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Hantz Financial Services’s Houlihan Lokey HLI Stock Holding History

Hantz Financial Services’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 		$403K Sell
3,001
-21,806
-88% -$3.22M 0.01% 812
2026
Q1 		$3.56M Sell
24,807
-5,259
-17% -$865K 0.05% 236
2025
Q4 		$5.24M Sell
30,066
-8,205
-21% -$1.51M 0.08% 189
2025
Q3 		$7.86M Sell
38,271
-7,454
-16% -$1.46M 0.12% 149
2025
Q2 		$8.23M Sell
45,725
-5,830
-11% -$979K 0.13% 147
2025
Q1 		$8.33M Buy
51,555
+49,129
+2,025% +$8.44M 0.15% 145
2024
Q4 		$421K Sell
2,426
-808
-25% -$142K 0.01% 514
2024
Q3 		$511K Sell
3,234
-24
-0.7% -$3.58K 0.01% 500
2024
Q2 		$439K Sell
3,258
-105
-3% -$13.7K 0.01% 510
2024
Q1 		$431K Sell
3,363
-1,013
-23% -$125K 0.01% 515
2023
Q4 		$525K Buy
4,376
+26
+0.6% +$2.82K 0.01% 493
2023
Q3 		$466K Buy
4,350
+891
+26% +$91.9K 0.01% 487
2023
Q2 		$340K Buy
3,459
+394
+13% +$35.6K 0.01% 501
2023
Q1 		$268K Buy
3,065
+780
+34% +$73.4K 0.01% 517
2022
Q4 		$199K Buy
+2,285
New +$205K 0.01% 539

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

Hantz Financial Services's HLI Position: Q2 2026 in Review

Hantz Financial Services reduced its Houlihan Lokey (HLI) stake by 88% in Q2 2026, selling an estimated $3.22M and leaving 3,001 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #812.

Hantz Financial Services first reported a position in HLI in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.33M in Q1 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Hantz Financial Services held 3,001 shares of Houlihan Lokey worth $403K as of Q2 2026.
  • Hantz Financial Services sold 21,806 Houlihan Lokey shares in Q2 2026, an estimated $3.22M.
  • Houlihan Lokey made up 0.01% of Hantz Financial Services's portfolio in Q2 2026, its #812 holding.
  • Hantz Financial Services first reported a position in Houlihan Lokey in Q4 2022 and has held it in 15 quarters since.
  • Hantz Financial Services's Houlihan Lokey position peaked at $8.33M in Q1 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.