HLI Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 22.83%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $11,908,709.93

Houlihan Lokey Insider Trading History Chart

Houlihan Lokey Share Price & Price History

^$179.64

▲ +2.919 (1.65%)

As of 12/4/2025 04:59 PM ET

Days: 30 | 90 | 365

Houlihan Lokey Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
9/16/2025	Irwin N. Gold	Chairman	Sell	6,811	$202.75	$1,380,930.25
9/2/2025	Christopher M Crain	General Counsel	Sell	500	$196.22	$98,110.00
8/27/2025	Paul Eric Siegert	Chairman	Sell	40,000	$199.95	$7,998,000.00
6/30/2025	Irwin N. Gold	Chairman	Sell	5,000	$182.81	$914,050.00
6/2/2025	Christopher M. Crain	General Counsel	Sell	500	$173.02	$86,510.00
5/19/2025	Scott L. Beiser	Chairman	Sell	8,008	$178.71	$1,431,109.68
10/14/2024	Gillian Beth Zucker	Director	Sell	200	$168.08	$33,616.00	6,601
9/13/2024	Gillian Beth Zucker	Director	Sell	200	$152.28	$30,456.00	6,801
9/3/2024	Christopher M. Crain	General Counsel	Sell	1,000	$155.29	$155,290.00
8/20/2024	Gillian Beth Zucker	Director	Sell	200	$152.49	$30,498.00	7,001
8/16/2024	Scott L. Beiser	Chairman	Sell	8,317	$151.89	$1,263,269.13
6/28/2024	Irwin N. Gold	Chairman	Sell	9,902	$135.25	$1,339,245.50
6/4/2024	David A. Preiser	insider	Sell	20,000	$133.21	$2,664,200.00
3/1/2024	Christopher M. Crain	General Counsel	Sell	1,000	$128.94	$128,940.00
12/27/2023	Irwin N. Gold	Chairman	Sell	10,000	$122.18	$1,221,800.00
12/19/2023	Christopher M. Crain	General Counsel	Sell	1,500	$120.12	$180,180.00
12/1/2023	Christopher M. Crain	General Counsel	Sell	1,000	$107.17	$107,170.00
11/30/2023	J. Lindsey Alley	CFO	Sell	10,000	$107.48	$1,074,800.00
11/3/2023	Scott L. Beiser	CEO	Sell	9,084	$105.78	$960,905.52
8/16/2023	Christopher M. Crain	General Counsel	Sell	1,000	$100.66	$100,660.00
6/7/2023	Irwin N. Gold	Chairman	Sell	10,000	$91.23	$912,300.00
6/5/2023	Christopher M. Crain	General Counsel	Sell	1,000	$90.74	$90,740.00
6/2/2023	Irwin N. Gold	Chairman	Sell	5,389	$90.09	$485,495.01

SEC Filings (Institutional Ownership Changes) for Houlihan Lokey (NYSE:HLI)

