Skip to content
Disclosery

HLI HOULIHAN LOKEY INC

Follow

Stock (common), issuer CIK 1302215

494 managers (506 13F filers) reported a position in HLI shares at 2024-12-31, 53,483,094 shares in all. 74 filers opened a position and 41 filers sold out during the quarter.

Managers
494
13F filers
506
New
74
Added
175
Reduced
165
Sold out
41
Shares held by filers
53,483,094

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
SIMPLEX TRADING, LLC375$65K<0.01%new13F-HRTimeline
Balefire, LLC363$62.3K0.02%new13F-HRTimeline
SIGNATUREFD, LLC347$60.3K<0.01%+2213F-HRTimeline
EMERALD ADVISERS, LLCin group EMERALD ADVISERS, LLC345$59.9K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC305$53K0.01%13F-HRTimeline
Clark Wealth Partners275$47.8K0.04%13F-HRTimeline
Parkside Financial Bank & Trust257$44.6K0.01%+3813F-HRTimeline
QUADRANT CAPITAL GROUP LLC245$42.5K<0.01%+1913F-HRTimeline
WOLFF WIESE MAGANA LLC241$41.9K0.03%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC217$37.7K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC215$37.3K<0.01%-2713F-HRTimeline
Physician Wealth Advisors, Inc.200$34.7K0.01%new13F-HRTimeline
Global Financial Private Client, LLC197$34.2K0.01%+313F-HRTimeline
Financial Life Planners191$33.2K0.03%13F-HRTimeline
PRIVATE TRUST CO NA169$29.3K<0.01%new13F-HRTimeline
Ameliora Wealth Management Ltd.169$29.3K0.01%013F-HRTimeline
Rise Advisors, LLC153$26.6K0.01%013F-HRTimeline
Lindbrook Capital, LLC139$24.1K<0.01%+113F-HRTimeline
Eagle Bay Advisors LLC139$24.1K0.02%-4013F-HRTimeline
AMERIFLEX GROUP, INC.132$24K0.01%13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC138$24K0.01%013F-HRTimeline
Painted Porch Advisors LLC131$22.7K0.01%+613F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC114$19.8K<0.01%new13F-HRTimelineGroup
Van Hulzen Asset Management, LLC107$18.6K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC104$18.1K<0.01%013F-HRTimeline
MAI Capital Management100$17.4K<0.01%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC100$17.4K0.01%new13F-HRTimeline
Fortitude Family Office, LLC99$17.2K0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC96$16.7K0.01%013F-HRTimeline
Bell Investment Advisors, Inc95$16.5K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.92$16K<0.01%-1313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management89$15.5K<0.01%+213F-HRTimelineGroup
Wilmington Savings Fund Society, FSB78$13.5K<0.01%+1813F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…78$13.4K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.73$12.7K<0.01%13F-HRTimeline
Bogart Wealth, LLC72$12.5K<0.01%+1113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.69$12K<0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC65$11.7K<0.01%-513F-HRTimeline
Key Financial Inc67$11.6K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC56$9.72K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC50$8.68K<0.01%013F-HRTimeline
Larson Financial Group LLC49$8.51K<0.01%013F-HRTimeline
WASHINGTON TRUST Co48$8.35K<0.01%-713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.44$7.67K<0.01%new13F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.42$7.63K<0.01%-1113F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC43$7.47K<0.01%-26213F-HRTimeline
Versant Capital Management, Inc43$7.47K<0.01%-5113F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP42$7.29K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC42$7.02K0.01%13F-HRTimeline
Hemington Wealth Management41$7K<0.01%+1613F-HRTimeline
Arax Advisory Partners40$6.95K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC39$6.77K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC37$6.43K<0.01%-413F-HRTimeline
TD Capital Management LLC35$6.1K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC35$6.08K<0.01%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB34$5.9K<0.01%+1813F-HRTimeline
CoreCap Advisors, LLC34$5.9K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC32$5.56K<0.01%13F-HRTimeline
Westside Investment Management, Inc.32$5.56K<0.01%013F-HRTimeline
North Star Investment Management Corp.29$5.05K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.29$5.04K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.29$5.04K<0.01%013F-HRTimeline
FSC Wealth Advisors, LLC26$4.51K<0.01%013F-HRTimeline
Quent Capital, LLC25$4.34K<0.01%013F-HRTimeline
First Pacific Financial24$4.17K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC24$4.17K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC21$3.65K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC21$3.65K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…19$3.3K<0.01%013F-HRTimelineGroup
GeoWealth Management, LLC19$3.3K<0.01%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV18$3.13K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC18$3.13K<0.01%013F-HRTimeline
Continuum Advisory, LLC15$2.6K<0.01%013F-HRTimeline
Beacon Capital Management, LLC15$2.6K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC15$2.6K<0.01%-5713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC14$2.43K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HOLLENCREST CAPITAL MANAGEMENT14$2.43K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.12$2.08K<0.01%013F-HRTimeline
Householder Group Estate & Retirement S…14$2K<0.01%-1,26813F-HRTimeline
Horizon Investments, LLC11$1.91K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.10$1.74K<0.01%-213F-HRTimeline
Hexagon Capital Partners LLC9$1.56K<0.01%013F-HRTimeline
Caitong International Asset Management …7$1.22K<0.01%13F-HR/ATimeline
WealthTrak Capital Management LLC5$869<0.01%13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA4$695<0.01%new13F-HRTimeline
WPG Advisers, LLC4$695<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.3$6910.06%-5,09613F-HRTimeline
Sachetta, LLC3$521<0.01%013F-HRTimeline
NewSquare Capital LLC2$347<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.2$347<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC2$347<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.2$347<0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1$174<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$174<0.01%013F-HRTimeline