Houlihan Lokey, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 5.51 M | $1.13 B | -3.11% | 8.32% |
| VANGUARD GROUP INC | 11/07/2025 | 5.31 M | $1.09 B | 0.26% | 8.01% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11/13/2025 | 2.92 M | $599.92 M | -2.83% | 4.41% |
| EARNEST PARTNERS LLC | 11/14/2025 | 2.42 M | $497.11 M | -2.08% | 3.65% |
| STATE STREET CORP | 11/14/2025 | 1.72 M | $352.12 M | -0.09% | 2.59% |
| FMR LLC | 11/13/2025 | 1.43 M | $294.62 M | -11.89% | 2.17% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 1.37 M | $281.84 M | -5.93% | 2.07% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.33 M | $273.89 M | 28.05% | 2.01% |
| BURGUNDY ASSET MANAGEMENT LTD. | 11/12/2025 | 1.22 M | $243.01 M | -0.52% | 1.84% |
| BAMCO INC /NY/ | 11/14/2025 | 1.13 M | $232.05 M | -1.39% | 1.71% |
| MAYFLOWER FINANCIAL ADVISORS, LLC | 10/17/2025 | 1.12 M | $1.16 M | 100.00% | 1.69% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 1.00 M | $205.36 M | -4.01% | 1.51% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 11/13/2025 | 956.44 K | $196.38 M | 19.73% | 1.44% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 841.95 K | $172.87 M | -3.68% | 1.27% |
| INVESCO LTD. | 11/13/2025 | 827.53 K | $169.91 M | -2.26% | 1.25% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 803.14 K | $164.90 M | -23.67% | 1.21% |
| FIDUCIARY MANAGEMENT INC /WI/ | 11/14/2025 | 747.83 K | $153.54 M | -0.46% | 1.13% |
| SEI INVESTMENTS CO | 11/13/2025 | 717.95 K | $147.41 M | 3.96% | 1.08% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/04/2025 | 713.49 K | $146.50 M | 75.62% | 1.08% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 665.74 K | $136.69 M | -2.35% | 1.01% |
| JENNISON ASSOCIATES LLC | 10/30/2025 | 589.09 K | $120.95 M | 25.43% | 0.89% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/13/2025 | 572.76 K | $117.60 M | -1.23% | 0.86% |
| CAPITAL INTERNATIONAL INVESTORS | 11/13/2025 | 570.90 K | $117.22 M | -28.49% | 0.86% |
| MORGAN STANLEY | 11/14/2025 | 559.28 K | $114.83 M | -10.26% | 0.84% |
| NORTHERN TRUST CORP | 11/14/2025 | 536.49 K | $110.15 M | -0.36% | 0.81% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 521.89 K | $107.16 M | -5.93% | 0.79% |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 11/12/2025 | 511.28 K | $104.98 M | -6.42% | 0.77% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 488.31 K | $100.26 M | 2.84% | 0.74% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 460.67 K | $94.58 M | -5.68% | 0.70% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 452.41 K | $92.89 M | -6.08% | 0.68% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 417.54 K | $85.73 M | -29.20% | 0.63% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 408.33 K | $83.84 M | -2.52% | 0.62% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 11/12/2025 | 406.31 K | $83.42 M | 17.59% | 0.61% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 405.89 K | $83.34 M | -7.95% | 0.61% |
| HANDELSBANKEN FONDER AB | 11/12/2025 | 398.46 K | $81.81 M | 14.35% | 0.60% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 393.11 K | $80.71 M | -3.36% | 0.59% |
| VAN BERKOM & ASSOCIATES INC. | 11/04/2025 | 376.69 K | $77.34 M | -4.97% | 0.57% |
| CONGRESS ASSET MANAGEMENT CO /MA | 10/10/2025 | 375.30 K | $77.06 M | -14.33% | 0.57% |
| ROYAL BANK OF CANADA | 11/14/2025 | 368.60 K | $75.68 M | 110.50% | 0.56% |
| GW&K INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 342.64 K | $70.35 M | -11.40% | 0.52% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 329.45 K | $67.64 M | 766.83% | 0.50% |
| NATIXIS ADVISORS, L.P. | 11/13/2025 | 325.37 K | $66.81 M | -7.11% | 0.49% |
| MACQUARIE GROUP LTD | 11/13/2025 | 312.27 K | $64.12 M | 135.35% | 0.47% |
| UBS GROUP AG | 11/13/2025 | 282.75 K | $58.05 M | 9.23% | 0.43% |
| ANCORA ADVISORS, LLC | 11/14/2025 | 276.83 K | $56.84 M | -1.56% | 0.42% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 266.53 K | $54.72 M | 5.14% | 0.40% |
| FIERA CAPITAL CORP | 11/07/2025 | 265.82 K | $54.58 M | -2.19% | 0.40% |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 11/10/2025 | 260.20 K | $53.42 M | -6.68% | 0.39% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 247.79 K | $50.88 M | 5.36% | 0.37% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 11/13/2025 | 243.11 K | $50.13 M | -1.83% | 0.37% |
Houlihan Lokey, Inc. institutional Ownership - FAQ's
During the previous two years, 726 institutional investors and hedge funds held shares of Houlihan Lokey, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 5.51 M
VANGUARD GROUP INC: 5.31 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 2.92 M
EARNEST PARTNERS LLC: 2.42 M
STATE STREET CORP: 1.72 M
FMR LLC: 1.43 M
81.74% of Houlihan Lokey, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 65.33 M shares in the last 24 months. This purchase volume represents approximately $13.16 B in transactions.