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Disclosery

HLI HOULIHAN LOKEY INC

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Stock (common), issuer CIK 1302215

539 managers (553 13F filers) reported a position in HLI shares at 2025-09-30, 54,180,291 shares in all. 72 filers opened a position and 63 filers sold out during the quarter.

Managers
539
13F filers
553
New
72
Added
188
Reduced
205
Sold out
63
Shares held by filers
54,180,291

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
ASSETMARK, INCin group ASSETMARK, INC10,655$2.19M<0.01%-1213F-HRTimelineGroup
NEW MEXICO EDUCATIONAL RETIREMENT BOARD10,600$2.18M0.07%013F-HRTimeline
Cannell & Spears LLC10,504$2.16M0.04%-10513F-HRTimeline
Gibbs Wealth Management10,379$2.13M0.48%+3,52413F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC10,018$2.06M0.02%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\9,905$2.03M<0.01%-40,25813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding9,632$1.98M+4,166Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,555$1.96M<0.01%new13F-HRTimelineGroup
Richard Bernstein Advisors LLC9,459$1.94M0.06%-13,83613F-HRTimeline
Illinois Municipal Retirement Fund9,363$1.92M0.02%-3,40113F-HRTimeline
Linden Thomas Advisory Services, LLC9,062$1.86M0.19%+29113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,975$1.84M0.01%-6713F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…8,806$1.81M<0.01%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding8,774$1.8M-68,133Timeline
Cinctive Capital Management LP8,517$1.75M0.09%new13F-HRTimeline
Avior Wealth Management, LLC8,508$1.75M0.06%-113F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC8,470$1.74M0.03%-1,00113F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …8,205$1.68M<0.01%+1,75313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,113$1.67M<0.01%+28613F-HRTimelineGroup
Stegent Equity Advisors, Inc.8,029$1.65M1.34%-6,23313F-HRTimeline
XPONANCE LLC8,026$1.65M0.01%+6813F-HRTimeline
CIM, LLC7,985$1.64M0.21%new13F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding7,716$1.59M-8,055Timeline
HARBOR CAPITAL ADVISORS, INC.7,587$1.56M0.12%-16,36813F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC7,584$1.56M0.08%-47813F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…7,512$1.54M<0.01%-45513F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.7,456$1.53M0.17%+1,11513F-HRTimeline
Voleon Capital Management LP7,436$1.53M0.04%-7,74113F-HRTimeline
Sequoia Financial Advisors, LLC7,365$1.51M0.01%+2,46013F-HRTimeline
Advisory Services Network, LLC7,267$1.49M0.02%+12913F-HRTimeline
Pacer Advisors, Inc.7,235$1.49M<0.01%+2,48513F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC7,095$1.46M0.02%+4,79313F-HR/ATimelineGroup
Smith Group Asset Management, LLC7,080$1.45M0.08%-24013F-HRTimeline
Strategic Wealth Investment Group, LLC6,960$1.43M0.12%+6,74413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding6,875$1.41M-4,378Timeline
Taylor Frigon Capital Management LLC6,794$1.4M0.69%+11913F-HRTimeline
Cresset Asset Management, LLC6,702$1.38M0.01%+27213F-HR/ATimeline
NORDEN GROUP LLC6,401$1.31M0.13%+1,15313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,358$1.31M<0.01%+41013F-HRTimelineGroup
ALGERT GLOBAL LLC6,026$1.24M0.02%-75013F-HR/ATimeline
INTRUST BANK NA5,956$1.22M0.1%-4813F-HRTimeline
State of Alaska, Department of Revenue5,945$1.22M0.01%-10513F-HRTimeline
TD Asset Management Inc5,900$1.21M<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV5,845$1.2M0.16%013F-HR/ATimeline
Mount Lucas Management LP5,681$1.17M0.53%-42513F-HRTimeline
Mayflower Financial Advisors, LLC1,121,832$1.16M0.15%new13F-HRTimeline
CONNABLE OFFICE INC5,576$1.14M0.11%013F-HRTimeline
OneAscent Financial Services LLCgroup of 4 filers holding5,543$1.14M-1,539Timeline
Portside Wealth Group, LLC5,362$1.1M0.15%+82313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,301$1.09M<0.01%+44013F-HRTimeline
Fulton Bank, N.A.5,254$1.08M0.04%-92613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,206$1.07M0.01%+1213F-HRTimeline
Summit Trail Advisors, LLC5,179$1.06M0.01%+2,25513F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD5,106$1.05M<0.01%-2313F-HRTimeline
GAMMA Investing LLC5,079$1.04M0.06%+36113F-HRTimeline
Numerai GP LLC5,028$1.03M0.15%-5113F-HRTimeline
Aquatic Capital Management LLC4,996$1.03M0.02%-24,68113F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding4,977$1.02M-306Timeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.4,857$997K<0.01%-16413F-HRTimelineGroup
