Creative Planning
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Creative Planning’s Houlihan Lokey HLI Stock Holding History

Creative Planning’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 		$6.39M Buy
47,637
+5,645
+13% +$833K ﹤0.01% 1208
2026
Q1 		$6.03M Buy
41,992
+17,842
+74% +$2.94M ﹤0.01% 1050
2025
Q4 		$4.21M Buy
24,150
+5,662
+31% +$1.04M ﹤0.01% 1134
2025
Q3 		$3.8M Buy
18,488
+10,134
+121% +$1.99M ﹤0.01% 1046
2025
Q2 		$1.5M Buy
8,354
+899
+12% +$151K ﹤0.01% 1540
2025
Q1 		$1.2M Buy
7,455
+2,806
+60% +$482K ﹤0.01% 1564
2024
Q4 		$807K Buy
4,649
+1,085
+30% +$191K ﹤0.01% 1823
2024
Q3 		$563K Sell
3,564
-50
-1% -$7.47K ﹤0.01% 1993
2024
Q2 		$487K Buy
3,614
+350
+11% +$45.8K ﹤0.01% 1965
2024
Q1 		$418K Buy
3,264
+369
+13% +$45.7K ﹤0.01% 1994
2023
Q4 		$347K Buy
2,895
+152
+6% +$16.5K ﹤0.01% 1989
2023
Q3 		$294K Sell
2,743
-60
-2% -$6.19K ﹤0.01% 1962
2023
Q2 		$276K Buy
2,803
+435
+18% +$39.3K ﹤0.01% 1971
2023
Q1 		$207K Buy
+2,368
New +$223K ﹤0.01% 2109
2017
Q3 		– Sell
-700
Closed -$24K – 2684
2017
Q2 		$24K Hold
700
– – ﹤0.01% 3050
2017
Q1 		$24K Hold
700
– – ﹤0.01% 3005
2016
Q4 		$22K Hold
700
– – ﹤0.01% 3008
2016
Q3 		$18K Hold
700
– – ﹤0.01% 3121
2016
Q2 		$16K Hold
700
– – ﹤0.01% 2943
2016
Q1 		$17K Hold
700
– – ﹤0.01% 2866
2015
Q4 		$18K Hold
700
– – ﹤0.01% 2919
2015
Q3 		$15K Buy
+700
New +$15.3K ﹤0.01% 2949

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

Creative Planning's HLI Position: Q2 2026 in Review

Creative Planning increased its Houlihan Lokey (HLI) stake by 13% in Q2 2026, buying an estimated $833K and bringing the position to 47,637 shares worth $6.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Creative Planning first reported a position in HLI in Q3 2015 and has held it in 22 quarters since. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Creative Planning held 47,637 shares of Houlihan Lokey worth $6.39M as of Q2 2026.
  • Creative Planning bought 5,645 Houlihan Lokey shares in Q2 2026, an estimated $833K.
  • Houlihan Lokey made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1208 holding.
  • Creative Planning first reported a position in Houlihan Lokey in Q3 2015 and has held it in 22 quarters since.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.