Houlihan Lokey Ownership | Who Owns Houlihan Lokey?

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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

Type	Name	% Inst	% Insiders	% Retail
Stock	Houlihan Lokey	40.78%	1.66%	57.56%
Sector	Financial Services Stocks	40.08%	14.24%	45.69%
Industry	Capital Markets Stocks	34.38%	17.10%	48.51%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	5.37M	8.15%	$931.95M
Vanguard group	5.27M	8.00%	$914.42M
Blackrock	5.00M	7.77%	$673.96M
Kayne anderson rudnick investment management	3.28M	4.99%	$569.83M
Earnest partners	2.97M	4.51%	$515.35M
Fmr	1.88M	2.85%	$325.65M
State street	1.59M	2.48%	$215.02M
Wellington management group llp	1.50M	2.28%	$260.43M
T. rowe price investment management	1.30M	1.97%	$225.40M
Burgundy asset management	1.20M	1.86%	$161.29M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Barlow wealth partners	201.65K	4.47%	$35.35M
Montanaro asset management	95.00K	3.41%	$16.50B
Franklin, parlapiano, turner & welch	58.91K	2.77%	$10.23M
Gunderson capital management	29.56K	2.52%	$5.13M
Earnest partners	2.97M	2.30%	$515.35M
Woodley farra manion portfolio management	299.72K	2.19%	$40.42M
Chase investment counsel	39.03K	2.18%	$6.78M
Van berkom & associates	405.62K	2.09%	$70.44M
Fiduciary management inc /wi/	1.21M	1.96%	$209.99M
Walled lake planning & wealth management	29.62K	1.91%	$5.14M

Top Buyers

Holder	Shares	% Assets	Change
Raymond james financial	826.67K	0.05%	826.67K
Norges bank	656.72K	0.01%	656.72K
Invesco	1.04M	0.03%	573.75K
Prudential financial	347.47K	0.08%	305.69K
Blackrock funding, inc. /de	5.37M	0.02%	264.62K

Top Sellers

Holder	Shares	% Assets	Change
Wellington management group llp	1.50M	0.05%	-350.96K
Burgundy asset management	1.20M	1.70%	-304.07K
Earnest partners	2.97M	2.30%	-263.68K
Van berkom & associates	405.62K	2.09%	-206.04K
Clearbridge investments	635.36K	0.09%	-205.02K

New Positions

Holder	Shares	% Assets	Change	Value
Raymond james financial	826.67K	0.05%	826.67K	$143.56M
Norges bank	656.72K	0.01%	656.72K	$114.05M
Balyasny asset management	127.78K	0.03%	127.78K	$22.19M
Assenagon asset management	124.46K	0.03%	124.46K	$21.61M
Point72 asset management	120.37K	0.05%	120.37K	$20.90M

Sold Out

Holder	Change
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

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	308	-31.56%	26,842,553	-48.46%	40	0.65%	161	-29.07%	101	-35.26%
Sep 30, 2024	444	6.73%	51,998,417	-2.50%	78	1.15%	223	17.37%	154	-1.91%
Jun 30, 2024	411	2.75%	53,305,206	1.50%	82	1.25%	188	-2.08%	155	-
Mar 31, 2024	400	2.04%	52,515,962	-2.45%	81	1.17%	192	-7.69%	155	18.32%
Dec 31, 2023	392	15.63%	53,834,138	8.31%	83	1.38%	208	14.92%	131	33.67%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	1.74M	2.48%	-285.00
Vanguard Total Stock Mkt Idx Inv	1.67M	2.39%	7.28K
Vanguard Small Cap Index	1.36M	1.95%	2.44K
Vanguard Explorer Inv	1.03M	1.46%	-121.75K
Virtus KAR Mid-Cap Core I	826.00K	1.19%	3.37K
Vanguard Institutional Extnd Mkt Idx Tr	811.37K	1.16%	765.00
Vanguard Small Cap Growth Index Inv	769.82K	1.10%	-1.50K
AF Global Equity (AFRIS)	660.28K	0.95%	660.28K
Van Berkom Sm-Cap Eq	640.56K	0.92%	-752.36K
T. Rowe Price Small-Cap Value	640.39K	0.91%	-31.10K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 13, 2025	Zucker Gillian Beth	-	Sell	$31.65K
Feb 13, 2025	Zucker Gillian Beth	-	Sell	$35.79K
Jan 13, 2025	Zucker Gillian Beth	-	Sell	$33.13K
Dec 13, 2024	Zucker Gillian Beth	-	Sell	$36.11K
Nov 25, 2024	GOLD IRWIN	CO-CHAIRMAN	Sell	$952.50K

Insider Transactions Trends

Date	Buy	Sell
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.

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