Citadel Advisors
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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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.