11.36% | 17 | -10.53% |
| 31 Dec, 15 | 69 | 11.29% | 12,167,088 | -21.44% | 20.48% | 2.97% | 44 | -29.03% | 19 | - |
| 30 Sep, 15 | 62 | - | 15,488,247 | - | 26.25% | - | 62 | - | - | - |
Houlihan Lokey Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Houlihan Lokey's stock was made by BEISER SCOTT L on Aug 16 2024, selling 8,317 shares at $151.89 per share (valued at $1.26M).
Houlihan Lokey Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 1 | 2 | 50.00% |
| Q2 2024 | 23 | 29 | 79.31% |
| Q1 2024 | 1 | 2 | 50.00% |
| Q4 2023 | 6 | 12 | 50.00% |
| Q3 2023 | 1 | 2 | 50.00% |
| Q2 2023 | 16 | 20 | 80.00% |
| Q1 2023 | 2 | 4 | 50.00% |
| Q4 2022 | 6 | 8 | 75.00% |
| Q2 2022 | 13 | 18 | 72.22% |
| Q1 2022 | 1 | 2 | 50.00% |
| Q4 2021 | 2 | 2 | 100.00% |
| Q3 2021 | 1 | - | - |
| Q2 2021 | 21 | 28 | 75.00% |
| Q1 2021 | 2 | 2 | 100.00% |
| Q4 2020 | 13 | 17 | 76.47% |
| Q3 2020 | 3 | 3 | 100.00% |
| Q2 2020 | 16 | 22 | 72.73% |
| Q1 2020 | 39 | 62 | 62.90% |
| Q4 2019 | 12 | 20 | 60.00% |
| Q3 2019 | 3 | 5 | 60.00% |
1 total buy trades, and 2 total sell trades (buy/sell ratio of 0.50%) were made by Houlihan Lokey's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | - | 3 | - |
| Q1 2024 | - | 1 | - |
| Q4 2023 | - | 5 | - |
| Q3 2023 | - | 1 | - |
| Q2 2023 | - | 3 | - |
| Q1 2023 | - | - | - |
| Q4 2022 | - | 3 | - |
| Q2 2022 | 1 | - | - |
| Q1 2022 | 1 | 2 | 50.00% |
| Q4 2021 | 1 | 1 | 100.00% |
| Q3 2021 | 1 | - | - |
| Q2 2021 | 1 | 7 | 14.29% |
| Q1 2021 | 1 | - | - |
| Q4 2020 | 1 | 8 | 12.50% |
| Q3 2020 | 1 | - | - |
| Q2 2020 | 1 | 2 | 50.00% |
| Q1 2020 | 1 | 38 | 2.63% |
| Q4 2019 | 1 | 11 | 9.09% |
| Q3 2019 | 1 | 2 | 50.00% |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Houlihan Lokey's stocks.
HLI Ownership FAQ
Who Owns Houlihan Lokey?
Houlihan Lokey is owned by institutional shareholders (12.48%), insiders (0.14%), and public (87.38%). The largest institutional shareholder of Houlihan Lokey is VANGUARD GROUP INC (8.01% of total shares) and the top mutual fund owner is SCHRODER GLOBAL SERIES TRUST (0.30% of total shares).
Who are the major institutional shareholders of Houlihan Lokey?
Houlihan Lokey's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., EARNEST PARTNERS LLC, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, and WELLINGTON MANAGEMENT GROUP LLP. The top five shareholders own together 28.75% of the company's share outstanding.
How many Houlihan Lokey shareholders are there?
As of Jun 2024, there are 201 institutional shareholders of Houlihan Lokey.
What percentage of Houlihan Lokey is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 5.15M shares of Houlihan Lokey, representing 8.01% of the company's total shares outstanding, valued at $694.94M (as of Jun 2024).
What percentage of Houlihan Lokey is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 5M shares of Houlihan Lokey (HLI), compromising 7.77% of the company, valued at $673.96M.
What percentage of Houlihan Lokey is owned by EARNEST PARTNERS LLC?
EARNEST PARTNERS LLC is the third largest holder of Houlihan Lokey. The company owns 3.27M of the company's shares outstanding (worth $441.51M).