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Disclosery

HLI HOULIHAN LOKEY INC

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Stock (common), issuer CIK 1302215

536 managers (550 13F filers) reported a position in HLI shares at 2025-06-30, 55,148,647 shares in all. 74 filers opened a position and 53 filers sold out during the quarter.

Managers
536
13F filers
550
New
74
Added
191
Reduced
209
Sold out
53
Shares held by filers
55,148,647

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Centiva Capital, LP12,475$2.24M0.15%+2,01413F-HRTimeline
Quantbot Technologies LP12,341$2.22M0.06%-8,30513F-HRTimeline
FJ Capital Management LLC12,082$2.17M0.23%new13F-HRTimeline
New Age Alpha Advisors, LLC11,819$2.13M0.09%+95813F-HRTimeline
Federation des caisses Desjardins du Qu…11,800$2.12M0.01%-1,93313F-HRTimeline
Quantinno Capital Management LP11,256$2.03M0.01%+2,16713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding11,253$2.02M+3,351Timeline
KLP KAPITALFORVALTNING AS11,200$2.02M0.01%-1,00013F-HRTimeline
FIL Ltdin group FIL Ltd11,119$2M<0.01%-6813F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND11,005$1.98M0.03%013F-HRTimeline
Aster Capital Management (DIFC) Ltd10,911$1.96M0.44%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC10,667$1.92M<0.01%+1413F-HRTimelineGroup
Cannell & Spears LLC10,609$1.91M0.04%-99913F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD10,600$1.91M0.06%013F-HRTimeline
Orion Porfolio Solutions, LLC10,574$1.9M0.02%-1613F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,258$1.84M<0.01%+1,29613F-HR/ATimelineGroup
Entropy Technologies, LP9,713$1.75M0.14%-1,90313F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC9,471$1.7M0.03%-2,11013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC9,387$1.69M<0.01%+8813F-HRTimelineGroup
Nebula Research & Development LLC9,273$1.67M0.14%+5,00113F-HRTimeline
CWM, LLCin group CWM, LLC9,242$1.66M0.01%-5213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,042$1.63M0.01%-14113F-HRTimelineGroup
Prana Capital Management, LP8,829$1.59M0.06%-25,50213F-HRTimeline
Verition Fund Management LLC8,824$1.59M0.01%-12,15413F-HRTimeline
Linden Thomas Advisory Services, LLC8,771$1.58M0.17%-1,42513F-HRTimeline
Avior Wealth Management, LLC8,509$1.53M0.05%-2113F-HRTimeline
Creative Planningin group Creative Planning8,354$1.5M<0.01%+89913F-HRTimelineGroup
Dynamic Technology Lab Private Ltd8,120$1.46M0.2%new13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC8,062$1.45M0.08%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…7,967$1.43M<0.01%+8413F-HRTimelineGroup
XPONANCE LLC7,958$1.43M0.01%+1,30813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,827$1.41M<0.01%-1,33413F-HRTimelineGroup
FOX RUN MANAGEMENT, L.L.C.7,681$1.38M0.23%new13F-HRTimeline
Advisory Services Network, LLC7,138$1.36M0.02%+49613F-HRTimeline
Smith Group Asset Management, LLC7,320$1.32M0.09%+2,99013F-HRTimeline
OneAscent Financial Services LLCgroup of 4 filers holding7,082$1.28M-746Timeline
Gibbs Wealth Management6,855$1.23M0.24%+1,00213F-HRTimeline
ALGERT GLOBAL LLC6,776$1.22M0.03%-7,58013F-HR/ATimeline
Integrated Wealth Concepts LLC6,775$1.22M0.01%-4,66013F-HRTimeline
BOKF, NAin group BOKF, NA6,745$1.21M0.02%new13F-HRTimelineGroup
Taylor Frigon Capital Management LLC6,675$1.2M0.64%-9713F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …6,452$1.16M<0.01%-78213F-HRTimelineGroup
