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Disclosery

HLI HOULIHAN LOKEY INC

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Stock (common), issuer CIK 1302215

494 managers (506 13F filers) reported a position in HLI shares at 2024-12-31, 53,483,094 shares in all. 74 filers opened a position and 41 filers sold out during the quarter.

Managers
494
13F filers
506
New
74
Added
175
Reduced
165
Sold out
41
Shares held by filers
53,483,094

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Stegent Equity Advisors, Inc.9,764$1.7M1.72%new13F-HRTimeline
Union Bancaire Privee, UBP SA9,506$1.66M0.03%13F-HR/ATimeline
Linden Thomas Advisory Services, LLC9,455$1.64M0.21%+20813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,298$1.61M<0.01%+2,48613F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,296$1.61M0.02%+1,59913F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC7,791$1.35M<0.01%+2,40013F-HRTimelineGroup
Strategic Wealth Investment Group, LLC7,779$1.35M0.15%-32413F-HR/ATimeline
Orion Porfolio Solutions, LLC7,725$1.34M0.01%-19613F-HRTimeline
Orion Portfolio Solutions, LLC7,725$1.34M0.01%-19613F-HRTimeline
Fulton Bank, N.A.7,621$1.32M0.05%+41813F-HRTimeline
Entropy Technologies, LP7,507$1.3M0.13%+4,40713F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…7,465$1.3M<0.01%+1,07213F-HRTimelineGroup
Campbell & CO Investment Adviser LLC7,459$1.3M0.1%new13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding7,280$1.26M+7,110Timeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\7,212$1.25M<0.01%-11,87913F-HR/ATimelineGroup
Taylor Frigon Capital Management LLC6,737$1.17M0.59%-5,56513F-HRTimeline
Advisory Services Network, LLC6,631$1.15M0.02%+4,13013F-HRTimeline
EVOKE WEALTH, LLC6,603$1.15M0.03%new13F-HRTimeline
XPONANCE LLC6,518$1.13M0.01%+36013F-HRTimeline
CONNABLE OFFICE INC6,460$1.12M0.12%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.6,341$1.1M0.13%013F-HRTimeline
Bridgewater Associates, LP6,237$1.08M<0.01%-51213F-HRTimeline
Integrated Investment Consultants, LLC6,212$1.08M0.22%-9,96213F-HR/ATimeline
LECAP ASSET MANAGEMENT LTD6,193$1.08M0.29%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC6,122$1.06M0.02%new13F-HRTimelineGroup
State of Alaska, Department of Revenue6,110$1.06M0.01%+4013F-HRTimeline
TD Asset Management Inc5,900$1.02M<0.01%+10013F-HRTimeline
Sendero Wealth Management, LLC5,822$1.01M0.15%013F-HRTimeline
Cinctive Capital Management LP5,779$1M0.05%-1,64713F-HRTimeline
Private Advisor Group, LLC5,664$984K0.01%+1,93413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,638$979K<0.01%+2,52113F-HRTimelineGroup
Williamson Legacy Group, LLC5,523$959K0.64%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,501$955K0.01%+30513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.5,264$914K0.01%-74613F-HRTimeline
Marshall Financial Group, LLC5,199$903K0.22%new13F-HRTimeline
ISTHMUS PARTNERS, LLC5,080$882K0.11%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.5,057$878K<0.01%-17913F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD5,024$872K<0.01%+65613F-HRTimeline
OMERS ADMINISTRATION Corp5,000$868K0.01%new13F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC4,965$862K0.01%+20713F-HRTimeline
State of Wyoming4,920$854K0.11%+1,58713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,908$852K<0.01%+613F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,830$839K0.08%-1,07013F-HRTimeline
Ethic Inc.4,786$831K0.02%new13F-HRTimeline
Bridgefront Capital, LLC4,714$819K0.28%new13F-HRTimeline
VELA Investment Management, LLC4,684$813K0.28%013F-HRTimeline
Versor Investments LP4,671$811K0.14%new13F-HRTimeline
Crossmark Global Holdings, Inc.4,670$811K0.01%-1813F-HRTimeline
Creative Planningin group Creative Planning4,649$807K<0.01%+1,08513F-HRTimelineGroup
Gibbs Wealth Management4,614$801K0.22%+73013F-HRTimeline
INTRUST BANK NA4,572$794K0.08%-10113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,548$790K0.01%+71613F-HRTimeline
VestGen Investment Management4,469$776K0.21%-29813F-HRTimeline
Federation des caisses Desjardins du Qu…4,436$770K<0.01%-4,25613F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE4,418$767K<0.01%+2,45013F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC4,418$767K0.16%-12613F-HRTimeline
Caprock Group, LLC4,394$763K0.02%+1613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,371$759K<0.01%-14713F-HRTimelineGroup
First Eagle Investment Management, LLCin group First Eagle Investment Manage…4,297$746K<0.01%+5013F-HRTimelineGroup
