Acadian Asset Management
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Acadian Asset Management’s Houlihan Lokey HLI Stock Holding History

Acadian Asset Management’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$559K Buy
+4,178
New +$616K ﹤0.01% 1415
2026
Q1 		– Sell
-4,323
Closed -$753K – 2111
2025
Q4 		$753K Sell
4,323
-47,310
-92% -$8.68M ﹤0.01% 1197
2025
Q3 		$10.6M Buy
+51,633
New +$10.1M 0.02% 468
2023
Q1 		– Sell
-5,225
Closed -$454K – 1839
2022
Q4 		$454K Sell
5,225
-1,284
-20% -$115K ﹤0.01% 1063
2022
Q3 		$489K Buy
6,509
+1,776
+38% +$144K ﹤0.01% 996
2022
Q2 		$374K Sell
4,733
-219,804
-98% -$18.4M ﹤0.01% 1060
2022
Q1 		$19.7M Buy
224,537
+61,192
+37% +$6.3M 0.08% 222
2021
Q4 		$16.9M Buy
163,345
+135,129
+479% +$14.4M 0.06% 236
2021
Q3 		$2.6M Buy
28,216
+16,602
+143% +$1.45M 0.01% 617
2021
Q2 		$950K Buy
11,614
+945
+9% +$68.4K ﹤0.01% 939
2021
Q1 		$710K Sell
10,669
-5,283
-33% -$357K ﹤0.01% 1066
2020
Q4 		$1.07M Buy
+15,952
New +$1.03M ﹤0.01% 962
2019
Q3 		– Sell
-9,610
Closed -$428K – 1925
2019
Q2 		$428K Buy
+9,610
New +$449K ﹤0.01% 1053
2018
Q3 		– Sell
-179,318
Closed -$9.19M – 1711
2018
Q2 		$9.19M Sell
179,318
-116,502
-39% -$5.57M 0.04% 309
2018
Q1 		$13.2M Buy
295,820
+189,334
+178% +$8.96M 0.06% 257
2017
Q4 		$4.84M Buy
106,486
+106,300
+57,151% +$4.55M 0.02% 385
2017
Q3 		$7K Hold
186
– – ﹤0.01% 1301
2017
Q2 		$6K Sell
186
-126,419
-100% -$4.29M ﹤0.01% 1353
2017
Q1 		$4.36M Buy
+126,605
New +$4.04M 0.02% 438

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Acadian Asset Management's HLI Position: Q2 2026 in Review

Acadian Asset Management opened a new position in Houlihan Lokey (HLI) in Q2 2026: 4,178 shares worth $559K. The stake represents ﹤0.01% of the portfolio and ranks #1415 among its holdings. This is a return to the name: Acadian Asset Management previously reported a position in HLI as recently as Q4 2025.

Acadian Asset Management first reported a position in HLI in Q1 2017 and has held it in 19 quarters since. The position peaked at $19.7M in Q1 2022. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Acadian Asset Management held 4,178 shares of Houlihan Lokey worth $559K as of Q2 2026.
  • Houlihan Lokey was a new Acadian Asset Management position in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Acadian Asset Management's portfolio in Q2 2026, its #1415 holding.
  • Acadian Asset Management first reported a position in Houlihan Lokey in Q1 2017 and has held it in 19 quarters since.
  • Acadian Asset Management's Houlihan Lokey position peaked at $19.7M in Q1 2022.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Acadian Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.