Houlihan LokeyHLI
13F holders, Q4 2024 (December 31)506holders +54
74new positions
39sold out
9famous investors
$173.68avg. 13F price*
At the end of Q4 2024, 506 institutions reported holding Houlihan Lokey Inc. (HLI) in their 13F filings, up 54 from Q3 2024. 74 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($932.0M), Vanguard Group Inc. ($914.4M) and Kayne Anderson Rudnick Investment Management LLC ($569.8M). 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 Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Houlihan Lokey Inc.
- CUSIP
- 441593100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $115.5M |
| Exits | 39 | $82.3M |
All 13F filers, Q3 2024 → Q4 2024: 3,481,188 shares bought and 2,802,639 shares sold, net +678,549 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 506 holders
| BlackRock, Inc. | 0.02% | Add +5.2% | 5,366,533 | $932.0M |
| Vanguard Group Inc. | 0.02% | Add +1.9% | 5,265,574 | $914.4M |
| Kayne Anderson Rudnick Investment Management LLC | 1.31% | Add +6.8% | 3,281,294 | $569.8M |
| Earnest Partners LLC | 2.30% | Reduce -8.2% | 2,967,559 | $515.3M |
| FMR LLC | 0.02% | Add +9.4% | 1,875,220 | $325.7M |
| State Street Corp. | 0.01% | Add +5.0% | 1,696,796 | $294.7M |
| Wellington Management Group LLP | 0.05% | Reduce -19.0% | 1,499,679 | $260.4M |
| T. Rowe Price Investment Management, Inc. | 0.14% | Reduce -8.6% | 1,297,915 | $225.4M |
| Burgundy Asset Management Ltd. | 2.20% | Add +1.6% | 1,251,831 | $217.4M |
| Fiduciary Management Inc. | 1.96% | Reduce -0.4% | 1,209,230 | $210.0M |
| Baron Capital (BAMCO) | 0.51% | Reduce -0.0% | 1,144,179 | $198.7M |
| Bank of America Corp. | 0.02% | Reduce -10.6% | 1,079,474 | $187.5M |
| Invesco Ltd. | 0.03% | Add +122.7% | 1,041,201 | $180.8M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.4% | 966,476 | $167.9M |
| Neuberger Berman Group LLC | 0.13% | Add +1.6% | 940,930 | $163.4M |
| Raymond James Financial Inc. | 0.05% | — | 826,666 | $143.6M |
| Capital International Investors | 0.03% | Add +0.0% | 793,292 | $137.8M |
| Ameriprise Financial Inc. | 0.03% | Add +10.5% | 772,789 | $134.2M |
| Sei Investments Co. | 0.16% | Reduce -2.5% | 736,718 | $127.9M |
| Norges Bank | 0.01% | Add +0.2% | 656,723 | $114.0M |
| Thrivent Financial for Lutherans | 0.22% | Reduce -8.8% | 648,736 | $112.7M |
| Clearbridge Investments, LLC | 0.09% | Reduce -24.4% | 635,360 | $110.3M |
| Northern Trust Corp. | 0.02% | Add +3.2% | 620,324 | $107.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.3% | 602,956 | $104.7M |
| Morgan Stanley | 0.01% | Add +7.0% | 562,423 | $97.7M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -5.4% | 549,066 | $95.4M |
| Alliancebernstein L.P. | 0.03% | Reduce -6.0% | 533,340 | $92.6M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -2.6% | 519,423 | $90.2M |
| Bank of New York Mellon Corp | 0.02% | Add +1.0% | 486,964 | $84.6M |
| First Trust Advisors LP | 0.07% | Add +17.4% | 464,099 | $80.6M |
| Wells Fargo & Company | 0.02% | Reduce -0.4% | 443,035 | $76.9M |
| GW&K Investment Management, LLC | 0.63% | Reduce -3.8% | 426,127 | $74.0M |
| Van Berkom & Associates Inc. | 2.09% | Reduce -33.7% | 405,622 | $70.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +0.1% | 393,190 | $68.3M |
| Natixis Advisors, LLC | 0.13% | Reduce -2.1% | 391,054 | $67.9M |
| Prudential Financial Inc. | 0.08% | Add +731.6% | 347,469 | $60.3M |
| Jennison Associates LLC | 0.03% | Add +341.0% | 307,304 | $53.4M |
| Woodley Farra Manion Portfolio Management Inc. | 2.54% | Reduce -1.3% | 294,145 | $51.1M |
| Ancora Advisors LLC | 1.10% | Reduce -1.3% | 283,771 | $49.3M |
| Nordea Investment Management AB | 0.05% | Reduce -34.2% | 277,008 | $48.3M |
| Fiera Capital Corp | 0.15% | Reduce -2.2% | 277,467 | $48.2M |
| Franklin Resources Inc. | 0.01% | Reduce -1.3% | 270,211 | $46.9M |
| Citadel Advisors | 0.04% | Reduce -5.8% | 248,297 | $43.1M |
| HighTower Advisors, LLC | 0.06% | Reduce -5.2% | 244,557 | $42.5M |
| Argent Capital Management LLC | 1.19% | Add +0.7% | 242,451 | $42.1M |
