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Disclosery

HLI HOULIHAN LOKEY INC

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Stock (common), issuer CIK 1302215

531 managers (548 13F filers) reported a position in HLI shares at 2026-03-31, 54,866,389 shares in all. 64 filers opened a position and 97 filers sold out during the quarter.

Managers
531
13F filers
548
New
64
Added
192
Reduced
214
Sold out
97
Shares held by filers
54,866,389

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Parallel Advisors, LLC878$126K<0.01%-11713F-HR/ATimeline
AdvisorNet Financial, Inc849$122K0.01%-2613F-HRTimeline
SIGNATUREFD, LLC747$107K<0.01%+14213F-HRTimeline
Covestor Ltd717$103K0.07%-58813F-HRTimeline
MATHER GROUP, LLC.584$83.9K<0.01%new13F-HRTimeline
Park Place Capital Corp553$79.4K0.02%-313F-HRTimeline
AlphaCentric Advisors LLC499$71.7K0.07%-36413F-HRTimeline
Quarry LP499$71.7K0.01%-1913F-HRTimeline
Anchor Investment Management, LLC450$64.6K0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC446$64.1K0.04%-1,88413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…433$62.2K0.01%-30,29813F-HRTimelineGroup
Wellington Grp LLC394$56.6K0.02%-13613F-HRTimeline
Eurizon Capital SGR S.p.A.398$56.4K<0.01%+20813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC354$51K<0.01%-83513F-HRTimelineGroup
Bayforest Capital Ltd354$50.8K0.06%-43813F-HRTimeline
EMERALD ADVISERS, LLCin group EMERALD ADVISERS, LLC345$49.5K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…334$48K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB298$42.8K<0.01%+16313F-HRTimeline
Farther Finance Advisors, LLC297$41.9K<0.01%-6313F-HRTimeline
Versant Capital Management, Inc267$38.3K<0.01%-11113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…236$33.9K0.01%+12013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC217$32.6K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust222$31.9K<0.01%-4613F-HRTimeline
CBIZ Investment Advisory Services, LLC215$30.9K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.203$29.2K<0.01%-413F-HRTimeline
TRUST CO OF TOLEDO NA /OH/191$27.4K<0.01%013F-HRTimeline
Clark Wealth Partners181$26K0.02%013F-HRTimeline
Ameliora Wealth Management Ltd.169$24.3K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.165$23.7K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA163$23.4K<0.01%-613F-HRTimeline
Millstone Evans Group, LLC155$22.3K0.01%+10913F-HRTimeline
Golden State Wealth Management, LLC154$22.1K<0.01%+113F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…153$22.1K<0.01%new13F-HRTimelineGroup
Destiny Wealth Partners, LLC140$20.1K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC138$19.8K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.133$19.1K0.01%-4813F-HRTimeline
Fortitude Family Office, LLC115$16.5K<0.01%+513F-HRTimeline
Westside Investment Management, Inc.116$16.4K<0.01%-3213F-HRTimeline
HHM Wealth Advisors, LLC104$14.9K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP100$14.4K<0.01%013F-HRTimeline
Root Financial Partners, LLC95$13.6K<0.01%-5713F-HRTimeline
Financial Network Wealth Advisors LLC92$13.3K0.01%013F-HRTimeline
Bell Investment Advisors, Inc92$13.2K<0.01%+413F-HRTimeline
CX Institutional88$13K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.86$12.4K<0.01%+1413F-HRTimeline
Paladin Partners, LLC77$11.1K0.01%013F-HRTimeline
Bogart Wealth, LLC75$10.8K<0.01%+1113F-HRTimeline
WOLFF WIESE MAGANA LLC75$10.8K0.01%013F-HRTimeline
Cornerstone Planning Group LLC72$10.8K<0.01%-13013F-HRTimeline
CVA Family Office, LLC74$10.6K<0.01%+6913F-HRTimeline
Larson Financial Group LLC72$10.3K<0.01%+1313F-HRTimeline
Key Financial Inc67$9.62K<0.01%013F-HRTimeline
Westfuller Advisors, LLC67$9.62K<0.01%013F-HRTimeline
Quent Capital, LLC64$9.19K<0.01%-2813F-HRTimeline
Arax Advisory Partners62$8.9K<0.01%-20113F-HRTimeline
Clearstead Advisors, LLC61$8.76K<0.01%-1,28213F-HRTimeline
JFS WEALTH ADVISORS, LLC56$8.04K<0.01%+113F-HRTimeline
TD Capital Management LLC56$8.02K<0.01%+2013F-HRTimeline
North Star Investment Management Corp.53$7.55K<0.01%+2413F-HRTimeline
Basepoint Wealth LLC52$7.42K<0.01%+113F-HRTimeline
Nvest Wealth Strategies, Inc.50$7.18K0.01%013F-HRTimeline
