Skip to content
Disclosery

HLI HOULIHAN LOKEY INC

Follow

Stock (common), issuer CIK 1302215

Filings received so far for Q3 2026: 30 13F filers report a position in HLI shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Fenimore Asset Management Inc256,760$32.4M0.71%+88,86213F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC158,547$20M0.64%-5,58213F-HRTimeline
ATWOOD & PALMER INC128,463$16.2M0.83%+107,56613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…37,263$4.68M0.01%+6,29613F-HRTimeline
Bell Asset Management Ltd19,859$2.51M0.91%-5,82513F-HRTimeline
Salvus Wealth Management, LLC18,476$2.33M1.33%new13F-HRTimeline
DIVERSIFIED MANAGEMENT INC18,154$2.29M0.4%new13F-HRTimeline
GAMMA Investing LLC12,464$1.57M0.05%+4,32413F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC6,461$816K0.01%+3,31913F-HRTimeline
Krilogy Financial LLC4,233$552K0.02%+56313F-HRTimeline
Galvin, Gaustad & Stein, LLC2,000$253K0.02%new13F-HRTimeline
Wedmont Private Capital2,008$252K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC587$74.2K<0.01%+33313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC408$51.5K<0.01%013F-HRTimeline
Versant Capital Management, Inc240$30.3K<0.01%-27013F-HRTimeline
STEPH & CO152$19.2K<0.01%-8213F-HRTimeline
GK Wealth Management LLC110$13.9K0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST88$11.1K<0.01%+5213F-HRTimeline
Paladin Partners, LLC77$9.73K0.01%013F-HRTimeline
True Wealth Design, LLC68$8.59K<0.01%+1413F-HRTimeline
CoreCap Advisors, LLC68$8.59K<0.01%+5513F-HRTimeline
MassMutual Private Wealth & Trust, FSB54$6.82K<0.01%-14613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC41$5.18K<0.01%new13F-HRTimeline
Marquette Asset Management, LLC35$4.42K<0.01%+3113F-HRTimeline
Cape Investment Advisory, Inc.20$2.53K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC13$1.69K<0.01%013F-HRTimeline
Investors Research Corp11$1.39K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP10$1.26K<0.01%-9013F-HRTimeline
CX Institutional8$1K<0.01%-8113F-HRTimeline
Planning Strategies Inc.7$884<0.01%new13F-HRTimeline