HLI HOULIHAN LOKEY INC

Ownership history in MACQUARIE GROUP LTD  ·  41 quarters on record

AI Ownership Summary

MACQUARIE GROUP LTD reported HOULIHAN LOKEY INC (HLI) in 41 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.07% in 2025 Q3. The latest visible filing shows HLI at 0.07% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HLI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MACQUARIE GROUP LTD'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
2025 Q3

HLI was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2025 Q3

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 2025 Q3

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.

How MACQUARIE GROUP LTD held HLI — position size vs. price
% of Fund (quarterly)    HLI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 312,267 +179,585 +135.3% 0.07% $64.1M 2025-11-13 $179.06
2025 Q2 REDUCED 132,682 -27,667 -17.3% 0.03% $23.9M 2025-08-14 $192.20
2025 Q1 REDUCED 160,349 -956 -0.6% 0.03% $25.9M 2025-05-15 $177.67
2024 Q4 REDUCED 161,305 -24,261 -13.1% 0.03% $28.0M 2025-02-14 $175.29
2024 Q3 REDUCED 185,566 -86,993 -31.9% 0.03% $29.3M 2024-11-14 $180.46
2024 Q2 REDUCED 272,559 -59,254 -17.9% 0.04% $36.8M 2024-08-09 $146.39
2024 Q1 REDUCED 331,813 -23,556 -6.6% 0.05% $42.5M 2024-05-14 $133.06
2023 Q4 REDUCED 355,369 -17,803 -4.8% 0.05% $42.6M 2024-02-14 $124.59
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MACQUARIE GROUP LTD and HLI

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

How long has MACQUARIE GROUP LTD reported owning HLI?

MACQUARIE GROUP LTD reported HLI across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported HLI position in MACQUARIE GROUP LTD's portfolio?

The largest reported portfolio weight for HLI was 0.07% in 2025 Q3.

What is the latest reported HLI position on this page?

The most recent filing on this page is 2025 Q3, when MACQUARIE GROUP LTD reported 312,267 shares, equal to 0.07% of portfolio, with an estimated market value of $64.1M.

What does the chart on this HLI ownership page compare?

The chart compares MACQUARIE GROUP LTD'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.

← Back to MACQUARIE GROUP LTD Holdings