# HOULIHAN LOKEY INC (HLI) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 441593100
Page URL: https://superinvestorclub.com/stock/HLI
Last updated: 2026-08-29T13:46:38.063Z

## Summary

As of the most recent 13F filing period, HOULIHAN LOKEY INC (HLI) is held by 3 tracked superinvestors with an aggregate position value of $35.0M representing 024452016007180 shares.

## Top institutional holders (3)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [John Rogers](https://superinvestorclub.com/manager/76) | Ariel Investments | 244520 | $32.8M | 0.33% | 2026-06-30 |
| 2 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 16007 | $2.1M | 0.01% | 2026-06-30 |
| 3 | [First Eagle](https://superinvestorclub.com/manager/21222) | First Eagle Investment Management | 180 | $24,144 | 0.00% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2024-06-30: 1 holders, $874,163 aggregate, 06482 shares
- 2024-09-30: 2 holders, $1.7M aggregate, 067494247 shares
- 2024-12-31: 2 holders, $1.8M aggregate, 062374297 shares
- 2025-03-31: 2 holders, $5.9M aggregate, 0322954197 shares
- 2025-06-30: 2 holders, $1.4M aggregate, 049962555 shares
- 2025-09-30: 1 holders, $862,755 aggregate, 04202 shares
- 2025-12-31: 2 holders, $1.4M aggregate, 045243598 shares
- 2026-03-31: 2 holders, $3.7M aggregate, 0205494875 shares
- 2026-06-30: 3 holders, $35.0M aggregate, 024452016007180 shares

## Recent congressional trades (6)

- 2026-03-03: Gilbert Cisneros (D-CA) purchase $1,001 - $15,000
- 2025-08-21: Michael McCaul (Republican-TX) sale $1,001 - $15,000
- 2025-06-04: Kelly Louise Morrison (D-MN) sale $1,001 - $15,000
- 2025-06-04: Kelly Morrison (Democrat-MN) sale $1,001 - $15,000
- 2025-04-09: Josh Gottheimer (Democrat-NJ) sale $1,001 - $15,000
- 2025-01-16: Michael McCaul (Republican-TX) sale $50,001 - $100,000

## Recent insider transactions (0)


## Citation

When citing, use: "HOULIHAN LOKEY INC (HLI) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/HLI), aggregating SEC 13F, Form 4, and congressional disclosures."