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Disclosery

HLI HOULIHAN LOKEY INC

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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
VANGUARD GROUP INCgroup of 2 filers holding5,265,792$917M-49,215Timeline
BlackRock, Inc.in group BlackRock, Inc.5,241,321$913M0.02%-269,38813F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,772,807$483M1.3%-149,06713F-HRTimeline
EARNEST PARTNERS LLC2,291,511$399M1.71%-129,62213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,703,369$297M0.05%+1,334,76913F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,703,295$297M0.01%-11,70813F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,418,549$247M0.02%+84,75713F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,283,813$224M0.04%-88,89013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,199,459$209M0.08%+1,156,97313F-HRTimelineGroup
FMR LLCin group FMR LLC1,125,462$196M0.01%-309,47713F-HRTimelineGroup
BAMCO INC /NY/in group Baron Capital1,123,951$196M0.53%-6,23913F-HRTimelineGroup
Capital Research Global Investorsin group Capital Research Global Inves…962,263$168M0.03%+5,82213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/953,840$166M0.01%-46,34013F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding808,557$141M-30,733Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC796,361$140M0.04%-45,58813F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.760,961$133M0.01%-66,56413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…708,847$123M0.22%-4,64713F-HRTimelineGroup
FIDUCIARY MANAGEMENT INC /WI/697,293$121M1.34%-50,53913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO688,906$120M0.12%-29,04613F-HRTimelineGroup
NORGES BANK662,940$115M0.01%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC628,778$110M0.08%-36,95813F-HRTimelineGroup
JENNISON ASSOCIATES LLC587,767$102M0.06%-1,32613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY550,308$95.9M0.01%-8,97613F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC544,862$94.9M0.01%+92,45313F-HR/ATimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP535,337$93.3M0.02%+13,44513F-HRTimelineGroup
T. Rowe Price Investment Management, In…533,456$92.9M0.06%-269,68713F-HR/ATimeline
WESTFIELD CAPITAL MANAGEMENT CO LP520,002$90.6M0.38%+113,69613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP509,671$88.8M0.01%-26,81713F-HRTimelineGroup
Champlain Investment Partners, LLC459,100$80M0.81%-52,18113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp424,253$73.9M0.01%-64,05213F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co422,344$73.6M0.01%+4,80113F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP408,038$71.1M0.05%+14,92913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN393,901$68.6M0.01%-14,43313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding390,890$68.1M-36,996Timeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding387,078$67.4M+386,908Timeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC379,478$66.1M0.03%+145,45413F-HRTimelineGroup
Van Berkom & Associates Inc.377,378$65.7M1.9%+68613F-HRTimeline
GW&K Investment Management, LLC356,255$62.1M0.54%+13,61413F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp352,579$61.4M0.19%+86,76413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding352,250$61.4M-60,667Timeline
ALLIANCEBERNSTEIN L.P.352,138$61.3M0.02%-108,52713F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding332,637$57.9M-55,397Timeline
Handelsbanken Fonder AB313,458$54.6M0.16%-85,00013F-HRTimeline
Capital International Investorsin group Capital International Investo…313,232$54.6M0.01%-257,67213F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC280,261$48.8M1.01%+3,43313F-HRTimelineGroup
CONGRESS ASSET MANAGEMENT CO266,656$46.4M0.33%-108,64413F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…257,463$44.8M2.14%-2,73313F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC236,095$41.1M1.17%-5,61713F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC234,404$40.9M0.64%+14,35613F-HRTimeline
Caisse de depot et placement du Quebec234,047$40.8M0.07%+63,43013F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP225,385$39.6M0.03%-17,72213F-HRTimeline
HighTower Advisors, LLC222,857$38.8M0.04%-24,92813F-HRTimeline
BARLOW WEALTH PARTNERS, LLC204,387$37.2M4.01%+1,25413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC201,864$35.2M0.01%+97,25113F-HRTimelineGroup
RENAISSANCE GROUP LLC185,020$32.2M1.29%-1,16213F-HRTimeline
Qube Research & Technologies Ltd174,016$30.3M0.04%-34,49713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO171,246$29.8M0.43%+4,25013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson162,168$28.3M0.01%+46,13513F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/160,825$28M<0.01%-168,62313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO158,530$27.6M<0.01%-16,16513F-HRTimelineGroup
