Houlihan Lokey Ownership | Who Owns Houlihan Lokey?
Houlihan Lokey Ownership Summary
Houlihan Lokey is owned by 82.85% institutional investors, 0.13% insiders, and 17.01% retail investors. Vanguard group is the largest institutional shareholder, holding 8.01% of HLI shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 2.41% of its assets in Houlihan Lokey shares.
HLI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Houlihan Lokey | 82.85% | 0.13% | 17.01% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
| Industry | Capital Markets Stocks | 43.47% | 14.01% | 42.52% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 5.15M | 8.01% | $694.94M |
| Blackrock | 5.00M | 7.77% | $673.96M |
| Earnest partners | 3.27M | 5.09% | $441.51M |
| Kayne anderson rudnick investment management | 3.09M | 4.80% | $416.43M |
| Wellington management group llp | 1.99M | 3.09% | $267.75M |
| Fmr | 1.72M | 2.67% | $231.48M |
| State street | 1.59M | 2.48% | $215.02M |
| T. rowe price investment management | 1.43M | 2.22% | $192.99M |
| Bamco inc /ny/ | 1.29M | 2.01% | $174.41M |
| Fiduciary management inc /wi/ | 1.22M | 1.89% | $164.01M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Montanaro asset management | 146.25K | 3.68% | $19.72M |
| Barlow wealth partners | 177.18K | 3.50% | $25.30M |
| Van berkom & associates | 659.12K | 2.66% | $88.89M |
| Franklin, parlapiano, turner & welch | 68.01K | 2.54% | $9.17M |
| Walled lake planning & wealth management | 45.20K | 2.49% | $6.10M |
| Woodley farra manion portfolio management | 299.72K | 2.19% | $40.42M |
| Earnest partners | 3.27M | 2.06% | $441.51M |
| Weil company | 39.58K | 1.95% | $5.34M |
| Burgundy asset management | 1.20M | 1.70% | $161.29M |
| Fiduciary management inc /wi/ | 1.22M | 1.53% | $164.01M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 717.59K | 0.01% | 717.59K |
| Millennium management | 501.61K | 0.03% | 499.54K |
| First trust advisors lp | 405.44K | 0.06% | 356.56K |
| T. rowe price investment management | 1.43M | 0.12% | 106.88K |
| Eagle asset management | 560.59K | 0.41% | 106.09K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Burgundy asset management | 1.20M | 1.70% | -304.07K |
| Jennison associates | 125.55K | 0.01% | -221.61K |
| Morgan stanley | 563.07K | 0.01% | -179.34K |
| Susquehanna portfolio strategies | - | - | -95.59K |
| Clearbridge investments | 865.80K | 0.09% | -80.59K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 717.59K | 0.01% | 717.59K | $96.77M |
| Stonepine asset management | 75.19K | 0.07% | 75.19K | $10.14M |
| Corebridge financial | 66.29K | 0.05% | 66.29K | $8.94M |
| Fenimore asset management | 45.07K | 0.13% | 45.07K | $6.08M |
| Rheos capital works | 38.40K | 0.27% | 38.40K | $5.18M |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -1.00 |
| Tfo-tdc | -2.00 |
| Ifp advisors | -5.00 |
| Harbour investments | -7.00 |
| Atwood & palmer | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 339 | 1.80% | 49,705,918 | -0.51% | 77 | 1.25% | 181 | 18.30% | 98 | -20.97% |
| Jun 30, 2023 | 333 | 0.30% | 49,960,386 | -0.54% | 78 | 1.25% | 153 | -16.39% | 124 | 27.84% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1.67M | 2.41% | 912.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.67M | 2.40% | -6.81K |
| Vanguard Small Cap Index | 1.33M | 1.92% | 2.60K |
| Vanguard Explorer Inv | 1.15M | 1.65% | - |
| Virtus KAR Mid-Cap Core I | 822.63K | 1.18% | 37.11K |
| Vanguard Institutional Extnd Mkt Idx Tr | 796.22K | 1.15% | -4.67K |
| EARNEST Partners Smid Cap Core Founders | 735.04K | 1.06% | -3.78K |
| Vanguard Small Cap Growth Index Inv | 731.40K | 1.05% | -1.94K |
| T. Rowe Price Small-Cap Value | 715.84K | 1.03% | -13.43K |
| AF Global Equity (AFRIS) | 660.28K | 0.95% | 660.28K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 13, 2024 | Zucker Gillian Beth | - | Sell | $37.49K |
| Nov 08, 2024 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | Sell | $464.85K |
| Nov 07, 2024 | ALLEY J LINDSEY | Chief Financial Officer | Sell | $2.32M |
| Oct 14, 2024 | Zucker Gillian Beth | - | Sell | $33.62K |
| Sep 13, 2024 | Zucker Gillian Beth | - | Sell | $30.46K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 4 |
| 2024 Q3 | - | 4 |
| 2024 Q2 | - | 3 |
| 2024 Q1 | - | 1 |
| 2023 Q4 | - | 5 |
HLI Ownership FAQ
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