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Disclosery

HLI HOULIHAN LOKEY INC

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Stock (common), issuer CIK 1302215

562 managers (579 13F filers) reported a position in HLI shares at 2025-12-31, 54,466,503 shares in all. 79 filers opened a position and 73 filers sold out during the quarter.

Managers
562
13F filers
579
New
79
Added
174
Reduced
225
Sold out
73
Shares held by filers
54,466,503

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …11,493$2M<0.01%+3,28813F-HRTimelineGroup
TWINBEECH CAPITAL LP11,488$2M0.14%new13F-HRTimeline
APPLETON PARTNERS INC/MA11,254$1.96M0.13%+41913F-HRTimeline
FIDEURAM - INTESA SANPAOLO PRIVATE BANK…11,146$1.94M0.07%13F-HR/ATimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND10,930$1.9M0.02%+2513F-HRTimeline
Oak Thistle LLC10,678$1.86M0.26%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,663$1.86M<0.01%+1,10813F-HR/ATimelineGroup
NEW MEXICO EDUCATIONAL RETIREMENT BOARD10,600$1.85M0.06%013F-HRTimeline
BOKF, NAin group BOKF, NA10,548$1.84M0.03%-2,19613F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD10,426$1.82M<0.01%+5,32013F-HRTimeline
Orion Porfolio Solutions, LLC10,347$1.8M0.01%-38713F-HRTimeline
CWM, LLCin group CWM, LLC10,266$1.79M<0.01%-80213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC9,990$1.74M<0.01%-66513F-HRTimelineGroup
Cannell & Spears LLC9,884$1.72M0.03%-62013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.9,503$1.66M0.13%+1,91613F-HRTimeline
Linden Thomas Advisory Services, LLC9,350$1.63M0.17%+28813F-HRTimeline
Gibbs Wealth Management8,761$1.59M0.39%-1,61813F-HRTimeline
Edgestream Partners, L.P.9,061$1.58M0.04%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,505$1.48M0.01%+4,93213F-HRTimelineGroup
Richard Bernstein Advisors LLC8,492$1.48M0.04%-96713F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC8,416$1.47M0.02%-5413F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC8,400$1.46M0.07%+81613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,356$1.46M0.01%-61913F-HRTimelineGroup
CIM, LLC8,200$1.43M0.19%+21513F-HRTimeline
Stegent Equity Advisors, Inc.8,131$1.42M1.1%+10213F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…8,090$1.41M<0.01%+57813F-HRTimelineGroup
Pacer Advisors, Inc.8,065$1.4M<0.01%+83013F-HR/ATimeline
Federation des caisses Desjardins du Qu…7,963$1.39M0.01%-7,54313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,682$1.34M<0.01%-43113F-HRTimelineGroup
Advisory Services Network, LLC7,454$1.3M0.02%+18713F-HRTimeline
Cresset Asset Management, LLC7,123$1.24M0.01%+42113F-HRTimeline
XPONANCE LLC7,119$1.24M0.01%-90713F-HRTimeline
SummitTX Capital, L.P.7,109$1.24M0.04%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC7,100$1.24M<0.01%-155,60013F-HRTimeline
Avior Wealth Management, LLC7,050$1.23M0.04%-1,45813F-HRTimeline
Mayflower Financial Advisors, LLC1,122,132$1.21M0.15%+30013F-HRTimeline
Taylor Frigon Capital Management LLC6,900$1.2M0.61%+10613F-HRTimeline
Summit Trail Advisors, LLC6,862$1.2M0.02%+1,68313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,693$1.17M<0.01%new13F-HR/ATimelineGroup
OneAscent Financial Services LLCgroup of 4 filers holding6,554$1.14M+1,011Timeline
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding6,513$1.14M-1,203Timeline
INTRUST BANK NA6,512$1.13M0.09%+55613F-HRTimeline
Accredited Investors Inc.6,403$1.12M0.06%new13F-HRTimeline
Vestcor Inc6,377$1.11M0.03%-10,51813F-HRTimeline
FORA Capital, LLC6,250$1.09M0.13%new13F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC6,226$1.08M0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,197$1.08M<0.01%-16113F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV5,933$1.03M0.13%+8813F-HRTimeline
TD Asset Management Inc5,900$1.03M<0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC5,707$994K0.01%-1,65813F-HRTimeline
Fulton Bank, N.A.5,687$991K0.03%+43313F-HRTimeline
Mount Lucas Management LP5,591$974K0.43%-9013F-HRTimeline
GAMMA Investing LLC5,586$973K0.05%+50713F-HRTimeline
AXQ CAPITAL, LP5,571$970K0.22%new13F-HRTimeline
Sowell Financial Services LLC5,478$954K0.04%+90713F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding5,427$945K+5,327Timeline
State of Alaska, Department of Revenue5,415$943K0.01%-53013F-HRTimeline
PINEBRIDGE INVESTMENTS LLC5,308$925K0.01%13F-HR/ATimeline
Union Bancaire Privee, UBP SA5,175$918K0.01%+2,35813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,267$917K0.01%+6113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,243$913K<0.01%-5813F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.5,242$913K0.1%-2,21413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,178$902K0.07%+2,47413F-HRTimeline
