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Houlihan Lokey, Inc. (HLI) institutional ownership

Latest close $139.87 Jul 21, 2026
Market cap$13.3B 52-week range SectorFinancial Services
Funds holding · Q1 2026
560
reported HLI position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
255 buyers · 305 sellers

Houlihan Lokey, Inc. (HLI) price and institutional activity

Dates

Q1 2026

$0 bought by 255 investors
Morgan StanleyCitadel Advisors LLC +253 more
$0 sold by 305 investors
NorgesT. Rowe Price Investment Management, Inc. +303 more
Bought Sold Totals per quarter; hover a bar for the names.

Houlihan Lokey, Inc. (HLI) institutional activity · 560

Investor Type Est. change Change Δ Own Date
Morgan Stanley · Added
Change +1.0M Date Q1 2026
Morgan Stanley Added· Q1 2026 +1.0M Q1 2026
Norges · Exited
Change −663K Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −663K −100.0% Q1 2026
Citadel Advisors LLC Added· Q1 2026 +421K +627.7% Q1 2026
T. Rowe Price Investment Management, Inc. · Reduced
Change −393K Date Q1 2026
T. Rowe Price Investment Management, Inc. Reduced· Q1 2026 −393K Q1 2026
First Trust Advisors LP · Reduced
Change −375K Date Q1 2026
First Trust Advisors LP Reduced· Q1 2026 −375K Q1 2026
Vanguard · Added
Change +374K Date Q1 2026
Vanguard Added· Q1 2026 +374K Q1 2026
Thrivent Financial for Lutherans · Reduced
Change −359K Date Q1 2026
Thrivent Financial for Lutherans Reduced· Q1 2026 −359K Q1 2026
Capital Research Global Investors · Added
Change +352K Δ Own +36.6% Date Q1 2026
Capital Research Global Investors Added· Q1 2026 +352K +36.6% Q1 2026
Jones Financial Companies Lllp · Added
Change +291K Date Q1 2026
Jones Financial Companies Lllp Added· Q1 2026 +291K Q1 2026
Invesco Ltd. · Reduced
Change −286K Δ Own −37.6% Date Q1 2026
Invesco Ltd. Reduced· Q1 2026 −286K −37.6% Q1 2026
Alliancebernstein L.P. · Reduced
Change −282K Date Q1 2026
Alliancebernstein L.P. Reduced· Q1 2026 −282K Q1 2026
FMR LLC · Reduced
Change −269K Δ Own −23.9% Date Q1 2026
FMR LLC Reduced· Q1 2026 −269K −23.9% Q1 2026
Champlain Investment Partners, LLC · Added
Change +259K Date Q1 2026
Champlain Investment Partners, LLC Added· Q1 2026 +259K Q1 2026
Vaughan Nelson Investment Management, L.P. · New
Change +249K Date Q1 2026
Vaughan Nelson Investment Management, L.P. New· Q1 2026 +249K Q1 2026
Capital International Investors · Reduced
Change −200K Date Q1 2026
Capital International Investors Reduced· Q1 2026 −200K Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 560

Famous investor activity in Houlihan Lokey, Inc. (HLI)

