Houlihan Lokey Inc (HLI) Ownership

186.95 ↑1.94 (1.05%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Houlihan Lokey Inc (HLI), owning a total of 5.2 million shares. Combined, the top 33 institutional holders of HLI own 67.28% of the company with a total of 46.7 million shares.

In the latest ownership report on June 30th 2024, the top 33 institutional holders decreased their combined ownership of HLI by 365 thousand shares. 12 institutions bought 536,113 total additional shares and increased their ownership by an average of 4.04%. However 9 institutions sold 901,033 total shares and decreased their ownership by an average of 7.47%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Houlihan Lokey decreased by a net total of -364,920 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc7.416%0.958%5,153,02248,8792024-06-30
BlackRock Inc7.192%0.408%4,997,48120,3242024-06-30
Earnest Partners LLC4.711%1.940%3,273,81862,3142024-06-30
Kayne Anderson Rudnick Investment Management LLC4.444%1.251%3,087,89838,1552024-06-30
Wellington Management Company LLP2.857%-1.434%1,985,416-28,8792024-06-30
FMR Inc2.470%1.793%1,716,41430,2372024-06-30
State Street Corp2.295%-0.290%1,594,361-4,6322024-06-30
T. Rowe Price Investment Management,Inc.2.059%8.072%1,431,037106,8822024-06-30
BAMCO Inc1.861%-0.375%1,293,279-4,8612024-06-30
Fiduciary Management, Inc. of Milwaukee1.750%0.949%1,216,17911,4382024-06-30
Burgundy Asset Management Ltd1.721%-20.271%1,195,950-304,0662024-06-30
Morgan Stanley - Brokerage Accounts1.621%-24.156%1,126,130-358,6702024-06-30
Bank of America Corp1.580%0.340%1,097,6043,7202024-06-30
Thrivent Financial For Lutherans1.431%-1.404%993,975-14,1492024-06-30
Geode Capital Management, LLC1.359%4.026%943,99536,5312024-06-30
Neuberger Berman Group LLC1.339%-7.259%930,462-72,8242024-06-30
Ameriprise Financial Inc1.258%-3.571%873,851-32,3652024-06-30
ClearBridge Advisors, LLC1.246%-8.515%865,798-80,5872024-06-30
Capital Research & Mgmt Co - Division 31.141%0.061%792,8294802024-06-30
SEI Investments Co1.117%6.183%776,33545,2052024-06-30
NORGES BANK1.032%22.530%717,594131,9482024-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc7.416%0.958%5,153,02248,8792024-06-30
BlackRock Inc7.192%0.408%4,997,48120,3242024-06-30
Earnest Partners LLC4.711%1.940%3,273,81862,3142024-06-30
Kayne Anderson Rudnick Investment Management LLC4.444%1.251%3,087,89838,1552024-06-30
Wellington Management Company LLP2.857%-1.434%1,985,416-28,8792024-06-30
FMR Inc2.470%1.793%1,716,41430,2372024-06-30
State Street Corporation2.300%5.753%1,598,99386,9832024-03-31
State Street Corp2.295%-0.290%1,594,361-4,6322024-06-30
T. Rowe Price Investment Management,Inc.2.059%8.072%1,431,037106,8822024-06-30
T. Rowe Price Associates, Inc.2.010%-1.303%1,380,194-18,2232022-06-30
BAMCO Inc1.861%-0.375%1,293,279-4,8612024-06-30
Fiduciary Management, Inc. of Milwaukee1.750%0.949%1,216,17911,4382024-06-30
Burgundy Asset Management Ltd1.721%-20.271%1,195,950-304,0662024-06-30
Morgan Stanley - Brokerage Accounts1.621%-24.156%1,126,130-358,6702024-06-30
Bank of America Corp1.580%0.340%1,097,6043,7202024-06-30
Thrivent Financial For Lutherans1.431%-1.404%993,975-14,1492024-06-30
Geode Capital Management, LLC1.359%4.026%943,99536,5312024-06-30
Neuberger Berman Group LLC1.339%-7.259%930,462-72,8242024-06-30
Millennium Management LLC1.308%2,659.510%902,664869,9532023-06-30
First Trust Advisors L.P.1.322%-0.171%900,005-1,5422022-12-31
Ameriprise Financial Inc1.258%-3.571%873,851-32,3652024-06-30
ClearBridge Advisors, LLC1.246%-8.515%865,798-80,5872024-06-30
AllianceBernstein L.P.1.208%-48.205%834,811-776,9402023-12-31
Dimensional Fund Advisors, Inc.1.167%-4.713%801,876-39,6642022-12-31
Van Berkom and Associates Inc1.154%-7.978%797,863-69,1732023-12-31
Capital Research & Mgmt Co - Division 31.141%0.061%792,8294802024-06-30
SEI Investments Co1.117%6.183%776,33545,2052024-06-30
Northern Trust Corp1.063%2.248%737,23016,2072023-03-31
Goldman Sachs Group Inc1.041%92.299%719,222345,2102023-12-31
NORGES BANK1.032%22.530%717,594131,9482024-06-30
Wells Fargo & Co0.974%-4.529%668,134-31,6972022-09-30
Citadel Advisors Llc0.954%516.418%654,691548,4822022-09-30
GW&K Investment Management, LLC0.880%5.817%604,33733,2232022-06-30

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 39 mutual fund holders of HLI own 47.42% of the company with a total of 32.9 million shares.

