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Disclosery

HLI HOULIHAN LOKEY INC

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Stock (common), issuer CIK 1302215

513 managers (527 13F filers) reported a position in HLI shares at 2025-03-31, 53,279,753 shares in all. 73 filers opened a position and 52 filers sold out during the quarter.

Managers
513
13F filers
527
New
73
Added
202
Reduced
172
Sold out
52
Shares held by filers
53,279,753

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
OREGON PUBLIC EMPLOYEES RETIREMENT FUND11,005$1.78M0.03%+13413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,870$1.76M<0.01%-1,33813F-HRTimelineGroup
New Age Alpha Advisors, LLC10,861$1.75M0.08%-93013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC10,653$1.72M<0.01%+9313F-HRTimelineGroup
NEW MEXICO EDUCATIONAL RETIREMENT BOARD10,600$1.71M0.06%013F-HRTimeline
Orion Porfolio Solutions, LLC10,590$1.71M0.02%+2,86513F-HRTimeline
Orion Portfolio Solutions, LLC10,590$1.71M0.02%+2,86513F-HR/ATimeline
LECAP ASSET MANAGEMENT LTD10,530$1.7M0.4%+4,33713F-HRTimeline
Centiva Capital, LP10,461$1.69M0.1%+7,55813F-HRTimeline
Linden Thomas Advisory Services, LLC10,196$1.65M0.21%+74113F-HRTimeline
PDT Partners, LLC10,088$1.63M0.12%+7,56613F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding10,041$1.62M-25Timeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\9,606$1.55M<0.01%+2,39413F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC9,299$1.5M<0.01%+1,50813F-HRTimelineGroup
CWM, LLCin group CWM, LLC9,294$1.5M0.01%-1,33513F-HRTimelineGroup
Stegent Equity Advisors, Inc.9,274$1.5M1.52%-49013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,183$1.48M0.02%-11313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,161$1.48M<0.01%-3,13413F-HRTimelineGroup
Quantinno Capital Management LP9,089$1.47M0.01%+7,63613F-HRTimeline
Integrated Investment Consultants, LLC9,048$1.46M0.29%+2,83613F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,962$1.45M<0.01%-33613F-HRTimelineGroup
Voleon Capital Management LP8,716$1.41M0.11%new13F-HRTimeline
Engineers Gate Manager LP8,596$1.39M0.02%+5,28513F-HRTimeline
Avior Wealth Management, LLC8,530$1.38M0.05%-2,68813F-HRTimeline
Cresset Asset Management, LLC8,156$1.32M0.01%-5,16113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,908$1.28M0.02%+6,63313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding7,902$1.28MnewTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…7,883$1.27M<0.01%+41813F-HRTimelineGroup
OneAscent Financial Services LLCgroup of 3 filers holding7,828$1.27M+4,260Timeline
Creative Planningin group Creative Planning7,455$1.2M<0.01%+2,80613F-HRTimelineGroup
Aquatic Capital Management LLC7,301$1.18M0.03%-4,38013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …7,234$1.17M<0.01%new13F-HRTimelineGroup
Fulton Bank, N.A.6,814$1.1M0.04%-80713F-HRTimeline
Taylor Frigon Capital Management LLC6,772$1.09M0.65%+3513F-HRTimeline
Point72 Hong Kong Ltd6,698$1.08M0.08%new13F-HRTimeline
XPONANCE LLC6,650$1.07M0.01%+13213F-HRTimeline
Advisory Services Network, LLC6,642$1.07M0.02%+1113F-HRTimeline
EVOKE WEALTH, LLC6,530$1.05M0.03%-7313F-HRTimeline
CONNABLE OFFICE INC6,460$1.04M0.11%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.6,341$1.02M0.13%013F-HRTimeline
State of Alaska, Department of Revenue6,330$1.02M0.01%+22013F-HRTimeline
Bayforest Capital Ltd6,115$988K0.43%+3,58713F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,073$961K<0.01%+43513F-HR/ATimelineGroup
TD Asset Management Inc5,900$953K<0.01%013F-HRTimeline
Marshall Financial Group, LLC5,860$946K0.21%+66113F-HRTimeline
Gibbs Wealth Management5,853$945K0.23%+1,23913F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV5,790$935K0.13%+1,72213F-HRTimeline
Union Bancaire Privee, UBP SA5,698$917K0.02%-3,80813F-HRTimeline
Point72 (DIFC) Ltd5,637$910K0.09%+4,54913F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD5,476$884K<0.01%+45213F-HRTimeline
Williamson Legacy Group, LLC5,457$881K0.84%-6613F-HRTimeline
NOVEM GROUP5,432$877K0.12%+1,43313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,165$834K0.01%-33613F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.5,116$826K<0.01%+5913F-HRTimelineGroup
INTRUST BANK NA5,112$826K0.08%+54013F-HRTimeline
ISTHMUS PARTNERS, LLC5,080$820K0.1%013F-HRTimeline
Ethic Inc.4,989$819K0.02%+20313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,995$807K<0.01%-8,48213F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.4,987$805K0.01%+43913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,962$801K<0.01%+5413F-HRTimeline
