Institutional shares held 55.2 Million
21.4K calls
13.8K puts
Total value of holdings $11B
$4.26M calls
$2.75M puts
Market Cap $8.89B
49,663,900 Shares Out.
Institutional ownership 111.08%
# of Institutions 600


Latest Institutional Activity in HLI

Top Purchases

Q3 2025
Mayflower Financial Advisors, LLC Shares Held: 1.12M ($201M)
Q3 2025
Jennison Associates LLC Shares Held: 589K ($105M)
Q3 2025
Teacher Retirement System Of Texas Shares Held: 43.5K ($7.8M)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 7.37K ($1.32M)
Q3 2025
Qrg Capital Management, Inc. Shares Held: 11.6K ($2.08M)

Top Sells

Q3 2025
Congress Asset Management CO Shares Held: 375K ($67.2M)
Q3 2025
Sg Americas Securities, LLC Shares Held: 3.86K ($691K)
Q3 2025
Harbor Capital Advisors, Inc. Shares Held: 7.59K ($1.36M)
Q3 2025
Voya Investment Management LLC Shares Held: 6.39K ($1.14M)
Q3 2025
Stegent Equity Advisors, Inc. Shares Held: 8.03K ($1.44M)

About HLI

Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition (M&A), capital market, financial restructuring, and financial and valuation advisory services worldwide. It operates in three segments: Corporate Finance, Financial Restructuring, and Financial and Valuation Advisory. The Corporate Finance segment offers general financial advisory services; and advises public and private institutions on buy-side and sell-side transactions, leveraged loans, private mezzanine debt, high-yield debt, initial public offerings, follow-ons, convertibles, equity private placements, private equity, and liability management transactions, as well as advise financial sponsors on various transactions. The Financial Restructuring segment advises debtors, creditors, and other parties-in-interest related to recapitalization/deleveraging transactions. It also provides a range of advisory services, including structuring, negotiation, and confirmation of plans of reorganization; structuring and analysis of exchange offers; corporate viability assessment; dispute resolution and expert testimony; and procuring debtor-in-possession financing. The Financial and Valuation Advisory segment offers valuations of various assets, such as companies, illiquid debt and equity securities, and intellectual property. It also provides fairness opinions in connection with M&A and other transactions, and solvency opinions in connection with corporate spin-offs and dividend recapitalizations; and other types of financial opinions. In addition, this segment offers dispute resolution services. It serves corporations, institutions, and governments. The company was incorporated in 1972 and is headquartered in Los Angeles, California with offices in the United States, Europe, the Middle East, and the Asia-Pacific region.


Insider Transactions at HLI

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
130K Shares
From 12 Insiders
Grant, award, or other acquisition 4.48K shares
Conversion of derivative security 126K shares
Sell / Disposition
128K Shares
From 8 Insiders
Open market or private sale 82.6K shares
Bona fide gift 45K shares

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