CIBC World Markets’s Houlihan Lokey HLI Stock Holding History

CIBC World Markets’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
2025 Q4	$897K	Buy	+5,150	New	+$945K	﹤0.01%	752

Other funds holding HLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIBC World Markets's HLI Position: Q4 2025 in Review

CIBC World Markets opened a new position in Houlihan Lokey (HLI) in Q4 2025: 5,150 shares worth $897K. The stake represents ﹤0.01% of the portfolio and ranks #752 among its holdings.

577 funds tracked by Wall St. Rank hold HLI as of Q4 2025.

CIBC World Markets held 5,150 shares of Houlihan Lokey worth $897K as of Q4 2025.
Houlihan Lokey was a new CIBC World Markets position in Q4 2025.
Houlihan Lokey made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #752 holding.
577 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.