HLI — HOULIHAN LOKEY INC

Ownership history in ALGERT GLOBAL LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which ALGERT GLOBAL LLC reported a position in HOULIHAN LOKEY INC (HLI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.13% (2018 Q2)
Avg. % of fund
0.06%
First filed
2018 Q1
Last filed
2025 Q3
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,026 -750 -11.1% 0.02% $1.2M $203.87
2025 Q2 REDUCED 6,776 -7,580 -52.8% 0.03% $1.2M $178.14
2025 Q1 UNCHANGED 14,356 — 0% 0.06% $2.3M $159.33
2024 Q4 REDUCED 14,356 -8,773 -37.9% 0.06% $2.5M $170.76
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    HLI price (monthly, adj. close)

Other funds also holding HLI

As of 2025 Q4 — sorted by position size

Montanaro Asset Management Ltd 3Y 4.74% BARLOW WEALTH PARTNERS, LLC 4.01% Franklin, Parlapiano, Turner & Welch, LLC 3Y 7Y 2.46% THOMAS STORY & SON LLC 3Y 7Y 2.23% WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 3Y 7Y 2.14% Wealth High Governance Capital Ltda 1.99% Van Berkom & Associates Inc. 3Y 7Y 1.9% EARNEST PARTNERS LLC 3Y 7Y 1.71% WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 3Y 1.54% FIDUCIARY MANAGEMENT INC /WI/ 3Y 7Y 1.34%
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