Houlihan Lokey, Inc.
US ˙ NYSE ˙ US4415931009

SecurityHLI / Houlihan Lokey, Inc.
InstitutionAmundi
Latest Disclosed Ownership113,465 shares
Latest Disclosed Value $ 16,295,844
Amundi reports 322.79% increase in ownership of HLI / Houlihan Lokey, Inc.

On May 15, 2026 - Amundi filed a 13F-HR form disclosing ownership of 113,465 shares of Houlihan Lokey, Inc. (US:HLI) valued at $16,295,843 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 26,837 shares of Houlihan Lokey, Inc.. This represents a change in shares of 322.79% during the quarter. The current value of the position is $15,706,960 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F HOULIHAN LOKEY CL A 441593100 113,465 86,628 322.79 16,296 248.63 0.0019
2026-02-17 2025-12-31 13F HOULIHAN LOKEY CL A 441593100 26,837 -81,003 -75.11 4,675 -77.99 0.0013
2025-11-14 2025-09-30 13F HOULIHAN LOKEY CL A 441593100 107,840 -59,871 -35.70 21,237 -30.98 0.0068
2025-08-13 2025-06-30 13F HOULIHAN LOKEY CL A 441593100 167,711 104,278 164.39 30,770 216.42 0.0106
2025-05-15 2025-03-31 13F HOULIHAN LOKEY CL A 441593100 63,433 50,847 404.00 9,725 345.65 0.0035
2025-02-07 2024-12-31 13F HOULIHAN LOKEY CL A 441593100 12,586 12,451 9,222.96 2,182 9,818.18 0.0008
2024-11-13 2024-09-30 13F HOULIHAN LOKEY CL A 441593100 135 -6,603 -98.00 22 -97.57 0.0000
2024-08-14 2024-06-30 13F HOULIHAN LOKEY CL A 441593100 6,738 6,738 907 0.0003
2024-02-14 2023-12-31 13F HOULIHAN LOKEY CL A 441593100 0 -11,801 -100.00 0 -100.00
2023-11-14 2023-09-30 13F HOULIHAN LOKEY CL A 441593100 11,801 11,801 1,269 0.0006
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.