Houlihan Lokey, Inc.
US ˙ NYSE ˙ US4415931009

SecurityHLI / Houlihan Lokey, Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership610,943 shares
Latest Disclosed Value $ 87,743,646
Neuberger Berman Group LLC reports 2.84% decrease in ownership of HLI / Houlihan Lokey, Inc.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 610,943 shares of Houlihan Lokey, Inc. (US:HLI) valued at $87,743,634 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 628,778 shares of Houlihan Lokey, Inc.. This represents a change in shares of -2.84% during the quarter. The current value of the position is $85,073,813 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)
2026-05-14 2026-03-31 13F HOULIHAN LOKEY INC A Common 441593100 610,943 -17,835 -2.84 87,744 -19.89 0.0341
2026-02-13 2025-12-31 13F HOULIHAN LOKEY INC A Common 441593100 628,778 -36,958 -5.55 109,527 -19.87 0.0815
2025-11-12 2025-09-30 13F HOULIHAN LOKEY INC A Common 441593100 665,736 -16,055 -2.35 136,689 11.41 0.0999
2025-08-25 2025-06-30 13F/A-1 HOULIHAN LOKEY INC A Common 441593100 681,791 -18,860 -2.69 122,688 8.42 0.0944
2025-08-13 2025-06-30 13F HOULIHAN LOKEY INC A Common 441593100 681,791 -18,860 122,688 0.0488
2025-05-13 2025-03-31 13F HOULIHAN LOKEY INC A Common 441593100 700,651 -240,279 -25.54 113,155 -30.75 0.0948
2025-02-13 2024-12-31 13F HOULIHAN LOKEY INC A Common 441593100 940,930 14,397 1.55 163,402 11.61 0.1297
2024-11-14 2024-09-30 13F HOULIHAN LOKEY INC A Common 441593100 926,533 -3,929 -0.42 146,411 16.68 0.1142
2024-11-14 2024-06-30 13F/A-1 HOULIHAN LOKEY INC A Common 441593100 930,462 -72,824 -7.26 125,482 -2.43 0.1030
2024-08-13 2024-06-30 13F HOULIHAN LOKEY INC A Common 441593100 930,462 -72,824 125,482 0.1030
2024-11-14 2024-03-31 13F/A-1 HOULIHAN LOKEY INC A Common 441593100 1,003,286 -30,940 -2.99 128,611 3.71 0.1063
2024-05-13 2024-03-31 13F HOULIHAN LOKEY INC A Common 441593100 1,003,286 -30,940 128,611 0.1063
2024-11-14 2023-12-31 13F/A-2 HOULIHAN LOKEY INC A Common 441593100 1,034,226 -9,618 -0.92 124,014 10.91 0.1081
2024-02-09 2023-12-31 13F HOULIHAN LOKEY INC A Common 441593100 1,034,226 -9,618 124,014 0.1081
2023-11-14 2023-09-30 13F HOULIHAN LOKEY INC A Common 441593100 1,043,844 -3,763 -0.36 111,817 8.57 0.1019
2023-08-11 2023-06-30 13F HOULIHAN LOKEY INC A Common 441593100 1,047,607 -32,540 -3.01 102,990 8.98 0.0921
2023-05-12 2023-03-31 13F HOULIHAN LOKEY INC A Common 441593100 1,080,147 -17,986 -1.64 94,502 -1.27 0.0876
2023-02-13 2022-12-31 13F HOULIHAN LOKEY INC A Common 441593100 1,098,133 -8,141 -0.74 95,713 14.78 0.0938
2022-11-15 2022-09-30 13F HOULIHAN LOKEY INC A Common 441593100 1,106,274 -11,677 -1.04 83,391 -5.50 0.0871
2022-08-15 2022-06-30 13F HOULIHAN LOKEY INC A Common 441593100 1,117,951 -26,210 -2.29 88,240 -12.16 0.0887
2022-05-23 2022-03-31 13F/A-1 HOULIHAN LOKEY INC A Common 441593100 1,144,161 -29,716 -2.53 100,458 -17.29 0.0851
2022-05-13 2022-03-31 13F HOULIHAN LOKEY INC A Common 441593100 1,144,161 -29,716 100,407 0.0448
2022-02-11 2021-12-31 13F HOULIHAN LOKEY INC A Common 441593100 1,173,877 -92,376 -7.30 121,461 4.19 0.0953
2021-11-12 2021-09-30 13F HOULIHAN LOKEY INC A Common 441593100 1,266,253 -168,178 -11.72 116,572 -0.60 0.1019
2021-08-13 2021-06-30 13F HOULIHAN LOKEY INC A Common 441593100 1,434,431 -74,212 -4.92 117,277 16.92 0.1024
2021-05-13 2021-03-31 13F HOULIHAN LOKEY INC A Common 441593100 1,508,643 -288,175 -16.04 100,304 -16.96 0.0958
2021-02-10 2020-12-31 13F HOULIHAN LOKEY INC A Common 441593100 1,796,818 13,216 0.74 120,796 14.69 0.1252
2020-11-12 2020-09-30 13F HOULIHAN LOKEY INC A Common 441593100 1,783,602 -39,283 -2.15 105,322 3.84 0.1249
2020-08-13 2020-06-30 13F HOULIHAN LOKEY INC A Common 441593100 1,822,885 192,885 11.83 101,425 19.39 0.1261
2020-05-14 2020-03-31 13F HOULIHAN LOKEY INC A Common 441593100 1,630,000 79,715 5.14 84,956 12.14 0.1295
2020-02-12 2019-12-31 13F HOULIHAN LOKEY INC A Common 441593100 1,550,285 -47,570 -2.98 75,762 5.13 0.0884
2019-11-13 2019-09-30 13F HOULIHAN LOKEY INC A Common 441593100 1,597,855 71,915 4.71 72,063 6.05 0.0880
2019-08-13 2019-06-30 13F HOULIHAN LOKEY INC A Common 441593100 1,525,940 -37,065 -2.37 67,950 -5.18 0.0813
2019-05-13 2019-03-31 13F HOULIHAN LOKEY INC A Common 441593100 1,563,005 -34,960 -2.19 71,664 21.87 0.0878
2019-02-12 2018-12-31 13F HOULIHAN LOKEY INC A Common 441593100 1,597,965 453,540 39.63 58,805 14.36 0.0820
2018-11-16 2018-09-30 13F/A-1 HOULIHAN LOKEY INC A Common 441593100 1,144,425 -42,195 -3.56 51,419 -15.40 0.0583
2018-11-13 2018-09-30 13F HOULIHAN LOKEY INC A Common 441593100 1,144,425 -42,195 51,419
2018-08-13 2018-06-30 13F HOULIHAN LOKEY INC A Common 441593100 1,186,620 -45,545 -3.70 60,779 10.60 0.0671
2018-05-08 2018-03-31 13F HOULIHAN LOKEY INC A Common 441593100 1,232,165 138,040 12.62 54,955 10.56 0.0628
2018-02-14 2017-12-31 13F HOULIHAN LOKEY INC A Common 441593100 1,094,125 -64,665 -5.58 49,706 9.62 0.0571
2017-11-15 2017-09-30 13F HOULIHAN LOKEY COMMON STOCK 441593100 1,158,790 -34,485 -2.89 45,343 8.88 0.0567
2017-08-08 2017-06-30 13F HOULIHAN LOKEY COMMON STOCK 441593100 1,193,275 655,940 122.07 41,645 124.97 0.0535
2017-05-10 2017-03-31 13F HOULIHAN LOKEY COMMON STOCK 441593100 537,335 537,335 18,511 0.0239
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.