Houlihan LokeyHLI
13F holders, Q3 2025 (September 30)552holders +3
72new positions
61sold out
8famous investors
$200.88avg. 13F price*
At the end of Q3 2025, 552 institutions reported holding Houlihan Lokey Inc. (HLI) in their 13F filings, up 3 from Q2 2025. 72 opened new positions and 61 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Group Inc. ($1.1B) and Kayne Anderson Rudnick Investment Management LLC ($599.9M). 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Houlihan Lokey Inc.
- CUSIP
- 441593100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $72.9M |
| Exits | 61 | $111.1M |
All 13F filers, Q2 2025 → Q3 2025: 4,105,474 shares bought and 4,388,154 shares sold, net −282,680 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 552 holders
| BlackRock, Inc. | 0.02% | Reduce -3.1% | 5,510,709 | $1.1B |
| Vanguard Group Inc. | 0.02% | Add +0.3% | 5,305,182 | $1.1B |
| Kayne Anderson Rudnick Investment Management LLC | 1.46% | Reduce -2.8% | 2,921,874 | $599.9M |
| Earnest Partners LLC | 2.16% | Reduce -2.1% | 2,421,133 | $497.1M |
| State Street Corp. | 0.01% | Reduce -0.1% | 1,715,003 | $352.1M |
| FMR LLC | 0.02% | Reduce -11.9% | 1,434,939 | $294.6M |
| Wellington Management Group LLP | 0.05% | Reduce -5.9% | 1,372,703 | $281.8M |
| Geode Capital Management, LLC | 0.02% | Add +28.1% | 1,333,792 | $273.9M |
| Burgundy Asset Management Ltd. | 2.29% | Reduce -0.5% | 1,219,617 | $243.0M |
| Baron Capital (BAMCO) | 0.62% | Reduce -1.4% | 1,130,190 | $232.1M |
| Bank of America Corp. | 0.02% | Reduce -4.0% | 1,000,180 | $205.4M |
| Capital Research Global Investors | 0.04% | Add +19.7% | 956,441 | $196.4M |
| Raymond James Financial Inc. | 0.06% | Reduce -3.7% | 841,949 | $172.9M |
| Invesco Ltd. | 0.03% | Reduce -2.3% | 827,525 | $169.9M |
| T. Rowe Price Investment Management, Inc. | 0.10% | Reduce -23.7% | 803,143 | $164.9M |
| Fiduciary Management Inc. | 1.55% | Reduce -0.5% | 747,832 | $153.5M |
| Sei Investments Co. | 0.16% | Add +4.0% | 717,952 | $147.4M |
| Thrivent Financial for Lutherans | 0.30% | Add +75.6% | 713,494 | $146.5M |
| Neuberger Berman Group LLC | 0.10% | Reduce -2.4% | 665,736 | $136.7M |
| Jennison Associates LLC | 0.07% | Add +25.4% | 589,093 | $121.0M |
| Clearbridge Investments, LLC | 0.09% | Reduce -1.2% | 572,763 | $117.6M |
| Capital International Investors | 0.02% | Reduce -28.5% | 570,904 | $117.2M |
| Morgan Stanley | 0.01% | Reduce -10.3% | 559,284 | $114.8M |
| Northern Trust Corp. | 0.01% | Reduce -0.4% | 536,488 | $110.2M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -5.9% | 521,892 | $107.2M |
| Champlain Investment Partners, LLC | 0.79% | Reduce -6.4% | 511,281 | $105.0M |
| Bank of New York Mellon Corp | 0.02% | Add +2.8% | 488,305 | $100.3M |
| Alliancebernstein L.P. | 0.03% | Reduce -5.7% | 460,665 | $94.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -6.1% | 452,409 | $92.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -29.2% | 417,543 | $85.7M |
| Wells Fargo & Company | 0.02% | Reduce -2.5% | 408,334 | $83.8M |
| Westfield Capital Management Co. LP | 0.35% | Add +17.6% | 406,306 | $83.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -8.0% | 405,890 | $83.3M |
| Handelsbanken Fonder AB | 0.26% | Add +14.3% | 398,458 | $81.8M |
| First Trust Advisors LP | 0.06% | Reduce -3.4% | 393,109 | $80.7M |
| Van Berkom & Associates Inc. | 2.24% | Reduce -5.0% | 376,692 | $77.3M |
| Congress Asset Management Co. | 0.51% | Reduce -14.3% | 375,300 | $77.1M |
| Royal Bank of Canada | 0.01% | Add +110.5% | 368,600 | $75.7M |
| GW&K Investment Management, LLC | 0.62% | Reduce -11.4% | 342,641 | $70.4M |
| T. Rowe Price Associates Inc. | 0.01% | Add +766.8% | 329,448 | $67.6M |
| Natixis Advisors, LLC | 0.10% | Reduce -7.1% | 325,374 | $66.8M |
| Macquarie Group Ltd. | 0.07% | Add +135.3% | 312,267 | $64.1M |
| UBS Group AG | 0.01% | Add +9.2% | 282,751 | $58.1M |
| Ancora Advisors LLC | 1.14% | Reduce -1.6% | 276,828 | $56.8M |
| Franklin Resources Inc. | 0.01% | Add +5.1% | 266,527 | $54.7M |