NORDEN GROUP LLC4,938$797K0.09%+3,16813F-HRTimeline
Crossmark Global Holdings, Inc.4,646$750K0.01%-2413F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA4,599$743K<0.01%new13F-HR/ATimelineGroup
Private Advisor Group, LLC4,503$727K<0.01%-1,16113F-HRTimeline
Caprock Group, LLC4,492$726K0.02%+9813F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P4,393$709K0.02%new13F-HRTimeline
Portside Wealth Group, LLC4,340$701K0.11%+1,58613F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK4,330$699K<0.01%-4113F-HRTimelineGroup
Smith Group Asset Management, LLC4,330$699K0.05%new13F-HRTimeline
Sendero Wealth Management, LLC4,312$696K0.1%-1,51013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.4,286$692K<0.01%-97813F-HRTimeline
Nebula Research & Development LLC4,272$690K0.06%+2,81613F-HRTimeline
GAMMA Investing LLC4,250$686K0.05%+2,52013F-HR/ATimeline
NAPLES GLOBAL ADVISORS, LLC4,230$683K0.06%-60013F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…4,197$678K<0.01%-10013F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC4,185$676K<0.01%013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC4,151$670K0.02%+10013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC4,121$666K0.01%-84413F-HRTimeline
VestGen Investment Management4,101$662K0.5%-36813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,075$658K0.01%+9013F-HRTimelineGroup
Clifford Group, LLC4,033$651K0.61%-21213F-HRTimeline
AlphaQuest LLC4,027$650K0.07%+1,65113F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…3,952$638K0.16%-14813F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC3,945$637K0.13%-47313F-HRTimeline
Alberta Investment Management Corp3,911$632K<0.01%+78813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,868$625K<0.01%new13F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC3,868$625K0.01%+44513F-HRTimelineGroup
Yorktown Management & Research Co Inc3,850$622K0.68%013F-HRTimeline
Snowden Capital Advisors LLC3,850$622K0.02%-16513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,830$619K0.05%new13F-HR/ATimeline
LANARK FINANCIAL, INC.3,764$607K0.05%+3,76113F-HRTimeline
AVIVA PLCin group AVIVA PLC3,745$605K<0.01%+42413F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp3,701$597K<0.01%-7013F-HRTimelineGroup
Schonfeld Strategic Advisors LLC3,657$591K<0.01%new13F-HRTimeline
Aigen Investment Management, LP3,643$588K0.09%+66013F-HRTimeline
Cambridge Investment Research Advisors,…3,613$583K<0.01%+2,03613F-HRTimeline
Blue Trust, Inc.3,494$564K0.01%-15713F-HRTimeline
Beverly Hills Private Wealth, LLC3,485$563K0.11%-28113F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC3,480$562K0.02%+1,07013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.3,463$559K0.02%+81813F-HRTimeline
NFSG Corp3,417$552K0.13%new13F-HRTimeline
Clearstead Advisors, LLC3,414$551K0.01%+34313F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…3,438$544K0.02%new13F-HRTimelineGroup
Dynasty Wealth Management, LLC3,293$532K0.01%+3413F-HRTimeline
Quantum Portfolio Management LLC3,286$531K0.27%+69613F-HRTimeline
Mount Lucas Management LP3,169$512K0.24%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,161$511K<0.01%-2313F-HRTimelineGroup
First Bank & Trust3,106$502K0.1%-3213F-HRTimeline
WEALTH ALLIANCE, LLC3,073$496K0.06%+2513F-HRTimeline
Alamea Verwaltungs GmbH3,068$495K0.43%13F-HRTimeline
Utah Retirement Systems2,800$452K0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,798$452K<0.01%-53313F-HRTimelineGroup
State of Wyoming2,778$449K0.06%-2,14213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,772$448K0.01%new13F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC2,770$447K0.01%-9613F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,767$447K0.01%+49613F-HRTimelineGroup
Sterling Capital Management LLC2,678$432K0.01%-22113F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,605$421K0.02%+2,36013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,599$420K<0.01%-2713F-HRTimeline
Outlook Wealth Advisors, LLC2,566$414K0.12%+1613F-HRTimeline
Counterpoint Mutual Funds LLC2,531$409K0.06%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,507$405K<0.01%-14,52213F-HR/ATimelineGroup
Vestmark Advisory Solutions, Inc.2,494$403K0.01%+1,07913F-HRTimeline
Steward Partners Investment Advisory, L…2,488$402K<0.01%+1,07713F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE2,484$401K<0.01%-1,93413F-HRTimelineGroup
Maryland State Retirement & Pension Sys…2,450$396K0.01%-48813F-HRTimeline
Financial Advocates Investment Manageme…2,449$396K0.03%+6813F-HRTimeline
Wealthcare Capital Partners, LLCin group Wealthcare Advisory Partners …2,302$372K0.19%+813F-HRTimelineGroup
