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Disclosery

HLI HOULIHAN LOKEY INC

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Stock (common), issuer CIK 1302215

505 managers (520 13F filers) reported a position in HLI shares at 2026-06-30, 56,260,955 shares in all. 49 filers opened a position and 76 filers sold out during the quarter.

Managers
505
13F filers
520
New
49
Added
178
Reduced
206
Sold out
76
Shares held by filers
56,260,955

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
Campbell & CO Investment Adviser LLC11,226$1.51M0.08%-28,42513F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND11,199$1.5M0.02%+6913F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD10,600$1.42M0.04%013F-HRTimeline
BOKF, NAin group BOKF, NA10,547$1.41M0.02%-31613F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,051$1.35M0.01%-4,09613F-HRTimeline
Linden Thomas Advisory Services, LLC9,950$1.33M0.11%-32113F-HRTimeline
Summit Trail Advisors, LLC9,739$1.31M0.02%+2,71013F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC9,596$1.29M0.02%+9013F-HRTimeline
Henshaw Capital LLC9,387$1.26M0.04%+1,42313F-HRTimeline
APPLETON PARTNERS INC/MA9,068$1.22M0.07%-49113F-HRTimeline
Aquatic Capital Management LLC8,886$1.19M0.04%+6,72213F-HRTimeline
Mayflower Financial Advisors, LLC1,122,126$1.19M0.1%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich8,797$1.18M<0.01%-2,42313F-HRTimeline
PineStone Asset Management Inc.8,794$1.18M0.01%-4,50013F-HRTimeline
Cannell & Spears LLC8,671$1.16M0.02%-42313F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…8,606$1.15M<0.01%013F-HRTimelineGroup
Atria Investments, Inc8,597$1.15M0.01%-6,82513F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …8,487$1.14M<0.01%-3,91313F-HRTimelineGroup
New Age Alpha Advisors, LLC8,460$1.13M0.05%-21,28613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC8,240$1.11M<0.01%-48113F-HRTimelineGroup
CIM, LLC8,186$1.1M0.14%+3413F-HRTimeline
GAMMA Investing LLC8,140$1.09M0.04%+1,58113F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV7,704$1.03M0.13%+65913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,507$1.01M<0.01%-2,40013F-HRTimelineGroup
NewEdge Advisors, LLC7,422$995K<0.01%-22913F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.7,370$989K0.01%-7413F-HR/ATimeline
Fisher Asset Management, LLC7,344$985K<0.01%-36413F-HRTimeline
Orion Porfolio Solutions, LLC7,247$972K0.01%-47513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,050$946K<0.01%+2,09013F-HRTimeline
DIVERSIFIED TRUST CO6,983$937K0.02%-52313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,855$919K<0.01%-13013F-HRTimelineGroup
Taylor Frigon Capital Management LLC6,822$915K0.43%+18113F-HRTimeline
Sendero Wealth Management, LLC6,779$909K0.09%+1,56713F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…6,768$908K0.01%+23913F-HRTimelineGroup
PDT Partners, LLC6,630$889K0.05%+1,22713F-HRTimeline
XPONANCE LLC6,541$877K0.01%-2,04413F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC6,505$873K0.02%+90413F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA6,433$863K<0.01%+7013F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC6,335$850K<0.01%-25,28613F-HRTimeline
Janney Montgomery Scott LLC6,141$824K<0.01%+2,89613F-HRTimeline
Pacer Advisors, Inc.6,069$814K<0.01%-2,12913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,893$790K0.01%+4,17313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,870$787K<0.01%+2,67913F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,710$766K<0.01%-1,36713F-HRTimelineGroup
Fulton Bank, N.A.5,696$764K0.02%+27113F-HRTimeline
Union Bancaire Privee, UBP SA5,484$760K0.01%-29013F-HRTimeline
State of Alaska, Department of Revenue5,313$712K0.01%-10213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.5,248$704K0.07%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC5,200$697K0.04%+75013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,166$693K0.02%+2,12513F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC5,143$690K<0.01%-5513F-HRTimelineGroup
MAI Capital Management5,057$678K<0.01%+3,94913F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding5,019$673K+490Timeline
EntryPoint Capital, LLC4,797$643K0.16%+1,99713F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…4,712$632K<0.01%-119,73913F-HRTimeline
INTRUST BANK NA4,562$612K0.05%-1,34213F-HRTimeline
Apriem Advisors4,481$601K0.05%013F-HRTimeline
