Houlihan LokeyHLI
13F holders, Q2 2025 (June 30)549holders +24
73new positions
50sold out
8famous investors
$179.99avg. 13F price*
At the end of Q2 2025, 549 institutions reported holding Houlihan Lokey Inc. (HLI) in their 13F filings, up 24 from Q1 2025. 73 opened new positions and 50 sold out. The largest holders were BlackRock, Inc. ($1.0B), Vanguard Group Inc. ($952.2M) and Kayne Anderson Rudnick Investment Management LLC ($541.1M). 8 famous investors held it, including Ron Baron (0.6% of Baron Capital (BAMCO)'s portfolio), Jeremy Grantham (0.1% of GMO's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Houlihan Lokey Inc.
- CUSIP
- 441593100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $151.3M |
| Exits | 50 | $52.4M |
All 13F filers, Q1 2025 → Q2 2025: 4,237,875 shares bought and 2,306,887 shares sold, net +1,930,988 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 549 holders
| BlackRock, Inc. | 0.02% | Add +1.2% | 5,687,367 | $1.0B |
| Vanguard Group Inc. | 0.02% | Reduce -0.3% | 5,291,432 | $952.2M |
| Kayne Anderson Rudnick Investment Management LLC | 1.29% | Add +2.7% | 3,006,952 | $541.1M |
| Earnest Partners LLC | 2.01% | Reduce -6.7% | 2,472,469 | $444.9M |
| State Street Corp. | 0.01% | Reduce -1.1% | 1,716,610 | $308.9M |
| FMR LLC | 0.02% | Reduce -3.3% | 1,628,556 | $293.1M |
| Wellington Management Group LLP | 0.05% | Add +4.6% | 1,459,217 | $262.6M |
| Burgundy Asset Management Ltd. | 2.15% | Add +3.0% | 1,225,966 | $220.6M |
| Baron Capital (BAMCO) | 0.56% | Add +0.2% | 1,146,143 | $206.2M |
| T. Rowe Price Investment Management, Inc. | 0.12% | Reduce -12.4% | 1,052,247 | $189.4M |
| Bank of America Corp. | 0.02% | Add +4.1% | 1,041,990 | $187.5M |
| Geode Capital Management, LLC | 0.01% | Add +2.1% | 1,041,590 | $187.5M |
| Raymond James Financial Inc. | 0.05% | Add +10.3% | 874,078 | $157.3M |
| Invesco Ltd. | 0.03% | Reduce -7.6% | 846,640 | $152.4M |
| Capital Research Global Investors | 0.03% | Add +58.5% | 798,836 | $143.8M |
| Capital International Investors | 0.02% | Add +0.4% | 798,358 | $143.7M |
| Fiduciary Management Inc. | 1.30% | Reduce -0.5% | 751,325 | $135.2M |
| Norges Bank | 0.02% | Add +4.5% | 704,214 | $126.7M |
| Sei Investments Co. | 0.14% | Add +14.3% | 690,624 | $124.3M |
| Neuberger Berman Group LLC | 0.09% | Reduce -2.7% | 681,791 | $122.7M |
| Morgan Stanley | 0.01% | Add +14.0% | 623,260 | $112.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.5% | 589,739 | $106.1M |
| Clearbridge Investments, LLC | 0.08% | Reduce -8.5% | 579,902 | $104.4M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.5% | 554,770 | $99.8M |
| Champlain Investment Partners, LLC | 0.69% | Add +194.9% | 546,340 | $98.3M |
| Northern Trust Corp. | 0.01% | Reduce -0.3% | 538,400 | $96.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -17.7% | 489,697 | $88.1M |
| Alliancebernstein L.P. | 0.03% | Reduce -3.8% | 488,381 | $87.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +15.9% | 481,710 | $86.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.9% | 474,843 | $85.4M |
| Jennison Associates LLC | 0.05% | Add +36.3% | 469,653 | $84.5M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -11.0% | 440,956 | $79.3M |
| Congress Asset Management Co. | 0.54% | Reduce -13.1% | 438,060 | $78.8M |
| Wells Fargo & Company | 0.02% | Add +4.0% | 418,871 | $75.4M |
| First Trust Advisors LP | 0.06% | Reduce -18.4% | 406,768 | $73.2M |
| Thrivent Financial for Lutherans | 0.16% | Reduce -17.7% | 406,280 | $73.1M |
| Van Berkom & Associates Inc. | 2.12% | Reduce -1.4% | 396,406 | $71.3M |
| GW&K Investment Management, LLC | 0.62% | Reduce -6.9% | 386,744 | $69.6M |
| Natixis Advisors, LLC | 0.10% | Reduce -13.0% | 350,267 | $63.0M |
| Handelsbanken Fonder AB | 0.22% | Add +26.5% | 348,458 | $62.7M |
| Westfield Capital Management Co. LP | 0.26% | Add +20.7% | 345,524 | $62.2M |
| Jacobs Levy Equity Management, Inc. | 0.24% | Add +41.2% | 338,103 | $60.8M |
| Ancora Advisors LLC | 1.06% | Add +0.3% | 281,222 | $50.6M |
