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Disclosery

HLI HOULIHAN LOKEY INC

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Stock (common), issuer CIK 1302215

494 managers (506 13F filers) reported a position in HLI shares at 2024-12-31, 53,483,094 shares in all. 74 filers opened a position and 41 filers sold out during the quarter.

Managers
494
13F filers
506
New
74
Added
175
Reduced
165
Sold out
41
Shares held by filers
53,483,094

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BlackRock, Inc.in group BlackRock, Inc.5,366,533$932M0.02%+264,61713F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding5,272,836$916M+98,655Timeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…3,281,294$570M1.31%+208,85113F-HR/ATimeline
EARNEST PARTNERS LLC2,967,559$515M2.3%-263,68013F-HRTimeline
FMR LLCin group FMR LLC1,875,220$326M0.02%+161,64713F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,696,796$295M0.01%+81,32913F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,499,679$260M0.05%-350,96113F-HRTimelineGroup
T. Rowe Price Investment Management, In…1,297,915$225M0.14%-121,99313F-HRTimeline
Burgundy Asset Management Ltd.1,251,831$217M2.2%+20,35413F-HRTimeline
FIDUCIARY MANAGEMENT INC /WI/1,209,230$210M1.96%-4,48613F-HRTimeline
BAMCO INC /NY/in group Baron Capital1,144,179$199M0.51%-50013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,079,474$187M0.02%-127,60213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,041,201$181M0.03%+573,74513F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC966,476$168M0.01%-4,08313F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC940,930$163M0.13%+14,39713F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding905,571$157M-208,512Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC826,666$144M0.05%13F-HR/ATimelineGroup
Capital International Investorsin group Capital International Investo…793,292$138M0.03%+30113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC772,789$134M0.03%+73,56613F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO736,718$128M0.16%-19,02713F-HRTimelineGroup
NORGES BANK656,723$114M0.01%+1,49713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…648,736$113M0.22%-62,86813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP620,324$108M0.02%+19,40613F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co602,956$105M0.02%+1,93113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY562,423$97.7M0.01%+36,66513F-HR/ATimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP549,066$95.4M0.02%-31,16813F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.533,340$92.6M0.03%-34,23613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding530,945$92.2M-14,066Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp486,964$84.6M0.02%+4,89613F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP464,099$80.6M0.07%+68,75313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN443,035$76.9M0.02%-1,69913F-HRTimelineGroup
GW&K Investment Management, LLC426,127$74M0.63%-16,87313F-HRTimeline
UBS Group AGgroup of 2 filers holding418,133$72.6M+66,973Timeline
Van Berkom & Associates Inc.405,622$70.4M2.09%-206,04113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC393,190$68.3M0.01%+46513F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers391,054$67.9M0.13%-8,33413F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC347,469$60.3M0.08%+305,68513F-HRTimelineGroup
JENNISON ASSOCIATES LLC307,304$53.4M0.03%+237,61513F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…294,145$51.1M2.54%-3,81213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC283,771$49.3M1.1%-3,74813F-HRTimelineGroup
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …277,008$48.3M0.05%-144,21213F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp277,467$48.2M0.15%-6,23513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC248,297$43.1M0.04%-15,21013F-HRTimelineGroup
HighTower Advisors, LLC244,557$42.5M0.06%-13,35313F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC242,451$42.1M1.19%+1,63813F-HRTimeline
BARLOW WEALTH PARTNERS, LLC201,650$35.4M4.47%+21,30513F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…193,246$33.6M0.13%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC192,196$33.4M0.04%-13,28113F-HRTimelineGroup
Grantham, Mayo, Van Otterloo & Co. LLC178,136$30.9M0.1%-115,84513F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC177,234$30.8M0.56%+8,32413F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND174,352$30.3M0.04%-9,62413F-HR/ATimeline
FLPUTNAM INVESTMENT MANAGEMENT CO169,881$29.5M0.54%+5,65113F-HRTimeline
RHUMBLINE ADVISERS166,038$28.8M0.03%+2,55913F-HR/ATimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD161,305$28M0.03%-24,26113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO131,096$22.8M<0.01%+9,91413F-HRTimelineGroup
FIL Ltdin group FIL Ltd129,116$22.4M0.02%-27,97513F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management127,782$22.2M0.05%new13F-HRTimelineGroup
Nuveen Asset Management, LLCin group TIAA126,106$21.9M0.01%-3,76113F-HRTimelineGroup
