Houlihan Lokey Ownership 2024 | Who Owns Houlihan Lokey Now?
Institutional Ownership
81.44%
Insider Ownership
0.14%
Retail Ownership
18.43%
Institutional Holders
389.00
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 | 7.92% | 0.01% | 5,104,143 | 29,843 | 0.59% | 654,300,091 | Mar 31, 2024 |
| BLACKROCK INC. | 7.73% | 0.01% | 4,977,157 | -332,182 | -6.26% | 638,021,705 | Mar 31, 2024 |
| EARNEST PARTNERS LLC | 4.99% | 1.88% | 3,211,504 | -18,657 | -0.58% | 411,682,698 | Mar 31, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4.73% | 0.91% | 3,049,743 | 263,931 | 9.47% | 390,946,632,000 | Mar 31, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 3.13% | 0.05% | 2,014,295 | -206,722 | -9.31% | 258,212,477 | Mar 31, 2024 |
| FMR LLC | 2.62% | 0.01% | 1,686,177 | -105,521 | -5.89% | 216,151,076 | Mar 31, 2024 |
| STATE STREET CORP | 2.48% | 0.01% | 1,598,993 | 86,983 | 5.75% | 204,974,913 | Mar 31, 2024 |
| BURGUNDY ASSET MANAGEMENT LTD. | 2.33% | 1.98% | 1,500,016 | -214,464 | -12.51% | 192,287,051 | Mar 31, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 2.06% | 0.10% | 1,324,155 | -22,668 | -1.68% | 169,744,000 | Mar 31, 2024 |
| BAMCO INC /NY/ | 2.02% | 0.44% | 1,298,140 | -470 | -0.04% | 166,408,567 | Mar 31, 2024 |
| FIDUCIARY MANAGEMENT INC /WI/ | 1.87% | 1.38% | 1,204,741 | 9,144 | 0.76% | 154,435,749 | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.70% | 0.01% | 1,093,884 | 74,656 | 7.32% | 140,224,995,000 | Mar 31, 2024 |
| THRIVENT FINANCIAL FOR LUTHERANS | 1.57% | 0.26% | 1,008,124 | 14,292 | 1.44% | 129,232,000 | Mar 31, 2024 |
| NEUBERGER BERMAN GROUP LLC | 1.56% | 0.11% | 1,003,286 | -30,940 | -2.99% | 128,611,255 | Mar 31, 2024 |
| CLEARBRIDGE INVESTMENTS, LLC | 1.47% | 0.10% | 946,385 | -148,032 | -13.53% | 121,317,115 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.41% | 0.01% | 907,464 | 58,617 | 6.91% | 116,349,307 | Mar 31, 2024 |
| AMERIPRISE FINANCIAL INC | 1.41% | 0.03% | 906,216 | -251,731 | -21.74% | 116,167,838 | Mar 31, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 1.23% | 0.02% | 792,349 | 276 | 0.03% | 101,571,218 | Mar 31, 2024 |
| MORGAN STANLEY | 1.15% | 0.01% | 742,400 | 31,130 | 4.38% | 95,168,416 | Mar 31, 2024 |
| SEI INVESTMENTS CO | 1.14% | 0.14% | 731,130 | 37,882 | 5.46% | 93,723,107 | Mar 31, 2024 |
Houlihan Lokey's largest institutional shareholder is VANGUARD GROUP INC, holding 7.92% of the company's total share outstanding, currently valued at $654.30M. The top 10 institutional shareholders own together 40.00% 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% | 3.39% | 146,250 | 1,500 | 1.04% | 18,747,788 | Mar 31, 2024 |
| BARLOW WEALTH PARTNERS, INC. | 0.27% | 2.95% | 173,606 | 4,839 | 2.87% | 21,707,680 | Mar 31, 2024 |
| FRANKLIN, PARLAPIANO, TURNER & WELCH, LLC | 0.12% | 2.63% | 74,592 | -1,810 | -2.37% | 9,562,146 | Mar 31, 2024 |
| VAN BERKOM & ASSOCIATES INC. | 1.09% | 2.57% | 703,988 | -93,875 | -11.77% | 90,244,000 | Mar 31, 2024 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 0.07% | 2.50% | 47,599 | -551 | -1.14% | 6,101,653 | Mar 31, 2024 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 0.46% | 2.10% | 297,585 | -2,101 | -0.70% | 38,147,393 | Mar 31, 2024 |
| BURGUNDY ASSET MANAGEMENT LTD. | 2.33% | 1.98% | 1,500,016 | -214,464 | -12.51% | 192,287,051 | Mar 31, 2024 |
| EARNEST PARTNERS LLC | 4.99% | 1.88% | 3,211,504 | -18,657 | -0.58% | 411,682,698 | Mar 31, 2024 |
| WEIL COMPANY, INC. | 0.05% | 1.75% | 34,496 | 4,123 | 13.57% | 4,422,048 | Mar 31, 2024 |
| FIDUCIARY MANAGEMENT INC /WI/ | 1.87% | 1.38% | 1,204,741 | 9,144 | 0.76% | 154,435,749 | Mar 31, 2024 |
| WOODSON CAPITAL MANAGEMENT, LP | 0.10% | 1.31% | 64,100 | -1,900 | -2.88% | 8,216,979 | Mar 31, 2024 |
| PIER CAPITAL, LLC | 0.12% | 1.31% | 74,100 | -21,376 | -22.39% | 9,498,879 | Mar 31, 2024 |
| BELL ASSET MANAGEMENT LTD | 0.09% | 1.14% | 60,631 | -7,074 | -10.45% | 7,772,288 | Mar 31, 2024 |
| TAYLOR FRIGON CAPITAL MANAGEMENT LLC | 0.02% | 0.92% | 15,094 | -311 | -2.02% | 1,934,907 | Mar 31, 2024 |
| ARGENT CAPITAL MANAGEMENT LLC | 0.38% | 0.91% | 243,618 | -4,780 | -1.92% | 31,229,346 | Mar 31, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4.73% | 0.91% | 3,049,743 | 263,931 | 9.47% | 390,946,632,000 | Mar 31, 2024 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 0.21% | 0.89% | 132,870 | -3,930 | -2.87% | 17,032,605 | Mar 31, 2024 |
| EAM GLOBAL INVESTORS LLC | 0.05% | 0.87% | 29,473 | - | - | 3,778,144 | Mar 31, 2024 |
| EMERALD ADVISERS, LLC | 0.26% | 0.85% | 165,067 | 855 | 0.52% | 21,159,939 | Mar 31, 2024 |
