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Disclosery

HLI HOULIHAN LOKEY INC

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Stock (common), issuer CIK 1302215

513 managers (527 13F filers) reported a position in HLI shares at 2025-03-31, 53,279,753 shares in all. 73 filers opened a position and 52 filers sold out during the quarter.

Managers
513
13F filers
527
New
73
Added
202
Reduced
172
Sold out
52
Shares held by filers
53,279,753

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BlackRock, Inc.in group BlackRock, Inc.5,619,779$908M0.02%+253,24613F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding5,314,136$858M+41,300Timeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,926,959$473M1.16%-354,33513F-HRTimeline
EARNEST PARTNERS LLC2,648,908$428M2.05%-318,65113F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,736,050$280M0.01%+39,25413F-HRTimelineGroup
FMR LLCin group FMR LLC1,683,934$272M0.02%-191,28613F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,395,148$225M0.04%-104,53113F-HRTimelineGroup
T. Rowe Price Investment Management, In…1,201,546$194M0.13%-96,36913F-HRTimeline
Burgundy Asset Management Ltd.1,189,822$192M1.99%-62,00913F-HRTimeline
BAMCO INC /NY/in group Baron Capital1,144,179$185M0.54%013F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,020,458$165M0.01%+53,98213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,000,520$162M0.01%-78,95413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.916,012$148M0.03%-125,18913F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding895,165$145M-10,406Timeline
Capital International Investorsin group Capital International Investo…794,911$128M0.03%+1,61913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC792,076$128M0.05%-34,59013F-HRTimelineGroup
FIDUCIARY MANAGEMENT INC /WI/754,941$122M1.18%-454,28913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC700,651$113M0.09%-240,27913F-HRTimelineGroup
NORGES BANK673,964$109M0.02%+17,24113F-HR/ATimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO604,380$97.6M0.13%-132,33813F-HR/ATimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co598,767$96.7M0.02%-4,18913F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC595,275$96.1M0.03%-177,51413F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP557,799$90.1M0.02%+8,73313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY546,798$88.3M0.01%-15,62513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP540,106$87.2M0.01%-80,21813F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.507,581$82M0.03%-25,75913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding504,400$81.5M-26,545Timeline
CONGRESS ASSET MANAGEMENT CO504,149$81.4M0.61%new13F-HRTimeline
Capital Research Global Investorsin group Capital Research Global Inves…504,055$81.4M0.02%new13F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP498,678$80.5M0.07%+34,57913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…493,679$79.8M0.18%-155,05713F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp484,041$78.2M0.02%-2,92313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding416,839$67.3M-1,294Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC415,743$67.1M0.01%+22,55313F-HR/ATimelineGroup
GW&K Investment Management, LLC415,277$67.1M0.62%-10,85013F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding413,848$66.8M+22,794Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN402,806$65.1M0.02%-40,22913F-HRTimelineGroup
Van Berkom & Associates Inc.401,840$64.9M2.08%-3,78213F-HRTimeline
JENNISON ASSOCIATES LLC344,604$55.7M0.04%+37,30013F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…289,790$46.8M2.33%-4,35513F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP286,288$46.2M0.22%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC280,372$45.3M1.01%-3,39913F-HRTimelineGroup
Handelsbanken Fonder AB275,458$44.5M0.18%+262,00013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp275,329$44.5M0.16%-2,13813F-HRTimelineGroup
HighTower Advisors, LLC239,824$38.7M0.05%-4,73313F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC239,522$38.7M0.15%+220,63213F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC235,575$38M1.16%-6,87613F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC228,431$36.9M0.12%+50,29513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO201,790$32.6M<0.01%+70,69413F-HRTimelineGroup
BARLOW WEALTH PARTNERS, LLC203,814$32.5M4.26%+2,16413F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC196,636$31.7M0.63%+19,40213F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…193,246$31.2M0.13%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC187,791$30.3M0.04%-4,40513F-HRTimelineGroup
Champlain Investment Partners, LLC185,255$29.9M0.22%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS168,876$27.3M0.02%+82,27913F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO165,024$26.7M0.5%-4,85713F-HRTimeline
RHUMBLINE ADVISERS162,349$26.2M0.02%-3,68913F-HR/ATimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD160,349$25.9M0.03%-95613F-HR/ATimelineGroup
