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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
Q2 		$14.8M Sell
109,973
-63,559
-37% -$9.38M 0.18% 105
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 $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 $3.38T AUM 44.17% 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

F.L. Putnam Investment Management's HLI Position: Q2 2026 in Review

F.L. Putnam Investment Management reduced its Houlihan Lokey (HLI) stake by 37% in Q2 2026, selling an estimated $9.38M and leaving 109,973 shares worth $14.8M. The position accounts for 0.18% of the portfolio, ranked #105.

F.L. Putnam Investment Management first reported a position in HLI in Q1 2020 and has held it in 26 quarters since. The position peaked at $34.3M in Q3 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • F.L. Putnam Investment Management held 109,973 shares of Houlihan Lokey worth $14.8M as of Q2 2026.
  • F.L. Putnam Investment Management sold 63,559 Houlihan Lokey shares in Q2 2026, an estimated $9.38M.
  • Houlihan Lokey made up 0.18% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #105 holding.
  • F.L. Putnam Investment Management first reported a position in Houlihan Lokey in Q1 2020 and has held it in 26 quarters since.
  • F.L. Putnam Investment Management's Houlihan Lokey position peaked at $34.3M in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.