ClearBridge Investments
HLI icon

ClearBridge Investments’s Houlihan Lokey HLI Stock Holding History

ClearBridge Investments’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 		$85.2M Buy
635,294
+10,066
+2% +$1.49M 0.07% 248
2026
Q1 		$89.8M Buy
625,228
+56,345
+10% +$9.27M 0.08% 222
2025
Q4 		$99.1M Sell
568,883
-3,880
-0.7% -$712K 0.08% 240
2025
Q3 		$118M Sell
572,763
-7,139
-1% -$1.4M 0.09% 214
2025
Q2 		$104M Sell
579,902
-54,064
-9% -$9.08M 0.08% 226
2025
Q1 		$102M Sell
633,966
-1,394
-0.2% -$239K 0.09% 223
2024
Q4 		$110M Sell
635,360
-205,022
-24% -$36.1M 0.09% 222
2024
Q3 		$133M Sell
840,382
-25,416
-3% -$3.8M 0.1% 189
2024
Q2 		$117M Sell
865,798
-80,587
-9% -$10.5M 0.09% 204
2024
Q1 		$121M Sell
946,385
-148,032
-14% -$18.3M 0.1% 223
2023
Q4 		$131M Sell
1,094,417
-85,078
-7% -$9.22M 0.11% 196
2023
Q3 		$126M Buy
1,179,495
+1,456
+0.1% +$150K 0.12% 182
2023
Q2 		$116M Buy
1,178,039
+2,973
+0.3% +$269K 0.1% 197
2023
Q1 		$103M Buy
1,175,066
+139,895
+14% +$13.2M 0.1% 202
2022
Q4 		$90.2M Buy
1,035,171
+428,190
+71% +$38.5M 0.09% 222
2022
Q3 		$45.8M Sell
606,981
-1
-0% -$81 0.05% 317
2022
Q2 		$47.9M Sell
606,982
-2
-0% -$167 0.04% 319
2022
Q1 		$53.3M Hold
606,984
– – 0.04% 340
2021
Q4 		$62.8M Buy
606,984
+93,435
+18% +$9.98M 0.04% 321
2021
Q3 		$47.3M Sell
513,549
-150
-0% -$13.1K 0.03% 364
2021
Q2 		$42M Buy
513,699
+129,369
+34% +$9.37M 0.03% 394
2021
Q1 		$25.6M Buy
+384,330
New +$25.9M 0.02% 449

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

ClearBridge Investments's HLI Position: Q2 2026 in Review

ClearBridge Investments increased its Houlihan Lokey (HLI) stake by 1.6% in Q2 2026, buying an estimated $1.49M and bringing the position to 635,294 shares worth $85.2M. The position accounts for 0.07% of the portfolio, ranked #248.

ClearBridge Investments first reported a position in HLI in Q1 2021 and has held it in 22 quarters since. The position peaked at $133M in Q3 2024. 517 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • ClearBridge Investments held 635,294 shares of Houlihan Lokey worth $85.2M as of Q2 2026.
  • ClearBridge Investments bought 10,066 Houlihan Lokey shares in Q2 2026, an estimated $1.49M.
  • Houlihan Lokey made up 0.07% of ClearBridge Investments's portfolio in Q2 2026, its #248 holding.
  • ClearBridge Investments first reported a position in Houlihan Lokey in Q1 2021 and has held it in 22 quarters since.
  • ClearBridge Investments's Houlihan Lokey position peaked at $133M in Q3 2024.
  • 517 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.