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Disclosery

HLI HOULIHAN LOKEY INC

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Stock (common), issuer CIK 1302215

503 managers (518 13F filers) reported a position in HLI shares at 2026-06-30, 56,260,254 shares in all. 49 filers opened a position and 76 filers sold out during the quarter.

Managers
503
13F filers
518
New
49
Added
177
Reduced
205
Sold out
76
Shares held by filers
56,260,254

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VANGUARD GROUP INCgroup of 8 filers holding5,659,205$759M+19,444Timeline
BlackRock, Inc.in group BlackRock, Inc.5,240,406$703M0.01%-40,39413F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,426,619$325M1.01%-215,52713F-HRTimeline
EARNEST PARTNERS LLC2,172,720$291M1.05%-56,26413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,992,096$267M0.05%+240,60113F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,749,472$235M0.01%+55,77613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,690,245$227M0.01%+98,23613F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,383,912$186M0.01%+32,70313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,300,687$174M0.06%+151,08813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,227,541$165M0.09%+739,38913F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC992,787$133M0.09%+381,84413F-HRTimelineGroup
FIDUCIARY MANAGEMENT INC /WI/938,411$126M1.79%+134,83913F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…929,760$125M0.02%-431,65013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/890,616$119M0.01%-60,25613F-HRTimelineGroup
BAMCO INC /NY/in group Baron Capital869,544$117M0.18%-191,85913F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding841,779$113M+21,576Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC825,406$111M0.01%+201,69013F-HRTimelineGroup
Qube Research & Technologies Ltd705,487$94.6M0.11%+450,32313F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP692,896$92.9M0.02%+76,37713F-HRTimelineGroup
FMR LLCin group FMR LLC690,813$92.7M<0.01%-165,21113F-HRTimelineGroup
NORGES BANK656,486$88.1M0.01%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO654,087$87.7M0.08%-35,44513F-HRTimelineGroup
LPL Financial LLC620,282$83.2M0.02%+539,25613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.561,266$75.3M0.01%+86,49213F-HRTimelineGroup
Capital Research Global Investorsin group Capital Research Global Inves…526,868$70.7M0.01%-787,80613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP521,880$70M0.01%-4,80213F-HRTimelineGroup
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…514,374$69M0.61%+265,60413F-HRTimeline
UBS Group AGgroup of 2 filers holding508,999$68.3M-24,969Timeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC486,239$65.2M0.02%+86,89713F-HRTimelineGroup
WESTFIELD CAPITAL MANAGEMENT CO LP463,415$62.2M0.2%-80,19613F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co458,942$61.6M0.01%+6,33113F-HRTimelineGroup
Van Berkom & Associates Inc.436,412$58.5M1.89%+30,43413F-HRTimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …430,600$57.8M0.05%+379,57913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC417,511$56M0.02%-284,07613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp406,981$54.6M0.01%-13,66513F-HRTimelineGroup
Capital International Investorsin group Capital International Investo…406,531$54.5M0.01%+293,57213F-HRTimelineGroup
Natixis Investment Managersgroup of 2 filers holding383,961$51.5M+25,459Timeline
JENNISON ASSOCIATES LLC382,195$51.3M0.03%-86,36213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC375,874$50.4M0.03%+223,92513F-HRTimelineGroup
GW&K Investment Management, LLC349,700$46.9M0.37%-4,39513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…345,248$46.3M0.08%-4,50813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN314,566$42.2M0.01%-31,80113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP290,735$40.3M0.02%-6,74313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding292,133$39.2M-43,307Timeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.290,765$39M0.02%+152,24813F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL263,803$35.4M0.15%+31,08813F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…261,511$35.1M1.69%+3,81913F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP263,456$35M0.02%+5,22613F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC259,909$34.9M0.15%+186,11213F-HRTimeline
ARIEL INVESTMENTS, LLC244,520$32.8M0.33%new13F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC239,140$32M0.43%+3,00413F-HRTimeline
Handelsbanken Fonder AB219,632$29.5M0.08%-40,92613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC214,346$28.8M0.56%-9,01113F-HRTimelineGroup
Champlain Investment Partners, LLC209,983$28.2M0.72%-507,74113F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp206,982$27.8M0.1%-154,62713F-HRTimelineGroup
BARLOW WEALTH PARTNERS, LLC205,696$27.6M2.98%+53713F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC200,535$26.9M0.01%+100,61913F-HRTimelineGroup
HighTower Advisors, LLC189,028$25.4M0.02%-3,98613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS186,627$25M0.01%+29,70513F-HRTimelineGroup
