Houlihan Lokey, Inc. (HLI) Ownership
HLI ownership summary
as of October 18, 2026- Institutions
- 105.6% of shares outstanding
- Insiders
- 0.20% of shares outstanding
- Shares outstanding
- 54.2M
- Float
- 54.0M shares available to trade
- Short interest
- 4.44% 2.4M shares short
- Days to cover
- 2.76 short interest down 5.2% vs prior month
- Institutions 105.63%
- Insiders 0.20%
HLI top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 7.50% | 5.2M | $678.9M | −40,394 (−0.8%) | June 30, 2026 |
| 2 | Vanguard Portfolio Management, LLC | 3.97% | 2.8M | $359.4M | −4,295 (−0.2%) | June 30, 2026 |
| 3 | Vanguard Capital Management, LLC | 3.49% | 2.4M | $316.1M | +20,392 (+0.8%) | June 30, 2026 |
| 4 | Kayne Anderson Rudnick Investment Management LLC | 3.47% | 2.4M | $314.4M | −215,527 (−8.2%) | June 30, 2026 |
| 5 | Earnest Partners LLC | 3.11% | 2.2M | $281.5M | −56,264 (−2.5%) | June 30, 2026 |
| 6 | Royal Bank of Canada | 2.85% | 2.0M | $258.1M | +240,601 (+13.7%) | June 30, 2026 |
| 7 | State Street Corp | 2.50% | 1.7M | $226.6M | +55,776 (+3.3%) | June 30, 2026 |
| 8 | Morgan Stanley - Brokerage Accounts | 2.42% | 1.7M | $219.0M | +98,236 (+6.2%) | June 30, 2026 |
| 9 | Geode Capital Management, LLC | 1.98% | 1.4M | $179.3M | +32,703 (+2.4%) | June 30, 2026 |
| 10 | Bank of Montreal | 1.86% | 1.3M | $168.5M | +151,088 (+13.1%) | June 30, 2026 |
| 11 | BMO Capital Markets Corp. | 1.86% | 1.3M | $168.5M | +151,088 (+13.1%) | June 30, 2026 |
| 12 | Citadel Advisors Llc | 1.76% | 1.2M | $159.0M | +739,389 (+151.5%) | June 30, 2026 |
| 13 | Mayflower Financial Advisors, LLC | 1.61% | 1.1M | $145.4M | — | June 30, 2026 |
| 14 | Neuberger Berman Group LLC | 1.42% | 993K | $128.6M | +381,844 (+62.5%) | June 30, 2026 |
| 15 | Fiduciary Management, Inc. of Milwaukee | 1.34% | 938K | $121.6M | +134,839 (+16.8%) | June 30, 2026 |
| 16 | Wellington Management Company LLP | 1.33% | 930K | $120.5M | −431,650 (−31.7%) | June 30, 2026 |
| 17 | Bank of America Corp | 1.27% | 891K | $115.4M | −60,256 (−6.3%) | June 30, 2026 |
| 18 | BAMCO Inc | 1.24% | 870K | $112.6M | −191,859 (−18.1%) | June 30, 2026 |
| 19 | The Goldman Sachs Group Inc | 1.18% | 825K | $106.9M | +201,690 (+32.3%) | June 30, 2026 |
| 20 | Qube Research & Technologies | 1.01% | 705K | $91.4M | +450,323 (+176.5%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 12 holders added 2.7M shares and 7 cut 1.0M.
