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F.L. Putnam Investment Management’s Houlihan Lokey HLI Stock Holding History

F.L. Putnam Investment 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
Q1 		$24.9M Buy
173,532
+2,286
+1% +$376K 0.37% 52
2025
Q4 		$29.8M Buy
171,246
+4,250
+3% +$780K 0.43% 45
2025
Q3 		$34.3M Buy
166,996
+3,122
+2% +$612K 0.51% 37
2025
Q2 		$29.5M Sell
163,874
-1,150
-0.7% -$193K 0.51% 38
2025
Q1 		$26.7M Sell
165,024
-4,857
-3% -$834K 0.5% 43
2024
Q4 		$29.5M Buy
169,881
+5,651
+3% +$995K 0.54% 38
2024
Q3 		$26M Sell
164,230
-529
-0.3% -$79K 0.47% 48
2024
Q2 		$22.2M Sell
164,759
-6,962
-4% -$911K 0.42% 52
2024
Q1 		$22M Sell
171,721
-897
-0.5% -$111K 0.47% 49
2023
Q4 		$20.7M Buy
172,618
+3,027
+2% +$328K 0.49% 47
2023
Q3 		$18.2M Sell
169,591
-1,705
-1% -$176K 0.5% 46
2023
Q2 		$16.8M Sell
171,296
-369
-0.2% -$33.4K 0.46% 47
2023
Q1 		$15M Sell
171,665
-7,495
-4% -$705K 0.49% 47
2022
Q4 		$15.6M Sell
179,160
-727
-0.4% -$65.3K 0.57% 45
2022
Q3 		$13.6M Sell
179,887
-3,556
-2% -$288K 0.53% 42
2022
Q2 		$14.5M Buy
183,443
+3,310
+2% +$277K 0.53% 43
2022
Q1 		$15.8M Sell
180,133
-3,352
-2% -$345K 0.5% 50
2021
Q4 		$19M Sell
183,485
-387
-0.2% -$41.3K 0.58% 48
2021
Q3 		$16.9M Buy
183,872
+5,583
+3% +$489K 0.57% 48
2021
Q2 		$14.6M Buy
178,289
+4,331
+2% +$314K 0.5% 53
2021
Q1 		$11.6M Sell
173,958
-6,060
-3% -$409K 0.51% 51
2020
Q4 		$12.1M Buy
180,018
+14,003
+8% +$908K 0.57% 48
2020
Q3 		$9.8M Sell
166,015
-8,659
-5% -$496K 0.54% 51
2020
Q2 		$9.72M Buy
174,674
+135,524
+346% +$7.9M 0.58% 49
2020
Q1 		$2.04M Buy
+39,150
New +$2.03M 0.15% 110

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

F.L. Putnam Investment Management's HLI Position: Q1 2026 in Review

F.L. Putnam Investment Management increased its Houlihan Lokey (HLI) stake by 1.3% in Q1 2026, buying an estimated $376K and bringing the position to 173,532 shares worth $24.9M. The position accounts for 0.37% of the portfolio, ranked #52.

F.L. Putnam Investment Management first reported a position in HLI in Q1 2020 and has held it in 25 quarters since. The position peaked at $34.3M in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • F.L. Putnam Investment Management held 173,532 shares of Houlihan Lokey worth $24.9M as of Q1 2026.
  • F.L. Putnam Investment Management bought 2,286 Houlihan Lokey shares in Q1 2026, an estimated $376K.
  • Houlihan Lokey made up 0.37% of F.L. Putnam Investment Management's portfolio in Q1 2026, its #52 holding.
  • F.L. Putnam Investment Management first reported a position in Houlihan Lokey in Q1 2020 and has held it in 25 quarters since.
  • F.L. Putnam Investment Management's Houlihan Lokey position peaked at $34.3M in Q3 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2026, filed 5 May 2026.