Ensign Peak Advisors
HLI icon

Ensign Peak Advisors’s Houlihan Lokey HLI Stock Holding History

Ensign Peak Advisors’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 		$1.56M Sell
11,657
-14,231
-55% -$2.1M ﹤0.01% 786
2026
Q1 		$3.72M Buy
25,888
+5,746
+29% +$945K 0.01% 587
2025
Q4 		$3.51M Sell
20,142
-9,114
-31% -$1.67M 0.01% 578
2025
Q3 		$6.01M Sell
29,256
-8,610
-23% -$1.69M 0.01% 559
2025
Q2 		$6.81M Buy
37,866
+3,482
+10% +$585K 0.01% 571
2025
Q1 		$5.55M Buy
34,384
+2,502
+8% +$430K 0.01% 606
2024
Q4 		$5.54M Buy
31,882
+5,486
+21% +$966K 0.01% 623
2024
Q3 		$4.17M Buy
26,396
+3,900
+17% +$583K 0.01% 690
2024
Q2 		$3.03M Sell
22,496
-6,650
-23% -$870K 0.01% 769
2024
Q1 		$3.74M Sell
29,146
-109
-0.4% -$13.5K 0.01% 715
2023
Q4 		$3.51M Buy
29,255
+1,598
+6% +$173K 0.01% 716
2023
Q3 		$2.96M Buy
27,657
+14,697
+113% +$1.52M 0.01% 714
2023
Q2 		$1.27M Sell
12,960
-1,520
-10% -$137K ﹤0.01% 1076
2023
Q1 		$1.27M Buy
14,480
+2,670
+23% +$251K ﹤0.01% 1060
2022
Q4 		$1.03M Buy
11,810
+2,120
+22% +$191K ﹤0.01% 1133
2022
Q3 		$730K Sell
9,690
-7,115
-42% -$577K ﹤0.01% 1251
2022
Q2 		$1.33M Buy
16,805
+5,265
+46% +$440K ﹤0.01% 983
2022
Q1 		$1.01M Buy
11,540
+8,945
+345% +$921K ﹤0.01% 1200
2021
Q4 		$269K Buy
+2,595
New +$277K ﹤0.01% 1848

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

Ensign Peak Advisors's HLI Position: Q2 2026 in Review

Ensign Peak Advisors reduced its Houlihan Lokey (HLI) stake by 55% in Q2 2026, selling an estimated $2.1M and leaving 11,657 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Ensign Peak Advisors first reported a position in HLI in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.81M in Q2 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Ensign Peak Advisors held 11,657 shares of Houlihan Lokey worth $1.56M as of Q2 2026.
  • Ensign Peak Advisors sold 14,231 Houlihan Lokey shares in Q2 2026, an estimated $2.1M.
  • Houlihan Lokey made up ﹤0.01% of Ensign Peak Advisors's portfolio in Q2 2026, its #786 holding.
  • Ensign Peak Advisors first reported a position in Houlihan Lokey in Q4 2021 and has held it in 19 quarters since.
  • Ensign Peak Advisors's Houlihan Lokey position peaked at $6.81M in Q2 2025.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Ensign Peak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.