John Rogers's HLI Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 244,520 shares of Houlihan Lokey, Inc. (HLI) worth $32.8 M, representing 0.33% of the portfolio. First purchased in 2016-Q1, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, John Rogers has maintained a strategic position in HLI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2017, adding 521,765 shares. Largest reduction occurred in Q1 2020, reducing 337,020 shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's Houlihan Lokey (HLI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Houlihan Lokey (HLI) Trades by John Rogers
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +244,520 | New Buy | 244,520 | $134.13 |
| Q4 2022 | -144,158 | Sold Out | 0 | $0.00 |
| Q3 2022 | +1,846 | Add 1.30% | 144,158 | $75.38 |
| Q2 2022 | +16,195 | Add 12.84% | 142,312 | $78.93 |
| Q1 2022 | +776 | Add 0.62% | 126,117 | $87.80 |
| Q4 2021 | -184,468 | Reduce 59.54% | 125,341 | $103.52 |
| Q3 2021 | -95,894 | Reduce 23.64% | 309,809 | $92.10 |
| Q2 2021 | +7,266 | Add 1.82% | 405,703 | $81.79 |
| Q1 2021 | +206 | Add 0.05% | 398,437 | $66.51 |
| Q4 2020 | -123,926 | Reduce 23.73% | 398,231 | $67.23 |
| Q3 2020 | -12,622 | Reduce 2.36% | 522,157 | $59.05 |
| Q2 2020 | -209,078 | Reduce 28.11% | 534,779 | $55.64 |
| Q1 2020 | -337,020 | Reduce 31.18% | 743,857 | $52.12 |
| Q4 2019 | -12,845 | Reduce 1.17% | 1.08 M | $48.87 |
| Q3 2019 | +4,605 | Add 0.42% | 1.09 M | $45.10 |
| Q2 2019 | -288,229 | Reduce 20.93% | 1.09 M | $44.53 |
| Q1 2019 | -76,055 | Reduce 5.23% | 1.38 M | $45.85 |
| Q4 2018 | +64,780 | Add 4.67% | 1.45 M | $36.80 |
| Q3 2018 | -98,485 | Reduce 6.62% | 1.39 M | $44.93 |
| Q2 2018 | -23,009 | Reduce 1.52% | 1.49 M | $51.22 |
| Q1 2018 | -22,921 | Reduce 1.50% | 1.51 M | $44.60 |
| Q4 2017 | -68 | Reduce 0.00% | 1.53 M | $45.43 |
| Q3 2017 | -5,404 | Reduce 0.35% | 1.53 M | $39.13 |
| Q2 2017 | -28,227 | Reduce 1.80% | 1.54 M | $34.90 |
| Q1 2017 | +521,765 | Add 49.93% | 1.57 M | $34.45 |
| Q4 2016 | -7,391 | Reduce 0.70% | 1.04 M | $31.12 |
| Q3 2016 | +36,116 | Add 3.55% | 1.05 M | $25.05 |
| Q2 2016 | +177,599 | Add 21.18% | 1.02 M | $22.37 |
| Q1 2016 | +838,646 | New Buy | 838,646 | $24.90 |
John Rogers's Houlihan Lokey Investment FAQs
John Rogers first purchased Houlihan Lokey, Inc. (HLI) in Q1 2016, acquiring 838,646 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held Houlihan Lokey, Inc. (HLI) for 29 quarters since Q1 2016.
John Rogers's largest addition to Houlihan Lokey, Inc. (HLI) was in Q1 2016, adding 838,646 shares worth $20.88 M.
According to the latest 13F filing for Q2 2026, John Rogers's firm, Ariel Investments, LLC, owns 244,520 shares of Houlihan Lokey, Inc. (HLI), valued at approximately $32.8 M.
As of the Q2 2026 filing, Houlihan Lokey, Inc. (HLI) represents approximately 0.33% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.
John Rogers's peak holding in Houlihan Lokey, Inc. (HLI) was 1,566,735 shares, as reported at the end of Q1 2017.