Houlihan LokeyHLI
13F holders, Q3 2024 (September 30)452holders +36
68new positions
31sold out
9famous investors
$158.44avg. 13F price*
At the end of Q3 2024, 452 institutions reported holding Houlihan Lokey Inc. (HLI) in their 13F filings, up 36 from Q2 2024. 68 opened new positions and 31 sold out. The largest holders were Vanguard Group Inc. ($816.5M), BlackRock, Inc. ($806.2M) and Earnest Partners LLC ($510.6M). 9 famous investors held it, including Ron Baron (0.5% of Baron Capital (BAMCO)'s portfolio), Jeremy Grantham (0.1% of GMO's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Houlihan Lokey Inc.
- CUSIP
- 441593100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $73.9M |
| Exits | 31 | $42.0M |
All 13F filers, Q2 2024 → Q3 2024: 2,340,119 shares bought and 2,994,505 shares sold, net −654,386 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 452 holders
| Vanguard Group Inc. | 0.01% | Add +0.3% | 5,167,079 | $816.5M |
| BlackRock, Inc. | 0.02% | — | 5,101,916 | $806.2M |
| Earnest Partners LLC | 2.22% | Reduce -1.3% | 3,231,239 | $510.6M |
| Kayne Anderson Rudnick Investment Management LLC | 1.07% | Reduce -0.5% | 3,072,443 | $485.5M |
| Wellington Management Group LLP | 0.05% | Reduce -6.8% | 1,850,640 | $292.4M |
| FMR LLC | 0.02% | Reduce -0.2% | 1,713,573 | $270.8M |
| State Street Corp. | 0.01% | Add +1.3% | 1,615,467 | $255.3M |
| T. Rowe Price Investment Management, Inc. | 0.14% | Reduce -0.8% | 1,419,908 | $224.4M |
| Burgundy Asset Management Ltd. | 1.93% | Add +3.0% | 1,231,477 | $194.6M |
| Fiduciary Management Inc. | 1.68% | Reduce -0.2% | 1,213,716 | $191.8M |
| Bank of America Corp. | 0.02% | Add +10.0% | 1,207,076 | $190.7M |
| Baron Capital (BAMCO) | 0.48% | Reduce -11.5% | 1,144,679 | $180.9M |
| Geode Capital Management, LLC | 0.01% | Add +2.8% | 970,559 | $153.4M |
| Neuberger Berman Group LLC | 0.11% | Reduce -0.4% | 926,533 | $146.4M |
| Clearbridge Investments, LLC | 0.10% | Reduce -2.9% | 840,382 | $132.8M |
| Eagle Asset Management Inc. | 0.66% | Add +23.6% | 693,109 | $128.7M |
| Capital International Investors | 0.02% | Add +0.0% | 792,991 | $125.3M |
| Sei Investments Co. | 0.16% | Reduce -2.6% | 755,745 | $119.4M |
| Thrivent Financial for Lutherans | 0.21% | Reduce -28.4% | 711,604 | $112.4M |
| Ameriprise Financial Inc. | 0.03% | Reduce -20.0% | 699,223 | $110.5M |
| Norges Bank | 0.01% | Reduce -8.7% | 655,226 | $103.5M |
| Van Berkom & Associates Inc. | 2.65% | Reduce -7.2% | 611,663 | $96.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +33.0% | 601,025 | $95.0M |
| Northern Trust Corp. | 0.02% | Reduce -0.8% | 600,918 | $95.0M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -7.3% | 580,234 | $91.7M |
| Alliancebernstein L.P. | 0.03% | Reduce -13.1% | 567,576 | $89.7M |
| Envestnet Asset Management Inc. | 0.03% | Add +10.4% | 533,082 | $84.2M |
| Morgan Stanley | 0.01% | Reduce -6.6% | 525,758 | $83.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -6.9% | 482,068 | $76.2M |
| Invesco Ltd. | 0.01% | Add +34.5% | 467,456 | $73.9M |
| Wells Fargo & Company | 0.02% | Add +2.5% | 444,734 | $70.3M |
| GW&K Investment Management, LLC | 0.60% | Add +1.6% | 443,000 | $70.0M |
| Nordea Investment Management AB | 0.07% | Reduce -7.1% | 421,220 | $66.0M |
| Natixis Advisors, LLC | 0.12% | Add +2.5% | 399,388 | $63.1M |
| First Trust Advisors LP | 0.06% | Reduce -2.5% | 395,346 | $62.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +14.3% | 392,725 | $62.1M |
| Woodley Farra Manion Portfolio Management Inc. | 2.37% | Reduce -0.6% | 297,957 | $47.1M |
| GMO | 0.15% | Add +7.0% | 293,981 | $46.5M |
| Franklin Resources Inc. | 0.01% | Reduce -8.0% | 273,701 | $46.4M |
| Ancora Advisors LLC | 1.03% | Add +1.1% | 287,519 | $45.4M |
| Fiera Capital Corp | 0.13% | Add +666.8% | 283,702 | $44.8M |
| Citadel Advisors | 0.04% | Add +4163.9% | 263,507 | $41.6M |
| HighTower Advisors, LLC | 0.06% | Reduce -6.9% | 257,910 | $40.8M |
| Argent Capital Management LLC | 1.05% | Reduce -1.2% | 240,813 | $38.1M |
| Brown Advisory Inc. | 0.04% | Reduce -42.5% | 205,477 | $32.5M |