In the latest ownership report on October 31st 2024, the top 39 fund holders increased their combined ownership of HLI by 3 thousand shares. 1 funds bought 912 total additional shares and increased their ownership by an average of 0.05%. However 1 funds sold 3,777 total shares and decreased their ownership by an average of 0.51%.

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 -2,865 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Mid-Cap ETF2.407%0.055%1,672,5819122024-10-31
EARNEST Partners Smid Cap Core Founders1.058%-0.511%735,037-3,7772024-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
AF High Growth (AFRIS)7.238%0.000%5,033,1205,033,1202024-02-29
Global Balanced (AFRIS)3.321%0.000%2,308,9292,308,9292024-02-29
Vanguard Total Stock Mkt Idx Inv2.413%0.070%1,676,8551,1772024-09-30
iShares Core S&P Mid-Cap ETF2.407%0.055%1,672,5819122024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.275%3.670%1,569,54455,5672023-03-31
Vanguard Small Cap Index1.914%0.059%1,329,9307832024-09-30
Vanguard Explorer Inv1.654%0.000%1,149,15802024-09-30
iShares Russell 2000 ETF1.636%0.150%1,113,1451,6632023-05-31
Virtus KAR Mid-Cap Core I1.184%4.724%822,63137,1072024-06-30
EARNEST Small Cap Value1.158%65,546.200%800,227799,0082023-12-31
Vanguard Institutional Extnd Mkt Idx Tr1.146%-0.583%796,222-4,6692024-09-30
First Trust Value Line® Dividend ETF1.079%0.000%740,46802023-02-28
EARNEST Partners Smid Cap Core Founders1.058%-0.511%735,037-3,7772024-10-31
Vanguard Small Cap Growth Index Inv1.055%-0.245%733,343-1,7992024-09-30
T. Rowe Price Small-Cap Value1.030%-1.842%715,841-13,4332024-09-30
Vanguard Extended Market Index Investor1.015%0.382%703,3462,6782023-08-31
AF Global Equity (AFRIS)0.950%0.000%660,282660,2822024-02-29
Van Berkom Sm-Cap Eq0.922%-54.013%640,560-752,3622024-06-30
Neuberger Berman Genesis Inv0.872%-0.475%605,719-2,8922024-09-30
FMI Common Stock Investor0.871%4.310%605,00025,0002024-06-30
Harbor Small Cap Value Instl0.811%-6.756%563,426-40,8202024-09-30
Baron Opp. Small Cap Growth Strategy0.720%-20.000%500,000-125,0002024-09-30
Baron Small Cap Retail0.720%-20.000%500,000-125,0002024-09-30
Eagle Mid-Cap Growth - Institutional0.669%6.965%464,57430,2512024-09-30
Vanguard Small Cap Value Index Inv0.656%-0.325%455,026-1,4822023-08-31
Virtus KAR Small-Cap Value I0.654%-1.026%453,515-4,7002023-03-31
Baron Small Cap Growth Strategy0.648%0.000%450,00002024-09-30
Baron Growth Retail0.648%0.000%450,00002024-09-30
Fidelity® Small Cap Index0.642%1.692%444,9767,4052023-05-31
AB Low Volatility Eq S1 USD0.641%0.000%444,35602023-08-31
Franklin Small Cap Growth Adv0.631%0.000%435,60002023-09-30
Franklin US Small Cap Growth Equity0.630%0.000%435,60002023-09-30
Fidelity Series Small Cap Opps0.624%-1.101%431,079-4,8002023-12-31
SPDR® S&P MIDCAP 400 ETF Trust0.610%1.477%423,9586,1692024-09-30
Fidelity® Series Small Cap Opps0.609%0.000%421,07902023-10-31
ClearBridge Mid Cap A0.599%0.000%414,00002023-09-30
AB Small Cap Growth A0.589%-1.522%407,085-6,2932023-12-31
Thrivent Small Cap Stock A0.564%0.000%389,66302023-12-31
Capital Group AMCAP Composite0.561%-0.092%386,938-3562023-09-30

Discussions

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kobe_fighter9/21/24 12:00am

$HLI check out the one month chart.

Perfect bull flag.

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iburnmoney7/26/24 08:43am

$HLI day trade is ok to buy here but sell later

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iburnmoney12/21/23 08:32am

$HLI the trend is your friend
until the end.

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rikishiiiii10/17/23 01:02am

$HLI I already know
tomorrow the bulls going to say "next week" just like every week.

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