Houlihan Lokey Inc (HLI) Ownership

179.36 ↑2.64 (1.49%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Houlihan Lokey Inc (HLI), owning a total of 5.7 million shares. Combined, the top 38 institutional holders of HLI own 67.16% of the company with a total of 47 million shares.

In the latest ownership report on June 30th 2025, the top 38 institutional holders increased their combined ownership of HLI by 313 thousand shares. 12 institutions bought 820,785 total additional shares and increased their ownership by an average of 9.36%. However 8 institutions sold 507,576 total shares and decreased their ownership by an average of 4.32%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Houlihan Lokey increased by a net total of 313,209 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	8.089%	1.203%	5,687,367	67,588	2025-06-30
Vanguard Group Inc	7.526%	-0.286%	5,291,432	-15,172	2025-06-30
Kayne Anderson Rudnick Investment Management LLC	4.277%	2.733%	3,006,952	79,993	2025-06-30
Earnest Partners LLC	3.516%	-6.661%	2,472,469	-176,439	2025-06-30
State Street Corp	2.441%	-1.120%	1,716,610	-19,440	2025-06-30
FMR Inc	2.316%	-3.289%	1,628,556	-55,378	2025-06-30
Wellington Management Company LLP	2.075%	4.592%	1,459,217	64,069	2025-06-30
Burgundy Asset Management Ltd	1.744%	3.038%	1,225,966	36,144	2025-06-30
BAMCO Inc	1.630%	0.172%	1,146,143	1,964	2025-06-30
T. Rowe Price Investment Management,Inc.	1.497%	-12.426%	1,052,247	-149,299	2025-06-30
Bank of America Corp	1.482%	4.145%	1,041,990	41,470	2025-06-30
Geode Capital Management, LLC	1.481%	2.071%	1,041,590	21,132	2025-06-30
Amvescap Plc.	1.204%	-7.573%	846,640	-69,372	2025-06-30
Capital Research Global Investors	1.136%	58.482%	798,836	294,781	2025-06-30
Capital Research & Mgmt Co - Division 3	1.136%	0.434%	798,358	3,447	2025-06-30
Fiduciary Management, Inc. of Milwaukee	1.069%	-0.479%	751,325	-3,616	2025-06-30
NORGES BANK	1.002%	7.232%	704,214	47,491	2025-06-30
SEI Investments Co	0.982%	14.270%	690,624	86,244	2025-06-30
Neuberger Berman Group LLC	0.970%	-2.692%	681,791	-18,860	2025-06-30
Morgan Stanley - Brokerage Accounts	0.886%	13.984%	623,260	76,462	2025-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	8.089%	1.203%	5,687,367	67,588	2025-06-30
Vanguard Group Inc	7.526%	-0.286%	5,291,432	-15,172	2025-06-30
Kayne Anderson Rudnick Investment Management LLC	4.277%	2.733%	3,006,952	79,993	2025-06-30
