Houlihan Lokey, Inc. (HLI) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

174,862Shares held by institutions

$24,698,383Value of institutional holdings

77.42%Institutional ownership %

1.00%Shares Changed QoQ

544No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Houlihan Lokey, Inc. (NYSE:HLI) showed up in the 13F filings of 560 institutional investors as of December 2025.

They owned 79.0% of outstanding stock in December 2025, down from 80.7% the prior quarter.
Their total shares held in HLI increased 2.82% from the prior quarter, while the number of investors in Houlihan Lokey increased 12.45% year over year.
Of these 560 funds, 268 grew their exposure to Houlihan Lokey, 218 cut back, and 74 maintained positions.
Combined, these investors held 54.09Mn shares in HLI for December 2025, up by 1.48Mn shares quarter on quarter, and down 5.4Mn shares year over year.
VANGUARD GROUP INC is the top holder of Houlihan Lokey as of December 31, 2025, with 5.26Mn shares representing 7.68% of outstanding stock.
Leading buyers of Houlihan Lokey shares for the quarter ending December 2025 were Royal Bank Of Canada (1.33Mn), Bank Of Montreal /Can/ (1.16Mn), NORGES BANK (662.94K), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (386.91K), AQR CAPITAL MANAGEMENT LLC (145.45K).
The largest sales of HLI for the quarter ending December 2025 came from Bank Of America Corp /De/ (1.05Mn), FMR LLC (309.48K), BlackRock, Inc. (269.39K), Capital International Investors (257.67K), Jpmorgan Chase & Co (190.86K).
Business Quant data shows the 10 biggest positions in Houlihan Lokey as of December 2025 are held by VANGUARD GROUP INC (5.26Mn), BlackRock, Inc. (5.24Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (2.77Mn), EARNEST PARTNERS LLC (2.29Mn), Royal Bank Of Canada (1.7Mn), State Street Corp (1.7Mn), GEODE CAPITAL MANAGEMENT, LLC (1.42Mn), WELLINGTON MANAGEMENT GROUP LLP (1.28Mn), Bank Of Montreal /Can/ (1.2Mn), FMR LLC (1.13Mn).

560 Institutional Holders

174,862 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	-269,388	-4.89%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	-48,446	-0.91%	$0.00
Mayflower Financial Advisors, LLC	31 Dec, 2025	300	0.03%	$0.00
Barclays Plc	31 Dec, 2025	-142,996	-53.78%	$0.00
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	31 Dec, 2025	-149,067	-5.10%	$0.00
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	-3,112	-0.39%	$0.00
HSBC HOLDINGS PLC	31 Dec, 2025	15,634	43.77%	$0.00
EARNEST PARTNERS LLC	31 Dec, 2025	-129,622	-5.35%	$0.00
UBS Group AG	31 Dec, 2025	-45,523	-16.10%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	11,771	123.19%	$0.00
Royal Bank Of Canada	31 Dec, 2025	1,334,769	362.12%	$0.00
BARLOW WEALTH PARTNERS, LLC	31 Dec, 2025	1,254	0.62%	$0.00
State Street Corp	31 Dec, 2025	-11,708	-0.68%	$0.00
Qube Research & Technologies Ltd	31 Dec, 2025	-34,497	-16.54%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	84,757	6.35%	$0.00
Nuveen, LLC	31 Dec, 2025	3,327	2.88%	$0.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	-88,890	-6.48%	$0.00
Point72 Asset Management, L.P.	31 Dec, 2025	115,238	0.00%	$0.00
Bank Of Montreal /Can/	31 Dec, 2025	1,156,973	2,723.19%	$0.00
Walleye Capital LLC	31 Dec, 2025	110,924	2,626.04%	$0.00

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