§ FINANCIAL SERVICES
USD · Financial ServicesHLI
HOULIHAN LOKEY INC
USDSector · Financial ServicesBeta · 1.05
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
235 increased/new, 207 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 17.2 | P/B | 5.19 |
| EPS (TTM) | 6.52 | Dividend | 1.73% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 5.3M | 0.0% | +1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.8M | n/a | n/a |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.6M | 1.1% | −5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | n/a | n/a |
| EARNEST PARTNERS LLC | 2.2M | 1.3% | −3% |
| ROYAL BANK OF CANADA | 1.8M | 0.0% | +3% |
◇ AC INTELLIGENCE
Top institutional owners for HLI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER16.7% · 0 holders
OTHER38.9% · 415 holders
DEALER / BANK15.0% · 40 holders
QUALITY / COMPOUNDER14.2% · 30 holders
PASSIVE / INDEX11.4% · 11 holders
INCOME / DEFENSIVE1.5% · 30 holders
TACTICAL / MACRO1.5% · 5 holders
SYSTEMATIC / QUANT0.4% · 6 holders
DEEP VALUE0.3% · 3 holders
ACTIVIST0.2% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for HLI in the last 180 days.