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Harel Insurance Investments & Financial Services’s Houlihan Lokey HLI Stock Holding History

Harel Insurance Investments & 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
2025
Q3 		– Sell
-12
Closed -$2K – 475
2025
Q2 		$2K Sell
12
-80
-87% -$13.4K ﹤0.01% 425
2025
Q1 		$15K Buy
+92
New +$15.8K ﹤0.01% 425
2024
Q4 		– Sell
-591
Closed -$93K – 489
2024
Q3 		$93K Sell
591
-155
-21% -$23.2K ﹤0.01% 286
2024
Q2 		$100K Buy
746
+162
+28% +$21.2K ﹤0.01% 310
2024
Q1 		$75K Sell
584
-16
-3% -$1.98K ﹤0.01% 335
2023
Q4 		$73K Hold
600
– – ﹤0.01% 386
2023
Q3 		$65K Buy
600
+300
+100% +$30.9K ﹤0.01% 426
2023
Q2 		$30K Sell
300
-700
-70% -$63.3K ﹤0.01% 534
2023
Q1 		$86K Sell
1,000
-50
-5% -$4.7K ﹤0.01% 420
2022
Q4 		$93K Hold
1,050
– – ﹤0.01% 376
2022
Q3 		$80K Hold
1,050
– – ﹤0.01% 436
2022
Q2 		$83K Buy
1,050
+350
+50% +$29.3K ﹤0.01% 432
2022
Q1 		$61K Sell
700
-300
-30% -$30.9K ﹤0.01% 494
2021
Q4 		$103K Buy
1,000
+20
+2% +$2.13K ﹤0.01% 500
2021
Q3 		$90K Buy
980
+150
+18% +$13.1K ﹤0.01% 471
2021
Q2 		$221K Buy
830
+150
+22% +$10.9K ﹤0.01% 582
2021
Q1 		$151K Buy
+680
New +$45.9K ﹤0.01% 601
2020
Q1 		– Sell
-2,615
Closed -$128K – 478
2019
Q4 		$128K Buy
2,615
+1,865
+249% +$88K 0.01% 256
2019
Q3 		$34K Buy
+750
New +$33.2K ﹤0.01% 337

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Harel Insurance Investments & Financial Services's HLI Position: Q3 2025 in Review

Harel Insurance Investments & Financial Services sold out of Houlihan Lokey (HLI) in Q3 2025, closing a stake of 12 shares — an estimated $2K sold.

Harel Insurance Investments & Financial Services first reported a position in HLI in Q3 2019 and held it in 19 quarters. The position peaked at $221K in Q2 2021. 551 funds tracked by Wall St. Rank hold HLI as of Q3 2025.

  • Harel Insurance Investments & Financial Services reported no remaining Houlihan Lokey position as of Q3 2025 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 12 Houlihan Lokey shares in Q3 2025, an estimated $2K.
  • Harel Insurance Investments & Financial Services first reported a position in Houlihan Lokey in Q3 2019 and held it in 19 quarters.
  • Harel Insurance Investments & Financial Services's Houlihan Lokey position peaked at $221K in Q2 2021.
  • 551 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2025, filed 29 Oct 2025.