Jefferies Group's HLI Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 5,400 shares of Houlihan Lokey, Inc. (HLI) worth $775,548, representing 0.01% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in HLI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 6,633 shares. Largest reduction occurred in Q2 2025, reducing 6,641 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Houlihan Lokey (HLI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Houlihan Lokey (HLI) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +4,083 | Add 310.02% | 5,400 | $143.62 |
| Q4 2025 | -61 | Reduce 4.43% | 1,317 | $174.19 |
| Q3 2025 | +111 | Add 8.76% | 1,378 | $205.32 |
| Q2 2025 | -6,641 | Reduce 83.98% | 1,267 | $179.95 |
| Q1 2025 | +6,633 | Add 520.24% | 7,908 | $161.50 |
| Q4 2024 | -768 | Reduce 37.59% | 1,275 | $173.66 |
| Q3 2024 | +2,043 | New Buy | 2,043 | $158.02 |
| Q3 2023 | -5,393 | Sold Out | 0 | $0.00 |
| Q2 2023 | +5,393 | New Buy | 5,393 | $98.31 |
Jefferies Group's Houlihan Lokey Investment FAQs
Jefferies Group first purchased Houlihan Lokey, Inc. (HLI) in Q2 2023, acquiring 5,393 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Houlihan Lokey, Inc. (HLI) for 9 quarters since Q2 2023.
Jefferies Group's largest addition to Houlihan Lokey, Inc. (HLI) was in Q1 2025, adding 7,908 shares worth $1.28 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 5,400 shares of Houlihan Lokey, Inc. (HLI), valued at approximately $775,548.
As of the Q1 2026 filing, Houlihan Lokey, Inc. (HLI) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Houlihan Lokey, Inc. (HLI) was 7,908 shares, as reported at the end of Q1 2025.