| GHP INVESTMENT ADVISORS, INC. | 0.21% | 0.84% | 132,731 | -1,389 | -1.04% | 17,014,737,000 | Mar 31, 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 3.39% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| EAGLE ASSET MANAGEMENT INC | 0.71% | 0.29% | 454,500 | 336,040 | 283.67% | 58,248,814 | Mar 31, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4.73% | 0.91% | 3,049,743 | 263,931 | 9.47% | 390,946,632,000 | Mar 31, 2024 |
| JENNISON ASSOCIATES LLC | 0.54% | 0.03% | 347,165 | 161,753 | 87.24% | 44,503,083 | Mar 31, 2024 |
| INVESCO LTD. | 0.44% | 0.01% | 283,995 | 121,287 | 74.54% | 36,405,365 | Mar 31, 2024 |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 0.43% | 0.13% | 276,633 | 114,695 | 70.83% | 35,461,584 | Mar 31, 2024 |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 0.16% | 0.31% | 103,610 | 103,610 | 100.00% | 13,281,766 | Mar 31, 2024 |
| STATE STREET CORP | 2.48% | 0.01% | 1,598,993 | 86,983 | 5.75% | 204,974,913 | Mar 31, 2024 |
| FIL LTD | 0.25% | 0.02% | 163,633 | 84,326 | 106.33% | 20,976,114 | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.12% | 0.02% | 76,516 | 76,516 | 100.00% | 9,808,586 | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.70% | 0.01% | 1,093,884 | 74,656 | 7.32% | 140,224,995,000 | Mar 31, 2024 |
| SQUAREPOINT OPS LLC | 0.10% | 0.01% | 62,007 | 62,007 | 100.00% | 7,948,677 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.41% | 0.01% | 907,464 | 58,617 | 6.91% | 116,349,307 | Mar 31, 2024 |
| EVENTIDE ASSET MANAGEMENT, LLC | 0.36% | 0.46% | 229,183 | 53,914 | 30.76% | 29,378,969 | Mar 31, 2024 |
| NORDEA INVESTMENT MANAGEMENT AB | 0.74% | 0.07% | 475,312 | 46,067 | 10.73% | 61,011,048 | Mar 31, 2024 |
| SEI INVESTMENTS CO | 1.14% | 0.14% | 731,130 | 37,882 | 5.46% | 93,723,107 | Mar 31, 2024 |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.05% | 0.01% | 32,923 | 32,923 | 100.00% | 4,220,498 | Mar 31, 2024 |
| MORGAN STANLEY | 1.15% | 0.01% | 742,400 | 31,130 | 4.38% | 95,168,416 | Mar 31, 2024 |
| EDGESTREAM PARTNERS, L.P. | 0.07% | 0.29% | 46,014 | 30,355 | 193.85% | 5,898,535 | Mar 31, 2024 |
| VANGUARD GROUP INC | 7.92% | 0.01% | 5,104,143 | 29,843 | 0.59% | 654,300,091 | Mar 31, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | 0.04% | 0.16% | 26,943 | 26,943 | 100.00% | 3,453,823 | Mar 31, 2024 |
As of Mar 31 2024, Houlihan Lokey's largest institutional buyer is EAGLE ASSET MANAGEMENT INC. The company purchased 336.04K stocks of HLI, valued at $58.25M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 7.73% | 0.01% | 4,977,157 | -332,182 | -6.26% | 638,021,705 | Mar 31, 2024 |
| AMERIPRISE FINANCIAL INC | 1.41% | 0.03% | 906,216 | -251,731 | -21.74% | 116,167,838 | Mar 31, 2024 |
| JANE STREET GROUP, LLC | - | - | - | -238,333 | -100.00% | - | Mar 31, 2024 |
| BURGUNDY ASSET MANAGEMENT LTD. | 2.33% | 1.98% | 1,500,016 | -214,464 | -12.51% | 192,287,051 | Mar 31, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 3.13% | 0.05% | 2,014,295 | -206,722 | -9.31% | 258,212,477 | Mar 31, 2024 |
| ALLIANCEBERNSTEIN L.P. | 1.03% | 0.03% | 666,449 | -168,362 | -20.17% | 85,432,097 | Mar 31, 2024 |
| CLEARBRIDGE INVESTMENTS, LLC | 1.47% | 0.10% | 946,385 | -148,032 | -13.53% | 121,317,115 | Mar 31, 2024 |
| FMR LLC | 2.62% | 0.01% | 1,686,177 | -105,521 | -5.89% | 216,151,076 | Mar 31, 2024 |
| VAN BERKOM & ASSOCIATES INC. | 1.09% | 2.57% | 703,988 | -93,875 | -11.77% | 90,244,000 | Mar 31, 2024 |
| NATIXIS ADVISORS, L.P. | 0.72% | 0.14% | 465,855 | -79,380 | -14.56% | 59,718,000 | Mar 31, 2024 |
| GREAT LAKES ADVISORS, LLC | 0.06% | 0.04% | 38,616 | -76,041 | -66.32% | 4,950,185 | Mar 31, 2024 |
| NORTHERN TRUST CORP | 0.91% | 0.01% | 583,850 | -56,754 | -8.86% | 74,843,732 | Mar 31, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | 0.68% | 0.49% | 435,644 | -50,350 | -10.36% | 55,846,000 | Mar 31, 2024 |
| ROYCE & ASSOCIATES LP | 0.25% | 0.18% | 160,529 | -48,105 | -23.06% | 20,578,213 | Mar 31, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -43,200 | -100.00% | - | Mar 31, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.01% | 0.00% | 5,277 | -41,070 | -88.61% | 676,459 | Mar 31, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | 0.20% | 0.02% | 129,137 | -39,794 | -23.56% | 16,554,000 | Mar 31, 2024 |
| WELLS FARGO & COMPANY/MN | 0.67% | 0.01% | 433,106 | -39,118 | -8.28% | 55,519,877,000 | Mar 31, 2024 |
| POLEN CAPITAL MANAGEMENT LLC | 0.14% | 0.03% | 90,022 | -37,276 | -29.28% | 11,539,947 | Mar 31, 2024 |