ProShare Advisors LLC2,301$372K<0.01%-20613F-HRTimeline
KBC Group NVin group KBC Group NV2,295$371K<0.01%-17,60813F-HRTimelineGroup
HighPoint Advisor Group LLC2,231$362K0.02%-1613F-HRTimeline
Trajan Wealth LLC2,231$360K0.02%-9013F-HRTimeline
EQUITABLE TRUST CO2,151$347K0.02%013F-HRTimeline
VISTA FINANCE, LLC2,141$346K0.3%+13913F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,126$343K<0.01%+22213F-HRTimelineGroup
Cynosure Group, LLC2,112$341K0.05%+43313F-HRTimeline
Alliance Wealth Advisors, LLC /UT2,072$335K0.09%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,048$331K0.02%+29013F-HRTimelineGroup
Versor Investments LP2,000$323K0.05%-2,67113F-HRTimeline
NewEdge Wealth, LLC1,991$322K0.01%-34813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,990$321K<0.01%new13F-HRTimelineGroup
MGO ONE SEVEN LLC1,963$317K0.01%new13F-HRTimeline
Sowell Financial Services LLC1,939$313K0.01%new13F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,924$311K0.01%-13113F-HRTimeline
Cassaday & Co Wealth Management LLC1,860$300K0.01%-11913F-HRTimeline
Legacy Wealth Asset Management, LLC1,855$300K0.08%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,845$298K0.01%-70313F-HRTimelineGroup
AE Wealth Management LLC1,845$298K<0.01%new13F-HRTimeline
R Squared Ltd1,841$297K0.32%+22413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Berry Wealth Group, LP1,838$297K0.23%-14013F-HRTimeline
ANB BANK1,761$284K0.13%+3513F-HRTimeline
MQS Management LLC1,739$281K0.16%new13F-HRTimeline
TWINBEECH CAPITAL LP1,718$277K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,717$277K<0.01%-4613F-HRTimeline
SFMG, LLC1,711$276K0.02%-113F-HRTimeline
IFP Advisors, Inc1,678$275K0.01%+67313F-HRTimeline
PharVision Advisers, LLC1,698$274K0.38%new13F-HRTimeline
Net Worth Advisory Group1,687$272K0.09%-38413F-HRTimeline
J2 Capital Management Inc1,685$272K0.25%-24413F-HRTimeline
FourThought Financial Partners, LLC1,677$271K0.03%+2013F-HRTimeline
Hamilton Capital Partners Inc.1,668$269K0.02%-4813F-HRTimeline
CIBC Asset Management Inc1,644$266K<0.01%+2713F-HRTimeline
Atria Wealth Solutions, Inc.1,626$263K<0.01%+113F-HRTimeline
Atlatl Advisers LLC1,623$262K0.17%-4813F-HRTimeline
Serenus Wealth Advisors, LLC1,610$260K0.04%013F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC1,584$256K0.07%new13F-HRTimelineGroup
Crawford Fund Management, LLC1,500$242K0.16%new13F-HRTimeline
Callan Family Office, LLC1,500$242K0.02%+8713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,501$242K<0.01%-12813F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC1,495$241K0.02%013F-HRTimeline
Hutchens & Kramer Investment Management…1,480$239K0.13%013F-HRTimeline
Rehmann Capital Advisory Group1,477$239K0.02%-24313F-HRTimeline
Riverwater Partners LLC1,456$235K0.12%-1,01413F-HRTimeline
Coastal Bridge Advisors, LLC1,451$234K0.02%new13F-HR/ATimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …1,423$231K0.02%new13F-HRTimelineGroup
Scissortail Wealth Management, LLC1,406$227K0.06%013F-HRTimeline
Moloney Securities Asset Management, LLC1,405$227K0.03%-7213F-HRTimeline
PFW Advisors LLC1,402$226K0.07%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,394$225K0.01%+513F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,387$224K<0.01%013F-HRTimeline
Brown Miller Wealth Management, LLC1,385$224K0.08%new13F-HRTimeline
OKABENA INVESTMENT SERVICES INC1,382$223K0.06%013F-HRTimeline
UMB Bank, n.a.1,372$222K<0.01%+47013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SCS Capital Management LLC1,355$219K<0.01%new13F-HR/ATimeline
Corton Capital Inc.1,352$218K0.72%new13F-HRTimeline
Wallace Advisory Group, LLC1,236$215K0.15%new13F-HRTimeline
PROFUND ADVISORS LLC1,321$213K0.01%-613F-HRTimeline
SG Americas Securities, LLC1,321$213K<0.01%-16,76013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,304$211K<0.01%-1213F-HRTimelineGroup
OneDigital Investment Advisors LLC1,303$210K<0.01%new13F-HRTimeline
Impact Capital Partners LLC1,303$210K0.08%new13F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al1,300$210K<0.01%13F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co1,294$209K0.01%-1013F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC1,242$201K0.04%-6313F-HRTimeline
STEPH & CO1,237$200K0.07%-8113F-HRTimeline
Manchester Capital Management LLC1,190$192K0.02%+5113F-HRTimeline
Smartleaf Asset Management LLC1,097$173K0.02%+1413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,032$167K<0.01%new13F-HRTimeline
Covestor Ltd990$160K0.11%+36913F-HRTimeline
AdvisorNet Financial, Inc881$142K0.01%+2113F-HRTimeline