Skip to content
Disclosery

HLI HOULIHAN LOKEY INC

Follow

Stock (common), issuer CIK 1302215

562 managers (579 13F filers) reported a position in HLI shares at 2025-12-31, 54,466,503 shares in all. 79 filers opened a position and 73 filers sold out during the quarter.

Managers
562
13F filers
579
New
79
Added
174
Reduced
225
Sold out
73
Shares held by filers
54,466,503

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
NISA INVESTMENT ADVISORS, LLC1,447$252K<0.01%+413F-HRTimeline
FourThought Financial Partners, LLC1,418$247K0.02%-3513F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…1,413$246K0.05%13F-HRTimeline
111 Capital1,402$244K0.05%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,207$244K<0.01%+12613F-HRTimelineGroup
OKABENA INVESTMENT SERVICES INC1,382$241K0.05%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,352$236K<0.01%-2013F-HRTimelineGroup
Merit Financial Group, LLC1,347$235K<0.01%-76613F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …1,297$234K0.01%+1213F-HRTimelineGroup
Clearstead Advisors, LLC1,343$234K<0.01%+94513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.1,317$229K<0.01%-6113F-HRTimelineGroup
Covestor Ltd1,305$227K0.12%-5213F-HRTimeline
Blueshift Asset Management, LLC1,294$225K0.07%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,292$225K<0.01%new13F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC1,288$224K0.01%-60513F-HRTimeline
PFW Advisors LLC1,283$223K0.07%-11913F-HRTimeline
denkapparat Operations GmbH1,270$221K0.12%013F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co1,263$220K0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,260$219K<0.01%+3713F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,250$218K0.01%+1713F-HRTimelineGroup
MARTINGALE ASSET MANAGEMENT L P1,223$213K0.01%-31013F-HRTimeline
Independent Advisor Alliance1,220$213K0.01%+4313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,200$209K<0.01%-8113F-HRTimeline
OneDigital Investment Advisors LLC1,200$209K<0.01%-1413F-HRTimeline
Bannerstone Capital Management, LLC1,197$208K0.2%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,189$208K<0.01%-48113F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC1,191$207K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC1,175$205K0.07%-2313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,169$204K<0.01%new13F-HRTimelineGroup
PROFUND ADVISORS LLC1,165$203K0.01%-10513F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,156$201K<0.01%+6013F-HRTimelineGroup
Horizon Investments, LLC1,133$197K<0.01%-27,45313F-HRTimeline
Smartleaf Asset Management LLC1,119$197K0.01%-5613F-HRTimeline
Parallel Advisors, LLC995$173K<0.01%+1013F-HRTimeline
Caitong International Asset Management …983$171K0.04%new13F-HR/ATimeline
Sankala Group LLC1,034$169K0.14%13F-HRTimeline
Aster Capital Management (DIFC) Ltd960$167K0.07%-1,48913F-HRTimeline
AdvisorNet Financial, Inc875$152K0.01%+1713F-HRTimeline
AlphaCentric Advisors LLC863$150K0.15%13F-HRTimeline
Allworth Financial LP855$149K<0.01%-15013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO816$142K<0.01%-49213F-HRTimelineGroup
Bayforest Capital Ltd792$138K0.1%-10313F-HRTimeline
MAI Capital Management765$133K<0.01%+5213F-HRTimeline
STEPH & CO626$109K0.03%-48713F-HRTimeline
SIGNATUREFD, LLC605$105K<0.01%-5413F-HRTimeline
Park Place Capital Corp556$96.8K0.02%+913F-HRTimeline
Wellington Grp LLC530$92.3K0.03%13F-HR/ATimeline
Quarry LP518$90.2K0.01%new13F-HRTimeline
Anchor Investment Management, LLC450$78.4K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.400$69.7K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc378$65.8K0.01%+213F-HRTimeline
Farther Finance Advisors, LLC360$62.7K<0.01%-10713F-HRTimeline
EMERALD ADVISERS, LLCin group EMERALD ADVISERS, LLC345$60.1K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…334$58.2K0.02%new13F-HRTimeline
Parkside Financial Bank & Trust268$46.7K<0.01%-4013F-HRTimeline
Arax Advisory Partners263$45.8K<0.01%-1,72913F-HRTimeline
Atlantic Edge Private Wealth Management…235$40.9K0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC232$40.4K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC217$37.8K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC215$37.5K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC202$36.5K0.01%+113F-HRTimeline
AlphaQuest LLC208$36.2K<0.01%-18613F-HRTimeline
Physician Wealth Advisors, Inc.207$36.1K0.01%-513F-HRTimeline
Eurizon Capital SGR S.p.A.190$33.4K<0.01%13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/191$33.3K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.181$31.5K0.02%-18113F-HRTimeline
Clark Wealth Partners181$31.5K0.02%013F-HRTimeline
PRIVATE TRUST CO NA169$29.4K<0.01%013F-HRTimeline
Ameliora Wealth Management Ltd.169$29.4K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.165$28.7K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC153$26.7K<0.01%+2613F-HRTimeline
Root Financial Partners, LLC152$26.5K<0.01%+113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC151$26.3K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.148$26.1K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC138$24K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB135$23.5K<0.01%-113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…116$20.2K<0.01%+8613F-HRTimeline
