Jeremy Grantham's HLI Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 137,244 shares of Houlihan Lokey, Inc. (HLI) worth $19.71 M, representing 0.05% of the portfolio. First purchased in 2018-Q1, this medium-term investment has been held for 18 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in HLI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 114,695 shares. Largest reduction occurred in Q4 2024, reducing 115,845 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Houlihan Lokey (HLI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Houlihan Lokey (HLI) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +37,664 | Add 37.82% | 137,244 | $143.62 |
| Q4 2025 | -68,970 | Reduce 40.92% | 99,580 | $174.19 |
| Q3 2025 | -71,936 | Reduce 29.91% | 168,550 | $205.32 |
| Q2 2025 | +12,055 | Add 5.28% | 240,486 | $179.95 |
| Q1 2025 | +50,295 | Add 28.23% | 228,431 | $161.50 |
| Q4 2024 | -115,845 | Reduce 39.41% | 178,136 | $173.66 |
| Q3 2024 | +19,314 | Add 7.03% | 293,981 | $158.02 |
| Q2 2024 | -1,966 | Reduce 0.71% | 274,667 | $134.86 |
| Q1 2024 | +114,695 | Add 70.83% | 276,633 | $128.19 |
| Q4 2023 | -33,554 | Reduce 17.16% | 161,938 | $119.91 |
| Q3 2023 | +31,262 | Add 19.04% | 195,492 | $107.12 |
| Q1 2023 | +61,863 | Add 60.43% | 164,230 | $87.49 |
| Q4 2022 | +18,060 | Add 21.42% | 102,367 | $87.16 |
| Q3 2022 | +84,307 | New Buy | 84,307 | $75.38 |
| Q3 2018 | -9,700 | Sold Out | 0 | $0.00 |
| Q2 2018 | -4,300 | Reduce 30.71% | 9,700 | $51.24 |
| Q1 2018 | +14,000 | New Buy | 14,000 | $44.57 |
Jeremy Grantham's Houlihan Lokey Investment FAQs
Jeremy Grantham first purchased Houlihan Lokey, Inc. (HLI) in Q1 2018, acquiring 14,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Houlihan Lokey, Inc. (HLI) for 18 quarters since Q1 2018.
Jeremy Grantham's largest addition to Houlihan Lokey, Inc. (HLI) was in Q1 2024, adding 276,633 shares worth $35.46 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 137,244 shares of Houlihan Lokey, Inc. (HLI), valued at approximately $19.71 M.
As of the Q1 2026 filing, Houlihan Lokey, Inc. (HLI) represents approximately 0.05% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Houlihan Lokey, Inc. (HLI) was 293,981 shares, as reported at the end of Q3 2024.