Houlihan LokeyHLI
13F holders, Q1 2024 (March 31)399holders
5famous investors
$128.15avg. 13F price*
At the end of Q1 2024, 399 institutions reported holding Houlihan Lokey Inc. (HLI) in their 13F filings. The largest holders were Vanguard Group Inc. ($654.3M), BlackRock Inc. ($638.0M) and Earnest Partners LLC ($411.7M). 5 famous investors held it, including Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio), Jeremy Grantham (0.1% of GMO's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Houlihan Lokey Inc.
- CUSIP
- 441593100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $40.5M |
| Exits | 42 | $59.1M |
Ownership 399 holders
| Vanguard Group Inc. | 0.01% | Add +0.6% | 5,104,143 | $654.3M |
| BlackRock Inc. | 0.01% | Reduce -6.3% | 4,977,157 | $638.0M |
| Earnest Partners LLC | 1.88% | Reduce -0.6% | 3,211,504 | $411.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.91% | Add +9.5% | 3,049,743 | $390.9M |
| Wellington Management Group LLP | 0.05% | Reduce -9.3% | 2,014,295 | $258.2M |
| FMR LLC | 0.01% | Reduce -5.9% | 1,686,177 | $216.2M |
| State Street Corp. | 0.01% | Add +5.8% | 1,598,993 | $205.0M |
| Burgundy Asset Management Ltd. | 1.98% | Reduce -12.5% | 1,500,016 | $192.3M |
| T. Rowe Price Investment Management, Inc. | 0.10% | Reduce -1.7% | 1,324,155 | $169.7M |
| Baron Capital (BAMCO) | 0.44% | Reduce -0.0% | 1,298,140 | $166.4M |
| Fiduciary Management Inc. | 1.38% | Add +0.8% | 1,204,741 | $154.4M |
| Bank of America Corp. | 0.01% | Add +7.3% | 1,093,884 | $140.2M |
| Thrivent Financial for Lutherans | 0.26% | Add +1.4% | 1,008,124 | $129.2M |
| Neuberger Berman Group LLC | 0.11% | Reduce -3.0% | 1,003,286 | $128.6M |
| Clearbridge Investments, LLC | 0.10% | Reduce -13.5% | 946,385 | $121.3M |
| Geode Capital Management, LLC | 0.01% | Add +6.9% | 907,464 | $116.3M |
| Ameriprise Financial Inc. | 0.03% | Reduce -21.7% | 906,216 | $116.2M |
| Capital International Investors | 0.02% | Add +0.0% | 792,349 | $101.6M |
| Morgan Stanley | 0.01% | Add +4.4% | 742,400 | $95.2M |
| Sei Investments Co. | 0.14% | Add +5.5% | 731,130 | $93.7M |
| Van Berkom & Associates Inc. | 2.57% | Reduce -11.8% | 703,988 | $90.2M |
| Alliancebernstein L.P. | 0.03% | Reduce -20.2% | 666,449 | $85.4M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.5% | 629,140 | $80.6M |
| Norges Bank | 0.01% | Add +5.3% | 616,437 | $79.0M |
| Northern Trust Corp. | 0.01% | Reduce -8.9% | 583,850 | $74.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.1% | 511,661 | $65.6M |
| Nordea Investment Management AB | 0.07% | Add +10.7% | 475,312 | $61.0M |
| Natixis Advisors, LLC | 0.14% | Reduce -14.6% | 465,855 | $59.7M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -3.6% | 463,550 | $59.4M |
| Eagle Asset Management Inc. | 0.30% | Add +283.7% | 454,500 | $58.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.3% | 444,370 | $57.0M |
| GW&K Investment Management, LLC | 0.49% | Reduce -10.4% | 435,644 | $55.8M |
| Wells Fargo & Company | 0.01% | Reduce -8.3% | 433,106 | $55.5M |
| Brown Advisory Inc. | 0.07% | Reduce -1.4% | 402,603 | $51.6M |
| Jennison Associates LLC | 0.03% | Add +87.2% | 347,165 | $44.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -6.6% | 336,000 | $43.1M |
| Macquarie Group Ltd. | 0.05% | Reduce -6.6% | 331,813 | $42.5M |
| Franklin Resources Inc. | 0.01% | Reduce -3.7% | 304,149 | $39.0M |
| Woodley Farra Manion Portfolio Management Inc. | 2.10% | Reduce -0.7% | 297,585 | $38.1M |
| Ancora Advisors LLC | 0.84% | Add +1.3% | 285,527 | $36.6M |
| Invesco Ltd. | 0.01% | Add +74.5% | 283,995 | $36.4M |
| HighTower Advisors, LLC | 0.06% | Reduce -3.2% | 281,558 | $36.1M |
| GMO | 0.13% | Add +70.8% | 276,633 | $35.5M |
| Argent Capital Management LLC | 0.91% | Reduce -1.9% | 243,618 | $31.2M |
| Eventide Asset Management, LLC | 0.46% | Add +30.8% | 229,183 | $29.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -9.3% | 196,160 | $25.1M |
| Public Employees Retirement Association of Colorado | 0.10% | Add +6.1% | 175,931 | $22.6M |
