Capital International Investors’s Houlihan Lokey HLI Stock Holding History

Capital International Investors’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	$54.5M	Buy	406,531 +293,572	+260%	+$43.3M	0.01%	347
2026 Q1	$16.2M	Sell	112,959 -200,273	-64%	-$32.9M	﹤0.01%	396
2025 Q4	$54.6M	Sell	313,232 -257,672	-45%	-$47.3M	0.01%	339
2025 Q3	$117M	Sell	570,904 -227,454	-28%	-$44.6M	0.02%	281
2025 Q2	$144M	Buy	798,358 +3,447	+0.4%	+$579K	0.02%	249
2025 Q1	$128M	Buy	794,911 +1,619	+0.2%	+$278K	0.03%	259
2024 Q4	$138M	Buy	793,292 +301	+0%	+$53K	0.03%	258
2024 Q3	$125M	Buy	792,991 +162	+0%	+$24.2K	0.02%	255
2024 Q2	$107M	Buy	792,829 +480	+0.1%	+$62.8K	0.02%	260
2024 Q1	$102M	Buy	792,349 +276	+0%	+$34.1K	0.02%	275
2023 Q4	$95M	Buy	792,073 +286,746	+57%	+$31.1M	0.02%	285
2023 Q3	$54.1M	Sell	505,327 -5	-0%	-$516	0.01%	317
2023 Q2	$49.7M	Buy	+505,332	New	+$45.7M	0.01%	336

Other funds holding HLI

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Capital International Investors's HLI Position: Q2 2026 in Review

Capital International Investors increased its Houlihan Lokey (HLI) stake by 260% in Q2 2026, buying an estimated $43.3M and bringing the position to 406,531 shares worth $54.5M. The position accounts for 0.01% of the portfolio, ranked #347.

Capital International Investors first reported a position in HLI in Q2 2023 and has held it in 13 quarters since. The position peaked at $144M in Q2 2025. 397 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Capital International Investors held 406,531 shares of Houlihan Lokey worth $54.5M as of Q2 2026.
Capital International Investors bought 293,572 Houlihan Lokey shares in Q2 2026, an estimated $43.3M.
Houlihan Lokey made up 0.01% of Capital International Investors's portfolio in Q2 2026, its #347 holding.
Capital International Investors first reported a position in Houlihan Lokey in Q2 2023 and has held it in 13 quarters since.
Capital International Investors's Houlihan Lokey position peaked at $144M in Q2 2025.
397 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Capital International Investors's 13F filing for Q2 2026, filed 12 Aug 2026.