Houlihan Lokey, Inc. (HLI) Institutional Ownership

Ownership Summary

Houlihan Lokey, Inc. (NYSE:HLI) has 560 institutional investors that have filed 13F reports for the period ending December 2025.

• These investors held 79.0% of outstanding shares in December 2025, down from 80.7% in September 2025.
• They increased total shares held in Houlihan Lokey by 2.82% from the prior quarter, while the number of investors in HLI increased 12.45% year over year.
• Of these 560 holders, 268 added to their stakes in Houlihan Lokey, 218 trimmed positions, and 74 made no changes.
• The aggregate institutional position in Houlihan Lokey amounted to 54.09Mn shares as of December 2025, up by 1.48Mn shares quarter on quarter, and down 5.4Mn shares year over year.
• BlackRock, Inc. leads ownership in HLI with 5.28Mn shares as of December 31, 2025, equal to 7.72% of outstanding shares.
• Leading buyers of Houlihan Lokey shares for the quarter ending December 2025 were VANGUARD PORTFOLIO MANAGEMENT LLC (2.78Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.42Mn), Morgan Stanley (1.04Mn), Van Berkom & Associates Inc. (434.58K), CITADEL ADVISORS LLC (421.07K).
• Leading sellers of Houlihan Lokey shares for the quarter ending December 2025 were T. Rowe Price Investment Management, Inc. (659.98K), Goldman Sachs Group Inc (466.01K), FIRST TRUST ADVISORS LP (375.44K), THRIVENT FINANCIAL FOR LUTHERANS (359.09K), Invesco Ltd. (286.19K).
• Houlihan Lokey's 10 largest shareholders as of December 2025 include BlackRock, Inc. (5.28Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (2.78Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (2.64Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.42Mn), EARNEST PARTNERS LLC (2.23Mn), Royal Bank Of Canada (1.75Mn), State Street Corp (1.69Mn), Morgan Stanley (1.59Mn), WELLINGTON MANAGEMENT GROUP LLP (1.36Mn), GEODE CAPITAL MANAGEMENT, LLC (1.35Mn) per Business Quant data.