Grantham Mayo Van Otterloo & Co. LLC Trims Stake in Houlihan Lokey

Institutional investor reduces holdings in financial services provider by nearly 30%

Published on Mar. 8, 2026

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Grantham Mayo Van Otterloo & Co. LLC, an institutional investor, has trimmed its holdings in shares of Houlihan Lokey, Inc. (NYSE:HLI) by 29.9% in the third quarter, according to a recent SEC filing. The firm now owns 168,550 shares of the financial services provider's stock, down from 240,486 shares previously.

Why it matters

Houlihan Lokey is a prominent financial services firm that provides advisory services for mergers and acquisitions, capital markets, financial restructuring, and valuation. Institutional investors closely monitor their holdings in the company, as changes in ownership can signal shifts in market sentiment or strategic direction.

The details

According to the SEC filing, Grantham Mayo Van Otterloo & Co. LLC sold 71,936 shares of Houlihan Lokey during the third quarter, reducing its stake in the company to 0.24% of the outstanding shares. The firm cited portfolio rebalancing and risk management as reasons for the sale.

  • The transaction occurred in the third quarter of the company's fiscal year.

The players

Grantham Mayo Van Otterloo & Co. LLC

An institutional investment management firm that has been a significant shareholder in Houlihan Lokey.

Houlihan Lokey, Inc.

A global investment bank and financial services firm that provides advisory services across a range of transaction types and financial matters.

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The takeaway

The reduction in Grantham Mayo Van Otterloo & Co. LLC's stake in Houlihan Lokey is a relatively small change in the overall ownership structure, but it may signal a shift in the institutional investor's outlook on the financial services firm's prospects or a broader portfolio rebalancing strategy.