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Houlihan Lokey (HLI) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Houlihan Lokey (NYSE:HLI)

Current
Institutional Ownership
Percentage
78.07%
Number of
Institutional Buyers
(last 12 months)
200
Total
Institutional Inflows
(last 12 months)
$843.10M
Number of
Institutional Sellers
(last 12 months)
136
Total
Institutional Outflows
(last 12 months)
$408.65M
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HLI Institutional Buying and Selling by Quarter

Houlihan Lokey Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024 CANADA LIFE ASSURANCE Co35,400$4.54M0.0%-14.8%0.051%
5/14/2024 American International Group Inc.69,009$8.85M0.0%-1.1%0.100%
5/14/2024 Burgundy Asset Management Ltd.1,500,016$192.29M2.0%-12.5%2.170%
5/13/2024 Clearbridge Investments LLC946,385$121.32M0.1%-13.5%1.369%
5/13/2024 O Shaughnessy Asset Management LLC8,677$1.11M0.0%+11.1%0.013%
5/13/2024 Ameritas Investment Partners Inc.18,293$2.35M0.1%+0.5%0.026%
5/11/2024 Cynosure Group LLC2,475$317K0.1%N/A0.004%
5/11/2024 Edgestream Partners L.P.46,014$5.90M0.3%+193.9%0.067%
5/10/2024 Vanguard Group Inc.5,104,143$654.30M0.0%+0.6%7.385%
5/9/2024 State Board of Administration of Florida Retirement System17,272$2.21M0.0%-13.0%0.025%
5/9/2024 Eagle Bay Advisors LLC233$30K0.0%-29.2%0.000%
5/8/2024 Entropy Technologies LP4,084$524K0.1%-50.8%0.006%
5/8/2024 Bleakley Financial Group LLC4,133$530K0.0%+9.3%0.006%
5/8/2024 ProShare Advisors LLC2,542$326K0.0%-6.4%0.004%
5/8/2024 Avantax Advisory Services Inc.1,843$236K0.0%-6.6%0.003%
5/8/2024 US Bancorp DE32,886$4.22M0.0%+7.1%0.048%
5/8/2024 Qsemble Capital Management LP2,873$368K0.1%N/A0.004%
5/8/2024 QRG Capital Management Inc.2,748$352K0.0%+12.3%0.004%
5/7/2024 Sei Investments Co.731,130$93.72M0.1%+5.5%1.058%
5/7/2024 Significant Wealth Partners LLC2,611$335K0.2%N/A0.004%
5/7/2024 Swiss National Bank102,236$13.11M0.0%+1.0%0.148%
5/7/2024 Oppenheimer Asset Management Inc.27,264$3.50M0.1%-23.7%0.039%
5/7/2024 Empowered Funds LLC10,641$1.36M0.0%+10.0%0.015%
5/6/2024 Quantbot Technologies LP7,270$932K0.1%+624.8%0.011%
5/6/2024 Duality Advisers LP5,383$690K0.1%N/A0.008%
5/6/2024 Texas Permanent School Fund Corp45,614$5.85M0.0%+2.3%0.066%
5/4/2024 Geneos Wealth Management Inc.16,067$2.06M0.1%+4.2%0.023%
5/3/2024 FDx Advisors Inc.1,755$225K0.0%-17.6%0.003%
5/3/2024 Rehmann Capital Advisory Group1,669$214K0.0%N/A0.002%
5/3/2024 Franklin Parlapiano Turner & Welch LLC74,592$9.56M2.6%-2.4%0.108%
5/3/2024 Whittier Trust Co. of Nevada Inc.30,686$3.93M0.1%+5.2%0.044%
5/3/2024 Whittier Trust Co.58,230$7.46M0.1%+4.1%0.084%
5/2/2024 Jennison Associates LLC347,165$44.50M0.0%+87.2%0.502%
5/2/2024 Mutual of America Capital Management LLC62,505$8.01M0.1%-5.1%0.090%
5/2/2024 Daiwa Securities Group Inc.19,857$2.55M0.0%-35.2%0.029%
5/2/2024 Nordea Investment Management AB475,312$61.01M0.1%+10.7%0.688%
5/1/2024 Janney Montgomery Scott LLC2,390$306K0.0%N/A0.003%
5/1/2024 BNP Paribas Financial Markets10,449$1.34M0.0%-26.1%0.015%
5/1/2024 Mirae Asset Global Investments Co. Ltd.22,185$2.84M0.0%N/A0.032%
4/30/2024 Retirement Systems of Alabama65,448$8.39M0.0%+1.2%0.095%
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4/30/2024 Norden Group LLC6,504$834K0.1%N/A0.009%
4/30/2024 Van ECK Associates Corp19,506$2.50M0.0%+36.5%0.028%
4/30/2024 SpiderRock Advisors LLC25,532$3.13M0.1%N/A0.037%
4/30/2024 Caprock Group LLC4,430$568K0.0%-9.0%0.006%
4/30/2024 Argent Capital Management LLC243,618$31.23M0.9%-1.9%0.352%
4/29/2024 Principal Financial Group Inc.196,160$25.15M0.0%-9.3%0.284%
4/29/2024 Benjamin F. Edwards & Company Inc.401$52K0.0%+194.9%0.001%
