Skip to content
Disclosery

HLI HOULIHAN LOKEY INC

Follow

Stock (common), issuer CIK 1302215

505 managers (520 13F filers) reported a position in HLI shares at 2026-06-30, 56,260,955 shares in all. 49 filers opened a position and 76 filers sold out during the quarter.

Managers
505
13F filers
520
New
49
Added
178
Reduced
206
Sold out
76
Shares held by filers
56,260,955

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Physician Wealth Advisors, Inc.200$26.8K<0.01%-313F-HRTimeline
Bayforest Capital Ltd182$24.4K0.02%-17213F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC180$24.1K0.01%-26613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…172$23.1K<0.01%-26113F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding170$22.8K-379,183Timeline
Ameliora Wealth Management Ltd.169$22.7K0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.165$22.4K<0.01%new13F-HRTimelineGroup
OAKWORTH CAPITAL, INC.165$22.1K<0.01%013F-HRTimeline
Millstone Evans Group, LLC155$20.8K0.01%013F-HRTimeline
Golden State Wealth Management, LLC154$20.8K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.153$20.5K<0.01%+14513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC143$19K<0.01%-21113F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC138$18.5K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.133$17.8K0.01%013F-HRTimeline
Clearstead Advisors, LLC123$16.5K<0.01%+6213F-HRTimeline
Fortitude Family Office, LLC123$16.5K<0.01%+813F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management117$15.7K<0.01%new13F-HRTimelineGroup
First Pacific Financial116$15.6K<0.01%+9913F-HRTimeline
Westside Investment Management, Inc.116$15.6K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…104$14K0.04%-4913F-HR/ATimelineGroup
HHM Wealth Advisors, LLC104$13.9K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP100$13.4K<0.01%013F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…90$12.1K<0.01%-4,78513F-HR/ATimelineGroup
CX Institutional89$12K<0.01%+113F-HRTimeline
Bell Investment Advisors, Inc88$11.8K<0.01%-413F-HRTimeline
Crewe Advisors LLC86$11.5K<0.01%new13F-HRTimeline
Paladin Partners, LLC77$10.3K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC75$10.1K<0.01%013F-HRTimeline
Quarry LP72$9.66K<0.01%-42713F-HRTimeline
Bogart Wealth, LLC68$9.12K<0.01%-713F-HRTimeline
Westfuller Advisors, LLC67$9.03K<0.01%013F-HRTimeline
Key Financial Inc67$8.99K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…67$8.99K<0.01%+2713F-HRTimeline
Larson Financial Group LLC63$8.45K<0.01%-913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.62$8.32K<0.01%-2413F-HRTimeline
WEBSTER BANK, N. A.58$7.78K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC56$7.78K<0.01%-1613F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS60$7.38K<0.01%new13F-HRTimeline
True Wealth Design, LLC54$7.24K<0.01%new13F-HRTimeline
Basepoint Wealth LLC52$6.97K<0.01%013F-HRTimeline
Tidemark, LLC51$6.84K<0.01%new13F-HRTimeline
Nvest Wealth Strategies, Inc.50$6.71K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC47$6.3K<0.01%-913F-HRTimeline
ENTRUST FINANCIAL LLC46$6.17K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…44$5.9K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC44$5.9K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…42$5.79K<0.01%+913F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.43$5.77K<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.42$5.63K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST36$4.83K<0.01%013F-HRTimeline
TD Capital Management LLC36$4.82K<0.01%-2013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC35$4.7K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC33$4.43K<0.01%013F-HRTimeline
North Star Investment Management Corp.30$3.99K<0.01%-2313F-HRTimeline
Washington Trust Advisors, Inc.28$3.78K<0.01%013F-HRTimeline
IFG Advisory, LLC28$3.76K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC27$3.62K<0.01%+1113F-HRTimeline
Bravera Wealth27$3.62K<0.01%013F-HRTimeline
PFS Partners, LLC26$3.54K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.26$3.49K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC25$3.35K<0.01%+313F-HRTimeline
Continuum Advisory, LLC24$3.22K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC24$3.15K<0.01%-6813F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…23$3.08K<0.01%-1913F-HRTimeline
Silver Grove Financial Group, Inc.23$3.08K<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC22$2.95K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC21$2.82K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.20$2.76K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.20$2.68K<0.01%new13F-HRTimeline
CVA Family Office, LLC16$2.15K<0.01%-5813F-HRTimeline
Bare Financial Services, Inc16$2.15K<0.01%-413F-HRTimeline
Creative Capital Management Investments…15$2.01K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT14$1.88K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC13$1.78K<0.01%013F-HRTimeline
SHP Wealth Management13$1.74K<0.01%+413F-HRTimeline
CoreCap Advisors, LLC13$1.74K<0.01%+413F-HRTimeline
First Command Advisory Services, Inc.12$1.61K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.12$1.61K<0.01%013F-HRTimeline
Manchester Capital Management LLC11$1.48K<0.01%013F-HRTimeline
Investors Research Corp11$1.48K<0.01%013F-HRTimeline
BAYBAN11$1.48K<0.01%013F-HRTimeline
Quent Capital, LLC10$1.34K<0.01%-5413F-HRTimeline
Bay Harbor Wealth Management, LLC9$1.21K<0.01%+213F-HRTimeline
Rossby Financial, LCC9$1.21K<0.01%+313F-HRTimeline
Rialto Wealth Management, LLC8$1.07K<0.01%-613F-HRTimeline
Cromwell Holdings LLC8$1.07K<0.01%013F-HRTimeline
MidFirst Bank8$1.07K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC7$939<0.01%-1213F-HRTimeline
HFM Investment Advisors, LLC7$939<0.01%+413F-HRTimeline
Principia Wealth Advisory, LLC6$805<0.01%-113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5$671<0.01%013F-HRTimeline
Cornerstone Financial Management LLC5$671<0.01%-413F-HR/ATimeline
Marquette Asset Management, LLC4$537<0.01%-313F-HRTimeline
American Capital Advisory, LLC4$537<0.01%-113F-HRTimeline
Breakwater Investment Management4$537<0.01%013F-HRTimeline
LRI Investments, LLC3$402<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC2$276<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.2$268<0.01%013F-HRTimeline
Hughes Financial Services, LLC2$268<0.01%+113F-HRTimeline
Quaker Wealth Management, LLC1$135<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$135<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1$135<0.01%13F-HRTimeline
Caitong International Asset Management …1$134<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.0$9<0.01%-1913F-HRTimelineAmount filed as zero, left out of ratios.
Navigoe, LLC1$00%new13F-HRTimelineValue filed as zero, left out of ratios.