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HLI · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

HLIV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • HLI
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterHLIV
Q3 20206 holders, $207m55 holders, $62.2bn
Q4 20206 holders, $216m52 holders, $67.1bn
Q1 20217 holders, $208m58 holders, $64.5bn
Q2 20216 holders, $248m52 holders, $69.3bn
Q3 20214 holders, $278m56 holders, $63.6bn
Q4 20218 holders, $426m47 holders, $58.0bn
Q1 20225 holders, $356m59 holders, $61.8bn
Q2 20223 holders, $290m57 holders, $55.2bn
Q3 20224 holders, $278m57 holders, $50.7bn
Q4 20224 holders, $357m54 holders, $59.4bn
Q1 20234 holders, $360m55 holders, $64.0bn
Q2 20236 holders, $631m54 holders, $65.2bn
Q3 20236 holders, $608m55 holders, $61.5bn
Q4 20235 holders, $559m48 holders, $68.6bn
Q1 20245 holders, $485m50 holders, $73.1bn
Q2 20244 holders, $492m45 holders, $69.5bn
Q3 20245 holders, $540m47 holders, $70.5bn
Q4 20247 holders, $545m48 holders, $77.6bn
Q1 202510 holders, $546m43 holders, $83.5bn
Q2 202511 holders, $685m45 holders, $83.4bn
Q3 202510 holders, $776m48 holders, $82.8bn
Q4 20258 holders, $557m49 holders, $86.0bn
Q1 202610 holders, $537m49 holders, $73.3bn
Q2 202612 holders, $444m52 holders, $81.9bn
HLI

Houlihan Lokey Inc

Holders
11
Reported value
$685m
Buyers
6
Sellers
5

Breadth +1 among 95 comparable managers.

Other financial servicesFinancial services · L3VLUP
V

Visa Inc

Holders
45
Reported value
$83.4bn
Buyers
21
Sellers
23

Breadth -2 among 95 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q2 2025

Among the 49 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only HLI (4)

First Eagle Investment Management LLC, PDT Partners LLC, Quantbot Technologies LP, Voloridge Investment Management LLC

Only V (38)

Acadian Asset Management LLC, Akre Capital Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, and 13 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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