4/26/2024 Securian Asset Management Inc.4,256$546K0.0%-2.3%0.006%
4/26/2024 Triasima Portfolio Management inc.13,502$1.73M0.1%+604.0%0.020%
4/26/2024 UMB Bank n.a.755$97K0.0%-13.2%0.001%
4/26/2024 Yousif Capital Management LLC24,344$3.12M0.0%-1.4%0.035%
4/25/2024 New York State Teachers Retirement System17,038$2.18M0.0%+29.6%0.025%
4/25/2024 Equitable Trust Co.3,892$499K0.0%-47.7%0.006%
4/25/2024 Summit Financial LLC1,684$216K0.0%N/A0.002%
4/24/2024 Simplicity Wealth LLC4,040$518K0.0%N/A0.006%
4/23/2024 Louisiana State Employees Retirement System15,000$1.92M0.0%+3.4%0.022%
4/23/2024 Amalgamated Bank28,436$3.65M0.0%-15.5%0.041%
4/23/2024 Fifth Third Bancorp41,021$5.26M0.0%+2.0%0.059%
4/23/2024 Summit Trail Advisors LLC3,939$505K0.0%-2.2%0.006%
4/23/2024 Raymond James Financial Services Advisors Inc.15,843$2.03M0.0%+15.3%0.023%
4/22/2024 Raymond James & Associates143,424$18.39M0.0%+4.2%0.208%
4/22/2024 Berry Wealth Group LP2,207$283K0.2%N/A0.003%
4/19/2024 Taylor Frigon Capital Management LLC15,094$1.94M0.9%-2.0%0.022%
4/19/2024 Norden Group LLC6,504$834K0.0%N/A0.009%
4/19/2024 Handelsinvest Investeringsforvaltning1,826$234K0.1%-34.2%0.003%
4/18/2024 State of Michigan Retirement System12,800$1.64M0.0%+3.2%0.019%
4/18/2024 Allspring Global Investments Holdings LLC6,627$850K0.0%+38.4%0.010%
4/18/2024 Park Place Capital Corp690$88K0.0%-38.5%0.001%
4/16/2024 OneAscent Wealth Management LLC1,954$250K0.1%+13.7%0.003%
4/15/2024 Brookstone Capital Management5,438$697K0.0%-5.7%0.008%
4/12/2024 West Coast Financial LLC23,705$3.04M0.4%-6.3%0.034%
4/12/2024 Steph & Co.1,988$255K0.1%-27.7%0.003%
4/10/2024 Park Avenue Securities LLC8,412$1.08M0.0%-13.1%0.012%
4/10/2024 Fulton Bank N.A.6,709$860K0.0%+4.0%0.010%
4/9/2024 Mather Group LLC.613$74K0.0%N/A0.001%
4/5/2024 NBC Securities Inc.5,904$756K0.1%-41.5%0.009%
3/26/2024HighPoint Advisor Group LLC1,761$221K0.0%N/A0.003%
3/25/2024Quadrature Capital Ltd11,636$1.40M0.0%+134.1%0.017%
3/22/2024 PNC Financial Services Group Inc.17,940$2.15M0.0%-6.7%0.026%
3/19/2024 Accent Capital Management LLC350$42K0.0%N/A0.001%
3/11/2024 Vanguard Group Inc.5,074,300$608.46M0.0%+2.9%7.342%
3/5/2024Wellington Management Group LLP2,221,017$266.32M0.0%-18.5%3.214%
3/1/2024Goldman Sachs Group Inc.359,611$43.12M0.0%-3.9%0.520%
2/28/2024 American International Group Inc.69,743$8.36M0.0%+15,061.5%0.101%
2/26/2024Teachers Retirement System of The State of Kentucky11,900$1.43M0.0%N/A0.017%
2/20/2024Eventide Asset Management LLC175,269$21.02M0.3%+17.1%0.254%
2/15/2024 Argent Capital Management LLC248,398$29.79M1.0%+8.2%0.360%
2/14/2024Fiduciary Management Inc. WI1,195,597$143.36M1.3%+3.4%1.733%
2/14/2024 Sei Investments Co.693,248$83.13M0.1%+39.1%1.005%
2/14/2024Woodson Capital Management LP66,000$7.91M1.6%N/A0.096%
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2/14/2024Quadrature Capital Ltd11,636$1.40M0.0%+134.1%0.017%
2/14/2024Schroder Investment Management Group117,165$14.05M0.0%-8.9%0.170%
2/13/2024 Envestnet Asset Management Inc.480,772$57.65M0.0%+2.3%0.697%
2/13/2024 American International Group Inc.69,743$8.36M0.0%+15,061.5%0.101%
2/13/2024Public Employees Retirement Association of Colorado165,791$19.88M0.1%+36.8%0.240%
2/13/2024Capital International Investors792,073$94.98M0.0%+56.7%1.148%
2/13/2024 Burgundy Asset Management Ltd.1,714,480$205.58M2.3%+2.8%2.485%
2/13/2024Walled Lake Planning & Wealth Management LLC48,150$5.77M2.7%-0.4%0.070%
2/13/2024Steward Partners Investment Solutions LLC1,790$215K0.1%N/A0.003%
2/13/2024 Campbell & CO Investment Adviser LLC24,284$2.91M0.3%N/A0.035%
(Data available from 1/1/2016 forward)

