Houlihan Lokey Ownership | Who Owns Houlihan Lokey?
Houlihan Lokey Ownership Summary
Houlihan Lokey is owned by 85.14% institutional investors, 0.20% insiders, and 14.66% 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 2.66% of its assets in Houlihan Lokey shares.
HLI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Houlihan Lokey | 85.14% | 0.20% | 14.66% |
| Sector | Financial Services Stocks | 734.95% | 13.85% | -648.79% |
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% | $702.90M |
| Blackrock | 5.00M | 7.77% | $673.96M |
| Vanguard capital management | 2.44M | 3.67% | $327.24M |
| Kayne anderson rudnick investment management | 2.43M | 3.65% | $325.48M |
| Earnest partners | 2.17M | 3.26% | $291.43M |
| Royal bank of canada | 1.99M | 2.99% | $267.20M |
| State street | 1.75M | 2.63% | $234.65M |
| Morgan stanley | 1.69M | 2.54% | $226.71M |
| Geode capital management | 1.38M | 2.08% | $185.66M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Grandeur peak global advisors | 184.90K | 8.46% | $36.57M |
| Montanaro asset management | 82.93K | 3.51% | $11.12M |
| Barlow wealth partners | 205.70K | 2.98% | $27.63M |
| Burgundy asset management | 1.22M | 2.29% | $243.01M |
| Van berkom & associates | 436.41K | 1.89% | $58.54M |
| Fiduciary management inc /wi/ | 938.41K | 1.79% | $125.87M |
| Woodley farra manion portfolio management | 261.51K | 1.69% | $35.08M |
| Franklin, parlapiano, turner & welch | 53.48K | 1.62% | $7.17M |
| Crawford fund management | 68.43K | 1.41% | $9.18M |
| Earnest partners | 2.17M | 1.05% | $291.43M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Citadel advisors | 1.23M | 0.02% | 739.39K |
| Norges bank | 656.49K | 0.01% | 656.49K |
| Lpl financial | 620.28K | 0.02% | 539.26K |
| Sixth street partners management company | 458.94K | 0.01% | 458.94K |
| Qube research | 705.49K | 0.09% | 450.32K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital research global investors | 526.87K | 0.01% | -787.81K |
| Champlain investment partners | 209.98K | 0.72% | -507.74K |
| Wellington management group llp | 929.76K | 0.02% | -431.65K |
| Macquarie management | - | - | -379.18K |
| Macquarie group | - | - | -312.27K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 656.49K | 0.01% | 656.49K | $88.05M |
| Sixth street partners management company | 458.94K | 0.01% | 458.94K | $61.56M |
| Ariel investments | 244.52K | 0.33% | 244.52K | $32.80M |
| Axa investment managers | 84.66K | 0.05% | 84.66K | $17.38M |
| Mufg securities emea | 79.70K | 0.11% | 79.70K | $10.69M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 515 | -6.02% | 56,655,461 | 3.27% | 85 | 1.26% | 230 | -12.55% | 199 | -6.57% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1.86M | 2.66% | 57.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.72M | 2.49% | -9.46K |
| Vanguard MStar Total Stk Mkt Idx Invest | 1.73M | 2.47% | 4.76K |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.72M | 2.46% | -9.46K |
| Vanguard US Total Market Shares ETF | 1.68M | 2.39% | 1.18K |
| Vanguard Small Cap Index | 1.25M | 1.79% | 2.35K |
| American Funds AMCAP A | 1.24M | 1.78% | 326.55K |
| Capital Group AMCAP Composite | 1.24M | 1.78% | 326.55K |
| American Funds SMALLCAP World A | 907.94K | 1.31% | 794.98K |
| Vanguard Explorer Inv | 857.45K | 1.23% | -121.07K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 03, 2026 | ALLEY J LINDSEY | Chief Financial Officer | Buy | $500.57K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | 1 | - |
| 2026 Q2 | - | 2 |
| 2026 Q1 | - | 2 |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 4 |
HLI Ownership FAQ
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