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Hanlon Investment Management’s Houlihan Lokey HLI Stock Holding History

Hanlon 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 		– Sell
-3,672
Closed -$640K – 230
2025
Q4 		$640K Sell
3,672
-204
-5% -$37.4K 0.35% 98
2025
Q3 		$796K Buy
3,876
+179
+5% +$35.1K 0.48% 72
2025
Q2 		$665K Sell
3,697
-404
-10% -$67.9K 0.48% 73
2025
Q1 		$662K Sell
4,101
-368
-8% -$63.2K 0.5% 65
2024
Q4 		$776K Sell
4,469
-298
-6% -$52.5K 0.21% 74
2024
Q3 		$753K Buy
+4,767
New +$712K 0.21% 75

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hanlon Investment Management's HLI Position: Q1 2026 in Review

Hanlon Investment Management sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 3,672 shares — an estimated $640K sold.

Hanlon Investment Management first reported a position in HLI in Q3 2024 and held it in 6 quarters. The position peaked at $796K in Q3 2025. 547 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Hanlon Investment Management reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • Hanlon Investment Management sold 3,672 Houlihan Lokey shares in Q1 2026, an estimated $640K.
  • Hanlon Investment Management first reported a position in Houlihan Lokey in Q3 2024 and held it in 6 quarters.
  • Hanlon Investment Management's Houlihan Lokey position peaked at $796K in Q3 2025.
  • 547 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Hanlon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.