Houlihan Lokey Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 5.26 M | $915.67 M | -0.91% | 7.89% |
| BLACKROCK, INC. | 02/12/2026 | 5.24 M | $912.99 M | -4.89% | 7.87% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 02/13/2026 | 2.77 M | $483.00 M | -5.10% | 4.16% |
| EARNEST PARTNERS LLC | 02/12/2026 | 2.29 M | $399.16 M | -5.35% | 3.44% |
| ROYAL BANK OF CANADA | 02/17/2026 | 1.70 M | $296.71 M | 362.12% | 2.56% |
| STATE STREET CORP | 02/13/2026 | 1.70 M | $296.70 M | -0.68% | 2.56% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.42 M | $247.13 M | 6.35% | 2.13% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 1.28 M | $223.63 M | -6.48% | 1.93% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 1.20 M | $208.93 M | 2,723.19% | 1.80% |
| FMR LLC | 02/17/2026 | 1.13 M | $196.04 M | -21.57% | 1.69% |
| BAMCO INC /NY/ | 02/17/2026 | 1.12 M | $195.78 M | -0.55% | 1.69% |
| MAYFLOWER FINANCIAL ADVISORS, LLC | 01/13/2026 | 1.12 M | $1.21 M | 0.03% | 1.68% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 02/11/2026 | 962.26 K | $167.62 M | 0.61% | 1.44% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 953.84 K | $166.15 M | -4.63% | 1.43% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 796.36 K | $139.78 M | -5.41% | 1.20% |
| INVESCO LTD. | 02/19/2026 | 760.96 K | $132.55 M | -8.04% | 1.14% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 708.85 K | $123.47 M | -0.65% | 1.06% |
| FIDUCIARY MANAGEMENT INC /WI/ | 02/11/2026 | 697.29 K | $121.46 M | -6.76% | 1.05% |
| SEI INVESTMENTS CO | 02/13/2026 | 688.91 K | $120.00 M | -4.05% | 1.03% |
| NORGES BANK | 02/10/2026 | 662.94 K | $115.48 M | 100.00% | 0.99% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 628.78 K | $109.53 M | -5.55% | 0.94% |
| JENNISON ASSOCIATES LLC | 01/30/2026 | 587.77 K | $102.38 M | -0.23% | 0.88% |
| CLEARBRIDGE INVESTMENTS, LLC | 02/11/2026 | 568.88 K | $99.09 M | -0.68% | 0.85% |
| MORGAN STANLEY | 02/13/2026 | 550.31 K | $95.86 M | -1.60% | 0.83% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 544.86 K | $94.91 M | 20.44% | 0.82% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 535.34 K | $93.25 M | 2.58% | 0.80% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/19/2026 | 533.46 K | $92.92 M | -33.58% | 0.80% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 02/11/2026 | 520.00 K | $90.58 M | 27.98% | 0.78% |
| NORTHERN TRUST CORP | 02/17/2026 | 509.67 K | $88.78 M | -5.00% | 0.76% |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 02/13/2026 | 459.10 K | $79.97 M | -10.21% | 0.69% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 424.25 K | $73.90 M | -13.12% | 0.64% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 422.34 K | $73.57 M | 1.15% | 0.63% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 408.04 K | $71.08 M | 3.80% | 0.61% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 393.90 K | $68.61 M | -3.53% | 0.59% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 02/17/2026 | 386.91 K | $67.40 M | 100.00% | 0.58% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 379.48 K | $66.10 M | 62.15% | 0.57% |
| VAN BERKOM & ASSOCIATES INC. | 02/02/2026 | 377.38 K | $65.74 M | 0.18% | 0.57% |
| GW&K INVESTMENT MANAGEMENT, LLC | 02/11/2026 | 356.26 K | $62.06 M | 3.97% | 0.53% |
| FIERA CAPITAL CORP | 02/11/2026 | 352.58 K | $61.42 M | 32.64% | 0.53% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 352.14 K | $61.34 M | -23.56% | 0.53% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 343.41 K | $59.82 M | -15.39% | 0.52% |
| NATIXIS ADVISORS, L.P. | 02/10/2026 | 325.66 K | $56.73 M | 0.09% | 0.49% |
| HANDELSBANKEN FONDER AB | 02/06/2026 | 313.46 K | $54.60 M | -21.33% | 0.47% |
| CAPITAL INTERNATIONAL INVESTORS | 02/11/2026 | 313.23 K | $54.56 M | -45.13% | 0.47% |
| ANCORA ADVISORS, LLC | 02/17/2026 | 280.26 K | $48.82 M | 1.24% | 0.42% |
| CONGRESS ASSET MANAGEMENT CO /MA | 01/09/2026 | 266.66 K | $46.45 M | -28.95% | 0.40% |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 02/12/2026 | 257.46 K | $44.85 M | -1.05% | 0.39% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 239.67 K | $41.75 M | -10.08% | 0.36% |
| UBS GROUP AG | 01/29/2026 | 237.23 K | $41.32 M | -16.10% | 0.36% |
| ARGENT CAPITAL MANAGEMENT LLC | 01/05/2026 | 236.10 K | $41.13 M | -2.32% | 0.35% |
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Houlihan Lokey Inc institutional Ownership - FAQ's
During the previous two years, 761 institutional investors and hedge funds held shares of Houlihan Lokey Inc. The most heavily invested institutionals were:
Mayflower Financial Advisors, LLC: 1.12 M
Bank of New York Mellon Corp: 420,646
UBS Group AG: 359,105
THRIVENT FINANCIAL FOR LUTHERANS: 349,756
ENVESTNET ASSET MANAGEMENT INC: 329,441
Handelsbanken Fonder AB: 260,558
81.71% of Houlihan Lokey Inc stock is owned by institutional investors.
Institutional investors have bought a total of 66.99 M shares in the last 24 months. This purchase volume represents approximately $9.84 B in transactions.