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
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 $5.7T 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 $528B 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