Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Houlihan Lokey HLI Stock Holding History

Cambridge Investment Research Advisors’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 		$305K Buy
2,276
+81
+4% +$12K ﹤0.01% 3432
2026
Q1 		$315K Sell
2,195
-108
-5% -$17.8K ﹤0.01% 3236
2025
Q4 		$401K Buy
2,303
+15
+0.7% +$2.75K ﹤0.01% 2931
2025
Q3 		$470K Sell
2,288
-1,336
-37% -$262K ﹤0.01% 2735
2025
Q2 		$652K Buy
3,624
+11
+0.3% +$1.85K ﹤0.01% 2300
2025
Q1 		$583K Buy
3,613
+2,036
+129% +$350K ﹤0.01% 2286
2024
Q4 		$274K Buy
+1,577
New +$278K ﹤0.01% 2905

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

Cambridge Investment Research Advisors's HLI Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Houlihan Lokey (HLI) stake by 3.7% in Q2 2026, buying an estimated $12K and bringing the position to 2,276 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #3432.

Cambridge Investment Research Advisors first reported a position in HLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $652K in Q2 2025. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Cambridge Investment Research Advisors held 2,276 shares of Houlihan Lokey worth $305K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 81 Houlihan Lokey shares in Q2 2026, an estimated $12K.
  • Houlihan Lokey made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3432 holding.
  • Cambridge Investment Research Advisors first reported a position in Houlihan Lokey in Q4 2024 and has held it in 7 quarters since.
  • Cambridge Investment Research Advisors's Houlihan Lokey position peaked at $652K in Q2 2025.
  • 515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.