78.07% of Houlihan Lokey stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Houlihan Lokey Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/2/2025	Allworth Financial LP	1,005	$0.21M	0.0%	+13.3%	0.001%
12/2/2025	IFP Advisors Inc	1,575	$0.34M	0.0%	-6.4%	0.002%
12/2/2025	Swiss Life Asset Management Ltd	2,488	$0.51M	0.0%	+78.1%	0.004%
11/22/2025	Prana Capital Management LP	61,549	$12.64M	0.4%	+597.1%	0.088%
11/19/2025	Faithward Advisors LLC	17,935	$3.68M	0.5%	N/A	0.026%
11/19/2025	Coldstream Capital Management Inc.	1,011	$0.21M	0.0%	N/A	0.001%
11/18/2025	Advisory Services Network LLC	7,267	$1.49M	0.0%	+1.8%	0.010%
11/18/2025	Dorsey Wright & Associates	26,869	$5.52M	1.2%	+4.7%	0.038%
11/17/2025	Harvest Investment Services LLC	1,032	$0.21M	0.0%	-9.4%	0.001%
11/17/2025	Jacobs Levy Equity Management Inc.	18,737	$3.85M	0.0%	-94.5%	0.027%
11/17/2025	Kestra Private Wealth Services LLC	6,142	$1.26M	0.0%	+191.0%	0.009%
11/17/2025	NewEdge Advisors LLC	29,569	$6.07M	0.0%	+0.8%	0.042%
11/17/2025	Synergy Financial Group LTD	975	$0.20M	0.1%	N/A	0.001%
11/17/2025	CANADA LIFE ASSURANCE Co	42,954	$8.85M	0.0%	+2.5%	0.061%
11/17/2025	Caxton Associates LLP	16,174	$3.32M	0.1%	N/A	0.023%
11/17/2025	PDT Partners LLC	32,615	$6.70M	0.4%	+60.3%	0.047%
11/17/2025	Dark Forest Capital Management LP	19,258	$3.95M	0.1%	-19.9%	0.027%
11/17/2025	American Trust	1,680	$0.35M	0.0%	-12.5%	0.002%
11/17/2025	United Capital Financial Advisors LLC	4,113	$0.84M	0.0%	N/A	0.006%
11/17/2025	Voleon Capital Management LP	7,436	$1.53M	0.0%	-51.0%	0.011%
11/17/2025	Voloridge Investment Management LLC	57,841	$11.88M	0.0%	-15.9%	0.083%
11/17/2025	Verition Fund Management LLC	1,173	$0.24M	0.0%	-86.7%	0.002%
11/17/2025	Tidal Investments LLC	20,681	$4.25M	0.0%	-6.0%	0.030%
11/17/2025	State Street Corp	1,715,003	$352.12M	0.0%	-0.1%	2.448%
11/17/2025	Qube Research & Technologies Ltd	208,513	$42.81M	0.0%	-24.0%	0.298%
11/17/2025	Resources Management Corp CT ADV	3,697	$0.76M	0.1%	-36.7%	0.005%
11/17/2025	Public Employees Retirement System of Ohio	53,714	$11.03M	0.0%	+2.1%	0.077%
11/17/2025	Northwestern Mutual Wealth Management Co.	956	$0.20M	0.0%	+7.9%	0.001%
11/17/2025	Northern Trust Corp	536,488	$110.15M	0.0%	-0.4%	0.766%
11/17/2025	Mariner LLC	14,504	$2.98M	0.0%	+10.4%	0.021%
11/17/2025	Mercer Global Advisors Inc. ADV	4,576	$0.94M	0.0%	+74.9%	0.007%
11/17/2025	Millennium Management LLC	93,481	$19.19M	0.0%	-18.3%	0.133%
11/17/2025	Lido Advisors LLC	1,081	$0.22M	0.0%	N/A	0.002%
11/17/2025	Integrated Wealth Concepts LLC	4,220	$0.87M	0.0%	-37.7%	0.006%
11/17/2025	Earnest Partners LLC	2,421,133	$497.11M	2.2%	-2.1%	3.455%
11/17/2025	Elevation Point Wealth Partners LLC	982	$0.20M	0.0%	-45.5%	0.001%
11/17/2025	Brevan Howard Capital Management LP	3,653	$0.75M	0.0%	-32.1%	0.005%
11/17/2025	Crawford Investment Counsel Inc.	8,470	$1.74M	0.0%	-10.6%	0.012%
11/17/2025	Cannell & Spears LLC	10,504	$2.16M	0.0%	-1.0%	0.015%
11/17/2025	Cinctive Capital Management LP	8,517	$1.75M	0.1%	N/A	0.012%
11/17/2025	Ausdal Financial Partners Inc.	1,066	$0.22M	0.0%	N/A	0.002%
11/17/2025	Bamco Inc. NY	1,130,190	$232.05M	0.6%	-1.4%	1.613%
11/17/2025	California Public Employees Retirement System	100,714	$20.68M	0.0%	+4.4%	0.144%
11/17/2025	Bank of America Corp DE	1,000,180	$205.36M	0.0%	-4.0%	1.427%
11/17/2025	Bank of Nova Scotia	13,990	$2.87M	0.0%	-79.0%	0.020%
11/17/2025	Aquatic Capital Management LLC	4,996	$1.03M	0.0%	-83.2%	0.007%
11/17/2025	Algert Global LLC	6,026	$1.24M	0.0%	-11.1%	0.009%
11/17/2025	Alliancebernstein L.P.	460,665	$94.58M	0.0%	-5.7%	0.657%
