Home › Companies › Houlihan Lokey, Inc. › 2025-2026
Compiled from SEC Form N-PX filings and Houlihan Lokey, Inc.’s Form 8-K, filed 2025-09-19 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore Houlihan Lokey, Inc. in the interactive database Compare manager voting policies
These tallies are Houlihan Lokey, Inc.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2025-09-19 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Scott L. Beiser | 190,098,660 | -- | -- | 19,652,037 | 2,100,021 | Majority: yes |
| Elect Director: Todd J. Carter | 190,572,180 | -- | -- | 19,178,517 | 2,100,021 | Majority: yes |
| Elect Director: Paul A. Zuber | 184,094,657 | -- | -- | 25,656,040 | 2,100,021 | Majority: yes |
| Proposal 2: Approval of Non-Binding, Advisory Vote on Executive Compensation | 201,286,055 | 8,431,930 | 32,712 | -- | 2,100,021 | Majority: yes |
| Proposal 3: Ratification of Independent Registered Public Accounting Firm | 210,493,516 | 1,332,861 | 24,341 | -- | 0 | Majority: yes |
Source: Houlihan Lokey, Inc., Form 8-K, filed with the SEC on 2025-09-19 — read the filing on EDGAR.
Each item below shows how the 519 asset managers that disclosed a Houlihan Lokey, Inc. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of Houlihan Lokey, Inc.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 3 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Houlihan Lokey, Inc.’s own tally for this item (“Proposal 2: Approval of Non-Binding, Advisory Vote on Executive Compensation”): 201,286,055 for, 8,431,930 against, per its Form 8-K filed 2025-09-19 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
The 498 asset managers below cast 85% of the shares they voted on this item FOR (48,984,936 for, 8,339,536 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 5,982,076 | 1,063 | 0 | 0 | For |
| BlackRock | 5,256,678 | 12,571 | 0 | 0 | For |
| Fidelity | 4,008,728 | 94,858 | 0 | 0 | For |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2,723,295 | 0 | 0 | 0 | For |
| EARNEST PARTNERS LLC | 1,914,520 | 2,315 | 0 | 0 | For |
| State Street | 1,532,899 | 187 | 0 | 0 | For |
| T. Rowe Price | 1,283,797 | 0 | 0 | 0 | For |
| Virtus | 1,252,774 | 0 | 0 | 0 | For |
| AMCAP FUND | 1,207,884 | 0 | 0 | 0 | For |
| Capital Group | 1,197,420 | 0 | 0 | 0 | For |
| Charles Schwab | 1,183,710 | 197 | 0 | 0 | For |
| Neuberger Berman | 0 | 1,087,798 | 0 | 0 | Against |
| BAMCO INC /NY/ | 1,082,623 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 1,045,516 | 0 | 0 | 0 | For |
| Wellington | 959,458 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 950,000 | 0 | 0 | 0 | For |
| Capital Research Global Investors | 854,684 | 0 | 0 | 0 | For |
| Thrivent | 814,659 | 0 | 0 | 0 | For |
| Invesco | 811,237 | 0 | 0 | 0 | For |
| AllianceBernstein | 708,433 | 0 | 0 | 0 | For |
| UBS | 0 | 701,932 | 0 | 0 | Against |
| EAGLE ASSET MANAGEMENT INC | 695,580 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 612,547 | 0 | 0 | 0 | For |
| Prudential/PGIM | 101,432 | 487,408 | 0 | 0 | Against |
| Clearbridge Investments, LLC | 579,581 | 0 | 0 | 0 | For |
Showing the 25 largest of 498 asset managers. See all 498 in the interactive database.
Combines 10 wordings of this item as funds reported it.
