Houlihan Lokey, Inc. (HLI)
NYSE: HLI · Investment Advice · Los Angeles, CA · filing with the SEC since 2004
Grade5.5
◀ Past 6.3● Present 5.2▶ Future 5.1
Who owns Houlihan Lokey, Inc.
As filed with the SECHolders of 5% or more
5
HL Voting Trust holds 22.9% of Class A common stock, par value $0.001 per share, as its SCHEDULE 13D/A filed Aug 28, 2025 says.
Directors and officers
15
report now, of 18 people on the record since 2015. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 5 named at left.
Holders of 5% or moreshare of the class, as filed
HL Voting Trust
SCHEDULE 13D/A · filed Aug 28, 2025 · Class A common stock, par value $0.001 per share
A&R Voting Trust
SCHEDULE 13D/A · filed Jan 2, 2026 · Class A common stock, par value $0.001 per share
Blackrock, Inc.
SCHEDULE 13G/A · filed Apr 17, 2025 · Class A Stock
Vanguard Capital Management
SCHEDULE 13G · filed Apr 30, 2026 · Common Stock
Vanguard Portfolio Management
SCHEDULE 13G · filed Apr 29, 2026 · Common Stock
Kayne Anderson Rudnick Investment Management, LLC
SCHEDULE 13G/A · filed May 14, 2026 · Common Stock · reported falling below 5%
Earnest Partners LLC
SCHEDULE 13G/A · filed May 15, 2025 · Class A Common Stock · reported falling below 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
What HLI reports owning in othersstakes of 5% or more, and other ties
8 subsidiaries in 4 countries, from the list filed with the 10-K filed May 22, 2026.
Insider tradesForm 4
5sales
1purchases
2sales on a scheduled plan
3people selling
$2.1Msold, in dollars
$500,000bought, in dollars
Open-market trades on Form 4 from Nov 9, 2025 to Nov 9, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 9, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window4 of 21 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Beiser Scott L | CO-CHAIRMAN | 1 | $900,000 | 0 | 0 | $0 |
| Schriesheim Robert A | director | 1 | $900,000 | 0 | 0 | $0 |
| Crain Christopher M | GENERAL COUNSEL | 3 | $300,000 | 2 | 0 | $0 |
| Alley J Lindsey | Chief Financial Officer | 0 | $0 | 0 | 1 | $500,000 |