Smith Group Asset Management, LLC5,150$897K0.05%-1,93013F-HRTimeline
Numerai GP LLC5,149$897K0.11%+12113F-HRTimeline
CONNABLE OFFICE INC5,109$890K0.08%-46713F-HRTimeline
NORDEN GROUP LLC5,043$879K0.09%-1,35813F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC5,033$877K0.01%+59013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,002$871K0.01%+88913F-HRTimelineGroup
Strategic Wealth Investment Group, LLC4,986$869K0.11%-1,97413F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC4,955$863K0.03%new13F-HRTimelineGroup
Portside Wealth Group, LLC4,950$862K0.12%-41213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding4,884$851K-4,748Timeline
New York Life Investment Management LLCin group New York Life Investment Mana…4,881$850K0.01%new13F-HRTimelineGroup
Voleon Capital Management LP4,874$849K0.02%-2,56213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,807$837K<0.01%+17713F-HRTimelineGroup
Magnetar Financial LLCin group Magnetar Financial LLC4,796$835K0.01%new13F-HRTimelineGroup
AXA S.A.in group AXA S.A.4,737$825K0.39%new13F-HRTimelineGroup
First Eagle Investment Management, LLCin group First Eagle Investment Manage…4,524$788K<0.01%+32213F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.4,384$764K<0.01%-47313F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC4,323$753K<0.01%-47,31013F-HRTimelineGroup
Crossmark Global Holdings, Inc.4,313$751K0.01%-23313F-HRTimeline
Sendero Wealth Management, LLC4,312$751K0.08%013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP4,229$737K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV4,111$716K<0.01%-46513F-HRTimeline
Aquatic Capital Management LLC4,107$715K0.02%-88913F-HRTimeline
Callan Family Office, LLC4,104$715K0.02%+2,03213F-HRTimeline
DIVERSIFIED TRUST CO4,055$706K0.01%+84013F-HRTimeline
LECAP ASSET MANAGEMENT LTD4,030$702K0.28%new13F-HRTimeline
Ethic Inc.4,027$701K0.01%-39813F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…4,008$698K<0.01%+1,52013F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC3,965$691K0.05%013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC3,951$688K0.03%-10013F-HRTimeline
Impact Partnership Wealth, LLC3,930$685K0.09%new13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA3,886$677K<0.01%-10,10413F-HRTimelineGroup
Blue Trust, Inc.3,856$672K0.01%-18813F-HRTimeline
Yorktown Management & Research Co Inc3,850$671K0.54%013F-HRTimeline
State of Wyoming3,817$665K0.07%+23313F-HRTimeline
Clifford Group, LLC3,806$663K0.51%+4313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,791$660K0.01%-3713F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC3,295$657K<0.01%-3713F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC3,714$647K0.12%-5013F-HRTimeline
Quantum Portfolio Management LLC3,712$647K0.29%-97913F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…3,687$642K0.15%-5313F-HRTimelineGroup
VestGen Investment Management3,672$640K0.35%-20413F-HRTimeline
Bridgewater Associates, LP3,598$627K<0.01%new13F-HRTimeline
Janney Montgomery Scott LLC3,393$591K<0.01%-20213F-HRTimeline
Illinois Municipal Retirement Fund3,350$584K0.01%-6,01313F-HRTimeline
Integrated Investment Consultants, LLC3,295$574K0.11%-1,01913F-HR/ATimeline
Dynamic Technology Lab Private Ltd3,280$571K0.13%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC3,228$562K<0.01%-53913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,167$552K0.01%+1,78613F-HRTimelineGroup
J2 Capital Management Inc3,126$545K0.4%+98813F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,102$540K0.05%new13F-HRTimelineGroup
Dynasty Wealth Management, LLC3,098$540K0.01%-1113F-HRTimeline
First Bank & Trust3,054$532K0.09%013F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP2,919$508K0.05%new13F-HRTimeline
Csenge Advisory Group2,895$504K0.02%+19713F-HRTimeline
Utah Retirement Systems2,859$498K<0.01%013F-HRTimeline
CAXTON ASSOCIATES LLP2,857$498K0.01%-13,31713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,823$492K0.01%-31813F-HRTimelineGroup
AVIVA PLCin group AVIVA PLC2,783$485K<0.01%+41113F-HRTimelineGroup
Scientech Research LLC2,771$483K0.3%new13F-HRTimeline
Caprock Group, LLC2,741$478K0.01%-1,18313F-HRTimeline
Engineers Gate Manager LP2,737$477K0.01%+1,18913F-HRTimeline
Snowden Capital Advisors LLC2,732$476K0.01%-12813F-HRTimeline
Maryland State Retirement & Pension Sys…2,697$470K0.01%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,676$466K<0.01%-15813F-HRTimelineGroup
Integrated Quantitative Investments LLC2,650$462K0.1%new13F-HRTimeline