| NEUBERGER BERMAN GROUP LLC | 1.56% | 0.11% | 1,003,286 | -30,940 | -2.99% | 128,611,255 | Mar 31, 2024 |
As of Mar 31 2024, Houlihan Lokey's biggest institutional seller is BLACKROCK INC.. The company sold -0.33M shares of HLI, valued at $638.02M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 0.16% | 0.31% | 103,610 | 103,610 | 100.00% | 13,281,766 | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.12% | 0.02% | 76,516 | 76,516 | 100.00% | 9,808,586 | Mar 31, 2024 |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.05% | 0.01% | 32,923 | 32,923 | 100.00% | 4,220,498 | Mar 31, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | 0.04% | 0.16% | 26,943 | 26,943 | 100.00% | 3,453,823 | Mar 31, 2024 |
| SPIDERROCK ADVISORS, LLC | 0.04% | 0.08% | 25,532 | 25,532 | 100.00% | 3,131,244 | Mar 31, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.03% | 0.00% | 22,185 | 22,185 | 100.00% | 1,986,889 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.03% | 0.00% | 19,600 | 19,600 | 100.00% | 2,512,524 | Mar 31, 2024 |
| SPEARS ABACUS ADVISORS LLC | 0.02% | 0.03% | 12,245 | 12,245 | 100.00% | 1,569,687 | Mar 31, 2024 |
| STATE OF TENNESSEE, TREASURY DEPARTMENT | 0.01% | 0.00% | 8,800 | 8,800 | 100.00% | 1,128,072 | Mar 31, 2024 |
| NORDEN GROUP LLC | 0.01% | 0.06% | 6,504 | 6,504 | 100.00% | 833,752 | Mar 31, 2024 |
| DUALITY ADVISERS, LP | 0.01% | 0.07% | 5,383 | 5,383 | 100.00% | 690,047 | Mar 31, 2024 |
| MARSHALL WACE, LLP | 0.01% | 0.00% | 5,300 | 5,300 | 100.00% | 679,407 | Mar 31, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.01% | 0.13% | 4,536 | 4,536 | 100.00% | 581,470 | Mar 31, 2024 |
| SIMPLICITY WEALTH,LLC | 0.01% | 0.01% | 4,040 | 4,040 | 100.00% | 517,891 | Mar 31, 2024 |
| DYNASTY WEALTH MANAGEMENT, LLC | 0.01% | 0.02% | 3,865 | 3,865 | 100.00% | 495,456 | Mar 31, 2024 |
| ENGINEERS GATE MANAGER LP | 0.00% | 0.01% | 3,105 | 3,105 | 100.00% | 398,030 | Mar 31, 2024 |
| QSEMBLE CAPITAL MANAGEMENT, LP | 0.00% | 0.08% | 2,873 | 2,873 | 100.00% | 368,290 | Mar 31, 2024 |
| VALUES FIRST ADVISORS, INC. | 0.00% | 0.20% | 2,631 | 2,631 | 100.00% | 337,253 | Mar 31, 2024 |
| SIGNIFICANT WEALTH PARTNERS LLC | 0.00% | 0.22% | 2,611 | 2,611 | 100.00% | 334,717 | Mar 31, 2024 |
| CYNOSURE MANAGEMENT, LLC | 0.00% | 0.06% | 2,475 | 2,475 | 100.00% | 317,270 | Mar 31, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | 0.00% | 0.00% | 2,390 | 2,390 | 100.00% | 306,000 | Mar 31, 2024 |
| 0.00% | 0.02% | 2,338 | 2,338 | 100.00% | 299,708 | Mar 31, 2024 | |
| USA FINANCIAL PORTFORMULAS CORP | 0.00% | 0.05% | 2,335 | 2,335 | 100.00% | 299,324 | Mar 31, 2024 |
| TD ASSET MANAGEMENT INC | 0.00% | 0.00% | 2,300 | 2,300 | 100.00% | 294,837 | Mar 31, 2024 |
| EXCHANGE TRADED CONCEPTS, LLC | 0.00% | 0.01% | 2,289 | 2,289 | 100.00% | 293,427 | Mar 31, 2024 |
| BERRY WEALTH GROUP, LP | 0.00% | 0.23% | 2,207 | 2,207 | 100.00% | 282,915 | Mar 31, 2024 |
| WELLINGTON WEALTH STRATEGIES, LLC. | 0.00% | 0.12% | 2,041 | 2,041 | 100.00% | 261,636 | Mar 31, 2024 |
| CERITY PARTNERS LLC | 0.00% | 0.00% | 2,000 | 2,000 | 100.00% | 256,407 | Mar 31, 2024 |
| BAIRD FINANCIAL GROUP, INC. | 0.00% | 0.00% | 1,942 | 1,942 | 100.00% | 248,945 | Mar 31, 2024 |
| PZENA INVESTMENT MANAGEMENT LLC | 0.00% | 0.00% | 1,899 | 1,899 | 100.00% | 243,433 | Mar 31, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 0.00% | 1,835 | 1,835 | 100.00% | 235,000 | Mar 31, 2024 |
| SUMMIT FINANCIAL, LLC | 0.00% | 0.01% | 1,684 | 1,684 | 100.00% | 215,872 | Mar 31, 2024 |
| REHMANN CAPITAL ADVISORY GROUP | 0.00% | 0.02% | 1,669 | 1,669 | 100.00% | 214,018 | Mar 31, 2024 |
| NEWEDGE WEALTH, LLC | 0.00% | 0.00% | 1,627 | 1,627 | 100.00% | 212,426 | Mar 31, 2024 |
| ARGENT TRUST CO | 0.00% | 0.01% | 1,606 | 1,606 | 100.00% | 205,874 | Mar 31, 2024 |
| VESTMARK ADVISORY SOLUTIONS, INC. | 0.00% | 0.01% | 1,577 | 1,577 | 100.00% | 202,176 | Mar 31, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 0.00% | 0.00% | 991 | 991 | 100.00% | 127,000 | Mar 31, 2024 |
| MATHER GROUP, LLC. | 0.00% | 0.00% | 613 | 613 | 100.00% | 73,505,000 | Mar 31, 2024 |
| PINGORA PARTNERS LLC | 0.00% | 0.05% | 500 | 500 | 100.00% | 64,095 | Mar 31, 2024 |
| HARVEST FUND MANAGEMENT CO., LTD | 0.00% | 0.00% | 381 | 381 | 100.00% | 49,000 | Mar 31, 2024 |
| 0.00% | 0.00% | 269 | 269 | 100.00% | 34,483 | Mar 31, 2024 | |
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | 0.00% | 0.00% | 242 | 242 | 100.00% | 31,022 | Mar 31, 2024 |
| RISE ADVISORS, LLC | 0.00% | 0.01% | 152 | 152 | 100.00% | 19,442 | Mar 31, 2024 |
| ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | 0.00% | 0.00% | 75 | 75 | 100.00% | 9,615 | Mar 31, 2024 |
| CREWE ADVISORS LLC | 0.00% | 0.00% | 62 | 62 | 100.00% | 7,948 | Mar 31, 2024 |
| FIRST FINANCIAL CORP /IN/ | 0.00% | 0.00% | 60 | 60 | 100.00% | 7,691 | Mar 31, 2024 |
| COLONIAL TRUST ADVISORS | 0.00% | 0.00% | 51 | 51 | 100.00% | 6,538 | Mar 31, 2024 |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 0.00% | 0.00% | 48 | 48 | 100.00% | 6,153 | Mar 31, 2024 |
| 1832 ASSET MANAGEMENT L.P. | 0.00% | - | 37 | 37 | 100.00% | 4,743 | Mar 31, 2024 |
| SMITHFIELD TRUST CO | - | 0.00% | 27 | 27 | 100.00% | 3,000 | Mar 31, 2024 |
| ATWOOD & PALMER INC | - | 0.00% | 15 | 15 | 100.00% | 1,923 | Mar 31, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | 1 | 1 | 100.00% | 86,000 | Mar 31, 2024 |
Houlihan Lokey's largest new institutional shareholder by number of shares is SUSQUEHANNA PORTFOLIO STRATEGIES, LLC, purchased 103.61K shares, valued at $13.28M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | - | - | - | -238,333 | -100.00% | - | Mar 31, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -43,200 | -100.00% | - | Mar 31, 2024 |
| EAM INVESTORS, LLC | - | - | - | -29,087 | -100.00% | - | Mar 31, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -24,284 | -100.00% | - | Mar 31, 2024 |
| BANK OF NOVA SCOTIA | - | - | - | -19,200 | -100.00% | - | Mar 31, 2024 |
| BRIDGEWATER ASSOCIATES, LP | - | - | - | -14,377 | -100.00% | - | Mar 31, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | - | - | - | -11,826 | -100.00% | - | Mar 31, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | - | - | - | -11,324 | -100.00% | - | Mar 31, 2024 |
| AXQ CAPITAL, LP | - | - | - | -8,700 | -100.00% | - | Mar 31, 2024 |
| OAK THISTLE LLC | - | - | - | -8,695 | -100.00% | - | Mar 31, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -8,089 | -100.00% | - | Mar 31, 2024 |
| GUGGENHEIM CAPITAL LLC | - | - | - | -7,301 | -100.00% | - | Mar 31, 2024 |
| CITADEL ADVISORS LLC | - | - | - | -6,912 | -100.00% | - | Mar 31, 2024 |
| INTERVAL PARTNERS, LP | - | - | - | -6,675 | -100.00% | - | Mar 31, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -5,749 | -100.00% | - | Mar 31, 2024 |
| TWO SIGMA INVESTMENTS, LP | - | - | - | -4,375 | -100.00% | - | Mar 31, 2024 |
| AE WEALTH MANAGEMENT LLC | - | - | - | -4,100 | -100.00% | - | Mar 31, 2024 |
| MQS MANAGEMENT LLC | - | - | - | -3,983 | -100.00% | - | Mar 31, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | - | - | - | -3,830 | -100.00% | - | Mar 31, 2024 |
| PETRUS TRUST COMPANY, LTA | - | - | - | -3,089 | -100.00% | - | Mar 31, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -2,823 | -100.00% | - | Mar 31, 2024 |
| EVERPAR ADVISORS LLC | - | - | - | -2,509 | -100.00% | - | Mar 31, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -2,384 | -100.00% | - | Mar 31, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -2,240 | -100.00% | - | Mar 31, 2024 |
| SAWGRASS ASSET MANAGEMENT LLC | - | - | - | -2,222 | -100.00% | - | Mar 31, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -1,932 | -100.00% | - | Mar 31, 2024 |
| CETERA INVESTMENT ADVISERS | - | - | - | -1,920 | -100.00% | - | Mar 31, 2024 |
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC | - | - | - | -1,790 | -100.00% | - | Mar 31, 2024 |
| O'NEIL GLOBAL ADVISORS, INC. | - | - | - | -1,728 | -100.00% | - | Mar 31, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -1,700 | -100.00% | - | Mar 31, 2024 |
| JOHNSON FINANCIAL GROUP, INC. | - | - | - | -1,259 | -100.00% | - | Mar 31, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -1,200 | -100.00% | - | Mar 31, 2024 |
| PLANNED SOLUTIONS, INC. | - | - | - | -722 | -100.00% | - | Mar 31, 2024 |
| QUARRY LP | - | - | - | -195 | -100.00% | - | Mar 31, 2024 |
| LM ADVISORS LLC | - | - | - | -183 | -100.00% | - | Mar 31, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -119 | -100.00% | - | Mar 31, 2024 |
| SCARBOROUGH ADVISORS, LLC | - | - | - | -81 | -100.00% | - | Mar 31, 2024 |
| BROWN BROTHERS HARRIMAN & CO | - | - | - | -75 | -100.00% | - | Mar 31, 2024 |
| BRUCE G. ALLEN INVESTMENTS, LLC | - | - | - | -62 | -100.00% | - | Mar 31, 2024 |
| TURTLE CREEK WEALTH ADVISORS, LLC | - | - | - | -50 | -100.00% | - | Mar 31, 2024 |
| GLASSMAN WEALTH SERVICES | - | - | - | -35 | -100.00% | - | Mar 31, 2024 |
| ADVISORNET FINANCIAL, INC | - | - | - | -5 | -100.00% | - | Mar 31, 2024 |
Houlihan Lokey's largest sold out institutional shareholder by shares sold is JANE STREET GROUP, LLC, sold -0.24M shares, valued at -, as of undefined.
