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Disclosery

HLI HOULIHAN LOKEY INC

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Stock (common), issuer CIK 1302215

536 managers (550 13F filers) reported a position in HLI shares at 2025-06-30, 55,148,647 shares in all. 74 filers opened a position and 53 filers sold out during the quarter.

Managers
536
13F filers
550
New
74
Added
191
Reduced
209
Sold out
53
Shares held by filers
55,148,647

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Global Retirement Partners, LLC1,221$220K0.01%13F-HRTimeline
Impact Capital Partners LLC1,221$220K0.07%-8213F-HRTimeline
R Squared Ltd1,220$220K0.12%-62113F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,208$217K0.01%new13F-HRTimelineGroup
Corton Capital Inc.1,191$214K0.25%-16113F-HRTimeline
Manchester Capital Management LLC1,190$214K0.03%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,176$212K<0.01%new13F-HRTimeline
Moloney Securities Asset Management, LLC1,170$211K0.03%-23513F-HRTimeline
Independent Advisor Alliance1,141$205K0.01%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,141$205K<0.01%new13F-HRTimelineGroup
Harvest Investment Services, LLC1,139$205K0.05%new13F-HRTimeline
Covestor Ltd1,136$204K0.12%+14613F-HRTimeline
Motley Fool Asset Management LLCin group Motley Fool Asset Management …1,130$203K0.01%new13F-HRTimelineGroup
Vise Technologies, Inc.1,113$200K0.01%13F-HRTimeline
Smartleaf Asset Management LLC1,072$196K0.02%-2513F-HRTimeline
STEPH & CO1,079$194K0.06%-15813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,060$191K<0.01%-24413F-HRTimelineGroup
AdvisorNet Financial, Inc900$162K0.01%+1913F-HRTimeline
Fourth Dimension Wealth, LLC898$162K0.07%new13F-HRTimeline
Allworth Financial LP887$160K<0.01%+25113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO804$145K<0.01%+24113F-HRTimelineGroup
Parallel Advisors, LLC793$143K<0.01%-2613F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…762$137K<0.01%new13F-HRTimelineGroup
Park Place Capital Corp734$133K0.03%-1513F-HRTimeline
Brooklyn Investment Group710$128K0.02%+50513F-HR/ATimeline
SIGNATUREFD, LLC574$103K<0.01%-7013F-HRTimeline
First Horizon Advisors, Inc.530$95.4K<0.01%-2013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…500$90K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.484$87K0.01%-3,28013F-HRTimeline
Anchor Investment Management, LLC450$81K0.01%013F-HRTimeline
Versant Capital Management, Inc406$73.1K0.01%+4313F-HRTimeline
Farther Finance Advisors, LLC401$72.2K<0.01%+713F-HRTimeline
EASTERN BANK400$72K<0.01%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …393$71K<0.01%new13F-HRTimelineGroup
MAI Capital Management368$66.2K<0.01%+26813F-HRTimeline
EMERALD ADVISERS, LLCin group EMERALD ADVISERS, LLC345$62.1K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…334$60.1K0.01%013F-HRTimeline
Clark Wealth Partners275$49.5K0.03%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC240$43.2K<0.01%+2313F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC232$41.7K<0.01%013F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC216$38.9K<0.01%+113F-HRTimeline
Strategic Wealth Investment Group, LLC216$38.9K0.06%new13F-HRTimeline
PRIVATE TRUST CO NA213$38.2K<0.01%+4413F-HRTimeline
Physician Wealth Advisors, Inc.200$36K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/191$34.4K<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.176$31.7K<0.01%+213F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD170$30.6K<0.01%013F-HRTimelineGroup
Ameliora Wealth Management Ltd.169$30.4K0.01%013F-HRTimeline
Quarry LP167$30.1K0.01%-39413F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC138$24.8K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB135$24.3K<0.01%+2713F-HRTimeline
AMERIFLEX GROUP, INC.132$24.1K0.01%013F-HRTimeline
Painted Porch Advisors LLC131$23.6K0.01%013F-HRTimeline
Parkside Financial Bank & Trust130$23.4K<0.01%+913F-HRTimeline
Golden State Wealth Management, LLC127$22.9K<0.01%-17813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…118$21.2K0.01%new13F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management117$21.1K<0.01%013F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.116$20.9K0.01%013F-HRTimeline
Rise Advisors, LLC114$20.6K0.01%013F-HRTimeline
Fortitude Family Office, LLC109$19.6K0.01%+1013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …105$19K<0.01%-41613F-HRTimelineGroup
HHM Wealth Advisors, LLC104$18.7K<0.01%013F-HRTimeline