Assenagon Asset Management S.A.124,456$21.6M0.04%new13F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding123,954$21.5M-144Timeline
GHP Investment Advisors, Inc.123,843$21.5M1%-4,54713F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.120,369$20.9M0.06%new13F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC119,983$20.8M0.13%+18,04713F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP115,535$20.1M0.02%-2,30913F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc104,961$18.2M<0.01%+68813F-HRTimelineGroup
Swiss National Bank104,936$18.2M0.01%+2,40013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich100,515$17.6M0.05%+13,02213F-HRTimeline
ROYCE & ASSOCIATES LP99,168$17.2M0.16%-23,28813F-HRTimeline
Janney Montgomery Scott LLC95,298$16.6M0.05%+90,34313F-HRTimeline
Montanaro Asset Management Ltd95,000$16.5M3.41%-56,00013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP94,173$16.4M0.02%+4,38513F-HRTimelineGroup
California Public Employees Retirement …92,519$16.1M0.01%-1,78813F-HR/ATimeline
Qube Research & Technologies Ltd89,698$15.6M0.03%+32,84513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS86,597$15M0.01%+2,61113F-HRTimelineGroup
LPL Financial LLC84,159$14.6M0.01%+28,39813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…78,702$13.7M0.02%-51313F-HRTimelineGroup
Rheos Capital Works Inc.73,400$12.7M0.71%+10,00013F-HRTimeline
SEGALL BRYANT & HAMILL, LLC69,907$12.1M0.17%-23,33413F-HRTimeline
WHITTIER TRUST CO66,610$11.6M0.15%+2,61413F-HRTimeline
Retirement Systems of Alabama65,156$11.3M0.04%+62813F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…62,264$10.8M0.12%-1,15913F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC62,234$10.8M0.01%-9,03513F-HRTimeline
PineStone Asset Management Inc.60,995$10.6M0.1%-14,20013F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.60,682$10.5M0.06%-2,18613F-HRTimelineGroup
STRS OHIO60,613$10.5M0.04%-2,75913F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…58,910$10.2M2.77%-6,82313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC58,422$10.1M0.01%+21,60113F-HR/ATimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS57,528$9.99M0.04%+13,02613F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…52,656$9.14M0.01%+2,94713F-HR/ATimeline
Fenimore Asset Management Inc50,074$8.7M0.18%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP46,857$8.14M0.01%+14,14113F-HRTimelineGroup
Aptus Capital Advisors, LLC46,058$8M0.1%+8,33513F-HRTimeline
Man Group plcin group Man Group plc45,474$7.9M0.02%+6,64413F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co45,385$7.87M0.01%+3,62113F-HRTimelineGroup
BEARING POINT CAPITAL, LLC44,156$7.67M1.6%13F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …43,530$7.56M0.01%-48613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA43,331$7.52M<0.01%-1,57213F-HRTimelineGroup
CHASE INVESTMENT COUNSEL CORP39,030$6.78M2.18%-80313F-HRTimeline
Granite Investment Partners, LLC38,239$6.64M0.29%-4,10813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC37,000$6.43M0.01%-19,90013F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC35,999$6.25M0.02%-32,31213F-HRTimeline
FineMark National Bank & Trust34,928$6.07M0.21%-13,55513F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…34,845$6.05M0.02%-5,62613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC34,743$6.03M0.15%+1,47813F-HRTimeline
Edgestream Partners, L.P.34,139$5.93M0.25%+25,37813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding34,049$5.91M-8,947Timeline
PRICE T ROWE ASSOCIATES INC /MD/33,808$5.87M<0.01%+4,17013F-HRTimeline
Vestcor Inc33,490$5.82M0.19%-1,79113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\33,051$5.74M0.01%-1,07313F-HRTimelineGroup
Pier Capital, LLC31,893$5.54M0.79%-35,19713F-HRTimeline
Ensign Peak Advisors, Inc31,882$5.54M0.01%+5,48613F-HRTimeline
Bell Asset Management Ltd31,498$5.47M1%-37813F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…30,399$5.28M0.03%+2,73713F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC29,721$5.17M<0.01%+23,71413F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…29,620$5.14M1.91%-15,40513F-HRTimeline
Gunderson Capital Management LLC29,556$5.13M2.52%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC29,114$5.06M0.06%+3,46013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …28,490$4.95M0.06%-72313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,485$4.77M0.01%+1,26113F-HR/ATimeline
AMALGAMATED BANK27,157$4.72M0.04%-7713F-HRTimeline
Richard Bernstein Advisors LLC26,368$4.58M0.1%013F-HRTimeline
NewEdge Advisors, LLC26,312$4.57M0.03%+1,48013F-HRTimeline
COMERICA BANK25,888$4.5M0.02%-53613F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/25,808$4.48M<0.01%+1,61213F-HRTimelineGroup
Harbor Advisors LLC25,000$4.34M0.68%013F-HRTimeline
Weil Company, Inc.24,708$4.29M1.48%-10,08013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson24,667$4.28M<0.01%+1,91713F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC24,070$4.18M<0.01%+8,69513F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL23,970$4.16M0.04%+11,99513F-HRTimeline
