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

Historical Holders from Q3 2015 to Q4 2025

Type / Class
Equity / Class A common stock, par value $0.001 per share
Symbol
HLI on NYSE
Shares outstanding
70,218,542
Price per share
$174.19
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
53,054,408
Total reported value
$10,881,047,681
% of total 13F portfolios
0.01%
Share change
-2,140,391
Value change
-$404,684,245
Avg buy value change
+0%
Avg sell value change
-0%
Number of holders
545
Price from insider filings
$174.17
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 filing 13F forms. They hold 53,054,408 shares. of 70,218,542 outstanding shares (76%) .

Top 25 institutional shareholders own 50% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
BlackRock, Inc. 7.8% 5,510,709 -3.1% 0.02% $1,131,458,854
VANGUARD GROUP INC 7.6% 5,305,182 +0.26% 0.02% $1,089,259,969
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4.2% 2,921,874 -2.8% 1.5% $599,919,300
EARNEST PARTNERS LLC 3.4% 2,421,133 -2.1% 2.2% $497,107,028
STATE STREET CORP 2.4% 1,715,003 -0.09% 0.01% $352,124,416
FMR LLC 2% 1,434,939 -12% 0.02% $294,621,627
WELLINGTON MANAGEMENT GROUP LLP 2% 1,372,703 -5.9% 0.05% $281,843,380
GEODE CAPITAL MANAGEMENT, LLC 1.9% 1,333,792 +28% 0.02% $273,892,181
Burgundy Asset Management Ltd. 1.7% 1,219,617 -0.52% 2.3% $243,008,687
BAMCO INC /NY/ 1.6% 1,130,190 -1.4% 0.62% $232,050,611
BANK OF AMERICA CORP /DE/ 1.4% 1,000,180 -4% 0.02% $205,356,971
Capital Research Global Investors 1.4% 956,441 +20% 0.04% $196,376,466
RAYMOND JAMES FINANCIAL INC 1.2% 841,949 -3.7% 0.06% $172,869,155
Invesco Ltd. 1.2% 827,525 -2.3% 0.03% $169,907,522
T. Rowe Price Investment Management, Inc. 1.1% 803,143 -24% 0.1% $164,902,000
FIDUCIARY MANAGEMENT INC /WI/ 1.1% 747,832 -0.46% 1.6% $153,544,866
SEI INVESTMENTS CO 1% 717,952 +4% 0.16% $147,410,218
Thrivent Financial for Lutherans 1% 713,494 +76% 0.29% $146,495,000
NEUBERGER BERMAN GROUP LLC 0.95% 665,736 -2.4% 0.1% $136,688,933
JENNISON ASSOCIATES LLC 0.84% 589,093 +25% 0.07% $120,952,553
Clearbridge Investments, LLC 0.82% 572,763 -1.2% 0.09% $117,599,679
Capital International Investors 0.81% 570,904 -28% 0.02% $117,218,009
MORGAN STANLEY 0.8% 559,284 -10% 0.01% $114,832,568
NORTHERN TRUST CORP 0.76% 536,488 -0.36% 0.01% $110,151,715
DIMENSIONAL FUND ADVISORS LP 0.74% 521,892 -5.9% 0.02% $107,156,601

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 689,082 $120,387,160 -$14,782,225 $174.19 20
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