Houlihan Lokey Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| AMG FUNDS | 0.68% | 76,204 | - | - | Jan 31, 2024 |
| SCHRODER GLOBAL SERIES TRUST | 0.30% | 611 | -12,007 | -95.16% | Jan 31, 2021 |
| Voya VARIABLE PRODUCTS TRUST | 0.27% | 83,640 | - | - | Dec 31, 2023 |
| AB CORE OPPORTUNITIES FUND, INC. | 0.26% | 12,996 | - | - | Feb 29, 2024 |
| OSI ETF Trust | 0.21% | 37,161 | 1,995 | 5.67% | Mar 31, 2022 |
| VIRTUS EQUITY TRUST | 0.20% | 1,076,038 | 53,344 | 5.22% | Dec 29, 2023 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.17% | 32,411 | 3,134 | 10.70% | Dec 29, 2023 |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.16% | 1,075,000 | - | - | Dec 31, 2023 |
| ANCORA TRUST | 0.11% | 24,532 | - | - | Dec 31, 2023 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.11% | 822,123 | -12,200 | -1.46% | Dec 31, 2023 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.11% | 418,426 | 418,426 | - | Dec 29, 2023 |
| VANGUARD EXPLORER FUND | 0.10% | 1,176,758 | -188,305 | -13.79% | Jan 31, 2024 |
| WANGER ADVISORS TRUST | 0.09% | 57,427 | -8,347 | -12.69% | Dec 31, 2023 |
| LORD ABBETT RESEARCH FUND INC | 0.09% | 88,060 | - | - | Feb 29, 2024 |
| COLUMBIA ACORN TRUST | 0.09% | 304,761 | -48,070 | -13.62% | Dec 31, 2023 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.09% | 6,354 | - | - | Sep 30, 2022 |
| Monteagle Funds | 0.09% | 3,600 | - | - | Feb 29, 2024 |
| FMI FUNDS INC | 0.08% | 580,000 | 40,000 | 7.41% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.08% | 803,856 | - | - | Dec 31, 2023 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.07% | 31,916 | 31,916 | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.07% | 34,672 | - | - | Dec 31, 2023 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.07% | 676,265 | -9,002 | -1.31% | Feb 29, 2024 |
| AB RELATIVE VALUE FUND, INC. | 0.05% | 62,689 | - | - | Jan 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.05% | 58,554 | -13,846 | -19.12% | Dec 31, 2023 |
| AMCAP FUND | 0.05% | 386,433 | -505 | -0.13% | Feb 29, 2024 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 0.04% | 59,000 | - | - | Mar 31, 2024 |
| VELA Funds | 0.03% | 11,521 | - | - | Dec 31, 2023 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.03% | 293,400 | 194,800 | 197.57% | Dec 31, 2023 |
| 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 | - | - | Dec 29, 2023 |
| FIDELITY CAPITAL TRUST | 0.02% | 230,382 | -7,600 | -3.19% | Jan 31, 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 |
| VIRTUS VARIABLE INSURANCE TRUST | 0.02% | 30,753 | -800 | -2.54% | Dec 29, 2023 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.02% | 19,321 | -1,925 | -9.06% | Dec 29, 2023 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.02% | 7,775 | - | - | Dec 31, 2023 |
| Innovator ETFs Trust | 0.02% | 63,935 | - | - | Jan 31, 2024 |
| Absolute Shares Trust | 0.01% | 4,107 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.01% | 30,845 | -38,370 | -55.44% | Dec 31, 2023 |
| PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.01% | 60,903 | - | - | Dec 29, 2023 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 80,324 | - | - | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.01% | 5,205,397 | 803,692 | 18.26% | Dec 31, 2023 |
| EntrepreneurShares Series Trust | 0.01% | 2,901 | - | - | Dec 31, 2023 |
| FundVantage Trust | 0.01% | 48,790 | -734 | -1.48% | Jan 31, 2024 |
| ROYCE CAPITAL FUND | 0.01% | 3,203 | - | - | Dec 31, 2023 |
| UNIFIED SERIES TRUST | 0.01% | 35,509 | - | - | Feb 29, 2024 |
| Calvert Responsible Index Series, Inc. | 0.01% | 13,526 | - | - | Dec 31, 2023 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.01% | 496 | - | - | Dec 31, 2023 |
| AMG FUNDS III | 0.01% | 1,299 | - | - | Feb 29, 2024 |
| FIDELITY SECURITIES FUND | 0.01% | 692,098 | -2,300 | -0.33% | Jan 31, 2024 |
| ROYCE FUND | 0.01% | 45,244 | -15,424 | -25.42% | Dec 31, 2023 |
| DIREXION FUNDS | 0.01% | 10,660 | - | - | Feb 29, 2024 |
| Federated Hermes MDT Series | 0.01% | 17,701 | - | - | Jan 31, 2024 |
| THRIVENT MUTUAL FUNDS | 0.01% | 569,722 | 566,030 | 15331.26% | Jan 31, 2024 |
| EATON VANCE GROWTH TRUST | 0.01% | 15,915 | - | - | Feb 29, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,371 | - | - | Dec 31, 2023 |
| 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 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.00% | 24,668 | -4,198 | -14.54% | Dec 29, 2023 |
| Calvert Variable Products, Inc. | 0.00% | 11,396 | 7,315 | 179.25% | Dec 31, 2023 |
| John Hancock Exchange-Traded Fund Trust | 0.00% | 28,341 | 362 | 1.29% | Jan 31, 2024 |
| VANGUARD FENWAY FUNDS | 0.00% | 119,514 | - | - | Dec 31, 2023 |
| STATE STREET INSTITUTIONAL FUNDS | 0.00% | 4,083 | -237 | -5.49% | Dec 31, 2023 |
| SYNTAX ETF TRUST | 0.00% | 140 | 140 | - | Dec 31, 2023 |
| HUSSMAN INVESTMENT TRUST | 0.00% | 15,500 | - | - | Dec 31, 2023 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 54,199 | - | - | Jan 31, 2024 |
| Lattice Strategies Trust | 0.00% | 7,262 | -435 | -5.65% | Dec 31, 2023 |
| Brown Advisory Funds | 0.00% | 137,138 | 9,450 | 7.40% | Dec 31, 2023 |
| FIDELITY MT VERNON STREET TRUST | 0.00% | 95,500 | - | - | Feb 29, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 367,749 | 34,332 | 10.30% | Dec 29, 2023 |
| PPM Funds | 0.00% | 2,550 | - | - | Dec 31, 2023 |
| Securian Funds Trust | 0.00% | 29,541 | 4,771 | 19.26% | Dec 31, 2023 |
| JAMES ADVANTAGE FUNDS | 0.00% | 6,300 | - | - | Dec 31, 2023 |
| 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 |
| IVY FUNDS | 0.00% | 227,240 | -16,711 | -6.85% | Dec 29, 2023 |
| Bernstein Fund Inc | 0.00% | 29,716 | -2,400 | -7.47% | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 10,470 | -18,029 | -63.26% | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 11,570 | -123 | -1.05% | Dec 31, 2023 |
| 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% | 40,886 | - | - | Dec 31, 2023 |
| 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 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.00% | 5,124 | 5,124 | - | Dec 31, 2023 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. | 0.00% | 604 | - | - | Dec 31, 2023 |
| SCHWAB STRATEGIC TRUST | 0.00% | 371,432 | 16,467 | 4.64% | Feb 29, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.00% | 123,700 | -4,500 | -3.51% | Feb 29, 2024 |
| SMALLCAP WORLD FUND INC | 0.00% | 112,959 | - | - | Dec 31, 2023 |
| AMG Funds IV | 0.00% | 5,180 | -150 | -2.81% | Jan 31, 2024 |
| Goldman Sachs ETF Trust II | 0.00% | 1,711 | 3 | 0.18% | Feb 29, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 64,475 | 29,863 | 86.28% | Dec 31, 2023 |
| Ivy Variable Insurance Portfolios | 0.00% | 35,104 | 460 | 1.33% | Dec 29, 2023 |
| Guardian Variable Products Trust | 0.00% | 24,041 | - | - | Dec 31, 2023 |
Houlihan Lokey's largest mutual fund holder by % of total assets is "AMG FUNDS", owning 76.20K shares, compromising 0.68% of its total assets.