88% Majority: yes · of votes cast
Houlihan Lokey, Inc.’s own tally for this item (“Elect Director: Paul A. Zuber”): 184,094,657 for, 25,656,040 withheld, per its Form 8-K filed 2025-09-19 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
The 133 asset managers below cast 99.9% of the shares they voted on this item FOR (15,136,189 for, 13,917 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 5,793,765 | 0 | 1,077 | 0 | For |
| BlackRock | 3,226,933 | 0 | 0 | 0 | For |
| Fidelity | 1,658,928 | 0 | 876,312 | 0 | For |
| Virtus | 0 | 0 | 1,252,774 | 0 | Abstain |
| AMCAP FUND | 1,207,884 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0 | 0 | 950,000 | 0 | Abstain |
| Invesco | 0 | 0 | 780,188 | 0 | Abstain |
| HARBOR FUNDS | 0 | 0 | 612,547 | 0 | Abstain |
| Charles Schwab | 272 | 0 | 587,154 | 0 | Abstain |
| Prudential/PGIM | 521,988 | 0 | 1,156 | 0 | For |
| CARILLON SERIES TRUST | 0 | 0 | 465,427 | 0 | Abstain |
| State Street | 885 | 0 | 449,375 | 0 | Abstain |
| Neuberger Berman | 425,479 | 0 | 0 | 0 | For |
| First Trust | 0 | 0 | 412,341 | 0 | Abstain |
| Thrivent | 0 | 0 | 399,562 | 0 | Abstain |
| Capital Group | 398,058 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 395,000 | 0 | 0 | 0 | For |
| T. Rowe Price | 0 | 0 | 384,151 | 0 | Abstain |
| TRUST FOR PROFESSIONAL MANAGERS | 7,046 | 0 | 348,391 | 0 | Abstain |
| AllianceBernstein | 0 | 0 | 240,148 | 0 | Abstain |
| Advisors' Inner Circle Fund II | 225,000 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 0 | 0 | 224,061 | 0 | Abstain |
| MUTUAL FUND SERIES TRUST | 199,598 | 0 | 874 | 0 | For |
| Jackson National | 20,000 | 0 | 158,329 | 0 | Abstain |
| Bridge Builder Trust | 149,724 | 0 | 21,444 | 0 | For |
Showing the 25 largest of 133 asset managers. See all 133 in the interactive database.
Combines 10 wordings of this item as funds reported it.
91% Majority: yes · of votes cast
Houlihan Lokey, Inc.’s own tally for this item (“Elect Director: Scott L. Beiser”): 190,098,660 for, 19,652,037 withheld, per its Form 8-K filed 2025-09-19 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
The 133 asset managers below cast 99.9% of the shares they voted on this item FOR (16,859,528 for, 13,917 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 5,793,769 | 0 | 1,073 | 0 | For |
| BlackRock | 3,226,933 | 0 | 0 | 0 | For |
| Fidelity | 1,043,725 | 0 | 1,491,515 | 0 | Abstain |
| Virtus | 0 | 0 | 1,252,774 | 0 | Abstain |
| AMCAP FUND | 1,207,884 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0 | 0 | 950,000 | 0 | Abstain |
| Invesco | 780,188 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 0 | 0 | 612,547 | 0 | Abstain |
| Charles Schwab | 587,426 | 0 | 0 | 0 | For |
| Prudential/PGIM | 521,988 | 0 | 1,156 | 0 | For |
| CARILLON SERIES TRUST | 0 | 0 | 465,427 | 0 | Abstain |
| State Street | 446,320 | 0 | 3,940 | 0 | For |
| Neuberger Berman | 425,479 | 0 | 0 | 0 | For |
| First Trust | 0 | 0 | 412,341 | 0 | Abstain |
| Thrivent | 0 | 0 | 399,562 | 0 | Abstain |
| Capital Group | 398,058 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 395,000 | 0 | 0 | 0 | For |
| T. Rowe Price | 0 | 0 | 384,151 | 0 | Abstain |
| TRUST FOR PROFESSIONAL MANAGERS | 7,046 | 0 | 348,391 | 0 | Abstain |
| AllianceBernstein | 0 | 0 | 240,148 | 0 | Abstain |
| Advisors' Inner Circle Fund II | 225,000 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 224,061 | 0 | 0 | 0 | For |
| MUTUAL FUND SERIES TRUST | 199,598 | 0 | 874 | 0 | For |
| Jackson National | 20,000 | 0 | 158,329 | 0 | Abstain |
| Bridge Builder Trust | 149,724 | 0 | 21,444 | 0 | For |
Showing the 25 largest of 133 asset managers. See all 133 in the interactive database.
Combines 10 wordings of this item as funds reported it.