| Fiera Capital Corp | 0.18% | Reduce -2.2% | 265,815 | $54.6M |
| Woodley Farra Manion Portfolio Management Inc. | 2.52% | Reduce -6.7% | 260,196 | $53.4M |
| HighTower Advisors, LLC | 0.06% | Add +5.4% | 247,785 | $50.9M |
| Schroder Investment Management Group | 0.04% | Reduce -1.8% | 243,107 | $50.1M |
| Argent Capital Management LLC | 1.35% | Add +0.1% | 241,712 | $49.6M |
| AQR Capital Management | 0.03% | Add +77.9% | 234,024 | $48.0M |
| Barclays PLC | 0.02% | Add +74.2% | 229,075 | $47.0M |
| Eventide Asset Management, LLC | 0.74% | Add +12.8% | 220,048 | $45.2M |
| Qube Research & Technologies Ltd | 0.06% | Reduce -24.0% | 208,513 | $42.8M |
| Barlow Wealth Partners, LLC | 4.39% | Reduce -1.2% | 203,133 | $39.4M |
| Renaissance Group LLC | 1.44% | Reduce -1.8% | 186,182 | $38.2M |
| BNP Paribas Financial Markets | 0.03% | Reduce -0.9% | 176,548 | $36.2M |
| JPMorgan Chase & Co. | 0.00% | Add +9.0% | 174,695 | $35.9M |
| Caisse de depot et placement du Quebec | 0.06% | Add +411.1% | 170,617 | $35.0M |
| GMO | 0.10% | Reduce -29.9% | 168,550 | $34.6M |
| Flputnam Investment Management Co. | 0.51% | Add +1.9% | 166,996 | $34.3M |
| Renaissance Technologies | 0.04% | Reduce -31.1% | 162,700 | $33.4M |
| Brown Advisory Inc. | 0.04% | Reduce -4.5% | 160,770 | $33.0M |
| Rhumbline Advisers | 0.03% | Reduce -5.0% | 155,459 | $31.9M |
| Public Employees Retirement Association of Colorado | 0.11% | Reduce -12.9% | 146,251 | $30.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -34.6% | 145,135 | $29.8M |
| New York State Common Retirement Fund | 0.04% | Reduce -3.6% | 139,540 | $28.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.3% | 120,603 | $24.8M |
| GHP Investment Advisors, Inc. | 1.03% | Reduce -0.4% | 118,985 | $24.4M |
| Janus Henderson Group PLC | 0.01% | Add +69.0% | 116,033 | $23.8M |
| Nuveen, LLC | 0.01% | Add +6.3% | 115,493 | $23.7M |
| Citigroup Inc. | 0.02% | Reduce -4.1% | 109,057 | $22.4M |
| Fenimore Asset Management Inc | 0.44% | Add +2.2% | 106,473 | $21.9M |
| Legal & General Group Plc | 0.00% | Reduce -4.7% | 105,945 | $21.8M |
| LPL Financial LLC | 0.01% | Add +7.5% | 105,248 | $21.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -78.6% | 104,613 | $21.5M |
| Swiss National Bank | 0.01% | Add +1.1% | 104,236 | $21.4M |
| Amundi | 0.01% | Reduce -35.7% | 107,840 | $21.2M |
| California Public Employees Retirement System | 0.01% | Add +4.3% | 100,714 | $20.7M |
| Alps Advisors Inc. | 0.11% | Reduce -23.4% | 97,639 | $20.0M |
| Millennium Management | 0.02% | Reduce -18.3% | 93,481 | $19.2M |
| Montanaro Asset Management Ltd | 4.56% | Add +9.9% | 89,000 | $18.3M |
| AXA Investment Managers S.A. | 0.05% | — | 84,663 | $17.4M |
| Segall Bryant & Hamill, LLC | 0.23% | Add +2.5% | 84,027 | $17.3M |
| Stifel Financial Corp. | 0.02% | Add +0.7% | 81,201 | $16.7M |
| Prudential Financial Inc. | 0.02% | Add +57.0% | 76,701 | $15.7M |
| PineStone Asset Management Inc. | 0.10% | No change | 74,495 | $15.3M |
| Citadel Advisors | 0.01% | Reduce -26.7% | 72,265 | $14.8M |
| Wealth High Governance Capital Ltda | 4.25% | Add +45.2% | 72,000 | $14.8M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -43.2% | 71,814 | $14.7M |
| Nordea Investment Management AB | 0.01% | Reduce -4.3% | 71,255 | $14.6M |
| Whittier Trust Co. | 0.16% | Add +1.8% | 71,052 | $14.3M |
| Retirement Systems of Alabama | 0.04% | Reduce -0.0% | 65,735 | $13.5M |
| Aptus Capital Advisors, LLC | 0.12% | Add +15.3% | 65,603 | $13.5M |
| Natixis | 0.07% | New | 62,660 | $12.9M |
| Prana Capital Management, LP | 0.42% | Add +597.1% | 61,549 | $12.6M |
| Voloridge Investment Management, LLC | 0.04% | Reduce -15.9% | 57,841 | $11.9M |
| Mutual of America Capital Management LLC | 0.12% | Reduce -1.5% | 57,530 | $11.8M |
| Franklin, Parlapiano, Turner & Welch, LLC | 2.81% | Reduce -2.7% | 54,107 | $11.1M |
| Public Employees Retirement System of Ohio | 0.04% | Add +2.1% | 53,714 | $11.0M |
"% of holder's portfolio" is HLI's weight in each manager's 13F, not the share of Houlihan Lokey Inc. the manager owns.