Chuck Royce's HLI Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 36,679 shares of Houlihan Lokey, Inc. (HLI) worth $5.27 M, representing 0.05% of the portfolio. First purchased in 2016-Q3, this long-term strategic position has been held for 39 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in HLI, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2016, adding 922,500 shares. Largest reduction occurred in Q2 2017, reducing 389,812 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Houlihan Lokey (HLI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Houlihan Lokey (HLI) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -11,622 | Reduce 24.06% | 36,679 | $143.62 |
| Q4 2025 | -4,941 | Reduce 9.28% | 48,301 | $174.19 |
| Q3 2025 | -21,223 | Reduce 28.50% | 53,242 | $205.32 |
| Q2 2025 | -2,549 | Reduce 3.31% | 74,465 | $179.95 |
| Q1 2025 | -22,154 | Reduce 22.34% | 77,014 | $161.50 |
| Q4 2024 | -23,288 | Reduce 19.02% | 99,168 | $173.66 |
| Q3 2024 | -27,226 | Reduce 18.19% | 122,456 | $158.02 |
| Q2 2024 | -10,847 | Reduce 6.76% | 149,682 | $134.86 |
| Q1 2024 | -48,105 | Reduce 23.06% | 160,529 | $128.19 |
| Q4 2023 | -57,542 | Reduce 21.62% | 208,634 | $119.91 |
| Q3 2023 | +29,737 | Add 12.58% | 266,176 | $107.12 |
| Q2 2023 | -9,000 | Reduce 3.67% | 236,439 | $98.31 |
| Q1 2023 | +30,700 | Add 14.30% | 245,439 | $87.49 |
| Q4 2022 | +40,425 | Add 23.19% | 214,739 | $87.16 |
| Q3 2022 | -56,946 | Reduce 24.62% | 174,314 | $75.38 |
| Q2 2022 | +31,163 | Add 15.57% | 231,260 | $78.93 |
| Q1 2022 | -9,279 | Reduce 4.43% | 200,097 | $87.80 |
| Q4 2021 | -137,913 | Reduce 39.71% | 209,376 | $103.52 |
| Q3 2021 | -175,846 | Reduce 33.61% | 347,289 | $92.10 |
| Q2 2021 | -68,926 | Reduce 11.64% | 523,135 | $81.79 |
| Q1 2021 | +60,994 | Add 11.49% | 592,061 | $66.51 |
| Q4 2020 | +21,350 | Add 4.19% | 531,067 | $67.23 |
| Q3 2020 | -184,260 | Reduce 26.55% | 509,717 | $59.05 |
| Q2 2020 | -126,144 | Reduce 15.38% | 693,977 | $55.64 |
| Q1 2020 | -126,973 | Reduce 13.41% | 820,121 | $52.12 |
| Q4 2019 | -41,124 | Reduce 4.16% | 947,094 | $48.87 |
| Q3 2019 | +405,069 | Add 69.46% | 988,218 | $45.10 |
| Q2 2019 | -232,830 | Reduce 28.53% | 583,149 | $44.53 |
| Q1 2019 | -136,701 | Reduce 14.35% | 815,979 | $45.85 |
| Q4 2018 | +226,952 | Add 31.27% | 952,680 | $36.80 |
| Q3 2018 | +169,558 | Add 30.49% | 725,728 | $44.93 |
| Q2 2018 | -15,600 | Reduce 2.73% | 556,170 | $51.22 |
| Q1 2018 | -160,400 | Reduce 21.91% | 571,770 | $44.60 |
| Q4 2017 | -178,999 | Reduce 19.64% | 732,170 | $45.43 |
| Q3 2017 | -327,867 | Reduce 26.46% | 911,169 | $39.13 |
| Q2 2017 | -389,812 | Reduce 23.93% | 1.24 M | $34.90 |
| Q1 2017 | +395,001 | Add 32.01% | 1.63 M | $34.45 |
| Q4 2016 | +922,500 | Add 296.29% | 1.23 M | $31.12 |
| Q3 2016 | +311,347 | New Buy | 311,347 | $25.05 |
Chuck Royce's Houlihan Lokey Investment FAQs
Chuck Royce first purchased Houlihan Lokey, Inc. (HLI) in Q3 2016, acquiring 311,347 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Houlihan Lokey, Inc. (HLI) for 39 quarters since Q3 2016.
Chuck Royce's largest addition to Houlihan Lokey, Inc. (HLI) was in Q4 2016, adding 1,233,847 shares worth $38.4 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 36,679 shares of Houlihan Lokey, Inc. (HLI), valued at approximately $5.27 M.
As of the Q1 2026 filing, Houlihan Lokey, Inc. (HLI) represents approximately 0.05% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Houlihan Lokey, Inc. (HLI) was 1,628,848 shares, as reported at the end of Q1 2017.