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Callan Family Office’s Houlihan Lokey HLI Stock Holding History

Callan Family Office’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 		$873K Buy
6,505
+904
+16% +$133K 0.02% 632
2026
Q1 		$804K Buy
5,601
+1,497
+36% +$246K 0.02% 622
2025
Q4 		$715K Buy
4,104
+2,032
+98% +$373K 0.02% 656
2025
Q3 		$425K Sell
2,072
-2,616
-56% -$513K 0.01% 580
2025
Q2 		$844K Buy
4,688
+3,188
+213% +$536K 0.03% 442
2025
Q1 		$242K Buy
1,500
+87
+6% +$14.9K 0.02% 480
2024
Q4 		$245K Buy
+1,413
New +$249K 0.02% 548

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

Callan Family Office's HLI Position: Q2 2026 in Review

Callan Family Office increased its Houlihan Lokey (HLI) stake by 16% in Q2 2026, buying an estimated $133K and bringing the position to 6,505 shares worth $873K. The position accounts for 0.02% of the portfolio, ranked #632.

Callan Family Office first reported a position in HLI in Q4 2024 and has held it in 7 quarters since. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Callan Family Office held 6,505 shares of Houlihan Lokey worth $873K as of Q2 2026.
  • Callan Family Office bought 904 Houlihan Lokey shares in Q2 2026, an estimated $133K.
  • Houlihan Lokey made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #632 holding.
  • Callan Family Office first reported a position in Houlihan Lokey in Q4 2024 and has held it in 7 quarters since.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.