Quantum Portfolio Management LLC4,691$963K0.29%+1,50113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,630$951K0.01%+30013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV4,576$940K<0.01%+1,96013F-HRTimeline
Sowell Financial Services LLC4,571$939K0.04%+5513F-HRTimeline
Crossmark Global Holdings, Inc.4,546$933K0.01%-92613F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC4,443$912K0.01%-4413F-HRTimeline
Ethic Inc.4,425$909K0.01%-84013F-HRTimeline
Integrated Investment Consultants, LLC4,314$886K0.15%013F-HRTimeline
Sendero Wealth Management, LLC4,312$885K0.1%013F-HRTimeline
Integrated Wealth Concepts LLC4,220$866K0.01%-2,55513F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…4,202$863K<0.01%-79413F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,113$844K0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP4,104$842K<0.01%new13F-HRTimeline
Entropy Technologies, LP4,055$833K0.06%-5,65813F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC4,051$832K0.02%-10013F-HRTimeline
Blue Trust, Inc.4,044$830K0.01%+26013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,965$814K0.06%-1013F-HRTimeline
VestGen Investment Management3,876$796K0.48%+17913F-HRTimeline
SG Americas Securities, LLC3,860$793K<0.01%-28,09113F-HRTimeline
Yorktown Management & Research Co Inc3,850$790K0.63%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,828$786K0.01%-1813F-HRTimelineGroup
Caprock Group, LLC3,924$782K0.02%13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC3,767$773K0.01%-3113F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC3,764$773K0.15%-14613F-HRTimeline
Clifford Group, LLC3,763$773K0.6%-26313F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…3,740$768K0.18%-813F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…3,653$750K0.01%-1,72913F-HRTimelineGroup
Janney Montgomery Scott LLC3,595$738K<0.01%-47713F-HRTimeline
Alamea Verwaltungs GmbH3,593$738K0.5%-413F-HRTimeline
State of Wyoming3,584$736K0.08%-40313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,573$734K<0.01%-10113F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC3,332$684K<0.01%013F-HRTimeline
DIVERSIFIED TRUST CO3,215$660K0.01%+1213F-HRTimeline
B. Riley Wealth Advisors, Inc.3,173$652K0.03%-20713F-HRTimeline
Glenmede Investment Management, LP3,155$648K<0.01%+3813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,141$645K0.01%+13113F-HRTimelineGroup
Dynasty Wealth Management, LLC3,109$638K0.01%+20113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,094$635K<0.01%-1,85913F-HRTimelineGroup
First Bank & Trust3,054$627K0.11%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,937$603K0.01%+13313F-HRTimeline
Quantbot Technologies LP2,921$600K0.02%-9,42013F-HRTimeline
Beverly Hills Private Wealth, LLC2,872$590K0.1%-17713F-HRTimeline
Baker Ellis Asset Management LLC2,869$589K0.07%new13F-HRTimeline
Snowden Capital Advisors LLC2,860$587K0.02%-4213F-HRTimeline
Utah Retirement Systems2,859$587K0.01%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,834$582K0.01%+14913F-HRTimelineGroup
Union Bancaire Privee, UBP SA2,817$580K0.01%+31113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,704$555K0.05%+2,65413F-HRTimeline
Csenge Advisory Group2,698$554K0.03%new13F-HRTimeline
Maryland State Retirement & Pension Sys…2,697$554K0.01%+24713F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,688$552K0.02%+19313F-HRTimeline
Vestmark Advisory Solutions, Inc.2,643$543K0.01%-2,11513F-HRTimeline
Cynosure Group, LLC2,544$522K0.06%013F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,527$519K0.02%+12813F-HRTimelineGroup
WEALTH ALLIANCE, LLC2,512$516K0.05%+4013F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…2,488$511K<0.01%+1,09113F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd2,449$503K0.25%-8,46213F-HRTimeline
Private Advisor Group, LLC2,426$498K<0.01%+3013F-HRTimeline
Steward Partners Investment Advisory, L…2,386$490K<0.01%-12113F-HRTimeline
AVIVA PLCin group AVIVA PLC2,372$487K<0.01%-31213F-HRTimelineGroup
Wealthcare Capital Partners, LLCin group Wealthcare Advisory Partners …2,316$476K0.22%+613F-HRTimelineGroup
ProShare Advisors LLC2,313$475K<0.01%-7213F-HRTimeline
OPTIMIZE FINANCIAL INC.2,290$470K0.24%new13F-HRTimeline
Cambridge Investment Research Advisors,…2,288$470K<0.01%-1,33613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,273$467K<0.01%-87,41613F-HRTimelineGroup
VISTA FINANCE, LLC2,228$457K0.3%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,213$454K0.04%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,173$446K<0.01%+37913F-HRTimeline
Beacon Pointe Advisors, LLC2,143$440K<0.01%new13F-HRTimeline
J2 Capital Management Inc2,138$439K0.33%-17713F-HRTimeline