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.171,137$23M0.06%+160,33113F-HRTimelineGroup
Grantham, Mayo, Van Otterloo & Co. LLC169,929$22.8M0.05%+32,68513F-HRTimeline
Fenimore Asset Management Inc167,898$22.5M0.47%+29,43213F-HRTimeline
SEGALL BRYANT & HAMILL, LLC167,184$22.4M0.27%+46,92613F-HRTimeline
HRT FINANCIAL LP166,495$22.3M0.04%+152,84013F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC164,129$22M0.7%-38,29313F-HRTimeline
Nuveen, LLCin group TIAA163,937$22M0.01%+46,74013F-HRTimelineGroup
RHUMBLINE ADVISERS152,433$20.4M0.02%-4,41513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO148,128$20M<0.01%-10,33613F-HRTimelineGroup
Caisse de depot et placement du Quebec132,289$17.7M0.03%-139,77113F-HRTimeline
Assenagon Asset Management S.A.126,476$17M0.02%+8,87113F-HR/ATimeline
Walleye Capital LLCin group Walleye Capital LLC125,338$16.8M0.08%+122,55013F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC123,130$16.5M0.01%+1,39713F-HRTimelineGroup
GHP Investment Advisors, Inc.119,657$16M0.59%+86013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC118,776$15.9M0.02%-3,38713F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO109,973$14.8M0.18%-63,55913F-HRTimeline
Swiss National Bank109,336$14.7M0.01%+1,50013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …96,879$13M0.01%+7,78013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC94,646$12.7M<0.01%-10,53113F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND92,125$12.4M0.02%+1,50013F-HRTimeline
ALPS ADVISORS INC91,702$12.3M0.06%+2,37813F-HRTimeline
California Public Employees Retirement …87,413$11.7M0.01%-19,96113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP85,383$11.5M0.01%-20,89913F-HRTimelineGroup
Montanaro Asset Management Ltd82,934$11.1M3.51%-15,31613F-HRTimeline
WHITTIER TRUST CO77,994$11.1M0.11%-22813F-HRTimeline
ExodusPoint Capital Management, LP80,822$10.8M0.1%-1,75213F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 3 filers holding79,778$10.7M+76,117Timeline
Squarepoint Ops LLCin group Squarepoint Ops LLC78,512$10.5M0.02%+61,32113F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC76,000$10.2M0.01%new13F-HRTimeline
ALLIANCEBERNSTEIN L.P.69,903$10M<0.01%+7513F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc73,667$9.88M<0.01%-2,50413F-HRTimelineGroup
Prana Capital Management, LP71,882$9.64M0.29%new13F-HRTimeline
Jain Global LLC71,415$9.58M0.11%-19,16813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…69,161$9.28M0.01%+6,34213F-HRTimelineGroup
Crawford Fund Management, LLC68,431$9.18M2.82%+17,90013F-HRTimeline
T. Rowe Price Investment Management, In…68,030$9.12M0.01%-72,02013F-HRTimeline
Interval Partners, LP67,227$9.02M0.29%-102,78113F-HRTimeline
Aptus Capital Advisors, LLC66,982$8.98M0.07%+40313F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp64,924$8.71M0.01%+15,25713F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…63,069$8.46M0.01%-1,30113F-HR/ATimeline
Leith Wheeler Investment Counsel Ltd.61,888$8.3M0.63%new13F-HRTimeline
Schonfeld Strategic Advisors LLC61,352$8.23M0.04%+20,81213F-HRTimeline
Retirement Systems of Alabama56,078$7.52M0.02%-10,55713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC54,058$7.25M<0.01%-30,26613F-HRTimelineGroup
Franklin, Parlapiano, Turner & Welch, L…53,484$7.17M1.62%+52013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/51,974$6.97M<0.01%+3,56713F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP51,368$6.89M<0.01%+83513F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…50,697$6.8M0.07%-2,26313F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd49,468$6.64M0.09%+31,98413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP49,451$6.63M0.01%+2,44113F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC48,160$6.49M<0.01%+29,86513F-HRTimelineGroup
Creative Planningin group Creative Planning47,637$6.39M<0.01%+5,64513F-HRTimelineGroup
Quantinno Capital Management LP45,505$6.1M0.01%+27813F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS44,906$6.02M0.02%-7,31013F-HRTimeline
Y-Intercept (Hong Kong) Ltd42,939$5.76M0.11%+3,25213F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP40,895$5.49M0.35%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC38,849$5.4M0.1%-77613F-HRTimeline
Grandeur Peak Global Advisors, LLC39,863$5.35M1.24%+42713F-HR/ATimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…39,300$5.27M0.07%+31,12813F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC39,151$5.25M0.01%-29,67613F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …38,584$5.18M<0.01%+44413F-HRTimelineGroup
STRS OHIO38,449$5.16M0.02%-4,54513F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co37,796$5.07M0.01%-76613F-HRTimelineGroup
Amundiin group Amundi37,118$4.98M<0.01%-76,34713F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding36,192$4.85M-2,370Timeline
COMMERCE BANKin group COMMERCE BANK35,858$4.81M0.02%-1,96913F-HRTimelineGroup
