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Farmers & Merchants Investments Inc’s Houlihan Lokey HLI Stock Holding History

Farmers & Merchants Investments Inc’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 		$5.9K Hold
44
– – ﹤0.01% 963
2026
Q1 		$6.32K Hold
44
– – ﹤0.01% 909
2025
Q4 		$7.66K Hold
44
– – ﹤0.01% 824
2025
Q3 		$9.03K Buy
44
+2
+5% +$392 ﹤0.01% 774
2025
Q2 		$7.56K Buy
42
+7
+20% +$1.18K ﹤0.01% 796
2025
Q1 		$5.65K Buy
35
+16
+84% +$2.75K ﹤0.01% 854
2024
Q4 		$3.3K Hold
19
– – ﹤0.01% 924
2024
Q3 		$3K Hold
19
– – ﹤0.01% 975
2024
Q2 		$2.56K Hold
19
– – ﹤0.01% 1008
2024
Q1 		$2.44K Hold
19
– – ﹤0.01% 1016
2023
Q4 		$2.28K Buy
+19
New +$2.06K ﹤0.01% 1029
2020
Q4 		– Sell
-123
Closed -$7K – 849
2020
Q3 		$7K Buy
123
+10
+9% +$573 ﹤0.01% 644
2020
Q2 		$6K Sell
113
-23
-17% -$1.34K ﹤0.01% 668
2020
Q1 		$7K Buy
+136
New +$7.05K ﹤0.01% 570

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.08B AUM 14.48% 1-Year Est. Return

Farmers & Merchants Investments Inc's HLI Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Houlihan Lokey (HLI) position steady in Q2 2026 at 44 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Farmers & Merchants Investments Inc first reported a position in HLI in Q1 2020 and has held it in 14 quarters since. The position peaked at $9.03K in Q3 2025. 259 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Farmers & Merchants Investments Inc held 44 shares of Houlihan Lokey worth $5.9K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #963 holding.
  • Farmers & Merchants Investments Inc first reported a position in Houlihan Lokey in Q1 2020 and has held it in 14 quarters since.
  • Farmers & Merchants Investments Inc's Houlihan Lokey position peaked at $9.03K in Q3 2025.
  • 259 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.