Houlihan Lokey, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/07/2025 | 5.37 M | $931.95 M | 5.19% | 8.15% |
| VANGUARD GROUP INC | 02/11/2025 | 5.27 M | $914.42 M | 1.91% | 8.00% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 02/21/2025 | 3.28 M | $569.83 M | 6.80% | 4.99% |
| EARNEST PARTNERS LLC | 02/14/2025 | 2.97 M | $515.35 M | -8.16% | 4.51% |
| FMR LLC | 02/13/2025 | 1.88 M | $325.65 M | 9.43% | 2.85% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 1.50 M | $260.43 M | -18.96% | 2.28% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/14/2025 | 1.30 M | $225.40 M | -8.59% | 1.97% |
| BURGUNDY ASSET MANAGEMENT LTD. | 02/18/2025 | 1.25 M | $217.39 M | 1.65% | 1.90% |
| FIDUCIARY MANAGEMENT INC /WI/ | 02/13/2025 | 1.21 M | $209.99 M | -0.37% | 1.84% |
| BAMCO INC /NY/ | 02/14/2025 | 1.14 M | $198.70 M | -0.04% | 1.74% |
| BANK OF AMERICA CORP /DE/ | 02/14/2025 | 1.08 M | $187.46 M | -10.57% | 1.64% |
| INVESCO LTD. | 02/13/2025 | 1.04 M | $180.81 M | 122.74% | 1.58% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 966,476 | $167.89 M | -0.42% | 1.47% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 940,930 | $163.40 M | 1.55% | 1.43% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 826,666 | $143.56 M | 100.00% | 1.26% |
| CAPITAL INTERNATIONAL INVESTORS | 02/13/2025 | 793,292 | $137.76 M | 0.04% | 1.21% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 772,789 | $134.20 M | 10.52% | 1.17% |
| SEI INVESTMENTS CO | 02/11/2025 | 736,718 | $127.94 M | -2.52% | 1.12% |
| NORGES BANK | 02/12/2025 | 656,723 | $114.05 M | 100.00% | 1.00% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/10/2025 | 648,736 | $112.69 M | -8.83% | 0.99% |
| CLEARBRIDGE INVESTMENTS, LLC | 02/12/2025 | 635,360 | $110.34 M | -24.40% | 0.97% |
| NORTHERN TRUST CORP | 02/14/2025 | 620,324 | $107.73 M | 3.23% | 0.94% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 602,956 | $104.71 M | 0.32% | 0.92% |
| MORGAN STANLEY | 02/14/2025 | 562,423 | $97.67 M | 6.97% | 0.85% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 549,066 | $95.35 M | -5.37% | 0.83% |
| ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 533,340 | $92.62 M | -6.03% | 0.81% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 519,423 | $90.20 M | -2.56% | 0.79% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 486,964 | $84.57 M | 1.02% | 0.74% |
| FIRST TRUST ADVISORS LP | 02/13/2025 | 464,099 | $80.60 M | 17.39% | 0.71% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 443,035 | $76.94 M | -0.38% | 0.67% |
| GW&K INVESTMENT MANAGEMENT, LLC | 02/05/2025 | 426,127 | $74.00 M | -3.81% | 0.65% |
| VAN BERKOM & ASSOCIATES INC. | 02/03/2025 | 405,622 | $70.44 M | -33.69% | 0.62% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 393,190 | $68.28 M | 0.12% | 0.60% |
| NATIXIS ADVISORS, L.P. | 02/10/2025 | 391,054 | $67.91 M | -2.09% | 0.59% |
| PRUDENTIAL FINANCIAL INC | 02/11/2025 | 347,469 | $60.34 M | 731.58% | 0.53% |
| JENNISON ASSOCIATES LLC | 01/24/2025 | 307,304 | $53.37 M | 340.96% | 0.47% |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 02/06/2025 | 294,145 | $51.08 M | -1.28% | 0.45% |
| ANCORA ADVISORS, LLC | 02/14/2025 | 283,771 | $49.28 M | -1.30% | 0.43% |
| FIERA CAPITAL CORP | 01/29/2025 | 277,467 | $48.18 M | -2.20% | 0.42% |
| NORDEA INVESTMENT MANAGEMENT AB | 01/06/2025 | 277,008 | $48.28 M | -34.24% | 0.42% |
| FRANKLIN RESOURCES INC | 02/12/2025 | 270,211 | $46.92 M | -1.28% | 0.41% |
| CITADEL ADVISORS LLC | 02/14/2025 | 248,297 | $43.12 M | -5.77% | 0.38% |
| HIGHTOWER ADVISORS, LLC | 02/07/2025 | 244,557 | $42.47 M | -5.18% | 0.37% |
| ARGENT CAPITAL MANAGEMENT LLC | 01/14/2025 | 242,451 | $42.10 M | 0.68% | 0.37% |
| UBS GROUP AG | 02/14/2025 | 238,966 | $41.50 M | 28.91% | 0.36% |
| BARLOW WEALTH PARTNERS, INC. | 01/17/2025 | 201,650 | $35.35 M | 11.81% | 0.31% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 02/14/2025 | 193,246 | $33.56 M | 0.00% | 0.29% |
| BROWN ADVISORY INC | 02/14/2025 | 192,196 | $33.38 M | -6.46% | 0.29% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 179,167 | $31.11 M | 8.07% | 0.27% |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 02/13/2025 | 178,136 | $30.94 M | -39.41% | 0.27% |
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Houlihan Lokey, Inc. institutional Ownership - FAQ's
During the previous two years, 603 institutional investors and hedge funds held shares of Houlihan Lokey, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 5.37 M
VANGUARD GROUP INC: 5.27 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 3.28 M
EARNEST PARTNERS LLC: 2.97 M
FMR LLC: 1.88 M
WELLINGTON MANAGEMENT GROUP LLP: 1.5 M
81.13% of Houlihan Lokey, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 61.64 M shares in the last 24 months. This purchase volume represents approximately $10.68 B in transactions.