Houlihan LokeyHLI
13F holders, Q2 2024 (June 30)416holders +17
52new positions
36sold out
7famous investors
$134.90avg. 13F price*
At the end of Q2 2024, 416 institutions reported holding Houlihan Lokey Inc. (HLI) in their 13F filings, up 17 from Q1 2024. 52 opened new positions and 36 sold out. The largest holders were Vanguard Group Inc. ($694.9M), BlackRock Inc. ($674.0M) and Earnest Partners LLC ($441.5M). 7 famous investors held it, including Ron Baron (0.5% of Baron Capital (BAMCO)'s portfolio), Jeremy Grantham (0.1% of GMO's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Houlihan Lokey Inc.
- CUSIP
- 441593100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $42.4M |
| Exits | 36 | $49.5M |
All 13F filers, Q1 2024 → Q2 2024: 2,366,018 shares bought and 2,204,650 shares sold, net +161,368 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 416 holders
| Vanguard Group Inc. | 0.01% | Add +1.0% | 5,153,022 | $694.9M |
| BlackRock Inc. | 0.02% | Add +0.4% | 4,997,481 | $674.0M |
| Earnest Partners LLC | 2.06% | Add +1.9% | 3,273,818 | $441.5M |
| Kayne Anderson Rudnick Investment Management LLC | 1.02% | Add +1.3% | 3,087,898 | $416.4M |
| Wellington Management Group LLP | 0.05% | Reduce -1.4% | 1,985,416 | $267.8M |
| FMR LLC | 0.01% | Add +1.8% | 1,716,414 | $231.5M |
| State Street Corp. | 0.01% | Reduce -0.3% | 1,594,361 | $215.0M |
| T. Rowe Price Investment Management, Inc. | 0.12% | Add +8.1% | 1,431,037 | $193.0M |
| Baron Capital (BAMCO) | 0.50% | Reduce -0.4% | 1,293,279 | $174.4M |
| Fiduciary Management Inc. | 1.53% | Add +0.9% | 1,216,179 | $164.0M |
| Burgundy Asset Management Ltd. | 1.70% | Reduce -20.3% | 1,195,950 | $161.3M |
| Bank of America Corp. | 0.01% | Add +0.3% | 1,097,604 | $148.0M |
| Thrivent Financial for Lutherans | 0.27% | Reduce -1.4% | 993,975 | $134.0M |
| Geode Capital Management, LLC | 0.01% | Add +4.0% | 943,995 | $127.3M |
| Neuberger Berman Group LLC | 0.10% | Reduce -7.3% | 930,462 | $125.5M |
| Ameriprise Financial Inc. | 0.03% | Reduce -3.6% | 873,851 | $117.8M |
| Clearbridge Investments, LLC | 0.09% | Reduce -8.5% | 865,798 | $116.8M |
| Capital International Investors | 0.02% | Add +0.1% | 792,829 | $106.9M |
| Sei Investments Co. | 0.15% | Add +6.2% | 776,335 | $104.7M |
| Norges Bank | 0.01% | Add +16.4% | 717,594 | $96.8M |
| Van Berkom & Associates Inc. | 2.66% | Reduce -6.4% | 659,118 | $88.9M |
| Alliancebernstein L.P. | 0.03% | Reduce -2.0% | 653,148 | $88.1M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.5% | 625,832 | $84.4M |
| Northern Trust Corp. | 0.01% | Add +3.8% | 605,937 | $81.7M |
| Morgan Stanley | 0.01% | Reduce -24.2% | 563,065 | $75.9M |
| Eagle Asset Management Inc. | 0.41% | Add +23.3% | 560,593 | $75.9M |
| Bank of New York Mellon Corp | 0.01% | Add +1.2% | 517,952 | $69.9M |
| Millennium Management | 0.06% | Add +24074.0% | 501,610 | $67.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +4.2% | 482,779 | $65.1M |
| Nordea Investment Management AB | 0.07% | Reduce -4.6% | 453,548 | $61.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.7% | 451,911 | $60.9M |
| GW&K Investment Management, LLC | 0.54% | Add +0.1% | 436,006 | $58.8M |
| Wells Fargo & Company | 0.02% | Add +0.1% | 433,774 | $58.5M |
| First Trust Advisors LP | 0.06% | Add +729.5% | 405,437 | $54.7M |
| Natixis Advisors, LLC | 0.11% | Reduce -16.4% | 389,620 | $52.5M |
| Brown Advisory Inc. | 0.06% | Reduce -11.3% | 357,190 | $48.2M |
| Invesco Ltd. | 0.01% | Add +22.4% | 347,675 | $46.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +2.2% | 343,539 | $46.3M |
| Woodley Farra Manion Portfolio Management Inc. | 2.19% | Add +0.7% | 299,717 | $40.4M |
| Franklin Resources Inc. | 0.01% | Reduce -2.2% | 297,450 | $40.1M |
| Ancora Advisors LLC | 0.95% | Reduce -0.4% | 284,293 | $38.3M |
| HighTower Advisors, LLC | 0.06% | Reduce -1.6% | 277,002 | $37.3M |
| GMO | 0.13% | Reduce -0.7% | 274,667 | $37.0M |
| Macquarie Group Ltd. | 0.04% | Reduce -17.9% | 272,559 | $36.8M |
| Argent Capital Management LLC | 0.97% | Add +0.1% | 243,844 | $32.9M |
