HLI — HOULIHAN LOKEY, INC.Today's name, from the SEC's present-day ticker list — a present-day mapping, not the name as of each filing.

Congress trades
10
all time
Members · 12m
1
3 buys · 0 sells · by trade date
Latest filing
09-10
2026-09-10
Rows filed past the STOCK Act's 45-day window, stated on the row, never editorialised; both dates and the receipt stay on every row.
1
13F holders
479
all listed · 2026-03-31
Congress: statutory ranges, filed up to 45 days after the trade · 13F: quarter-end snapshots, filed up to 45 days lateras of 2026-10-29
Congress 10Institutional 479

Congress · disclosure timeline

By trade date · 24 months · 5 rows ▲ buy, ▼ sell; height = lower bound (log scale). Trade date, not filing date — the filing lag is in the table below.

5 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds, against gridlines at $15K, $250K, $5M.

Members active in HLI

12 months · most active first Rows = number of disclosures, not dollars. Net = lower bound of the net range. Committees as of each member's latest trade in the window (roster snapshot 2026-10-29).
Members disclosing HLI in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-313$3.0K to $45.0K2

1 member

Congressional disclosures

Newest filed firstAll 10 rows ↗
Latest congressional filings mentioning HLI
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-10Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 08-07 +34d$1K–$15K
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 07-16 LATE·50d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 03-03 +35d$1K–$15K
2025-06-18Kelly Morrison D–MN-3SELLTraded 06-04 +14d$1K–$15K
2025-05-14Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 04-09 +35d$1K–$15K
2024-01-07Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 2023-12-20 +18d$1K–$15K
2023-02-17Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 01-11 +37d$1K–$15K
2019-11-15Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 10-22 +24d$1K–$15K
2019-10-16Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 09-17 +29d$1K–$15K
2019-10-11Josh Gottheimer D–NJ-5BUY JT (jointly owned)Traded 09-13 +28d$1K–$15K

13F holders · Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt. · longs only

Top institutional holders of HLI for quarter 2026-03-31, 1–25 of 479 holders
#FilerValueSecuritiesFlagsderived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list·§
1BlackRock, Inc.$758M1
derived ·§ EDGAR ↗
2VANGUARD PORTFOLIO MANAGEMENT LLC$399M1
derived ·§ EDGAR ↗
3VANGUARD CAPITAL MANAGEMENT LLC$347M1
derived ·§ EDGAR ↗
4EARNEST PARTNERS LLC$320M1
derived ·§ EDGAR ↗
5ROYAL BANK OF CANADA$252M1
derived ·§ EDGAR ↗
6STATE STREET CORP$243M1
derived ·§ EDGAR ↗
7MORGAN STANLEY$229M1
derived ·§ EDGAR ↗
8WELLINGTON MANAGEMENT GROUP LLP$196M1
derived ·§ EDGAR ↗
9GEODE CAPITAL MANAGEMENT, LLC$194M1
derived ·§ EDGAR ↗
10Capital Research Global Investors$189M1
derived ·§ EDGAR ↗
11BANK OF MONTREAL /CAN/$165M1
derived ·§ EDGAR ↗
12BAMCO INC /NY/$152M1
derived ·§ EDGAR ↗
13BANK OF AMERICA CORP /DE/$137M1
derived ·§ EDGAR ↗
14FMR LLC$123M1
derived ·§ EDGAR ↗
15Champlain Investment Partners, LLC$103M1
derived ·§ EDGAR ↗
16RAYMOND JAMES FINANCIAL INC$99.3M1
derived ·§ EDGAR ↗
17SEI INVESTMENTS CO$99.0M1
derived ·§ EDGAR ↗
18Clearbridge Investments, LLC$89.8M1
derived ·§ EDGAR ↗
19DIMENSIONAL FUND ADVISORS LP$88.5M1
derived ·§ EDGAR ↗
20WESTFIELD CAPITAL MANAGEMENT CO LP$78.1M1
derived ·§ EDGAR ↗
21NORTHERN TRUST CORP$75.6M1
derived ·§ EDGAR ↗
22CITADEL ADVISORS LLC$70.1M1
derived ·§ EDGAR ↗
23Invesco Ltd.$68.2M1
derived ·§ EDGAR ↗
24JENNISON ASSOCIATES LLC$67.3M1
derived ·§ EDGAR ↗
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$65.0M1
derived ·§ EDGAR ↗
Show all 479 holders
Truncated by Public Filings. All 398 13F filers reporting this share class are listed. Method ↗

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Congress ↔ notable managers · HLI

Congress · last 90 days

Buyers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $2K–$30K
Sellers
0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Caxton Associates $0 held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · HOULIHAN LOKEY INC

Merged timeline of congressional filings and notable-manager moves on HLI
DateWhoChangeSize
2026-09-10Gilbert Ray Cisneros, Jr. CongressBUY$1K–$15K
2026-09-04Gilbert Ray Cisneros, Jr. CongressBUY$1K–$15K
2026-05-15Tudor Investment Corp 13FADD+105,738 sh
2026-05-15Bridgewater Associates 13FADD+16,951 sh
2026-05-14Caxton Associates 13FEXIT−2,857 sh

5 newest, by filing date · 13F rows are quarter-end snapshots, not trades

Congress vs filers

12 months
Congress net (rows)3 buy / 0 sell
Congress net ($ bound)$3.0K to $45.0K
Filersnot computedThe filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.