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Clifford Group’s Houlihan Lokey HLI Stock Holding History

Clifford Group’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 		$513K Buy
3,822
+345
+10% +$50.9K 0.35% 42
2026
Q1 		$499K Sell
3,477
-329
-9% -$54.1K 0.38% 42
2025
Q4 		$663K Buy
3,806
+43
+1% +$7.89K 0.51% 27
2025
Q3 		$773K Sell
3,763
-263
-7% -$51.6K 0.6% 22
2025
Q2 		$725K Sell
4,026
-7
-0.2% -$1.18K 0.6% 24
2025
Q1 		$651K Sell
4,033
-212
-5% -$36.4K 0.61% 28
2024
Q4 		$737K Sell
4,245
-134
-3% -$23.6K 0.56% 28
2024
Q3 		$692K Sell
4,379
-106
-2% -$15.8K 0.54% 31
2024
Q2 		$605K Sell
4,485
-75
-2% -$9.82K 0.49% 35
2024
Q1 		$585K Buy
4,560
+20
+0.4% +$2.47K 0.48% 43
2023
Q4 		$544K Buy
4,540
+42
+0.9% +$4.55K 0.5% 43
2023
Q3 		$482K Sell
4,498
-1,432
-24% -$148K 0.52% 43
2023
Q2 		$583K Buy
5,930
+1,262
+27% +$114K 0.63% 39
2023
Q1 		$408K Buy
4,668
+186
+4% +$17.5K 0.5% 47
2022
Q4 		$391K Buy
+4,482
New +$403K 0.49% 53

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

Clifford Group's HLI Position: Q2 2026 in Review

Clifford Group increased its Houlihan Lokey (HLI) stake by 9.9% in Q2 2026, buying an estimated $50.9K and bringing the position to 3,822 shares worth $513K. The position accounts for 0.35% of the portfolio, ranked #42.

Clifford Group first reported a position in HLI in Q4 2022 and has held it in 15 quarters since. The position peaked at $773K in Q3 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Clifford Group held 3,822 shares of Houlihan Lokey worth $513K as of Q2 2026.
  • Clifford Group bought 345 Houlihan Lokey shares in Q2 2026, an estimated $50.9K.
  • Houlihan Lokey made up 0.35% of Clifford Group's portfolio in Q2 2026, its #42 holding.
  • Clifford Group first reported a position in Houlihan Lokey in Q4 2022 and has held it in 15 quarters since.
  • Clifford Group's Houlihan Lokey position peaked at $773K in Q3 2025.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.