Baird Financial Group
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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
Q2 		$2.73M Buy
20,327
+538
+3% +$79.4K ﹤0.01% 991
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
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

Baird Financial Group's HLI Position: Q2 2026 in Review

Baird Financial Group increased its Houlihan Lokey (HLI) stake by 2.7% in Q2 2026, buying an estimated $79.4K and bringing the position to 20,327 shares worth $2.73M. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Baird Financial Group first reported a position in HLI in Q2 2021 and has held it in 14 quarters since. The position peaked at $8.31M in Q1 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Baird Financial Group held 20,327 shares of Houlihan Lokey worth $2.73M as of Q2 2026.
  • Baird Financial Group bought 538 Houlihan Lokey shares in Q2 2026, an estimated $79.4K.
  • Houlihan Lokey made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #991 holding.
  • Baird Financial Group first reported a position in Houlihan Lokey in Q2 2021 and has held it in 14 quarters since.
  • Baird Financial Group's Houlihan Lokey position peaked at $8.31M in Q1 2025.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.