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Disclosery

HLI HOULIHAN LOKEY INC

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Stock (common), issuer CIK 1302215

513 managers (527 13F filers) reported a position in HLI shares at 2025-03-31, 53,279,753 shares in all. 73 filers opened a position and 52 filers sold out during the quarter.

Managers
513
13F filers
527
New
73
Added
202
Reduced
172
Sold out
52
Shares held by filers
53,279,753

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Lindbrook Capital, LLC865$140K0.01%+72613F-HRTimeline
Parallel Advisors, LLC819$132K<0.01%+10213F-HRTimeline
Park Place Capital Corp749$121K0.03%+24213F-HRTimeline
SIGNATUREFD, LLC644$104K<0.01%+29713F-HRTimeline
Allworth Financial LP636$102K<0.01%+4013F-HRTimeline
MATHER GROUP, LLC.624$101K<0.01%+4013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO563$90.9K<0.01%-9213F-HRTimelineGroup
Quarry LP561$90.6K0.02%new13F-HRTimeline
First Horizon Advisors, Inc.550$88.8K<0.01%+8213F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …521$84K<0.01%-2,94713F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…500$81K<0.01%new13F-HRTimelineGroup
Anchor Investment Management, LLC450$72.7K0.01%013F-HRTimeline
Farther Finance Advisors, LLC394$64.7K<0.01%-58813F-HRTimeline
EASTERN BANK400$64.6K<0.01%new13F-HRTimeline
Versant Capital Management, Inc363$58.6K0.01%+32013F-HRTimeline
EMERALD ADVISERS, LLCin group EMERALD ADVISERS, LLC345$55.7K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…334$53.9K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC305$49.3K0.01%013F-HR/ATimeline
Clark Wealth Partners275$44.4K0.03%013F-HRTimeline
Caitong International Asset Management …267$43.1K0.03%+26013F-HRTimeline
WOLFF WIESE MAGANA LLC241$38.9K0.03%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC232$37.5K<0.01%+11813F-HRTimelineGroup
Global Financial Private Client, LLC232$37.5K0.01%+3513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC217$35K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC215$34.7K<0.01%013F-HR/ATimeline
Brooklyn Investment Group205$33.1K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.200$32.3K0.01%013F-HRTimeline
MOTCO179$28.9K<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.174$28.1K<0.01%new13F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding170$27.5K-7,110Timeline
PRIVATE TRUST CO NA169$27.3K<0.01%013F-HRTimeline
Ameliora Wealth Management Ltd.169$27.3K0.01%013F-HRTimeline
Bogart Wealth, LLC152$24.5K<0.01%+8013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC138$22.3K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.132$21.3K0.01%013F-HRTimeline
Painted Porch Advisors LLC131$21.2K0.01%013F-HRTimeline
Parkside Financial Bank & Trust121$19.5K<0.01%-13613F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management117$18.9K<0.01%13F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.116$18.7K0.01%new13F-HRTimeline
Rise Advisors, LLC114$18.4K0.01%-3913F-HRTimeline
MassMutual Private Wealth & Trust, FSB108$17.4K<0.01%+7413F-HRTimeline
Headlands Technologies LLC107$17.3K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC104$16.8K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC108$16.8K<0.01%+4313F-HRTimeline
MAI Capital Management100$16.1K<0.01%013F-HRTimeline
Fortitude Family Office, LLC99$16K0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC96$15.5K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.95$15.4K<0.01%+313F-HRTimeline
Bell Investment Advisors, Inc95$15.3K<0.01%013F-HRTimeline
Larson Financial Group LLC93$15K<0.01%+4413F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…92$15K<0.01%new13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB78$12.6K<0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…78$12.6K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management77$12.4K<0.01%-1213F-HRTimelineGroup
Key Financial Inc67$10.8K<0.01%013F-HRTimeline
Arax Advisory Partners66$10.7K<0.01%+2613F-HRTimeline
CITY HOLDING CO57$9.21K<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC56$9.04K<0.01%013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC55$8.88K<0.01%+1213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC50$8.07K<0.01%013F-HRTimeline
Hemington Wealth Management54$8K<0.01%+1313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.52$7.36K<0.01%-1713F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.44$7.15K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.44$7.11K<0.01%-2913F-HRTimeline
First Pacific Financial41$6.62K<0.01%+1713F-HRTimeline
JFS WEALTH ADVISORS, LLC39$6.3K<0.01%013F-HRTimeline
WASHINGTON TRUST Co38$6.18K<0.01%-1013F-HRTimeline
Financial Network Wealth Advisors LLC38$6.15K0.01%+2313F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC37$5.98K<0.01%013F-HRTimeline
Millstone Evans Group, LLC36$5.81K<0.01%new13F-HRTimeline
TD Capital Management LLC35$5.69K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…35$5.65K<0.01%+1613F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC35$5.65K<0.01%013F-HRTimeline
CoreCap Advisors, LLC34$5.49K<0.01%013F-HRTimeline
Westside Investment Management, Inc.32$5.25K<0.01%013F-HRTimeline
Clearstead Trust, LLC32$5.17K<0.01%new13F-HRTimeline
North Star Investment Management Corp.29$4.71K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.29$4.68K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.29$4.68K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC26$4.17K<0.01%-1613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV25$4.04K<0.01%+713F-HRTimeline
NewSquare Capital LLC25$4.04K<0.01%+2313F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC24$3.88K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC21$3.39K<0.01%013F-HRTimeline
Quent Capital, LLC20$3.23K<0.01%-513F-HRTimeline
Whipplewood Advisors, LLC104$3.07K<0.01%+7213F-HRTimeline
WPG Advisers, LLC18$2.91K<0.01%+1413F-HRTimeline
Activest Wealth Management17$2.75K<0.01%new13F-HRTimeline
Continuum Advisory, LLC15$2.42K<0.01%013F-HRTimeline
Beacon Capital Management, LLC15$2.42K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC14$2.26K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT14$2.26K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.13$2.1K<0.01%+113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC13$2.1K<0.01%new13F-HRTimeline
True Wealth Design, LLC11$1.78K<0.01%new13F-HRTimeline
Horizon Investments, LLC11$1.78K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC10$1.61K<0.01%+113F-HRTimeline
SJS Investment Consulting Inc.10$1.61K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6$969<0.01%new13F-HRTimelineGroup
Perkins Coie Trust Co6$969<0.01%new13F-HRTimeline
CVA Family Office, LLC5$808<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC5$808<0.01%013F-HRTimeline
Hughes Financial Services, LLC3$492<0.01%new13F-HRTimeline
Sachetta, LLC3$485<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2$323<0.01%+113F-HRTimeline
Financial Management Professionals, Inc.2$323<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC2$323<0.01%new13F-HRTimeline
American Capital Advisory, LLC2$323<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.2$323<0.01%013F-HRTimeline
HFM Investment Advisors, LLC2$323<0.01%13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1$162<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$162<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,08913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.