Houlihan Lokey, Inc.
US ˙ NYSE ˙ US4415931009

SecurityHLI / Houlihan Lokey, Inc.
InstitutionVanguard Group Inc
Latest Disclosed Ownership0 shares
Ownership 0.00%
Vanguard Group Inc ownership in HLI / Houlihan Lokey, Inc.

2026-03-27 - Vanguard Group Inc has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 0 shares of Houlihan Lokey, Inc. (US:HLI). This represents 0.0 percent ownership of the company. In their previous filing dated 2024-02-13 , Vanguard Group Inc had reported owning 5,074,040 shares, indicating a decrease of -100.00 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2026-03-27 2026-03-27 13G/A 5,074,040 0 -100.00 0.00 -100.00
2024-02-13 2024-02-13 13G/A 5,094,380 5,074,040 -0.40 9.80 -4.11
2023-02-09 2023-02-09 13G/A 5,132,876 5,094,380 -0.75 10.22 1.59
2022-02-10 2022-02-10 13G/A 5,140,167 5,132,876 -0.14 10.06 -0.89
2021-08-10 2021-08-10 13G/A 4,735,182 5,140,167 8.55 10.15 9.97
2021-02-10 2021-02-10 13G/A 3,829,748 4,735,182 23.64 9.23 0.65
2020-02-12 2020-02-12 13G/A 3,133,217 3,829,748 22.23 9.17 1.66
2019-02-12 2019-02-12 13G/A 2,566,011 3,133,217 22.10 9.02 -6.63
2018-02-09 2018-02-09 13G/A 913,700 2,566,011 180.84 9.66 33.80
2017-02-13 2017-02-13 13G 913,700 7.22