Pier Capital, LLC34,014$4.56M0.6%-22,13113F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC33,386$4.48M0.04%-13,46513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP32,083$4.3M<0.01%-52013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP31,871$4.27M0.01%-1,73313F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,967$4.19M0.01%+4,64513F-HRTimeline
Jupiter Topco LLCin group Janus Henderson30,584$4.1M<0.01%13F-HRTimelineGroup
ROYCE & ASSOCIATES LP30,495$4.09M0.03%-6,18413F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…28,870$3.87M0.98%+46313F-HRTimeline
Hilton Capital Management, LLC28,101$3.77M0.26%+1,41513F-HRTimeline
Geneos Wealth Management Inc.27,923$3.75M0.08%-2,61513F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…26,110$3.5M0.02%-1,55313F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\26,071$3.5M<0.01%-7,94713F-HRTimelineGroup
Bell Asset Management Ltd25,684$3.44M0.92%+42213F-HRTimeline
VELA Investment Management, LLC25,348$3.4M0.84%+9,73413F-HR/ATimeline
Empowered Funds, LLC25,202$3.38M0.02%-2,63113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC25,108$3.37M0.01%-4,71613F-HRTimelineGroup
Harbor Advisors LLC25,000$3.35M0.42%013F-HRTimeline
TWINBEECH CAPITAL LP24,800$3.33M0.6%-2,90013F-HRTimeline
AMALGAMATED BANK24,787$3.33M0.02%-41813F-HRTimeline
Police & Firemen's Retirement System of…24,549$3.29M0.02%+1,54713F-HRTimeline
Trexquant Investment LP24,512$3.29M0.02%-34,99413F-HRTimeline
Man Group plcin group Man Group plc23,907$3.21M0.01%+5,01413F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC23,380$3.14M<0.01%+18713F-HRTimelineGroup
Treasurer of the State of North Carolina23,214$3.11M0.01%+6013F-HRTimeline
Quantbot Technologies LP23,128$3.1M0.12%+13,31313F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD22,727$3.05M0.01%+6,80513F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…22,281$2.99M0.01%013F-HRTimeline
Cetera Investment Advisers22,072$2.96M<0.01%-2,02313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC22,041$2.96M<0.01%+3,83013F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC21,970$2.95M<0.01%+6,21813F-HRTimeline
AXQ CAPITAL, LP21,246$2.85M0.31%+16,24113F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…20,986$2.81M0.01%-31,70613F-HRTimeline
ATWOOD & PALMER INC20,897$2.8M0.15%-51,37313F-HRTimeline
Faithward Advisors, LLC20,481$2.75M0.34%+1,11213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.20,327$2.73M<0.01%+53813F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC20,204$2.71M0.01%-20513F-HRTimelineGroup
&PARTNERS20,120$2.7M0.01%-2,85613F-HRTimeline
Engineers Gate Manager LP19,909$2.67M0.03%-16,33613F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …19,791$2.65M0.03%-6,79813F-HRTimelineGroup
State of Tennessee, Department of Treas…19,034$2.55M0.01%-34213F-HRTimeline
SG Americas Securities, LLC18,005$2.42M<0.01%-4,44113F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…17,929$2.4M<0.01%-90013F-HRTimeline
Voleon Capital Management LP17,925$2.4M0.04%-9,36613F-HRTimeline
Entropy Technologies, LP17,872$2.4M0.1%-9,45913F-HRTimeline
FJ Capital Management LLC17,497$2.35M0.3%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\17,434$2.34M<0.01%-1,66813F-HRTimelineGroup
Sanctuary Advisors, LLC17,214$2.31M0.01%-1,15813F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…17,161$2.3M0.06%013F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…16,620$2.23M0.02%013F-HRTimeline
Weil Company, Inc.16,501$2.21M0.39%-4,23913F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…16,120$2.16M0.01%013F-HRTimelineGroup
Bridgewater Associates, LP16,007$2.15M0.01%-4,54213F-HRTimeline
Louisiana State Employees Retirement Sy…15,900$2.13M0.03%+10013F-HR/ATimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…15,683$2.1M<0.01%-4,78213F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC15,659$2.1M0.02%-94213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…15,289$2.05M<0.01%-1,30113F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM15,025$2.02M0.01%+4113F-HRTimeline
FORA Capital, LLC14,909$2M0.14%-10,01213F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD14,700$1.97M<0.01%013F-HRTimeline
Polar Asset Management Partners Inc.14,639$1.96M0.04%new13F-HRTimeline
MML INVESTORS SERVICES, LLC14,628$1.96M<0.01%+49613F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC14,525$1.95M0.09%+6,16713F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.13,781$1.85M0.01%new13F-HRTimeline
DAVENPORT & Co LLC13,598$1.82M0.01%-46513F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP13,424$1.8M0.02%-5,86313F-HRTimelineGroup
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…12,980$1.74M0.01%-63913F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding12,937$1.74M-278Timeline
STATE OF MICHIGAN RETIREMENT SYSTEM12,700$1.7M0.01%-40013F-HRTimeline
KLP KAPITALFORVALTNING AS12,700$1.7M0.01%013F-HRTimeline
GSA CAPITAL PARTNERS LLP12,657$1.7M0.11%new13F-HRTimeline
Steward Partners Investment Advisory, L…12,531$1.68M0.01%+9,49813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP12,347$1.66M0.01%-4,08213F-HRTimelineGroup
KING LUTHER CAPITAL MANAGEMENT CORP12,333$1.65M0.01%+60813F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…12,258$1.64M0.37%+28313F-HRTimelineGroup
Ensign Peak Advisors, Inc11,657$1.56M<0.01%-14,23113F-HRTimeline