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Disclosery

HLI HOULIHAN LOKEY INC

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Stock (common), issuer CIK 1302215

539 managers (553 13F filers) reported a position in HLI shares at 2025-09-30, 54,180,291 shares in all. 72 filers opened a position and 63 filers sold out during the quarter.

Managers
539
13F filers
553
New
72
Added
188
Reduced
205
Sold out
63
Shares held by filers
54,180,291

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Moody Aldrich Partners LLC1,144$235K0.04%new13F-HRTimeline
CHOREO, LLC1,142$234K<0.01%new13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …1,285$229K0.01%-29713F-HRTimelineGroup
STEPH & CO1,113$229K0.07%+3413F-HRTimeline
Coastal Bridge Advisors, LLC1,110$228K0.02%new13F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC1,100$226K0.11%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,096$225K<0.01%+3613F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC1,081$222K<0.01%new13F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC1,068$219K0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.1,066$219K0.01%new13F-HRTimeline
Advyzon Investment Management, LLC1,059$217K0.04%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth1,113$213K<0.01%new13F-HRTimelineGroup
Harvest Investment Services, LLC1,032$212K0.04%-10713F-HRTimeline
TOWNSQUARE CAPITAL LLC1,032$212K0.03%-3,14013F-HRTimeline
FLC Capital Advisors1,031$212K0.04%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,011$208K<0.01%new13F-HRTimeline
Premier Fund Managers Ltd1,003$207K0.01%new13F-HRTimeline
Allworth Financial LP1,005$206K<0.01%+11813F-HRTimeline
Parallel Advisors, LLC985$202K<0.01%+19213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC982$202K0.01%-82013F-HRTimeline
Synergy Financial Group, LTD975$200K0.13%new13F-HRTimeline
Bayforest Capital Ltd895$184K0.09%-4,29313F-HRTimeline
AdvisorNet Financial, Inc858$176K0.01%-4213F-HRTimeline
MAI Capital Management713$146K<0.01%+34513F-HRTimeline
SIGNATUREFD, LLC659$135K<0.01%+8513F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…650$133K0.07%new13F-HR/ATimelineGroup
MATHER GROUP, LLC.624$128K<0.01%new13F-HRTimeline
Park Place Capital Corp547$112K0.02%-18713F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…500$103K<0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC481$98.7K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC467$95.9K<0.01%+6613F-HRTimeline
Anchor Investment Management, LLC450$92.4K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.400$82.1K<0.01%+35613F-HRTimelineGroup
EASTERN BANK400$82.1K<0.01%013F-HRTimeline
Clearstead Advisors, LLC398$81.7K<0.01%-2,63213F-HRTimeline
AlphaQuest LLC394$80.9K0.01%-1,46313F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …386$79K<0.01%-713F-HRTimelineGroup
Versant Capital Management, Inc376$77.2K0.01%-3013F-HRTimeline
AMERIFLEX GROUP, INC.362$74.3K0.03%+23013F-HRTimeline
EMERALD ADVISERS, LLCin group EMERALD ADVISERS, LLC345$70.8K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC325$66.7K<0.01%+32413F-HRTimeline
Parkside Financial Bank & Trust308$63.2K<0.01%+17813F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC232$47.6K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC217$44.6K<0.01%-2313F-HRTimeline
CBIZ Investment Advisory Services, LLC215$44.1K<0.01%-113F-HRTimeline
Physician Wealth Advisors, Inc.212$43.5K0.01%+1213F-HRTimeline
Cornerstone Planning Group LLC201$40.1K0.01%+12913F-HRTimeline
TRUST CO OF TOLEDO NA /OH/191$39.2K<0.01%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD170$34.9K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA169$34.7K<0.01%-4413F-HRTimeline
Ameliora Wealth Management Ltd.169$34.7K0.01%013F-HRTimeline
Clark Wealth Partners181$31.5K0.02%-9413F-HRTimeline
Root Financial Partners, LLC151$31K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.148$29.7K<0.01%+5813F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC138$28.3K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB136$27.9K<0.01%+113F-HRTimeline
Painted Porch Advisors LLC131$26.9K0.01%013F-HRTimeline
Golden State Wealth Management, LLC127$26.1K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management117$24K<0.01%013F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.116$23.8K0.02%013F-HRTimeline
Rise Advisors, LLC115$23.5K0.01%+113F-HRTimeline
Financial Network Wealth Advisors LLC113$23.2K0.03%+7513F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.112$23K<0.01%-6413F-HRTimelineGroup
