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AlTi Global’s Houlihan Lokey HLI Stock Holding History

AlTi Global’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 		$215K Sell
1,602
-18
-1% -$2.66K ﹤0.01% 484
2026
Q1 		$233K Sell
1,620
-57
-3% -$9.38K 0.01% 400
2025
Q4 		$292K Buy
+1,677
New +$308K 0.01% 385

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

AlTi Global's HLI Position: Q2 2026 in Review

AlTi Global reduced its Houlihan Lokey (HLI) stake by 1.1% in Q2 2026, selling an estimated $2.66K and leaving 1,602 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

AlTi Global first reported a position in HLI in Q4 2025 and has held it in 3 quarters since. The position peaked at $292K in Q4 2025. 517 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • AlTi Global held 1,602 shares of Houlihan Lokey worth $215K as of Q2 2026.
  • AlTi Global sold 18 Houlihan Lokey shares in Q2 2026, an estimated $2.66K.
  • Houlihan Lokey made up ﹤0.01% of AlTi Global's portfolio in Q2 2026, its #484 holding.
  • AlTi Global first reported a position in Houlihan Lokey in Q4 2025 and has held it in 3 quarters since.
  • AlTi Global's Houlihan Lokey position peaked at $292K in Q4 2025.
  • 517 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.