Houlihan Lokey, Inc. (HLI) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

68,678,221Shares Outstanding

377,375Shares held by institutions

$62,466,884Value of institutional holdings

75.41%Institutional ownership %

4.56%Shares Changed QoQ

535No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Houlihan Lokey, Inc. (NYSE:HLI) currently has 535 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

Institutional ownership in Houlihan Lokey edged down to 75.4% in December 2025, compared to 78.9% in September 2025.
In percentage terms, this reflects as a holdings change of 4.56% quarter on quarter, and an increase of 7.21% year over year.
A review of institutional activity for Houlihan Lokey shows 258 of 535 filers increasing their positions, while 206 reduced their stake, and 71 remained unchanged.
This class of investors increased its holdings in Houlihan Lokey to 51.79Mn shares for the 13F-cycle ending December 2025, up by 2.26Mn shares quarter on quarter, and down 1.64Mn shares year over year.
VANGUARD GROUP INC's holding of 5.26Mn shares as of December 31, 2025 makes it the primary institutional investor in Houlihan Lokey, owning 7.65% of the stock.
Among the most significant buyers of Houlihan Lokey during 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).
Leading sellers of Houlihan Lokey stock in December 2025 included T. Rowe Price Investment Management, Inc. (536.57K), FMR LLC (309.48K), BlackRock, Inc. (269.39K), Capital International Investors (257.67K), BNP PARIBAS FINANCIAL MARKETS (162.54K).
The top 10 institutional holders of Houlihan Lokey for the quarter ending December 2025 included 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 (1.70Mn), STATE STREET CORP (1.70Mn), GEODE CAPITAL MANAGEMENT, LLC (1.42Mn), WELLINGTON MANAGEMENT GROUP LLP (1.28Mn), BANK OF MONTREAL /CAN/ (1.20Mn), FMR LLC (1.13Mn).

535 Institutional Holders

377,375 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	5,256,736	-48,446	-0.91%	$915,670,844.00
BlackRock, Inc.	31 Dec, 2025	5,241,321	-269,388	-4.89%	$912,985,681.00
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	31 Dec, 2025	2,772,807	-149,067	-5.10%	$482,995,398.00
EARNEST PARTNERS LLC	31 Dec, 2025	2,291,511	-129,622	-5.35%	$399,158,302.00
ROYAL BANK OF CANADA	31 Dec, 2025	1,703,369	1,334,769	362.12%	$296,706,000.00
STATE STREET CORP	31 Dec, 2025	1,703,295	-11,708	-0.68%	$296,696,956.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,418,549	84,757	6.35%	$247,133,049.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	1,283,813	-88,890	-6.48%	$223,627,386.00
BANK OF MONTREAL /CAN/	31 Dec, 2025	1,199,459	1,156,973	2,723.19%	$208,933,764.00
FMR LLC	31 Dec, 2025	1,125,462	-309,477	-21.57%	$196,044,226.00
BAMCO INC /NY/	31 Dec, 2025	1,123,951	-6,239	-0.55%	$195,781,025.00
Mayflower Financial Advisors, LLC	31 Dec, 2025	1,122,132	300	0.03%	$1,207,341.00
Capital Research Global Investors	31 Dec, 2025	962,263	5,822	0.61%	$167,616,592.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	953,840	-46,340	-4.63%	$166,149,363.00
THRIVENT FINANCIAL FOR LUTHERANS	31 Dec, 2025	708,847	-4,647	-0.65%	$123,474.00
FIDUCIARY MANAGEMENT INC /WI/	31 Dec, 2025	697,293	-50,539	-6.76%	$121,461,468.00
SEI INVESTMENTS CO	31 Dec, 2025	688,906	-29,046	-4.05%	$120,000,494.00
NORGES BANK	31 Dec, 2025	662,940	662,940	0.00%	$115,477,519.00
Neuberger Berman Group LLC	31 Dec, 2025	628,778	-36,958	-5.55%	$109,526,855.00
JENNISON ASSOCIATES LLC	31 Dec, 2025	587,767	-1,326	-0.23%	$102,383,198.00

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