Crossmark Global Holdings, Inc.4,431$594K0.01%+14413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,392$589K<0.01%+2,31813F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC4,303$577K<0.01%+4913F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.4,194$563K<0.01%-12713F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC4,178$559K<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…4,127$554K<0.01%+56413F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC3,951$553K0.02%013F-HRTimeline
CONNABLE OFFICE INC4,111$551K0.05%-23613F-HRTimeline
Blue Trust, Inc.3,926$527K0.01%-9013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC3,851$517K0.01%-56613F-HRTimeline
Yorktown Management & Research Co Inc3,850$516K0.32%013F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…3,833$514K<0.01%+37013F-HRTimelineGroup
Caitlin John, LLC3,833$514K0.28%new13F-HRTimeline
Clifford Group, LLC3,822$513K0.35%+34513F-HRTimeline
AlphaGrep UK Ltd3,807$511K0.16%+1,89713F-HRTimeline
Arax Advisory Partners3,788$508K<0.01%+3,72613F-HRTimeline
Integrated Wealth Concepts LLC3,780$507K<0.01%+62413F-HR/ATimeline
Quantum Portfolio Management LLC3,776$506K0.18%-11213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding3,568$504K+1,721Timeline
WORLDQUANT MILLENNIUM ADVISORS LLC3,751$503K<0.01%new13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC3,750$503K0.09%-1113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC3,710$498K<0.01%+1813F-HRTimelineGroup
Krilogy Financial LLC3,670$492K0.01%+1,26513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,667$492K<0.01%-24013F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al3,600$483K<0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,567$479K<0.01%-10213F-HRTimelineGroup
J2 Capital Management Inc3,522$472K0.32%-1,04513F-HRTimeline
Venturi Wealth Management, LLC3,508$471K0.02%+61513F-HRTimeline
Sepio Capital, LP3,406$457K0.02%new13F-HRTimeline
CAXTON ASSOCIATES LLP3,393$455K0.01%new13F-HRTimeline
Sequoia Financial Advisors, LLC3,328$446K<0.01%+71013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,223$432K<0.01%-2,48113F-HRTimelineGroup
GATEWAY INVESTMENT ADVISERS LLC3,142$421K<0.01%+1,11313F-HRTimeline
OPTIMIZE FINANCIAL INC.3,142$421K0.15%-1013F-HRTimeline
Sound Capital Solutions LLC3,142$421K0.1%13F-HRTimeline
AVIVA PLCin group AVIVA PLC3,134$420K<0.01%+20713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding3,091$415K-44,814Timeline
Integrated Investment Consultants, LLC3,088$414K0.08%-1313F-HRTimeline
Vestmark Advisory Solutions, Inc.3,083$414K<0.01%-12313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.3,001$403K0.01%-21,80613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rehmann Capital Advisory Group2,922$392K0.02%+37013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,876$386K<0.01%new13F-HRTimeline
Dynasty Wealth Management, LLC2,861$384K<0.01%-17013F-HRTimeline
Utah Retirement Systems2,859$383K<0.01%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,772$372K<0.01%+713F-HRTimelineGroup
Merit Financial Group, LLC2,772$372K<0.01%new13F-HR/ATimeline
First Bank & Trust2,717$364K0.05%013F-HRTimeline
Maryland State Retirement & Pension Sys…2,697$362K0.01%013F-HRTimeline
iA Global Asset Management Inc.2,687$360K<0.01%new13F-HRTimeline
Oak Thistle LLC2,675$359K0.03%-11,27913F-HRTimeline
Nykredit A/Sin group Nykredit A/S2,591$348K<0.01%13F-HR/ATimelineGroup
Snowden Capital Advisors LLC2,576$346K0.01%-29213F-HRTimeline
Vestcor Inc2,574$345K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,565$344K0.01%-25713F-HRTimelineGroup
DNB Asset Management ASin group DNB Asset Management AS2,562$344K<0.01%013F-HRTimelineGroup
Baker Ellis Asset Management LLC2,500$335K0.03%013F-HRTimeline
Sowell Financial Services LLC2,482$333K0.01%-3,28813F-HRTimeline
Caprock Group, LLC2,461$330K0.01%-1,06113F-HRTimeline
WEALTH ALLIANCE, LLC2,458$330K0.03%-14413F-HRTimeline
Beacon Pointe Advisors, LLC2,443$328K<0.01%-1,15313F-HRTimeline
Wealthcare Capital Partners, LLCin group Wealthcare Advisory Partners …2,399$322K0.13%+6513F-HRTimelineGroup
Fieldview Capital Management, LLC2,376$319K0.09%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,360$317K<0.01%+8013F-HRTimelineGroup
SummitTX Capital, L.P.2,328$312K0.01%-11,26213F-HRTimeline
Riverwater Partners LLC2,287$307K0.09%+53513F-HRTimeline
Cambridge Investment Research Advisors,…2,276$305K<0.01%+8113F-HR/ATimeline
Hamilton Capital Partners Inc.2,250$302K0.01%+52013F-HRTimeline
Portside Wealth Group, LLC2,216$297K0.03%-1,78313F-HRTimeline
Argos Wealth Advisors, LLC2,213$297K0.08%+28313F-HRTimeline
Accredited Investors Inc.2,196$295K0.01%013F-HRTimeline
Advisory Services Network, LLC2,181$293K<0.01%-24713F-HRTimeline
Trajan Wealth LLC2,156$289K0.01%-11813F-HRTimeline
