Houlihan Lokey Ownership | Who Owns Houlihan Lokey?
Houlihan Lokey Ownership Summary
Houlihan Lokey is owned by 62.00% institutional investors, 0.13% insiders, and 37.87% 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 2.64% of its assets in Houlihan Lokey shares.
HLI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Houlihan Lokey | 62.00% | 0.13% | 37.87% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Capital Markets Stocks | 28.36% | 14.01% | 57.63% |
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% | $912.99M |
| Blackrock | 5.00M | 7.77% | $673.96M |
| Kayne anderson rudnick investment management | 2.92M | 4.41% | $599.92M |
| Earnest partners | 2.29M | 3.44% | $399.16M |
| State street | 1.72M | 2.59% | $352.12M |
| Fmr | 1.43M | 2.17% | $294.62M |
| Geode capital management | 1.42M | 2.13% | $247.13M |
| Wellington management group llp | 1.37M | 2.07% | $281.84M |
| Burgundy asset management | 1.22M | 1.84% | $243.01M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Montanaro asset management | 89.00K | 4.56% | $18.27B |
| Barlow wealth partners | 205.16K | 3.70% | $33.34M |
| Burgundy asset management | 1.22M | 2.29% | $243.01M |
| Franklin, parlapiano, turner & welch | 52.96K | 2.00% | $8.38M |
| Wealth high governance capital ltda | 61.03K | 1.99% | $10.63M |
| Van berkom & associates | 405.98K | 1.93% | $58.31M |
| Woodley farra manion portfolio management | 257.69K | 1.80% | $37.01M |
| Earnest partners | 2.29M | 1.71% | $399.16M |
| Kayne anderson rudnick investment management | 2.92M | 1.46% | $599.92M |
| Fiduciary management inc /wi/ | 697.29K | 1.34% | $121.46M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bank of montreal /can/ | 1.20M | 0.07% | 1.16M |
| Norges bank | 662.94K | 0.01% | 662.94K |
| Vanguard fiduciary trust | 340.39K | 0.01% | 340.39K |
| Price t rowe associates inc /md/ | 329.45K | 0.01% | 291.44K |
| Vaughan nelson investment management | 248.77K | 0.36% | 248.77K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ameriprise financial | 104.61K | 0.00% | -385.08K |
| Thrivent financial for lutherans | 349.76K | 0.10% | -359.09K |
| Macquarie group | - | - | -312.27K |
| Blackrock funding, inc. /de | 5.24M | 0.02% | -269.39K |
| Capital investors | 313.23K | 0.01% | -257.67K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 662.94K | 0.01% | 662.94K | $115.48M |
| Vanguard fiduciary trust | 340.39K | 0.01% | 340.39K | $48.89M |
| Vaughan nelson investment management | 248.77K | 0.36% | 248.77K | $35.73M |
| Assenagon asset management | 117.61K | 0.03% | 117.61K | $16.89M |
| Axa investment managers | 84.66K | 0.05% | 84.66K | $17.38M |
Sold Out
| Holder | Change |
|---|---|
| Mv capital management | -1.00 |
| Stephens consulting | -1.00 |
| New millennium group | -1.00 |
| Financial gravity asset management | -1.00 |
| Total investment management | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 519 | 1.76% | 52,124,106 | -2.41% | 79 | 1.20% | 277 | - | 167 | 1.83% |
| Dec 31, 2024 | 308 | -31.56% | 26,842,553 | -48.46% | 40 | 0.65% | 161 | -29.07% | 101 | -35.26% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1.83M | 2.64% | -928.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.72M | 2.46% | -8.38K |
| Vanguard US Total Market Shares ETF | 1.68M | 2.39% | 1.18K |
| Vanguard Small Cap Index | 1.25M | 1.80% | 17.06K |
| Capital Group AMCAP Composite | 1.24M | 1.78% | 326.55K |
| American Funds AMCAP A | 1.24M | 1.78% | 326.55K |
| Vanguard Explorer Inv | 978.52K | 1.40% | -5.07K |
| Vanguard Small Cap Growth Index Inv | 702.61K | 1.01% | 15.50K |
| Virtus KAR Mid-Cap Core I | 691.54K | 0.99% | -87.05K |
| Champlain Mid Cap Fund, LLC | 689.52K | 0.99% | -6.86K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Sep 16, 2025 | GOLD IRWIN | CO-CHAIRMAN | Sell | $1.38M |
| Sep 02, 2025 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | Sell | $98.11K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 1 |
| 2026 Q1 | - | 2 |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 4 |
| 2025 Q2 | - | 6 |
HLI Ownership FAQ
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