11/17/2025	Ameriprise Financial Inc.	104,613	$21.48M	0.0%	-78.6%	0.149%
11/14/2025	Creative Planning	18,488	$3.80M	0.0%	+121.3%	0.026%
11/14/2025	FJ Capital Management LLC	11,860	$2.44M	0.3%	-1.8%	0.017%
11/14/2025	AQR Capital Management LLC	234,024	$48.05M	0.0%	+77.9%	0.333%
11/14/2025	Ancora Advisors LLC	276,828	$56.84M	1.1%	-1.6%	0.394%
11/14/2025	Raymond James Financial Inc.	841,949	$172.87M	0.1%	-3.7%	1.197%
11/14/2025	Amundi	107,840	$21.24M	0.0%	-35.7%	0.153%
11/14/2025	Caisse de depot et placement du Quebec	170,617	$35.03M	0.1%	+411.1%	0.243%
11/14/2025	Man Group plc	39,238	$8.06M	0.0%	-9.9%	0.056%
11/14/2025	Horizon Investments LLC	28,586	$5.87M	0.1%	+45.6%	0.041%
11/14/2025	Zurcher Kantonalbank Zurich Cantonalbank	16,649	$3.42M	0.0%	+5.7%	0.024%
11/14/2025	Fiduciary Trust Co	3,141	$0.65M	0.0%	+4.4%	0.004%
11/14/2025	Brooklyn Investment Group	2,603	$0.53M	0.0%	+266.6%	0.004%
11/14/2025	UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC	145,135	$29.80M	0.0%	-34.6%	0.206%
11/14/2025	Cim LLC	7,985	$1.64M	0.2%	N/A	0.011%
11/14/2025	Two Sigma Investments LP	5,474	$1.12M	0.0%	-92.3%	0.008%
11/14/2025	Vident Advisory LLC	2,834	$0.58M	0.0%	+5.5%	0.004%
11/14/2025	Squarepoint Ops LLC	35,363	$7.26M	0.0%	N/A	0.050%
11/14/2025	Wellington Management Group LLP	1,372,703	$281.84M	0.0%	-5.9%	1.952%
11/14/2025	Comerica Bank	49,155	$10.09M	0.0%	+8.7%	0.070%
11/14/2025	Brown Brothers Harriman & Co.	1,308	$0.27M	0.0%	+62.7%	0.002%
11/13/2025	Pathstone Holdings LLC	22,160	$4.55M	0.0%	+7.2%	0.032%
11/13/2025	Vise Technologies Inc.	1,234	$0.25M	0.0%	+10.9%	0.002%
11/13/2025	Entropy Technologies LP	4,055	$0.83M	0.1%	-58.3%	0.006%
11/13/2025	Wealth High Governance Capital Ltda	72,000	$14.78M	4.2%	+45.2%	0.102%
11/13/2025	Rehmann Capital Advisory Group	1,896	$0.39M	0.0%	+11.7%	0.003%
11/13/2025	Pier Capital LLC	27,106	$5.57M	0.9%	-2.5%	0.039%
11/13/2025	Invesco Ltd.	827,525	$169.91M	0.0%	-2.3%	1.177%
11/13/2025	Sei Investments Co.	717,952	$147.41M	0.2%	+4.0%	1.021%
11/13/2025	BOKF NA	12,744	$2.62M	0.0%	+88.9%	0.018%
11/13/2025	UBS Group AG	282,751	$58.05M	0.0%	+9.2%	0.402%
11/13/2025	Capital Fund Management S.A.	31,680	$6.51M	0.0%	-9.7%	0.045%
11/13/2025	BNP Paribas Financial Markets	176,548	$36.25M	0.0%	-0.9%	0.251%
11/13/2025	Franklin Resources Inc.	266,527	$54.72M	0.0%	+5.1%	0.379%
11/13/2025	Quadrant Capital Group LLC	2,688	$0.55M	0.0%	+7.7%	0.004%
11/13/2025	Van ECK Associates Corp	45,319	$9.31M	0.0%	+1.4%	0.064%
11/13/2025	FourThought Financial Partners LLC	1,453	$0.30M	0.0%	N/A	0.002%
11/13/2025	Richard Bernstein Advisors LLC	9,459	$1.94M	0.1%	-59.4%	0.013%
11/13/2025	Capital Research Global Investors	956,441	$196.38M	0.0%	+19.7%	1.360%
11/13/2025	BW Gestao de Investimentos Ltda.	48,000	$9.86M	0.4%	+57.9%	0.068%
11/13/2025	Capital International Investors	570,904	$117.22M	0.0%	-28.5%	0.812%
11/13/2025	Legal & General Group Plc	105,945	$21.75M	0.0%	-4.7%	0.151%
11/13/2025	Vestcor Inc	16,895	$3.47M	0.1%	-46.4%	0.024%
11/13/2025	Bell Asset Management Ltd	19,185	$3.94M	1.1%	-37.4%	0.027%
11/13/2025	Swiss National Bank	104,236	$21.40M	0.0%	+1.1%	0.148%
11/13/2025	Russell Investments Group Ltd.	71,814	$14.75M	0.0%	-43.2%	0.102%
11/13/2025	Schroder Investment Management Group	243,107	$50.13M	0.0%	-1.8%	0.346%
11/13/2025	Jefferies Financial Group Inc.	1,378	$0.28M	0.0%	+8.8%	0.002%
11/13/2025	Parallel Advisors LLC	985	$0.20M	0.0%	+24.2%	0.001%
11/13/2025	Natixis Advisors LLC	325,374	$66.81M	0.1%	-7.1%	0.463%
11/13/2025	Grantham Mayo Van Otterloo & Co. LLC	168,550	$34.61M	0.1%	-29.9%	0.240%
11/13/2025	Ameriflex Group Inc.	362	$74K	0.0%	+174.2%	0.001%

