Citadel Advisors’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.41M | Sell |
9,800
-5,000
| -34% | -$823K | ﹤0.01% | 6864 |
|
|
2025
Q4 | $2.58M | Buy |
14,800
+1,200
| +9% | +$220K | ﹤0.01% | 5456 |
|
|
2025
Q3 | $2.79M | Buy |
13,600
+7,200
| +113% | +$1.41M | ﹤0.01% | 5430 |
|
|
2025
Q2 | $1.15M | Sell |
6,400
-8,600
| -57% | -$1.44M | ﹤0.01% | 6773 |
|
|
2025
Q1 | $2.42M | Buy |
15,000
+10,600
| +241% | +$1.82M | ﹤0.01% | 5158 |
|
|
2024
Q4 | $764K | Sell |
4,400
-1,800
| -29% | -$317K | ﹤0.01% | 7600 |
|
|
2024
Q3 | $980K | Sell |
6,200
-13,600
| -69% | -$2.03M | ﹤0.01% | 6909 |
|
|
2024
Q2 | $2.67M | Buy |
19,800
+2,900
| +17% | +$380K | ﹤0.01% | 4783 |
|
|
2024
Q1 | $2.17M | Sell |
16,900
-900
| -5% | -$111K | ﹤0.01% | 5366 |
|
|
2023
Q4 | $2.13M | Sell |
17,800
-12,700
| -42% | -$1.38M | ﹤0.01% | 5240 |
|
|
2023
Q3 | $3.27M | Buy |
30,500
+21,300
| +232% | +$2.2M | ﹤0.01% | 4337 |
|
|
2023
Q2 | $904K | Sell |
9,200
-2,300
| -20% | -$208K | ﹤0.01% | 6664 |
|
|
2023
Q1 | $1.01M | Sell |
11,500
-1,200
| -9% | -$113K | ﹤0.01% | 6775 |
|
|
2022
Q4 | $1.11M | Buy |
12,700
+4,000
| +46% | +$360K | ﹤0.01% | 6619 |
|
|
2022
Q3 | $656K | Sell |
8,700
-2,100
| -19% | -$170K | ﹤0.01% | 7882 |
|
|
2022
Q2 | $852K | Buy |
10,800
+2,500
| +30% | +$209K | ﹤0.01% | 7393 |
|
|
2022
Q1 | $729K | Sell |
8,300
-5,000
| -38% | -$515K | ﹤0.01% | 8470 |
|
|
2021
Q4 | $1.38M | Sell |
13,300
-13,400
| -50% | -$1.43M | ﹤0.01% | 7088 |
|
|
2021
Q3 | $2.46M | Buy |
26,700
+13,500
| +102% | +$1.18M | ﹤0.01% | 5846 |
|
|
2021
Q2 | $1.08M | Buy |
+13,200
| New | +$956K | ﹤0.01% | 8177 |
|
|
2021
Q1 | – | Sell |
-11,400
| Closed | -$766K | – | 13400 |
|
|
2020
Q4 | $766K | Buy |
+11,400
| New | +$739K | ﹤0.01% | 7347 |
|
|
2020
Q3 | – | Sell |
-5,200
| Closed | -$289K | – | 10329 |
|
|
2020
Q2 | $289K | Buy |
5,200
+300
| +6% | +$17.5K | ﹤0.01% | 7966 |
|
|
2020
Q1 | $255K | Buy |
+4,900
| New | +$254K | ﹤0.01% | 7599 |
|
|
2019
Q4 | – | Sell |
-5,100
| Closed | -$230K | – | 9373 |
|
|
2019
Q3 | $230K | Buy |
+5,100
| New | +$226K | ﹤0.01% | 7971 |
|
|
2018
Q4 | – | Sell |
-5,700
| Closed | -$256K | – | 9387 |
|
|
2018
Q3 | $256K | Buy |
+5,700
| New | +$276K | ﹤0.01% | 7832 |
|
|
2016
Q1 | – | Sell |
-400
| Closed | -$10K | – | 7267 |
|
|
2015
Q4 | $10K | Buy |
+400
| New | +$9.12K | ﹤0.01% | 8268 |
|
Other funds holding HLI
VPM
VCM
Citadel Advisors's HLI Position: Q1 2026 in Review
Citadel Advisors increased its Houlihan Lokey (HLI) stake by 628% in Q1 2026, buying an estimated $69.3M and bringing the position to 488,152 shares worth $70.1M. The position accounts for 0.01% of the portfolio, ranked #1085.
Citadel Advisors first reported a position in HLI in Q3 2015 and has held it in 37 quarters since. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.
- Citadel Advisors held 488,152 shares of Houlihan Lokey worth $70.1M as of Q1 2026.
- Citadel Advisors bought 421,069 Houlihan Lokey shares in Q1 2026, an estimated $69.3M.
- Houlihan Lokey made up 0.01% of Citadel Advisors's portfolio in Q1 2026, its #1085 holding.
- Citadel Advisors first reported a position in Houlihan Lokey in Q3 2015 and has held it in 37 quarters since.
- 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.
Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.