ENTRUST FINANCIAL LLC46$6.61K<0.01%013F-HRTimeline
Asset Dedication, LLC44$6.32K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…44$6.32K<0.01%013F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…42$6.03K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.42$6.03K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…40$5.75K<0.01%+3013F-HRTimeline
Westend Capital Management, LLC39$5.6K<0.01%-213F-HRTimeline
AMERICAN NATIONAL BANK & TRUST36$5.17K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC35$5.03K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC33$4.74K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…33$4.65K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC32$4.6K<0.01%new13F-HRTimeline
Sachetta, LLC30$4.31K<0.01%+2713F-HRTimeline
Sunbelt Securities, Inc.29$4.17K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.28$4.05K<0.01%-313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC27$3.88K<0.01%new13F-HRTimeline
Bravera Wealth27$3.88K<0.01%-413F-HRTimeline
PFS Partners, LLC26$3.77K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.26$3.73K<0.01%013F-HRTimeline
Sound Income Strategies, LLC26$3.67K<0.01%013F-HRTimeline
CENTRAL TRUST Co23$3.3K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC22$3.16K<0.01%-1713F-HRTimeline
Fourth Dimension Wealth, LLC22$3.16K<0.01%-1,15313F-HRTimeline
Private Wealth Management Group, LLC21$3.02K<0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC21$3.02K<0.01%13F-HRTimeline
Scarborough Advisors, LLC20$2.87K<0.01%new13F-HRTimeline
Bare Financial Services, Inc20$2.87K<0.01%+1213F-HRTimeline
TD Waterhouse Canada Inc.20$2.82K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.19$2.74K<0.01%+1913F-HRTimeline
Whipplewood Advisors, LLC19$2.73K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC19$2.73K<0.01%-5013F-HRTimeline
First Pacific Financial17$2.47K<0.01%013F-HRTimeline
United Financial Planning Group LLC17$2.44K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC16$2.3K<0.01%-8913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT14$2.01K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC14$2.01K<0.01%+913F-HRTimeline
Retirement Wealth Solutions LLC13$1.9K<0.01%-1313F-HRTimeline
DiNuzzo Private Wealth, Inc.12$1.72K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.12$1.72K<0.01%013F-HRTimeline
Manchester Capital Management LLC11$1.58K<0.01%+113F-HRTimeline
Investors Research Corp11$1.58K<0.01%new13F-HRTimeline
BAYBAN11$1.58K<0.01%new13F-HRTimeline
Essential Partners LLC10$1.44K<0.01%-1313F-HRTimeline
CoreCap Advisors, LLC9$1.29K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC9$1.29K<0.01%+413F-HR/ATimeline
SHP Wealth Management9$1.29K<0.01%+213F-HRTimeline
Richardson Capital Management LLC8$1.15K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.8$1.15K<0.01%-413F-HRTimeline
Cromwell Holdings LLC8$1.15K<0.01%013F-HRTimeline
MidFirst Bank8$1.15K<0.01%new13F-HRTimeline
Marquette Asset Management, LLC7$1.01K<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC7$1K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC7$1K<0.01%new13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …4$1K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC6$846<0.01%+413F-HRTimeline
American Capital Advisory, LLC5$719<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5$718<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4$575<0.01%new13F-HRTimelineGroup
Breakwater Investment Management4$575<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC3$431<0.01%-1013F-HRTimeline
Financial Management Professionals, Inc.2$287<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.2$287<0.01%new13F-HRTimeline
Intentional Wealth Strategies, LLC2$287<0.01%13F-HRTimeline
Dunhill Financial, LLC1$193<0.01%013F-HRTimeline
Quaker Wealth Management, LLC1$144<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$144<0.01%013F-HRTimeline
CURIO WEALTH, LLC1$144<0.01%new13F-HRTimeline
Hughes Financial Services, LLC1$144<0.01%-213F-HRTimeline
Avion Wealth6$00%+413F-HRTimelineValue filed as zero, left out of ratios.
Activest Wealth Management0$00%-313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.