Houlihan Lokey, Inc.
US ˙ NYSE ˙ US4415931009

SecurityHLI / Houlihan Lokey, Inc.
InstitutionAmalgamated Bank
Latest Disclosed Ownership25,205 shares
Latest Disclosed Value $ 3,620
Amalgamated Bank reports 1.45% increase in ownership of HLI / Houlihan Lokey, Inc.

On May 8, 2026 - Amalgamated Bank filed a 13F-HR form disclosing ownership of 25,205 shares of Houlihan Lokey, Inc. (US:HLI) valued at $3,619,942 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 24,844 shares of Houlihan Lokey, Inc.. This represents a change in shares of 1.45% during the quarter. The current value of the position is $3,509,796 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)
2026-05-08 2026-03-31 13F HOULIHAN LOKEY COM 441593100 25,205 361 1.45 4 -25.00 0.0277
2026-02-05 2025-12-31 13F HOULIHAN LOKEY COM 441593100 24,844 -1,975 -7.36 4 -20.00 0.0312
2025-10-29 2025-09-30 13F HOULIHAN LOKEY COM 441593100 26,819 551 2.10 6 25.00 0.0393
2025-08-04 2025-06-30 13F HOULIHAN LOKEY COM 441593100 26,268 -130 -0.49 5 0.00 0.0365
2025-04-25 2025-03-31 13F HOULIHAN LOKEY COM 441593100 26,398 -759 -2.79 4 0.00 0.0365
2025-02-04 2024-12-31 13F HOULIHAN LOKEY COM 441593100 27,157 -77 -0.28 5 0.00 0.0387
2024-10-30 2024-09-30 13F HOULIHAN LOKEY COM 441593100 27,234 740 2.79 4 33.33 0.0355
2024-08-12 2024-06-30 13F HOULIHAN LOKEY COM 441593100 26,494 -1,942 -6.83 4 0.00 0.0304
2024-04-23 2024-03-31 13F HOULIHAN LOKEY COM 441593100 28,436 -5,198 -15.45 4 -25.00 0.0312
2024-02-06 2023-12-31 13F HOULIHAN LOKEY COM 441593100 33,634 24,441 265.87 4 0.0322
2023-11-08 2023-09-30 13F HOULIHAN LOKEY COM 441593100 9,193 1,413 18.16 1 0.0084
2023-08-11 2023-06-30 13F HOULIHAN LOKEY COM 441593100 7,780 615 8.58 1 0.0062
2023-05-02 2023-03-31 13F HOULIHAN LOKEY COM 441593100 7,165 -1,046 -12.74 1 0.0053
2023-02-10 2022-12-31 13F HOULIHAN LOKEY COM 441593100 8,211 116 1.43 1 -100.00 0.0064
2022-11-09 2022-09-30 13F HOULIHAN LOKEY COM 441593100 8,095 15 0.19 610 -4.39 0.0059
2022-08-15 2022-06-30 13F HOULIHAN LOKEY COM 441593100 8,080 -4 -0.05 638 -10.14 0.0059
2022-08-25 2022-03-31 13F/A-1 HOULIHAN LOKEY COM 441593100 8,084 -607 -6.98 710 -21.11 0.0055
2022-06-30 2022-03-31 13F HOULIHAN LOKEY COM 441593100 8,084 -607 710 0.0056
2022-02-15 2021-12-31 13F/A-1 HOULIHAN LOKEY COM 441593100 8,691 -93 -1.06 900 11.25 0.0066
2022-02-15 2021-12-31 13F HOULIHAN LOKEY COM 441593100 8,691 -93 900 0.0066
2021-10-29 2021-09-30 13F HOULIHAN LOKEY COM 441593100 8,784 -710 -7.48 809 4.12 0.0068
2021-08-16 2021-06-30 13F HOULIHAN LOKEY COM 441593100 9,494 2,124 28.82 777 58.57 0.0062
2021-05-13 2021-03-31 13F HOULIHAN LOKEY COM 441593100 7,370 -716 -8.85 490 -9.93 0.0184
2021-02-12 2020-12-31 13F HOULIHAN LOKEY COM 441593100 8,086 127 1.60 544 15.74 0.0206
2020-10-30 2020-09-30 13F HOULIHAN LOKEY COM 441593100 7,959 878 12.40 470 19.29 0.0204
2020-08-10 2020-06-30 13F HOULIHAN LOKEY COM 441593100 7,081 -438 -5.83 394 0.51 0.0182
2020-05-13 2020-03-31 13F HOULIHAN LOKEY COM 441593100 7,519 -201 -2.60 392 3.98 0.0096
2020-02-13 2019-12-31 13F HOULIHAN LOKEY COM 441593100 7,720 995 14.80 377 24.42 0.0069
2019-11-13 2019-09-30 13F HOULIHAN LOKEY COM 441593100 6,725 676 11.18 303 12.64 0.0064
2019-08-14 2019-06-30 13F HOULIHAN LOKEY COM 441593100 6,049 944 18.49 269 14.96 0.0063
2019-05-15 2019-03-31 13F HOULIHAN LOKEY COM 441593100 5,105 5,105 234 0.0057
2018-11-14 2018-09-30 13F HOULIHAN LOKEY COM 441593100 0 -4,553 -100.00 0 -100.00
2018-07-18 2018-06-30 13F HOULIHAN LOKEY COM 441593100 4,553 4,553 233 0.0057
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.