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Caitong International Asset Management’s Houlihan Lokey HLI Stock Holding History

Caitong International Asset 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 		$134 Buy
+1
New +$148 ﹤0.01% 2106
2026
Q1 		– Sell
-983
Closed -$171K – 2794
2025
Q4 		$171K Buy
+983
New +$180K 0.04% 252
2025
Q2 		– Sell
-267
Closed -$43.1K – 2198
2025
Q1 		$43.1K Buy
267
+260
+3,714% +$44.7K 0.03% 540
2024
Q4 		$1.22K Buy
+7
New +$1.23K ﹤0.01% 1288

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

Caitong International Asset Management's HLI Position: Q2 2026 in Review

Caitong International Asset Management opened a new position in Houlihan Lokey (HLI) in Q2 2026: 1 share worth $134. The stake represents ﹤0.01% of the portfolio and ranks #2106 among its holdings. This is a return to the name: Caitong International Asset Management previously reported a position in HLI as recently as Q4 2025.

Caitong International Asset Management first reported a position in HLI in Q4 2024 and has held it in 4 quarters since. The position peaked at $171K in Q4 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Caitong International Asset Management held 1 share of Houlihan Lokey worth $134 as of Q2 2026.
  • Houlihan Lokey was a new Caitong International Asset Management position in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Caitong International Asset Management's portfolio in Q2 2026, its #2106 holding.
  • Caitong International Asset Management first reported a position in Houlihan Lokey in Q4 2024 and has held it in 4 quarters since.
  • Caitong International Asset Management's Houlihan Lokey position peaked at $171K in Q4 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.