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HLI

Houlihan Lokey, Inc.
FinancialsInvestment Banking & BrokerageLatest close $1527 of 27 marquee funds currently hold1 CUSIP mapped
Current holders
7
27 funds tracked
Ever held
8
Current + past
New this quarter
1
Exited this quarter
1

Marquee-fund ownership over time

Nov 13, 2023Nov 14, 2024Aug 14, 2025May 15, 2026
Now
7

This quarter's activity

New positions opened

Positions exited

Current holders

Sorted by tenure (longest first)
FundEntry priceLatest closeReturn on entry
Bridgewater Associates re-entered$99$152+54%
Citadel Advisors$147$152+4%
Two Sigma Investments re-entered$147$152+4%
AQR Capital Management$147$152+4%
Millennium Management re-entered$147$152+4%
D.E. Shaw$180$152-16%
Point72 Asset Management re-entered$175$152-13%

“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.

Past holders

Funds that exited at some point
FundEntry → ExitReturn
Renaissance Technologies→ $151+3%

Insider activity

Form 4 — officers, directors, 10%+ owners

Filed within two business days of each transaction by anyone with material insider status at HOULIHAN LOKEY, INC.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.

Filings · last 30d
18
Filings · last 90d
19
Total on file
389
Recent SEC buffer
Most recent
May 22, 2026

30d / 90d windows measured from May 22, 2026 — the most recent Form 4 on file — not from today.

Showing 15 of 389 recent Form 4 filings. Browse all on EDGAR ↗

Fundamentals

XBRL · Houlihan Lokey, Inc.

Annual figures sourced directly from Houlihan Lokey, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.

Revenue
$2.62B
FY2026+10% YoY
Net income
$425.7M
FY2026+7% YoY
EPS (diluted)
$6.22
FY2026+7% YoY
Free cash flow(?)
$681.82M
FY2026-16% YoY

Recent SEC filings

10-K · 10-Q · 8-K · 13D/G · proxy

The most recent material filings for HOULIHAN LOKEY, INC. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.

Trade history

Every open→close lifecycle across tracked funds
FundOpen dateClose dateOpen priceClose price / currentReturn
Two Sigma InvestmentsQ2 2026open$150$152+1%
Point72 Asset ManagementQ1 2026open$165$152-8%
Bridgewater AssociatesQ1 2026open$164$138-16%
Millennium ManagementQ2 2025open$178$152-14%
Point72 Asset ManagementQ1 2025Q3 2025$175$192+10%
D.E. ShawQ4 2024open$180$152-16%
Bridgewater AssociatesQ3 2024Q2 2025$146$175+20%
Citadel AdvisorsQ3 2024open$147$152+4%
Two Sigma InvestmentsQ3 2024Q1 2026$147$165+12%
AQR Capital ManagementQ3 2024open$147$152+4%
Millennium ManagementQ3 2024Q1 2025$147$175+20%
Renaissance TechnologiesQ3 2024Q2 2026$146$151+3%
Bridgewater AssociatesQ4 2023Q2 2024$99$132+34%
Caveats
  • Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
  • Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
  • “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
  • Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
  • Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.