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Henshaw Capital’s Houlihan Lokey HLI Stock Holding History

Henshaw Capital’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 		$1.26M Buy
9,387
+1,423
+18% +$210K 0.04% 106
2026
Q1 		$1.14M Buy
+7,964
New +$1.31M 0.04% 107

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

Henshaw Capital's HLI Position: Q2 2026 in Review

Henshaw Capital increased its Houlihan Lokey (HLI) stake by 18% in Q2 2026, buying an estimated $210K and bringing the position to 9,387 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #106.

Henshaw Capital first reported a position in HLI in Q1 2026 and has held it in 2 quarters since. 517 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Henshaw Capital held 9,387 shares of Houlihan Lokey worth $1.26M as of Q2 2026.
  • Henshaw Capital bought 1,423 Houlihan Lokey shares in Q2 2026, an estimated $210K.
  • Houlihan Lokey made up 0.04% of Henshaw Capital's portfolio in Q2 2026, its #106 holding.
  • Henshaw Capital first reported a position in Houlihan Lokey in Q1 2026 and has held it in 2 quarters since.
  • 517 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Henshaw Capital's 13F filing for Q2 2026, filed 12 Aug 2026.