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Public ownership evidence

Houlihan Lokey, Inc. (HLI) Ownership Disclosures

Read HLI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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2026-10-022026-10-01Reichert ThomasA925Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-10-01 and its public availability date is 2026-10-02. Subtracting those calendar dates gives 1 day of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code A: a award. An award is an acquisition but is not an open-market purchase. A purchase-following rule must not count it as code P.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0001193125-26-412479 ↗SEC 0001649160-26-000004 ↗SEC 0001302215-26-000069 ↗

Recent Form 4 activity

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2026-10-022026-10-01Reichert ThomasA925Not reported
2026-09-102026-09-10CRAIN CHRISTOPHER MS1,000Not reported
2026-08-062026-08-03ALLEY J LINDSEYP4,020Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-295$671None
Cornerstone Financial Management LLC2026-03-312026-08-299$1,293None
Cornerstone Financial Management LLC2025-12-312026-08-295$871None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-293,463$559,212None
OPTIMIZE FINANCIAL INC.2026-06-302026-08-283,142$421,436None
Corient Private Wealth LP2026-06-302026-08-2831,871$4,274,861None
VELA Investment Management, LLC2026-06-302026-08-2825,348$3,399,927None
VELA Investment Management, LLC2026-03-312026-08-2815,614$2,242,483None
Principia Wealth Advisory, LLC2026-06-302026-08-276$805None
Principia Wealth Advisory, LLC2026-03-312026-08-277$1,005None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-263,600$482,868None
First Eagle Investment Management, LLC2026-06-302026-08-2570$9,389None
First Eagle Investment Management, LLC2026-06-302026-08-2520$2,683None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2563,069$8,459,445None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-258,459,445$63,069,000None
Assenagon Asset Management S.A.2026-06-302026-08-22126,476$16,964,226None
Rehmann Capital Advisory Group2026-06-302026-08-212,922$391,953None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-205,870$787,281None
Sankala Group LLC2026-06-302026-08-19796$102,251None
Beacon Pointe Advisors, LLC2026-06-302026-08-192,443$327,680None
Ensign Peak Advisors, Inc2026-03-312026-08-1925,888$3,718,035None
Ensign Peak Advisors, Inc2025-12-312026-08-1920,142$3,508,535None
Ensign Peak Advisors, Inc2025-09-302026-08-1929,256$6,006,842None
Caitlin John, LLC2026-06-302026-08-18769$103,146None
Caitlin John, LLC2026-06-302026-08-183,064$410,974None
Corient Private Wealth LP2026-06-302026-08-1831,873$4,275,129None
Integrated Investment Consultants, LLC2026-06-302026-08-183,061$410,572None
Integrated Investment Consultants, LLC2026-06-302026-08-1825$3,353None
Integrated Investment Consultants, LLC2026-06-302026-08-182$268None
Empowered Funds, LLC2026-06-302026-08-1824,629$3,303,488None
Empowered Funds, LLC2026-06-302026-08-18477$63,980None
Empowered Funds, LLC2026-06-302026-08-1896$12,876None
Grandeur Peak Global Advisors, LLC2026-06-302026-08-1839,863$5,346,824None
Transamerica Financial Advisors, LLC2026-06-302026-08-18172$23,105None
Jefferies Financial Group Inc.2026-06-302026-08-182,023$271,345None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-1820,986$2,814,852None
Wellington Grp LLC2026-06-302026-08-15394$56,586None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-15180$24,143None
DARK FOREST CAPITAL MANAGEMENT LP2026-06-302026-08-1540,895$5,485,246None
AMERIFLEX GROUP, INC.2026-06-302026-08-15133$17,839None
SummitTX Capital, L.P.2026-06-302026-08-152,328$312,255None
CAXTON ASSOCIATES LLP2026-06-302026-08-153,393$455,103None
SEI INVESTMENTS CO2026-06-302026-08-15651,405$87,372,953None
SEI INVESTMENTS CO2026-06-302026-08-152,682$359,510None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15269$36,081None
Federation des caisses Desjardins du Quebec2026-06-302026-08-153,858$517,474None
SHELTON CAPITAL MANAGEMENT2026-06-302026-08-151,813$243,178None
FWL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-15138$18,510None
Clifford Group, LLC2026-06-302026-08-153,822$512,644None
Quarry LP2026-06-302026-08-1572$9,657None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗OPTIMIZE FINANCIAL INC. ↗Corient Private Wealth LP ↗VELA Investment Management, LLC ↗VELA Investment Management, LLC ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.