| Flputnam Investment Management Co. | 0.47% | Reduce -0.5% | 171,721 | $22.0M |
| Barlow Wealth Partners, LLC | 2.95% | Add +2.9% | 173,606 | $21.7M |
| Rhumbline Advisers | 0.02% | Reduce -5.6% | 169,254 | $21.7M |
| Emerald Advisers, LLC | 0.85% | Add +0.5% | 165,067 | $21.2M |
| FIL Ltd | 0.02% | Add +106.3% | 163,633 | $21.0M |
| Royce & Associates LP | 0.18% | Reduce -23.1% | 160,529 | $20.6M |
| UBS Group AG | 0.01% | Reduce -2.3% | 156,897 | $20.1M |
| Driehaus Capital Management LLC | 0.19% | Add +12.2% | 147,623 | $18.9M |
| Montanaro Asset Management Ltd | 3.39% | Add +1.0% | 146,250 | $18.7M |
| Raymond James & Associates | 0.01% | Add +4.2% | 143,424 | $18.4M |
| Emerald Mutual Fund Advisers Trust | 0.89% | Reduce -2.9% | 132,870 | $17.0M |
| GHP Investment Advisors, Inc. | 0.84% | Reduce -1.0% | 132,731 | $17.0M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.1% | 131,933 | $16.9M |
| New York State Common Retirement Fund | 0.02% | Reduce -23.6% | 129,137 | $16.6M |
| Segall Bryant & Hamill, LLC | 0.29% | Reduce -1.4% | 121,136 | $15.5M |
| JPMorgan Chase & Co. | 0.00% | Add +5.5% | 115,322 | $14.8M |
| Schroder Investment Management Group | 0.02% | Reduce -1.9% | 114,977 | $14.7M |
| Legal & General Group Plc | 0.00% | Add +0.2% | 111,323 | $14.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.8% | 104,765 | $13.4M |
| Susquehanna Portfolio Strategies, LLC | 0.31% | No change | 103,610 | $13.3M |
| Swiss National Bank | 0.01% | Add +1.0% | 102,236 | $13.1M |
| California Public Employees Retirement System | 0.01% | Add +1.9% | 98,004 | $12.6M |
| Polen Capital Management LLC | 0.03% | Reduce -29.3% | 90,022 | $11.5M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -0.5% | 79,785 | $10.2M |
| Qube Research & Technologies Ltd | 0.02% | New | 76,516 | $9.8M |
| Franklin, Parlapiano, Turner & Welch, LLC | 2.63% | Reduce -2.4% | 74,592 | $9.6M |
| Pier Capital, LLC | 1.31% | Reduce -22.4% | 74,100 | $9.5M |
| Grandeur Peak Global Advisors, LLC | 0.74% | Reduce -14.9% | 72,481 | $9.3M |
| STRS Ohio | 0.04% | Add +25.3% | 69,772 | $8.9M |
| American International Group, Inc. | 0.03% | Reduce -1.1% | 69,009 | $8.8M |
| Credit Suisse AG/ | 0.01% | Add +4.0% | 67,784 | $8.7M |
| Barclays PLC | 0.00% | Reduce -8.1% | 66,720 | $8.6M |
| Retirement Systems of Alabama | 0.03% | Add +1.2% | 65,448 | $8.4M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -16.1% | 65,366 | $8.4M |
| Stifel Financial Corp. | 0.01% | Reduce -1.2% | 64,658 | $8.3M |
| Woodson Capital Management, LP | 1.50% | Reduce -2.9% | 64,100 | $8.2M |
| Alps Advisors Inc. | 0.06% | Add +17.8% | 63,865 | $8.2M |
| Mutual of America Capital Management LLC | 0.09% | Reduce -5.1% | 62,505 | $8.0M |
| Squarepoint Ops LLC | 0.03% | New | 62,007 | $7.9M |
| Bell Asset Management Ltd | 1.14% | Reduce -10.4% | 60,631 | $7.8M |
| Whittier Trust Co. | 0.11% | Add +4.1% | 58,230 | $7.5M |
| Crawford Investment Counsel Inc. | 0.14% | Reduce -3.8% | 58,034 | $7.4M |
| Granite Investment Partners, LLC | 0.28% | Reduce -3.4% | 57,282 | $7.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.05% | No change | 57,000 | $7.3M |
| California State Teachers Retirement System | 0.01% | Reduce -4.6% | 51,723 | $6.6M |
| Victory Capital Management Inc. | 0.01% | Reduce -14.0% | 50,938 | $6.5M |
| First Trust Advisors LP | 0.01% | Reduce -23.3% | 48,875 | $6.3M |
| FineMark National Bank & Trust | 0.23% | Reduce -0.2% | 47,724 | $6.1M |
| Walled Lake Planning & Wealth Management, LLC | 2.51% | Reduce -1.1% | 47,599 | $6.1M |
| Edgestream Partners, L.P. | 0.29% | Add +193.8% | 46,014 | $5.9M |
| Texas Permanent School Fund Corp. | 0.05% | Add +2.3% | 45,614 | $5.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +4.0% | 45,410 | $5.8M |
| LPL Financial LLC | 0.00% | Add +16.9% | 42,654 | $5.5M |
"% of holder's portfolio" is HLI's weight in each manager's 13F, not the share of Houlihan Lokey Inc. the manager owns.