| Public Employees Retirement Association of Colorado | 0.12% | Add +10.0% | 193,246 | $30.5M |
| Macquarie Group Ltd. | 0.03% | Reduce -31.9% | 185,566 | $29.3M |
| UBS Group AG | 0.01% | Add +30.6% | 185,377 | $29.3M |
| New York State Common Retirement Fund | 0.04% | Add +42.0% | 183,976 | $29.1M |
| Barlow Wealth Partners, LLC | 3.79% | Add +1.8% | 180,345 | $29.0M |
| Eventide Asset Management, LLC | 0.46% | Reduce -28.1% | 168,910 | $26.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -6.9% | 165,783 | $26.2M |
| Flputnam Investment Management Co. | 0.47% | Reduce -0.3% | 164,230 | $26.0M |
| Rhumbline Advisers | 0.02% | Reduce -1.1% | 163,479 | $25.8M |
| Millennium Management | 0.02% | Reduce -68.0% | 160,499 | $25.4M |
| Raymond James & Associates | 0.02% | Add +1.1% | 157,759 | $24.9M |
| FIL Ltd | 0.02% | Reduce -31.8% | 157,091 | $24.8M |
| Lord, Abbett & Co. LLC | 0.08% | New | 153,000 | $24.2M |
| Montanaro Asset Management Ltd | 4.25% | Add +3.3% | 151,000 | $23.9M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.5% | 129,867 | $20.5M |
| GHP Investment Advisors, Inc. | 0.93% | Reduce -2.3% | 128,390 | $20.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -29.4% | 123,095 | $19.5M |
| Royce & Associates LP | 0.18% | Reduce -18.2% | 122,456 | $19.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.3% | 121,182 | $19.1M |
| Schroder Investment Management Group | 0.02% | Add +3.0% | 117,844 | $18.6M |
| Legal & General Group Plc | 0.00% | Add +3.1% | 104,273 | $16.5M |
| Swiss National Bank | 0.01% | No change | 102,536 | $16.2M |
| Alps Advisors Inc. | 0.11% | Add +37.7% | 101,936 | $16.1M |
| California Public Employees Retirement System | 0.01% | Reduce -2.3% | 94,307 | $14.9M |
| Segall Bryant & Hamill, LLC | 0.20% | Reduce -25.1% | 93,241 | $14.7M |
| Stifel Financial Corp. | 0.01% | Add +42.5% | 89,788 | $14.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.05% | Add +17089.2% | 87,493 | $14.0M |
| BNP Paribas Financial Markets | 0.01% | Reduce -2.8% | 83,986 | $13.3M |
| Azora Capital LP | 0.72% | New | 83,722 | $13.2M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -0.3% | 79,215 | $12.5M |
| PineStone Asset Management Inc. | 0.11% | No change | 75,195 | $11.9M |
| Victory Capital Management Inc. | 0.01% | Add +59.3% | 71,269 | $11.3M |
| Jennison Associates LLC | 0.01% | Reduce -44.5% | 69,689 | $11.0M |
| Polen Capital Management LLC | 0.03% | Reduce -17.1% | 68,311 | $10.8M |
| Pier Capital, LLC | 1.49% | Add +0.5% | 67,090 | $10.6M |
| Franklin, Parlapiano, Turner & Welch, LLC | 2.68% | Reduce -3.4% | 65,733 | $10.4M |
| Retirement Systems of Alabama | 0.04% | Reduce -0.2% | 64,528 | $10.2M |
| Whittier Trust Co. | 0.14% | Add +4.4% | 63,996 | $10.1M |
| Mutual of America Capital Management LLC | 0.11% | Reduce -0.9% | 63,423 | $10.0M |
| Rheos Capital Works Inc. | 0.52% | Add +65.1% | 63,400 | $10.0M |
| STRS Ohio | 0.04% | Reduce -7.4% | 63,372 | $10.0M |
| Corebridge Financial, Inc. | 0.05% | Reduce -5.2% | 62,868 | $9.9M |
| Renaissance Technologies | 0.01% | Add +973.6% | 56,900 | $9.0M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -7.9% | 56,853 | $9.0M |
| LPL Financial LLC | 0.00% | Add +23.9% | 55,761 | $8.8M |
| Fenimore Asset Management Inc | 0.16% | Add +11.1% | 50,074 | $7.9M |
| California State Teachers Retirement System | 0.01% | Reduce -2.3% | 49,709 | $7.9M |
| FineMark National Bank & Trust | 0.27% | Reduce -0.7% | 48,483 | $7.7M |
| Walled Lake Planning & Wealth Management, LLC | 2.67% | Reduce -0.4% | 45,025 | $7.1M |
| Royal Bank of Canada | 0.00% | Add +22.9% | 44,903 | $7.1M |
| Teacher Retirement System of Texas | 0.03% | Add +64.4% | 44,502 | $7.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.1% | 44,016 | $7.0M |
| Granite Investment Partners, LLC | 0.29% | Reduce -24.6% | 42,347 | $6.7M |
| Prudential Financial Inc. | 0.01% | Add +38.1% | 41,784 | $6.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +7.1% | 41,764 | $6.6M |
"% of holder's portfolio" is HLI's weight in each manager's 13F, not the share of Houlihan Lokey Inc. the manager owns.