Houlihan Lokey, Inc.
A global independent investment bank that advises companies on mergers, takeovers, and capital raising, and helps firms work through debt and financial restructuring. Its most familiar face is Corporate Finance, a go-to advisor for selling mid-sized businesses. Founded in Los Angeles in 1972 by Richard Houlihan and O. Kit Lokey, both refugees from the accounting giant PricewaterhouseCoopers, it was originally named Houlihan Lokey Howard & Zukin after its four founding partners. Today the firm is broadly owned by its own employees, and it trades as a "controlled company" on the New York Stock Exchange, with a voting trust steering most of its voting power.
| Holder | Schedule | % of class | Shares | Filed |
|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management, LLC | 13G/APassive | 4.9% | 2.64M | May 14, 2026 |
| Vanguard Capital Management | 13GPassive | 5.2% | 2.84M | Apr 30, 2026 |
| Vanguard Portfolio Management | 13GPassive | 5.12% | 2.79M | Apr 29, 2026 |
| The Vanguard Group | 13G/APassive | 0% | 0 | Mar 27, 2026 |
| A&R Voting Trust | 13D/AActivist | 22.5% | 15.80M | Jan 2, 2026 |
| Scott Joseph Adelson | 13D/AActivist | 22.5% | 15.80M | Jan 2, 2026 |
| Scott L Beiser | 13D/AActivist | 22.5% | 15.80M | Jan 2, 2026 |
| Irwin Gold | 13D/AActivist | 22.5% | 15.80M | Jan 2, 2026 |
| HL Voting Trust | 13D/AActivist | 22.9% | 16.21M | Aug 28, 2025 |
| Scott Joseph Adelson | 13D/AActivist | 22.9% | 16.21M | Aug 28, 2025 |