AIM
HLI icon

AXA Investment Managers’s Houlihan Lokey HLI Stock Holding History

AXA Investment Managers’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
2025
Q3 		$17.4M Buy
+84,663
New +$16.6M 0.05% 308

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

AXA Investment Managers's HLI Position: Q3 2025 in Review

AXA Investment Managers opened a new position in Houlihan Lokey (HLI) in Q3 2025: 84,663 shares worth $17.4M. The stake represents 0.05% of the portfolio and ranks #308 among its holdings.

551 funds tracked by Wall St. Rank hold HLI as of Q3 2025.

  • AXA Investment Managers held 84,663 shares of Houlihan Lokey worth $17.4M as of Q3 2025.
  • Houlihan Lokey was a new AXA Investment Managers position in Q3 2025.
  • Houlihan Lokey made up 0.05% of AXA Investment Managers's portfolio in Q3 2025, its #308 holding.
  • 551 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2025.

Based on AXA Investment Managers's 13F filing for Q3 2025, filed 14 Nov 2025.