Baird Financial Group

Baird Financial Group’s Houlihan Lokey HLI Stock Holding History

Baird Financial Group’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 Q1	$2.84M	Sell	19,789 -5,321	-21%	-$875K	﹤0.01%	927
2025 Q4	$4.37M	Sell	25,110 -2,462	-9%	-$452K	0.01%	775
2025 Q3	$5.66M	Sell	27,572 -4,691	-15%	-$920K	0.01%	693
2025 Q2	$5.81M	Sell	32,263 -19,206	-37%	-$3.23M	0.01%	671
2025 Q1	$8.31M	Buy	51,469 +48,326	+1,538%	+$8.3M	0.02%	546
2024 Q4	$546K	Buy	+3,143	New	+$553K	﹤0.01%	1356
2024 Q3	–	Sell	-2,544	Closed	-$343K	–	1775
2024 Q2	$343K	Buy	2,544 +602	+31%	+$78.8K	﹤0.01%	1515
2024 Q1	$249K	Buy	+1,942	New	+$240K	﹤0.01%	1616
2022 Q3	–	Sell	-20,994	Closed	-$1.66M	–	1761
2022 Q2	$1.66M	Sell	20,994 -347	-2%	-$29K	﹤0.01%	915
2022 Q1	$1.87M	Sell	21,341 -4,395	-17%	-$452K	﹤0.01%	934
2021 Q4	$2.66M	Sell	25,736 -853	-3%	-$91.1K	0.01%	816
2021 Q3	$2.45M	Buy	26,589 +17,870	+205%	+$1.57M	0.01%	872
2021 Q2	$713K	Buy	+8,719	New	+$631K	﹤0.01%	1303

Other funds holding HLI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 $528B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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