Houlihan Lokey, Inc.
US ˙ NYSE ˙ US4415931009

SecurityHLI / Houlihan Lokey, Inc.
InstitutionPrudential Financial Inc
Latest Disclosed Ownership68,827 shares
Latest Disclosed Value $ 9,884,934
Prudential Financial Inc reports 87.58% increase in ownership of HLI / Houlihan Lokey, Inc.

On May 13, 2026 - Prudential Financial Inc filed a 13F-HR form disclosing ownership of 68,827 shares of Houlihan Lokey, Inc. (US:HLI) valued at $9,884,934 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 36,692 shares of Houlihan Lokey, Inc.. This represents a change in shares of 87.58% during the quarter. The current value of the position is $9,718,372 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F HOULIHAN LOKEY CL A 441593100 68,827 32,135 87.58 9,885 53.19 0.0068
2026-02-13 2025-12-31 13F HOULIHAN LOKEY CL A 441593100 36,692 -40,009 -52.16 6,452 -59.03 0.0078
2025-11-13 2025-09-30 13F HOULIHAN LOKEY CL A 441593100 76,701 27,858 57.04 15,748 79.18 0.0187
2025-08-12 2025-06-30 13F HOULIHAN LOKEY CL A 441593100 48,843 -31,638 -39.31 8,789 -32.38 0.0114
2025-05-13 2025-03-31 13F HOULIHAN LOKEY CL A 441593100 80,481 -266,988 -76.84 12,998 -78.46 0.0185
2025-02-11 2024-12-31 13F HOULIHAN LOKEY CL A 441593100 347,469 305,685 731.58 60,341 813.98 0.0827
2024-11-14 2024-09-30 13F HOULIHAN LOKEY CL A 441593100 41,784 11,531 38.12 6,603 61.85 0.0093
2024-08-13 2024-06-30 13F HOULIHAN LOKEY CL A 441593100 30,253 15,747 108.56 4,080 119.42 0.0061
2024-05-14 2024-03-31 13F HOULIHAN LOKEY CL A 441593100 14,506 -2,829 -16.32 1,860 -10.54 0.0026
2024-02-13 2023-12-31 13F HOULIHAN LOKEY CL A 441593100 17,335 3,718 27.30 2,079 42.52 0.0031
2023-11-13 2023-09-30 13F HOULIHAN LOKEY CL A 441593100 13,617 253 1.89 1,459 39.39 0.0023
2023-08-11 2023-06-30 13F HOULIHAN LOKEY CL A 441593100 13,364 -1,412 -9.56 1,047 -9.59 0.0015
2023-05-12 2023-03-31 13F HOULIHAN LOKEY CL A 441593100 14,776 -283 -1.88 1,157 -11.81 0.0018
2023-02-14 2022-12-31 13F HOULIHAN LOKEY CL A 441593100 15,059 -31 -0.21 1,313 14.09 0.0022
2022-11-04 2022-09-30 13F HOULIHAN LOKEY CL A 441593100 15,090 428 2.92 1,150 -3.12 0.0019
2022-08-15 2022-06-30 13F HOULIHAN LOKEY CL A 441593100 14,662 -4,592 -23.85 1,187 -29.80 0.0019
2022-05-13 2022-03-31 13F HOULIHAN LOKEY CL A 441593100 19,254 -70,199 -78.48 1,691 -82.08 0.0022
2022-02-14 2021-12-31 13F HOULIHAN LOKEY CL A 441593100 89,453 73,009 443.99 9,435 529.00 0.0117
2021-11-15 2021-09-30 13F HOULIHAN LOKEY CL A 441593100 16,444 65 0.40 1,500 11.94 0.0021
2021-08-16 2021-06-30 13F HOULIHAN LOKEY CL A 441593100 16,379 -209 -1.26 1,340 21.49 0.0018
