Capital Research Global Investors
HLI icon

Capital Research Global Investors’s Houlihan Lokey HLI Stock Holding History

Capital Research Global 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 		$70.7M Sell
526,868
-787,806
-60% -$116M 0.01% 329
2026
Q1 		$189M Buy
1,314,674
+352,411
+37% +$58M 0.03% 243
2025
Q4 		$168M Buy
962,263
+5,822
+0.6% +$1.07M 0.03% 241
2025
Q3 		$196M Buy
956,441
+157,605
+20% +$30.9M 0.04% 222
2025
Q2 		$144M Buy
798,836
+294,781
+58% +$49.5M 0.03% 260
2025
Q1 		$81.4M Buy
+504,055
New +$86.6M 0.02% 311
2016
Q3 		– Sell
-250,000
Closed -$5.59M – 416
2016
Q2 		$5.59M Sell
250,000
-205,000
-45% -$4.94M ﹤0.01% 407
2016
Q1 		$11.3M Hold
455,000
– – ﹤0.01% 401
2015
Q4 		$11.9M Hold
455,000
– – ﹤0.01% 404
2015
Q3 		$9.92M Buy
+455,000
New +$9.97M ﹤0.01% 413

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 $3.38T AUM 44.17% 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

Capital Research Global Investors's HLI Position: Q2 2026 in Review

Capital Research Global Investors reduced its Houlihan Lokey (HLI) stake by 60% in Q2 2026, selling an estimated $116M and leaving 526,868 shares worth $70.7M. The position accounts for 0.01% of the portfolio, ranked #329.

Capital Research Global Investors first reported a position in HLI in Q3 2015 and has held it in 10 quarters since. The position peaked at $196M in Q3 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Capital Research Global Investors held 526,868 shares of Houlihan Lokey worth $70.7M as of Q2 2026.
  • Capital Research Global Investors sold 787,806 Houlihan Lokey shares in Q2 2026, an estimated $116M.
  • Houlihan Lokey made up 0.01% of Capital Research Global Investors's portfolio in Q2 2026, its #329 holding.
  • Capital Research Global Investors first reported a position in Houlihan Lokey in Q3 2015 and has held it in 10 quarters since.
  • Capital Research Global Investors's Houlihan Lokey position peaked at $196M in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

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