Ex-dividend in 3d · $0.70
Houlihan Lokey
Advises on transactions, restructurings, valuations, and financial opinions across global markets.
$133.02
After-hours close0.00 (0.00%)
At close$133.02(+1.69%)
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Breakdown13F · Form 4
Institutions 93.19%65.13M sharesInsiders 4.93%3.45M sharesOther 1.88%1.31M shares
Shares outstanding 69.89M · Float 69.78M · 99.9% free float
Institutions13F, as of Jun 30, 2026
522 holders · 65.13M shares · 56 new positions · 234 increased · 202 reduced · 83 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 5.24M | 7.50% | −40.4K | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 2.77M | 3.97% | −4.3K | Aug 13, 2026 |
| Vanguard Capital Management LLC | 2.44M | 3.49% | +20.4K | Aug 13, 2026 |
| Kayne Anderson Rudnick Investment Management LLC | 2.43M | 3.47% | −215.5K | Aug 13, 2026 |
| Earnest Partners LLC | 2.17M | 3.11% | −56.3K | Aug 13, 2026 |
| Royal Bank of Canada | 1.99M | 2.85% | +240.6K | Aug 14, 2026 |
| State Street Corp | 1.75M | 2.50% | +55.8K | Aug 7, 2026 |
| Morgan Stanley | 1.69M | 2.42% | +98.2K | Aug 13, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| A&R Voting Trustincl. Irwin Gold, Scott L Beiser +1 more | 22.50% | 15.80M | 13D | Jan 2, 2026 ↗ |
| BlackRock, Inc. | 8.90% | 4.80M | 13G | Apr 17, 2025 ↗ |
| Vanguard Capital Management | 5.20% | 2.84M | 13G | Apr 30, 2026 ↗ |
| Vanguard Portfolio Management | 5.12% | 2.79M | 13G | Apr 29, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Irwin Gold | director, 10 percent owner, officer: CO-CHAIRMAN | 1.06M | 1.52% | May 19, 2026 |
| Scott Joseph Adelson | director, officer: CEO | 888.4K | 1.27% | May 22, 2026 |
| Scott L. Beiser | director, 10 percent owner, officer: CO-CHAIRMAN | 793.9K | 1.14% | May 21, 2026 |
| Paul Eric Siegert | officer: CO-CHAIRMAN | 414.9K | 0.59% | May 22, 2026 |
| J. Lindsey Alley | officer: Chief Financial Officer | 81.8K | 0.12% | Aug 5, 2026 |
| Todd J. Carter | director | 78.8K | 0.11% | May 19, 2026 |
| Christopher M. Crain | officer: GENERAL COUNSEL | 55.5K | 0.08% | May 22, 2026 |
| Robert A. Schriesheim | director | 29.1K | 0.04% | May 21, 2026 |
| Jacqueline B. Kosecoff | director | 15.3K | 0.02% | May 23, 2025 |
| Cyrus D. Walker | director | 7.1K | 0.01% | May 21, 2026 |
1 person has not refiled in the last 18 months (27.4K shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 3, 2026 | J. Lindsey Alleyofficer: Chief Financial Officer | Purchase | 4,020 | $124.52 | 4,020 |
| May 21, 2026 | Scott L. Beiserdirector, 10 percent owner, officer: CO-CHAIRMAN | Sale | 6,265 | $150.26 | 0 |
| Apr 1, 2026 | Christopher M. Crainofficer: GENERAL COUNSEL | Sale | 500 | $143.40 | 0 |
| Feb 6, 2026 | Robert A. Schriesheimdirector | Sale | 5,000 | $170.86 | 27,982 |
| Jan 2, 2026 | Christopher M. Crainofficer: GENERAL COUNSEL | Sale | 500 | $174.17 | 0 |
| Sep 16, 2025 | Irwin Golddirector, 10 percent owner, officer: CO-CHAIRMAN | Sale | 6,811 | $202.75 | 0 |
| Sep 2, 2025 | Christopher M. Crainofficer: GENERAL COUNSEL | Sale | 500 | $196.22 | 0 |
CongressHouse and Senate disclosures
| Member | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Rep. Michael McCaul · TX10 | Sale | $1,001 – $15,000 | Spouse | Jun 18, 2026 | Jul 13, 2026 ↗ |