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Bridges Investment Management’s Houlihan Lokey HLI Stock Holding History

Bridges Investment Management’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 		$517K Sell
3,851
-566
-13% -$83.5K 0.01% 310
2026
Q1 		$634K Sell
4,417
-616
-12% -$101K 0.01% 274
2025
Q4 		$877K Buy
5,033
+590
+13% +$108K 0.01% 251
2025
Q3 		$912K Sell
4,443
-44
-1% -$8.63K 0.01% 252
2025
Q2 		$807K Buy
4,487
+366
+9% +$61.5K 0.01% 255
2025
Q1 		$666K Sell
4,121
-844
-17% -$145K 0.01% 264
2024
Q4 		$862K Buy
4,965
+207
+4% +$36.5K 0.01% 225
2024
Q3 		$752K Buy
4,758
+167
+4% +$24.9K 0.01% 237
2024
Q2 		$619K Buy
+4,591
New +$601K 0.01% 242
2019
Q4 		– Sell
-33,320
Closed -$1.5M – 324
2019
Q3 		$1.5M Hold
33,320
– – 0.06% 159
2019
Q2 		$1.48M Hold
33,320
– – 0.06% 154
2019
Q1 		$1.53M Buy
33,320
+6,120
+23% +$270K 0.06% 152
2018
Q4 		$1M Buy
+27,200
New +$1.11M 0.05% 179

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

Bridges Investment Management's HLI Position: Q2 2026 in Review

Bridges Investment Management reduced its Houlihan Lokey (HLI) stake by 13% in Q2 2026, selling an estimated $83.5K and leaving 3,851 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #310.

Bridges Investment Management first reported a position in HLI in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.53M in Q1 2019. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Bridges Investment Management held 3,851 shares of Houlihan Lokey worth $517K as of Q2 2026.
  • Bridges Investment Management sold 566 Houlihan Lokey shares in Q2 2026, an estimated $83.5K.
  • Houlihan Lokey made up 0.01% of Bridges Investment Management's portfolio in Q2 2026, its #310 holding.
  • Bridges Investment Management first reported a position in Houlihan Lokey in Q4 2018 and has held it in 13 quarters since.
  • Bridges Investment Management's Houlihan Lokey position peaked at $1.53M in Q1 2019.
  • 515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.