AI
HLI icon

Atria Investments’s Houlihan Lokey HLI Stock Holding History

Atria Investments’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 		$1.15M Sell
8,597
-6,825
-44% -$1.01M 0.01% 1035
2026
Q1 		$2.21M Sell
15,422
-4,228
-22% -$696K 0.02% 667
2025
Q4 		$3.42M Buy
19,650
+93
+0.5% +$17.1K 0.04% 511
2025
Q3 		$4.02M Sell
19,557
-232
-1% -$45.5K 0.05% 462
2025
Q2 		$3.56M Buy
19,789
+2,354
+14% +$395K 0.04% 506
2025
Q1 		$2.82M Sell
17,435
-2,514
-13% -$432K 0.04% 569
2024
Q4 		$3.46M Sell
19,949
-2,548
-11% -$449K 0.04% 474
2024
Q3 		$3.55M Buy
22,497
+809
+4% +$121K 0.04% 465
2024
Q2 		$2.92M Buy
21,688
+1,089
+5% +$143K 0.04% 508
2024
Q1 		$2.64M Sell
20,599
-980
-5% -$121K 0.04% 548
2023
Q4 		$2.59M Buy
21,579
+3,367
+18% +$365K 0.04% 501
2023
Q3 		$1.95M Buy
18,212
+4,814
+36% +$496K 0.03% 576
2023
Q2 		$1.32M Sell
13,398
-567
-4% -$51.3K 0.02% 724
2023
Q1 		$1.22M Sell
13,965
-1,450
-9% -$136K 0.02% 730
2022
Q4 		$1.34M Buy
15,415
+1,451
+10% +$130K 0.03% 647
2022
Q3 		$1.05M Sell
13,964
-657
-4% -$53.2K 0.02% 705
2022
Q2 		$1.15M Sell
14,621
-351
-2% -$29.3K 0.02% 691
2022
Q1 		$1.31M Buy
14,972
+1,322
+10% +$136K 0.02% 733
2021
Q4 		$1.41M Sell
13,650
-1,557
-10% -$166K 0.03% 694
2021
Q3 		$1.4M Sell
15,207
-764
-5% -$67K 0.03% 665
2021
Q2 		$1.31M Buy
+15,971
New +$1.16M 0.03% 670
2020
Q1 		– Sell
-9,115
Closed -$445K – 813
2019
Q4 		$445K Buy
+9,115
New +$430K 0.01% 827

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

Atria Investments's HLI Position: Q2 2026 in Review

Atria Investments reduced its Houlihan Lokey (HLI) stake by 44% in Q2 2026, selling an estimated $1.01M and leaving 8,597 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1035.

Atria Investments first reported a position in HLI in Q4 2019 and has held it in 22 quarters since. The position peaked at $4.02M in Q3 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Atria Investments held 8,597 shares of Houlihan Lokey worth $1.15M as of Q2 2026.
  • Atria Investments sold 6,825 Houlihan Lokey shares in Q2 2026, an estimated $1.01M.
  • Houlihan Lokey made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1035 holding.
  • Atria Investments first reported a position in Houlihan Lokey in Q4 2019 and has held it in 22 quarters since.
  • Atria Investments's Houlihan Lokey position peaked at $4.02M in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.