Houlihan Lokey, Inc.

Historical 13F Holders

Symbol
HLI
CUSIP
441593100
All holders as of
Q2 2026
Type
Equity
Class
CL A
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 441593100 since 12/18/2024, largest first.

Filer % of Class Filed
HL Voting Trust 13D/A
22.9% 8/28/2025
Event 8/26/2025
Scott Joseph Adelson 13D/A
22.5% 1/2/2026
Event 12/30/2025
BlackRock, Inc. 13G/A 8.9% 4/17/2025
Event 3/31/2025
Vanguard Capital Management LLC 13G 5.2% 4/30/2026
Event 3/31/2026
Vanguard Portfolio Management LLC 13G 5.1% 4/29/2026
Event 3/31/2026
Under 5%, checked the "5 percent or less" box, or amended by a later filing (3)
Earnest Partners LLC 13G/A 4.9% 5/15/2025
Event 3/31/2025
Kayne Anderson Rudnick Investment Management, LLC 13G/A 4.9% 5/14/2026
Event 3/31/2026
Vanguard Group Inc 13G/A 0% 3/27/2026
Event 3/13/2026

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 23 600 k $75.8 M
2026 Q2 531 64.8 M $7.48 B
2026 Q1 557 55.3 M $7.78 B
2025 Q4 592 54.8 M $9.35 B
2025 Q3 570 54.4 M $10.9 B
2025 Q2 561 55.3 M $9.96 B
2025 Q1 541 53.3 M $8.61 B
2024 Q4 520 53.5 M $9.29 B
2024 Q3 462 53.0 M $8.40 B
2024 Q2 430 54.0 M $7.28 B
2024 Q1 413 54.7 M $7.01 B
2023 Q4 405 55.1 M $6.66 B
2023 Q3 346 50.4 M $5.40 B
2023 Q2 340 50.0 M $4.92 B
2023 Q1 339 50.4 M $4.41 B
2022 Q4 344 51.0 M $4.44 B
2022 Q3 332 49.2 M $3.71 B
2022 Q2 332 49.0 M $3.86 B
2022 Q1 357 50.4 M $4.43 B
2021 Q4 359 50.4 M $5.22 B
2021 Q3 319 51.9 M $4.78 B
2021 Q2 311 52.7 M $4.31 B
2021 Q1 285 52.2 M $3.47 B
2020 Q4 306 52.7 M $3.54 B
2020 Q3 266 50.9 M $3.01 B
2020 Q2 286 50.6 M $2.81 B
2020 Q1 237 47.4 M $2.47 B
2019 Q4 195 44.8 M $2.19 B
2019 Q3 203 42.1 M $1.90 B
2019 Q2 199 42.9 M $1.91 B
2019 Q1 177 38.5 M $1.76 B
2018 Q4 167 35.4 M $1.30 B
2018 Q3 180 35.0 M $1.57 B
2018 Q2 199 34.5 M $1.76 B
2018 Q1 173 30.7 M $1.37 B
2017 Q4 157 26.7 M $1.21 B
2017 Q3 128 22.9 M $894 M
2017 Q2 116 21.6 M $753 M
2017 Q1 106 21.9 M $754 M
2016 Q4 91 12.6 M $393 M
2016 Q3 79 12.0 M $301 M
2016 Q2 74 12.5 M $279 M
2016 Q1 75 12.1 M $300 M
2015 Q4 73 12.2 M $321 M
2015 Q3 63 11.3 M $246 M