Houlihan Lokey Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 389 | 0.78% |
| 31 Dec, 23 | 386 | 15.92% |
| 30 Sep, 23 | 333 | 1.83% |
| 30 Jun, 23 | 327 | 0.62% |
| 31 Mar, 23 | 325 | -1.52% |
| 31 Dec, 22 | 330 | 5.10% |
| 30 Sep, 22 | 314 | -1.57% |
| 30 Jun, 22 | 319 | -7.00% |
| 31 Mar, 22 | 343 | -1.15% |
| 31 Dec, 21 | 347 | 12.30% |
| 30 Sep, 21 | 309 | 2.32% |
| 30 Jun, 21 | 302 | 11.03% |
| 31 Mar, 21 | 272 | -5.23% |
| 31 Dec, 20 | 287 | 13.89% |
| 30 Sep, 20 | 252 | -7.69% |
| 30 Jun, 20 | 273 | 21.33% |
| 31 Mar, 20 | 225 | 20.97% |
| 31 Dec, 19 | 186 | -4.62% |
| 30 Sep, 19 | 195 | 5.41% |
| 30 Jun, 19 | 185 | 8.19% |
| 31 Mar, 19 | 171 | 8.23% |
| 31 Dec, 18 | 158 | -5.95% |
| 30 Sep, 18 | 168 | -12.95% |
| 30 Jun, 18 | 193 | 15.57% |
| 31 Mar, 18 | 167 | 11.33% |
| 31 Dec, 17 | 150 | 20.00% |
| 30 Sep, 17 | 125 | 10.62% |
| 30 Jun, 17 | 113 | 8.65% |
| 31 Mar, 17 | 104 | 18.18% |
| 31 Dec, 16 | 88 | 12.82% |
| 30 Sep, 16 | 78 | 6.85% |
| 30 Jun, 16 | 73 | - |
| 31 Mar, 16 | 73 | 5.80% |
| 31 Dec, 15 | 69 | 13.11% |
| 30 Sep, 15 | 61 | - |
As of 31 Mar 24, 389 institutions are holding Houlihan Lokey's shares, representing an increase of 0.78% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 52,455,179 | -2.54% |
| 31 Dec, 23 | 53,819,704 | 8.54% |
| 30 Sep, 23 | 49,583,281 | 0.73% |
| 30 Jun, 23 | 49,226,309 | -1.87% |
| 31 Mar, 23 | 50,166,755 | 0.79% |
| 31 Dec, 22 | 49,774,571 | 1.52% |
| 30 Sep, 22 | 49,029,592 | 0.50% |
| 30 Jun, 22 | 48,786,936 | -3.05% |
| 31 Mar, 22 | 50,319,517 | -0.11% |
| 31 Dec, 21 | 50,375,760 | -2.85% |
| 30 Sep, 21 | 51,852,981 | -1.42% |
| 30 Jun, 21 | 52,601,887 | 0.84% |
| 31 Mar, 21 | 52,164,590 | 2.73% |
| 31 Dec, 20 | 50,778,798 | -0.28% |
| 30 Sep, 20 | 50,923,135 | 0.58% |
| 30 Jun, 20 | 50,630,520 | 6.90% |
| 31 Mar, 20 | 47,363,596 | 6.88% |
| 31 Dec, 19 | 44,316,523 | 5.21% |
| 30 Sep, 19 | 42,122,894 | -0.13% |
| 30 Jun, 19 | 42,178,708 | 10.11% |
| 31 Mar, 19 | 38,306,700 | 11.87% |
| 31 Dec, 18 | 34,242,109 | 0.17% |
| 30 Sep, 18 | 34,182,456 | 1.23% |
| 30 Jun, 18 | 33,766,603 | 10.39% |
| 31 Mar, 18 | 30,589,046 | 14.15% |
| 31 Dec, 17 | 26,797,785 | 17.27% |
| 30 Sep, 17 | 22,852,167 | 6.29% |
| 30 Jun, 17 | 21,499,368 | -1.18% |
| 31 Mar, 17 | 21,756,568 | 73.37% |
| 31 Dec, 16 | 12,549,183 | 2.06% |
| 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 | 8.03% |
| 30 Sep, 15 | 11,262,926 | - |
Houlihan Lokey (HLI) has 52.46M shares outstanding as of 31 Mar 24, down -2.54% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 81.44% | 1.17% |
| 31 Dec, 23 | 83.56% | 1.38% |
| 30 Sep, 23 | 77.71% | 1.29% |
| 30 Jun, 23 | 77.69% | 1.24% |
| 31 Mar, 23 | 79.19% | 1.28% |
| 31 Dec, 22 | 78.53% | 1.31% |
| 30 Sep, 22 | 77.31% | 1.30% |
| 30 Jun, 22 | 77.10% | 1.25% |
| 31 Mar, 22 | 78.52% | 1.30% |
| 31 Dec, 21 | 77.60% | 1.23% |
| 30 Sep, 21 | 79.58% | 1.24% |
| 30 Jun, 21 | 80.05% | 1.27% |
| 31 Mar, 21 | 79.30% | 1.36% |
| 31 Dec, 20 | 76.30% | 1.31% |
| 30 Sep, 20 | 76.25% | 1.21% |
| 30 Jun, 20 | 79.50% | 1.36% |
| 31 Mar, 20 | 76.38% | 1.50% |
| 31 Dec, 19 | 71.46% | 1.57% |
| 30 Sep, 19 | 67.42% | 1.44% |
| 30 Jun, 19 | 68.39% | 1.77% |
| 31 Mar, 19 | 62.14% | 2.04% |
| 31 Dec, 18 | 55.25% | 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 | 42.84% | 3.17% |
| 30 Sep, 17 | 36.79% | 3.09% |
| 30 Jun, 17 | 34.49% | 2.76% |
| 31 Mar, 17 | 35.33% | 8.38% |
| 31 Dec, 16 | 20.54% | 5.08% |
| 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% | 5.62% |
| 30 Sep, 15 | 19.09% | - |
As of 31 Mar 24, Houlihan Lokey is held by 81.44% institutional shareholders, representing a 1.17% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 185 | -10.63% |