91% Majority: yes · of votes cast
Houlihan Lokey, Inc.’s own tally for this item (“Elect Director: Todd J. Carter”): 190,572,180 for, 19,178,517 withheld, per its Form 8-K filed 2025-09-19 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
The 133 asset managers below cast 99.9% of the shares they voted on this item FOR (16,401,972 for, 13,917 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 5,794,826 | 0 | 16 | 0 | For |
| BlackRock | 3,226,933 | 0 | 0 | 0 | For |
| Fidelity | 1,043,725 | 0 | 1,491,515 | 0 | Abstain |
| Virtus | 0 | 0 | 1,252,774 | 0 | Abstain |
| AMCAP FUND | 1,207,884 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0 | 0 | 950,000 | 0 | Abstain |
| Invesco | 0 | 0 | 780,188 | 0 | Abstain |
| HARBOR FUNDS | 0 | 0 | 612,547 | 0 | Abstain |
| Charles Schwab | 587,426 | 0 | 0 | 0 | For |
| Prudential/PGIM | 521,988 | 0 | 1,156 | 0 | For |
| CARILLON SERIES TRUST | 0 | 0 | 465,427 | 0 | Abstain |
| State Street | 446,320 | 0 | 3,940 | 0 | For |
| Neuberger Berman | 425,479 | 0 | 0 | 0 | For |
| First Trust | 0 | 0 | 412,341 | 0 | Abstain |
| Thrivent | 0 | 0 | 399,562 | 0 | Abstain |
| Capital Group | 398,058 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 395,000 | 0 | 0 | 0 | For |
| T. Rowe Price | 0 | 0 | 384,151 | 0 | Abstain |
| TRUST FOR PROFESSIONAL MANAGERS | 7,046 | 0 | 348,391 | 0 | Abstain |
| AllianceBernstein | 0 | 0 | 240,148 | 0 | Abstain |
| Advisors' Inner Circle Fund II | 225,000 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 224,061 | 0 | 0 | 0 | For |
| MUTUAL FUND SERIES TRUST | 199,598 | 0 | 874 | 0 | For |
| Jackson National | 105,554 | 0 | 72,775 | 0 | For |
| Bridge Builder Trust | 149,724 | 0 | 21,444 | 0 | For |
Showing the 25 largest of 133 asset managers. See all 133 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99.3% Majority: yes · of votes cast
Houlihan Lokey, Inc.’s own tally for this item (“Proposal 3: Ratification of Independent Registered Public Accounting Firm”): 210,493,516 for, 1,332,861 against, per its Form 8-K filed 2025-09-19 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
The 130 asset managers below cast 99.9% of the shares they voted on this item FOR (25,521,228 for, 6,414 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 5,794,841 | 1 | 0 | 0 | For |
| BlackRock | 3,226,933 | 0 | 0 | 0 | For |
| Fidelity | 2,535,240 | 0 | 0 | 0 | For |
| Virtus | 1,252,774 | 0 | 0 | 0 | For |
| AMCAP FUND | 1,207,884 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 950,000 | 0 | 0 | 0 | For |
| Invesco | 780,188 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 612,547 | 0 | 0 | 0 | For |
| Charles Schwab | 587,426 | 0 | 0 | 0 | For |
| Prudential/PGIM | 523,144 | 0 | 0 | 0 | For |
| CARILLON SERIES TRUST | 465,427 | 0 | 0 | 0 | For |
| State Street | 450,235 | 25 | 0 | 0 | For |
| Neuberger Berman | 425,479 | 0 | 0 | 0 | For |
| First Trust | 412,341 | 0 | 0 | 0 | For |
| Thrivent | 399,562 | 0 | 0 | 0 | For |
| Capital Group | 398,058 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 395,000 | 0 | 0 | 0 | For |
| T. Rowe Price | 384,151 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 355,437 | 0 | 0 | 0 | For |
| AllianceBernstein | 240,148 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund II | 225,000 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 224,061 | 0 | 0 | 0 | For |
| MUTUAL FUND SERIES TRUST | 200,472 | 0 | 0 | 0 | For |
| Jackson National | 178,329 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 171,168 | 0 | 0 | 0 | For |
Showing the 25 largest of 130 asset managers. See all 130 in the interactive database.
