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Bamco Inc. NY Reduces Stake in Houlihan Lokey, Inc.
Investment firm cuts holdings in financial services provider by 1.4% in Q3
Mar. 15, 2026 at 8:34am
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Bamco Inc. NY, an investment management firm, reduced its holdings in shares of Houlihan Lokey, Inc. (NYSE:HLI) by 1.4% during the third quarter, according to a recent 13F filing with the Securities and Exchange Commission (SEC). The firm now owns 1,130,190 shares of the financial services provider's stock, valued at $232,051,000, representing approximately 1.61% ownership of the company.
Why it matters
Houlihan Lokey is a prominent global investment bank and financial services firm, providing advisory services across a range of transactions and financial matters. Changes in ownership stakes by major institutional investors like Bamco can signal shifts in market sentiment and outlook for the company.
The details
According to the 13F filing, Bamco sold 15,953 shares of Houlihan Lokey during the third quarter, reducing its total position to 1,130,190 shares. The firm cited portfolio rebalancing as the reason for the sale. Houlihan Lokey's stock has seen volatility in recent months, with shares trading between $137.99 and $211.78 over the past 52 weeks.
- Bamco filed its 13F for the third quarter on 2026-03-15.
- The reported transactions occurred during the third quarter of 2025.
The players
Bamco Inc. NY
An investment management firm that owns a 1.61% stake in Houlihan Lokey, Inc.
Houlihan Lokey, Inc.
A global investment bank and financial services firm that provides advisory services across a range of transactions and financial matters.
The takeaway
The reduction in Bamco's stake in Houlihan Lokey suggests the investment firm may have a more cautious outlook on the financial services provider's near-term prospects, though the firm remains a significant shareholder. This change in ownership could signal broader market sentiment shifts around Houlihan Lokey's business and valuation.
