Ray Dalio's HLI Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 20,549 shares of Houlihan Lokey, Inc. (HLI) worth $2.95 M, representing 0.01% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in HLI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 16,951 shares. Largest reduction occurred in Q1 2024, reducing 14,377 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Houlihan Lokey (HLI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Houlihan Lokey (HLI) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +16,951 | Add 471.12% | 20,549 | $143.62 |
| Q4 2025 | +3,598 | New Buy | 3,598 | $174.19 |
| Q1 2025 | -6,237 | Sold Out | 0 | $0.00 |
| Q4 2024 | -512 | Reduce 7.59% | 6,237 | $173.66 |
| Q3 2024 | +267 | Add 4.12% | 6,749 | $158.02 |
| Q2 2024 | +6,482 | New Buy | 6,482 | $134.86 |
| Q1 2024 | -14,377 | Sold Out | 0 | $0.00 |
| Q4 2023 | +1,443 | Add 11.16% | 14,377 | $119.91 |
| Q3 2023 | +12,934 | New Buy | 12,934 | $107.12 |
Ray Dalio's Houlihan Lokey Investment FAQs
Ray Dalio first purchased Houlihan Lokey, Inc. (HLI) in Q3 2023, acquiring 12,934 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Houlihan Lokey, Inc. (HLI) for 9 quarters since Q3 2023.
Ray Dalio's largest addition to Houlihan Lokey, Inc. (HLI) was in Q1 2026, adding 20,549 shares worth $2.95 M.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 20,549 shares of Houlihan Lokey, Inc. (HLI), valued at approximately $2.95 M.
As of the Q1 2026 filing, Houlihan Lokey, Inc. (HLI) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Houlihan Lokey, Inc. (HLI) was 20,549 shares, as reported at the end of Q1 2026.