Data available starting January 2016

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, 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, financial sponsors, and government agencies. The company was incorporated in 1972 and is headquartered in Los Angeles, California.

Today's Range

Now: $179.64

$175.71

$180.33

50 Day Range

MA: $186.94

$171.15

$206.03

52 Week Range

Now: $179.64

$137.99

$211.78

Volume

370,805 shs

Average Volume

354,116 shs

Market Capitalization

$12.59 billion

P/E Ratio

28.97

Dividend Yield

1.36%

Beta

0.95

Who are the company insiders with the largest holdings of Houlihan Lokey?: Houlihan Lokey's top insider shareholders include:
Gillian Beth Zucker (Director)
Christopher M Crain (General Counsel)
David A Preiser (Insider)
Irwin Gold (Chairman)
Paul Eric Siegert (Chairman)
Scott L Beiser (Chairman)
Learn More about top insider investors at Houlihan Lokey.
Who are the major institutional investors of Houlihan Lokey?: Houlihan Lokey's top institutional investors include:
Vanguard Group Inc. — 7.55%
Earnest Partners LLC — 3.46%
State Street Corp — 2.45%
Wellington Management Group LLP — 1.95%
Burgundy Asset Management Ltd. — 1.73%
Bamco Inc. NY — 1.61%
Learn More about top institutional investors of Houlihan Lokey stock.
Which institutional investors are selling Houlihan Lokey stock?: During the previous quarter, HLI stock was sold by these institutional investors:
Ameriprise Financial Inc.
Jacobs Levy Equity Management Inc.
Capital International Investors
Wellington Management Group LLP
UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC
Grantham Mayo Van Otterloo & Co. LLC
Qube Research & Technologies Ltd
Two Sigma Investments LP
During the previous year, company insiders that have sold Houlihan Lokey company stock include:
Gillian Beth Zucker (Director)
Christopher M Crain (General Counsel)
David A Preiser (Insider)
Irwin Gold (Chairman)
Learn More investors selling Houlihan Lokey stock.
Which institutional investors are buying Houlihan Lokey stock?: During the last quarter, HLI stock was purchased by institutional investors including:
Mayflower Financial Advisors LLC
Thrivent Financial for Lutherans
Capital Research Global Investors
Caisse de depot et placement du Quebec
Jennison Associates LLC
AQR Capital Management LLC
Barclays PLC
Westfield Capital Management Co. LP