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Showing 8 of 27 quarters

Position history for FIDUCIARY MANAGEMENT INC /WI/FIDUCIARY MANAGEMENT INC /WI/'s holdings in HOULIHAN LOKEY INC

Yes. Fiduciary Management holds 938,411 shares of HLI (Houlihan Lokey), worth $125.9M, as of its Q2 2026 13F filing. It increased the position by 134,839 shares (+16.8%) from Q1 2026. Fiduciary Management has held HLI since Q4 2019, across 27 quarterly 13F filings. HLI is 1.8% of Fiduciary Management's reported 13F portfolio.

Current Value

$125.9M

Current Shares

938,411

Total Value Change

-$65.9M

Total Shares Change

-275,305

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
938,411
+16.8%
$125.9M1.8%$133.43
55
2026-Q1
Increased
803,572
+15.2%
$115.4M1.4%$142.16
54
2025-Q4
Decreased
697,293
-6.8%
$121.5M1.3%$171.79
0
2025-Q3
Decreased
747,832
-0.5%
$153.5M1.6%$201.80
0
2025-Q2
Decreased
751,325
-0.5%
$135.2M1.3%$176.33
0
2025-Q1
Decreased
754,941
-37.6%
$121.9M1.2%$157.71
0
2024-Q4
Decreased
1.2M
-0.4%
$210M2.0%$169.02
0
2024-Q3
Decreased
1.2M
-0.2%
$191.8M1.7%$153.34
0

Other major holders of HLI: BlackRock, Inc., VANGUARD GROUP INC

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