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B. Riley Wealth Advisors’s Houlihan Lokey HLI Stock Holding History

B. Riley Wealth 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
2025
Q4 		– Sell
-3,173
Closed -$652K – 1089
2025
Q3 		$652K Sell
3,173
-207
-6% -$40.6K 0.03% 452
2025
Q2 		$608K Buy
+3,380
New +$568K 0.03% 465
2024
Q4 		$459K Buy
+2,645
New +$466K 0.02% 726
2022
Q1 		– Sell
-3,272
Closed -$339K – 1444
2021
Q4 		$339K Buy
3,272
+230
+8% +$24.6K 0.01% 1005
2021
Q3 		$279K Buy
+3,042
New +$267K 0.01% 1082
2021
Q1 		– Sell
-4,192
Closed -$282K – 1381
2020
Q4 		$282K Sell
4,192
-389
-8% -$25.2K 0.02% 793
2020
Q3 		$270K Buy
4,581
+73
+2% +$4.18K 0.01% 740
2020
Q2 		$252K Buy
4,508
+15
+0.3% +$874 0.02% 687
2020
Q1 		$236K Buy
4,493
+229
+5% +$11.9K 0.02% 609
2019
Q4 		$209K Sell
4,264
-2,645
-38% -$125K 0.02% 743
2019
Q3 		$312K Buy
6,909
+1,070
+18% +$47.4K 0.03% 578
2019
Q2 		$260K Buy
+5,839
New +$273K 0.03% 623
2018
Q4 		– Sell
-6,601
Closed -$297K – 697
2018
Q3 		$297K Buy
6,601
+1,177
+22% +$57K 0.04% 498
2018
Q2 		$278K Buy
5,424
+166
+3% +$7.94K 0.04% 497
2018
Q1 		$235K Buy
+5,258
New +$249K 0.03% 531

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

B. Riley Wealth Advisors's HLI Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of Houlihan Lokey (HLI) in Q4 2025, closing a stake of 3,173 shares — an estimated $652K sold.

B. Riley Wealth Advisors first reported a position in HLI in Q1 2018 and held it in 15 quarters. The position peaked at $652K in Q3 2025. 576 funds tracked by Wall St. Rank hold HLI as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining Houlihan Lokey position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,173 Houlihan Lokey shares in Q4 2025, an estimated $652K.
  • B. Riley Wealth Advisors first reported a position in Houlihan Lokey in Q1 2018 and held it in 15 quarters.
  • B. Riley Wealth Advisors's Houlihan Lokey position peaked at $652K in Q3 2025.
  • 576 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.