Clifford Group, LLC4,245$737K0.56%-13413F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC4,185$727K<0.01%new13F-HRTimeline
Bleakley Financial Group, LLC4,178$726K0.02%-9713F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…4,100$712K0.14%013F-HRTimelineGroup
Dynamic Technology Lab Private Ltd4,072$707K0.11%-2,57113F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV4,068$706K0.1%-16813F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC4,051$703K0.02%-10513F-HRTimeline
Snowden Capital Advisors LLC4,015$697K0.02%+1,04213F-HRTimeline
NOVEM GROUP3,999$694K0.1%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,985$692K0.01%-25613F-HRTimelineGroup
Yorktown Management & Research Co Inc3,850$669K0.64%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,771$655K<0.01%+9213F-HRTimelineGroup
Beverly Hills Private Wealth, LLC3,766$654K0.13%-79113F-HRTimeline
Blue Trust, Inc.3,651$634K0.01%-1,08213F-HR/ATimeline
OneAscent Financial Services LLCgroup of 2 filers holding3,568$619K-616Timeline
FORA Capital, LLC3,525$612K0.07%new13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …3,468$602K0.03%+3,08713F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC3,423$594K<0.01%new13F-HRTimelineGroup
AVIVA PLCin group AVIVA PLC3,321$577K<0.01%-80613F-HRTimelineGroup
Engineers Gate Manager LP3,311$575K0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,331$572K<0.01%+1,03113F-HRTimelineGroup
PINEBRIDGE INVESTMENTS, L.P.3,265$567K<0.01%new13F-HRTimeline
Dynasty Wealth Management, LLC3,259$566K0.01%-39413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP3,249$564K<0.01%+1,34013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,184$553K<0.01%-43413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,143$546K<0.01%new13F-HRTimelineGroup
First Bank & Trust3,138$545K0.1%+3313F-HRTimeline
Alberta Investment Management Corp3,123$542K<0.01%-3,60513F-HRTimeline
Clearstead Advisors, LLC3,071$533K0.01%-25413F-HRTimeline
WEALTH ALLIANCE, LLC3,048$529K0.06%-7913F-HRTimeline
Aigen Investment Management, LP2,983$518K0.09%new13F-HRTimeline
Maryland State Retirement & Pension Sys…2,938$510K0.01%013F-HRTimeline
Centiva Capital, LP2,903$504K0.02%+32113F-HRTimeline
Sterling Capital Management LLC2,899$503K0.01%+1,03313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,866$498K0.01%+1,25813F-HRTimeline
Utah Retirement Systems2,800$486K0.01%013F-HRTimeline
Bryce Point Capital, LLC2,760$479K0.14%13F-HRTimeline
Portside Wealth Group, LLC2,754$478K0.08%+29813F-HR/ATimeline
B. Riley Wealth Advisors, Inc.2,645$459K0.02%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,626$456K<0.01%-1,81513F-HRTimeline
Quantum Portfolio Management LLC2,590$450K0.24%-1213F-HRTimeline
Outlook Wealth Advisors, LLC2,550$443K0.13%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,548$442K0.01%-37213F-HRTimelineGroup
Bayforest Capital Ltd2,528$439K0.55%13F-HRTimeline
PDT Partners, LLC2,522$438K0.04%013F-HRTimeline
ProShare Advisors LLC2,507$435K<0.01%+19213F-HRTimeline
Riverwater Partners LLC2,470$429K0.21%+213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,426$421K0.01%-80813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Walleye Trading LLCin group Walleye Capital LLC2,410$419K0.01%new13F-HRTimelineGroup
Financial Advocates Investment Manageme…2,381$413K0.02%new13F-HRTimeline
AlphaQuest LLC2,376$413K0.05%+1,79613F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC2,350$408K<0.01%-6,13113F-HRTimelineGroup
NewEdge Wealth, LLC2,339$406K0.01%+69513F-HRTimeline
HighPoint Advisor Group LLC2,247$404K0.02%+64213F-HRTimeline
Trajan Wealth LLC2,321$403K0.02%-7613F-HRTimeline
Wealthcare Capital Partners, LLCin group Wealthcare Advisory Partners …2,294$398K0.21%13F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC2,271$394K0.01%-11613F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…2,089$389K0.02%-8213F-HRTimeline
EQUITABLE TRUST CO2,151$374K0.02%-1,74113F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC2,139$371K0.02%new13F-HRTimelineGroup
Net Worth Advisory Group2,071$360K0.11%+1513F-HRTimeline
SHELTON CAPITAL MANAGEMENT2,055$357K0.01%013F-HRTimeline
Cubist Systematic Strategies, LLC2,035$353K0.01%new13F-HRTimeline
VISTA FINANCE, LLC2,002$348K0.36%new13F-HRTimeline
Cassaday & Co Wealth Management LLC1,979$344K0.01%+1913F-HRTimeline
Berry Wealth Group, LP1,978$343K0.25%-23113F-HRTimeline
J2 Capital Management Inc1,929$335K0.31%13F-HRTimeline
AXQ CAPITAL, LP1,927$335K0.15%new13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,904$331K<0.01%+48913F-HRTimelineGroup
