Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s Houlihan Lokey HLI Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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 		$22.8M Buy
169,929
+32,685
+24% +$4.82M 0.05% 171
2026
Q1 		$19.7M Buy
137,244
+37,664
+38% +$6.2M 0.05% 187
2025
Q4 		$17.3M Sell
99,580
-68,970
-41% -$12.7M 0.04% 189
2025
Q3 		$34.6M Sell
168,550
-71,936
-30% -$14.1M 0.1% 112
2025
Q2 		$43.3M Buy
240,486
+12,055
+5% +$2.03M 0.13% 80
2025
Q1 		$36.9M Buy
228,431
+50,295
+28% +$8.64M 0.12% 112
2024
Q4 		$30.9M Sell
178,136
-115,845
-39% -$20.4M 0.1% 134
2024
Q3 		$46.5M Buy
293,981
+19,314
+7% +$2.89M 0.15% 96
2024
Q2 		$37M Sell
274,667
-1,966
-0.7% -$257K 0.13% 111
2024
Q1 		$35.5M Buy
276,633
+114,695
+71% +$14.2M 0.13% 116
2023
Q4 		$19.4M Sell
161,938
-33,554
-17% -$3.64M 0.09% 172
2023
Q3 		$20.9M Buy
195,492
+31,262
+19% +$3.22M 0.1% 170
2023
Q2 		$16.1M Hold
164,230
– – 0.07% 203
2023
Q1 		$14.4M Buy
164,230
+61,863
+60% +$5.82M 0.07% 211
2022
Q4 		$8.92M Buy
102,367
+18,060
+21% +$1.62M 0.05% 250
2022
Q3 		$6.36M Buy
+84,307
New +$6.83M 0.04% 298
2018
Q3 		– Sell
-9,700
Closed -$497K – 555
2018
Q2 		$497K Sell
9,700
-4,300
-31% -$206K ﹤0.01% 467
2018
Q1 		$624K Buy
+14,000
New +$663K ﹤0.01% 447

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s HLI Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its Houlihan Lokey (HLI) stake by 24% in Q2 2026, buying an estimated $4.82M and bringing the position to 169,929 shares worth $22.8M. The position accounts for 0.05% of the portfolio, ranked #171.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in HLI in Q1 2018 and has held it in 18 quarters since. The position peaked at $46.5M in Q3 2024. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 169,929 shares of Houlihan Lokey worth $22.8M as of Q2 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) bought 32,685 Houlihan Lokey shares in Q2 2026, an estimated $4.82M.
  • Houlihan Lokey made up 0.05% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q2 2026, its #171 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Houlihan Lokey in Q1 2018 and has held it in 18 quarters since.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Houlihan Lokey position peaked at $46.5M in Q3 2024.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.