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Essential Partners’s Houlihan Lokey HLI Stock Holding History

Essential Partners’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 		$57K Buy
425
+415
+4,150% +$61.2K 0.03% 576
2026
Q1 		$1.44K Sell
10
-13
-57% -$2.14K ﹤0.01% 2119
2025
Q4 		$4.01K Sell
23
-67
-74% -$12.3K ﹤0.01% 1521
2025
Q3 		$18.5K Buy
90
+80
+800% +$15.7K 0.01% 918
2025
Q2 		$1.8K Buy
+10
New +$1.68K ﹤0.01% 1345

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

Essential Partners's HLI Position: Q2 2026 in Review

Essential Partners increased its Houlihan Lokey (HLI) stake by 4,150% in Q2 2026, buying an estimated $61.2K and bringing the position to 425 shares worth $57K. The position accounts for 0.03% of the portfolio, ranked #576.

Essential Partners first reported a position in HLI in Q2 2025 and has held it in 5 quarters since. 517 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Essential Partners held 425 shares of Houlihan Lokey worth $57K as of Q2 2026.
  • Essential Partners bought 415 Houlihan Lokey shares in Q2 2026, an estimated $61.2K.
  • Houlihan Lokey made up 0.03% of Essential Partners's portfolio in Q2 2026, its #576 holding.
  • Essential Partners first reported a position in Houlihan Lokey in Q2 2025 and has held it in 5 quarters since.
  • 517 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.