| Eventide Asset Management, LLC | 0.54% | Add +2.5% | 234,880 | $31.7M |
| FIL Ltd | 0.03% | Add +40.7% | 230,285 | $31.1M |
| Barlow Wealth Partners, LLC | 3.50% | Add +2.1% | 177,181 | $25.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +70.0% | 178,153 | $24.0M |
| Public Employees Retirement Association of Colorado | 0.10% | Reduce -0.2% | 175,646 | $23.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -11.1% | 174,341 | $23.5M |
| Rhumbline Advisers | 0.02% | Reduce -2.4% | 165,272 | $22.3M |
| Flputnam Investment Management Co. | 0.42% | Reduce -4.0% | 164,759 | $22.2M |
| Raymond James & Associates | 0.01% | Add +8.8% | 156,012 | $21.0M |
| JPMorgan Chase & Co. | 0.00% | Add +31.8% | 151,982 | $20.5M |
| Royce & Associates LP | 0.19% | Reduce -6.8% | 149,682 | $20.2M |
| Montanaro Asset Management Ltd | 3.68% | No change | 146,250 | $19.7M |
| UBS Group AG | 0.01% | Reduce -9.5% | 141,974 | $19.1M |
| GHP Investment Advisors, Inc. | 0.89% | Reduce -0.9% | 131,472 | $17.7M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -1.1% | 130,494 | $17.6M |
| New York State Common Retirement Fund | 0.02% | Add +0.3% | 129,590 | $17.5M |
| Jennison Associates LLC | 0.01% | Reduce -63.8% | 125,554 | $16.9M |
| Segall Bryant & Hamill, LLC | 0.30% | Add +2.8% | 124,519 | $16.8M |
| Schroder Investment Management Group | 0.02% | Reduce -0.5% | 114,420 | $15.4M |
| Swiss National Bank | 0.01% | Add +0.3% | 102,536 | $13.8M |
| Legal & General Group Plc | 0.00% | Reduce -9.1% | 101,143 | $13.6M |
| California Public Employees Retirement System | 0.01% | Reduce -1.6% | 96,483 | $13.0M |
| Susquehanna Portfolio Strategies, LLC | 0.53% | Reduce -7.7% | 95,586 | $12.9M |
| Emerald Advisers, LLC | 0.50% | Reduce -46.9% | 87,583 | $11.8M |
| BNP Paribas Financial Markets | 0.01% | Add +726.7% | 86,380 | $11.6M |
| Polen Capital Management LLC | 0.03% | Reduce -8.5% | 82,376 | $11.1M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -0.5% | 79,412 | $10.7M |
| Driehaus Capital Management LLC | 0.10% | Reduce -48.1% | 76,543 | $10.3M |
| PineStone Asset Management Inc. | 0.11% | New | 75,195 | $10.1M |
| Alps Advisors Inc. | 0.07% | Add +15.9% | 74,022 | $10.0M |
| Emerald Mutual Fund Advisers Trust | 0.50% | Reduce -47.0% | 70,368 | $9.5M |
| STRS Ohio | 0.04% | Reduce -1.9% | 68,440 | $9.2M |
| Franklin, Parlapiano, Turner & Welch, LLC | 2.54% | Reduce -8.8% | 68,011 | $9.2M |
| Pier Capital, LLC | 1.34% | Reduce -9.9% | 66,740 | $9.0M |
| Corebridge Financial, Inc. | 0.05% | — | 66,286 | $8.9M |
| Retirement Systems of Alabama | 0.03% | Reduce -1.3% | 64,631 | $8.7M |
| Mutual of America Capital Management LLC | 0.09% | Add +2.4% | 63,972 | $8.6M |
| Stifel Financial Corp. | 0.01% | Reduce -2.5% | 63,008 | $8.5M |
| Woodson Capital Management, LP | 1.66% | Reduce -1.7% | 63,000 | $8.5M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -19.3% | 61,759 | $8.3M |
| Whittier Trust Co. | 0.12% | Add +5.2% | 61,280 | $8.3M |
| Grandeur Peak Global Advisors, LLC | 0.64% | Reduce -17.5% | 59,795 | $8.1M |
| Edgestream Partners, L.P. | 0.38% | Add +26.2% | 58,072 | $7.8M |
| Crawford Investment Counsel Inc. | 0.15% | Reduce -2.9% | 56,369 | $7.6M |
| Granite Investment Partners, LLC | 0.31% | Reduce -1.9% | 56,187 | $7.6M |
| Bell Asset Management Ltd | 1.00% | Reduce -12.7% | 52,907 | $7.1M |
| California State Teachers Retirement System | 0.01% | Reduce -1.7% | 50,851 | $6.9M |
| FineMark National Bank & Trust | 0.24% | Add +2.3% | 48,800 | $6.6M |
| Walled Lake Planning & Wealth Management, LLC | 2.49% | Reduce -5.0% | 45,199 | $6.1M |
| Fenimore Asset Management Inc | 0.13% | New | 45,074 | $6.1M |
| LPL Financial LLC | 0.00% | Add +5.5% | 44,986 | $6.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.0% | 44,945 | $6.1M |
| Victory Capital Management Inc. | 0.01% | Reduce -12.2% | 44,747 | $6.0M |
| Fifth Third Bancorp | 0.02% | Add +1.3% | 41,566 | $5.6M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -36.5% | 41,499 | $5.6M |
"% of holder's portfolio" is HLI's weight in each manager's 13F, not the share of Houlihan Lokey Inc. the manager owns.