Houlihan LokeyHLI
13F holders, Q4 2025 (December 31)578holders +26
78new positions
73sold out
10famous investors
$170.73avg. 13F price*
At the end of Q4 2025, 578 institutions reported holding Houlihan Lokey Inc. (HLI) in their 13F filings, up 26 from Q3 2025. 78 opened new positions and 73 sold out. The largest holders were Vanguard Group Inc. ($915.7M), BlackRock, Inc. ($913.0M) and Kayne Anderson Rudnick Investment Management LLC ($483.0M). 10 famous investors held it, including Ron Baron (0.5% of Baron Capital (BAMCO)'s portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Jeremy Grantham (0.0% of GMO's portfolio).
- Company
- Houlihan Lokey Inc.
- CUSIP
- 441593100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $141.6M |
| Exits | 73 | $134.0M |
All 13F filers, Q3 2025 → Q4 2025: 5,014,295 shares bought and 4,589,464 shares sold, net +424,831 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 578 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.9% | 5,256,736 | $915.7M |
| BlackRock, Inc. | 0.02% | Reduce -4.9% | 5,241,321 | $913.0M |
| Kayne Anderson Rudnick Investment Management LLC | 1.30% | Reduce -5.1% | 2,772,807 | $483.0M |
| Earnest Partners LLC | 1.71% | Reduce -5.3% | 2,291,511 | $399.2M |
| Royal Bank of Canada | 0.05% | Add +362.1% | 1,703,369 | $296.7M |
| State Street Corp. | 0.01% | Reduce -0.7% | 1,703,295 | $296.7M |
| Geode Capital Management, LLC | 0.02% | Add +6.3% | 1,418,549 | $247.1M |
| Wellington Management Group LLP | 0.04% | Reduce -6.5% | 1,283,813 | $223.6M |
| Bank of Montreal | 0.09% | Add +2723.2% | 1,199,459 | $208.9M |
| FMR LLC | 0.01% | Reduce -21.6% | 1,125,462 | $196.0M |
| Baron Capital (BAMCO) | 0.53% | Reduce -0.6% | 1,123,951 | $195.8M |
| Capital Research Global Investors | 0.03% | Add +0.6% | 962,263 | $167.6M |
| Bank of America Corp. | 0.01% | Reduce -4.6% | 953,840 | $166.1M |
| Raymond James Financial Inc. | 0.04% | Reduce -5.4% | 796,361 | $139.8M |
| Invesco Ltd. | 0.01% | Reduce -8.0% | 760,961 | $132.6M |
| Thrivent Financial for Lutherans | 0.22% | Reduce -0.7% | 708,847 | $123.5M |
| Fiduciary Management Inc. | 1.34% | Reduce -6.8% | 697,293 | $121.5M |
| Sei Investments Co. | 0.12% | Reduce -4.0% | 688,906 | $120.0M |
| Norges Bank | 0.01% | — | 662,940 | $115.5M |
| Neuberger Berman Group LLC | 0.08% | Reduce -5.5% | 628,778 | $109.5M |
| Jennison Associates LLC | 0.06% | Reduce -0.2% | 587,767 | $102.4M |
| Clearbridge Investments, LLC | 0.08% | Reduce -0.7% | 568,883 | $99.1M |
| Morgan Stanley | 0.01% | Reduce -1.6% | 550,308 | $95.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +20.4% | 544,862 | $94.9M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.6% | 535,337 | $93.3M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Reduce -33.6% | 533,456 | $92.9M |
| Westfield Capital Management Co. LP | 0.38% | Add +28.0% | 520,002 | $90.6M |
| Northern Trust Corp. | 0.01% | Reduce -5.0% | 509,671 | $88.8M |
| Champlain Investment Partners, LLC | 0.81% | Reduce -10.2% | 459,100 | $80.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -13.1% | 424,253 | $73.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.1% | 422,344 | $73.6M |
| First Trust Advisors LP | 0.05% | Add +3.8% | 408,038 | $71.1M |
| Wells Fargo & Company | 0.01% | Reduce -3.5% | 393,901 | $68.6M |
| Nomura Asset Management International Inc. | 0.10% | — | 386,908 | $67.4M |
| AQR Capital Management | 0.03% | Add +62.1% | 379,478 | $66.1M |
| Van Berkom & Associates Inc. | 1.90% | Add +0.2% | 377,378 | $65.7M |
| GW&K Investment Management, LLC | 0.54% | Add +4.0% | 356,255 | $62.1M |
| Fiera Capital Corp | 0.19% | Add +32.6% | 352,579 | $61.4M |
| Alliancebernstein L.P. | 0.02% | Reduce -23.6% | 352,138 | $61.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -15.4% | 343,414 | $59.8M |
| Natixis Advisors, LLC | 0.08% | Add +0.1% | 325,664 | $56.7M |
| Handelsbanken Fonder AB | 0.17% | Reduce -21.3% | 313,458 | $54.6M |
| Capital International Investors | 0.01% | Reduce -45.1% | 313,232 | $54.6M |
| Ancora Advisors LLC | 1.01% | Add +1.2% | 280,261 | $48.8M |
