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Aptus Capital Advisors’s Houlihan Lokey HLI Stock Holding History

Aptus Capital 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 		$8.98M Buy
66,982
+403
+0.6% +$59.5K 0.06% 252
2026
Q1 		$9.56M Buy
66,579
+690
+1% +$114K 0.08% 226
2025
Q4 		$11.5M Buy
65,889
+286
+0.4% +$52.5K 0.08% 195
2025
Q3 		$13.5M Buy
65,603
+8,694
+15% +$1.7M 0.1% 172
2025
Q2 		$10.2M Buy
56,909
+5,008
+10% +$841K 0.08% 187
2025
Q1 		$8.38M Buy
51,901
+5,843
+13% +$1M 0.09% 199
2024
Q4 		$8M Buy
46,058
+8,335
+22% +$1.47M 0.08% 204
2024
Q3 		$5.96M Buy
+37,723
New +$5.64M 0.09% 191

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

Aptus Capital Advisors's HLI Position: Q2 2026 in Review

Aptus Capital Advisors increased its Houlihan Lokey (HLI) stake by 0.61% in Q2 2026, buying an estimated $59.5K and bringing the position to 66,982 shares worth $8.98M. The position accounts for 0.06% of the portfolio, ranked #252.

Aptus Capital Advisors first reported a position in HLI in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.5M in Q3 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Aptus Capital Advisors held 66,982 shares of Houlihan Lokey worth $8.98M as of Q2 2026.
  • Aptus Capital Advisors bought 403 Houlihan Lokey shares in Q2 2026, an estimated $59.5K.
  • Houlihan Lokey made up 0.06% of Aptus Capital Advisors's portfolio in Q2 2026, its #252 holding.
  • Aptus Capital Advisors first reported a position in Houlihan Lokey in Q3 2024 and has held it in 8 quarters since.
  • Aptus Capital Advisors's Houlihan Lokey position peaked at $13.5M in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.