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Hamilton Capital Partners (Canada)’s Houlihan Lokey HLI Stock Holding History

Hamilton Capital Partners (Canada)’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 		$302K Buy
2,250
+520
+30% +$76.7K 0.01% 174
2026
Q1 		$248K Hold
1,730
– – 0.01% 190
2025
Q4 		$301K Buy
1,730
+62
+4% +$11.4K 0.01% 175
2025
Q3 		$342K Hold
1,668
– – 0.01% 178
2025
Q2 		$300K Hold
1,668
– – 0.02% 165
2025
Q1 		$269K Sell
1,668
-48
-3% -$8.24K 0.02% 150
2024
Q4 		$298K Buy
1,716
+54
+3% +$9.51K 0.02% 146
2024
Q3 		$263K Hold
1,662
– – 0.02% 151
2024
Q2 		$224K Sell
1,662
-540
-25% -$70.7K 0.02% 150
2024
Q1 		$282K Sell
2,202
-1,198
-35% -$148K 0.03% 137
2023
Q4 		$408K Buy
3,400
+1,314
+63% +$142K 0.08% 86
2023
Q3 		$223K Sell
2,086
-2,512
-55% -$259K 0.08% 70
2023
Q2 		$452K Hold
4,598
– – 0.16% 25
2023
Q1 		$402K Sell
4,598
-4,438
-49% -$418K 0.15% 40
2022
Q4 		$788K Buy
+9,036
New +$812K 0.33% 27

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

Hamilton Capital Partners (Canada)'s HLI Position: Q2 2026 in Review

Hamilton Capital Partners (Canada) increased its Houlihan Lokey (HLI) stake by 30% in Q2 2026, buying an estimated $76.7K and bringing the position to 2,250 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #174.

Hamilton Capital Partners (Canada) first reported a position in HLI in Q4 2022 and has held it in 15 quarters since. The position peaked at $788K in Q4 2022. 486 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Hamilton Capital Partners (Canada) held 2,250 shares of Houlihan Lokey worth $302K as of Q2 2026.
  • Hamilton Capital Partners (Canada) bought 520 Houlihan Lokey shares in Q2 2026, an estimated $76.7K.
  • Houlihan Lokey made up 0.01% of Hamilton Capital Partners (Canada)'s portfolio in Q2 2026, its #174 holding.
  • Hamilton Capital Partners (Canada) first reported a position in Houlihan Lokey in Q4 2022 and has held it in 15 quarters since.
  • Hamilton Capital Partners (Canada)'s Houlihan Lokey position peaked at $788K in Q4 2022.
  • 486 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Hamilton Capital Partners (Canada)'s 13F filing for Q2 2026, filed 14 Aug 2026.