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Bridgewater Associates’s Houlihan Lokey HLI Stock Holding History

Bridgewater Associates’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 		$2.15M Sell
16,007
-4,542
-22% -$670K 0.01% 698
2026
Q1 		$2.95M Buy
20,549
+16,951
+471% +$2.79M 0.01% 560
2025
Q4 		$627K Buy
+3,598
New +$660K ﹤0.01% 944
2025
Q1 		– Sell
-6,237
Closed -$1.08M – 732
2024
Q4 		$1.08M Sell
6,237
-512
-8% -$90.2K 0.01% 498
2024
Q3 		$1.07M Buy
6,749
+267
+4% +$39.9K 0.01% 593
2024
Q2 		$874K Buy
+6,482
New +$848K ﹤0.01% 685
2024
Q1 		– Sell
-14,377
Closed -$1.72M – 738
2023
Q4 		$1.72M Buy
14,377
+1,443
+11% +$156K 0.01% 542
2023
Q3 		$1.39M Buy
+12,934
New +$1.33M 0.01% 560

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 $3.38T AUM 44.17% 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

Bridgewater Associates's HLI Position: Q2 2026 in Review

Bridgewater Associates reduced its Houlihan Lokey (HLI) stake by 22% in Q2 2026, selling an estimated $670K and leaving 16,007 shares worth $2.15M. The position accounts for 0.01% of the portfolio, ranked #698.

Bridgewater Associates first reported a position in HLI in Q3 2023 and has held it in 8 quarters since. The position peaked at $2.95M in Q1 2026. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Bridgewater Associates held 16,007 shares of Houlihan Lokey worth $2.15M as of Q2 2026.
  • Bridgewater Associates sold 4,542 Houlihan Lokey shares in Q2 2026, an estimated $670K.
  • Houlihan Lokey made up 0.01% of Bridgewater Associates's portfolio in Q2 2026, its #698 holding.
  • Bridgewater Associates first reported a position in Houlihan Lokey in Q3 2023 and has held it in 8 quarters since.
  • Bridgewater Associates's Houlihan Lokey position peaked at $2.95M in Q1 2026.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.