Houlihan Lokey Ownership | Who Owns Houlihan Lokey?
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
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