First Horizon Advisors’s Houlihan Lokey HLI Stock Holding History

First Horizon Advisors’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
2025 Q2	$95.4K	Sell	530 -20	-4%	-$3.36K	﹤0.01%	729
2025 Q1	$88.8K	Buy	550 +82	+18%	+$14.1K	﹤0.01%	715
2024 Q4	$81.3K	Buy	468 +27	+6%	+$4.75K	﹤0.01%	756
2024 Q3	$69.7K	Buy	441 +198	+81%	+$29.6K	﹤0.01%	849
2024 Q2	$32.8K	Sell	243 -20	-8%	-$2.62K	﹤0.01%	1102
2024 Q1	$33.7K	Sell	263 -27	-9%	-$3.34K	﹤0.01%	1138
2023 Q4	$34.8K	Sell	290 -49	-14%	-$5.31K	﹤0.01%	1106
2023 Q3	$36.3K	Hold	339	–	–	﹤0.01%	993
2023 Q2	$33.3K	Hold	339	–	–	﹤0.01%	1064
2023 Q1	$29.7K	Hold	339	–	–	﹤0.01%	1127
2022 Q4	$29.5K	Hold	339	–	–	﹤0.01%	1105
2022 Q3	$25K	Hold	339	–	–	﹤0.01%	1141
2022 Q2	$25K	Buy	+339	New	+$28.3K	﹤0.01%	1201
2022 Q1	–	Sell	-349	Closed	-$35K	–	1961
2021 Q4	$35K	Sell	349 -29	-8%	-$3.1K	﹤0.01%	1066
2021 Q3	$34K	Sell	378 -11	-3%	-$964	﹤0.01%	1057
2021 Q2	$31K	Sell	389 -98	-20%	-$7.09K	﹤0.01%	951
2021 Q1	$32K	Hold	487	–	–	﹤0.01%	902
2020 Q4	$32K	Sell	487 -13	-3%	-$843	﹤0.01%	744
2020 Q3	$29K	Buy	500 +141	+39%	+$8.08K	﹤0.01%	699
2020 Q2	$19K	Hold	359	–	–	﹤0.01%	821
2020 Q1	$18K	Hold	359	–	–	﹤0.01%	767
2019 Q4	$17K	Buy	359 +91	+34%	+$4.29K	﹤0.01%	913
2019 Q3	$12K	Buy	+268	New	+$11.9K	﹤0.01%	1019

Other funds holding HLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

First Horizon Advisors's HLI Position: Q2 2025 in Review

First Horizon Advisors reduced its Houlihan Lokey (HLI) stake by 3.6% in Q2 2025, selling an estimated $3.36K and leaving 530 shares worth $95.4K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

First Horizon Advisors first reported a position in HLI in Q3 2019 and has held it in 23 quarters since. 548 funds tracked by Wall St. Rank hold HLI as of Q2 2025.

First Horizon Advisors held 530 shares of Houlihan Lokey worth $95.4K as of Q2 2025.
First Horizon Advisors sold 20 Houlihan Lokey shares in Q2 2025, an estimated $3.36K.
Houlihan Lokey made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #729 holding.
First Horizon Advisors first reported a position in Houlihan Lokey in Q3 2019 and has held it in 23 quarters since.
548 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.