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HLI Houlihan Lokey

Financials, filed as HOULIHAN LOKEY INC (CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 2

  • 3 Owners
  • Max 0.3%
  • $149M
  • 1 new 2 reduce

In 2026 Q2 John Rogers opened a position in Houlihan Lokey, while Ron Baron and First Eagle Investment Management trimmed.

Who owns this now

Largest portfolio weights among holders, up to 0.3% (John Rogers, Ariel Investments). Not free-float ownership.

  1. John Rogers New 0.33%
  2. Ron Baron Reduce 0.18%

Who owns HLI

Sorted by value, long equity only, as of 2026 Q2.

History
Ron Baron, Bamco Inc. (Baron Capital) 0.18%, was 0.47% Reduce −18.1% 869,544 $117M History
John Rogers, Ariel Investments 0.33% New 0.33% 244,520 $33M History
First Eagle Investment Management <0.01% Reduce −98.2% 90 $12K History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by HLI's executives, directors and 10% owners in the last 12 months, from their Form 4s

All HLI insider trades
  • $501K bought by 1 insider
  • $1.9M sold by 3 insiders outside a trading plan
  • $159K sold by 1 insider under 10b5-1 plans
  1. Christopher M Crain General Counsel
    Sale
    $140K 1,000 shares at $140.15 100% of stake
    Traded Sep 10 Filed Sep 10
    ↗
  2. J Lindsey Alley CFO
    Buy
    $501K 4,020 shares at $124.52 New stake
    Traded Aug 3 Filed Aug 5
    ↗
  3. Scott L Beiser Chair
    Sale
    $941K 6,265 shares at $150.26 100% of stake
    Traded May 21 Filed May 21
    ↗
  4. Christopher M Crain General Counsel
    Planned sale
    $72K 500 shares at $143.40 100% of stake
    Traded Apr 1 Filed Apr 2
    ↗
  5. Robert A Schriesheim Director
    Sale
    $854K 5,000 shares at $170.86 15% of stake
    Traded Feb 6 Filed Feb 10
    ↗
  6. Christopher M Crain General Counsel
    Planned sale
    $87K 500 shares at $174.17 100% of stake
    Traded Jan 2 Filed Jan 5
    ↗

Also filed in the last 12 months, not counted as buying or selling: 7 stock grants, 7 conversions, and 3 gifts.

Congress

3 members of Congress traded HLI in the last three years: 3 buys and 3 sales. 2 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Aug 7 filed Sep 10
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jul 16 filed Sep 4
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Mar 3 filed Apr 7
  4. Kelly Morrison D-MN-3 Sell $1K–$15K Jun 4, 2025 filed Jun 18, 2025
  5. Josh Gottheimer D-NJ-5Joint Partial sale $1K–$15K Apr 9, 2025 filed May 14, 2025
  6. Josh Gottheimer D-NJ-5Joint Partial sale $1K–$15K Dec 20, 2023 filed Jan 7, 2024

SEC filings

Recent issuer filings from EDGAR, 18 shown.

Filed Form Detail Links
8-K 5.02 Filing Doc
8-K 5.02,5.07,7.01,9.01 Filing Doc
8-K 5.02 Filing Doc
DEFA14A Filing Doc
424B7 Filing Doc
8-K 8.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
10-K Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
424B7 Filing Doc
8-K 8.01,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 6 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $1.81B $1.91B $2.39B $2.62B
Gross profit $557.08M $571.07M $772.31M —
Gross margin * 30.8% 29.8% 32.3% —
Net income $254.22M $280.3M $399.71M $425.7M
Net margin * 14.0% 14.6% 16.7% 16.3%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total assets $2.97B $3.17B $3.82B $4.31B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $136.27M $328.46M $848.61M $704.13M
Cash from investing -$3M -$70.41M -$265.06M $2.18M
Cash from financing -$240.46M -$250.58M -$329.07M -$492.94M
Net change in cash -$119.26M $7.04M $253.72M $218.29M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.