First Eagle Investment Management
HLI icon

First Eagle Investment Management’s Houlihan Lokey HLI Stock Holding History

First Eagle 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 		$12.1K Sell
90
-4,785
-98% -$706K ﹤0.01% 423
2026
Q1 		$700K Buy
4,875
+351
+8% +$57.7K ﹤0.01% 366
2025
Q4 		$788K Buy
4,524
+322
+8% +$59.1K ﹤0.01% 350
2025
Q3 		$863K Sell
4,202
-794
-16% -$156K ﹤0.01% 345
2025
Q2 		$899K Buy
4,996
+799
+19% +$134K ﹤0.01% 348
2025
Q1 		$678K Sell
4,197
-100
-2% -$17.2K ﹤0.01% 365
2024
Q4 		$746K Buy
4,297
+50
+1% +$8.8K ﹤0.01% 368
2024
Q3 		$671K Buy
+4,247
New +$634K ﹤0.01% 347
2021
Q3 		– Sell
-283
Closed -$23K – 314
2021
Q2 		$23K Buy
+283
New +$20.5K ﹤0.01% 272

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

First Eagle Investment Management's HLI Position: Q2 2026 in Review

First Eagle Investment Management reduced its Houlihan Lokey (HLI) stake by 98% in Q2 2026, selling an estimated $706K and leaving 90 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

First Eagle Investment Management first reported a position in HLI in Q2 2021 and has held it in 9 quarters since. The position peaked at $899K in Q2 2025. 517 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • First Eagle Investment Management held 90 shares of Houlihan Lokey worth $12.1K as of Q2 2026.
  • First Eagle Investment Management sold 4,785 Houlihan Lokey shares in Q2 2026, an estimated $706K.
  • Houlihan Lokey made up ﹤0.01% of First Eagle Investment Management's portfolio in Q2 2026, its #423 holding.
  • First Eagle Investment Management first reported a position in Houlihan Lokey in Q2 2021 and has held it in 9 quarters since.
  • First Eagle Investment Management's Houlihan Lokey position peaked at $899K in Q2 2025.
  • 517 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on First Eagle Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.