Houlihan Lokey Ownership | Who Owns Houlihan Lokey?

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Houlihan Lokey Ownership Summary

Houlihan Lokey is owned by 79.00% institutional investors, 0.13% insiders, and 20.87% 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	79.00%	0.13%	20.87%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Capital Markets Stocks	43.37%	15.77%	40.86%

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 %
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%
Sep 30, 2023	339	1.80%	49,705,918	-0.51%	77	1.25%	181	18.30%	98	-20.97%

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	792.75K	1.14%	-3.47K
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
Dec 13, 2024	Zucker Gillian Beth	-	Sell	$36.11K
Nov 25, 2024	GOLD IRWIN	CO-CHAIRMAN	Sell	$952.50K
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

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	5
2024 Q3	-	4
2024 Q2	-	3
2024 Q1	-	1
2023 Q4	-	5

HLI Ownership FAQ

Who Owns Houlihan Lokey?

Houlihan Lokey shareholders are primarily institutional investors at 79.00%, followed by 0.13% insiders and 20.87% retail investors. The average institutional ownership in Houlihan Lokey's industry, Capital Markets Stocks, is 43.37%, which Houlihan Lokey exceeds.

Who owns the most shares of Houlihan Lokey?

Houlihan Lokey’s largest shareholders are Vanguard group (5.15M shares, 8.01%), Blackrock (5M shares, 7.77%), and Earnest partners (3.27M shares, 5.09%). Together, they hold 20.87% 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 3.68% of its assets in 146.25K Houlihan Lokey shares, valued at 19.72M$.

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 2.41% of its total shares outstanding invested in 1.67M Houlihan Lokey shares.

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