| Congress Asset Management Co. | 0.33% | Reduce -28.9% | 266,656 | $46.4M |
| Woodley Farra Manion Portfolio Management Inc. | 2.14% | Reduce -1.1% | 257,463 | $44.8M |
| Franklin Resources Inc. | 0.01% | Reduce -10.1% | 239,674 | $41.7M |
| UBS Group AG | 0.01% | Reduce -16.1% | 237,228 | $41.3M |
| Argent Capital Management LLC | 1.17% | Reduce -2.3% | 236,095 | $41.1M |
| Eventide Asset Management, LLC | 0.64% | Add +6.5% | 234,404 | $40.9M |
| Caisse de depot et placement du Quebec | 0.07% | Add +37.2% | 234,047 | $40.8M |
| Schroder Investment Management Group | 0.03% | Reduce -7.3% | 225,385 | $39.6M |
| HighTower Advisors, LLC | 0.04% | Reduce -10.1% | 222,857 | $38.8M |
| Barlow Wealth Partners, LLC | 4.01% | Add +0.6% | 204,387 | $37.2M |
| Ameriprise Financial Inc. | 0.01% | Add +93.0% | 201,864 | $35.2M |
| Renaissance Group LLC | 1.29% | Reduce -0.6% | 185,020 | $32.2M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -16.5% | 174,016 | $30.3M |
| Flputnam Investment Management Co. | 0.43% | Add +2.5% | 171,246 | $29.8M |
| Janus Henderson Group PLC | 0.01% | Add +39.8% | 162,168 | $28.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -51.2% | 160,825 | $28.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.3% | 158,530 | $27.6M |
| Rhumbline Advisers | 0.02% | Add +1.2% | 157,343 | $27.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +5.9% | 153,662 | $26.8M |
| D. E. Shaw & Co. | 0.02% | Add +4691.2% | 148,240 | $25.8M |
| Public Employees Retirement Association of Colorado | 0.09% | No change | 146,251 | $25.5M |
| Brown Advisory Inc. | 0.03% | Reduce -12.3% | 140,942 | $24.6M |
| Tudor Investment Corporation | 0.13% | Add +499.5% | 126,977 | $22.1M |
| Fenimore Asset Management Inc | 0.45% | Add +16.1% | 123,672 | $21.5M |
| Barclays PLC | 0.01% | Reduce -46.4% | 122,900 | $21.4M |
| GHP Investment Advisors, Inc. | 0.85% | Reduce -0.1% | 118,845 | $20.7M |
| Nuveen, LLC | 0.01% | Add +2.9% | 118,820 | $20.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.9% | 117,096 | $20.4M |
| LPL Financial LLC | 0.01% | Add +9.7% | 115,453 | $20.1M |
| Point72 Asset Management | 0.03% | New | 115,238 | $20.1M |
| Walleye Capital LLC | 0.12% | Add +2626.0% | 115,148 | $20.1M |
| Millennium Management | 0.01% | Add +16.5% | 108,927 | $19.0M |
| Swiss National Bank | 0.01% | Add +2.9% | 107,236 | $18.7M |
| California Public Employees Retirement System | 0.01% | Add +3.2% | 103,943 | $18.1M |
| GMO | 0.04% | Reduce -40.9% | 99,580 | $17.3M |
| Montanaro Asset Management Ltd | 4.74% | Add +9.7% | 97,650 | $17.0M |
| New York State Common Retirement Fund | 0.02% | Reduce -31.8% | 95,225 | $16.6M |
| Alps Advisors Inc. | 0.09% | Reduce -5.0% | 92,789 | $16.2M |
| Citigroup Inc. | 0.01% | Reduce -19.2% | 88,080 | $15.3M |
| Segall Bryant & Hamill, LLC | 0.21% | Add +4.7% | 87,982 | $15.3M |
| ArrowMark Colorado Holdings LLC | 0.33% | New | 86,601 | $15.1M |
| Legal & General Group Plc | 0.00% | Reduce -18.6% | 86,209 | $15.0M |
| Interval Partners, LP | 0.35% | New | 84,954 | $14.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +20325.4% | 78,842 | $13.7M |
| Jain Global LLC | 0.14% | New | 76,453 | $13.3M |
| Whittier Trust Co. | 0.14% | Reduce -0.2% | 70,928 | $13.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +3.9% | 74,633 | $13.0M |
| PineStone Asset Management Inc. | 0.08% | No change | 74,495 | $13.0M |
| Stifel Financial Corp. | 0.01% | Reduce -10.1% | 73,033 | $12.7M |
| Atwood & Palmer Inc. | 0.69% | New | 69,960 | $12.2M |
| Citadel Advisors | 0.01% | Reduce -7.2% | 67,083 | $11.7M |
| Aptus Capital Advisors, LLC | 0.10% | Add +0.4% | 65,889 | $11.5M |
| Retirement Systems of Alabama | 0.04% | Reduce -0.5% | 65,426 | $11.4M |
| Wealth High Governance Asset Management Ltda. | 1.90% | — | 61,026 | $10.6M |
| Jane Street Group, LLC | 0.01% | Add +2430.6% | 57,521 | $10.0M |
| Franklin, Parlapiano, Turner & Welch, LLC | 2.46% | Reduce -3.7% | 52,129 | $9.9M |
"% of holder's portfolio" is HLI's weight in each manager's 13F, not the share of Houlihan Lokey Inc. the manager owns.