Brown Brothers Harriman & Co’s Houlihan Lokey HLI Stock Holding History

Brown Brothers Harriman & Co’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	$119K	Hold	885	–	–	﹤0.01%	961
2026 Q1	$127K	Buy	885 +69	+8%	+$11.4K	﹤0.01%	887
2025 Q4	$142K	Sell	816 -492	-38%	-$90.3K	﹤0.01%	837
2025 Q3	$269K	Buy	1,308 +504	+63%	+$98.8K	﹤0.01%	619
2025 Q2	$145K	Buy	804 +241	+43%	+$40.5K	﹤0.01%	708
2025 Q1	$90.9K	Sell	563 -92	-14%	-$15.8K	﹤0.01%	713
2024 Q4	$114K	Buy	655 +517	+375%	+$91K	﹤0.01%	695
2024 Q3	$21.8K	Buy	+138	New	+$20.6K	﹤0.01%	931
2024 Q1	–	Sell	-75	Closed	-$8.99K	–	1195
2023 Q4	$8.99K	Hold	75	–	–	﹤0.01%	955
2023 Q3	$8.03K	Hold	75	–	–	﹤0.01%	979
2023 Q2	$7.37K	Buy	75 +42	+127%	+$3.8K	﹤0.01%	1006
2023 Q1	$2.89K	Buy	+33	New	+$3.1K	﹤0.01%	1123
2021 Q4	–	Sell	-110	Closed	-$10	–	1181
2021 Q3	$10	Buy	+110	New	+$9.64K	﹤0.01%	903

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Brown Brothers Harriman & Co's HLI Position: Q2 2026 in Review

Brown Brothers Harriman & Co held its Houlihan Lokey (HLI) position steady in Q2 2026 at 885 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Brown Brothers Harriman & Co first reported a position in HLI in Q3 2021 and has held it in 13 quarters since. The position peaked at $269K in Q3 2025. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Brown Brothers Harriman & Co held 885 shares of Houlihan Lokey worth $119K as of Q2 2026.
Brown Brothers Harriman & Co left its Houlihan Lokey share count unchanged in Q2 2026.
Houlihan Lokey made up ﹤0.01% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #961 holding.
Brown Brothers Harriman & Co first reported a position in Houlihan Lokey in Q3 2021 and has held it in 13 quarters since.
Brown Brothers Harriman & Co's Houlihan Lokey position peaked at $269K in Q3 2025.
515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.