Houlihan Lokey, Inc.
US ˙ NYSE ˙ US4415931009

SecurityHLI / Houlihan Lokey, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership41,992 shares
Latest Disclosed Value $ 6,030,884
Creative Planning reports 73.88% increase in ownership of HLI / Houlihan Lokey, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 41,992 shares of Houlihan Lokey, Inc. (US:HLI) valued at $6,030,891 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 24,150 shares of Houlihan Lokey, Inc.. This represents a change in shares of 73.88% during the quarter. The current value of the position is $5,847,386 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)
2026-05-12 2026-03-31 13F HOULIHAN LOKEY CL A 441593100 41,992 17,842 73.88 6,031 43.37 0.0040
2026-02-17 2025-12-31 13F HOULIHAN LOKEY CL A 441593100 24,150 5,662 30.63 4,207 10.83 0.0030
2025-11-14 2025-09-30 13F HOULIHAN LOKEY CL A 441593100 18,488 10,134 121.31 3,796 152.50 0.0029
2025-08-08 2025-06-30 13F HOULIHAN LOKEY CL A 441593100 8,354 899 12.06 1,503 24.94 0.0013
2025-05-15 2025-03-31 13F HOULIHAN LOKEY CL A 441593100 7,455 2,806 60.36 1,204 49.07 0.0011
2025-02-14 2024-12-31 13F HOULIHAN LOKEY CL A 441593100 4,649 1,085 30.44 807 43.34 0.0008
2024-10-11 2024-09-30 13F HOULIHAN LOKEY CL A 441593100 3,564 -50 -1.38 563 15.61 0.0006
2024-08-15 2024-06-30 13F HOULIHAN LOKEY CL A 441593100 3,614 350 10.72 487 16.51 0.0005
2024-05-13 2024-03-31 13F HOULIHAN LOKEY CL A 441593100 3,264 369 12.75 418 20.46 0.0005
2024-02-14 2023-12-31 13F HOULIHAN LOKEY CL A 441593100 2,895 152 5.54 347 18.43 0.0006
2023-11-16 2023-09-30 13F HOULIHAN LOKEY CL A 441593100 2,743 -60 -2.14 294 6.55 0.0004
2023-07-21 2023-06-30 13F HOULIHAN LOKEY CL A 441593100 2,803 435 18.37 276 32.85 0.0004
2023-05-15 2023-03-31 13F HOULIHAN LOKEY CL A 441593100 2,368 2,368 207 0.0003
2017-10-17 2017-09-30 13F HOULIHAN LOKEY CL A 441593100 0 -700 -100.00 0 -100.00
2017-07-12 2017-06-30 13F HOULIHAN LOKEY CL A 441593100 700 0 0.00 24 0.00 0.0001
2017-04-07 2017-03-31 13F HOULIHAN LOKEY CL A 441593100 700 0 0.00 24 9.09 0.0001
2017-01-09 2016-12-31 13F HOULIHAN LOKEY CL A 441593100 700 0 0.00 22 22.22 0.0001
2016-10-12 2016-09-30 13F HOULIHAN LOKEY CL A 441593100 700 0 0.00 18 12.50 0.0001
2016-07-12 2016-06-30 13F HOULIHAN LOKEY CL A 441593100 700 0 0.00 16 -5.88 0.0001
2016-04-08 2016-03-31 13F HOULIHAN LOKEY CL A 441593100 700 0 0.00 17 -5.56 0.0001
2016-01-11 2015-12-31 13F HOULIHAN LOKEY CL A 441593100 700 0 0.00 18 20.00 0.0001
2015-10-09 2015-09-30 13F HOULIHAN LOKEY CL A 441593100 700 700 15 0.0001
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.