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% |
| STATE STREET CORP | 02/14/2025 | 1.70 M | $294.67 M | 5.03% | 2.58% |
| 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 | 966.48 K | $167.89 M | -0.42% | 1.47% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 940.93 K | $163.40 M | 1.55% | 1.43% |
| RAYMOND JAMES FINANCIAL INC | 04/23/2025 | 826.67 K | $143.56 M | 100.00% | 1.26% |
| CAPITAL INTERNATIONAL INVESTORS | 02/13/2025 | 793.29 K | $137.76 M | 0.04% | 1.21% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 772.79 K | $134.20 M | 10.52% | 1.17% |
| SEI INVESTMENTS CO | 02/11/2025 | 736.72 K | $127.94 M | -2.52% | 1.12% |
| NORGES BANK | 02/12/2025 | 656.72 K | $114.05 M | 100.00% | 1.00% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/10/2025 | 648.74 K | $112.69 M | -8.83% | 0.99% |
| CLEARBRIDGE INVESTMENTS, LLC | 02/12/2025 | 635.36 K | $110.34 M | -24.40% | 0.97% |
| NORTHERN TRUST CORP | 02/14/2025 | 620.32 K | $107.73 M | 3.23% | 0.94% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 602.96 K | $104.71 M | 0.32% | 0.92% |
| MORGAN STANLEY | 02/14/2025 | 562.42 K | $97.67 M | 6.97% | 0.85% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 549.07 K | $95.35 M | -5.37% | 0.83% |
| ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 533.34 K | $92.62 M | -6.03% | 0.81% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 519.42 K | $90.20 M | -2.56% | 0.79% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 486.96 K | $84.57 M | 1.02% | 0.74% |
| FIRST TRUST ADVISORS LP | 02/13/2025 | 464.10 K | $80.60 M | 17.39% | 0.71% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 443.04 K | $76.94 M | -0.38% | 0.67% |
| GW&K INVESTMENT MANAGEMENT, LLC | 02/05/2025 | 426.13 K | $74.00 M | -3.81% | 0.65% |
| VAN BERKOM & ASSOCIATES INC. | 02/03/2025 | 405.62 K | $70.44 M | -33.69% | 0.62% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 393.19 K | $68.28 M | 0.12% | 0.60% |
| NATIXIS ADVISORS, L.P. | 02/10/2025 | 391.05 K | $67.91 M | -2.09% | 0.59% |
| PRUDENTIAL FINANCIAL INC | 02/11/2025 | 347.47 K | $60.34 M | 731.58% | 0.53% |
| JENNISON ASSOCIATES LLC | 01/24/2025 | 307.30 K | $53.37 M | 340.96% | 0.47% |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 02/06/2025 | 294.15 K | $51.08 M | -1.28% | 0.45% |
| ANCORA ADVISORS, LLC | 02/14/2025 | 283.77 K | $49.28 M | -1.30% | 0.43% |
| FIERA CAPITAL CORP | 01/29/2025 | 277.47 K | $48.18 M | -2.20% | 0.42% |
| NORDEA INVESTMENT MANAGEMENT AB | 01/06/2025 | 277.01 K | $48.28 M | -34.24% | 0.42% |
| FRANKLIN RESOURCES INC | 02/12/2025 | 270.21 K | $46.92 M | -1.28% | 0.41% |
| CITADEL ADVISORS LLC | 02/14/2025 | 248.30 K | $43.12 M | -5.77% | 0.38% |
| HIGHTOWER ADVISORS, LLC | 02/07/2025 | 244.56 K | $42.47 M | -5.18% | 0.37% |
| ARGENT CAPITAL MANAGEMENT LLC | 01/14/2025 | 242.45 K | $42.10 M | 0.68% | 0.37% |
| UBS GROUP AG | 02/14/2025 | 238.97 K | $41.50 M | 28.91% | 0.36% |
| BARLOW WEALTH PARTNERS, INC. | 01/17/2025 | 201.65 K | $35.35 M | 11.81% | 0.31% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 02/14/2025 | 193.25 K | $33.56 M | 0.00% | 0.29% |
| BROWN ADVISORY INC | 02/14/2025 | 192.20 K | $33.38 M | -6.46% | 0.29% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 179.17 K | $31.11 M | 8.07% | 0.27% |
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Houlihan Lokey, Inc. institutional Ownership - FAQ's
During the previous two years, 445 institutional investors and hedge funds held shares of Houlihan Lokey, Inc.. The most heavily invested institutionals were:
Bleakley Financial Group, LLC: 0
Wealthfront Advisers LLC: 0
Strategic Wealth Investment Group, LLC: 0
VisionPoint Advisory Group, LLC: 0
Steel Peak Wealth Management LLC: 0
Gunderson Capital Management Inc.: 0
81.13% of Houlihan Lokey, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 54.52 M shares in the last 24 months. This purchase volume represents approximately $9.08 B in transactions.