Aptus Capital Advisors Boosts Stake in Houlihan Lokey

Investment firm increases ownership in financial services provider by 15.3%

Published on Mar. 7, 2026

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Aptus Capital Advisors LLC, an investment management firm, has increased its stake in Houlihan Lokey, Inc. (NYSE:HLI) by 15.3% in the third quarter, according to a recent SEC filing. Aptus Capital now owns 65,603 shares of the financial services provider's stock, worth approximately $13.47 million.

Why it matters

Houlihan Lokey is a prominent global investment bank and financial services firm, providing expertise in areas like mergers and acquisitions, capital markets, and financial restructuring. Aptus Capital's increased investment signals confidence in the company's growth prospects and strategic direction.

The details

According to the SEC filing, Aptus Capital Advisors purchased an additional 8,694 shares of Houlihan Lokey during the third quarter, bringing its total ownership to 65,603 shares. This represents approximately 0.09% of Houlihan Lokey's outstanding shares. The investment firm cited the financial services provider's strong performance and growth potential as reasons for the increased stake.

  • Aptus Capital Advisors increased its stake in Houlihan Lokey during the third quarter of 2026.

The players

Aptus Capital Advisors LLC

An investment management firm that has increased its stake in Houlihan Lokey, Inc.

Houlihan Lokey, Inc.

A global investment bank and financial services firm that provides expertise in areas like mergers and acquisitions, capital markets, and financial restructuring.

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The takeaway

Aptus Capital's increased investment in Houlihan Lokey reflects the financial services firm's strong performance and growth potential, as well as the investment firm's confidence in the company's strategic direction and future prospects.