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GHP Investment Advisors’s Houlihan Lokey HLI Stock Holding History

GHP Investment 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
2026
Q2 		$16M Buy
119,657
+860
+0.7% +$127K 0.59% 54
2026
Q1 		$17.1M Sell
118,797
-48
-0% -$7.9K 0.7% 39
2025
Q4 		$20.7M Sell
118,845
-140
-0.1% -$25.7K 0.85% 28
2025
Q3 		$24.4M Sell
118,985
-455
-0.4% -$89.2K 1.03% 18
2025
Q2 		$21.5M Sell
119,440
-822
-0.7% -$138K 0.95% 20
2025
Q1 		$19.4M Sell
120,262
-3,581
-3% -$615K 0.93% 20
2024
Q4 		$21.5M Sell
123,843
-4,547
-4% -$801K 1% 16
2024
Q3 		$20.3M Sell
128,390
-3,082
-2% -$460K 0.93% 17
2024
Q2 		$17.7M Sell
131,472
-1,259
-0.9% -$165K 0.89% 21
2024
Q1 		$17M Sell
132,731
-1,389
-1% -$172K 0.84% 22
2023
Q4 		$16.1M Buy
134,120
+488
+0.4% +$52.9K 0.87% 21
2023
Q3 		$14.4M Buy
133,632
+195
+0.1% +$20.1K 0.87% 21
2023
Q2 		$13.6M Buy
133,437
+3,544
+3% +$321K 0.8% 25
2023
Q1 		$11.4M Buy
129,893
+1,445
+1% +$136K 0.72% 31
2022
Q4 		$11.2M Buy
128,448
+3,889
+3% +$350K 0.76% 24
2022
Q3 		$9.39M Buy
124,559
+2,779
+2% +$225K 0.72% 28
2022
Q2 		$9.61M Buy
121,780
+3,361
+3% +$281K 0.71% 30
2022
Q1 		$10.4M Buy
118,419
+1,744
+1% +$180K 0.68% 33
2021
Q4 		$12.1M Buy
116,675
+1,485
+1% +$159K 0.86% 25
2021
Q3 		$10.6M Buy
115,190
+4,943
+4% +$433K 0.84% 27
2021
Q2 		$9.02M Buy
110,247
+12,271
+13% +$888K 0.73% 36
2021
Q1 		$6.52M Buy
97,976
+4,951
+5% +$334K 0.57% 59
2020
Q4 		$6.25M Buy
93,025
+22,138
+31% +$1.43M 0.6% 59
2020
Q3 		$4.19M Buy
70,887
+56,979
+410% +$3.27M 0.47% 77
2020
Q2 		$774K Buy
+13,908
New +$810K 0.1% 190

Other funds holding HLI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

GHP Investment Advisors's HLI Position: Q2 2026 in Review

GHP Investment Advisors increased its Houlihan Lokey (HLI) stake by 0.72% in Q2 2026, buying an estimated $127K and bringing the position to 119,657 shares worth $16M. The position accounts for 0.59% of the portfolio, ranked #54.

GHP Investment Advisors first reported a position in HLI in Q2 2020 and has held it in 25 quarters since. The position peaked at $24.4M in Q3 2025. 151 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • GHP Investment Advisors held 119,657 shares of Houlihan Lokey worth $16M as of Q2 2026.
  • GHP Investment Advisors bought 860 Houlihan Lokey shares in Q2 2026, an estimated $127K.
  • Houlihan Lokey made up 0.59% of GHP Investment Advisors's portfolio in Q2 2026, its #54 holding.
  • GHP Investment Advisors first reported a position in Houlihan Lokey in Q2 2020 and has held it in 25 quarters since.
  • GHP Investment Advisors's Houlihan Lokey position peaked at $24.4M in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.