Cresset Asset Management, LLC6,430$1.16M0.01%-1,72613F-HR/ATimeline
JAMES INVESTMENT RESEARCH, INC.6,341$1.14M0.14%013F-HRTimeline
Fulton Bank, N.A.6,180$1.11M0.04%-63413F-HRTimeline
Mount Lucas Management LP6,106$1.1M0.52%+2,93713F-HRTimeline
State of Alaska, Department of Revenue6,050$1.09M0.01%-28013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,948$1.08M<0.01%-12513F-HRTimelineGroup
KING LUTHER CAPITAL MANAGEMENT CORP6,025$1.08M<0.01%new13F-HRTimeline
INTRUST BANK NA6,004$1.08M0.1%+89213F-HRTimeline
Scott Marsh Financial, LLC5,973$1.07M0.4%13F-HRTimeline
TD Asset Management Inc5,900$1.06M<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV5,845$1.05M0.14%+5513F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …5,740$1.03M<0.01%new13F-HRTimelineGroup
CONNABLE OFFICE INC5,576$1M0.1%-88413F-HRTimeline
Crossmark Global Holdings, Inc.5,472$985K0.02%+82613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding5,466$984K-4,575Timeline
QRG CAPITAL MANAGEMENT, INC.5,457$982K0.01%+47013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…5,382$968K0.01%new13F-HRTimelineGroup
Ethic Inc.5,265$961K0.02%+27613F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC5,283$951K0.02%+1,80313F-HRTimelineGroup
NORDEN GROUP LLC5,248$944K0.1%+31013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,194$935K0.01%+2913F-HRTimeline
Bayforest Capital Ltd5,188$934K0.41%-92713F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD5,129$923K<0.01%-34713F-HRTimeline
ISTHMUS PARTNERS, LLC5,080$914K0.11%013F-HRTimeline
Numerai GP LLC5,079$914K0.13%new13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.5,021$904K<0.01%-9513F-HRTimelineGroup
First Eagle Investment Management, LLCin group First Eagle Investment Manage…4,996$899K<0.01%+79913F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,953$891K<0.01%-4213F-HRTimelineGroup
Sequoia Financial Advisors, LLC4,905$883K0.01%new13F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC4,884$879K0.1%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS4,861$875K<0.01%-10113F-HRTimeline
Farringdon Capital, Ltd.4,823$868K0.29%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.4,758$856K0.01%+2,26413F-HRTimeline
Pacer Advisors, Inc.4,750$855K<0.01%new13F-HRTimeline
GAMMA Investing LLC4,718$849K0.05%+46813F-HRTimeline
Callan Family Office, LLC4,688$844K0.03%+3,18813F-HRTimeline
Aigen Investment Management, LP4,580$824K0.11%+93713F-HRTimeline
Portside Wealth Group, LLC4,539$817K0.12%+19913F-HRTimeline
Sowell Financial Services LLC4,516$813K0.03%+2,57713F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC4,487$807K0.01%+36613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,330$779K<0.01%013F-HRTimelineGroup
Integrated Investment Consultants, LLC4,314$776K0.15%-4,73413F-HRTimeline
Sendero Wealth Management, LLC4,312$776K0.1%013F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.4,192$754K<0.01%-9413F-HRTimeline
TOWNSQUARE CAPITAL LLC4,172$751K0.07%-38,31613F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC4,151$747K0.02%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,127$743K<0.01%+42613F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP4,103$738K0.05%new13F-HRTimeline
Janney Montgomery Scott LLC4,072$733K<0.01%-86,60913F-HRTimeline
Clifford Group, LLC4,026$725K0.6%-713F-HRTimeline
State of Wyoming3,987$717K0.09%+1,20913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,975$715K0.06%-25513F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC3,910$704K0.14%-3513F-HRTimeline
