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Accredited Investors’s Houlihan Lokey HLI Stock Holding History

Accredited Investors’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 		$295K Hold
2,196
– – 0.01% 248
2026
Q1 		$315K Sell
2,196
-4,207
-66% -$692K 0.02% 213
2025
Q4 		$1.12M Buy
+6,403
New +$1.18M 0.06% 100

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 $3.38T AUM 44.17% 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

Accredited Investors's HLI Position: Q2 2026 in Review

Accredited Investors held its Houlihan Lokey (HLI) position steady in Q2 2026 at 2,196 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #248.

Accredited Investors first reported a position in HLI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.12M in Q4 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Accredited Investors held 2,196 shares of Houlihan Lokey worth $295K as of Q2 2026.
  • Accredited Investors left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up 0.01% of Accredited Investors's portfolio in Q2 2026, its #248 holding.
  • Accredited Investors first reported a position in Houlihan Lokey in Q4 2025 and has held it in 3 quarters since.
  • Accredited Investors's Houlihan Lokey position peaked at $1.12M in Q4 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.