Houlihan Lokey Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 5.28 M | $758.43 M | 0.75% | 7.93% |
| 05/08/2026 | 2.78 M | $399.04 M | 100.00% | 4.17% | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 05/14/2026 | 2.64 M | $379.47 M | -4.71% | 3.97% |
| 05/15/2026 | 2.42 M | $347.46 M | 100.00% | 3.63% | |
| EARNEST PARTNERS LLC | 05/15/2026 | 2.23 M | $320.13 M | -2.73% | 3.35% |
| ROYAL BANK OF CANADA | 05/15/2026 | 1.75 M | $251.55 M | 2.83% | 2.63% |
| STATE STREET CORP | 05/15/2026 | 1.69 M | $243.25 M | -0.56% | 2.54% |
| MORGAN STANLEY | 05/15/2026 | 1.59 M | $228.64 M | 189.29% | 2.39% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 1.36 M | $195.53 M | 6.04% | 2.04% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.35 M | $194.10 M | -4.75% | 2.03% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 05/13/2026 | 1.31 M | $188.81 M | 36.62% | 1.97% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 1.15 M | $165.11 M | -4.16% | 1.73% |
| MAYFLOWER FINANCIAL ADVISORS, LLC | 04/23/2026 | 1.12 M | $1.19 M | 0.00% | 1.68% |
| BAMCO INC /NY/ | 05/15/2026 | 1.06 M | $152.44 M | -5.57% | 1.59% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 950.87 K | $136.56 M | -0.31% | 1.43% |
| FMR LLC | 05/15/2026 | 856.02 K | $122.94 M | -23.94% | 1.28% |
| FIDUCIARY MANAGEMENT INC /WI/ | 05/14/2026 | 803.57 K | $115.41 M | 15.24% | 1.21% |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 05/13/2026 | 717.72 K | $103.08 M | 56.33% | 1.08% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 701.59 K | $99.33 M | -11.90% | 1.05% |
| SEI INVESTMENTS CO | 05/13/2026 | 689.53 K | $99.03 M | 0.09% | 1.03% |
| CLEARBRIDGE INVESTMENTS, LLC | 05/13/2026 | 625.23 K | $89.80 M | 9.90% | 0.94% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 623.72 K | $89.58 M | 14.47% | 0.94% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 616.52 K | $88.54 M | 15.16% | 0.93% |
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 610.94 K | $87.74 M | -2.84% | 0.92% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 05/11/2026 | 543.61 K | $78.07 M | 4.54% | 0.82% |
| NORTHERN TRUST CORP | 05/14/2026 | 526.68 K | $75.64 M | 3.34% | 0.79% |
| CITADEL ADVISORS LLC | 05/15/2026 | 488.15 K | $70.11 M | 627.68% | 0.73% |
| INVESCO LTD. | 05/12/2026 | 474.77 K | $68.19 M | -37.61% | 0.71% |
| JENNISON ASSOCIATES LLC | 05/06/2026 | 468.56 K | $67.29 M | -20.28% | 0.70% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 452.61 K | $65.00 M | 7.17% | 0.68% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 420.65 K | $60.41 M | -0.85% | 0.63% |
| VAN BERKOM & ASSOCIATES INC. | 05/14/2026 | 405.98 K | $58.31 M | 7.58% | 0.61% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 399.34 K | $57.33 M | 5.23% | 0.60% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 05/15/2026 | 379.18 K | $54.46 M | -2.00% | 0.57% |
| FIERA CAPITAL CORP | 05/12/2026 | 361.61 K | $51.93 M | 2.56% | 0.54% |
| UBS GROUP AG | 05/05/2026 | 359.11 K | $51.57 M | 51.38% | 0.54% |
| GW&K INVESTMENT MANAGEMENT, LLC | 05/13/2026 | 354.10 K | $50.86 M | -0.61% | 0.53% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 349.76 K | $50.23 M | -50.66% | 0.52% |
| NATIXIS ADVISORS, L.P. | 05/13/2026 | 347.75 K | $49.94 M | 6.78% | 0.52% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 346.37 K | $49.75 M | -12.07% | 0.52% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 340.39 K | $48.89 M | 100.00% | 0.51% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 329.44 K | $47.31 M | -4.07% | 0.49% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 297.48 K | $41.35 M | 4,700.36% | 0.45% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 05/14/2026 | 272.06 K | $39.07 M | 16.24% | 0.41% |
| HANDELSBANKEN FONDER AB | 04/28/2026 | 260.56 K | $37.42 M | -16.88% | 0.39% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 05/14/2026 | 258.23 K | $36.42 M | 14.57% | 0.39% |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 05/08/2026 | 257.69 K | $37.01 M | 0.09% | 0.39% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 255.16 K | $36.65 M | 46.63% | 0.38% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 04/16/2026 | 248.77 K | $35.73 M | 100.00% | 0.37% |
| EVENTIDE ASSET MANAGEMENT, LLC | 05/15/2026 | 236.14 K | $33.84 M | 0.74% | 0.35% |
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Houlihan Lokey Inc institutional Ownership - FAQ's
During the previous two years, 732 institutional investors and hedge funds held shares of Houlihan Lokey Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 5.28 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 2.64 M
EARNEST PARTNERS LLC: 2.23 M
ROYAL BANK OF CANADA: 1.75 M
STATE STREET CORP: 1.69 M
MORGAN STANLEY: 1.59 M
82.30% of Houlihan Lokey Inc stock is owned by institutional investors.
Institutional investors have bought a total of 67.34 M shares in the last 24 months. This purchase volume represents approximately $9.89 B in transactions.