Yorktown Management & Research Co Inc3,850$693K0.66%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,846$692K0.01%-22913F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC3,798$683K0.01%-7013F-HRTimelineGroup
Blueshift Asset Management, LLC3,791$682K0.21%new13F-HRTimeline
Blue Trust, Inc.3,784$681K0.01%+29013F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…3,748$674K0.16%-20413F-HRTimelineGroup
VestGen Investment Management3,697$665K0.48%-40413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,674$661K<0.01%-19413F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,624$652K<0.01%+1113F-HRTimeline
Alamea Verwaltungs GmbH3,597$647K0.49%+52913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,465$624K0.02%+1,62013F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT3,434$619K0.01%new13F-HRTimeline
Graham Capital Management, L.P.3,426$617K0.02%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.3,380$608K0.03%-8313F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC3,332$600K<0.01%-85313F-HRTimeline
DIVERSIFIED TRUST CO3,203$576K0.01%new13F-HRTimeline
Quantum Portfolio Management LLC3,190$574K0.27%-9613F-HRTimeline
Glenmede Investment Management, LP3,117$561K<0.01%13F-HRTimeline
First Bank & Trust3,054$550K0.1%-5213F-HRTimeline
Beverly Hills Private Wealth, LLC3,049$549K0.1%-43613F-HRTimeline
Clearstead Advisors, LLC3,030$545K0.01%-38413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,010$542K0.01%+23813F-HRTimelineGroup
Versor Investments LP2,995$539K0.09%+99513F-HRTimeline
NFSG Corp2,989$538K0.09%-42813F-HRTimeline
Summit Trail Advisors, LLC2,924$526K0.01%new13F-HRTimeline
Dynasty Wealth Management, LLC2,908$523K0.01%-38513F-HRTimeline
Snowden Capital Advisors LLC2,902$522K0.02%-94813F-HRTimeline
Utah Retirement Systems2,859$514K0.01%+5913F-HRTimeline
SHERBROOKE PARK ADVISERS LLC2,852$513K0.22%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,804$505K0.01%+3413F-HRTimeline
MQS Management LLC2,702$486K0.27%+96313F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,685$483K0.01%-8213F-HRTimelineGroup
AVIVA PLCin group AVIVA PLC2,684$483K<0.01%-1,06113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,616$471K<0.01%+1713F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC2,555$460K<0.01%-29,74013F-HRTimeline
Union Bancaire Privee, UBP SA2,506$458K0.01%-3,19213F-HRTimeline
Cynosure Group, LLC2,544$458K0.05%+43213F-HRTimeline
Outlook Wealth Advisors, LLC2,519$453K0.12%-4713F-HRTimeline
Steward Partners Investment Advisory, L…2,507$451K<0.01%+1913F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,495$449K0.02%-11013F-HRTimeline
WEALTH ALLIANCE, LLC2,472$445K0.05%-60113F-HRTimeline
Maryland State Retirement & Pension Sys…2,450$441K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,399$432K0.02%+35113F-HRTimelineGroup
Private Advisor Group, LLC2,396$431K<0.01%-2,10713F-HRTimeline
ProShare Advisors LLC2,385$429K<0.01%+8413F-HRTimeline
Merit Financial Group, LLC2,348$423K<0.01%new13F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…2,321$418K<0.01%new13F-HRTimelineGroup
J2 Capital Management Inc2,315$417K0.33%+63013F-HRTimeline
Wealthcare Capital Partners, LLCin group Wealthcare Advisory Partners …2,310$416K0.21%+813F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC2,302$414K0.01%-23,89513F-HR/ATimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP2,297$413K<0.01%new13F-HRTimelineGroup
