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CX Institutional’s Houlihan Lokey HLI Stock Holding History

CX Institutional’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 		$12K Buy
89
+1
+1% +$148 ﹤0.01% 1268
2026
Q1 		$13K Buy
+88
New +$14.5K ﹤0.01% 1223
2019
Q3 		– Sell
-53
Closed -$2K – 862
2019
Q2 		$2K Buy
+53
New +$2.48K ﹤0.01% 758

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

CX Institutional's HLI Position: Q2 2026 in Review

CX Institutional increased its Houlihan Lokey (HLI) stake by 1.1% in Q2 2026, buying an estimated $148 and bringing the position to 89 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

CX Institutional first reported a position in HLI in Q2 2019 and has held it in 3 quarters since. The position peaked at $13K in Q1 2026. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • CX Institutional held 89 shares of Houlihan Lokey worth $12K as of Q2 2026.
  • CX Institutional bought 1 Houlihan Lokey share in Q2 2026, an estimated $148.
  • Houlihan Lokey made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1268 holding.
  • CX Institutional first reported a position in Houlihan Lokey in Q2 2019 and has held it in 3 quarters since.
  • CX Institutional's Houlihan Lokey position peaked at $13K in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.