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Empowered Funds’s Houlihan Lokey HLI Stock Holding History

Empowered Funds’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 		$3.38M Sell
25,202
-2,631
-9% -$388K 0.02% 895
2026
Q1 		$4M Buy
+27,833
New +$4.58M 0.03% 738
2025
Q4 		– Sell
-24,224
Closed -$4.97M – 1393
2025
Q3 		$4.97M Buy
24,224
+978
+4% +$192K 0.05% 482
2025
Q2 		$4.18M Buy
23,246
+4,728
+26% +$794K 0.05% 496
2025
Q1 		$2.99M Sell
18,518
-532
-3% -$91.4K 0.04% 555
2024
Q4 		$3.31M Buy
19,050
+4,641
+32% +$817K 0.05% 516
2024
Q3 		$2.28M Buy
14,409
+2,864
+25% +$428K 0.04% 626
2024
Q2 		$1.56M Buy
11,545
+904
+8% +$118K 0.03% 703
2024
Q1 		$1.36M Buy
10,641
+965
+10% +$119K 0.02% 738
2023
Q4 		$1.16M Buy
9,676
+1,771
+22% +$192K 0.03% 707
2023
Q3 		$847K Buy
7,905
+264
+3% +$27.2K 0.03% 725
2023
Q2 		$751K Buy
7,641
+241
+3% +$21.8K 0.03% 695
2023
Q1 		$647K Buy
7,400
+91
+1% +$8.56K 0.04% 364
2022
Q4 		$637K Buy
7,309
+711
+11% +$63.9K 0.04% 334
2022
Q3 		$497K Buy
+6,598
New +$535K 0.05% 251
2022
Q2 		– Sell
-16,426
Closed -$1.44M – 293
2022
Q1 		$1.44M Buy
+16,426
New +$1.69M 0.16% 159
2018
Q2 		– Sell
-26,205
Closed -$1.14M – 106
2018
Q1 		$1.14M Buy
26,205
+4,840
+23% +$229K 0.42% 74
2017
Q4 		$971K Buy
21,365
+613
+3% +$26.2K 0.49% 56
2017
Q3 		$812K Buy
+20,752
New +$758K 0.53% 58

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

Empowered Funds's HLI Position: Q2 2026 in Review

Empowered Funds reduced its Houlihan Lokey (HLI) stake by 9.5% in Q2 2026, selling an estimated $388K and leaving 25,202 shares worth $3.38M. The position accounts for 0.02% of the portfolio, ranked #895.

Empowered Funds first reported a position in HLI in Q3 2017 and has held it in 19 quarters since. The position peaked at $4.97M in Q3 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Empowered Funds held 25,202 shares of Houlihan Lokey worth $3.38M as of Q2 2026.
  • Empowered Funds sold 2,631 Houlihan Lokey shares in Q2 2026, an estimated $388K.
  • Houlihan Lokey made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #895 holding.
  • Empowered Funds first reported a position in Houlihan Lokey in Q3 2017 and has held it in 19 quarters since.
  • Empowered Funds's Houlihan Lokey position peaked at $4.97M in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.