2021-05-12 2021-03-31 13F HOULIHAN LOKEY CL A 441593100 16,588 247 1.51 1,103 0.36 0.0017
2021-08-16 2020-12-31 13F/A-1 HOULIHAN LOKEY CL A 0067 441593100 16,341 6,021 58.34 1,099 80.46 0.0018
2021-02-16 2020-12-31 13F HOULIHAN LOKEY CL A 441593100 16,341 6,021 1,099 0.0018
2021-08-05 2020-09-30 13F/A-1 HOULIHAN LOKEY CL A 441593100 10,320 7,485 264.02 609 285.44 0.0880
2020-11-16 2020-09-30 13F HOULIHAN LOKEY CL A 441593100 3,923 1,088 232 0.0004
2021-08-05 2020-06-30 13F/A-1 HOULIHAN LOKEY CL A 0055 441593100 2,835 582 25.83 158 35.04 0.0293
2020-08-12 2020-06-30 13F HOULIHAN LOKEY CL A 441593100 14,093 11,840 784 0.0015
2021-08-05 2020-03-31 13F/A-1 HOULIHAN LOKEY CL A 0052 441593100 2,253 -3,277 -59.26 117 -56.83 0.0304
2020-05-12 2020-03-31 13F HOULIHAN LOKEY CL A 441593100 5,513 -17 287 0.0006
2021-08-05 2019-12-31 13F/A-1 HOULIHAN LOKEY CL A 0048 441593100 5,530 4,162 304.24 271 337.10 0.0706
2021-08-05 2019-09-30 13F/A-1 HOULIHAN LOKEY CL A 0045 441593100 1,368 -240 -14.93 62 -13.89 0.0202
2019-11-13 2019-09-30 13F HOULIHAN LOKEY CL A 441593100 13,031 11,423 588 0.0009
2021-08-05 2019-06-30 13F/A-1 HOULIHAN LOKEY CL A 441593100 1,608 391 32.13 72 28.57 0.0250
2019-08-08 2019-06-30 13F HOULIHAN LOKEY CL A 441593100 117,612 116,395 5,237 0.0082
2021-08-05 2019-03-31 13F/A-1 HOULIHAN LOKEY CL A 441593100 1,217 986 426.84 56 522.22 0.0238
2019-05-15 2019-03-31 13F HOULIHAN LOKEY CL A 441593100 136,095 135,864 6,240 0.0104
2021-08-05 2018-12-31 13F/A-1 HOULIHAN LOKEY CL A 441593100 231 128 124.27 9 80.00 0.0073
2019-02-07 2018-12-31 13F HOULIHAN LOKEY CL A 441593100 142,061 -2,612 5,228 0.0092
2021-09-01 2018-09-30 13F/A-1 HOULIHAN LOKEY CL A 0044 441593100 103 13 14.44 5 0.00 0.0080
2018-11-07 2018-09-30 13F HOULIHAN LOKEY CL A 441593100 144,673 144,583 6,500 0.0096
2021-09-01 2018-06-30 13F/A-1 HOULIHAN LOKEY CL A 441593100 90 -220,483 -99.96 5 -99.95 0.0179
2018-08-13 2018-06-30 13F HOULIHAN LOKEY CL A 441593100 221,053 480 11,322 0.0169
2018-05-04 2018-03-31 13F HOULIHAN LOKEY CL A 441593100 220,573 -18,926 -7.90 9,838 -9.59 0.0150
2018-02-13 2017-12-31 13F HOULIHAN LOKEY CL A 441593100 239,499 13,889 6.16 10,881 23.26 0.0148
2017-11-02 2017-09-30 13F HOULIHAN LOKEY CL A 441593100 225,610 45,770 25.45 8,828 40.64 0.0146
2017-08-07 2017-06-30 13F HOULIHAN LOKEY CL A 441593100 179,840 -43,060 -19.32 6,277 -18.26 0.0093
2017-05-10 2017-03-31 13F HOULIHAN LOKEY CL A 441593100 222,900 222,900 7,679 0.0120
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.