DANSKE BANK A/S100$18K<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC96$17.3K0.01%013F-HRTimeline
Bell Investment Advisors, Inc95$17.1K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.91$16.4K<0.01%-413F-HRTimeline
Westside Investment Management, Inc.90$16.3K<0.01%+5813F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…78$14K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management78$14K<0.01%+113F-HRTimelineGroup
Cornerstone Planning Group LLC72$13.9K<0.01%-3613F-HRTimeline
Arax Advisory Partners61$13.9K<0.01%-513F-HRTimeline
WOLFF WIESE MAGANA LLC75$13.5K0.01%-16613F-HRTimeline
Bogart Wealth, LLC72$13K<0.01%-8013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC69$12.4K<0.01%new13F-HRTimeline
Key Financial Inc67$12.1K<0.01%013F-HRTimeline
Hemington Wealth Management64$11K<0.01%+1013F-HRTimeline
Dogwood Wealth Management LLC59$10.9K0.01%new13F-HRTimeline
Larson Financial Group LLC59$10.6K<0.01%-3413F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC56$10.1K<0.01%013F-HRTimelineGroup
Vermillion & White Wealth Management Gr…53$9.54K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC50$9K<0.01%013F-HRTimeline
First Pacific Financial47$8.46K<0.01%+613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.44$8K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.44$7.92K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…42$7.56K<0.01%+713F-HRTimelineGroup
Westend Capital Management, LLC41$7.38K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC40$7.2K<0.01%+113F-HRTimeline
Financial Network Wealth Advisors LLC38$6.87K0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP42$6.78K<0.01%13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC35$6.77K<0.01%new13F-HRTimeline
TD Capital Management LLC35$6.36K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC35$6.3K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC34$6.12K<0.01%-2113F-HRTimeline
North Star Investment Management Corp.29$5.27K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.29$5.04K<0.01%013F-HRTimeline
PFS Partners, LLC26$4.68K<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC26$4.67K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC24$4.32K<0.01%013F-HRTimeline
NewSquare Capital LLC23$4.14K<0.01%-213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.21$3.78K<0.01%-3113F-HRTimelineGroup
Private Wealth Management Group, LLC21$3.78K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.19$3.42K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC19$3.42K<0.01%-8513F-HRTimeline
WEBSTER BANK, N. A.17$3.06K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC15$2.7K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT14$2.52K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.13$2.34K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC13$2.34K<0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…12$2K<0.01%-8013F-HRTimelineGroup
True Wealth Design, LLC11$1.98K<0.01%013F-HRTimeline
High Note Wealth, LLC11$1.98K<0.01%new13F-HRTimeline
Essential Partners LLC10$1.8K<0.01%13F-HRTimeline
Cromwell Holdings LLC8$1.44K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC6$1.15K<0.01%+313F-HRTimeline
SJS Investment Consulting Inc.6$1.08K<0.01%-413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5$900<0.01%-2013F-HRTimeline
CVA Family Office, LLC5$900<0.01%013F-HRTimeline
WealthTrak Capital Management LLC5$900<0.01%013F-HRTimeline
HFM Investment Advisors, LLC5$900<0.01%+313F-HRTimeline
Morse Asset Management, Inc4$720<0.01%new13F-HRTimeline
Bare Financial Services, Inc4$720<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.3$542<0.01%new13F-HRTimeline
Sachetta, LLC3$540<0.01%013F-HRTimeline
Rialto Wealth Management, LLC3$540<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC3$539<0.01%+113F-HRTimeline
Financial Management Professionals, Inc.2$360<0.01%013F-HRTimeline
Tortoise Investment Management, LLC2$360<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.2$360<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC1$188<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1$180<0.01%-113F-HRTimeline
Quaker Wealth Management, LLC1$180<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$180<0.01%013F-HRTimeline
Activest Wealth Management1$180<0.01%-1613F-HRTimeline
Stephens Consulting, LLC1$180<0.01%new13F-HRTimeline
Avion Wealth2$00%new13F-HR/ATimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.