Daiwa Securities Group
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Daiwa Securities Group’s Houlihan Lokey HLI Stock Holding History

Daiwa Securities 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
Q1 		– Sell
-19,513
Closed -$3.4M – 1291
2025
Q4 		$3.4M Buy
19,513
+127
+0.7% +$23.3K 0.01% 543
2025
Q3 		$3.98M Buy
19,386
+519
+3% +$102K 0.01% 491
2025
Q2 		$3.4M Buy
18,867
+1,392
+8% +$234K 0.01% 511
2025
Q1 		$2.82M Buy
17,475
+80
+0.5% +$13.7K 0.01% 514
2024
Q4 		$3.02M Sell
17,395
-2,098
-11% -$369K 0.01% 499
2024
Q3 		$3.08M Sell
19,493
-713
-4% -$107K 0.01% 479
2024
Q2 		$2.73M Buy
20,206
+349
+2% +$45.7K 0.01% 483
2024
Q1 		$2.54M Sell
19,857
-10,765
-35% -$1.33M 0.01% 486
2023
Q4 		$3.67M Buy
30,622
+6,667
+28% +$723K 0.02% 368
2023
Q3 		$2.57M Buy
23,955
+11,304
+89% +$1.17M 0.02% 433
2023
Q2 		$1.24M Buy
+12,651
New +$1.14M 0.01% 611

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

Daiwa Securities Group's HLI Position: Q1 2026 in Review

Daiwa Securities Group sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 19,513 shares — an estimated $3.4M sold.

Daiwa Securities Group first reported a position in HLI in Q2 2023 and held it in 11 quarters. The position peaked at $3.98M in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Daiwa Securities Group reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • Daiwa Securities Group sold 19,513 Houlihan Lokey shares in Q1 2026, an estimated $3.4M.
  • Daiwa Securities Group first reported a position in Houlihan Lokey in Q2 2023 and held it in 11 quarters.
  • Daiwa Securities Group's Houlihan Lokey position peaked at $3.98M in Q3 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Daiwa Securities Group's 13F filing for Q1 2026, filed 13 May 2026.