WEALTH ALLIANCE, LLC2,595$452K0.04%+8313F-HRTimeline
Beverly Hills Private Wealth, LLC2,503$436K0.07%-36913F-HR/ATimeline
Baker Ellis Asset Management LLC2,500$435K0.05%-36913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,478$432K0.02%-4913F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,357$411K<0.01%-2913F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC2,330$406K0.26%13F-HRTimeline
Wealthcare Capital Partners, LLCin group Wealthcare Advisory Partners …2,324$405K0.19%+813F-HRTimelineGroup
OPTIMIZE FINANCIAL INC.2,322$404K0.2%+3213F-HRTimeline
Cambridge Investment Research Advisors,…2,303$401K<0.01%+1513F-HRTimeline
Cynosure Group, LLC2,278$397K0.04%-26613F-HRTimeline
Freestone Grove Partners LP2,274$396K<0.01%new13F-HRTimeline
Private Advisor Group, LLC2,241$390K<0.01%-18513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,219$386K<0.01%+30413F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC2,210$385K0.01%-47813F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding2,200$383K-6,574Timeline
ProShare Advisors LLC2,187$381K<0.01%-12613F-HRTimeline
MQS Management LLC2,185$381K0.22%new13F-HRTimeline
Sterling Capital Management LLC2,128$371K0.01%+2813F-HRTimeline
VISTA FINANCE, LLC2,123$370K0.25%-10513F-HRTimeline
UMB Bank, n.a.2,073$361K<0.01%+66813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Round Rock Advisors LLC2,073$361K0.05%013F-HR/ATimeline
HighPoint Advisor Group LLC2,062$359K0.01%-313F-HRTimeline
Beacon Pointe Advisors, LLC2,054$358K<0.01%-8913F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT2,049$357K<0.01%new13F-HRTimeline
Legacy Wealth Asset Management, LLC2,040$355K0.09%+4813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,029$353K<0.01%13F-HRTimelineGroup
MGO ONE SEVEN LLC1,964$342K0.01%+13613F-HRTimeline
Argos Wealth Advisors, LLC1,930$336K0.09%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,927$336K<0.01%new13F-HRTimelineGroup
Vise Technologies, Inc.1,919$334K0.01%+68513F-HRTimeline
North Dakota State Investment Board1,914$333K0.01%13F-HRTimeline
Index Technologies Group LLC1,898$331K0.35%13F-HRTimeline
AE Wealth Management LLC1,898$331K<0.01%+5613F-HRTimeline
Rehmann Capital Advisory Group1,868$327K0.02%-2813F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC1,859$324K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,859$324K<0.01%-31413F-HRTimeline
NLB Skladi, upravljanje premozenja, d.o…1,817$317K0.01%13F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,813$316K0.01%-11113F-HRTimeline
ANB BANK1,807$315K0.12%-2313F-HRTimeline
Hutchens & Kramer Investment Management…1,787$311K0.11%013F-HRTimeline
NewEdge Wealth, LLC1,780$310K<0.01%+213F-HRTimeline
Cassaday & Co Wealth Management LLC1,770$308K0.01%-3613F-HRTimeline
Brown Miller Wealth Management, LLC1,761$307K0.08%+4113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,761$307K0.01%-1,17613F-HR/ATimeline
Legato Capital Management LLC1,750$305K0.03%new13F-HRTimeline
Global Retirement Partners, LLC1,741$303K0.01%+32913F-HRTimeline
Trajan Wealth LLC1,738$303K0.01%-9413F-HRTimeline
Hamilton Capital Partners Inc.1,730$301K0.01%+6213F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding1,722$300K+1,644Timeline
SFMG, LLC1,716$299K0.02%013F-HRTimeline
IFP Advisors, Inc1,694$295K0.01%+7213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.1,677$292K0.01%new13F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.1,661$289K<0.01%-98213F-HRTimeline
Atlatl Advisers LLC1,651$288K0.11%+1713F-HRTimeline
CIBC Asset Management Inc1,644$286K<0.01%013F-HRTimeline
Arkadios Wealth Advisors1,643$286K0.01%+20313F-HRTimeline
Brooklyn Investment Group1,608$285K0.01%new13F-HRTimeline
Serenus Wealth Advisors, LLC1,610$280K0.05%013F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC1,572$274K0.03%013F-HRTimeline
Advyzon Investment Management, LLC1,569$273K0.03%+51013F-HRTimeline
EVOKE WEALTH, LLC1,563$272K0.01%-16113F-HRTimeline
KBC Group NVin group KBC Group NV1,557$271K<0.01%013F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT1,548$270K<0.01%+15713F-HRTimeline
Ausdal Financial Partners, Inc.1,529$266K0.01%+46313F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC1,520$265K<0.01%-8,49813F-HRTimeline
Marex Group Ltdin group Marex Group Ltd1,502$262K<0.01%new13F-HRTimelineGroup
HB Wealth Management, LLC1,494$260K<0.01%+32713F-HRTimeline
TWO SIGMA SECURITIES, LLC1,490$260K0.04%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,407$258K<0.01%new13F-HRTimelineGroup
Waverly Advisors, LLC1,467$256K<0.01%new13F-HRTimeline
Riverwater Partners LLC1,460$254K0.1%+213F-HRTimeline