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-01-29 2025-12-31 13F HOULIHAN LOKEY CL A 441593100 5,256,736 -48,446 -0.91 915,671 -15.94 0.0133
2025-11-07 2025-09-30 13F HOULIHAN LOKEY CL A 441593100 5,305,182 13,750 0.26 1,089,260 14.39 0.0163
2025-08-11 2025-06-30 13F HOULIHAN LOKEY CL A 441593100 5,291,432 -15,172 -0.29 952,193 11.11 0.0154
2025-05-09 2025-03-31 13F HOULIHAN LOKEY CL A 441593100 5,306,604 41,030 0.78 857,017 -6.28 0.0155
2025-02-11 2024-12-31 13F HOULIHAN LOKEY CL A 441593100 5,265,574 98,495 1.91 914,420 11.99 0.0159
2024-11-13 2024-09-30 13F HOULIHAN LOKEY CL A 441593100 5,167,079 14,057 0.27 816,502 17.49 0.0146
2024-08-13 2024-06-30 13F HOULIHAN LOKEY CL A 441593100 5,153,022 48,879 0.96 694,937 6.21 0.0133
2024-05-10 2024-03-31 13F HOULIHAN LOKEY CL A 441593100 5,104,143 29,843 0.59 654,300 7.53 0.0130
2024-03-11 2023-12-31 13F/A-1 HOULIHAN LOKEY CL A 441593100 5,074,300 143,560 2.91 608,459 15.20 0.0133
2024-02-14 2023-12-31 13F HOULIHAN LOKEY CL A 441593100 5,074,300 143,560 608,459 0.0116
2023-12-18 2023-09-30 13F/A-1 HOULIHAN LOKEY CL A 441593100 4,930,740 -129,143 -2.55 528,181 6.18 0.0130
2023-11-14 2023-09-30 13F HOULIHAN LOKEY CL A 441593100 4,930,740 -129,143 528,181 0.0023
2023-08-14 2023-06-30 13F HOULIHAN LOKEY CL A 441593100 5,059,883 -153,849 -2.95 497,437 9.05 0.0118
2023-07-14 2023-03-31 13F/A-1 HOULIHAN LOKEY CL A 441593100 5,213,732 119,352 2.34 456,149 2.73 0.0116
2023-05-15 2023-03-31 13F HOULIHAN LOKEY CL A 441593100 5,213,472 119,092 456,127 0.0024
2023-02-10 2022-12-31 13F HOULIHAN LOKEY CL A 441593100 5,094,380 106,175 2.13 444,026 18.09 0.0121
2022-11-14 2022-09-30 13F HOULIHAN LOKEY CL A 441593100 4,988,205 -41,670 -0.83 376,011 -5.29 0.0111
2022-08-12 2022-06-30 13F HOULIHAN LOKEY CL A 441593100 5,029,875 -13,039 -0.26 397,007 -10.34 0.0112
2022-05-13 2022-03-31 13F HOULIHAN LOKEY CL A 441593100 5,042,914 -89,962 -1.75 442,768 -16.67 0.0105
2022-02-14 2021-12-31 13F HOULIHAN LOKEY CL A 441593100 5,132,876 115,611 2.30 531,355 14.99 0.0121
2021-11-12 2021-09-30 13F HOULIHAN LOKEY CL A 441593100 5,017,265 -100,619 -1.97 462,091 10.39 0.0115
2021-08-13 2021-06-30 13F HOULIHAN LOKEY CL A 441593100 5,117,884 37,814 0.74 418,592 23.89 0.0104
2021-05-14 2021-03-31 13F HOULIHAN LOKEY CL A 441593100 5,080,070 344,888 7.28 337,876 6.13 0.0091
2021-02-12 2020-12-31 13F HOULIHAN LOKEY CL A 441593100 4,735,182 178,090 3.91 318,346 18.30 0.0092
2020-11-16 2020-09-30 13F HOULIHAN LOKEY CL A 441593100 4,557,092 12,054 0.27 269,097 6.41 0.0089
2020-08-14 2020-06-30 13F HOULIHAN LOKEY CL A 441593100 4,545,038 585,827 14.80 252,886 22.55 0.0090
2020-05-15 2020-03-31 13F HOULIHAN LOKEY CL A 441593100 3,959,211 129,463 3.38 206,355 10.26 0.0088
2020-02-14 2019-12-31 13F HOULIHAN LOKEY CL A 441593100 3,829,748 114,457 3.08 187,159 11.70 0.0064
2019-11-14 2019-09-30 13F HOULIHAN LOKEY CL A 441593100 3,715,291 478,184 14.77 167,559 16.24 0.0062
2019-08-14 2019-06-30 13F HOULIHAN LOKEY CL A 441593100 3,237,107 68,935 2.18 144,149 -0.77 0.0054
2019-05-15 2019-03-31 13F HOULIHAN LOKEY CL A 441593100 3,168,172 34,955 1.12 145,261 25.98 0.0057
2019-02-14 2018-12-31 13F HOULIHAN LOKEY CL A 441593100 3,133,217 46,707 1.51 115,302 -16.86 0.0052
2018-12-13 2018-09-30 13F/A-2 HOULIHAN LOKEY CL A 441593100 3,086,510 53,062 1.75 138,677 -10.75 0.0054
2018-11-23 2018-09-30 13F/A-1 HOULIHAN LOKEY CL A 441593100 3,086,510 0 138,677 0.0054
2018-11-14 2018-09-30 13F HOULIHAN LOKEY CL A 441593100 3,086,510 53,062 138,677
2018-08-14 2018-06-30 13F HOULIHAN LOKEY CL A 441593100 3,033,448 83,237 2.82 155,373 18.08 0.0065
2018-05-15 2018-03-31 13F HOULIHAN LOKEY CL A 441593100 2,950,211 384,200 14.97 131,580 12.87 0.0058
2018-02-14 2017-12-31 13F HOULIHAN LOKEY CL A 441593100 2,566,011 522,170 25.55 116,575 45.76 0.0051
2017-11-14 2017-09-30 13F HOULIHAN LOKEY CL A 441593100 2,043,841 381,855 22.98 79,976 37.88 0.0037
2017-08-24 2017-06-30 13F/A-1 HOULIHAN LOKEY CL A 441593100 1,661,986 58,257 3.63 58,003 4.98 0.0029
2017-08-11 2017-06-30 13F HOULIHAN LOKEY CL A 441593100 1,661,986 58,257 58,003
2017-05-12 2017-03-31 13F HOULIHAN LOKEY CL A 441593100 1,603,729 690,029 75.52 55,249 94.31 0.0028
2017-02-14 2016-12-31 13F HOULIHAN LOKEY CL A 441593100 913,700 61,117 7.17 28,434 33.14 0.0016
2016-11-14 2016-09-30 13F HOULIHAN LOKEY CL A 441593100 852,583 54,678 6.85 21,357 19.65 0.0013
2016-08-10 2016-06-30 13F HOULIHAN LOKEY CL A 441593100 797,905 47,913 6.39 17,849 -4.42 0.0011
2016-05-13 2016-03-31 13F HOULIHAN LOKEY CL A 441593100 749,992 217,081 40.73 18,675 33.70 0.0012
2016-02-08 2015-12-31 13F HOULIHAN LOKEY CL A 441593100 532,911 508,722 2,103.11 13,968 2,545.45 0.0009
2015-11-12 2015-09-30 13F/A-1 HOULIHAN LOKEY CL A 441593100 24,189 24,189 528 0.0000
2015-11-12 2015-09-30 13F HOULIHAN LOKEY CL A 441593100 4,232,864 131,084 0.0101
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.