HLI top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 2.76% | 1.9M | $250.1M | −684 (−0.0%) | September 30, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 2.47% | 1.7M | $223.3M | −1,749 (−0.1%) | August 31, 2026 |
| 3 | Vanguard Small Cap Index | 1.79% | 1.2M | $161.8M | +1,135 (+0.1%) | August 31, 2026 |
| 4 | American Funds SMALLCAP World A | 1.30% | 908K | $117.6M | +794,984 (+703.8%) | June 30, 2026 |
| 5 | Vanguard Explorer Inv | 1.23% | 857K | $111.1M | −121,072 (−12.4%) | June 30, 2026 |
| 6 | Eaton Vance Atlanta Capital SMID-Cap I | 1.22% | 855K | $110.8M | +56,331 (+7.0%) | August 31, 2026 |
| 7 | Vanguard MStar Small Cap Growth Indx Inv | 1.03% | 717K | $92.9M | −6,919 (−1.0%) | August 31, 2026 |
| 8 | Neuberger Genesis Inv | 0.80% | 556K | $72.0M | +192,645 (+53.0%) | June 30, 2026 |
| 9 | Virtus KAR Mid-Cap Core I | 0.74% | 515K | $66.8M | −92,816 (−15.3%) | June 30, 2026 |
| 10 | FMI Common Stock Investor | 0.66% | 460K | $59.6M | +80,000 (+21.1%) | June 30, 2026 |
| 11 | Baron Small Cap Retail | 0.64% | 450K | $58.3M | — | September 30, 2026 |
| 12 | Invesco S&P MidCap Quality ETF | 0.58% | 408K | $52.9M | +425 (+0.1%) | September 30, 2026 |
| 13 | RBC Global Equity Focus Fund F | 0.58% | 404K | $52.3M | −2,800 (−0.7%) | June 30, 2026 |
| 14 | State Street® SPDR® S&P MIDCAP 400® ETF | 0.57% | 397K | $51.4M | −4,468 (−1.1%) | August 31, 2026 |
| 15 | Column Mid Cap Select | 0.54% | 374K | $48.5M | +23,027 (+6.6%) | June 30, 2026 |
| 16 | Harbor Small Cap Value Instl | 0.51% | 355K | $46.0M | −14,320 (−3.9%) | June 30, 2026 |
| 17 | RBC Global Dividend Growth Fund A | 0.51% | 353K | $45.7M | — | June 30, 2026 |
| 18 | Strategic Advisers U.S. Total Stock | 0.47% | 329K | $42.7M | +63,052 (+23.7%) | August 31, 2026 |
| 19 | Vanguard Dividend Appreciation ETF | 0.44% | 307K | $39.8M | +155 (+0.1%) | August 31, 2026 |
| 20 | State Street SPDR Port S&P 400 Md CpETF | 0.41% | 287K | $37.1M | −400 (−0.1%) | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
HLI insider transactions
latest 13| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-01 | Christopher M Crain | Sell | $143.40 | 500 | $71,700 |
| 2026-03-03 | Gilbert Ray Cisneros, Jr. | Buy | $162.16 | — | — |
| 2026-02-13 | Michael T. McCaul | Buy | $165.85 | — | — |
| 2026-02-06 | Robert A Schriesheim | Sell | $170.86 | 5,000 | $854,300 |
| 2026-01-02 | Christopher M Crain | Sell | $174.17 | 500 | $87,085 |
| 2025-09-16 | Irwin Gold | Sell | $202.75 | 6,811 | $1.4M |
| 2025-09-02 | Christopher M Crain | Sell | $196.22 | 500 | $98,110 |
| 2025-08-27 | Paul Eric Siegert | Sell | $199.95 | 40,000 | $8.0M |
| 2025-08-21 | Michael T. McCaul | Sell | $192.10 | — | — |
| 2025-06-30 | Irwin Gold | Sell | $182.81 | 5,000 | $914,050 |
| 2025-06-04 | Kelly Morrison | Sell | $174.32 | — | — |
| 2025-06-02 | Christopher M. Crain | Sell | $173.02 | 500 | $86,510 |
| 2025-05-19 | Scott L. Beiser | Sell | $178.71 | 8,008 | $1.4M |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
HLI shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns HLI
Institutional investors own 105.6% of Houlihan Lokey's shares and insiders 0.20%. The largest holder is BlackRock Inc with 7.50% of the shares (5.2M), as of June 30, 2026. Among the top 20 institutions, 12 added shares and 7 reduced their stake in the latest filings. Short interest is 4.44% of the float, or 2.76 days of average trading volume. The share count rose 13.2% since 2014.
Related: HLI analyst forecast, HLI key metrics, HLI dividend history. See the HLI stock overview for the latest quote and news.
HLI ownership FAQ
Who owns the most Houlihan Lokey stock?
The largest shareholders of Houlihan Lokey are BlackRock Inc (7.50%), Vanguard Portfolio Management, LLC (3.97%), Vanguard Capital Management, LLC (3.49%), Kayne Anderson Rudnick Investment Management LLC (3.47%), Earnest Partners LLC (3.11%).
What percentage of Houlihan Lokey is owned by institutions?
Institutions hold 105.6% of Houlihan Lokey's shares outstanding; insiders hold 0.20%.
Which funds own Houlihan Lokey?
The largest fund holders of Houlihan Lokey are iShares Core S&P Mid-Cap ETF (2.76%), Vanguard MStar Total Stk Mkt Idx Invest (2.47%), Vanguard Small Cap Index (1.79%), American Funds SMALLCAP World A (1.30%), Vanguard Explorer Inv (1.23%).
What is Houlihan Lokey's short interest?
2.4M shares of Houlihan Lokey were sold short, 4.44% of the float; at the average daily volume it would take 2.76 days to cover.
Are insiders buying or selling Houlihan Lokey?
Of the latest 13 reported insider transactions in Houlihan Lokey (since May 19, 2025), 2 were purchases and 11 were sales.
How many shares of Houlihan Lokey are outstanding?
Houlihan Lokey has 54.2M shares outstanding, of which 54.0M are in the public float.