Sterling Capital Management LLC2,258$406K0.01%-42013F-HR/ATimeline
HighPoint Advisor Group LLC2,255$406K0.02%+2413F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P2,243$404K0.01%-2,15013F-HRTimeline
VISTA FINANCE, LLC2,228$401K0.35%+8713F-HRTimeline
LECAP ASSET MANAGEMENT LTD2,145$386K0.14%-8,38513F-HRTimeline
Trajan Wealth LLC2,115$381K0.02%-11613F-HRTimeline
Wallace Advisory Group, LLC2,333$377K0.27%+1,09713F-HRTimeline
Alliance Wealth Advisors, LLC /UT2,076$374K0.09%+413F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,978$356K<0.01%-14813F-HRTimelineGroup
Machina Capital S.A.S.1,969$354K0.07%new13F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,924$346K0.01%013F-HRTimeline
American Trust1,920$346K0.03%new13F-HRTimeline
Legacy Wealth Asset Management, LLC1,916$345K0.09%+6113F-HRTimeline
MGO ONE SEVEN LLC1,892$340K0.01%-7113F-HRTimeline
NewEdge Wealth, LLC1,778$337K0.01%-21313F-HRTimeline
ANB BANK1,862$335K0.15%+10113F-HRTimeline
AlphaQuest LLC1,857$334K0.03%-2,17013F-HRTimeline
Berry Wealth Group, LP1,851$333K0.23%+1313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,802$324K0.03%-2,02813F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC1,794$323K<0.01%+7713F-HRTimeline
Cassaday & Co Wealth Management LLC1,783$321K0.01%-7713F-HRTimeline
Net Worth Advisory Group1,750$315K0.07%+6313F-HRTimeline
SFMG, LLC1,716$309K0.02%+513F-HRTimeline
EVOKE WEALTH, LLC1,709$308K0.01%-4,82113F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …1,582$306K0.02%+15913F-HRTimelineGroup
Rehmann Capital Advisory Group1,697$306K0.02%+22013F-HRTimeline
IFP Advisors, Inc1,682$303K0.01%+413F-HRTimeline
AE Wealth Management LLC1,679$302K<0.01%-16613F-HRTimeline
Hamilton Capital Partners Inc.1,668$300K0.02%013F-HRTimeline
CIBC Asset Management Inc1,644$296K<0.01%013F-HRTimeline
Serenus Wealth Advisors, LLC1,610$290K0.05%013F-HRTimeline
Atlatl Advisers LLC1,593$287K0.14%-3013F-HRTimeline
Qsemble Capital Management, LP1,587$286K0.03%new13F-HRTimeline
Brown Miller Wealth Management, LLC1,557$280K0.09%+17213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,499$270K<0.01%-213F-HRTimelineGroup
Hutchens & Kramer Investment Management…1,460$265K0.12%-2013F-HRTimeline
Riverwater Partners LLC1,458$262K0.12%+213F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,433$258K<0.01%+4613F-HRTimeline
Scissortail Wealth Management, LLC1,406$253K0.06%013F-HRTimeline
UMB Bank, n.a.1,403$252K<0.01%+3113F-HR/ATimeline
PFW Advisors LLC1,402$252K0.08%013F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…1,397$251K<0.01%new13F-HRTimelineGroup
KBC Group NVin group KBC Group NV1,387$250K<0.01%-90813F-HRTimelineGroup
OKABENA INVESTMENT SERVICES INC1,382$249K0.06%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,378$248K0.01%-1613F-HRTimeline
SummitTX Capital, L.P.1,308$235K0.01%new13F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co1,294$233K0.01%013F-HRTimelineGroup
SCS Capital Management LLC1,286$231K<0.01%-6913F-HRTimeline
111 Capital1,286$231K0.04%new13F-HRTimeline
OneDigital Investment Advisors LLC1,269$228K<0.01%-3413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.1,267$228K<0.01%-6,64113F-HRTimelineGroup
PROFUND ADVISORS LLC1,246$224K0.01%-7513F-HRTimeline
Mutual Advisors, LLC1,135$222K0.01%new13F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,236$222K0.04%-613F-HRTimeline