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Alpine Woods Capital Investors’s Houlihan Lokey HLI Stock Holding History

Alpine Woods Capital 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 		$1.64M Buy
12,258
+283
+2% +$41.8K 0.36% 77
2026
Q1 		$1.72M Buy
11,975
+8,288
+225% +$1.36M 0.41% 68
2025
Q4 		$642K Sell
3,687
-53
-1% -$9.73K 0.15% 115
2025
Q3 		$768K Sell
3,740
-8
-0.2% -$1.57K 0.18% 93
2025
Q2 		$674K Sell
3,748
-204
-5% -$34.3K 0.16% 102
2025
Q1 		$638K Sell
3,952
-148
-4% -$25.4K 0.16% 102
2024
Q4 		$712K Hold
4,100
– – 0.13% 119
2024
Q3 		$779K Sell
4,100
-2,295
-36% -$343K 0.14% 121
2024
Q2 		$862K Buy
6,395
+2,267
+55% +$297K 0.13% 124
2024
Q1 		$526K Sell
4,128
-172
-4% -$21.3K 0.1% 134
2023
Q4 		$516K Sell
4,300
-570
-12% -$61.8K 0.08% 130
2023
Q3 		$522K Sell
4,870
-17
-0.3% -$1.75K 0.08% 120
2023
Q2 		$480K Sell
4,887
-922
-16% -$83.4K 0.08% 120
2023
Q1 		$508K Sell
5,809
-10
-0.2% -$941 0.08% 132
2022
Q4 		$507K Sell
5,819
-6,663
-53% -$599K 0.07% 136
2022
Q3 		$941K Sell
12,482
-345
-3% -$28K 0.13% 130
2022
Q2 		$1.01M Sell
12,827
-108
-0.8% -$9.03K 0.13% 130
2022
Q1 		$1.14M Buy
12,935
+8
+0.1% +$824 0.12% 139
2021
Q4 		$1.34M Sell
12,927
-2,049
-14% -$219K 0.13% 138
2021
Q3 		$1.38M Buy
14,976
+247
+2% +$21.6K 0.15% 137
2021
Q2 		$1.21M Hold
14,729
– – 0.12% 147
2021
Q1 		$980K Buy
14,729
+596
+4% +$40.2K 0.11% 160
2020
Q4 		$950K Buy
14,133
+9,015
+176% +$584K 0.12% 157
2020
Q3 		$302K Buy
+5,118
New +$293K 0.05% 209

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

Alpine Woods Capital Investors's HLI Position: Q2 2026 in Review

Alpine Woods Capital Investors increased its Houlihan Lokey (HLI) stake by 2.4% in Q2 2026, buying an estimated $41.8K and bringing the position to 12,258 shares worth $1.64M. The position accounts for 0.36% of the portfolio, ranked #77.

Alpine Woods Capital Investors first reported a position in HLI in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.72M in Q1 2026. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Alpine Woods Capital Investors held 12,258 shares of Houlihan Lokey worth $1.64M as of Q2 2026.
  • Alpine Woods Capital Investors bought 283 Houlihan Lokey shares in Q2 2026, an estimated $41.8K.
  • Houlihan Lokey made up 0.36% of Alpine Woods Capital Investors's portfolio in Q2 2026, its #77 holding.
  • Alpine Woods Capital Investors first reported a position in Houlihan Lokey in Q3 2020 and has held it in 24 quarters since.
  • Alpine Woods Capital Investors's Houlihan Lokey position peaked at $1.72M in Q1 2026.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2026, filed 7 Aug 2026.