ProShare Advisors LLC2,139$287K<0.01%-4113F-HRTimeline
OneAscent Investment Solutions LLCin group OneAscent Financial Services …2,128$285K0.27%-67813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,095$281K<0.01%-24,45613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,093$281K<0.01%+18613F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP2,055$276K0.03%+13713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,989$274K<0.01%+14513F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC2,038$273K0.01%-1,01113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,023$271K<0.01%-3,37713F-HRTimelineGroup
NORDEN GROUP LLC2,000$268K0.02%-2,87813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,986$266K<0.01%+7913F-HRTimelineGroup
Index Technologies Group LLC1,944$261K0.21%-8613F-HRTimeline
VISTA FINANCE, LLC1,931$259K0.14%-9613F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG1,919$257K<0.01%new13F-HRTimelineGroup
Sun Group Wealth Partners1,869$251K0.17%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC1,754$250K0.01%new13F-HRTimelineGroup
NewEdge Wealth, LLC1,845$248K<0.01%+16113F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC1,844$247K0.02%+3413F-HRTimeline
Cresset Asset Management, LLC1,833$246K<0.01%-24313F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,813$243K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,783$239K<0.01%+19713F-HR/ATimeline
HB Wealth Management, LLC1,773$238K<0.01%+14313F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,749$235K<0.01%+22113F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,741$234K0.01%-2813F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC1,714$230K<0.01%-5213F-HRTimelineGroup
BRIGHTON JONES LLC1,706$229K<0.01%new13F-HRTimeline
SFMG, LLC1,695$227K0.01%-2113F-HRTimeline
CHOREO, LLC1,685$226K<0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC1,678$225K<0.01%-6713F-HRTimeline
CIBC Asset Management Inc1,644$221K<0.01%013F-HRTimeline
Sterling Capital Management LLC1,640$220K<0.01%+37013F-HRTimeline
Serenus Wealth Advisors, LLC1,610$216K0.04%013F-HRTimeline
North Dakota State Investment Board1,608$216K0.01%+2713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.1,602$215K<0.01%-1813F-HRTimelineGroup
KBC Group NVin group KBC Group NV1,557$209K<0.01%013F-HRTimelineGroup
Horizon Investments, LLC1,547$207K<0.01%+22713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,540$207K0.01%new13F-HRTimeline
Nilsine Partners, LLC1,531$205K0.01%013F-HRTimeline
Machina Capital S.A.S.1,529$205K0.03%new13F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC1,398$188K<0.01%+19913F-HRTimeline
Global Retirement Partners, LLC1,366$183K<0.01%13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,262$169K<0.01%+2213F-HRTimelineGroup
Smartleaf Asset Management LLC1,089$145K<0.01%013F-HRTimeline
UMB Bank, n.a.1,025$137K<0.01%-94613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFP Advisors, Inc1,023$137K<0.01%-26413F-HRTimeline
Parallel Advisors, LLC1,006$135K<0.01%+12813F-HRTimeline
SIGNATUREFD, LLC938$126K<0.01%+19113F-HRTimeline
Allworth Financial LP931$125K<0.01%+2613F-HRTimeline
Graticule Asia Macro Advisors LLC902$121K0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO885$119K<0.01%013F-HRTimelineGroup
State of Wyoming873$117K0.01%-1,89713F-HRTimeline
AdvisorNet Financial, Inc849$114K0.01%013F-HRTimeline
Sankala Group LLC796$102K0.07%-19413F-HRTimeline
Covestor Ltd706$95K0.05%-1113F-HRTimeline
MATHER GROUP, LLC.584$78.3K<0.01%013F-HRTimeline
Versant Capital Management, Inc510$68.4K0.01%+24313F-HRTimeline
Anchor Investment Management, LLC502$67.3K0.01%+5213F-HRTimeline
Eurizon Capital SGR S.p.A.455$60.5K<0.01%+5713F-HRTimeline
Essential Partners LLC425$57K0.03%+41513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC408$54.7K<0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/351$47.1K<0.01%+16013F-HRTimeline
EMERALD ADVISERS, LLCin group EMERALD ADVISERS, LLC345$46.3K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…334$44.8K0.02%013F-HRTimeline
PRIVATE TRUST CO NA299$40.1K<0.01%+13613F-HRTimeline
Silvant Capital Management LLC280$37.6K<0.01%new13F-HRTimeline
Park Place Capital Corp255$34.2K0.01%-29813F-HRTimeline
Farther Finance Advisors, LLC254$34K<0.01%-4313F-HRTimeline
STEPH & CO234$31.4K0.01%-74013F-HRTimeline
CBIZ Investment Advisory Services, LLC215$30.9K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC217$29.1K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust214$28.7K<0.01%-813F-HRTimeline
MassMutual Private Wealth & Trust, FSB200$26.8K<0.01%-9813F-HRTimeline