| 0.01% |
| 4 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.4M | $325.5M | -8.2% | 3.472% | 1.01% |
| 5 | EARNEST PARTNERS LLC | 2.2M | $291.4M | -2.5% | 3.109% | 1.05% |
| 6 | ROYAL BANK OF CANADA | 2.0M | $267.2M | +13.7% | 2.850% | 0.04% |
| 7 | STATE STREET CORP | 1.7M | $234.7M | +3.3% | 2.503% | 0.00% |
| 8 | MORGAN STANLEY | 1.7M | $226.7M | +6.2% | 2.419% | 0.01% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $185.7M | +2.4% | 1.980% | 0.01% |
| 10 | BANK OF MONTREAL /CAN/ | 1.3M | $174.5M | +13.1% | 1.861% | 0.06% |
| 11 | CITADEL ADVISORS LLC | 1.2M | $165.7M | +148.1% | 1.768% | 0.01% |
| 12 | Neuberger Berman Group LLC | 993K | $133.2M | +62.5% | 1.421% | 0.04% |
| 13 | FIDUCIARY MANAGEMENT INC /WI/ | 938K | $125.9M | +16.8% | 1.343% | 1.79% |
| 14 | WELLINGTON MANAGEMENT GROUP LLP | 930K | $124.7M | -31.7% | 1.330% | 0.02% |
| 15 | BANK OF AMERICA CORP /DE/ | 891K | $119.5M | -6.3% | 1.274% | 0.01% |
| 16 | BAMCO INC /NY/ | 870K | $116.6M | -18.1% | 1.244% | 0.18% |
| 17 | GOLDMAN SACHS GROUP INC | 825K | $110.7M | +32.3% | 1.181% | 0.01% |
| 18 | Qube Research & Technologies Ltd | 705K | $94.6M | +176.5% | 1.010% | 0.09% |
| 19 | DIMENSIONAL FUND ADVISORS LP | 693K | $92.9M | +12.4% | 0.992% | 0.02% |
| 20 | FMR LLC | 691K | $92.7M | -19.3% | 0.988% | 0.00% |
| 21 | NORGES BANK | 656K | $88.1M | — | 0.939% | 0.01% |
| 22 | SEI INVESTMENTS CO | 654K | $87.7M | -5.1% | 0.936% | 0.08% |
| 23 | Clearbridge Investments, LLC | 635K | $85.2M | +1.6% | 0.909% | 0.07% |
| 24 | LPL Financial LLC | 620K | $83.2M | +665.5% | 0.888% | 0.02% |
| 25 | Invesco Ltd. | 561K | $75.3M | +18.2% | 0.803% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in HLI — a direct measure of their conviction.
| 74.01% |
| 0.81 pp |
| $7.77B |
| 13% |
| Q4 2024 | 497 | +13% | 74.82% | +1.68 pp | $8.89B | +16% |
| Q3 2024 | 441 | — | 73.14% | — | $7.68B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
HLI institutional ownership rose by 2.65 percentage points quarter-over-quarter, with a net change of -21 holders.
The top 10 institutions account for 43.7% of all reported 13F value in HLI, and the top 25 account for 66.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Houlihan Lokey, Inc. (HLI) Institutional Ownership