Treasurer of the State of North Carolina23,053$4M0.02%+15013F-HRTimeline
Triasima Portfolio Management inc.22,656$3.93M0.76%+8,70413F-HRTimeline
Dorsey Wright & Associates22,398$3.89M0.93%+94213F-HRTimeline
MML INVESTORS SERVICES, LLC21,217$3.69M0.01%+1,37213F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC21,215$3.68M0.03%+4,52013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC21,055$3.66M0.02%-73213F-HRTimelineGroup
Cetera Investment Advisers20,727$3.6M0.01%+2,18313F-HRTimeline
West Coast Financial LLC20,312$3.53M0.39%-1,69913F-HRTimeline
Sanctuary Advisors, LLC19,562$3.52M0.02%-44513F-HRTimeline
State of Tennessee, Department of Treas…20,205$3.51M0.01%-57013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP20,160$3.5M0.03%-63113F-HRTimelineGroup
Atria Investments, Inc19,949$3.46M0.04%-2,54813F-HRTimeline
KBC Group NVin group KBC Group NV19,903$3.46M0.01%+18,61713F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC19,763$3.43M<0.01%+5,04713F-HRTimelineGroup
DAVENPORT & Co LLC19,663$3.41M0.02%-71713F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC19,540$3.39M0.04%-66413F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…19,420$3.37M0.01%-29013F-HRTimeline
Empowered Funds, LLC19,050$3.31M0.05%+4,64113F-HRTimeline
Police & Firemen's Retirement System of…18,992$3.3M0.03%13F-HRTimeline
Prana Capital Management, LP18,977$3.3M0.16%new13F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC18,890$3.28M0.01%new13F-HRTimeline
Hilton Capital Management, LLC18,588$3.23M0.28%+86713F-HRTimeline
SG Americas Securities, LLC18,081$3.14M0.01%+16,63313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP18,053$3.14M0.01%+36713F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC17,800$3.09M0.01%new13F-HRTimeline
Geneos Wealth Management Inc.17,783$3.09M0.11%+49213F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…17,726$3.08M0.01%+48813F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…17,533$3.04M0.1%-16513F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.17,395$3.02M0.01%-2,09813F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.17,284$3M0.03%new13F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…17,169$2.98M0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,029$2.96M<0.01%+7,77913F-HRTimelineGroup
Magnetar Financial LLCin group Magnetar Financial LLC17,007$2.95M0.07%new13F-HRTimelineGroup
Monument Capital Management16,861$2.93M0.81%+57713F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…16,620$2.89M0.03%-82013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM15,483$2.69M0.02%+35813F-HRTimeline
Louisiana State Employees Retirement Sy…14,900$2.59M0.05%+20013F-HRTimeline
Illinois Municipal Retirement Fund14,881$2.58M0.04%013F-HRTimeline
ALGERT GLOBAL LLC14,356$2.49M0.06%-8,77313F-HR/ATimeline
EXCHANGE TRADED CONCEPTS, LLC14,092$2.45M0.05%+1,80313F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…13,847$2.4M0.01%+2,03313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.13,477$2.34M<0.01%+4,48313F-HRTimelineGroup
Handelsbanken Fonder AB13,458$2.34M0.01%+1,30013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC13,332$2.32M<0.01%+1,44913F-HRTimelineGroup
Cresset Asset Management, LLC13,317$2.31M0.01%-5,90213F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding13,022$2.26M+420Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,899$2.24M<0.01%-1,04613F-HRTimelineGroup
STATE OF MICHIGAN RETIREMENT SYSTEM12,700$2.21M0.01%+10013F-HRTimeline
KLP KAPITALFORVALTNING AS12,600$2.19M0.01%13F-HRTimeline
Amundiin group Amundi12,586$2.18M<0.01%+12,45113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,295$2.14M<0.01%-46413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC12,220$2.12M<0.01%+8113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,208$2.12M0.01%+2,15513F-HRTimelineGroup
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…11,835$2.06M0.01%+12613F-HRTimeline
New Age Alpha Advisors, LLC11,791$2.05M0.08%new13F-HR/ATimeline
Aquatic Capital Management LLC11,681$2.03M0.05%new13F-HRTimeline
Cannell & Spears LLC11,605$2.02M0.04%013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding11,575$2.01M-1,174Timeline
Grandeur Peak Global Advisors, LLC11,350$1.97M0.17%-23,88913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,321$1.97M0.02%+1,01513F-HRTimeline
Avior Wealth Management, LLC11,218$1.95M0.07%-87713F-HRTimeline
Integrated Wealth Concepts LLC11,030$1.92M0.02%+99613F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND10,871$1.89M0.03%+3913F-HRTimeline
Pacer Advisors, Inc.10,859$1.89M<0.01%+46913F-HRTimeline
&PARTNERS10,879$1.86M0.02%+3,24213F-HRTimeline
CWM, LLCin group CWM, LLC10,629$1.85M0.01%-1,13913F-HRTimelineGroup
NEW MEXICO EDUCATIONAL RETIREMENT BOARD10,600$1.84M0.06%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC10,560$1.83M<0.01%+74713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding10,066$1.75M+1,541Timeline
CRAWFORD INVESTMENT COUNSEL INC9,928$1.72M0.03%-41213F-HRTimeline
Verition Fund Management LLC9,790$1.7M0.01%new13F-HRTimeline