Earnest Partners LLC	3.516%	-6.661%	2,472,469	-176,439	2025-06-30
State Street Corp	2.441%	-1.120%	1,716,610	-19,440	2025-06-30
FMR Inc	2.316%	-3.289%	1,628,556	-55,378	2025-06-30
State Street Corporation	2.300%	5.753%	1,598,993	86,983	2024-03-31
Wellington Management Company LLP	2.075%	4.592%	1,459,217	64,069	2025-06-30
T. Rowe Price Associates, Inc.	2.010%	-1.303%	1,380,194	-18,223	2022-06-30
Burgundy Asset Management Ltd	1.744%	3.038%	1,225,966	36,144	2025-06-30
BAMCO Inc	1.630%	0.172%	1,146,143	1,964	2025-06-30
T. Rowe Price Investment Management,Inc.	1.497%	-12.426%	1,052,247	-149,299	2025-06-30
Bank of America Corp	1.482%	4.145%	1,041,990	41,470	2025-06-30
Geode Capital Management, LLC	1.481%	2.071%	1,041,590	21,132	2025-06-30
Millennium Management LLC	1.308%	2,659.510%	902,664	869,953	2023-06-30
First Trust Advisors L.P.	1.322%	-0.171%	900,005	-1,542	2022-12-31
Amvescap Plc.	1.204%	-7.573%	846,640	-69,372	2025-06-30
AllianceBernstein L.P.	1.208%	-48.205%	834,811	-776,940	2023-12-31
Dimensional Fund Advisors, Inc.	1.167%	-4.713%	801,876	-39,664	2022-12-31
Capital Research Global Investors	1.136%	58.482%	798,836	294,781	2025-06-30
Capital Research & Mgmt Co - Division 3	1.136%	0.434%	798,358	3,447	2025-06-30
Van Berkom and Associates Inc	1.154%	-7.978%	797,863	-69,173	2023-12-31
Fiduciary Management, Inc. of Milwaukee	1.069%	-0.479%	751,325	-3,616	2025-06-30
Goldman Sachs Group Inc	1.041%	92.299%	719,222	345,210	2023-12-31
NORGES BANK	1.002%	7.232%	704,214	47,491	2025-06-30
Eagle Asset Management, Inc.	0.988%	23.639%	693,109	132,516	2024-09-30
SEI Investments Co	0.982%	14.270%	690,624	86,244	2025-06-30
GAMMA Investing LLC	0.979%	39,574.900%	686,375	684,645	2025-03-31
Neuberger Berman Group LLC	0.970%	-2.692%	681,791	-18,860	2025-06-30
Wells Fargo & Co	0.974%	-4.529%	668,134	-31,697	2022-09-30
Citadel Advisors Llc	0.954%	516.418%	654,691	548,482	2022-09-30
Thrivent Financial For Lutherans	0.930%	-8.835%	648,736	-62,868	2024-12-31
ClearBridge Advisors, LLC	0.902%	-0.219%	633,966	-1,394	2025-03-31
Morgan Stanley - Brokerage Accounts	0.886%	13.984%	623,260	76,462	2025-06-30
Northern Trust Corp	0.889%	3.229%	620,324	19,406	2024-12-31
GW&K Investment Management, LLC	0.880%	5.817%	604,337	33,223	2022-06-30
Charles Schwab Investment Management Inc	0.851%	-0.695%	598,767	-4,189	2025-03-31
Ameriprise Financial Inc	0.846%	-22.971%	595,275	-177,514	2025-03-31

