DM
HLI icon

Diversified Management’s Houlihan Lokey HLI Stock Holding History

Diversified Management’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
Q3 		$2.29M Buy
+18,154
New +$2.42M 0.4% 51
2026
Q2 		– Sell
-9,654
Closed -$1.39M – 220
2026
Q1 		$1.39M Buy
+9,654
New +$1.59M 0.24% 100

Other funds holding HLI

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

Diversified Management's HLI Position: Q3 2026 in Review

Diversified Management opened a new position in Houlihan Lokey (HLI) in Q3 2026: 18,154 shares worth $2.29M. The stake represents 0.4% of the portfolio and ranks #51 among its holdings. This is a return to the name: Diversified Management previously reported a position in HLI as recently as Q1 2026.

Diversified Management first reported a position in HLI in Q1 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

  • Diversified Management held 18,154 shares of Houlihan Lokey worth $2.29M as of Q3 2026.
  • Houlihan Lokey was a new Diversified Management position in Q3 2026.
  • Houlihan Lokey made up 0.4% of Diversified Management's portfolio in Q3 2026, its #51 holding.
  • Diversified Management first reported a position in Houlihan Lokey in Q1 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.