Houlihan Lokey, Inc.
Houlihan Lokey, Inc. (NYSE: HLI) is a leading global independent investment bank established in 1972, providing specialized financial advisory services to corporations, financial sponsors, and government agencies worldwide. The company operates through three primary business segments: Corporate Finance, which… From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Houlihan Lokey, Inc. does
In the company’s own words
Houlihan Lokey, Inc. (NYSE: HLI) is a leading global independent investment bank established in 1972, providing specialized financial advisory services to corporations, financial sponsors, and government agencies worldwide. The company operates through three primary business segments: Corporate Finance, which encompasses mergers and acquisitions advisory and capital solutions; Financial Restructuring, offering debt restructuring and liability management services; and Financial and Valuation Advisory, providing valuation opinions and financial consulting services. As of March 31, 2026, the firm employed approximately 2,800 financial professionals across more than thirty offices globally, serving more than 2,000 clients annually.
The company's Corporate Finance segment includes 251 Managing Directors focused on mid-cap transactions, which the firm identifies as an underserved market segment. Houlihan Lokey has developed particular expertise in sell-side advisory services, marketing itself as one of the most prolific advisors for selling companies under one billion dollars. The Financial Restructuring segment operates with 59 Managing Directors and represents one of the largest restructuring groups in the investment banking industry, serving distressed companies and creditor constituencies across multiple jurisdictions. The Financial and Valuation Advisory segment comprises 44 Managing Directors and is recognized as one of the largest and most respected valuation practices in the United States.
The firm maintains a distinctive business model centered on independence and specialization, deliberately avoiding lending, securities sales and trading, and investment research activities that could create conflicts of interest. Approximately 32.2 percent of fiscal 2026 revenue derived from international operations, with the company maintaining regulated subsidiaries in the United Kingdom, Germany, Australia, Hong Kong, India, Singapore, and the United Arab Emirates. The company emphasizes broad-based employee ownership, with approximately 850 employee shareholders collectively owning roughly 21 percent of equity as of March 31, 2026.
Houlihan Lokey's website is www.hl.com, with investor relations information available at http://investors.hl.com.
Company details
- Sector
- Financials
- Industry (SIC)
- Banks & Brokers
- Headquarters
- LOS ANGELES, CA
- Fiscal year end
- March
- CIK
- 1302215
- SIC
- 6282
Financial performance, year by year
Fiscal 2016–2026 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Houlihan Lokey, Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · Houlihan Lokey, Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
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