DARK FOREST CAPITAL MANAGEMENT LP1,875$326K0.05%new13F-HRTimeline
Petrus Trust Company, LTA1,833$318K0.03%new13F-HRTimeline
NORDEN GROUP LLC1,770$307K0.03%+19913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,763$306K<0.01%-5913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,758$305K0.02%+31413F-HRTimelineGroup
GAMMA Investing LLC1,730$300K0.03%+30713F-HRTimeline
ANB BANK1,726$300K0.13%13F-HRTimeline
Rehmann Capital Advisory Group1,720$299K0.02%+3113F-HRTimeline
Hamilton Capital Partners Inc.1,716$298K0.02%+5413F-HRTimeline
SFMG, LLC1,712$297K0.02%+313F-HRTimeline
Cynosure Group, LLC1,679$292K0.04%-58413F-HRTimeline
Atlatl Advisers LLC1,671$290K0.17%13F-HRTimeline
FourThought Financial Partners, LLC1,657$288K0.03%-4913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,636$284K<0.01%+8813F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC1,629$283K<0.01%-29113F-HRTimelineGroup
Atria Wealth Solutions, Inc.1,625$282K<0.01%+9513F-HRTimeline
CIBC Asset Management Inc1,617$281K<0.01%+7713F-HRTimeline
R Squared Ltd1,617$281K0.27%13F-HRTimeline
Serenus Wealth Advisors, LLC1,610$280K0.05%13F-HRTimeline
Cambridge Investment Research Advisors,…1,577$274K<0.01%new13F-HRTimeline
WOLVERINE TRADING, LLC1,552$270K0.01%new13F-HRTimeline
Argent Trust Co1,493$259K0.01%-8713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC1,495$259K0.02%013F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC1,532$258K0.02%+7013F-HRTimelineGroup
Hutchens & Kramer Investment Management…1,480$257K0.14%-413F-HRTimeline
Moloney Securities Asset Management, LLC1,477$256K0.03%-1013F-HRTimeline
Nebula Research & Development LLC1,456$253K0.03%new13F-HRTimeline
Quantinno Capital Management LP1,453$252K<0.01%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.1,415$246K0.01%-6713F-HRTimeline
Callan Family Office, LLC1,413$245K0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,411$245K<0.01%-7013F-HRTimeline
TrinityPoint Wealth, LLC1,411$245K0.03%new13F-HRTimeline
Scissortail Wealth Management, LLC1,406$244K0.06%+1,39813F-HRTimeline
PFW Advisors LLC1,402$243K0.07%13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,389$241K0.01%-3013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,387$241K<0.01%+15013F-HRTimeline
OKABENA INVESTMENT SERVICES INC1,382$240K0.07%013F-HRTimeline
PROFUND ADVISORS LLC1,327$230K0.01%-20413F-HRTimeline
STEPH & CO1,318$229K0.08%-61113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,316$229K<0.01%-11913F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC1,305$227K0.04%new13F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co1,304$226K0.01%-1513F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd1,295$225K0.09%-2,52713F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.1,275$221K<0.01%-76813F-HR/ATimelineGroup
Rafferty Asset Management, LLC1,224$213K<0.01%new13F-HRTimeline
CHOREO, LLC1,219$212K<0.01%-39213F-HRTimeline
SHERBROOKE PARK ADVISERS LLC1,205$209K0.07%new13F-HRTimeline
Longboard Asset Management, LP1,198$208K0.55%13F-HRTimeline
SteelPeak Wealth, LLC1,190$207K0.01%new13F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,176$204K0.01%new13F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC1,176$204K<0.01%new13F-HRTimeline
Sequoia Financial Advisors, LLC1,161$202K<0.01%new13F-HR/ATimeline
Manchester Capital Management LLC1,139$198K0.02%-113F-HRTimeline
Point72 (DIFC) Ltd1,088$189K0.02%new13F-HRTimeline
Smartleaf Asset Management LLC1,083$188K0.02%+513F-HRTimeline
IFP Advisors, Inc1,005$179K0.01%+3613F-HRTimeline
Farther Finance Advisors, LLC982$171K0.01%+16613F-HRTimeline
UMB Bank, n.a.902$157K<0.01%+4513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AdvisorNet Financial, Inc860$149K0.01%-113F-HRTimeline
Values First Advisors, Inc.840$146K0.08%-48713F-HRTimeline
Global Retirement Partners, LLC753$131K<0.01%-3113F-HRTimeline
Venturi Wealth Management, LLC727$126K0.01%+67513F-HRTimeline
Parallel Advisors, LLC717$125K<0.01%+4613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO655$114K<0.01%+51713F-HRTimelineGroup
Allworth Financial LP596$111K<0.01%-10813F-HRTimeline
Covestor Ltd621$108K0.07%+413F-HRTimeline
Kapitalo Investimentos Ltda604$105K0.07%new13F-HRTimeline
MATHER GROUP, LLC.584$101K<0.01%+11613F-HRTimeline
Park Place Capital Corp507$88K0.02%013F-HRTimeline
First Horizon Advisors, Inc.468$81.3K<0.01%+2713F-HRTimeline
Anchor Investment Management, LLC450$78.1K0.01%-3113F-HRTimeline
Pingora Partners LLC400$69.5K0.05%-10013F-HRTimeline