96% Majority: yes · of votes cast
Houlihan Lokey, Inc.’s own tally for this item (“Proposal 2: Approval of Non-Binding, Advisory Vote on Executive Compensation”): 201,286,055 for, 8,431,930 against, per its Form 8-K filed 2025-09-19 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
The 10 asset managers below cast 87% of the shares they voted on this item FOR (153,070 for, 22,492 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| NORDEA INVESTMENT MANAGEMENT AB | 61,670 | 0 | 0 | 0 | For |
| JPMorgan | 47,800 | 0 | 0 | 0 | For |
| Empower | 25,260 | 0 | 0 | 0 | For |
| Triasima Portfolio Management inc. | 3,825 | 21,265 | 0 | 0 | Against |
| Dorsey Wright & Associates | 13,917 | 0 | 0 | 0 | For |
| Lincoln Financial | 0 | 1,027 | 0 | 0 | Against |
| Westbourne Investment Advisors, Inc. | 505 | 0 | 0 | 0 | For |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | 0 | 200 | 0 | 0 | Against |
| HC CAPITAL TRUST | 75 | 0 | 0 | 0 | For |
| 55I, LLC | 18 | 0 | 0 | 0 | For |
Combines 4 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Houlihan Lokey, Inc.’s own tally for this item (“Proposal 2: Approval of Non-Binding, Advisory Vote on Executive Compensation”): 201,286,055 for, 8,431,930 against, per its Form 8-K filed 2025-09-19 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
The 5 asset managers below cast 4% of the shares they voted on this item FOR (20 for, 458 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Wallington Asset Management, LLC | 0 | 260 | 0 | 0 | Against |
| Empower | 0 | 198 | 0 | 0 | Against |
| Coastal Bridge Advisors, LLC | 20 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 0 | 0 | 0 | 0 | -- |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 0 | 0 | 0 | 0 | -- |
100% fund support · no official result
The 5 asset managers below cast 100% of the shares they voted on this item FOR (88,079 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| JPMorgan | 47,800 | 0 | 0 | 0 | For |
| Empower | 25,260 | 0 | 0 | 0 | For |
| Dorsey Wright & Associates | 13,917 | 0 | 0 | 0 | For |
| Lincoln Financial | 1,027 | 0 | 0 | 0 | For |
| HC CAPITAL TRUST | 75 | 0 | 0 | 0 | For |
Combines 2 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Houlihan Lokey, Inc.’s own tally for this item (“Proposal 2: Approval of Non-Binding, Advisory Vote on Executive Compensation”): 201,286,055 for, 8,431,930 against, per its Form 8-K filed 2025-09-19 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
The 3 asset managers below cast 100% of the shares they voted on this item FOR (431,474 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fiera Capital Corp | 250,762 | 0 | 0 | 0 | For |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 180,227 | 0 | 0 | 0 | For |
| STRATEGY ASSET MANAGERS LLC | 485 | 0 | 0 | 0 | For |
Ranked by the number of Houlihan Lokey, Inc. shares each manager voted on the most widely held ballot item of the 2025-2026 meeting.
| # | Asset manager | Shares voted |
|---|---|---|
| 1 | Vanguard | 5,983,139 |
| 2 | BlackRock | 5,269,249 |
| 3 | Fidelity | 4,103,586 |
| 4 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2,723,295 |
| 5 | EARNEST PARTNERS LLC | 1,916,835 |
| 6 | State Street | 1,533,086 |
| 7 | T. Rowe Price | 1,283,797 |
| 8 | Virtus | 1,252,774 |
| 9 | AMCAP FUND | 1,207,884 |
| 10 | Capital Group | 1,197,420 |
Shown as share counts, not percentages: no shares-outstanding figure has been matched to Houlihan Lokey, Inc. for the 2025-2026 season, so there is no denominator to divide by.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At Houlihan Lokey, Inc.'s shareholder meeting held 2025-09-17, in the 2025-2026 proxy season, 519 asset managers reported how they voted in their SEC Form N-PX filings, covering 3,243 separate fund positions. Their filings are grouped here into 9 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — To approve, on an advisory basis, the compensation of our named executive officers as disclosed… — FOR was 96% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: Houlihan Lokey, Inc.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2025-09-19.
Houlihan Lokey, Inc. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).