Cerity Partners
HLI icon

Cerity Partners’s Houlihan Lokey HLI Stock Holding History

Cerity Partners’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 		$2.96M Buy
22,041
+3,830
+21% +$565K ﹤0.01% 1364
2026
Q1 		$2.62M Sell
18,211
-692
-4% -$114K ﹤0.01% 1332
2025
Q4 		$3.29M Sell
18,903
-2,106
-10% -$387K ﹤0.01% 1124
2025
Q3 		$4.31M Buy
21,009
+283
+1% +$55.5K 0.01% 923
2025
Q2 		$3.73M Buy
20,726
+17,928
+641% +$3.01M 0.01% 941
2025
Q1 		$452K Sell
2,798
-533
-16% -$91.5K ﹤0.01% 1817
2024
Q4 		$572K Buy
3,331
+1,031
+45% +$182K ﹤0.01% 1686
2024
Q3 		$364K Buy
2,300
+397
+21% +$59.3K ﹤0.01% 1946
2024
Q2 		$257K Sell
1,903
-97
-5% -$12.7K ﹤0.01% 1904
2024
Q1 		$256K Buy
+2,000
New +$247K ﹤0.01% 1960

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

Cerity Partners's HLI Position: Q2 2026 in Review

Cerity Partners increased its Houlihan Lokey (HLI) stake by 21% in Q2 2026, buying an estimated $565K and bringing the position to 22,041 shares worth $2.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Cerity Partners first reported a position in HLI in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.31M in Q3 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Cerity Partners held 22,041 shares of Houlihan Lokey worth $2.96M as of Q2 2026.
  • Cerity Partners bought 3,830 Houlihan Lokey shares in Q2 2026, an estimated $565K.
  • Houlihan Lokey made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1364 holding.
  • Cerity Partners first reported a position in Houlihan Lokey in Q1 2024 and has held it in 10 quarters since.
  • Cerity Partners's Houlihan Lokey position peaked at $4.31M in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.