Houlihan Lokey Inc

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Houlihan Lokey Inc
TickerHLI
CIK #0001302215
CUSIP441593100
SectorFinance - Investment Advice
AddressHoulihan Lokey, Inc 10250 Constellation Blvd, 5th Floor, Los Angeles, CA 90067
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
Houlihan Lokey Inc 2015-08-17 Exemption: 506(b) · Remaining: $1,268,167,866 · Duration: One year or less · Revenue: Decline to Disclose
CIK Filing 2011 - 2026
[0001302215] 10-K
[0001302215] 10-Q
[0001302215] 3
[0001302215] 4
[0001302215] 8-K
[0001302215] D
[0001302215] SC 13D
[0001302215] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Capital Management LLC Houlihan Lokey Inc [2026-04-30] 0.0
Vanguard Portfolio Management LLC Houlihan Lokey Inc [2026-04-29] 0.0
AllianceBernstein LP Houlihan Lokey Inc [2023-02-14] 5.7
BlackRock Inc Houlihan Lokey Inc [2023-01-25] 9.0
Earnest Partners LLC Houlihan Lokey Inc [2022-02-08] 7.0
Kayne Anderson Rudnick Investment Management LLC Houlihan Lokey Inc [2019-02-13] 5.61
Allianz Global Investors US Holdings LLC Houlihan Lokey Inc [2018-02-15] 2.5
Ameriprise Financial Inc Houlihan Lokey Inc [2018-02-14] 5.28
Allianz Global Investors US Holdings LLC Houlihan Lokey Inc [2017-02-14] 5.0
Ariel Investments LLC Houlihan Lokey Inc [2017-02-14] 1044970126523800.0
Vanguard Group Inc Houlihan Lokey Inc [2017-02-13] 7.22
BlackRock Inc Houlihan Lokey Inc [2017-01-30] 5.8
Royce & Associates LP Houlihan Lokey Inc [2017-01-09] 0.75
AllianceBernstein LP Houlihan Lokey Inc [2016-02-16] 8.7
Allianz Global Investors US Holdings LLC Houlihan Lokey Inc [2016-02-12] 5.6
Price T Rowe Associates Inc /MD/ Houlihan Lokey Inc [2016-02-12] 7.3
Franklin Resources Inc Houlihan Lokey Inc [2016-02-05] 7.5
Burgundy Asset Management Ltd Houlihan Lokey Inc [2015-12-09] 11.0
HL Voting Trust Houlihan Lokey Inc [2015-08-28] 81.4
Adelson Scott Joseph Houlihan Lokey Inc [2015-08-28] 8.3
Preiser David A Houlihan Lokey Inc [2015-08-28] 5.6
Novak Jay D Houlihan Lokey Inc [2015-08-28] 5.8
ORIX HLHZ Holding LLC Houlihan Lokey Inc [2015-08-28] 81.4
Hardie William H III Houlihan Lokey Inc [2015-08-28] 5.4
Werbalowsky Jeffrey I Houlihan Lokey Inc [2015-08-28] 8.5
Peluchiwski William George Houlihan Lokey Inc [2015-08-28] 5.9
Mavredakis John G Houlihan Lokey Inc [2015-08-28] 7.5
Siegert Paul Eric Houlihan Lokey Inc [2015-08-28] 7.7
Antenucci Anita M Houlihan Lokey Inc [2015-08-28] 5.5
Hilty David R Houlihan Lokey Inc [2015-08-28] 7.4
Point72 Asset Management LP Houlihan Lokey Inc [2015-08-19] 5.4
Form 3/4/5 Filer 2011 - 2026
Houlihan Lokey Inc
Crain Christopher M
Adelson Scott Joseph
Alley J Lindsey
Siegert Paul Eric
Bassey Ekpedeme M
Zucker Gillian Beth
Schriesheim Robert A
Zuber Paul Andrew
Mund Ronald Scott
Beiser Scott L
Walker Cyrus D
Carter Todd J
Gold Irwin
Kosecoff Jacqueline B
Preiser David A
ORIX Corp
ORIX HLHZ Holding LLC
van de Bunt Bennet
HOTZ Robert H
HL Voting Trust
Wilson Paul Edward
Lenhardt Robert John Bruno
Barger Ron Kent
Nishitani Hideto
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Schriesheim Robert A
CLASS A COMMON STOCK
2026-02-06 Sell 5,000 $170.86 854,300
Crain Christopher M
CLASS B COMMON STOCK · derivative
2026-01-02 Conversion 500 $0.00
Crain Christopher M
CLASS A COMMON STOCK
2026-01-02 Sell 500 $174.17 87,085
Crain Christopher M
CLASS A COMMON STOCK
2026-01-02 Conversion 500 $0.00
