HOULIHAN LOKEY, INC. - Class A common stock, par value $0.001 per share (HLI)

Historical Holders from Q3 2015 to Q4 2025

Symbol
HLI on NYSE
Type / Class
Equity / Class A common stock, par value $0.001 per share
Shares outstanding
70,218,542
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
53,054,408
Holdings value
$10,881,047,681
% of all portfolios
0.01%
Number of holders
545
Number of buys
255
Number of sells
267
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of HOULIHAN LOKEY, INC. - Class A common stock, par value $0.001 per share (HLI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
HL VOTING TRUST 23% $3,102,834,776 16,212,105 HL Voting Trust 26 Aug 2025
Adelson Scott Joseph 22% $2,737,048,557 15,799,172 A&R Voting Trust 30 Dec 2025
BlackRock, Inc. 8.9% $774,388,840 4,803,603 BlackRock, Inc. 31 Mar 2025
EARNEST PARTNERS LLC 4.9% $427,030,459 2,648,908 EARNEST PARTNERS LLC 31 Mar 2025
As of 30 Sep 2025 HOULIHAN LOKEY, INC. - Class A common stock, par value $0.001 per share (HLI) has 545 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 53,054,408 shares of 70,218,542 outstanding shares and own 76% of the company stock as of 30 Sep 2025.

Top 25 institutional shareholders of HOULIHAN LOKEY, INC. - Class A common stock, par value $0.001 per share (HLI) own 50% of the company based on 13F filings as of 30 Sep 2025

Filer Ownership Holdings Value Nb Shares Share Change %
BlackRock, Inc. 7.8% $1,131,458,854 5,510,709 -3.1%
VANGUARD GROUP INC 7.6% $1,089,259,969 5,305,182 +0.26%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4.2% $599,919,300 2,921,874 -2.8%
EARNEST PARTNERS LLC 3.4% $497,107,028 2,421,133 -2.1%
STATE STREET CORP 2.4% $352,124,416 1,715,003 -0.09%
FMR LLC 2% $294,621,627 1,434,939 -12%
WELLINGTON MANAGEMENT GROUP LLP 2% $281,843,380 1,372,703 -5.9%
GEODE CAPITAL MANAGEMENT, LLC 1.9% $273,892,181 1,333,792 +28%
Burgundy Asset Management Ltd. 1.7% $243,008,687 1,219,617 -0.52%
BAMCO INC /NY/ 1.6% $232,050,611 1,130,190 -1.4%
BANK OF AMERICA CORP /DE/ 1.4% $205,356,971 1,000,180 -4%
Capital Research Global Investors 1.4% $196,376,466 956,441 +20%
RAYMOND JAMES FINANCIAL INC 1.2% $172,869,155 841,949 -3.7%
Invesco Ltd. 1.2% $169,907,522 827,525 -2.3%
T. Rowe Price Investment Management, Inc. 1.1% $164,902,000 803,143 -24%
FIDUCIARY MANAGEMENT INC /WI/ 1.1% $153,544,866 747,832 -0.46%
SEI INVESTMENTS CO 1% $147,410,218 717,952 +4%
Thrivent Financial for Lutherans 1% $146,495,000 713,494 +76%
NEUBERGER BERMAN GROUP LLC 0.95% $136,688,933 665,736 -2.4%
JENNISON ASSOCIATES LLC 0.84% $120,952,553 589,093 +25%
Clearbridge Investments, LLC 0.82% $117,599,679 572,763 -1.2%
Capital International Investors 0.81% $117,218,009 570,904 -28%
MORGAN STANLEY 0.8% $114,832,568 559,284 -10%
NORTHERN TRUST CORP 0.76% $110,151,715 536,488 -0.36%
DIMENSIONAL FUND ADVISORS LP 0.74% $107,156,601 521,892 -5.9%

