O'SHAUGHNESSY ASSET MANAGEMENT, LLC - HOULIHAN LOKEY INC ownership

HOULIHAN LOKEY INC's ticker is HLI and the CUSIP is 441593100. A total of 319 filers reported holding HOULIHAN LOKEY INC in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.1%.

Quarter-by-quarter ownership
O'SHAUGHNESSY ASSET MANAGEMENT, LLC ownership history of HOULIHAN LOKEY INC
ValueSharesWeighting
Q3 2023$844,213
+17.5%
7,881
+7.8%
0.01%
+18.2%
Q2 2023$718,646
+8.2%
7,310
-3.7%
0.01%
+10.0%
Q1 2023$664,399
-9.1%
7,594
-9.5%
0.01%
-16.7%
Q4 2022$731,185
+30.8%
8,389
+13.1%
0.01%
+9.1%
Q3 2022$559,000
+4.5%
7,420
+9.4%
0.01%
+10.0%
Q2 2022$535,000
-18.7%
6,782
-9.6%
0.01%
-9.1%
Q1 2022$658,000
-33.9%
7,499
-22.1%
0.01%
-38.9%
Q4 2021$996,000
-11.7%
9,623
-21.3%
0.02%
-21.7%
Q3 2021$1,128,000
+18.7%
12,227
+5.3%
0.02%
+21.1%
Q2 2021$950,000
+16.6%
11,615
-5.3%
0.02%
+5.6%
Q1 2021$815,000
-8.9%
12,264
-7.9%
0.02%
-25.0%
Q4 2020$895,000
-27.8%
13,314
-36.4%
0.02%
-35.1%
Q3 2020$1,240,000
+12.1%
20,949
+5.5%
0.04%
+8.8%
Q2 2020$1,106,000
+6812.5%
19,856
+6284.6%
0.03%
+3300.0%
Q1 2020$16,000311
+31000.0%
0.00%
Q2 2019$0
-100.0%
1
-100.0%
0.00%
-100.0%
Q4 2018$1,120,000
-29.8%
30,394
-15.1%
0.03%
-15.2%
Q3 2018$1,595,000
-12.7%
35,780
-0.2%
0.03%
-15.4%
Q2 2018$1,826,000
+15.0%
35,846
+0.7%
0.04%
+11.4%
Q1 2018$1,588,000
+66.8%
35,605
+69.9%
0.04%
+59.1%
Q4 2017$952,000
+70.9%
20,956
+47.3%
0.02%
+69.2%
Q3 2017$557,000
+0.9%
14,224
-10.1%
0.01%0.0%
Q2 2017$552,000
+203.3%
15,830
+200.3%
0.01%
+225.0%
Q1 2017$182,0005,2710.00%
Other shareholders
HOULIHAN LOKEY INC shareholders Q1 2023
NameSharesValueWeighting ↓
Van Berkom & Associates Inc. 740,941$65,055,0002.33%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 40,633$3,568,0002.12%
Franklin, Parlapiano, Turner & Welch, LLC 80,331$7,053,0002.10%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 283,080$24,854,0001.85%
EARNEST PARTNERS LLC 3,519,698$309,029,0001.83%
Weil Company, Inc. 34,535$3,032,0001.52%
Paragon Advisors, LLC 41,020$3,602,0001.51%
West Coast Financial LLC 111,655$9,803,0001.51%
Burgundy Asset Management Ltd. 1,587,860$139,414,0001.48%
Spectrum Management Group, LLC 100,005$8,780,0001.39%
View complete list of HOULIHAN LOKEY INC shareholders