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Ancora Advisors’s Houlihan Lokey HLI Stock Holding History

Ancora Advisors’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 		$28.8M Sell
214,346
-9,011
-4% -$1.33M 0.55% 39
2026
Q1 		$32.1M Sell
223,357
-56,904
-20% -$9.36M 0.68% 31
2025
Q4 		$48.8M Buy
280,261
+3,433
+1% +$630K 1.01% 18
2025
Q3 		$56.8M Sell
276,828
-4,394
-2% -$862K 1.14% 16
2025
Q2 		$50.6M Buy
281,222
+850
+0.3% +$143K 1.05% 17
2025
Q1 		$45.3M Sell
280,372
-3,399
-1% -$584K 1.01% 20
2024
Q4 		$49.3M Sell
283,771
-3,748
-1% -$660K 1.1% 17
2024
Q3 		$45.4M Buy
287,519
+3,226
+1% +$482K 1.03% 20
2024
Q2 		$38.3M Sell
284,293
-1,234
-0.4% -$162K 0.95% 25
2024
Q1 		$36.6M Buy
285,527
+3,782
+1% +$468K 0.83% 30
2023
Q4 		$33.8M Sell
281,745
-1,135
-0.4% -$123K 0.79% 31
2023
Q3 		$30.3M Buy
282,880
+201
+0.1% +$20.7K 0.8% 31
2023
Q2 		$27.8M Sell
282,679
-1,301
-0.5% -$118K 0.73% 30
2023
Q1 		$24.8M Buy
283,980
+34,217
+14% +$3.22M 0.7% 32
2022
Q4 		$21.8M Buy
249,763
+10,538
+4% +$947K 0.63% 35
2022
Q3 		$18M Buy
239,225
+1,524
+0.6% +$123K 0.56% 38
2022
Q2 		$18.8M Buy
237,701
+3,662
+2% +$306K 0.53% 40
2022
Q1 		$20.5M Sell
234,039
-13,295
-5% -$1.37M 0.5% 46
2021
Q4 		$25.6M Sell
247,334
-25,602
-9% -$2.73M 0.61% 40
2021
Q3 		$25.1M Buy
272,936
+1,191
+0.4% +$104K 0.65% 33
2021
Q2 		$22.2M Buy
271,745
+5,965
+2% +$432K 0.58% 41
2021
Q1 		$17.7M Buy
265,780
+43,671
+20% +$2.95M 0.49% 52
2020
Q4 		$14.9M Buy
222,109
+6,564
+3% +$425K 0.48% 55
2020
Q3 		$12.7M Buy
215,545
+198,545
+1,168% +$11.4M 0.51% 53
2020
Q2 		$946K Buy
17,000
+3,130
+23% +$182K 0.04% 325
2020
Q1 		$723K Buy
+13,870
New +$719K 0.03% 376

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

Ancora Advisors's HLI Position: Q2 2026 in Review

Ancora Advisors reduced its Houlihan Lokey (HLI) stake by 4% in Q2 2026, selling an estimated $1.33M and leaving 214,346 shares worth $28.8M. The position accounts for 0.55% of the portfolio, ranked #39.

Ancora Advisors first reported a position in HLI in Q1 2020 and has held it in 26 quarters since. The position peaked at $56.8M in Q3 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Ancora Advisors held 214,346 shares of Houlihan Lokey worth $28.8M as of Q2 2026.
  • Ancora Advisors sold 9,011 Houlihan Lokey shares in Q2 2026, an estimated $1.33M.
  • Houlihan Lokey made up 0.55% of Ancora Advisors's portfolio in Q2 2026, its #39 holding.
  • Ancora Advisors first reported a position in Houlihan Lokey in Q1 2020 and has held it in 26 quarters since.
  • Ancora Advisors's Houlihan Lokey position peaked at $56.8M in Q3 2025.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.