Houlihan Lokey, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 5.17 M | $816.50 M | 0.27% | 7.85% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 5.10 M | $806.20 M | 100.00% | 7.75% |
| EARNEST PARTNERS LLC | 11/14/2024 | 3.23 M | $510.60 M | -1.30% | 4.91% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11/13/2024 | 3.07 M | $485.51 M | -0.50% | 4.67% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 1.85 M | $292.44 M | -6.79% | 2.81% |
| FMR LLC | 11/13/2024 | 1.71 M | $270.78 M | -0.17% | 2.60% |
| STATE STREET CORP | 11/14/2024 | 1.62 M | $255.28 M | 1.32% | 2.45% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 1.42 M | $224.37 M | -0.78% | 2.16% |
| BURGUNDY ASSET MANAGEMENT LTD. | 11/12/2024 | 1.23 M | $194.60 M | 2.97% | 1.87% |
| FIDUCIARY MANAGEMENT INC /WI/ | 11/14/2024 | 1.21 M | $191.79 M | -0.20% | 1.84% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 1.21 M | $190.74 M | 9.97% | 1.83% |
| BAMCO INC /NY/ | 11/14/2024 | 1.14 M | $180.88 M | -11.49% | 1.74% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 970,559 | $153.40 M | 2.81% | 1.47% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 926,533 | $146.41 M | -0.42% | 1.41% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/12/2024 | 840,382 | $132.80 M | -2.94% | 1.28% |
| CAPITAL INTERNATIONAL INVESTORS | 11/13/2024 | 792,991 | $125.31 M | 0.02% | 1.20% |
| SEI INVESTMENTS CO | 11/12/2024 | 755,745 | $119.42 M | -2.65% | 1.15% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/07/2024 | 711,604 | $112.45 M | -28.41% | 1.08% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 699,223 | $110.49 M | -19.98% | 1.06% |
| EAGLE ASSET MANAGEMENT INC | 11/12/2024 | 693,109 | $128.74 M | 23.64% | 1.05% |
| VAN BERKOM & ASSOCIATES INC. | 11/04/2024 | 611,663 | $96.66 M | -7.20% | 0.93% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 601,025 | $94.97 M | 33.00% | 0.91% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 580,234 | $91.69 M | -7.29% | 0.88% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 567,576 | $89.69 M | -13.10% | 0.86% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 533,082 | $84.24 M | 10.42% | 0.81% |
| MORGAN STANLEY | 11/14/2024 | 525,758 | $83.08 M | -6.63% | 0.80% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 482,068 | $76.18 M | -6.93% | 0.73% |
| INVESCO LTD. | 11/12/2024 | 467,456 | $73.87 M | 34.45% | 0.71% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 444,734 | $70.28 M | 2.53% | 0.68% |
| GW&K INVESTMENT MANAGEMENT, LLC | 11/07/2024 | 443,000 | $70.00 M | 1.60% | 0.67% |
| NORDEA INVESTMENT MANAGEMENT AB | 11/05/2024 | 421,220 | $66.01 M | -7.13% | 0.64% |
| NATIXIS ADVISORS, L.P. | 11/06/2024 | 399,388 | $63.11 M | 2.51% | 0.61% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 395,346 | $62.47 M | -2.49% | 0.60% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 392,725 | $62.06 M | 14.32% | 0.60% |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 11/12/2024 | 297,957 | $47.08 M | -0.59% | 0.45% |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 11/13/2024 | 293,981 | $46.45 M | 7.03% | 0.45% |
| ANCORA ADVISORS, LLC | 11/14/2024 | 287,519 | $45.43 M | 1.13% | 0.44% |
| FIERA CAPITAL CORP | 11/01/2024 | 283,702 | $44.83 M | 666.82% | 0.43% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 273,701 | $46.36 M | -7.98% | 0.42% |
| CITADEL ADVISORS LLC | 11/14/2024 | 263,507 | $41.64 M | 4,163.87% | 0.40% |
| HIGHTOWER ADVISORS, LLC | 11/14/2024 | 257,910 | $40.78 M | -6.89% | 0.39% |
| ARGENT CAPITAL MANAGEMENT LLC | 10/23/2024 | 240,813 | $38.05 M | -1.24% | 0.37% |
| BROWN ADVISORY INC | 11/13/2024 | 205,477 | $32.47 M | -42.47% | 0.31% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 11/14/2024 | 193,246 | $30.54 M | 10.02% | 0.29% |
| MACQUARIE GROUP LTD | 11/14/2024 | 185,566 | $29.32 M | -31.92% | 0.28% |
| UBS GROUP AG | 11/14/2024 | 185,377 | $29.29 M | 30.57% | 0.28% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 183,976 | $29.07 M | 41.97% | 0.28% |
| BARLOW WEALTH PARTNERS, INC. | 10/08/2024 | 180,345 | $29.00 M | 1.79% | 0.27% |
| EVENTIDE ASSET MANAGEMENT, LLC | 11/14/2024 | 168,910 | $26.69 M | -28.09% | 0.26% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 11/08/2024 | 164,230 | $25.95 M | -0.32% | 0.25% |
Houlihan Lokey, Inc.institutional Ownership - FAQ's
During the previous two years, 549 institutional investors and hedge funds held shares of Houlihan Lokey, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 5.17 M
BlackRock Funding, Inc. /DE: 5.1 M
EARNEST PARTNERS LLC: 3.23 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 3.07 M
WELLINGTON MANAGEMENT GROUP LLP: 1.85 M
FMR LLC: 1.71 M
79.10% of Houlihan Lokey, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 61.11 M shares in the last 24 months. This purchase volume represents approximately $10.61 B in transactions.