| 31 Dec, 23 | 207 | 15.00% |
| 30 Sep, 23 | 180 | 18.42% |
| 30 Jun, 23 | 152 | -14.12% |
| 31 Mar, 23 | 177 | 2.91% |
| 31 Dec, 22 | 172 | 20.28% |
| 30 Sep, 22 | 143 | -1.38% |
| 30 Jun, 22 | 145 | -19.44% |
| 31 Mar, 22 | 180 | 2.27% |
| 31 Dec, 21 | 176 | 10.00% |
| 30 Sep, 21 | 160 | 3.90% |
| 30 Jun, 21 | 154 | 5.48% |
| 31 Mar, 21 | 146 | -12.05% |
| 31 Dec, 20 | 166 | 9.21% |
| 30 Sep, 20 | 152 | -16.48% |
| 30 Jun, 20 | 182 | 30.94% |
| 31 Mar, 20 | 139 | 24.11% |
| 31 Dec, 19 | 112 | -12.50% |
| 30 Sep, 19 | 128 | 11.30% |
| 30 Jun, 19 | 115 | 12.75% |
| 31 Mar, 19 | 102 | 20.00% |
| 31 Dec, 18 | 85 | -8.60% |
| 30 Sep, 18 | 93 | -26.19% |
| 30 Jun, 18 | 126 | 24.75% |
| 31 Mar, 18 | 101 | -0.98% |
| 31 Dec, 17 | 102 | 34.21% |
| 30 Sep, 17 | 76 | 18.75% |
| 30 Jun, 17 | 64 | -18.99% |
| 31 Mar, 17 | 79 | 36.21% |
| 31 Dec, 16 | 58 | 23.40% |
| 30 Sep, 16 | 47 | 9.30% |
| 30 Jun, 16 | 43 | -12.24% |
| 31 Mar, 16 | 49 | 8.89% |
| 31 Dec, 15 | 45 | -26.23% |
| 30 Sep, 15 | 61 | - |
185 institutional shareholders have increased their position in HLI stock as of 31 Mar 24 compared to 207 in the previous quarter (a -10.63% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 152 | 16.92% |
| 31 Dec, 23 | 130 | 34.02% |
| 30 Sep, 23 | 97 | -20.49% |
| 30 Jun, 23 | 122 | 23.23% |
| 31 Mar, 23 | 99 | -13.91% |
| 31 Dec, 22 | 115 | -3.36% |
| 30 Sep, 22 | 119 | -13.77% |
| 30 Jun, 22 | 138 | 15.97% |
| 31 Mar, 22 | 119 | -9.16% |
| 31 Dec, 21 | 131 | 28.43% |
| 30 Sep, 21 | 102 | -7.27% |
| 30 Jun, 21 | 110 | 19.57% |
| 31 Mar, 21 | 92 | 5.75% |
| 31 Dec, 20 | 87 | 10.13% |
| 30 Sep, 20 | 79 | 21.54% |
| 30 Jun, 20 | 65 | 6.56% |
| 31 Mar, 20 | 61 | 35.56% |
| 31 Dec, 19 | 45 | 2.27% |
| 30 Sep, 19 | 44 | -2.22% |
| 30 Jun, 19 | 45 | -11.76% |
| 31 Mar, 19 | 51 | -12.07% |
| 31 Dec, 18 | 58 | 20.83% |
| 30 Sep, 18 | 48 | -5.88% |
| 30 Jun, 18 | 51 | 10.87% |
| 31 Mar, 18 | 46 | 21.05% |
| 31 Dec, 17 | 38 | 2.70% |
| 30 Sep, 17 | 37 | 2.78% |
| 30 Jun, 17 | 36 | 140.00% |
| 31 Mar, 17 | 15 | -21.05% |
| 31 Dec, 16 | 19 | 11.76% |
| 30 Sep, 16 | 17 | -22.73% |
| 30 Jun, 16 | 22 | 29.41% |
| 31 Mar, 16 | 17 | -5.56% |
| 31 Dec, 15 | 18 | - |
| 30 Sep, 15 | - | - |
152 institutional shareholders have reduced their position in HLI stock as of 31 Mar 24 compared to 130 in the previous quarter (a 16.92% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 389 | 0.78% | 52,455,179 | -2.54% | 81.44% | 1.17% | 185 | -10.63% | 152 | 16.92% |
| 31 Dec, 23 | 386 | 15.92% | 53,819,704 | 8.54% | 83.56% | 1.38% | 207 | 15.00% | 130 | 34.02% |
| 30 Sep, 23 | 333 | 1.83% | 49,583,281 | 0.73% | 77.71% | 1.29% | 180 | 18.42% | 97 | -20.49% |
| 30 Jun, 23 | 327 | 0.62% | 49,226,309 | -1.87% | 77.69% | 1.24% | 152 | -14.12% | 122 | 23.23% |
| 31 Mar, 23 | 325 | -1.52% | 50,166,755 | 0.79% | 79.19% | 1.28% | 177 | 2.91% | 99 | -13.91% |
| 31 Dec, 22 | 330 | 5.10% | 49,774,571 | 1.52% | 78.53% | 1.31% | 172 | 20.28% | 115 | -3.36% |
| 30 Sep, 22 | 314 | -1.57% | 49,029,592 | 0.50% | 77.31% | 1.30% | 143 | -1.38% | 119 | -13.77% |
| 30 Jun, 22 | 319 | -7.00% | 48,786,936 | -3.05% | 77.10% | 1.25% | 145 | -19.44% | 138 | 15.97% |
| 31 Mar, 22 | 343 | -1.15% | 50,319,517 | -0.11% | 78.52% | 1.30% | 180 | 2.27% | 119 | -9.16% |
| 31 Dec, 21 | 347 | 12.30% | 50,375,760 | -2.85% | 77.60% | 1.23% | 176 | 10.00% | 131 | 28.43% |
| 30 Sep, 21 | 309 | 2.32% | 51,852,981 | -1.42% | 79.58% | 1.24% | 160 | 3.90% | 102 | -7.27% |
| 30 Jun, 21 | 302 | 11.03% | 52,601,887 | 0.84% | 80.05% | 1.27% | 154 | 5.48% | 110 | 19.57% |
| 31 Mar, 21 | 272 | -5.23% | 52,164,590 | 2.73% | 79.30% | 1.36% | 146 | -12.05% | 92 | 5.75% |
