Houlihan LokeyHLI
13F holders, Q1 2025 (March 31)525holders +19
72new positions
52sold out
8famous investors
$161.45avg. 13F price*
At the end of Q1 2025, 525 institutions reported holding Houlihan Lokey Inc. (HLI) in their 13F filings, up 19 from Q4 2024. 72 opened new positions and 52 sold out. The largest holders were BlackRock, Inc. ($907.6M), Vanguard Group Inc. ($857.0M) and Kayne Anderson Rudnick Investment Management LLC ($472.7M). 8 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $309.7M |
| Exits | 52 | $84.4M |
All 13F filers, Q4 2024 → Q1 2025: 4,071,845 shares bought and 4,338,056 shares sold, net −266,211 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 525 holders
| BlackRock, Inc. | 0.02% | Add +4.7% | 5,619,779 | $907.6M |
| Vanguard Group Inc. | 0.02% | Add +0.8% | 5,306,604 | $857.0M |
| Kayne Anderson Rudnick Investment Management LLC | 1.16% | Reduce -10.8% | 2,926,959 | $472.7M |
| Earnest Partners LLC | 2.05% | Reduce -10.7% | 2,648,908 | $427.8M |
| State Street Corp. | 0.01% | Add +2.3% | 1,736,050 | $280.4M |
| FMR LLC | 0.02% | Reduce -10.2% | 1,683,934 | $272.0M |
| Wellington Management Group LLP | 0.04% | Reduce -7.0% | 1,395,148 | $225.3M |
| T. Rowe Price Investment Management, Inc. | 0.13% | Reduce -7.4% | 1,201,546 | $194.1M |
| Burgundy Asset Management Ltd. | 1.99% | Reduce -5.0% | 1,189,822 | $192.2M |
| Baron Capital (BAMCO) | 0.54% | No change | 1,144,179 | $184.8M |
| Geode Capital Management, LLC | 0.01% | Add +5.6% | 1,020,458 | $164.9M |
| Bank of America Corp. | 0.01% | Reduce -7.3% | 1,000,520 | $161.6M |
| Invesco Ltd. | 0.03% | Reduce -12.0% | 916,012 | $147.9M |
| Capital International Investors | 0.03% | Add +0.2% | 794,911 | $128.4M |
| Raymond James Financial Inc. | 0.05% | Reduce -4.2% | 792,076 | $127.9M |
| Fiduciary Management Inc. | 1.18% | Reduce -37.6% | 754,941 | $121.9M |
| Neuberger Berman Group LLC | 0.09% | Reduce -25.5% | 700,651 | $113.2M |
| Norges Bank | 0.02% | Add +2.6% | 673,964 | $108.8M |
| Clearbridge Investments, LLC | 0.09% | Reduce -0.2% | 633,966 | $102.4M |
| Sei Investments Co. | 0.13% | Reduce -18.0% | 604,380 | $97.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.7% | 598,767 | $96.7M |
| Ameriprise Financial Inc. | 0.03% | Reduce -23.0% | 595,275 | $96.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.6% | 557,799 | $90.1M |
| Morgan Stanley | 0.01% | Reduce -2.8% | 546,798 | $88.3M |
| Northern Trust Corp. | 0.01% | Reduce -12.9% | 540,106 | $87.2M |
| Alliancebernstein L.P. | 0.03% | Reduce -4.8% | 507,581 | $82.0M |
| Congress Asset Management Co. | 0.61% | New | 504,149 | $81.4M |
| Capital Research Global Investors | 0.02% | New | 504,055 | $81.4M |
| First Trust Advisors LP | 0.07% | Add +7.5% | 498,678 | $80.5M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -4.7% | 495,239 | $80.0M |
| Thrivent Financial for Lutherans | 0.18% | Reduce -23.9% | 493,679 | $79.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.6% | 484,041 | $78.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +5.7% | 415,743 | $67.1M |
| GW&K Investment Management, LLC | 0.62% | Reduce -2.5% | 415,277 | $67.1M |
| Wells Fargo & Company | 0.02% | Reduce -9.1% | 402,806 | $65.1M |
| Natixis Advisors, LLC | 0.12% | Add +3.0% | 402,763 | $65.0M |
| Van Berkom & Associates Inc. | 2.08% | Reduce -0.9% | 401,840 | $64.9M |
| Jennison Associates LLC | 0.04% | Add +12.1% | 344,604 | $55.7M |
| Woodley Farra Manion Portfolio Management Inc. | 2.33% | Reduce -1.5% | 289,790 | $46.8M |
| Westfield Capital Management Co. LP | 0.23% | New | 286,288 | $46.2M |
| Ancora Advisors LLC | 1.01% | Reduce -1.2% | 280,372 | $45.3M |
| Handelsbanken Fonder AB | 0.18% | Add +1946.8% | 275,458 | $44.5M |
| Fiera Capital Corp | 0.16% | Reduce -0.8% | 275,329 | $44.5M |
| Franklin Resources Inc. | 0.01% | Reduce -3.3% | 261,199 | $42.2M |
| HighTower Advisors, LLC | 0.05% | Reduce -1.9% | 239,824 | $38.7M |