Merit Financial Group, LLC2,113$434K<0.01%-23513F-HR/ATimeline
Sterling Capital Management LLC2,100$431K0.01%-15813F-HRTimeline
Round Rock Advisors LLC2,073$426K0.07%new13F-HRTimeline
Callan Family Office, LLC2,072$425K0.01%-2,61613F-HRTimeline
HighPoint Advisor Group LLC2,065$424K0.02%-19013F-HRTimeline
Arax Advisory Partners1,992$409K0.01%+1,93113F-HRTimeline
Legacy Wealth Asset Management, LLC1,992$409K0.1%+7613F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,924$395K0.01%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,915$393K<0.01%new13F-HRTimelineGroup
Rehmann Capital Advisory Group1,896$389K0.02%+19913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,893$389K0.01%new13F-HRTimeline
Alliance Wealth Advisors, LLC /UT1,843$378K0.09%-23313F-HRTimeline
AE Wealth Management LLC1,842$378K<0.01%+16313F-HRTimeline
Trajan Wealth LLC1,832$376K0.02%-28313F-HRTimeline
ANB BANK1,830$376K0.15%-3213F-HRTimeline
MGO ONE SEVEN LLC1,828$375K0.01%-6413F-HRTimeline
Cassaday & Co Wealth Management LLC1,806$371K0.01%+2313F-HRTimeline
Hutchens & Kramer Investment Management…1,787$367K0.14%+32713F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,773$364K<0.01%-20513F-HRTimelineGroup
EVOKE WEALTH, LLC1,724$354K0.01%+1513F-HRTimeline
Brown Miller Wealth Management, LLC1,720$353K0.1%+16313F-HRTimeline
SFMG, LLC1,716$352K0.02%013F-HRTimeline
American Trust1,680$345K0.03%-24013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,670$343K<0.01%+17113F-HRTimelineGroup
Hamilton Capital Partners Inc.1,668$342K0.01%013F-HRTimeline
CIBC Asset Management Inc1,644$338K<0.01%013F-HRTimeline
Atlatl Advisers LLC1,634$335K0.13%+4113F-HRTimeline
IFP Advisors, Inc1,622$333K0.01%-6013F-HR/ATimeline
Serenus Wealth Advisors, LLC1,610$331K0.06%013F-HRTimeline
Wallace Advisory Group, LLC1,793$323K0.26%-54013F-HRTimeline
KBC Group NVin group KBC Group NV1,557$320K<0.01%+17013F-HRTimelineGroup
NewEdge Wealth, LLC1,778$319K<0.01%013F-HRTimeline
Engineers Gate Manager LP1,548$318K<0.01%-13,20613F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P1,533$315K0.01%-71013F-HRTimeline
Riverwater Partners LLC1,458$299K0.12%013F-HRTimeline
Longboard Asset Management, LP1,458$299K0.48%new13F-HRTimeline
FourThought Financial Partners, LLC1,453$298K0.03%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,443$296K<0.01%+1013F-HRTimeline
Arkadios Wealth Advisors1,440$296K0.01%new13F-HRTimeline
Global Retirement Partners, LLC1,412$290K0.01%+19113F-HRTimeline
Scissortail Wealth Management, LLC1,406$289K0.06%013F-HRTimeline
UMB Bank, n.a.1,405$288K<0.01%+213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PFW Advisors LLC1,402$288K0.09%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,391$286K0.01%+1313F-HRTimeline
OKABENA INVESTMENT SERVICES INC1,382$284K0.06%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,381$284K0.01%-2,08413F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.1,378$283K<0.01%+11113F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP1,372$282K<0.01%+23113F-HRTimelineGroup
INFRASTRUCTURE CAPITAL ADVISORS, LLC1,572$282K0.03%new13F-HRTimeline
Covestor Ltd1,357$279K0.15%+22113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,308$269K<0.01%+50413F-HRTimelineGroup
Beirne Wealth Consulting Services, LLC1,305$268K0.06%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,281$263K0.01%new13F-HRTimeline
PROFUND ADVISORS LLC1,270$261K0.01%+2413F-HRTimeline
denkapparat Operations GmbH1,270$261K0.17%new13F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co1,263$259K0.01%-3113F-HRTimelineGroup
Vise Technologies, Inc.1,234$253K0.01%+12113F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,233$253K0.01%+2513F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,223$251K<0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC1,214$249K<0.01%-5513F-HRTimeline
Impact Capital Partners LLC1,203$247K0.07%-1813F-HRTimeline
Fourth Dimension Wealth, LLC1,198$246K0.09%+30013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,191$245K<0.01%+1513F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,189$244K0.04%-4713F-HRTimeline
Kingsview Wealth Management, LLC1,183$243K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC1,175$242K0.01%+10313F-HRTimeline
Independent Advisor Alliance1,177$242K0.01%+3613F-HRTimeline
Verition Fund Management LLC1,173$241K<0.01%-7,65113F-HRTimeline
HB Wealth Management, LLC1,167$240K<0.01%new13F-HRTimeline
Moloney Securities Asset Management, LLC1,150$236K0.03%-2013F-HRTimeline
Motley Fool Asset Management LLCin group Motley Fool Asset Management …1,146$235K0.01%+1613F-HRTimelineGroup