Mutual Fund Ownership

AF High Growth (AFRIS) is the biggest individual fund holder of Houlihan Lokey Inc (HLI), owning a total of 5 million shares. Combined, the top 45 mutual fund holders of HLI own 53.61% of the company with a total of 37.4 million shares.

In the latest ownership report on August 31st 2025, the top 45 fund holders increased their combined ownership of HLI by 4 thousand shares. 1 funds bought 3,860 total additional shares and increased their ownership by an average of 0.73%. However 1 funds sold 8,286 total shares and decreased their ownership by an average of 1.4%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Houlihan Lokey decreased by a net total of -4,426 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	2.490%	0.000%	1,750,873	0	2025-08-31
EARNEST Partners Smid Cap Core Founders	0.832%	-1.397%	584,704	-8,286	2025-08-31
Champlain Mid Cap Fund, LLC	0.756%	0.731%	531,870	3,860	2025-08-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
AF High Growth (AFRIS)	7.238%	0.000%	5,033,120	5,033,120	2024-02-29
Global Balanced (AFRIS)	3.321%	0.000%	2,308,929	2,308,929	2024-02-29
iShares Core S&P Mid-Cap ETF	2.490%	0.000%	1,750,873	0	2025-08-31
Vanguard Total Stock Mkt Idx Inv	2.403%	-2.540%	1,689,581	-44,040	2025-07-31
Vanguard US Total Market Shares ETF	2.391%	0.070%	1,676,855	1,177	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.275%	3.670%	1,569,544	55,567	2023-03-31
Vanguard Small Cap Index	1.857%	-0.665%	1,305,452	-8,733	2025-07-31
Capital Group AMCAP Composite	1.643%	32.094%	1,155,052	280,633	2025-06-30
American Funds AMCAP A	1.643%	32.094%	1,155,052	280,633	2025-06-30
iShares Russell 2000 ETF	1.636%	0.150%	1,113,145	1,663	2023-05-31
Vanguard Explorer Inv	1.313%	-1.996%	922,893	-18,800	2025-06-30
Virtus KAR Mid-Cap Core I	1.168%	-0.565%	821,337	-4,667	2025-06-30
EARNEST Small Cap Value	1.158%	65,546.200%	800,227	799,008	2023-12-31
First Trust Value Line® Dividend ETF	1.079%	0.000%	740,468	0	2023-02-28
Vanguard Small Cap Growth Index Inv	1.046%	-0.145%	735,715	-1,065	2025-07-31
Vanguard Extended Market Index Investor	1.015%	0.382%	703,346	2,678	2023-08-31
AF Global Equity (AFRIS)	0.950%	0.000%	660,282	660,282	2024-02-29
Van Berkom Sm-Cap Eq	0.913%	-54.013%	640,560	-752,362	2024-06-30
FMI Common Stock Investor	0.873%	0.826%	610,000	5,000	2024-12-31
EARNEST Partners Smid Cap Core Founders	0.832%	-1.397%	584,704	-8,286	2025-08-31
Eagle Mid-Cap Growth - Institutional	0.830%	19.414%	583,858	94,920	2025-06-30
Vanguard Institutional Extnd Mkt Idx Tr	0.821%	-30.287%	577,430	-250,860	2025-07-31
Champlain Mid Cap Fund, LLC	0.756%	0.731%	531,870	3,860	2025-08-31
T. Rowe Price Small-Cap Value	0.725%	-5.555%	509,779	-29,983	2025-06-30
Baron Opp. Small Cap Growth Strategy	0.711%	0.000%	500,000	0	2025-06-30
Baron Small Cap Retail	0.711%	0.000%	500,000	0	2025-06-30
Carillon Eagle Mid Cap Growth A	0.669%	18.726%	470,508	74,209	2025-06-30
Harbor Small Cap Value Instl	0.653%	-16.748%	458,760	-92,287	2025-06-30
Vanguard Small Cap Value Index Inv	0.656%	-0.325%	455,026	-1,482	2023-08-31
Virtus KAR Small-Cap Value I	0.654%	-1.026%	453,515	-4,700	2023-03-31
Baron Growth Retail	0.640%	0.000%	450,000	0	2025-06-30
Baron Small Cap Growth Strategy	0.640%	0.000%	450,000	0	2025-06-30
Fidelity® Small Cap Index	0.642%	1.692%	444,976	7,405	2023-05-31
AB Low Volatility Eq S1 USD	0.641%	0.000%	444,356	0	2023-08-31
Franklin Small Cap Growth Adv	0.631%	0.000%	435,600	0	2023-09-30
Franklin US Small Cap Growth Equity	0.630%	0.000%	435,600	0	2023-09-30
Invesco S&P MidCap Quality ETF	0.619%	-0.136%	433,824	-592	2025-03-31
Neuberger Berman Genesis Inv	0.615%	-3.688%	432,319	-16,555	2025-06-30
Fidelity Series Small Cap Opps	0.624%	-1.101%	431,079	-4,800	2023-12-31
Fidelity® Series Small Cap Opps	0.609%	0.000%	421,079	0	2023-10-31
ClearBridge Mid Cap A	0.599%	0.000%	414,000	0	2023-09-30
SPDR® S&P MIDCAP 400 ETF Trust	0.586%	-2.442%	412,033	-10,312	2025-07-31
AB Small Cap Growth A	0.589%	-1.522%	407,085	-6,293	2023-12-31
Thrivent Small Cap Stock A	0.564%	0.000%	389,663	0	2023-12-31
T. Rowe Price U.S. SC Value Eq Tr-Z	0.556%	1.173%	386,167	4,478	2024-09-30