| Jacobs Levy Equity Management, Inc. | 0.15% | Add +1168.0% | 239,522 | $38.7M |
| UBS Group AG | 0.01% | Reduce -1.2% | 236,205 | $38.1M |
| Argent Capital Management LLC | 1.16% | Reduce -2.8% | 235,575 | $38.0M |
| GMO | 0.12% | Add +28.2% | 228,431 | $36.9M |
| JPMorgan Chase & Co. | 0.00% | Add +53.9% | 201,790 | $32.6M |
| Barlow Wealth Partners, LLC | 4.26% | Add +1.1% | 203,814 | $32.5M |
| Eventide Asset Management, LLC | 0.63% | Add +10.9% | 196,636 | $31.7M |
| Public Employees Retirement Association of Colorado | 0.13% | No change | 193,246 | $31.2M |
| Brown Advisory Inc. | 0.04% | Reduce -2.3% | 187,791 | $30.3M |
| Champlain Investment Partners, LLC | 0.22% | New | 185,255 | $29.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +0.8% | 180,634 | $29.2M |
| BNP Paribas Financial Markets | 0.02% | Add +95.0% | 168,876 | $27.3M |
| Flputnam Investment Management Co. | 0.50% | Reduce -2.9% | 165,024 | $26.7M |
| Rhumbline Advisers | 0.02% | Reduce -2.2% | 162,349 | $26.2M |
| Macquarie Group Ltd. | 0.03% | Reduce -0.6% | 160,349 | $25.9M |
| Nordea Investment Management AB | 0.03% | Reduce -41.3% | 162,704 | $25.7M |
| Renaissance Technologies | 0.04% | Add +307.3% | 150,700 | $24.3M |
| Nuveen, LLC | 0.01% | — | 145,376 | $23.5M |
| New York State Common Retirement Fund | 0.03% | Reduce -17.3% | 144,281 | $23.3M |
| Barclays PLC | 0.01% | Add +145.0% | 143,149 | $23.1M |
| Alps Advisors Inc. | 0.12% | Add +6.8% | 128,160 | $20.7M |
| Principal Financial Group Inc. | 0.01% | Add +1.2% | 124,417 | $20.1M |
| GHP Investment Advisors, Inc. | 0.93% | Reduce -2.9% | 120,262 | $19.4M |
| Millennium Management | 0.02% | New | 117,422 | $19.0M |
| Point72 Asset Management | 0.05% | Reduce -4.9% | 114,422 | $18.5M |
| Schroder Investment Management Group | 0.02% | Add +1.0% | 116,697 | $18.4M |
| Legal & General Group Plc | 0.00% | Add +5.0% | 110,231 | $17.8M |
| Qube Research & Technologies Ltd | 0.03% | Add +20.5% | 108,102 | $17.5M |
| Swiss National Bank | 0.01% | Reduce -0.8% | 104,136 | $16.8M |
| Russell Investments Group, Ltd. | 0.02% | Add +32.0% | 103,885 | $16.8M |
| LPL Financial LLC | 0.01% | Add +12.9% | 95,038 | $15.3M |
| Citadel Advisors | 0.02% | Reduce -61.8% | 94,794 | $15.3M |
| California Public Employees Retirement System | 0.01% | Reduce -0.6% | 91,930 | $14.8M |
| Voloridge Investment Management, LLC | 0.05% | Add +411.4% | 91,022 | $14.7M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -4.8% | 90,681 | $14.6M |
| Stifel Financial Corp. | 0.02% | Reduce -6.4% | 88,113 | $14.2M |
| Prudential Financial Inc. | 0.02% | Reduce -76.8% | 80,481 | $13.0M |
| Montanaro Asset Management Ltd | 3.77% | Reduce -16.3% | 79,500 | $12.8M |
| Royce & Associates LP | 0.13% | Reduce -22.3% | 77,014 | $12.4M |
| PineStone Asset Management Inc. | 0.08% | Add +13.8% | 69,395 | $11.2M |
| Whittier Trust Co. | 0.15% | Add +2.3% | 68,106 | $11.0M |
| Segall Bryant & Hamill, LLC | 0.17% | Reduce -2.8% | 67,986 | $11.0M |
| Retirement Systems of Alabama | 0.04% | Add +0.9% | 65,757 | $10.6M |
| CW Advisors, LLC | 0.12% | New | 63,750 | $10.3M |
| Pier Capital, LLC | 1.64% | Add +89.9% | 60,563 | $9.8M |
| Rheos Capital Works Inc. | 0.79% | Reduce -17.7% | 60,400 | $9.8M |
| Mutual of America Capital Management LLC | 0.11% | Reduce -3.2% | 60,244 | $9.7M |
| Amundi | 0.00% | Add +404.0% | 63,433 | $9.7M |
| Corebridge Financial, Inc. | 0.06% | Reduce -1.6% | 59,722 | $9.6M |
| Victory Capital Management Inc. | 0.01% | Reduce -4.2% | 59,613 | $9.6M |
| STRS Ohio | 0.04% | Reduce -2.5% | 59,125 | $9.5M |
| Franklin, Parlapiano, Turner & Welch, LLC | 2.46% | Reduce -4.0% | 56,574 | $9.1M |
| Aptus Capital Advisors, LLC | 0.10% | Add +12.7% | 51,901 | $8.4M |
| Van Eck Associates Corp. | 0.01% | Add +10.8% | 51,901 | $8.4M |
| Hantz Financial Services, Inc. | 0.15% | Add +2025.1% | 51,555 | $8.3M |
"% of holder's portfolio" is HLI's weight in each manager's 13F, not the share of Houlihan Lokey Inc. the manager owns.