Houlihan Lokey, Inc. (HLI) Institutional Ownership

Ownership Summary

The institutional landscape for Houlihan Lokey, Inc. (NYSE:HLI) includes 545 filers as of the latest reporting cycle ending September 2025.

• The percentage of Houlihan Lokey owned by institutions changed from 78.8% in June 2025 to 76.9% in September 2025, marking a slight down trend.
• Quarterly data indicates a 0.47% shift in institutional share volume, and the annual owner count reflects an increase of 21.38%.
• The latest 13F cycle for Houlihan Lokey reveals that of 545 total investors, 243 funds grew their exposure, whereas 219 reduced theirs and 83 made no changes.
• The aggregate institutional position in Houlihan Lokey now stands at 54.08Mn shares as of September 2025, after investors increased their holdings (up by 255.25K shares quarter on quarter which is up 1.33Mn shares year over year).
• BlackRock, Inc.'s holding of 5.51Mn shares as of September 30, 2025 makes it the primary institutional investor in Houlihan Lokey, owning 7.84% of the stock.
• Among the most significant buyers of Houlihan Lokey during September 2025 were Mayflower Financial Advisors, LLC (1.12Mn), THRIVENT FINANCIAL FOR LUTHERANS (307.21K), GEODE CAPITAL MANAGEMENT, LLC (292.20K), PRICE T ROWE ASSOCIATES INC /MD/ (291.44K), ROYAL BANK OF CANADA (193.50K).
• Leading sellers of Houlihan Lokey stock in September 2025 included AMERIPRISE FINANCIAL INC (385.08K), JACOBS LEVY EQUITY MANAGEMENT, INC (319.37K), T. Rowe Price Investment Management, Inc. (249.10K), Capital International Investors (227.45K), FMR LLC (193.62K).
• The top 10 institutional holders of Houlihan Lokey for the quarter ending September 2025 included BlackRock, Inc. (5.51Mn), VANGUARD GROUP INC (5.31Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (2.92Mn), EARNEST PARTNERS LLC (2.42Mn), STATE STREET CORP (1.72Mn), FMR LLC (1.43Mn), WELLINGTON MANAGEMENT GROUP LLP (1.37Mn), GEODE CAPITAL MANAGEMENT, LLC (1.33Mn), Burgundy Asset Management Ltd. (1.22Mn), BAMCO INC /NY/ (1.13Mn).