Houlihan Lokey Ownership | Who Owns Houlihan Lokey?


OverviewForecastRevenueFinancialsChartTranscripts

Houlihan Lokey Ownership Summary


Houlihan Lokey is owned by 40.78% institutional investors, 1.66% insiders, and 57.56% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.15% of HLI shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 2.48% of its assets in Houlihan Lokey shares.

HLI Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockHoulihan Lokey40.78%1.66%57.56%
SectorFinancial Services Stocks 40.08%14.24%45.69%
IndustryCapital Markets Stocks34.38%17.10%48.51%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de5.37M8.15%$931.95M
Vanguard group5.27M8.00%$914.42M
Blackrock5.00M7.77%$673.96M
Kayne anderson rudnick investment management3.28M4.99%$569.83M
Earnest partners2.97M4.51%$515.35M
Fmr1.88M2.85%$325.65M
State street1.59M2.48%$215.02M
Wellington management group llp1.50M2.28%$260.43M
T. rowe price investment management1.30M1.97%$225.40M
Burgundy asset management1.20M1.86%$161.29M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Barlow wealth partners201.65K4.47%$35.35M
Montanaro asset management95.00K3.41%$16.50B
Franklin, parlapiano, turner & welch58.91K2.77%$10.23M
Gunderson capital management29.56K2.52%$5.13M
Earnest partners2.97M2.30%$515.35M
Woodley farra manion portfolio management299.72K2.19%$40.42M
Chase investment counsel39.03K2.18%$6.78M
Van berkom & associates405.62K2.09%$70.44M
Fiduciary management inc /wi/1.21M1.96%$209.99M
Walled lake planning & wealth management29.62K1.91%$5.14M

Top Buyers

HolderShares% AssetsChange
Raymond james financial826.67K0.05%826.67K
Norges bank656.72K0.01%656.72K
Invesco1.04M0.03%573.75K
Prudential financial347.47K0.08%305.69K
Blackrock funding, inc. /de5.37M0.02%264.62K

Top Sellers

HolderShares% AssetsChange
Wellington management group llp1.50M0.05%-350.96K
Burgundy asset management1.20M1.70%-304.07K
Earnest partners2.97M2.30%-263.68K
Van berkom & associates405.62K2.09%-206.04K
Clearbridge investments635.36K0.09%-205.02K

New Positions

HolderShares% AssetsChangeValue
Raymond james financial826.67K0.05%826.67K$143.56M
Norges bank656.72K0.01%656.72K$114.05M
Balyasny asset management127.78K0.03%127.78K$22.19M
Assenagon asset management124.46K0.03%124.46K$21.61M
Point72 asset management120.37K0.05%120.37K$20.90M

Sold Out

HolderChange
Financial gravity asset management-1.00
Bokf, na-2.00
Tfo-tdc-2.00
Capital performance advisors llp-4.00
Claris advisors, llc / mo /-4.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024308-31.56%26,842,553-48.46%400.65%161-29.07%101-35.26%
Sep 30, 20244446.73%51,998,417-2.50%781.15%22317.37%154-1.91%
Jun 30, 20244112.75%53,305,2061.50%821.25%188-2.08%155-
Mar 31, 20244002.04%52,515,962-2.45%811.17%192-7.69%15518.32%
Dec 31, 202339215.63%53,834,1388.31%831.38%20814.92%13133.67%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Mid-Cap ETF1.74M2.48%-285.00
Vanguard Total Stock Mkt Idx Inv1.67M2.39%7.28K
Vanguard Small Cap Index1.36M1.95%2.44K
Vanguard Explorer Inv1.03M1.46%-121.75K
Virtus KAR Mid-Cap Core I826.00K1.19%3.37K
Vanguard Institutional Extnd Mkt Idx Tr811.37K1.16%765.00
Vanguard Small Cap Growth Index Inv769.82K1.10%-1.50K
AF Global Equity (AFRIS)660.28K0.95%660.28K
Van Berkom Sm-Cap Eq640.56K0.92%-752.36K
T. Rowe Price Small-Cap Value640.39K0.91%-31.10K

Recent Insider Transactions


DateNameRoleActivityValue
Mar 13, 2025Zucker Gillian Beth-Sell$31.65K
Feb 13, 2025Zucker Gillian Beth-Sell$35.79K
Jan 13, 2025Zucker Gillian Beth-Sell$33.13K
Dec 13, 2024Zucker Gillian Beth-Sell$36.11K
Nov 25, 2024GOLD IRWIN CO-CHAIRMANSell$952.50K

Insider Transactions Trends


DateBuySell
2025 Q1-3
2024 Q4-6
2024 Q3-4
2024 Q2-3
2024 Q1-1

HLI Ownership FAQ


Who Owns Houlihan Lokey?

Houlihan Lokey shareholders are primarily institutional investors at 40.78%, followed by 1.66% insiders and 57.56% retail investors. The average institutional ownership in Houlihan Lokey's industry, Capital Markets Stocks, is 34.38%, which Houlihan Lokey exceeds.

Who owns the most shares of Houlihan Lokey?

Houlihan Lokey’s largest shareholders are Blackrock funding, inc. /de (5.37M shares, 8.15%), Vanguard group (5.27M shares, 8.00%), and Blackrock (5M shares, 7.77%). Together, they hold 23.92% of Houlihan Lokey’s total shares outstanding.

Does Blackrock own Houlihan Lokey?

Yes, BlackRock owns 7.77% of Houlihan Lokey, totaling 5M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 673.96M$. In the last quarter, BlackRock increased its holdings by 20.32K shares, a 0.41% change.

Who is Houlihan Lokey’s biggest shareholder by percentage of total assets invested?

Barlow wealth partners is Houlihan Lokey’s biggest shareholder by percentage of total assets invested, with 4.47% of its assets in 201.65K Houlihan Lokey shares, valued at 35.35M$.

Who is the top mutual fund holder of Houlihan Lokey shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Houlihan Lokey shares, with 2.48% of its total shares outstanding invested in 1.74M Houlihan Lokey shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools