Citadel Advisors
HLI icon

Citadel Advisors’s Houlihan Lokey HLI Stock Holding History

Citadel Advisors’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 		– Sell
-16,300
Closed -$2.84M – 13507
2025
Q4 		$2.84M Buy
16,300
+14,800
+987% +$2.72M ﹤0.01% 5276
2025
Q3 		$308K Sell
1,500
-1,900
-56% -$373K ﹤0.01% 10307
2025
Q2 		$612K Sell
3,400
-4,100
-55% -$689K ﹤0.01% 8156
2025
Q1 		$1.21M Buy
7,500
+1,400
+23% +$240K ﹤0.01% 6529
2024
Q4 		$1.06M Buy
6,100
+600
+11% +$106K ﹤0.01% 6887
2024
Q3 		$869K Buy
5,500
+900
+20% +$134K ﹤0.01% 7143
2024
Q2 		$620K Buy
4,600
+3,600
+360% +$471K ﹤0.01% 7605
2024
Q1 		$128K Buy
1,000
+600
+150% +$74.2K ﹤0.01% 11009
2023
Q4 		$48K Sell
400
-400
-50% -$43.4K ﹤0.01% 11820
2023
Q3 		$85.7K Buy
800
+300
+60% +$30.9K ﹤0.01% 11081
2023
Q2 		$49.2K Sell
500
-2,700
-84% -$244K ﹤0.01% 11820
2023
Q1 		$280K Sell
3,200
-500
-14% -$47K ﹤0.01% 9509
2022
Q4 		$322K Sell
3,700
-1,300
-26% -$117K ﹤0.01% 9157
2022
Q3 		$377K Buy
5,000
+1,000
+25% +$81K ﹤0.01% 9074
2022
Q2 		$316K Sell
4,000
-2,700
-40% -$226K ﹤0.01% 9685
2022
Q1 		$588K Sell
6,700
-3,700
-36% -$381K ﹤0.01% 9002
2021
Q4 		$1.08M Sell
10,400
-3,900
-27% -$416K ﹤0.01% 7766
2021
Q3 		$1.32M Buy
14,300
+6,900
+93% +$605K ﹤0.01% 7423
2021
Q2 		$605K Buy
7,400
+1,900
+35% +$138K ﹤0.01% 9601
2021
Q1 		$366K Sell
5,500
-700
-11% -$47.2K ﹤0.01% 10384
2020
Q4 		$417K Buy
6,200
+2,600
+72% +$169K ﹤0.01% 8474
2020
Q3 		$213K Sell
3,600
-1,100
-23% -$63K ﹤0.01% 8704
2020
Q2 		$262K Buy
+4,700
New +$274K ﹤0.01% 8129
2018
Q4 		– Sell
-6,200
Closed -$279K – 9388
2018
Q3 		$279K Buy
+6,200
New +$300K ﹤0.01% 7688

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

Citadel Advisors's HLI Position: Q2 2026 in Review

Citadel Advisors increased its Houlihan Lokey (HLI) stake by 151% in Q2 2026, buying an estimated $109M and bringing the position to 1,227,541 shares worth $165M. The position accounts for 0.02% of the portfolio, ranked #651.

Citadel Advisors first reported a position in HLI in Q3 2015 and has held it in 38 quarters since. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Citadel Advisors held 1,227,541 shares of Houlihan Lokey worth $165M as of Q2 2026.
  • Citadel Advisors bought 739,389 Houlihan Lokey shares in Q2 2026, an estimated $109M.
  • Houlihan Lokey made up 0.02% of Citadel Advisors's portfolio in Q2 2026, its #651 holding.
  • Citadel Advisors first reported a position in Houlihan Lokey in Q3 2015 and has held it in 38 quarters since.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.