Houlihan Lokey, Inc. HLI
We take great care to ensure that the data presented and summarized in this overview for HOULIHAN LOKEY, INC. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding HLI
View all-
Vanguard Group Inc Valley Forge, PA5.31MShares$1 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY5MShares$945 Million0.02% of portfolio
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Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.93MShares$554 Million1.2% of portfolio
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Earnest Partners LLC Atlanta, GA2.65MShares$501 Million2.13% of portfolio
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State Street Corp Boston, MA1.74MShares$328 Million0.01% of portfolio
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Wellington Management Group LLP Boston, MA1.4MShares$264 Million0.04% of portfolio
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T. Rowe Price Investment Management, Inc. Baltimore, MD1.2MShares$227 Million0.13% of portfolio
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Burgundy Asset Management Ltd. Toronto, A61.19MShares$225 Million2.08% of portfolio
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Bamco Inc New York, NY1.14MShares$216 Million0.56% of portfolio
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Geode Capital Management, LLC Boston, MA1.02MShares$193 Million0.01% of portfolio
Latest Institutional Activity in HLI
Top Purchases
Top Sells
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
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Jun 30
2025
|
Irwin Gold CO-CHAIRMAN |
SELL
Open market or private sale
|
Direct |
5,000
-100.0%
|
$910,000
$182.81 P/Share
|
Jun 30
2025
|
Irwin Gold CO-CHAIRMAN |
BUY
Conversion of derivative security
|
Direct |
5,000
+50.0%
|
-
|
Jun 26
2025
|
Irwin Gold CO-CHAIRMAN |
SELL
Bona fide gift
|
Direct |
5,000
-100.0%
|
-
|
Jun 24
2025
|
Irwin Gold CO-CHAIRMAN |
BUY
Conversion of derivative security
|
Direct |
5,000
+50.0%
|
-
|
Jun 13
2025
|
Gillian Beth Zucker Director |
SELL
Open market or private sale
|
Direct |
200
-3.37%
|
$34,800
$174.37 P/Share
|
Jun 02
2025
|
Christopher M Crain GENERAL COUNSEL |
SELL
Open market or private sale
|
Direct |
500
-100.0%
|
$86,500
$173.02 P/Share
|
Jun 02
2025
|
Christopher M Crain GENERAL COUNSEL |
BUY
Conversion of derivative security
|
Direct |
500
+50.0%
|
-
|
May 22
2025
|
Robert A Schriesheim Director |
BUY
Grant, award, or other acquisition
|
Direct |
845
+2.5%
|
-
|
May 22
2025
|
Jacqueline B Kosecoff Director |
BUY
Grant, award, or other acquisition
|
Direct |
563
+3.55%
|
-
|
May 22
2025
|
Paul Andrew Zuber Director |
BUY
Grant, award, or other acquisition
|
Indirect |
563
+8.31%
|
-
|
May 22
2025
|
Gillian Beth Zucker Director |
BUY
Grant, award, or other acquisition
|
Direct |
732
+10.98%
|
-
|
May 22
2025
|
Ekpedeme M Bassey Director |
BUY
Grant, award, or other acquisition
|
Direct |
563
+9.1%
|
-
|
May 22
2025
|
Cyrus D. Walker Director |
BUY
Grant, award, or other acquisition
|
Direct |
732
+10.69%
|
-
|
May 19
2025
|
Scott L Beiser CO-CHAIRMAN |
SELL
Bona fide gift
|
Direct |
15,000
-100.0%
|
-
|
May 19
2025
|
Scott L Beiser CO-CHAIRMAN |
BUY
Conversion of derivative security
|
Direct |
23,008
+50.0%
|
-
|
May 19
2025
|
Scott L Beiser CO-CHAIRMAN |
SELL
Open market or private sale
|
Direct |
8,008
-100.0%
|
$1,425,424
$178.71 P/Share
|
May 13
2025
|
Gillian Beth Zucker Director |
SELL
Open market or private sale
|
Direct |
200
-3.7%
|
$35,600
$178.46 P/Share
|
Apr 14
2025
|
Gillian Beth Zucker Director |
SELL
Open market or private sale
|
Direct |
200
-3.57%
|
$30,800
$154.41 P/Share
|
Mar 13
2025
|
Gillian Beth Zucker Director |
SELL
Open market or private sale
|
Direct |
200
-3.45%
|
$31,600
$158.27 P/Share
|
Feb 13
2025
|
Gillian Beth Zucker Director |
SELL
Open market or private sale
|
Direct |
200
-3.33%
|
$35,600
$178.97 P/Share
|
Last 12 Months Summary
Grant, award, or other acquisition | 4K shares |
---|---|
Conversion of derivative security | 88.5K shares |
Open market or private sale | 45K shares |
---|---|
Bona fide gift | 45.7K shares |