RHUMBLINE ADVISERS157,343$27.4M0.02%+1,88413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.148,240$25.8M0.02%+145,14613F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…146,251$25.5M0.09%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC140,942$24.6M0.03%-19,82813F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL126,977$22.1M0.12%+105,79713F-HRTimeline
Fenimore Asset Management Inc123,672$21.5M0.45%+17,19913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC122,900$21.4M0.01%-106,17513F-HRTimelineGroup
GHP Investment Advisors, Inc.118,845$20.7M0.85%-14013F-HRTimeline
Nuveen, LLCin group TIAA118,820$20.7M0.01%+3,32713F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding117,096$20.4M-4,614Timeline
LPL Financial LLC115,453$20.1M0.01%+10,20513F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.115,238$20.1M0.03%new13F-HRTimelineGroup
Walleye Capital LLCgroup of 2 filers holding115,148$20.1M+110,171Timeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC108,927$19M0.01%+15,44613F-HRTimelineGroup
Swiss National Bank107,236$18.7M0.01%+3,00013F-HRTimeline
California Public Employees Retirement …103,943$18.1M0.01%+3,22913F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC99,580$17.3M0.04%-68,97013F-HRTimeline
Montanaro Asset Management Ltd97,650$17M4.74%+8,65013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND95,225$16.6M0.02%-44,31513F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC92,789$16.2M0.09%-4,85013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC88,080$15.3M0.01%-20,97713F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC87,982$15.3M0.21%+3,95513F-HRTimeline
ArrowMark Colorado Holdings LLC86,601$15.1M0.33%new13F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc86,209$15M<0.01%-19,73613F-HRTimelineGroup
Interval Partners, LP84,954$14.8M0.35%new13F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …78,842$13.7M0.02%+78,45613F-HRTimelineGroup
Jain Global LLC76,453$13.3M0.13%new13F-HRTimeline
WHITTIER TRUST CO70,928$13.1M0.14%-12413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…74,633$13M0.01%+2,81913F-HRTimelineGroup
PineStone Asset Management Inc.74,495$13M0.08%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP73,033$12.7M0.01%-8,16813F-HRTimelineGroup
ATWOOD & PALMER INC69,960$12.2M0.69%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC67,083$11.7M0.01%-5,18213F-HRTimelineGroup
Aptus Capital Advisors, LLC65,889$11.5M0.1%+28613F-HRTimeline
Retirement Systems of Alabama65,426$11.4M0.04%-30913F-HRTimeline
Wealth High Governance Asset Management…61,026$10.6M1.9%13F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC57,521$10M0.01%+55,24813F-HRTimelineGroup
Franklin, Parlapiano, Turner & Welch, L…52,129$9.9M2.46%-1,97813F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…54,901$9.56M0.1%-2,62913F-HRTimelineGroup
ExodusPoint Capital Management, LP54,025$9.41M0.1%+37,27413F-HRTimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …53,126$9.28M0.01%-18,12913F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…51,376$8.95M0.01%+1,44513F-HRTimeline
Campbell & CO Investment Adviser LLC50,502$8.8M0.42%new13F-HRTimeline
STRS OHIO49,996$8.71M0.03%+313F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS49,619$8.64M0.03%+6,07813F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP48,702$8.48M0.01%+3,38313F-HRTimelineGroup
ROYCE & ASSOCIATES LP48,301$8.41M0.09%-4,94113F-HRTimeline
SG Americas Securities, LLC47,894$8.34M0.01%+44,03413F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP46,524$8.1M0.03%+1,94613F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…44,722$7.79M0.02%-8,99213F-HRTimeline
Pier Capital, LLC44,000$7.66M1.22%+16,89413F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp43,930$7.65M0.01%new13F-HRTimelineGroup
Grandeur Peak Global Advisors, LLC41,361$7.2M0.97%+27,52513F-HRTimeline
Man Group plcin group Man Group plc41,311$7.2M0.01%+2,07313F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC38,100$7.05M0.15%+35313F-HRTimeline
Robinhood Asset Management, LLC39,395$6.86M0.55%13F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …39,067$6.81M0.01%-96713F-HRTimelineGroup
BW Gestao de Investimentos Ltda.38,974$6.79M0.24%-9,02613F-HRTimeline
Wealth High Governance Capital Ltda38,974$6.79M1.99%-33,02613F-HR/ATimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co38,827$6.76M0.01%-4,12713F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC36,692$6.45M0.01%-40,00913F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\36,029$6.28M<0.01%+26,12413F-HRTimelineGroup
FineMark National Bank & Trust34,466$6M0.19%+5213F-HRTimeline
THOMAS STORY & SON LLC34,375$5.99M2.23%new13F-HRTimeline
Geneos Wealth Management Inc.33,516$5.84M0.14%-41213F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC33,495$5.83M0.02%-24,34613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,033$5.75M0.01%-17,55313F-HRTimelineGroup
Trexquant Investment LP31,685$5.52M0.05%-1,20913F-HRTimeline
