Bessemer Group
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Bessemer Group’s Houlihan Lokey HLI Stock Holding History

Bessemer 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 		$19K Sell
143
-211
-60% -$31.1K ﹤0.01% 2015
2026
Q1 		$51K Sell
354
-835
-70% -$137K ﹤0.01% 1669
2025
Q4 		$208K Sell
1,189
-481
-29% -$88.3K ﹤0.01% 1352
2025
Q3 		$343K Buy
1,670
+171
+11% +$33.5K ﹤0.01% 978
2025
Q2 		$270K Sell
1,499
-2
-0.1% -$336 ﹤0.01% 1023
2025
Q1 		$242K Sell
1,501
-128
-8% -$22K ﹤0.01% 1040
2024
Q4 		$283K Sell
1,629
-291
-15% -$51.2K ﹤0.01% 1012
2024
Q3 		$303K Buy
1,920
+1,102
+135% +$165K ﹤0.01% 1028
2024
Q2 		$111K Buy
818
+88
+12% +$11.5K ﹤0.01% 1149
2024
Q1 		$94K Hold
730
– – ﹤0.01% 1191
2023
Q4 		$87K Buy
730
+92
+14% +$9.97K ﹤0.01% 1245
2023
Q3 		$68K Hold
638
– – ﹤0.01% 1285
2023
Q2 		$63K Buy
638
+442
+226% +$40K ﹤0.01% 1329
2023
Q1 		$17K Sell
196
-232
-54% -$21.8K ﹤0.01% 1402
2022
Q4 		$37K Buy
428
+12
+3% +$1.08K ﹤0.01% 1201
2022
Q3 		$31K Buy
+416
New +$33.7K ﹤0.01% 1267
2021
Q2 		– Sell
-1,064
Closed -$71K – 1602
2021
Q1 		$71K Buy
1,064
+1,007
+1,767% +$68K ﹤0.01% 942
2020
Q4 		$4K Sell
57
-52
-48% -$3.37K ﹤0.01% 1400
2020
Q3 		$6K Buy
+109
New +$6.25K ﹤0.01% 1173
2018
Q3 		– Sell
-8,800
Closed -$451K – 1844
2018
Q2 		$451K Hold
8,800
– – ﹤0.01% 796
2018
Q1 		$392K Buy
8,800
+8,200
+1,367% +$388K ﹤0.01% 853
2017
Q4 		$27K Buy
+600
New +$25.7K ﹤0.01% 1367

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

Bessemer Group's HLI Position: Q2 2026 in Review

Bessemer Group reduced its Houlihan Lokey (HLI) stake by 60% in Q2 2026, selling an estimated $31.1K and leaving 143 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

Bessemer Group first reported a position in HLI in Q4 2017 and has held it in 22 quarters since. The position peaked at $451K in Q2 2018. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Bessemer Group held 143 shares of Houlihan Lokey worth $19K as of Q2 2026.
  • Bessemer Group sold 211 Houlihan Lokey shares in Q2 2026, an estimated $31.1K.
  • Houlihan Lokey made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #2015 holding.
  • Bessemer Group first reported a position in Houlihan Lokey in Q4 2017 and has held it in 22 quarters since.
  • Bessemer Group's Houlihan Lokey position peaked at $451K in Q2 2018.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

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