Gold Irwin
CLASS A COMMON STOCK
2025-12-05 Gift 5,000 $0.00
Gold Irwin
CLASS B COMMON STOCK · derivative
2025-12-05 Conversion 5,000 $0.00
Gold Irwin
CLASS A COMMON STOCK
2025-12-05 Conversion 5,000 $0.00
Crain Christopher M
CLASS A COMMON STOCK
2025-11-26 Conversion 1,200 $0.00
Crain Christopher M
CLASS A COMMON STOCK
2025-11-26 Gift 1,200 $0.00
Crain Christopher M
CLASS B COMMON STOCK · derivative
2025-11-26 Conversion 1,200 $0.00
Beiser Scott L
CLASS A COMMON STOCK
2025-11-10 Gift 8,000 $0.00
Beiser Scott L
CLASS B COMMON STOCK · derivative
2025-11-10 Conversion 8,000 $0.00
Beiser Scott L
CLASS A COMMON STOCK
2025-11-10 Conversion 8,000 $0.00
Mund Ronald Scott
Class A Common Stock
2025-10-01 Grant 483 $0.00
CLASS B COMMON STOCK · derivative
2025-09-16 Conversion 6,811 $0.00
CLASS A COMMON STOCK
2025-09-16 Conversion 6,811 $0.00
CLASS A COMMON STOCK
2025-09-16 Sell 6,811 $202.75 1,380,930
CLASS A COMMON STOCK
2025-09-02 Conversion 500 $0.00
CLASS B COMMON STOCK · derivative
2025-09-02 Conversion 500 $0.00
CLASS A COMMON STOCK
2025-09-02 Sell 500 $196.22 98,110
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 545 52,396,804
2025-12-31 578 50,585,463
2025-09-30 554 49,966,920
2025-06-30 546 52,244,867
2025-03-31 526 49,926,450
2024-12-31 508 50,073,804
2024-09-30 452 49,358,378
2024-06-30 415 49,804,346
2024-03-31 400 51,072,567
2023-12-31 393 51,006,838
2023-09-30 333 45,883,604
2023-06-30 332 46,089,515
Form 13F Holdings
Firm Period DFND Voting Shares
Vaughan Nelson Investment Management LP [2026-06-30] DFND 479,299 514,374
Barlow Wealth Partners LLC [2026-06-30] SOLE 0 205,696
Fenimore Asset Management Inc [2026-06-30] SOLE 167,898 167,898
Argent Capital Management LLC [2026-06-30] SOLE 164,129 164,129
Assenagon Asset Management SA [2026-06-30] SOLE 126,476 126,476
GHP Investment Advisors Inc [2026-06-30] SOLE 118,535 119,657
Franklin Parlapiano Turner & Welch LLC [2026-06-30] SOLE 0 53,484
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 42,939 42,939
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 357 30,967
Walled Lake Planning & Wealth Management LLC [2026-06-30] SOLE 0 28,870
Atwood & Palmer Inc [2026-06-30] SOLE 20,862 20,897
Louisiana State Employees Retirement System [2026-06-30] SOLE 15,800 15,800
Yousif Capital Management LLC [2026-06-30] SOLE 5,109 15,659
Davenport & Company LLC [2026-06-30] SOLE 13,598 13,598
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 12,980 12,980
Linden Thomas Advisory Services LLC [2026-06-30] SOLE 0 9,950
Mayflower Financial Advisors LLC [2026-06-30] SOLE 0 8,848
Pinestone Asset Management Inc [2026-06-30] SOLE 8,794 8,794
Gamma Investing LLC [2026-06-30] DFND 8,140 8,140
QRG Capital Management Inc [2026-06-30] SOLE 7,370 7,370
Diversified Trust Co [2026-06-30] SOLE 0 6,983
Fulton Bank NA [2026-06-30] SOLE 5,696 5,696
Union Bancaire Privee UBP SA [2026-06-30] DFND 0 5,484
Alaska Retirement Management Board [2026-06-30] SOLE 5,313 5,313
Crossmark Global Holdings Inc [2026-06-30] SOLE 4,431 4,431
Brookstone Capital Management [2026-06-30] SOLE 0 3,567
J2 Capital Management Inc [2026-06-30] SOLE 0 3,522
Envestnet Portfolio Solutions Inc [2026-06-30] SOLE 3,339 3,339
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 3,328
Gateway Investment Advisers LLC [2026-06-30] SOLE 3,142 3,142
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