HLI Smart Money
Houlihan Lokey, Inc.
1W: +3.3%
1M: +1.7%
3M: -9.8%
YTD: -25.3%
1Y: -33.1%
3Y: +32.0%
5Y: +36.8%
$132.31
+1.09 (+0.83%)
After Hours: $130.11 (-2.20, -1.66%)
Weekly Expected Move ±4.6%
$119
$125
$131
$137
$143
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026598
Institutions Holding
-46 vs prior
80.0%
Ownership
-2.62%
55
New
179
Increased
281
Reduced
74
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-01 | Reichert Thomas | director | A-Grant/Award | 925 | $— | $0 | Filing |
| 2026-09-10 | CRAIN CHRISTOPHER M | officer: general counsel | S-Sale | 1,000 | $140.15 | $140K | Filing |
| 2026-08-03 | ALLEY J LINDSEY | officer: chief financial officer | P-Purchase | 4,020 | $124.52 | $501K | Filing |
| 2026-05-21 | Mund Ronald Scott | director | A-Grant/Award | 476 | $— | $0 | Filing |
| 2026-05-21 | SCHRIESHEIM ROBERT A | director | A-Grant/Award | 1,129 | $— | $0 | Filing |
| 2026-05-21 | ZUBER PAUL ANDREW | director | A-Grant/Award | 797 | $— | $0 | Filing |
| 2026-05-21 | Zucker Gillian Beth | director | A-Grant/Award | 996 | $— | $0 | Filing |
| 2026-05-21 | Bassey Ekpedeme M | director | A-Grant/Award | 797 | $— | $0 | Filing |
| 2026-05-21 | Walker Cyrus D. | director | A-Grant/Award | 996 | $— | $0 | Filing |
| 2026-05-21 | BEISER SCOTT L | officer: co-chairman | S-Sale | 6,265 | $150.26 | $941K | Filing |
| 2026-04-01 | CRAIN CHRISTOPHER M | officer: general counsel | S-Sale | 500 | $143.40 | $72K | Filing |
| 2026-02-06 | SCHRIESHEIM ROBERT A | director | S-Sale | 5,000 | $170.86 | $854K | Filing |
| 2026-01-02 | CRAIN CHRISTOPHER M | officer: general counsel | S-Sale | 500 | $174.17 | $87K | Filing |
| 2025-12-05 | GOLD IRWIN | officer: co-chairman | G-Gift | 5,000 | $— | $0 | Filing |
| 2025-11-26 | CRAIN CHRISTOPHER M | officer: general counsel | G-Gift | 1,200 | $— | $0 | Filing |
| 2025-11-10 | BEISER SCOTT L | officer: co-chairman | G-Gift | 8,000 | $— | $0 | Filing |
| 2025-10-01 | Mund Ronald Scott | director | A-Grant/Award | 483 | $— | $0 | Filing |
| 2025-09-16 | GOLD IRWIN | officer: co-chairman | S-Sale | 6,811 | $202.75 | $1.4M | Filing |
| 2025-09-02 | CRAIN CHRISTOPHER M | officer: general counsel | S-Sale | 500 | $196.22 | $98K | Filing |
| 2025-08-27 | SIEGERT PAUL ERIC | officer: co-chairman | S-Sale | 40,000 | $199.95 | $8.0M | Filing |
| 2025-07-14 | Zucker Gillian Beth | director | S-Sale | 200 | $191.65 | $38K | Filing |
| 2025-06-30 | GOLD IRWIN | officer: co-chairman | S-Sale | 5,000 | $182.81 | $914K | Filing |
| 2025-06-26 | GOLD IRWIN | officer: co-chairman | G-Gift | 5,000 | $— | $0 | Filing |
| 2025-06-13 | Zucker Gillian Beth | director | S-Sale | 200 | $174.37 | $35K | Filing |
| 2025-06-02 | CRAIN CHRISTOPHER M | officer: general counsel | S-Sale | 500 | $173.02 | $87K | Filing |
🏛️ Congressional Trades
25 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-08-07 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-07-16 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-07-16 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-07-15 | Gilbert Ray Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-06-18 | Michael McCaul | House | Sell | $1,001 - $15,000 | Filing |
| 2026-06-18 | Michael T. McCaul | House | Sell | $1,001 - $15,000 | Filing |
| 2026-03-03 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-03-02 | Gilbert Ray Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2025-06-04 | Kelly Louise Morrison | House | Sell | $1,001 - $15,000 | Filing |
| 2025-06-03 | Kelly Morrison | House | Sell | $1,001 - $15,000 | Filing |
| 2025-04-09 | Josh Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2025-04-08 | Josh S. Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2025-01-16 | Michael McCaul | House | Sell | $50,001 - $100,000 | Filing |
| 2025-01-16 | Michael T. McCaul | House | Sell | $50,001 - $100,000 | Filing |
| 2024-08-26 | Michael McCaul | House | Sell | $1,001 - $15,000 | Filing |
| 2024-01-17 | Michael McCaul | House | Sell | $1,001 - $15,000 | Filing |
| 2024-01-17 | Michael McCaul | House | Sell | $1,001 - $15,000 | Filing |
| 2023-12-20 | Josh Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2023-11-01 | Michael McCaul | House | Buy | $15,001 - $50,000 | Filing |
| 2023-11-01 | Michael McCaul | House | Buy | $15,001 - $50,000 | Filing |
| 2023-02-09 | Diana Harshbarger | House | Sell | $1,001 - $15,000 | Filing |
| 2023-02-09 | Diana Harshbarger | House | Sell | $1,001 - $15,000 | Filing |
| 2023-01-11 | Josh Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2022-12-14 | Michael McCaul | House | Sell | $1,001 - $15,000 | Filing |
| 2022-12-14 | Michael McCaul | House | Sell | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,240,406 | $703M | -40,394 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,774,115 | $372M | -4,295 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,439,724 | $327M | +20,392 | 2026-06-30 | Filing |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGE | 2,426,619 | $325M | -215,527 | 2026-06-30 | Filing |
| EARNEST PARTNERS LLC | 2,172,720 | $291M | -56,264 | 2026-06-30 | Filing |
| ROYAL BANK OF CANADA | 1,992,096 | $267M | +240,601 | 2026-06-30 | Filing |
| STATE STREET CORP | 1,749,472 | $235M | +55,776 | 2026-06-30 | Filing |
| MORGAN STANLEY | 1,690,245 | $227M | +98,236 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 1,383,912 | $186M | +32,703 | 2026-06-30 | Filing |
| BANK OF MONTREAL /CAN | 1,300,687 | $174M | +151,088 | 2026-06-30 | Filing |
| CITADEL ADVISORS LLC | 1,227,541 | $165M | +739,389 | 2026-06-30 | Filing |
| NEUBERGER BERMAN GROUP LLC | 992,787 | $133M | +381,844 | 2026-06-30 | Filing |
| FIDUCIARY MANAGEMENT INC /WI | 938,411 | $126M | +134,839 | 2026-06-30 | Filing |
| WELLINGTON MANAGEMENT GROUP LLP | 929,760 | $125M | -431,650 | 2026-06-30 | Filing |
| BANK OF AMERICA CORP /DE | 890,616 | $119M | -60,256 | 2026-06-30 | Filing |
| BAMCO INC /NY | 869,544 | $117M | -191,859 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 825,406 | $111M | +201,690 | 2026-06-30 | Filing |
| Qube Research & Technologies Ltd | 705,487 | $95M | +450,323 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 692,896 | $93M | +76,377 | 2026-06-30 | Filing |
| FMR LLC | 690,813 | $93M | -165,211 | 2026-06-30 | Filing |