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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
Q2 		$126M Buy
938,411
+134,839
+17% +$19.9M 1.79% 27
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 $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

Fiduciary Management Inc's HLI Position: Q2 2026 in Review

Fiduciary Management Inc increased its Houlihan Lokey (HLI) stake by 17% in Q2 2026, buying an estimated $19.9M and bringing the position to 938,411 shares worth $126M. The position accounts for 1.79% of the portfolio, ranked #27.

Fiduciary Management Inc first reported a position in HLI in Q4 2019 and has held it in 27 quarters since. The position peaked at $210M in Q4 2024. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Fiduciary Management Inc held 938,411 shares of Houlihan Lokey worth $126M as of Q2 2026.
  • Fiduciary Management Inc bought 134,839 Houlihan Lokey shares in Q2 2026, an estimated $19.9M.
  • Houlihan Lokey made up 1.79% of Fiduciary Management Inc's portfolio in Q2 2026, its #27 holding.
  • Fiduciary Management Inc first reported a position in Houlihan Lokey in Q4 2019 and has held it in 27 quarters since.
  • Fiduciary Management Inc's Houlihan Lokey position peaked at $210M in Q4 2024.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Fiduciary Management Inc's 13F filing for Q2 2026, filed 13 Aug 2026.