CIBC Asset Management
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CIBC Asset Management’s Houlihan Lokey HLI Stock Holding History

CIBC Asset Management’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 		$221K Hold
1,644
– – ﹤0.01% 1258
2026
Q1 		$236K Hold
1,644
– – ﹤0.01% 1133
2025
Q4 		$286K Hold
1,644
– – ﹤0.01% 1000
2025
Q3 		$338K Hold
1,644
– – ﹤0.01% 883
2025
Q2 		$296K Hold
1,644
– – ﹤0.01% 907
2025
Q1 		$266K Buy
1,644
+27
+2% +$4.64K ﹤0.01% 921
2024
Q4 		$281K Buy
1,617
+77
+5% +$13.6K ﹤0.01% 919
2024
Q3 		$243K Buy
1,540
+50
+3% +$7.47K ﹤0.01% 980
2024
Q2 		$201K Buy
+1,490
New +$195K ﹤0.01% 1031
2022
Q4 		– Sell
-2,749
Closed -$207K – 1152
2022
Q3 		$207K Hold
2,749
– – ﹤0.01% 1076
2022
Q2 		$217K Sell
2,749
-201
-7% -$16.8K ﹤0.01% 1068
2022
Q1 		$259K Hold
2,950
– – ﹤0.01% 1153
2021
Q4 		$305K Buy
2,950
+110
+4% +$11.7K ﹤0.01% 1063
2021
Q3 		$262K Buy
2,840
+211
+8% +$18.5K ﹤0.01% 1112
2021
Q2 		$215K Buy
+2,629
New +$190K ﹤0.01% 1239

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

CIBC Asset Management's HLI Position: Q2 2026 in Review

CIBC Asset Management held its Houlihan Lokey (HLI) position steady in Q2 2026 at 1,644 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

CIBC Asset Management first reported a position in HLI in Q2 2021 and has held it in 15 quarters since. The position peaked at $338K in Q3 2025. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • CIBC Asset Management held 1,644 shares of Houlihan Lokey worth $221K as of Q2 2026.
  • CIBC Asset Management left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of CIBC Asset Management's portfolio in Q2 2026, its #1258 holding.
  • CIBC Asset Management first reported a position in Houlihan Lokey in Q2 2021 and has held it in 15 quarters since.
  • CIBC Asset Management's Houlihan Lokey position peaked at $338K in Q3 2025.
  • 515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on CIBC Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.