| Woodley Farra Manion Portfolio Management Inc. | 2.36% | Reduce -3.8% | 278,835 | $50.2M |
| Qube Research & Technologies Ltd | 0.07% | Add +153.8% | 274,387 | $49.4M |
| Fiera Capital Corp | 0.17% | Reduce -1.3% | 271,764 | $48.9M |
| UBS Group AG | 0.01% | Add +9.6% | 258,856 | $46.6M |
| Franklin Resources Inc. | 0.01% | Reduce -3.0% | 253,499 | $45.6M |
| Schroder Investment Management Group | 0.04% | Add +112.2% | 247,634 | $45.2M |
| Argent Capital Management LLC | 1.24% | Add +2.5% | 241,587 | $43.5M |
| GMO | 0.13% | Add +5.3% | 240,486 | $43.3M |
| Renaissance Technologies | 0.06% | Add +56.7% | 236,100 | $42.5M |
| HighTower Advisors, LLC | 0.05% | Reduce -1.9% | 235,186 | $42.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +22.8% | 221,885 | $39.9M |
| Barlow Wealth Partners, LLC | 4.51% | Add +0.9% | 205,578 | $37.7M |
| Eventide Asset Management, LLC | 0.62% | Reduce -0.8% | 195,094 | $35.1M |
| Renaissance Group LLC | 1.33% | New | 189,583 | $34.1M |
| Assenagon Asset Management S.A. | 0.05% | New | 182,729 | $32.9M |
| BNP Paribas Financial Markets | 0.03% | Add +5.5% | 178,100 | $32.0M |
| Royal Bank of Canada | 0.01% | Add +253.1% | 175,103 | $31.5M |
| Amundi | 0.01% | Add +164.4% | 167,711 | $30.8M |
| Brown Advisory Inc. | 0.04% | Reduce -10.4% | 168,273 | $30.3M |
| Public Employees Retirement Association of Colorado | 0.12% | Reduce -13.1% | 167,946 | $30.2M |
| Flputnam Investment Management Co. | 0.51% | Reduce -0.7% | 163,874 | $29.5M |
| Rhumbline Advisers | 0.03% | Add +0.8% | 163,695 | $29.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.6% | 160,212 | $28.8M |
| New York State Common Retirement Fund | 0.03% | Add +0.3% | 144,789 | $26.1M |
| Macquarie Group Ltd. | 0.03% | Reduce -17.3% | 132,682 | $23.9M |
| AQR Capital Management | 0.02% | Add +343.6% | 131,534 | $23.7M |
| Barclays PLC | 0.01% | Reduce -8.1% | 131,507 | $23.7M |
| Alps Advisors Inc. | 0.13% | Reduce -0.5% | 127,518 | $22.9M |
| Russell Investments Group, Ltd. | 0.03% | Add +21.8% | 126,509 | $22.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.8% | 122,173 | $22.0M |
| GHP Investment Advisors, Inc. | 0.95% | Reduce -0.7% | 119,440 | $21.5M |
| Millennium Management | 0.02% | Reduce -2.6% | 114,362 | $20.6M |
| Citigroup Inc. | 0.01% | Add +636.1% | 113,684 | $20.5M |
| Legal & General Group Plc | 0.01% | Add +0.8% | 111,112 | $20.0M |
| Nuveen, LLC | 0.01% | Reduce -25.3% | 108,625 | $19.5M |
| Fenimore Asset Management Inc | 0.37% | Add +108.1% | 104,225 | $18.8M |
| Swiss National Bank | 0.01% | Reduce -1.0% | 103,136 | $18.6M |
| Citadel Advisors | 0.02% | Add +4.0% | 98,553 | $17.7M |
| LPL Financial LLC | 0.01% | Add +3.0% | 97,874 | $17.6M |
| California Public Employees Retirement System | 0.01% | Add +5.0% | 96,514 | $17.4M |
| Jane Street Group, LLC | 0.03% | Add +3477.5% | 89,689 | $16.1M |
| Trexquant Investment LP | 0.18% | Add +80.6% | 88,452 | $15.9M |
| Azora Capital LP | 0.71% | New | 87,007 | $15.7M |
| Segall Bryant & Hamill, LLC | 0.21% | Add +20.6% | 81,957 | $14.7M |
| Montanaro Asset Management Ltd | 3.76% | Add +1.9% | 81,000 | $14.6M |
| Stifel Financial Corp. | 0.01% | Reduce -8.5% | 80,617 | $14.5M |
| Nordea Investment Management AB | 0.01% | Reduce -54.2% | 74,469 | $13.5M |
| PineStone Asset Management Inc. | 0.09% | Add +7.3% | 74,495 | $13.4M |
| Royce & Associates LP | 0.14% | Reduce -3.3% | 74,465 | $13.4M |
| Two Sigma Investments, LP | 0.02% | Add +264.7% | 71,307 | $12.8M |
| Whittier Trust Co. | 0.15% | Add +2.5% | 69,809 | $12.6M |
| Voloridge Investment Management, LLC | 0.05% | Reduce -24.4% | 68,815 | $12.4M |
| Edgestream Partners, L.P. | 0.34% | Add +282.6% | 68,803 | $12.4M |
| Janus Henderson Group PLC | 0.01% | Add +174.1% | 68,642 | $12.4M |
| Bank of Nova Scotia | 0.02% | Add +1351.3% | 66,743 | $12.0M |
| Retirement Systems of Alabama | 0.04% | Reduce -0.0% | 65,743 | $11.8M |
| Mutual of America Capital Management LLC | 0.11% | Reduce -3.1% | 58,389 | $10.5M |
"% of holder's portfolio" is HLI's weight in each manager's 13F, not the share of Houlihan Lokey Inc. the manager owns.