Fortitude Family Office, LLC110$19.2K<0.01%+113F-HRTimeline
ROTHSCHILD INVESTMENT LLC105$18.3K<0.01%-22013F-HRTimeline
HHM Wealth Advisors, LLC104$18.1K<0.01%013F-HRTimeline
DANSKE BANK A/S100$17.4K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP100$17.4K<0.01%new13F-HRTimeline
DV Trading LLC98$17.1K<0.01%13F-HRTimeline
Financial Network Wealth Advisors LLC92$16.1K0.02%-2113F-HRTimeline
Quent Capital, LLC92$16K<0.01%-1013F-HRTimeline
Bell Investment Advisors, Inc88$15.3K<0.01%013F-HRTimeline
Cresta Advisors, Ltd.83$14.5K0.01%new13F-HRTimeline
Paladin Partners, LLC77$13.4K0.01%13F-HRTimeline
WOLFF WIESE MAGANA LLC75$13.1K0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.72$12.5K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC69$12K0.01%-413F-HRTimeline
Key Financial Inc67$11.7K<0.01%013F-HRTimeline
Westfuller Advisors, LLC67$11.6K<0.01%+113F-HRTimeline
Bogart Wealth, LLC64$11.1K<0.01%-813F-HRTimeline
SageView Advisory Group, LLC62$10.8K<0.01%new13F-HRTimeline
Larson Financial Group LLC59$10.3K<0.01%013F-HRTimeline
Creative Capital Management Investments…57$9.93K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC55$9.58K<0.01%+1513F-HRTimeline
Basepoint Wealth LLC51$8.96K0.01%new13F-HRTimeline
Nvest Wealth Strategies, Inc.50$8.71K0.01%13F-HRTimeline
Millstone Evans Group, LLC46$8.01K<0.01%013F-HRTimeline
ENTRUST FINANCIAL LLC46$8.01K0.01%13F-HRTimeline
Asset Dedication, LLC44$7.67K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…44$7.66K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.42$7.32K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC40$7.3K<0.01%013F-HRTimeline
Westend Capital Management, LLC41$7.14K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC39$6.79K<0.01%+513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST36$6.27K<0.01%new13F-HRTimeline
TD Capital Management LLC36$6.2K<0.01%+113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC35$6.1K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…33$5.75K<0.01%new13F-HRTimeline
Bravera Wealth31$5.4K<0.01%13F-HRTimeline
Washington Trust Advisors, Inc.31$5.36K<0.01%-6013F-HRTimeline
North Star Investment Management Corp.29$5.13K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.29$5.05K<0.01%013F-HRTimeline
Sound Income Strategies, LLC26$4.94K<0.01%new13F-HRTimeline
PFS Partners, LLC26$4.56K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC26$4.55K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.26$4.53K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC24$4.18K<0.01%013F-HRTimeline
Essential Partners LLC23$4.01K<0.01%-6713F-HRTimeline
Motiv8 Investments LLC21$4K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC21$3.66K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.19$3.31K<0.01%013F-HRTimeline
First Pacific Financial17$2.98K<0.01%-3013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.17$2.96K<0.01%-9513F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC16$2.79K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT14$2.44K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC13$2.27K<0.01%+813F-HRTimeline
SJS Investment Consulting Inc.12$2.09K<0.01%+613F-HRTimeline
DiNuzzo Private Wealth, Inc.12$2.09K<0.01%-113F-HRTimeline
First Command Advisory Services, Inc.12$2.09K<0.01%new13F-HRTimeline
Wealth Watch Advisors, INC11$1.92K<0.01%new13F-HRTimeline
Manchester Capital Management LLC10$1.74K<0.01%013F-HRTimeline
True Wealth Design, LLC10$1.74K<0.01%-413F-HRTimeline
Keating Financial Advisory Services, In…10$1.74K<0.01%13F-HRTimeline
CoreCap Advisors, LLC9$1.57K<0.01%new13F-HRTimeline
Greenline Wealth Management LLC8$1.46K<0.01%13F-HRTimeline
Cromwell Holdings LLC8$1.39K<0.01%013F-HRTimeline
Bare Financial Services, Inc8$1.39K<0.01%+413F-HRTimeline
West Branch Capital LLC7$1.22K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC7$1.22K<0.01%+313F-HRTimeline
SHP Wealth Management7$1.22K<0.01%13F-HRTimeline
OPTIMA CAPITAL LLC7$1.22K<0.01%new13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …4$1K<0.01%-10113F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV5$871<0.01%013F-HRTimeline
CVA Family Office, LLC5$871<0.01%013F-HRTimeline
Rialto Wealth Management, LLC5$871<0.01%+113F-HRTimeline
Cornerstone Financial Management LLC5$871<0.01%13F-HR/ATimeline
Activest Wealth Management3$523<0.01%+213F-HRTimeline
Sachetta, LLC3$523<0.01%013F-HRTimeline
Hughes Financial Services, LLC3$523<0.01%-313F-HRTimeline
Turning Point Benefit Group, Inc.3$522<0.01%013F-HRTimeline
Financial Management Professionals, Inc.2$348<0.01%013F-HRTimeline
Rossby Financial, LCC2$348<0.01%new13F-HRTimeline
Abound Wealth Management2$288<0.01%new13F-HRTimeline
Dunhill Financial, LLC1$235<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC1$175<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$175<0.01%013F-HRTimeline
Raleigh Capital Management Inc.0$12<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Avion Wealth2$00%-213F-HRTimelineValue filed as zero, left out of ratios.