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Alberta Investment Management Corp (AIMCo)’s Houlihan Lokey HLI Stock Holding History

Alberta Investment Management Corp (AIMCo)’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
2025
Q2 		– Sell
-3,911
Closed -$632K – 716
2025
Q1 		$632K Buy
3,911
+788
+25% +$135K ﹤0.01% 649
2024
Q4 		$542K Sell
3,123
-3,605
-54% -$635K ﹤0.01% 720
2024
Q3 		$1.06M Sell
6,728
-3,269
-33% -$488K 0.01% 561
2024
Q2 		$1.35M Sell
9,997
-9,663
-49% -$1.26M 0.01% 452
2024
Q1 		$2.52M Sell
19,660
-1,316
-6% -$163K 0.03% 366
2023
Q4 		$2.52M Sell
20,976
-377
-2% -$40.9K 0.02% 369
2023
Q3 		$2.29M Buy
21,353
+2,234
+12% +$230K 0.02% 413
2023
Q2 		$1.88M Buy
19,119
+10,769
+129% +$974K 0.02% 564
2023
Q1 		$731K Buy
+8,350
New +$786K 0.01% 853
2022
Q2 		– Sell
-15,449
Closed -$1.36M – 1305
2022
Q1 		$1.36M Buy
15,449
+4,586
+42% +$472K 0.01% 883
2021
Q4 		$1.13M Buy
+10,863
New +$1.16M 0.01% 724
2020
Q3 		– Sell
-13,437
Closed -$748K – 1056
2020
Q2 		$748K Buy
13,437
+8,050
+149% +$469K 0.01% 732
2020
Q1 		$281K Buy
+5,387
New +$279K 0.01% 833

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s HLI Position: Q2 2025 in Review

Alberta Investment Management Corp (AIMCo) sold out of Houlihan Lokey (HLI) in Q2 2025, closing a stake of 3,911 shares — an estimated $632K sold.

Alberta Investment Management Corp (AIMCo) first reported a position in HLI in Q1 2020 and held it in 13 quarters. The position peaked at $2.52M in Q1 2024. 549 funds tracked by Wall St. Rank hold HLI as of Q2 2025.

  • Alberta Investment Management Corp (AIMCo) reported no remaining Houlihan Lokey position as of Q2 2025 after selling out during the quarter.
  • Alberta Investment Management Corp (AIMCo) sold 3,911 Houlihan Lokey shares in Q2 2025, an estimated $632K.
  • Alberta Investment Management Corp (AIMCo) first reported a position in Houlihan Lokey in Q1 2020 and held it in 13 quarters.
  • Alberta Investment Management Corp (AIMCo)'s Houlihan Lokey position peaked at $2.52M in Q1 2024.
  • 549 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2025.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q2 2025, filed 8 Aug 2025.