FMI
HLI icon

Fiduciary Management Inc’s Houlihan Lokey HLI Stock Holding History

Fiduciary Management 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
Q1 		$115M Buy
803,572
+106,279
+15% +$17.5M 1.43% 38
2025
Q4 		$121M Sell
697,293
-50,539
-7% -$9.28M 1.34% 39
2025
Q3 		$154M Sell
747,832
-3,493
-0.5% -$685K 1.55% 33
2025
Q2 		$135M Sell
751,325
-3,616
-0.5% -$607K 1.3% 39
2025
Q1 		$122M Sell
754,941
-454,289
-38% -$78M 1.18% 43
2024
Q4 		$210M Sell
1,209,230
-4,486
-0.4% -$790K 1.96% 15
2024
Q3 		$192M Sell
1,213,716
-2,463
-0.2% -$368K 1.68% 20
2024
Q2 		$164M Buy
1,216,179
+11,438
+0.9% +$1.5M 1.53% 27
2024
Q1 		$154M Buy
1,204,741
+9,144
+0.8% +$1.13M 1.38% 34
2023
Q4 		$143M Buy
1,195,597
+39,705
+3% +$4.3M 1.34% 34
2023
Q3 		$124M Buy
1,155,892
+15,213
+1% +$1.57M 1.26% 35
2023
Q2 		$112M Buy
1,140,679
+53,799
+5% +$4.87M 1.13% 44
2023
Q1 		$95.1M Sell
1,086,880
-27,251
-2% -$2.56M 0.96% 43
2022
Q4 		$97.1M Buy
1,114,131
+135,283
+14% +$12.2M 0.98% 40
2022
Q3 		$73.8M Sell
978,848
-7,817
-0.8% -$633K 0.78% 46
2022
Q2 		$77.9M Sell
986,665
-4,499
-0.5% -$376K 0.74% 47
2022
Q1 		$87M Sell
991,164
-154,249
-13% -$15.9M 0.7% 46
2021
Q4 		$119M Sell
1,145,413
-455,165
-28% -$48.6M 0.87% 35
2021
Q3 		$147M Buy
1,600,578
+20,073
+1% +$1.76M 1.1% 33
2021
Q2 		$129M Buy
1,580,505
+292,994
+23% +$21.2M 0.95% 35
2021
Q1 		$85.6M Sell
1,287,511
-158,665
-11% -$10.7M 0.64% 40
2020
Q4 		$97.2M Buy
1,446,176
+77,737
+6% +$5.04M 0.74% 39
2020
Q3 		$80.8M Buy
1,368,439
+307,108
+29% +$17.6M 0.67% 37
2020
Q2 		$59.1M Sell
1,061,331
-26,212
-2% -$1.53M 0.5% 46
2020
Q1 		$56.7M Buy
1,087,543
+457,252
+73% +$23.7M 0.49% 45
2019
Q4 		$30.8M Buy
+630,291
New +$29.7M 0.19% 62

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

Fiduciary Management Inc's HLI Position: Q1 2026 in Review

Fiduciary Management Inc increased its Houlihan Lokey (HLI) stake by 15% in Q1 2026, buying an estimated $17.5M and bringing the position to 803,572 shares worth $115M. The position accounts for 1.43% of the portfolio, ranked #38.

Fiduciary Management Inc first reported a position in HLI in Q4 2019 and has held it in 26 quarters since. The position peaked at $210M in Q4 2024. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Fiduciary Management Inc held 803,572 shares of Houlihan Lokey worth $115M as of Q1 2026.
  • Fiduciary Management Inc bought 106,279 Houlihan Lokey shares in Q1 2026, an estimated $17.5M.
  • Houlihan Lokey made up 1.43% of Fiduciary Management Inc's portfolio in Q1 2026, its #38 holding.
  • Fiduciary Management Inc first reported a position in Houlihan Lokey in Q4 2019 and has held it in 26 quarters since.
  • Fiduciary Management Inc's Houlihan Lokey position peaked at $210M in Q4 2024.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Fiduciary Management Inc's 13F filing for Q1 2026, filed 14 May 2026.