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …162,704$25.7M0.03%-114,30413F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC150,700$24.3M0.04%+113,70013F-HRTimeline
Nuveen, LLCin group TIAA145,376$23.5M0.01%13F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND144,281$23.3M0.03%-30,07113F-HR/ATimeline
BARCLAYS PLCin group BARCLAYS PLC143,149$23.1M0.01%+84,72713F-HR/ATimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC128,160$20.7M0.12%+8,17713F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding125,465$20.3M+1,511Timeline
GHP Investment Advisors, Inc.120,262$19.4M0.93%-3,58113F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC117,422$19M0.02%new13F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.114,422$18.5M0.05%-5,94713F-HR/ATimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP116,697$18.4M0.02%+1,16213F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc110,231$17.8M<0.01%+5,27013F-HRTimelineGroup
Qube Research & Technologies Ltd108,102$17.5M0.03%+18,40413F-HRTimeline
Swiss National Bank104,136$16.8M0.01%-80013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…103,885$16.8M0.02%+25,18313F-HRTimelineGroup
LPL Financial LLC95,038$15.3M0.01%+10,87913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC94,794$15.3M0.01%-153,50313F-HRTimelineGroup
California Public Employees Retirement …91,930$14.8M0.01%-58913F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC91,022$14.7M0.05%+73,22213F-HRTimeline
Janney Montgomery Scott LLC90,681$14.6M0.04%-4,61713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP88,113$14.2M0.02%-6,06013F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC80,481$13M0.02%-266,98813F-HRTimelineGroup
Montanaro Asset Management Ltd79,500$12.8M3.77%-15,50013F-HRTimeline
ROYCE & ASSOCIATES LP77,014$12.4M0.13%-22,15413F-HRTimeline
PineStone Asset Management Inc.69,395$11.2M0.08%+8,40013F-HRTimeline
WHITTIER TRUST CO68,106$11M0.15%+1,49613F-HRTimeline
SEGALL BRYANT & HAMILL, LLC67,986$11M0.17%-1,92113F-HRTimeline
Retirement Systems of Alabama65,757$10.6M0.04%+60113F-HRTimeline
CW Advisors, LLC63,750$10.3M0.12%new13F-HRTimeline
Pier Capital, LLC60,563$9.78M1.64%+28,67013F-HRTimeline
Rheos Capital Works Inc.60,400$9.76M0.79%-13,00013F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…60,244$9.73M0.11%-2,02013F-HR/ATimelineGroup
Amundiin group Amundi63,433$9.72M<0.01%+50,84713F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.59,722$9.65M0.06%-96013F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC59,613$9.63M0.01%-2,62113F-HRTimeline
STRS OHIO59,125$9.55M0.04%-1,48813F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…56,574$9.14M2.46%-2,33613F-HRTimeline
Geneos Wealth Management Inc.55,531$8.97M0.13%+37,74813F-HRTimeline
Aptus Capital Advisors, LLC51,901$8.38M0.1%+5,84313F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP51,901$8.38M0.01%+5,04413F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.51,555$8.33M0.15%+49,12913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Baird Financial Group, Inc.in group Baird Financial Group, Inc.51,469$8.31M0.02%+48,32613F-HRTimelineGroup
Fenimore Asset Management Inc50,074$8.09M0.17%013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…49,830$8.05M0.01%-2,82613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA49,584$8.01M<0.01%+6,25313F-HR/ATimelineGroup
Trexquant Investment LP48,976$7.91M0.09%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…46,865$7.57M0.03%+12,02013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC46,672$7.42M<0.01%+16,95113F-HRTimelineGroup
COMERICA BANK44,397$7.17M0.03%+18,50913F-HRTimeline
Bell Asset Management Ltd43,753$7.07M1.3%+12,25513F-HRTimeline
Man Group plcin group Man Group plc43,589$7.04M0.02%-1,88513F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …43,515$7.03M0.01%-1513F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co43,122$6.97M0.01%-2,26313F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC42,488$6.86M0.07%+13,37413F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich42,974$6.81M0.02%-57,54113F-HR/ATimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …36,688$5.93M0.07%+8,19813F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC36,398$5.88M0.15%+1,65513F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/35,974$5.81M<0.01%+2,16613F-HRTimeline
FineMark National Bank & Trust34,851$5.63M0.21%-7713F-HRTimeline
Ensign Peak Advisors, Inc34,384$5.55M0.01%+2,50213F-HRTimeline
Prana Capital Management, LP34,331$5.54M0.23%+15,35413F-HRTimeline
Vestcor Inc32,530$5.25M0.18%-96013F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC32,295$5.22M0.02%-3,70413F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…30,196$4.88M0.03%-20313F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…29,467$4.76M1.69%-15313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…29,103$4.7M0.01%+1,61813F-HRTimeline
NewEdge Advisors, LLC28,856$4.66M0.03%+2,54413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC29,654$4.6M<0.01%+9,89113F-HRTimelineGroup
AMALGAMATED BANK26,398$4.26M0.04%-75913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\26,321$4.25M0.01%-6,73013F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC26,197$4.23M0.06%+20,07513F-HR/ATimelineGroup
