Houlihan Lokey (HLI) Superinvestor holders
23 of the superinvestors we track hold Houlihan Lokey (HLI) in their latest 13F filings, $696M in total.
Summary
The largest holder is Pat English (Fiduciary Management (FMI)), with $126M, 1.8% of the portfolio.
In their latest quarter: 2 opened a new position, 12 added, 9 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Pat English Fiduciary Management (FMI) |
Added | 938,411 | $126M | 1.8% | Q2 2026 |
| Ron Baron Baron Capital (BAMCO) |
Trimmed | 869,544 | $117M | 0.2% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
Added | 635,294 | $85M | 0.1% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | 486,239 | $65M | 0.0% | Q2 2026 |
| Jennison Associates | Trimmed | 382,195 | $51M | 0.0% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
Added | 290,765 | $39M | 0.0% | Q2 2026 |
| Paul Tudor Jones Tudor Investment Corp |
Added | 263,803 | $35M | 0.1% | Q2 2026 |
| David Vogel Voloridge Investment Management |
Added | 259,909 | $35M | 0.1% | Q2 2026 |
| John Rogers Ariel Investments |
New position | 244,520 | $33M | 0.3% | Q2 2026 |
| Fred DiSanto Ancora Holdings |
Trimmed | 214,346 | $29M | 0.6% | Q2 2026 |
| Jeremy Grantham GMO |
Added | 169,929 | $23M | 0.1% | Q2 2026 |
| Chuck Royce Royce Investment Partners |
Added | 110,802 | $14M | 0.1% | Q3 2026 |
| Two Sigma Two Sigma Investments |
Trimmed | 85,383 | $11M | 0.0% | Q2 2026 |
| Jim Simons Renaissance Technologies |
New position | 76,000 | $10M | 0.0% | Q2 2026 |
| Mark Donovan Boston Partners |
Added | 64,924 | $9M | 0.0% | Q2 2026 |
| Alan Howard Brevan Howard |
Added | 39,300 | $5M | 0.1% | Q2 2026 |
| Man Group Man Group plc |
Added | 23,907 | $3M | 0.0% | Q2 2026 |
| Ray Dalio Bridgewater Associates |
Trimmed | 16,007 | $2M | 0.0% | Q2 2026 |
| Ensign Peak Ensign Peak Advisors |
Trimmed | 11,657 | $2M | 0.0% | Q2 2026 |
| Ken Fisher Fisher Investments |
Trimmed | 7,222 | $912,426 | 0.0% | Q3 2026 |
| Peter Muller PDT Partners |
Added | 6,630 | $889,282 | 0.0% | Q2 2026 |
| Acadian Acadian Asset Management |
Trimmed | 1,124 | $142,000 | 0.0% | Q3 2026 |
| Jean-Marie Eveillard First Eagle Investment Management |
Trimmed | 90 | $12,072 | 0.0% | Q2 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 23 |
| Q1 2026 | 22 |
| Q4 2025 | 22 |
| Q3 2025 | 19 |
| Q2 2025 | 23 |
| Q1 2025 | 19 |
| Q4 2024 | 21 |
| Q3 2024 | 20 |
Questions about Houlihan Lokey
Which superinvestors own Houlihan Lokey?
23 of the superinvestors we track hold Houlihan Lokey (HLI) in their latest 13F filings, $696M in total. Pat English, Ron Baron, Hersh Cohen, Cliff Asness, Jennison Associates, David Shaw.
Who is the largest superinvestor holder of HLI?
The largest holder is Pat English (Fiduciary Management (FMI)), with $126M, 1.8% of the portfolio.
From Houlihan Lokey's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.