| UBS Group AG | 0.01% | Add +28.9% | 238,966 | $41.5M |
| Barlow Wealth Partners, LLC | 4.47% | Add +11.8% | 201,650 | $35.4M |
| Public Employees Retirement Association of Colorado | 0.13% | No change | 193,246 | $33.6M |
| Brown Advisory Inc. | 0.04% | Reduce -6.5% | 192,196 | $33.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +8.1% | 179,167 | $31.1M |
| GMO | 0.10% | Reduce -39.4% | 178,136 | $30.9M |
| Eventide Asset Management, LLC | 0.56% | Add +4.9% | 177,234 | $30.8M |
| New York State Common Retirement Fund | 0.04% | Reduce -5.2% | 174,352 | $30.3M |
| Flputnam Investment Management Co. | 0.54% | Add +3.4% | 169,881 | $29.5M |
| Rhumbline Advisers | 0.03% | Add +1.6% | 166,038 | $28.8M |
| Macquarie Group Ltd. | 0.03% | Reduce -13.1% | 161,305 | $28.0M |
| JPMorgan Chase & Co. | 0.00% | Add +8.2% | 131,096 | $22.8M |
| FIL Ltd | 0.02% | Reduce -17.8% | 129,116 | $22.4M |
| Balyasny Asset Management L.P. | 0.05% | New | 127,782 | $22.2M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -2.9% | 126,106 | $21.9M |
| Assenagon Asset Management S.A. | 0.04% | New | 124,456 | $21.6M |
| GHP Investment Advisors, Inc. | 1.00% | Reduce -3.5% | 123,843 | $21.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.1% | 122,906 | $21.3M |
| Point72 Asset Management | 0.06% | New | 120,369 | $20.9M |
| Alps Advisors Inc. | 0.13% | Add +17.7% | 119,983 | $20.8M |
| Schroder Investment Management Group | 0.02% | Reduce -2.0% | 115,535 | $20.1M |
| Legal & General Group Plc | 0.00% | Add +0.7% | 104,961 | $18.2M |
| Swiss National Bank | 0.01% | Add +2.3% | 104,936 | $18.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.05% | Add +14.9% | 100,515 | $17.6M |
| Royce & Associates LP | 0.16% | Reduce -19.0% | 99,168 | $17.2M |
| Janney Montgomery Scott LLC | 0.05% | Add +1823.3% | 95,298 | $16.6M |
| Montanaro Asset Management Ltd | 3.41% | Reduce -37.1% | 95,000 | $16.5M |
| Stifel Financial Corp. | 0.02% | Add +4.9% | 94,173 | $16.4M |
| California Public Employees Retirement System | 0.01% | Reduce -1.9% | 92,519 | $16.1M |
| Qube Research & Technologies Ltd | 0.03% | Add +57.8% | 89,698 | $15.6M |
| BNP Paribas Financial Markets | 0.01% | Add +3.1% | 86,597 | $15.0M |
| LPL Financial LLC | 0.01% | Add +50.9% | 84,159 | $14.6M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -0.7% | 78,702 | $13.7M |
| Rheos Capital Works Inc. | 0.71% | Add +15.8% | 73,400 | $12.7M |
| Segall Bryant & Hamill, LLC | 0.17% | Reduce -25.0% | 69,907 | $12.1M |
| Whittier Trust Co. | 0.15% | Add +4.1% | 66,610 | $11.6M |
| Retirement Systems of Alabama | 0.04% | Add +1.0% | 65,156 | $11.3M |
| Mutual of America Capital Management LLC | 0.12% | Reduce -1.8% | 62,264 | $10.8M |
| Victory Capital Management Inc. | 0.01% | Reduce -12.7% | 62,234 | $10.8M |
| PineStone Asset Management Inc. | 0.10% | Reduce -18.9% | 60,995 | $10.6M |
| Corebridge Financial, Inc. | 0.06% | Reduce -3.5% | 60,682 | $10.5M |
| STRS Ohio | 0.04% | Reduce -4.3% | 60,613 | $10.5M |
| Franklin, Parlapiano, Turner & Welch, LLC | 2.77% | Reduce -10.4% | 58,910 | $10.2M |
| Barclays PLC | 0.01% | Add +58.7% | 58,422 | $10.1M |
| Teacher Retirement System of Texas | 0.04% | Add +29.3% | 57,528 | $10.0M |
| California State Teachers Retirement System | 0.01% | Add +5.9% | 52,656 | $9.1M |
| Fenimore Asset Management Inc | 0.18% | No change | 50,074 | $8.7M |
| Van Eck Associates Corp. | 0.01% | Add +43.2% | 46,857 | $8.1M |
| Aptus Capital Advisors, LLC | 0.10% | Add +22.1% | 46,058 | $8.0M |
| Man Group plc | 0.02% | Add +17.1% | 45,474 | $7.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +8.7% | 45,385 | $7.9M |
| Bearing Point Capital, LLC | 1.60% | — | 44,156 | $7.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.1% | 43,530 | $7.6M |
| Royal Bank of Canada | 0.00% | Reduce -3.5% | 43,331 | $7.5M |
| Chase Investment Counsel Corp. | 2.18% | Reduce -2.0% | 39,030 | $6.8M |
"% of holder's portfolio" is HLI's weight in each manager's 13F, not the share of Houlihan Lokey Inc. the manager owns.