Burgundy Asset Management’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $243M | Sell |
1,219,617
-6,349
| -0.5% | -$1.24M | 2.29% | 7 |
|
|
2025
Q2 | $221M | Buy |
1,225,966
+36,144
| +3% | +$6.07M | 2.15% | 8 |
|
|
2025
Q1 | $192M | Sell |
1,189,822
-62,009
| -5% | -$10.7M | 1.99% | 12 |
|
|
2024
Q4 | $217M | Buy |
1,251,831
+20,354
| +2% | +$3.58M | 2.2% | 10 |
|
|
2024
Q3 | $195M | Buy |
1,231,477
+35,527
| +3% | +$5.31M | 1.93% | 14 |
|
|
2024
Q2 | $161M | Sell |
1,195,950
-304,066
| -20% | -$39.8M | 1.7% | 21 |
|
|
2024
Q1 | $192M | Sell |
1,500,016
-214,464
| -13% | -$26.5M | 1.98% | 14 |
|
|
2023
Q4 | $206M | Buy |
1,714,480
+46,443
| +3% | +$5.04M | 2.28% | 11 |
|
|
2023
Q3 | $179M | Buy |
1,668,037
+37,551
| +2% | +$3.87M | 2.19% | 12 |
|
|
2023
Q2 | $160M | Buy |
1,630,486
+40,710
| +3% | +$3.68M | 1.89% | 18 |
|
|
2023
Q1 | $139M | Buy |
1,589,776
+12,685
| +0.8% | +$1.19M | 1.72% | 21 |
|
|
2022
Q4 | $137M | Sell |
1,577,091
-6,772
| -0.4% | -$609K | 1.78% | 20 |
|
|
2022
Q3 | $119M | Sell |
1,583,863
-41,681
| -3% | -$3.38M | 1.66% | 22 |
|
|
2022
Q2 | $128M | Buy |
1,625,544
+37,684
| +2% | +$3.15M | 1.61% | 22 |
|
|
2022
Q1 | $139M | Sell |
1,587,860
-47,252
| -3% | -$4.86M | 1.48% | 26 |
|
|
2021
Q4 | $169M | Buy |
1,635,112
+19,253
| +1% | +$2.06M | 1.65% | 25 |
|
|
2021
Q3 | $149M | Buy |
1,615,859
+32,211
| +2% | +$2.82M | 1.46% | 24 |
|
|
2021
Q2 | $130M | Sell |
1,583,648
-16,952
| -1% | -$1.23M | 1.26% | 27 |
|
|
2021
Q1 | $106M | Buy |
1,600,600
+2,430
| +0.2% | +$164K | 1.08% | 33 |
|
|
2020
Q4 | $107M | Buy |
1,598,170
+62,747
| +4% | +$4.07M | 1.18% | 30 |
|
|
2020
Q3 | $90.7M | Buy |
1,535,423
+136,024
| +10% | +$7.8M | 1.03% | 36 |
|
|
2020
Q2 | $77.9M | Buy |
1,399,399
+12,163
| +0.9% | +$709K | 0.91% | 44 |
|
|
2020
Q1 | $72.3M | Buy |
1,387,236
+318,169
| +30% | +$16.5M | 0.98% | 40 |
|
|
2019
Q4 | $52.2M | Buy |
1,069,067
+125,918
| +13% | +$5.94M | 0.51% | 52 |
|
|
2019
Q3 | $42.5M | Buy |
943,149
+7,300
| +0.8% | +$323K | 0.42% | 58 |
|
|
2019
Q2 | $41.7M | Sell |
935,849
-9,245
| -1% | -$432K | 0.42% | 56 |
|
|
2019
Q1 | $43.3M | Sell |
945,094
-122,506
| -11% | -$5.41M | 0.45% | 58 |
|
|
2018
Q4 | $39.3M | Buy |
1,067,600
+6,530
| +0.6% | +$266K | 0.42% | 58 |
|
|
2018
Q3 | $47.7M | Sell |
1,061,070
-65,120
| -6% | -$3.16M | 0.44% | 55 |
|
|
2018
Q2 | $57.7M | Sell |
1,126,190
-79,097
| -7% | -$3.78M | 0.56% | 54 |
|
|
2018
Q1 | $53.8M | Sell |
1,205,287
-3,167
| -0.3% | -$150K | 0.5% | 52 |
|
|
2017
Q4 | $54.9M | Buy |
1,208,454
+27,987
| +2% | +$1.2M | 0.5% | 53 |
|
|
2017
Q3 | $46.2M | Sell |
1,180,467
-47,716
| -4% | -$1.74M | 0.44% | 61 |
|
|
2017
Q2 | $42.9M | Sell |
1,228,183
-10,635
| -0.9% | -$361K | 0.41% | 60 |
|
|
2017
Q1 | $42.7M | Sell |
1,238,818
-146,676
| -11% | -$4.68M | 0.42% | 60 |
|
|
2016
Q4 | $43.1M | Buy |
1,385,494
+25,941
| +2% | +$704K | 0.41% | 61 |
|
|
2016
Q3 | $34.1M | Buy |
1,359,553
+253
| +0% | +$6.1K | 0.34% | 63 |
|
|
2016
Q2 | $30.4M | Sell |
1,359,300
-3,685
| -0.3% | -$88.8K | 0.3% | 68 |
|
|
2016
Q1 | $33.9M | Buy |
1,362,985
+23,385
| +2% | +$568K | 0.35% | 68 |
|
|
2015
Q4 | $35.1M | Buy |
1,339,600
+329,615
| +33% | +$7.52M | 0.38% | 65 |
|
|
2015
Q3 | $22M | Buy |
+1,009,985
| New | +$22.1M | 0.25% | 68 |
|
Other funds holding HLI
Burgundy Asset Management's HLI Position: Q3 2025 in Review
Burgundy Asset Management reduced its Houlihan Lokey (HLI) stake by 0.52% in Q3 2025, selling an estimated $1.24M and leaving 1,219,617 shares worth $243M. The position accounts for 2.29% of the portfolio, ranked #7.
Burgundy Asset Management first reported a position in HLI in Q3 2015 and has held it in 41 quarters since. 551 funds tracked by Wall St. Rank hold HLI as of Q3 2025.
- Burgundy Asset Management held 1,219,617 shares of Houlihan Lokey worth $243M as of Q3 2025.
- Burgundy Asset Management sold 6,349 Houlihan Lokey shares in Q3 2025, an estimated $1.24M.
- Houlihan Lokey made up 2.29% of Burgundy Asset Management's portfolio in Q3 2025, its #7 holding.
- Burgundy Asset Management first reported a position in Houlihan Lokey in Q3 2015 and has held it in 41 quarters since.
- 551 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2025.
Based on Burgundy Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.