HLIHoulihan Lokey, Inc.

CSNew York Stock Exchange (XNYS)·USD

Identity

Security key: 16544
Ticker: HLI
Type: CS — Common Stock
Exchange: New York Stock Exchange(XNYS)
Venue group: NYSE
Operating MIC: XNYS
Market: stocks
Locale: us
Currency: USD
Listed: 2015-08-13
Round lot: 100
Active: Yes
Last seen in a load: 2026-08-14 20:49
Vendor updated: 2026-08-13 06:09
Ticker root / suffix: HLI

Detail

Enriched 2026-08-14 20:47

Market cap: $8,625,391,830
Shares outstanding (class): 54,197,538
Shares outstanding (weighted): 69,886,500
SIC: 6282 INVESTMENT ADVICE
Employees: 2,800
Location: LOS ANGELES, CA
Homepage: https://www.hl.com
Description: Houlihan Lokey Inc is an investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, valuation, and strategic consulting. The firm serves corporations, institutions, and governments world-wide with offices in the United States, Europe, and the Asia-Pacific region. The company operates in three segments. In the Corporate Finance business segment, it provides M&A and capital markets advisory services. Through the Financial Restructuring business segment, the company advises on some of the complex restructurings around the world. The Financial and Valuation Advisory Services business segment provides valuation and financial opinion, and financial and strategic consulting practices in the United States.

Market cap and share counts drift.

Funds holding this security

244 funds · 247 positions · $2.12B reported value, as of 2026-03-31

All holders →

Fund	Ticker	Position value	% of fund	Balance	Match
iShares Core S&P Mid-Cap ETF iShares Trust	IJH	$258.45M	0.24%	1,799,569 NS	FIGI
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS	VTI	$246.31M	0.01%	1,715,018 NS	FIGI
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS	VB	$180.01M	0.11%	1,253,375 NS	FIGI
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS	VBK	$100.68M	0.26%	701,019 NS	FIGI
Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust	—	$98.49M	1.00%	685,781 NS	FIGI
Virtus KAR Mid-Cap Core Fund Virtus Equity Trust	—	$87.35M	4.48%	608,178 NS	FIGI
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS	VXF	$87.14M	0.11%	606,714 NS	FIGI
BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON A…	—	$70.37M	2.61%	490,000 NS	FIGI
State Street SPDR S&P MidCap 400SM ETF Trust —	—	$58.84M	0.24%	409,671 NS	FIGI
BARON GROWTH FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON A…	—	$57.45M	2.20%	400,000 NS	FIGI
Carillon Eagle Mid Cap Growth Fund Carillon Series Trust	—	$56.52M	1.18%	393,521 NS	FIGI
FMI Common Stock Fund FMI Funds Inc	—	$54.58M	3.11%	380,000 NS	FIGI
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust	—	$39.07M	0.42%	272,003 NS	FIGI
State Street(R) SPDR(R) Portfolio S&P 400(TM) M… SPDR SERIES TRUST	SPMD	$38.13M	0.24%	265,492 NS	FIGI
Champlain MidCap Fund ADVISORS' INNER CIRCLE FUND II	—	$37.77M	1.77%	263,000 NS	FIGI

How positions resolve to the securities master. FIGI_COMPOSITE is exact identifier equality — both sides got the FIGI from Bloomberg. TICKER is a narrow fallback used only where the master row carries no FIGI at all (2,389 rows do not, disproportionately Irish-domiciled US listings like LIN and ACN). Roughly 22% of all positions resolve to the master.

Funds holding this security

Identifiers

master.security_identifier

TICKERHLI
FIGI_COMPOSITEBBG000CZTB66
FIGI_SHARE_CLASSBBG001SFVN99
CIK0001302215
ISINUS4415931009
Resolved through OpenFIGI from a holdings ISIN, not supplied by the securities vendor.

Identifiers

Classification

classification.v_security_classification

Asset class: Equity
Sector: Financials
Industry: Capital Markets
Source: LLMunreviewed
Self-reported confidence: 0.95
Model: deepseek
Rationale: Houlihan Lokey is an investment bank and financial advisory firm, fitting the Capital Markets industry under Financials.

Classifications are unreviewed model output. All 5,771 assignments carry source = LLM and is_reviewed = false. Confidence is the model’s own estimate and is not calibrated — it clustered at 0.90–0.98 across the whole first pass, including rows that later proved wrong. Use it to order a review queue, not as a probability. Two share classes of one issuer can disagree.

Classification

Fund data

Not linked to a fund series.

Either this is not a fund, or it is one the SEC share-class snapshot cannot reach — commodity trusts and notes have no series ID at all.