Corient Private Wealth
HLI icon

Corient Private Wealth’s Houlihan Lokey HLI Stock Holding History

Corient Private Wealth’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 		$4.81M Buy
33,604
+8,757
+35% +$1.44M 0.01% 860
2025
Q4 		$4.33M Buy
24,847
+10,992
+79% +$2.02M ﹤0.01% 1122
2025
Q3 		$2.84M Buy
13,855
+1,021
+8% +$200K ﹤0.01% 919
2025
Q2 		$2.31M Sell
12,834
-1,299
-9% -$218K ﹤0.01% 976
2025
Q1 		$2.28M Sell
14,133
-3,920
-22% -$673K ﹤0.01% 928
2024
Q4 		$3.14M Buy
18,053
+367
+2% +$64.6K 0.01% 842
2024
Q3 		$2.79M Sell
17,686
-5,011
-22% -$749K ﹤0.01% 951
2024
Q2 		$3.06M Buy
22,697
+389
+2% +$50.9K 0.01% 859
2024
Q1 		$2.86M Buy
22,308
+15
+0.1% +$1.86K 0.01% 870
2023
Q4 		$2.67M Buy
22,293
+714
+3% +$77.4K ﹤0.01% 884
2023
Q3 		$2.31M Buy
+21,579
New +$2.22M 0.01% 856

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

Corient Private Wealth's HLI Position: Q1 2026 in Review

Corient Private Wealth increased its Houlihan Lokey (HLI) stake by 35% in Q1 2026, buying an estimated $1.44M and bringing the position to 33,604 shares worth $4.81M. The position accounts for 0.01% of the portfolio, ranked #860.

Corient Private Wealth first reported a position in HLI in Q3 2023 and has held it in 11 quarters since. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Corient Private Wealth held 33,604 shares of Houlihan Lokey worth $4.81M as of Q1 2026.
  • Corient Private Wealth bought 8,757 Houlihan Lokey shares in Q1 2026, an estimated $1.44M.
  • Houlihan Lokey made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #860 holding.
  • Corient Private Wealth first reported a position in Houlihan Lokey in Q3 2023 and has held it in 11 quarters since.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.