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Harbor Capital Advisors’s Houlihan Lokey HLI Stock Holding History

Harbor Capital 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
Q1 		– Sell
-9,503
Closed -$1.66M – 1348
2025
Q4 		$1.66M Buy
9,503
+1,916
+25% +$352K 0.13% 222
2025
Q3 		$1.56M Sell
7,587
-16,368
-68% -$3.21M 0.12% 225
2025
Q2 		$4.31M Buy
23,955
+3,542
+17% +$595K 0.18% 186
2025
Q1 		$3.3M Buy
+20,413
New +$3.51M 0.15% 210

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harbor Capital Advisors's HLI Position: Q1 2026 in Review

Harbor Capital Advisors sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 9,503 shares — an estimated $1.66M sold.

Harbor Capital Advisors first reported a position in HLI in Q1 2025 and held it in 4 quarters. The position peaked at $4.31M in Q2 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Harbor Capital Advisors reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • Harbor Capital Advisors sold 9,503 Houlihan Lokey shares in Q1 2026, an estimated $1.66M.
  • Harbor Capital Advisors first reported a position in Houlihan Lokey in Q1 2025 and held it in 4 quarters.
  • Harbor Capital Advisors's Houlihan Lokey position peaked at $4.31M in Q2 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.