Institutional Holders of HOULIHAN LOKEY, INC. - Class A common stock, par value $0.001 per share (HLI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 262,262 $45,700,898 -$833,440 $174.19 5
2025 Q3 53,054,408 $10,881,047,681 -$404,684,245 $205.32 545
2025 Q2 55,151,304 $9,926,930,863 +$471,413,490 $179.95 544
2025 Q1 52,567,273 $8,487,221,576 -$175,836,513 $161.50 519
2024 Q4 53,481,100 $9,288,391,777 +$125,929,921 $173.66 503
2024 Q3 52,737,128 $8,356,934,923 -$99,592,807 $158.02 448
2024 Q2 53,333,998 $7,194,526,167 +$22,141,376 $134.86 415
2024 Q1 53,078,915 $6,803,573,184 -$98,566,173 $128.19 394
2023 Q4 53,816,334 $6,453,409,139 +$403,965,219 $119.91 390
2023 Q3 50,331,241 $5,391,902,100 +$66,749,158 $107.12 337
2023 Q2 49,999,017 $4,915,258,788 -$20,667,298 $98.31 328
2023 Q1 50,280,690 $4,398,588,932 +$33,932,140 $87.49 324
2022 Q4 49,889,582 $4,348,887,655 +$108,608,181 $87.16 331
2022 Q3 49,162,580 $3,706,845,402 -$89,549,535 $75.38 310
2022 Q2 48,933,633 $3,862,904,423 -$90,630,269 $78.93 315
2022 Q1 50,269,636 $4,417,926,892 -$10,590,207 $87.80 338
2021 Q4 50,337,924 $5,210,955,334 -$161,133,876 $103.52 339
2021 Q3 51,868,723 $4,776,625,765 -$70,664,023 $92.10 305
2021 Q2 52,647,519 $4,305,994,220 +$48,425,275 $81.79 299
2021 Q1 52,214,502 $3,472,965,278 +$85,260,027 $66.51 271
2020 Q4 50,756,040 $3,411,295,045 -$15,507,649 $67.23 280
2020 Q3 50,933,221 $3,006,423,684 +$28,939,553 $59.05 253
2020 Q2 50,481,616 $2,806,711,479 +$184,354,471 $55.64 270
2020 Q1 47,178,381 $2,460,606,379 +$143,478,505 $52.12 223
2019 Q4 44,244,819 $2,162,355,596 +$113,108,529 $48.87 183
2019 Q3 42,059,645 $1,896,707,843 +$794,215 $45.10 188
2019 Q2 42,099,598 $1,873,296,315 +$187,654,139 $44.53 183
2019 Q1 38,288,895 $1,754,568,442 +$191,726,412 $45.85 165
2018 Q4 34,239,648 $1,259,269,924 -$8,955,929 $36.80 157
2018 Q3 34,164,509 $1,533,997,661 +$335,471 $44.93 163
2018 Q2 33,914,144 $1,736,893,143 +$171,856,671 $51.22 189
2018 Q1 30,588,691 $1,364,251,987 +$218,687,558 $44.60 162
2017 Q4 26,738,613 $1,214,734,119 +$154,905,292 $45.43 148
2017 Q3 22,857,631 $894,461,217 +$52,187,965 $39.13 124
2017 Q2 21,571,011 $752,822,795 -$5,905,836 $34.90 113
2017 Q1 21,766,161 $749,838,577 +$341,600,007 $34.45 103
2016 Q4 12,573,303 $391,296,278 +$21,945,853 $31.12 88
2016 Q3 12,016,341 $300,980,771 +$2,016,864 $25.05 75
2016 Q2 11,994,481 $268,317,240 -$2,244,627 $22.37 71
2016 Q1 12,055,341 $300,153,312 -$4,478,157 $24.90 72
2015 Q4 12,166,923 $318,842,958 +$25,305,997 $26.21 68
2015 Q3 11,237,351 $244,974,854 +$244,974,854 $21.80 61