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Crawford Investment Counsel’s Houlihan Lokey HLI Stock Holding History

Crawford Investment Counsel’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 		$1.37M Buy
9,506
+1,090
+13% +$179K 0.02% 199
2025
Q4 		$1.47M Sell
8,416
-54
-0.6% -$9.91K 0.02% 203
2025
Q3 		$1.74M Sell
8,470
-1,001
-11% -$196K 0.03% 192
2025
Q2 		$1.7M Sell
9,471
-2,110
-18% -$354K 0.03% 188
2025
Q1 		$1.87M Buy
11,581
+1,653
+17% +$284K 0.03% 186
2024
Q4 		$1.72M Sell
9,928
-412
-4% -$72.5K 0.03% 190
2024
Q3 		$1.63M Sell
10,340
-46,029
-82% -$6.88M 0.03% 188
2024
Q2 		$7.6M Sell
56,369
-1,665
-3% -$218K 0.14% 109
2024
Q1 		$7.44M Sell
58,034
-2,267
-4% -$280K 0.14% 111
2023
Q4 		$7.23M Sell
60,301
-508
-0.8% -$55.1K 0.14% 110
2023
Q3 		$6.51M Sell
60,809
-8,027
-12% -$828K 0.14% 110
2023
Q2 		$6.77M Sell
68,836
-1,050
-2% -$95K 0.14% 111
2023
Q1 		$6.11M Sell
69,886
-2,240
-3% -$211K 0.13% 112
2022
Q4 		$6.29M Sell
72,126
-1,898
-3% -$171K 0.14% 104
2022
Q3 		$5.58M Buy
74,024
+5,928
+9% +$480K 0.13% 109
2022
Q2 		$5.38M Sell
68,096
-1,810
-3% -$151K 0.12% 114
2022
Q1 		$6.14M Sell
69,906
-350
-0.5% -$36K 0.12% 119
2021
Q4 		$7.27M Sell
70,256
-9,910
-12% -$1.06M 0.14% 108
2021
Q3 		$7.38M Sell
80,166
-9,980
-11% -$875K 0.15% 100
2021
Q2 		$7.37M Buy
90,146
+8,240
+10% +$597K 0.15% 101
2021
Q1 		$5.45M Buy
81,906
+35,869
+78% +$2.42M 0.12% 112
2020
Q4 		$3.1M Buy
+46,037
New +$2.98M 0.08% 150

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

Crawford Investment Counsel's HLI Position: Q1 2026 in Review

Crawford Investment Counsel increased its Houlihan Lokey (HLI) stake by 13% in Q1 2026, buying an estimated $179K and bringing the position to 9,506 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #199.

Crawford Investment Counsel first reported a position in HLI in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.6M in Q2 2024. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Crawford Investment Counsel held 9,506 shares of Houlihan Lokey worth $1.37M as of Q1 2026.
  • Crawford Investment Counsel bought 1,090 Houlihan Lokey shares in Q1 2026, an estimated $179K.
  • Houlihan Lokey made up 0.02% of Crawford Investment Counsel's portfolio in Q1 2026, its #199 holding.
  • Crawford Investment Counsel first reported a position in Houlihan Lokey in Q4 2020 and has held it in 22 quarters since.
  • Crawford Investment Counsel's Houlihan Lokey position peaked at $7.6M in Q2 2024.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Crawford Investment Counsel's 13F filing for Q1 2026, filed 15 May 2026.