Houlihan Lokey, Inc.
HLIFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Houlihan Lokey, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
Pick a year or quarter. Each band's width is its dollar amount.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 13 annual periods. The latest annual period ends Mar 31, 2026. The latest insider filing shown is dated May 22, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| CWM, LLC | 2026-03-31 | 7,946 | $1.14M | SEC filing |
| PineStone Asset Management Inc. | 2026-03-31 | 13,294 | $1.91M | SEC filing |
| EMERALD ADVISERS, LLC | 2026-03-31 | 345 | $49.5K | SEC filing |
| Dynamic Technology Lab Private Ltd | 2026-03-31 | 11,806 | $1.7M | SEC filing |
| JONES FINANCIAL COMPANIES LLLP | 2026-03-31 | 297,478 | $41.4M | SEC filing |
| INTECH INVESTMENT MANAGEMENT LLC | 2026-03-31 | 46,851 | $6.73M | SEC filing |
| ALPS ADVISORS INC | 2026-03-31 | 89,324 | $12.8M | SEC filing |
| EntryPoint Capital, LLC | 2026-03-31 | 2,800 | $402K | SEC filing |
| Boston Partners | 2026-03-31 | 49,667 | $7.13M | SEC filing |
| Y-Intercept (Hong Kong) Ltd | 2026-03-31 | 39,687 | $5.7M | SEC filing |
| Caisse de depot et placement du Quebec | 2026-03-31 | 272,060 | $39.1M | SEC filing |
| Orion Porfolio Solutions, LLC | 2026-03-31 | 7,722 | $1.11M | SEC filing |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-03-31 | 3,191 | $458K | SEC filing |
| SEI INVESTMENTS CO | 2026-03-31 | 689,532 | $99M | SEC filing |
| WEALTH ALLIANCE, LLC | 2026-03-31 | 2,602 | $374K | SEC filing |
| Sanctuary Advisors, LLC | 2026-03-31 | 18,372 | $2.64M | SEC filing |
| Ameritas Investment Partners, Inc. | 2026-03-31 | 17,161 | $2.46M | SEC filing |
| WELLINGTON MANAGEMENT GROUP LLP | 2026-03-31 | 1,361,410 | $196M | SEC filing |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 2026-03-31 | 52,960 | $7.61M | SEC filing |
| MATHER GROUP, LLC. | 2026-03-31 | 584 | $83.9K | SEC filing |
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Houlihan Lokey, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-08-27 · SIEGERT PAUL ERIC: Larger than all 39 other insider sales of CLASS A COMMON STOCK on file. SEC filing
- 2024-11-07 · ALLEY J LINDSEY: Larger than 37 of the 39 other insider sales of CLASS A COMMON STOCK on file. SEC filing
- 2024-06-04 · PREISER DAVID A: Larger than 38 of the 39 other insider sales of CLASS A COMMON STOCK on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-21 | BEISER SCOTT L · CO-CHAIRMAN | CLASS A COMMON STOCK | S — Open market or private sale | −6,265 | 150.26 | SEC filing |
| 2026-04-01 | CRAIN CHRISTOPHER M · GENERAL COUNSEL | CLASS A COMMON STOCK | S — Open market or private sale | −500 | 143.40 | SEC filing |
| 2026-02-06 | SCHRIESHEIM ROBERT A · Director | CLASS A COMMON STOCK | S — Open market or private sale | −5,000 | 170.86 | SEC filing |
| 2026-01-02 | CRAIN CHRISTOPHER M · GENERAL COUNSEL | CLASS A COMMON STOCK | S — Open market or private sale | −500 | 174.17 | SEC filing |
| 2025-09-16 | GOLD IRWIN · CO-CHAIRMAN | CLASS A COMMON STOCK | S — Open market or private sale | −6,811 | 202.75 | SEC filing |
| 2025-09-02 | CRAIN CHRISTOPHER M · GENERAL COUNSEL | CLASS A COMMON STOCK | S — Open market or private sale | −500 | 196.22 | SEC filing |
| 2025-08-27 | SIEGERT PAUL ERIC · CO-CHAIRMAN | CLASS A COMMON STOCK | S — Open market or private sale | −40,000 | 199.95 | SEC filing |
| 2025-07-14 | Zucker Gillian Beth · Director | CLASS A COMMON STOCK | S — Open market or private sale | −200 | 191.65 | SEC filing |
Showing 8 of 10 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-21 | BEISER SCOTT L · CO-CHAIRMAN | CLASS B COMMON STOCK | C — Conversion of derivative security | −6,265 | SEC filing |
| 2026-05-21 | BEISER SCOTT L · CO-CHAIRMAN | CLASS A COMMON STOCK | C — Conversion of derivative security | +6,265 | SEC filing |
| 2026-05-21 | CRAIN CHRISTOPHER M · GENERAL COUNSEL | CLASS B COMMON STOCK | A — Grant, award, or other acquisition | +3,197 | SEC filing |
| 2026-05-21 | Bassey Ekpedeme M · Director | CLASS A COMMON STOCK | A — Grant, award, or other acquisition | +797 | SEC filing |
| 2026-05-21 | Adelson Scott Joseph · CEO | CLASS B COMMON STOCK | A — Grant, award, or other acquisition | +13,952 | SEC filing |
| 2026-05-21 | SCHRIESHEIM ROBERT A · Director | CLASS A COMMON STOCK | A — Grant, award, or other acquisition | +1,129 | SEC filing |
| 2026-05-21 | ZUBER PAUL ANDREW · Director | CLASS A COMMON STOCK | A — Grant, award, or other acquisition | +797 | SEC filing |
| 2026-05-21 | ALLEY J LINDSEY · Chief Financial Officer | CLASS B COMMON STOCK | A — Grant, award, or other acquisition | +3,778 | SEC filing |
Showing 8 of 40 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-21 | ALLEY J LINDSEY · Chief Financial Officer | CLASS B COMMON STOCK | Z — Deposit into or withdrawal from voting trust | −7,100 | SEC filing |
| 2026-05-21 | SIEGERT PAUL ERIC · CO-CHAIRMAN | CLASS B COMMON STOCK | Z — Deposit into or withdrawal from voting trust | −19,815 | SEC filing |
| 2026-05-21 | Adelson Scott Joseph · CEO | CLASS B COMMON STOCK | Z — Deposit into or withdrawal from voting trust | −17,274 | SEC filing |
| 2026-05-21 | CRAIN CHRISTOPHER M · GENERAL COUNSEL | CLASS B COMMON STOCK | Z — Deposit into or withdrawal from voting trust | −3,197 | SEC filing |
| 2025-08-05 | Adelson Scott Joseph · CEO | CLASS B COMMON STOCK | Z — Deposit into or withdrawal from voting trust | −57,200 | SEC filing |
| 2025-08-05 | Adelson Scott Joseph · CEO | CLASS B COMMON STOCK | Z — Deposit into or withdrawal from voting trust | +57,200 | SEC filing |
| 2025-07-18 | SIEGERT PAUL ERIC · CO-CHAIRMAN | CLASS B COMMON STOCK | Z — Deposit into or withdrawal from voting trust | −2,818 | SEC filing |
| 2025-05-22 | ALLEY J LINDSEY · Chief Financial Officer | CLASS B COMMON STOCK | Z — Deposit into or withdrawal from voting trust | −5,780 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.