Houlihan Lokey Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 5.24 M | $702.90 M | -0.76% | 7.88% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 2.77 M | $372.09 M | -0.15% | 4.17% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 2.44 M | $327.24 M | 0.84% | 3.67% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 08/13/2026 | 2.43 M | $325.48 M | -8.16% | 3.65% |
| EARNEST PARTNERS LLC | 08/13/2026 | 2.17 M | $291.43 M | -2.52% | 3.27% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.99 M | $267.20 M | 13.74% | 3.00% |
| STATE STREET CORP | 08/07/2026 | 1.75 M | $234.65 M | 3.29% | 2.63% |
| MORGAN STANLEY | 08/13/2026 | 1.69 M | $226.71 M | 6.17% | 2.54% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.38 M | $185.66 M | 2.42% | 2.08% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 1.30 M | $174.46 M | 13.14% | 1.96% |
| CITADEL ADVISORS LLC | 09/02/2026 | 1.23 M | $164.65 M | 151.47% | 1.85% |
| MAYFLOWER FINANCIAL ADVISORS, LLC | 07/09/2026 | 1.12 M | $1.19 M | 0.00% | 1.69% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2026 | 992.79 K | $133.16 M | 62.50% | 1.49% |
| FIDUCIARY MANAGEMENT INC /WI/ | 08/13/2026 | 938.41 K | $125.87 M | 16.78% | 1.41% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 929.76 K | $124.71 M | -31.71% | 1.40% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 890.62 K | $119.46 M | -6.34% | 1.34% |
| BAMCO INC /NY/ | 08/14/2026 | 869.54 K | $116.63 M | -18.08% | 1.31% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 825.41 K | $110.71 M | 32.34% | 1.24% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 705.49 K | $94.63 M | 176.48% | 1.06% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 692.90 K | $92.94 M | 12.39% | 1.04% |
| FMR LLC | 08/13/2026 | 690.81 K | $92.66 M | -19.30% | 1.04% |
| NORGES BANK | 08/12/2026 | 656.49 K | $88.05 M | 100.00% | 0.99% |
| SEI INVESTMENTS CO | 08/14/2026 | 654.09 K | $87.73 M | -5.14% | 0.98% |
| CLEARBRIDGE INVESTMENTS, LLC | 08/13/2026 | 635.29 K | $85.21 M | 1.61% | 0.96% |
| LPL FINANCIAL LLC | 08/07/2026 | 620.28 K | $83.20 M | 665.53% | 0.93% |
| INVESCO LTD. | 08/14/2026 | 561.27 K | $75.28 M | 18.22% | 0.84% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 08/12/2026 | 526.87 K | $70.67 M | -59.92% | 0.79% |
| NORTHERN TRUST CORP | 08/13/2026 | 521.88 K | $70.00 M | -0.91% | 0.78% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 07/16/2026 | 514.37 K | $68.99 M | 106.77% | 0.77% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 486.24 K | $65.22 M | 21.76% | 0.73% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 08/12/2026 | 463.42 K | $62.16 M | -14.75% | 0.70% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 458.94 K | $61.56 M | 1.40% | 0.69% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 458.94 K | $61.56 M | 100.00% | 0.69% |
| VAN BERKOM & ASSOCIATES INC. | 08/05/2026 | 436.41 K | $58.54 M | 7.50% | 0.66% |
| NORDEA INVESTMENT MANAGEMENT AB | 08/05/2026 | 430.60 K | $57.81 M | 743.97% | 0.65% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 417.51 K | $56.00 M | -40.49% | 0.63% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 406.98 K | $54.59 M | -3.25% | 0.61% |
| CAPITAL INTERNATIONAL INVESTORS | 08/12/2026 | 406.53 K | $54.53 M | 259.89% | 0.61% |
| NATIXIS ADVISORS, L.P. | 08/14/2026 | 383.96 K | $51.50 M | 10.41% | 0.58% |
| JENNISON ASSOCIATES LLC | 08/03/2026 | 382.20 K | $51.26 M | -18.43% | 0.57% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 375.87 K | $50.42 M | 147.37% | 0.57% |
| GW&K INVESTMENT MANAGEMENT, LLC | 08/12/2026 | 349.70 K | $46.91 M | -1.24% | 0.53% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 345.25 K | $46.31 M | -1.29% | 0.52% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 343.23 K | $46.04 M | 0.83% | 0.52% |
| UBS GROUP AG | 08/13/2026 | 321.44 K | $43.11 M | -10.49% | 0.48% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 314.57 K | $42.19 M | -9.18% | 0.47% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 290.77 K | $39.00 M | 109.91% | 0.44% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 290.74 K | $40.28 M | -2.27% | 0.44% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 288.79 K | $38.74 M | -12.34% | 0.43% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2026 | 263.80 K | $35.38 M | 13.36% | 0.40% |
Houlihan Lokey Inc institutional Ownership - FAQ's
During the previous two years, 729 institutional investors and hedge funds held shares of Houlihan Lokey Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 5.24 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 2.77 M
VANGUARD CAPITAL MANAGEMENT LLC: 2.44 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 2.43 M
EARNEST PARTNERS LLC: 2.17 M
ROYAL BANK OF CANADA: 1.99 M
85.31% of Houlihan Lokey Inc stock is owned by institutional investors.
Institutional investors have bought a total of 73.88 M shares in the last 24 months. This purchase volume represents approximately $10.85 B in transactions.