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
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

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