BARLOW WEALTH PARTNERS, LLC HLI — HOULIHAN LOKEY INC

Ownership history in BARLOW WEALTH PARTNERS, LLC  ·  10 quarters on record

AI Ownership Summary

BARLOW WEALTH PARTNERS, LLC reported HOULIHAN LOKEY INC (HLI) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.51% in 2025 Q2. The latest visible filing shows HLI at 3.70% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HLI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BARLOW WEALTH PARTNERS, LLC's position in HOULIHAN LOKEY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HLI was reported at 3.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.51% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HLI stock page BARLOW WEALTH PARTNERS, LLC fund profile BARLOW WEALTH PARTNERS, LLC full holdings
How BARLOW WEALTH PARTNERS, LLC held HLI — position size vs. price
% of Fund (quarterly)    HLI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 205,159 +772 +0.4% 3.70% $33.3M 2026-04-21 $160.87
2025 Q4 ADDED — — — 204,387 +1,254 +0.6% 4.01% $37.2M 2026-01-15 $189.08
2025 Q3 REDUCED — — — 203,133 -2,445 -1.2% 4.39% $39.4M 2025-11-03 $176.81
2025 Q2 ADDED — — — 205,578 +1,764 +0.9% 4.51% $37.7M 2025-07-29 $189.78
2025 Q1 ADDED — — — 203,814 +2,164 +1.1% 4.26% $32.5M 2025-04-28 $159.04
2024 Q4 ADDED — — — 201,650 +21,305 +11.8% 4.47% $35.4M 2025-01-17 $178.17
2024 Q3 ADDED — — — 180,345 +3,164 +1.8% 3.79% $29.0M 2024-10-08 $160.63
2024 Q2 ADDED — — — 177,181 +3,575 +2.1% 3.50% $25.3M 2024-07-31 $146.76
2024 Q1 ADDED — — — 173,606 +4,839 +2.9% 2.95% $21.7M 2024-04-18 $119.03
2023 Q4 INITIATED — — — 168,767 — — 2.88% $20.2M 2024-02-06 $120.27

🏢 Other funds also holding HLI

As of 2026 Q1 — sorted by position size

Franklin, Parlapiano, Turner & Welch, LLC 3Y 7Y 2.0% GHP Investment Advisors, Inc. 3Y 7Y 0.7% Weil Company, Inc. 3Y 7Y 0.67% ATWOOD & PALMER INC 3Y 7Y 0.59% Stegent Equity Advisors, Inc. 3Y 0.56% Yorktown Management & Research Co Inc 3Y 7Y 0.46% J2 Capital Management Inc 3Y 0.45% Faithward Advisors, LLC 3Y 0.4% VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 3Y 7Y 0.36% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.24%

FAQ About BARLOW WEALTH PARTNERS, LLC and HLI

These are the practical questions this page is built to answer before you even open the full history table.

How long has BARLOW WEALTH PARTNERS, LLC reported owning HLI?

BARLOW WEALTH PARTNERS, LLC reported HLI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported HLI position in BARLOW WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for HLI was 4.51% in 2025 Q2.

What is the latest reported HLI position on this page?

The most recent filing on this page is 2026 Q1, when BARLOW WEALTH PARTNERS, LLC reported 205,159 shares, equal to 3.70% of portfolio, with an estimated market value of $33.3M.

What does the chart on this HLI ownership page compare?

The chart compares BARLOW WEALTH PARTNERS, LLC's quarterly HLI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BARLOW WEALTH PARTNERS, LLC time their HLI position?

Based on 13F filing dates vs. subsequent HLI price moves, BARLOW WEALTH PARTNERS, LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on HLI relative to SPY over the holding period was -0.4%.

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