| 31 Dec, 20 | 287 | 13.89% | 50,778,798 | -0.28% | 76.30% | 1.31% | 166 | 9.21% | 87 | 10.13% |
| 30 Sep, 20 | 252 | -7.69% | 50,923,135 | 0.58% | 76.25% | 1.21% | 152 | -16.48% | 79 | 21.54% |
| 30 Jun, 20 | 273 | 21.33% | 50,630,520 | 6.90% | 79.50% | 1.36% | 182 | 30.94% | 65 | 6.56% |
| 31 Mar, 20 | 225 | 20.97% | 47,363,596 | 6.88% | 76.38% | 1.50% | 139 | 24.11% | 61 | 35.56% |
| 31 Dec, 19 | 186 | -4.62% | 44,316,523 | 5.21% | 71.46% | 1.57% | 112 | -12.50% | 45 | 2.27% |
| 30 Sep, 19 | 195 | 5.41% | 42,122,894 | -0.13% | 67.42% | 1.44% | 128 | 11.30% | 44 | -2.22% |
| 30 Jun, 19 | 185 | 8.19% | 42,178,708 | 10.11% | 68.39% | 1.77% | 115 | 12.75% | 45 | -11.76% |
| 31 Mar, 19 | 171 | 8.23% | 38,306,700 | 11.87% | 62.14% | 2.04% | 102 | 20.00% | 51 | -12.07% |
| 31 Dec, 18 | 158 | -5.95% | 34,242,109 | 0.17% | 55.25% | 1.83% | 85 | -8.60% | 58 | 20.83% |
| 30 Sep, 18 | 168 | -12.95% | 34,182,456 | 1.23% | 54.90% | 1.91% | 93 | -26.19% | 48 | -5.88% |
| 30 Jun, 18 | 193 | 15.57% | 33,766,603 | 10.39% | 53.61% | 2.24% | 126 | 24.75% | 51 | 10.87% |
| 31 Mar, 18 | 167 | 11.33% | 30,589,046 | 14.15% | 48.95% | 2.67% | 101 | -0.98% | 46 | 21.05% |
| 31 Dec, 17 | 150 | 20.00% | 26,797,785 | 17.27% | 42.84% | 3.17% | 102 | 34.21% | 38 | 2.70% |
| 30 Sep, 17 | 125 | 10.62% | 22,852,167 | 6.29% | 36.79% | 3.09% | 76 | 18.75% | 37 | 2.78% |
| 30 Jun, 17 | 113 | 8.65% | 21,499,368 | -1.18% | 34.49% | 2.76% | 64 | -18.99% | 36 | 140.00% |
| 31 Mar, 17 | 104 | 18.18% | 21,756,568 | 73.37% | 35.33% | 8.38% | 79 | 36.21% | 15 | -21.05% |
| 31 Dec, 16 | 88 | 12.82% | 12,549,183 | 2.06% | 20.54% | 5.08% | 58 | 23.40% | 19 | 11.76% |
| 30 Sep, 16 | 78 | 6.85% | 12,295,454 | 2.51% | 20.11% | 5.13% | 47 | 9.30% | 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 | 8.89% | 17 | -5.56% |
| 31 Dec, 15 | 69 | 13.11% | 12,167,088 | 8.03% | 20.48% | 5.62% | 45 | -26.23% | 18 | - |
| 30 Sep, 15 | 61 | - | 11,262,926 | - | 19.09% | - | 61 | - | - | - |
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 CRAIN CHRISTOPHER M on May 17 2024, selling 1,478 shares at - per share (valued at -).
Houlihan Lokey Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 7 | - |
| 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% |
| Q2 2019 | 13 | 21 | 61.90% |
0 total buy trades, and 7 total sell trades (buy/sell ratio of 0.00%) were made by Houlihan Lokey's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | - | - |
| 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% |
| Q2 2019 | - | 1 | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Houlihan Lokey's stocks.
HLI Ownership FAQ
Who Owns Houlihan Lokey?
Houlihan Lokey is owned by institutional shareholders (81.44%), insiders (0.14%), and public (18.43%). The largest institutional shareholder of Houlihan Lokey is VANGUARD GROUP INC (7.92% of total shares) and the top mutual fund owner is AMG FUNDS (0.68% 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 28.50% of the company's share outstanding.
How many Houlihan Lokey shareholders are there?
As of Mar 2024, there are 389 institutional shareholders of Houlihan Lokey.
What percentage of Houlihan Lokey is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 5.1M shares of Houlihan Lokey, representing 7.92% of the company's total shares outstanding, valued at $654.3M (as of Mar 2024).
What percentage of Houlihan Lokey is owned by BLACKROCK INC?
As of Mar 2024, BLACKROCK INC holds 4.98M shares of Houlihan Lokey (HLI), compromising 7.73% of the company, valued at $638.02M.
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 3.21M of the company's shares outstanding (worth $411.68M).