HLI — Houlihan Lokey Inc

Ownership history in Campbell & CO Investment Adviser LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Campbell & CO Investment Adviser 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
0.42% (2025 Q4)
Avg. % of fund
0.21%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 50,502 +30,353 +150.6% 0.42% $8.8M $173.55
2025 Q2 ADDED 20,149 +12,690 +170.1% 0.23% $3.6M $178.14
2024 Q4 REDUCED 7,459 -16,825 -69.3% 0.10% $1.3M $170.76
2023 Q4 ADDED 24,284 +19,230 +380.5% 0.26% $2.9M $116.13
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% 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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