Houlihan Lokey, Inc.
HLI- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001302215
In the last 90 days, Houlihan Lokey, Inc. insiders filed 1 open-market purchase and 1 sale; 520 institutions reported holding it in 13F filings for Q2 2026, worth $7.40B in total; no superinvestor holds it.
Holders of 5% or more of HLI
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Houlihan Lokey, Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| HL Voting Trust | 13D/A | 22.90%16.2M shares | – | Apr 22, 20225 filings | Aug 28, 2025 | SEC |
| Adelson Scott Joseph | 13D/A | 22.50%15.8M shares | – | Jan 2, 20261 filing | Jan 2, 2026 | SEC |
| BlackRock, Inc. | 13G/A | 8.90%4.80M shares | – | Apr 17, 20251 filing | Apr 17, 2025 | SEC |
| Vanguard Capital Management LLC | 13G | 5.20%2.84M shares | New | Apr 30, 20261 filing | Apr 30, 2026 | SEC |
| Vanguard Portfolio Management LLC | 13G | 5.12%2.79M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
29 Schedule 13D and 13G filings on Houlihan Lokey, Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| May 14, 20264:05 PM ET | Kayne Anderson Rudnick Investment Management LLC | 13G/A | 4.90%2.64M shares | –Below 5% | Mar 31, 2026 | SEC |
| Apr 30, 202610:23 AM ET | Vanguard Capital Management LLC | 13G | 5.20%2.84M shares | New | Mar 31, 2026 | SEC |
| Apr 29, 20261:38 PM ET | Vanguard Portfolio Management LLC | 13G | 5.12%2.79M shares | New | Mar 31, 2026 | SEC |
| Mar 27, 20269:34 AM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | –Below 5% | Mar 13, 2026 | SEC |
| Jan 2, 20264:59 PM ET | Adelson Scott Josephand 3 others | 13D/A | 22.50%15.8M shares | – | Dec 30, 2025 | SEC |
| Aug 28, 20259:41 PM ET | HL Voting Trustand 3 others | 13D/A | 22.90%16.2M shares | – | Aug 26, 2025 | SEC |
| May 15, 202512:05 PM ET | Earnest Partners LLC | 13G/A | 4.90%2.65M shares | –Below 5% | Mar 31, 2025 | SEC |
| Apr 17, 20259:35 AM ET | BlackRock, Inc. | 13G/A | 8.90%4.80M shares | – | Mar 31, 2025 | SEC |
| Feb 14, 20243:06 PM ET | Alliancebernstein L.P. | 13G/AOld format | – | – | – | SEC |
| Feb 13, 2024 | Kayne Anderson Rudnick Investment Management LLC | 13G/AOld format | – | – | – | SEC |
| Feb 13, 2024 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 12, 2024 | Earnest Partners LLC | 13G/AOld format | – | – | – | SEC |
| Oct 17, 2023 | HL Voting Trust | 13D/AOld format | – | – | – | SEC |
| Mar 23, 2023 | HL Voting Trust | 13D/AOld format | – | – | – | SEC |
| Feb 14, 2023 | Kayne Anderson Rudnick Investment Management LLC | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2023 | Earnest Partners LLC | 13G/AOld format | – | – | – | SEC |
| Feb 13, 20236:37 PM ET | Alliancebernstein L.P. | 13GOld format | – | New | – | SEC |
| Feb 9, 2023 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Jan 25, 202310:36 AM ET | BlackRock Inc. | 13GOld format | – | – | – | SEC |
| Jun 29, 2022 | HL Voting Trust | 13D/AOld format | – | – | – | SEC |
| Apr 22, 2022 | HL Voting Trust | 13D/AOld format | – | – | – | SEC |
| Feb 14, 2022 | Kayne Anderson Rudnick Investment Management LLC | 13G/AOld format | – | – | – | SEC |
| Feb 10, 2022 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 8, 2022 | Earnest Partners LLC | 13GOld format | – | New | – | SEC |
| Feb 2, 20227:11 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Aug 10, 2021 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 11, 2021 | Kayne Anderson Rudnick Investment Management LLC | 13G/AOld format | – | – | – | SEC |
| Feb 10, 2021 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Jan 29, 20219:56 AM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Houlihan Lokey, Inc. shares.
No Form 144 notices for Houlihan Lokey, Inc. are on file.