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Houlihan Lokey Ownership | Who Owns Houlihan Lokey?

OverviewForecastRevenueFinancialsChartTranscripts

Houlihan Lokey Ownership Summary

Houlihan Lokey is owned by 82.66% institutional investors, 0.13% insiders, and 17.21% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.59% 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

TypeName% Inst% Insiders% Retail
StockHoulihan Lokey82.66%0.13%17.21%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryCapital Markets Stocks45.71%16.60%37.69%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de5.69M8.59%$1.02B
Vanguard group5.27M8.00%$914.42M
Blackrock5.00M7.77%$673.96M
Kayne anderson rudnick investment management3.01M4.54%$541.10M
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
Burgundy asset management1.23M1.85%$220.61M
Bamco inc /ny/1.15M1.73%$206.25M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Barlow wealth partners205.58K4.51%$37.72M
Montanaro asset management81.00K3.76%$14.58M
Franklin, parlapiano, turner & welch58.91K2.77%$10.23M
Woodley farra manion portfolio management278.83K2.36%$50.18M
Earnest partners2.97M2.30%$515.35M
Stegent equity advisors14.26K2.27%$2.57M
Burgundy asset management1.23M2.15%$220.61M
Van berkom & associates405.62K2.09%$70.44M
Walled lake planning & wealth management29.62K1.91%$5.14M
Renaissance group189.58K1.33%$34.12M

Top Buyers

HolderShares% AssetsChange
Norges bank656.72K0.01%656.72K
Invesco1.04M0.03%573.75K
Prudential financial347.47K0.08%305.69K
Capital research global investors798.84K0.03%294.78K
Renaissance group189.58K1.33%189.58K

Top Sellers

HolderShares% AssetsChange
Wellington management group llp1.50M0.05%-350.96K
Earnest partners2.97M2.30%-263.68K
Van berkom & associates405.62K2.09%-206.04K
Clearbridge investments635.36K0.09%-205.02K
Morgan stanley563.07K0.01%-179.34K

New Positions

HolderShares% AssetsChangeValue
Norges bank656.72K0.01%656.72K$114.05M
Renaissance group189.58K1.33%189.58K$34.12M
Azora capital lp87.01K0.71%87.01K$15.66M
Exoduspoint capital management, lp34.77K0.05%34.77K$6.26M
Caisse de depot et placement du quebec33.38K0.01%33.38K$6.01M

Sold Out

HolderChange
Mv capital management-1.00
Financial gravity asset management-1.00
Tfo-tdc-2.00
American capital advisory-2.00
Bokf, na-2.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20255453.81%54,755,0764.43%821.30%264-5.04%20823.08%
Mar 31, 20255191.76%52,124,106-2.41%791.20%277-1671.83%
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-

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Mid-Cap ETF1.75M2.49%-3.13K
Vanguard Total Stock Mkt Idx Inv1.69M2.40%-44.04K
Vanguard US Total Market Shares ETF1.68M2.39%1.18K
Vanguard Small Cap Index1.31M1.86%-8.73K
American Funds AMCAP A1.16M1.66%280.63K
Capital Group AMCAP Composite1.16M1.66%280.63K
Vanguard Explorer Inv922.89K1.31%-18.80K
Virtus KAR Mid-Cap Core I826.00K1.18%-
Vanguard Small Cap Growth Index Inv735.72K1.05%-1.06K
AF Global Equity (AFRIS)660.28K0.95%660.28K

Recent Insider Transactions

DateNameRoleActivityValue
Jul 14, 2025Zucker Gillian Beth-Sell$38.33K
Jun 30, 2025GOLD IRWIN CO-CHAIRMANSell$914.05K
Jun 13, 2025Zucker Gillian Beth-Sell$34.87K
Jun 02, 2025CRAIN CHRISTOPHER M GENERAL COUNSELSell$86.51K
May 19, 2025BEISER SCOTT L CO-CHAIRMANSell$1.43M

Insider Transactions Trends

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

HLI Ownership FAQ

Who Owns Houlihan Lokey?

Houlihan Lokey shareholders are primarily institutional investors at 82.66%, followed by 0.13% insiders and 17.21% retail investors. The average institutional ownership in Houlihan Lokey's industry, Capital Markets Stocks, is 45.71%, which Houlihan Lokey exceeds.

Who owns the most shares of Houlihan Lokey?

Houlihan Lokey’s largest shareholders are Blackrock funding, inc. /de (5.69M shares, 8.59%), Vanguard group (5.27M shares, 8.00%), and Blackrock (5M shares, 7.77%). Together, they hold 24.35% 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 4.51% of its assets in 205.58K Houlihan Lokey shares, valued at 37.72M$.

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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