Ticker · CUSIP 441593100

HLI

HOULIHAN LOKEY INC
Financial Services·Capital Markets
···Share
Holders (tracked)
16
Combined shares
4,323,374
Combined value
$725.10M
Last close
$158.78
Quarter
2025Q4
Tracked holders · last 8 quarters
+3 vs previous quarter over the last 8.
16112024Q12025Q4
Price is -5.3% vs the avg quarter-end implied price across tracked holders.

SEC event timeline

28 events
  1. Ron Baron (Baron Capital / BAMCO) trimmed2026-02-17
    −6,239 shares · 2025Q4
    13F
  2. Ken Griffin (Citadel Advisors) trimmed2026-02-17
    −5,182 shares · 2025Q4
    13F
  3. D.E. Shaw & Co. added2026-02-17
    +145,146 shares · 2025Q4
    13F
  4. AQR Capital Management added2026-02-17
    +145,454 shares · 2025Q4
    13F
  5. Two Sigma Investments exited2026-02-17
    −5,474 shares · 2025Q4
    13F
  6. Steve Cohen (Point72) opened position2026-02-17
    +115,238 shares · 2025Q4
    13F
  7. T. Rowe Price trimmed2026-02-17
    −168,623 shares · 2025Q4
    13F
  8. Wellington Management trimmed2026-02-17
    −88,890 shares · 2025Q4
    13F
  9. Jeremy Grantham (GMO) trimmed2026-02-17
    −68,970 shares · 2025Q4
    13F
  10. Paul Tudor Jones (Tudor Investment) opened position2026-02-17
    +126,977 shares · 2025Q4
    13F
  11. Izzy Englander (Millennium Mgmt) added2026-02-17
    +15,446 shares · 2025Q4
    13F
  12. Ray Dalio (Bridgewater Associates) opened position2026-02-13
    +3,598 shares · 2025Q4
    13F
  13. Renaissance Technologies trimmed2026-02-12
    −155,600 shares · 2025Q4
    13F
  14. Norges Bank (Norway SWF) opened position2026-02-10
    +662,940 shares · 2025Q4
    13F
  15. First Eagle Investment Management added2026-02-04
    +322 shares · 2025Q4
    13F
  16. Paul Tudor Jones (Tudor Investment) exited2025-12-09
    −57,122 shares · 2025Q3
    13F
  17. AQR Capital Management added2025-11-14
    +102,490 shares · 2025Q3
    13F
  18. Izzy Englander (Millennium Mgmt) trimmed2025-11-14
    −20,881 shares · 2025Q3
    13F
  19. Two Sigma Investments trimmed2025-11-14
    −65,833 shares · 2025Q3
    13F
  20. D.E. Shaw & Co. trimmed2025-11-14
    −1,859 shares · 2025Q3
    13F
  21. T. Rowe Price added2025-11-14
    +291,442 shares · 2025Q3
    13F
  22. Wellington Management trimmed2025-11-14
    −86,514 shares · 2025Q3
    13F
  23. Ron Baron (Baron Capital / BAMCO) trimmed2025-11-14
    −15,953 shares · 2025Q3
    13F
  24. Norges Bank (Norway SWF) exited2025-11-13
    −704,214 shares · 2025Q3
    13F
  25. Jeremy Grantham (GMO) trimmed2025-11-13
    −71,936 shares · 2025Q3
    13F
  26. Renaissance Technologies trimmed2025-11-13
    −73,400 shares · 2025Q3
    13F
  27. First Eagle Investment Management trimmed2025-11-12
    −794 shares · 2025Q3
    13F
  28. Norges Bank (Norway SWF) trimmed2025-11-12
    −62,368 shares · 2024Q3
    13F

Insider activity

No insider transactions in the last 30 days.
View full insider history for HLI →
Follow-the-investor returns
If you'd copied each holder of HLI…
Cost basis inferred from 13F share-delta history. Sorted by % return on the position they're still holding.
InvestorFirst inCost basisReturnPosition value today
T. Rowe Price2016Q1$2.19+7138.2%$25.5M
Ron Baron (Baron Capital / BAMCO)2017Q4$46.69+240.1%$178.5M
Wellington Management2018Q1$103.42+53.5%$203.8M
Jeremy Grantham (GMO)2018Q1$109.60+44.9%$15.8M
Ray Dalio (Bridgewater Associates)2023Q3$110.37+43.9%$571K
Steve Cohen (Point72)2020Q1$136.70+16.2%$18.3M
Izzy Englander (Millennium Mgmt)2016Q1$140.29+13.2%$17.3M
First Eagle Investment Management2021Q2$158.63+0.1%$718K
Renaissance Technologies2016Q3$166.33-4.5%$1.1M
Paul Tudor Jones (Tudor Investment)2018Q1$166.82-4.8%$20.2M
D.E. Shaw & Co.2016Q1$172.94-8.2%$23.5M
AQR Capital Management2017Q1$181.42-12.5%$60.3M
Ken Griffin (Citadel Advisors)2016Q1$181.62-12.6%$2.3M
Ken Griffin (Citadel Advisors)2016Q1$181.62-12.6%$2.3M
Ken Griffin (Citadel Advisors)2016Q1$181.62-12.6%$2.3M
Norges Bank (Norway SWF)2016Q1$2030.29-92.2%$105.3M

Who moved on this name in 2025Q4

13F transactions reported for the latest quarter, grouped by direction.
New positions4
Added to4
Trimmed6
Exited1

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.
QuarterHoldersCombined value
2022Q1
13
$39.57B
2022Q2
13
$37.25B
2022Q3
15
$36.0M
2022Q4
14
$594.5M
2023Q1
12
$579.3M
2023Q2
12
$782.4M
2023Q3
13
$595.2M
2023Q4
13
$893.1M
2024Q1
11
$1.18B
2024Q2
14
$1.33B
2024Q3
16
$708.8M
2024Q4
15
$428.3M
2025Q1
14
$537.0M
2025Q2
15
$770.0M
2025Q3
13
$669.8M
2025Q4
16
$725.1M
Congress members trading this stock
DateMemberTypeAmount rangeFiling
2026-03-03Gilbert CisnerosBuy$1K – $15KPDF ↗
2025-06-04Kelly Louise MorrisonSell$1K – $15KPDF ↗
2025-04-09Josh GottheimerSell (P)$1K – $15KPDF ↗

Who owns HLI

16 super-investors · 2025Q4
Tracked stake
4.32M
shares
Combined value
$725M
% of shares outstanding
—
shares-out unknown
Quarter action mix
New4Added4Trim8
#ManagerSharesValue
1Wellington Management1.28M$224M
2Ron Baron
Baron Capital / BAMCO
1.12M$196M
3Norges Bank
Norway SWF
662.9K$115M
4AQR Capital Management379.5K$66M
5D.E. Shaw & Co.148.2K$26M
6Paul Tudor Jones
Tudor Investment
127.0K$22M
7Steve Cohen
Point72
115.2K$20M
8Izzy Englander
Millennium Mgmt
108.9K$19M
9Jeremy Grantham
GMO
99.6K$17M
10Ken Griffin
Citadel Advisors
67.1K$12M
11Ken Griffin
Citadel Advisors
16.3K$3M
12Ken Griffin
Citadel Advisors
14.8K$3M
13Renaissance Technologies7.1K$1M
14First Eagle Investment Management4.5K$788K
15Ray Dalio
Bridgewater Associates
3.6K$627K
16T. Rowe Price160.8K$28K

Recent moves

20 transactions
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