HLI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HLI shares?

During the previous two years, 353 institutional investors and hedge funds held shares of Houlihan Lokey. The most heavily invested institutionals were Vanguard Group Inc. ($654.30M), Earnest Partners LLC ($334.56M), Kayne Anderson Rudnick Investment Management LLC ($295.67M), BlackRock Inc. ($287.05M), Wellington Management Group LLP ($266.32M), Burgundy Asset Management Ltd. ($192.29M), and Alliancebernstein L.P. ($181.51M).Learn more on HLI's institutional investors.

What percentage of Houlihan Lokey stock is owned by institutional investors?

78.07% of Houlihan Lokey stock is owned by institutional investors. Learn more on HLI's institutional investor holdings.

Which institutional investors have been buying Houlihan Lokey stock?

Of the 297 institutional investors that purchased Houlihan Lokey stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($1.10M), Capital International Investors ($792.08K), FMR LLC ($680.20K), Norges Bank ($585.65K), Clearbridge Investments LLC ($572.51K), Thrivent Financial for Lutherans ($515.13K), and Sei Investments Co. ($442.12K).

How much institutional buying is happening at Houlihan Lokey?

Institutional investors have bought a total of 11,909,485 shares in the last 24 months. This purchase volume represents approximately $1.20B in transactions.

Which Houlihan Lokey major shareholders have been selling company stock?

Of the 199 institutional investors that sold Houlihan Lokey stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Earnest Partners LLC ($692.44K), Wellington Management Group LLP ($502.67K), Federated Hermes Inc. ($373.33K), Jennison Associates LLC ($304.68K), Robeco Institutional Asset Management B.V. ($268.27K), Northern Trust Corp ($266.67K), and Burgundy Asset Management Ltd. ($262.92K).

How much institutional selling is happening at Houlihan Lokey?

Institutional investors have sold a total of 6,429,344 shares in the last 24 months. This volume of shares sold represents approximately $627.01M in transactions.


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This page (NYSE:HLI) was last updated on 5/14/2024 by MarketBeat.com Staff

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