SEC 13F Intelligence

Bell Asset Management Ltd / HLI

Bell Asset Management Ltd’s Houlihan Lokey Inc Position

Does Bell Asset Management Ltd own Houlihan Lokey Inc (HLI)? Yes — 25.3K shares worth $4M (+1.07% of its 13F portfolio) as of Q1 2026, up from 22.9K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
25.3K
% of Portfolio
+1.07%
Quarters Held
11
currently held

Position History HLI

Reported value by quarter
Q3 ’23: $7MQ3 ’23Q4 ’23: $8MQ1 ’24: $8MQ1 ’24Q2 ’24: $7MQ3 ’24: $5MQ3 ’24Q4 ’24: $5MQ1 ’25: $7MQ1 ’25Q2 ’25: $6MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202625.3K$4M+1.07%
Q4 202522.9K$4M+1.07%
Q3 202519.2K$4M+1.08%
Q2 202530.7K$6M+1.22%
Q1 202543.8K$7M+1.30%
Q4 202431.5K$5M+1.00%
Q3 202431.9K$5M+0.92%
Q2 202452.9K$7M+1.00%
Q1 202460.6K$8M+1.14%
Q4 202367.7K$8M+1.24%
Q3 202367.7K$7M+1.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bell Asset Management Ltd’s full portfolio or all institutional holders of HLI.