Fortitude Family Office, LLC109$22.4K0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …105$22K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC104$21.4K<0.01%013F-HRTimeline
Quent Capital, LLC102$20.9K<0.01%new13F-HRTimeline
DANSKE BANK A/S100$20.5K<0.01%013F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.100$20.5K<0.01%+7913F-HRTimelineGroup
Clayton Financial Group LLC98$20.1K0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.91$18.7K<0.01%013F-HRTimeline
Essential Partners LLC90$18.5K0.01%+8013F-HRTimeline
Bell Investment Advisors, Inc88$18.1K<0.01%-713F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…78$16K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management78$16K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC75$15.4K0.01%013F-HRTimeline
Dogwood Wealth Management LLC73$15K0.01%+1413F-HRTimeline
Bogart Wealth, LLC72$14.8K<0.01%013F-HRTimeline
Hemington Wealth Management71$14K<0.01%+713F-HRTimeline
Westfuller Advisors, LLC66$13.6K0.01%new13F-HRTimeline
Key Financial Inc67$13.4K<0.01%013F-HRTimeline
Larson Financial Group LLC59$12.1K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC56$11.5K<0.01%013F-HRTimelineGroup
Accent Capital Management, LLC50$10.3K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC49$10K<0.01%new13F-HRTimeline
First Pacific Financial47$9.66K<0.01%013F-HRTimeline
Millstone Evans Group, LLC46$9.45K0.01%new13F-HRTimeline
Morse Asset Management, Inc45$9.24K<0.01%+4113F-HRTimeline
Main Street Group, LTD45$9.24K<0.01%new13F-HRTimeline
Asset Dedication, LLC44$9.04K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…44$9.03K<0.01%+213F-HRTimelineGroup
SBI Securities Co., Ltd.42$8.62K<0.01%-213F-HRTimeline
Westend Capital Management, LLC41$8.42K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC40$8.21K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC40$8.06K<0.01%new13F-HRTimeline
TD Capital Management LLC35$7.28K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC35$7.19K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC34$6.98K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…30$6.16K<0.01%-8813F-HRTimeline
North Star Investment Management Corp.29$6.03K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.29$5.95K<0.01%013F-HRTimeline
PFS Partners, LLC26$5.35K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC26$5.34K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.26$5.34K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC24$4.93K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC21$4.31K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.19$3.9K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC18$3.7K<0.01%new13F-HRTimeline
Marquette Asset Management, LLC15$3.08K<0.01%new13F-HRTimeline
True Wealth Design, LLC14$2.88K<0.01%+313F-HRTimeline
JPL Wealth Management, LLC14$2.88K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT14$2.87K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC13$2.67K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.13$2.59K<0.01%013F-HRTimeline
Manchester Capital Management LLC10$2.05K<0.01%-1,18013F-HRTimeline
Cloud Capital Management, LLC12$2K<0.01%new13F-HRTimeline
Cromwell Holdings LLC8$1.64K<0.01%013F-HRTimeline
West Branch Capital LLC7$1.44K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.6$1.23K<0.01%013F-HRTimeline
Hughes Financial Services, LLC6$1.09K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5$1.03K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC5$1.03K<0.01%+313F-HRTimeline
CVA Family Office, LLC5$1.03K<0.01%013F-HRTimeline
Binnacle Investments Inc5$1.03K<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC5$1.03K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC4$822<0.01%+113F-HRTimeline
Bay Harbor Wealth Management, LLC4$821<0.01%+113F-HRTimeline
Bare Financial Services, Inc4$821<0.01%013F-HRTimeline
Heartwood Wealth Advisors LLC3$616<0.01%new13F-HRTimeline
Sachetta, LLC3$616<0.01%013F-HRTimeline
Breakwater Investment Management3$616<0.01%new13F-HRTimeline
Turning Point Benefit Group, Inc.3$602<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.2$411<0.01%013F-HRTimeline
Quaker Wealth Management, LLC1$206<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$206<0.01%013F-HRTimeline
Activest Wealth Management1$205<0.01%013F-HRTimeline
New Millennium Group LLC1$205<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.0$14<0.01%-313F-HRTimelineAmount filed as zero, left out of ratios.
Avion Wealth4$00%+213F-HRTimelineValue filed as zero, left out of ratios.