New Age Alpha Advisors, LLC30,856$5.37M0.23%+19,38813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…30,731$5.35M0.45%+28,51813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,878$5.34M0.01%+3413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.30,066$5.24M0.08%-8,20513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cetera Investment Advisers28,733$5M0.01%+2,64413F-HRTimeline
Dorsey Wright & Associates28,123$4.9M1.06%+1,25413F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …28,070$4.89M0.06%-2,47713F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…28,000$4.88M1.54%+2313F-HRTimeline
Schonfeld Strategic Advisors LLC27,924$4.86M0.02%new13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…27,624$4.81M0.02%-1,29313F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC26,946$4.69M0.02%+6,26513F-HRTimelineGroup
Amundiin group Amundi26,837$4.67M<0.01%-81,00313F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC26,379$4.59M0.02%+7,64213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC25,676$4.48M<0.01%-10,04213F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.25,110$4.37M0.01%-2,46213F-HRTimelineGroup
Harbor Advisors LLC25,000$4.35M0.65%013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC24,969$4.35M<0.01%-33113F-HRTimeline
AMALGAMATED BANK24,844$4.33M0.03%-1,97513F-HRTimeline
PDT Partners, LLC24,781$4.32M0.28%-7,83413F-HRTimeline
COMERICA BANK24,154$4.21M0.02%-25,00113F-HRTimeline
Creative Planningin group Creative Planning24,150$4.21M<0.01%+5,66213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding23,333$4.06M+16,458Timeline
&PARTNERS23,339$4.06M0.02%+8,09513F-HRTimeline
Hilton Capital Management, LLC23,168$4.04M0.3%+4,62213F-HRTimeline
Bell Asset Management Ltd22,891$4M1.07%+3,70613F-HRTimeline
Police & Firemen's Retirement System of…22,793$3.97M0.03%-1,41013F-HRTimeline
Treasurer of the State of North Carolina22,658$3.95M0.01%-1,65413F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…22,230$3.87M0.01%-87413F-HRTimeline
NewEdge Advisors, LLC21,566$3.76M0.01%-8,00313F-HRTimeline
Weil Company, Inc.21,521$3.75M0.86%-1,76113F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC21,320$3.71M<0.01%-8,45513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC20,600$3.59M0.01%+1,58913F-HRTimeline
Ensign Peak Advisors, Inc20,142$3.51M0.01%-9,11413F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC20,063$3.49M0.01%-2,09713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\19,968$3.48M<0.01%-1,92313F-HRTimelineGroup
Atria Investments, Inc19,650$3.42M0.04%+9313F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP19,558$3.41M0.05%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.19,513$3.4M0.01%+12713F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC17,622$3.34M0.04%-24413F-HRTimeline
Faithward Advisors, LLC19,066$3.32M0.49%+1,13113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC18,903$3.29M<0.01%-2,10613F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…18,829$3.28M0.01%013F-HRTimeline
State of Tennessee, Department of Treas…19,376$3.26M0.01%-82913F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…18,661$3.25M0.01%+2,01213F-HRTimeline
Sanctuary Advisors, LLC18,542$3.23M0.02%-20213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP18,490$3.22M0.02%+40013F-HRTimelineGroup
Cinctive Capital Management LP18,221$3.17M0.18%+9,70413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd18,126$3.16M0.08%new13F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding17,623$3.07M-1,808Timeline
Quantinno Capital Management LP17,593$3.06M0.01%+1,48913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC17,543$3.06M0.03%+3,71713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,671$2.9M<0.01%-80413F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…16,620$2.9M0.02%013F-HRTimeline
Monument Capital Management16,337$2.85M0.71%+413F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…16,120$2.81M0.01%+54313F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…15,761$2.75M0.08%-67613F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM15,170$2.64M0.01%-74813F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.15,151$2.64M0.02%-16,52913F-HRTimeline
Louisiana State Employees Retirement Sy…15,100$2.63M0.05%013F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD14,700$2.56M<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14,233$2.48M0.01%-54913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS14,009$2.44M<0.01%-162,53913F-HRTimelineGroup
DAVENPORT & Co LLC14,009$2.44M0.01%-31413F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding13,972$2.43M+897Timeline
QRG CAPITAL MANAGEMENT, INC.13,964$2.43M0.03%+2,35713F-HRTimeline
Mariner, LLCin group Mariner, LLC13,947$2.43M<0.01%-55713F-HRTimelineGroup
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…13,642$2.38M0.01%-31213F-HRTimeline
Elo Mutual Pension Insurance Co13,281$2.31M0.04%new13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich12,944$2.27M0.01%-2,63413F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM12,900$2.25M0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,851$2.24M<0.01%-1,00413F-HR/ATimelineGroup
KLP KAPITALFORVALTNING AS11,900$2.07M0.01%+70013F-HRTimeline