Richard Bernstein Advisors LLC25,393$4.1M0.1%-97513F-HRTimeline
Weil Company, Inc.25,128$4.06M1.21%+42013F-HRTimeline
Harbor Advisors LLC25,000$4.04M0.7%013F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.24,823$4.01M0.05%+7,53913F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson25,042$3.96M<0.01%+37513F-HRTimelineGroup
Dorsey Wright & Associates24,442$3.95M1.01%+2,04413F-HRTimeline
Treasurer of the State of North Carolina24,273$3.92M0.02%+1,22013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC23,198$3.75M<0.01%-87213F-HRTimelineGroup
Triasima Portfolio Management inc.22,656$3.66M0.72%013F-HRTimeline
Interval Partners, LP22,615$3.65M0.13%new13F-HRTimeline
Cetera Investment Advisers22,438$3.62M0.01%+1,71113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC22,074$3.56M0.02%+1,01913F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC22,048$3.56M0.03%+83313F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding21,754$3.51M+18,505Timeline
Verition Fund Management LLC20,978$3.39M0.02%+11,18813F-HRTimeline
Hilton Capital Management, LLC20,945$3.38M0.29%+2,35713F-HRTimeline
CHASE INVESTMENT COUNSEL CORP20,933$3.38M1.24%-18,09713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding20,918$3.38M-13,131Timeline
Quantbot Technologies LP20,646$3.33M0.11%new13F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS20,458$3.3M0.01%-37,07013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.20,413$3.3M0.15%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC20,347$3.29M0.06%+6,25513F-HRTimeline
State of Tennessee, Department of Treas…20,205$3.26M0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/19,944$3.22M<0.01%-5,86413F-HRTimelineGroup
DAVENPORT & Co LLC19,518$3.15M0.02%-14513F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…19,420$3.14M0.01%013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC19,288$3.12M0.04%-25213F-HRTimeline
Police & Firemen's Retirement System of…19,150$3.09M0.03%+15813F-HRTimeline
MML INVESTORS SERVICES, LLC18,973$3.06M0.01%-2,24413F-HRTimeline
Empowered Funds, LLC18,518$2.99M0.04%-53213F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC18,292$2.95M0.04%+1,28513F-HRTimelineGroup
Sanctuary Advisors, LLC18,060$2.92M0.02%-1,50213F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.18,034$2.91M0.02%+14,76913F-HRTimeline
Edgestream Partners, L.P.17,984$2.9M0.1%-16,15513F-HRTimeline
West Coast Financial LLC17,930$2.9M0.33%-2,38213F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…17,926$2.9M0.01%+20013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.17,475$2.82M0.01%+8013F-HRTimelineGroup
Atria Investments, Inc17,435$2.82M0.04%-2,51413F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…17,430$2.81M0.1%-10313F-HRTimelineGroup
Monument Capital Management17,374$2.81M0.86%+51313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,955$2.74M<0.01%+4,05613F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…16,620$2.68M0.02%013F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP16,386$2.65M0.12%+14,51113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,443$2.49M<0.01%+2,11113F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM15,419$2.49M0.02%-6413F-HRTimeline
Louisiana State Employees Retirement Sy…15,100$2.44M0.05%+20013F-HRTimeline
Illinois Municipal Retirement Fund14,881$2.4M0.03%013F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD14,700$2.37M<0.01%new13F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…14,522$2.35M0.01%+67513F-HRTimeline
&PARTNERS14,694$2.34M0.02%+3,81513F-HRTimeline
ALGERT GLOBAL LLC14,356$2.32M0.06%013F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,133$2.28M<0.01%-3,92013F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP13,850$2.24M0.02%-6,31013F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…13,788$2.23M0.01%-3,38113F-HRTimelineGroup
Federation des caisses Desjardins du Qu…13,733$2.22M0.01%+9,29713F-HRTimeline
OMERS ADMINISTRATION Corp13,200$2.13M0.02%+8,20013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC13,132$2.12M0.01%+10,78213F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC13,037$2.11M<0.01%+81713F-HRTimelineGroup
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…12,914$2.09M0.01%+1,07913F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM12,900$2.08M0.01%+20013F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding12,879$2.08M-143Timeline
XTX Topco Ltdin group XTX Topco Ltd12,608$2.04M0.1%new13F-HRTimelineGroup
KLP KAPITALFORVALTNING AS12,200$1.97M0.01%-40013F-HRTimeline
Grandeur Peak Global Advisors, LLC11,997$1.94M0.21%+64713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,841$1.91M0.02%+52013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding11,878$1.91M+303Timeline
Entropy Technologies, LP11,616$1.88M0.18%+4,10913F-HRTimeline
Cannell & Spears LLC11,608$1.87M0.04%+313F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC11,581$1.87M0.03%+1,65313F-HRTimeline
Integrated Wealth Concepts LLC11,435$1.85M0.02%+40513F-HRTimeline
FIL Ltdin group FIL Ltd11,187$1.81M<0.01%-117,92913F-HRTimelineGroup