Houlihan Lokey Ownership | Who Owns Houlihan Lokey?

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Houlihan Lokey Ownership Summary

Houlihan Lokey is owned by 57.26% institutional investors, 0.13% insiders, and 42.60% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.32% of HLI shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 2.49% of its assets in Houlihan Lokey shares.

HLI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Houlihan Lokey	57.26%	0.13%	42.60%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Capital Markets Stocks	35.42%	14.69%	49.89%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	5.51M	8.32%	$1.13B
Vanguard group	5.31M	8.01%	$1.09B
Blackrock	5.00M	7.77%	$673.96M
Kayne anderson rudnick investment management	2.92M	4.41%	$599.92M
Earnest partners	2.42M	3.65%	$497.11M
State street	1.72M	2.59%	$352.12M
Fmr	1.43M	2.17%	$294.62M
Wellington management group llp	1.37M	2.07%	$281.84M
Geode capital management	1.33M	2.01%	$273.89M
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	203.13K	4.39%	$39.43M
Wealth high governance capital ltda	72.00K	4.25%	$14.78M
Franklin, parlapiano, turner & welch	54.11K	2.81%	$11.11M
Woodley farra manion portfolio management	260.20K	2.52%	$53.42B
Burgundy asset management	1.22M	2.29%	$243.01M
Van berkom & associates	376.69K	2.24%	$77.34M
Earnest partners	2.42M	2.16%	$497.11M
Walled lake planning & wealth management	27.98K	1.89%	$5.74M
Fiduciary management inc /wi/	747.83K	1.55%	$153.54M

Top Buyers

Holder	Shares	% Assets	Change
Mayflower financial advisors	1.12M	0.15%	1.12M
Norges bank	656.72K	0.01%	656.72K
Thrivent financial for lutherans	713.49K	0.29%	307.21K
Geode capital management	1.33M	0.02%	292.20K
Price t rowe associates inc /md/	329.45K	0.01%	291.44K

Top Sellers

Holder	Shares	% Assets	Change
Ameriprise financial	104.61K	0.00%	-385.08K
T. rowe price investment management	803.14K	0.10%	-249.10K
Capital investors	570.90K	0.02%	-227.45K
Fmr	1.43M	0.02%	-193.62K
Assenagon asset management	-	-	-182.73K

New Positions

Holder	Shares	% Assets	Change	Value
Mayflower financial advisors	1.12M	0.15%	1.12M	$1.16M
Norges bank	656.72K	0.01%	656.72K	$114.05M
Axa investment managers	84.66K	0.05%	84.66K	$17.38M
Acadian asset management	51.63K	0.02%	51.63K	$10.60M
Atom investors lp	27.39K	0.43%	27.39K	$5.62M

Sold Out

Holder	Change
Mv capital management	-1.00
Total investment management	-1.00
Stephens consulting	-1.00
Financial gravity asset management	-1.00
Tfo-tdc	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2024	444	6.73%	51,998,417	-2.50%	78	1.15%	223	17.37%	154	-1.91%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	1.75M	2.49%	-
Vanguard Total Stock Mkt Idx Inv	1.69M	2.40%	-44.04K
Vanguard US Total Market Shares ETF	1.68M	2.39%	1.18K
Vanguard Small Cap Index	1.31M	1.86%	-8.73K
American Funds AMCAP A	1.16M	1.66%	280.63K
Capital Group AMCAP Composite	1.16M	1.66%	280.63K
Vanguard Explorer Inv	922.89K	1.31%	-18.80K
Virtus KAR Mid-Cap Core I	821.34K	1.17%	-4.67K
Vanguard Small Cap Growth Index Inv	735.72K	1.05%	-1.06K
AF Global Equity (AFRIS)	660.28K	0.95%	660.28K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 16, 2025	GOLD IRWIN	CO-CHAIRMAN	Sell	$1.38M
Sep 02, 2025	CRAIN CHRISTOPHER M	GENERAL COUNSEL	Sell	$98.11K
Aug 27, 2025	SIEGERT PAUL ERIC	CO-CHAIRMAN	Sell	$8.00M
Jul 14, 2025	Zucker Gillian Beth	-	Sell	$38.33K
Jun 30, 2025	GOLD IRWIN	CO-CHAIRMAN	Sell	$914.05K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	-
2025 Q3	-	4
2025 Q2	-	6
2025 Q1	-	3
2024 Q4	-	6

HLI Ownership FAQ

Who Owns Houlihan Lokey?

Houlihan Lokey shareholders are primarily institutional investors at 57.26%, followed by 0.13% insiders and 42.61% retail investors. The average institutional ownership in Houlihan Lokey's industry, Capital Markets Stocks, is 35.42%, which Houlihan Lokey exceeds.

Who owns the most shares of Houlihan Lokey?

Houlihan Lokey’s largest shareholders are Blackrock funding, inc. /de (5.51M shares, 8.32%), Vanguard group (5.31M shares, 8.01%), and Blackrock (5M shares, 7.77%). Together, they hold 24.09% 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?

Montanaro asset management is Houlihan Lokey’s biggest shareholder by percentage of total assets invested, with 4.56% of its assets in 89K Houlihan Lokey shares, valued at 18.27B$.

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 2.49% of its total shares outstanding invested in 1.75M Houlihan Lokey shares.

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