Houlihan Lokey, Inc. (HLI) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Siegert Paul Eric · Officer Other Form 4 events -20K
Owned 395K Trade date May 21, 2026 Filed date May 22, 2026
Siegert Paul Eric Officer Other Form 4 events -20K 395K May 21, 2026 May 22, 2026
Siegert Paul Eric · Officer Grant (A) 20K
Owned 20K Trade date May 21, 2026 Filed date May 22, 2026
Siegert Paul Eric Officer Grant (A) 20K 20K May 21, 2026 May 22, 2026
Crain Christopher M. · Officer Other Form 4 events -3K
Owned 52K Trade date May 21, 2026 Filed date May 22, 2026
Crain Christopher M. Officer Other Form 4 events -3K 52K May 21, 2026 May 22, 2026
Crain Christopher M. · Officer Grant (A) 3K
Owned 3K Trade date May 21, 2026 Filed date May 22, 2026
Crain Christopher M. Officer Grant (A) 3K 3K May 21, 2026 May 22, 2026
Adelson Scott Joseph · Director Other Form 4 events -17K
Owned 885K Trade date May 21, 2026 Filed date May 22, 2026
Adelson Scott Joseph Director Other Form 4 events -17K 885K May 21, 2026 May 22, 2026
Adelson Scott Joseph · Director 2 operations 17K
Owned 3K Trade date May 21, 2026 Filed date May 22, 2026
Adelson Scott Joseph Director 2 operations 17K 3K May 21, 2026 May 22, 2026
Alley J. Lindsey · CFO Other Form 4 events -7K
Owned 74K Trade date May 21, 2026 Filed date May 22, 2026
Alley J. Lindsey CFO Other Form 4 events -7K 74K May 21, 2026 May 22, 2026
Alley J. Lindsey · CFO 2 operations 7K
Owned 3K Trade date May 21, 2026 Filed date May 22, 2026
Alley J. Lindsey CFO 2 operations 7K 3K May 21, 2026 May 22, 2026
Beiser Scott L. · Director Sell −$941K
Price $150.26 Qty −6K Owned 0 Trade date May 21, 2026 Filed date May 21, 2026
Beiser Scott L. Director Sell $150.26 −6K −$941K 0 May 21, 2026 May 21, 2026
Beiser Scott L. · Director 2 operations 0
Owned 0 Trade date May 21, 2026 Filed date May 21, 2026
Beiser Scott L. Director 2 operations 0 0 May 21, 2026 May 21, 2026
Walker Cyrus D. · Director Grant (A) 996
Owned 7K Trade date May 21, 2026 Filed date May 21, 2026
Walker Cyrus D. Director Grant (A) 996 7K May 21, 2026 May 21, 2026
Bassey Ekpedeme M. · Director Grant (A) 797
Owned 6K Trade date May 21, 2026 Filed date May 21, 2026
Bassey Ekpedeme M. Director Grant (A) 797 6K May 21, 2026 May 21, 2026
Zucker Gillian Beth · Director Grant (A) 996
Owned 7K Trade date May 21, 2026 Filed date May 21, 2026
Zucker Gillian Beth Director Grant (A) 996 7K May 21, 2026 May 21, 2026
Zuber Paul Andrew · Director Grant (A) 797
Owned 7K Trade date May 21, 2026 Filed date May 21, 2026
Zuber Paul Andrew Director Grant (A) 797 7K May 21, 2026 May 21, 2026
Schriesheim Robert A. · Director Grant (A) 1K
Owned 29K Trade date May 21, 2026 Filed date May 21, 2026
Schriesheim Robert A. Director Grant (A) 1K 29K May 21, 2026 May 21, 2026
15 of 43
15 of 43 Sign in to continue to older insider transactions.

Houlihan Lokey, Inc. (HLI) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Hl Voting Trust 16.2M
% of shares outstanding 22.9% Filing date Aug 28, 2025
Hl Voting Trust 16.2M 22.9% Aug 28, 2025
Adelson Scott Joseph 15.8M
% of shares outstanding 22.5% Filing date Jan 2, 2026
Adelson Scott Joseph 15.8M 22.5% Jan 2, 2026
BlackRock Inc. 5.3M
% of shares outstanding 10.3% Filing date Jan 8, 2024
BlackRock Inc. 5.3M 10.3% Jan 8, 2024
Vanguard Group Inc 5.1M
% of shares outstanding 9.8% Filing date Feb 13, 2024
Vanguard Group Inc 5.1M 9.8% Feb 13, 2024
Earnest Partners LLC 3.2M
% of shares outstanding 6.2% Filing date Feb 12, 2024
Earnest Partners LLC 3.2M 6.2% Feb 12, 2024
Vanguard Capital Management 2.8M
% of shares outstanding 5.2% Filing date Apr 30, 2026
Vanguard Capital Management 2.8M 5.2% Apr 30, 2026
Vanguard Portfolio Management 2.8M
% of shares outstanding 5.1% Filing date Apr 29, 2026
Vanguard Portfolio Management 2.8M 5.1% Apr 29, 2026
Kayne Anderson Rudnick Investment Management, LLC 2.6M
% of shares outstanding 4.9% Filing date May 14, 2026
Kayne Anderson Rudnick Investment Management, LLC 2.6M 4.9% May 14, 2026
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Houlihan Lokey, Inc. (HLI) ownership FAQ

Who owns HLI?

560 reporting institutions disclosed HLI position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.