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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors's HLI Position: Q1 2026 in Review

Capital Research Global Investors increased its Houlihan Lokey (HLI) stake by 37% in Q1 2026, buying an estimated $58M and bringing the position to 1,314,674 shares worth $189M. The position accounts for 0.03% of the portfolio, ranked #243.

Capital Research Global Investors first reported a position in HLI in Q3 2015 and has held it in 9 quarters since. The position peaked at $196M in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

Capital Research Global Investors held 1,314,674 shares of Houlihan Lokey worth $189M as of Q1 2026.
Capital Research Global Investors bought 352,411 Houlihan Lokey shares in Q1 2026, an estimated $58M.
Houlihan Lokey made up 0.03% of Capital Research Global Investors's portfolio in Q1 2026, its #243 holding.
Capital Research Global Investors first reported a position in Houlihan Lokey in Q3 2015 and has held it in 9 quarters since.
Capital Research Global Investors's Houlihan Lokey position peaked at $196M in Q3 2025.
544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Capital Research Global Investors's 13F filing for Q1 2026, filed 13 May 2026.