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HFM Investment Advisors’s Houlihan Lokey HLI Stock Holding History

HFM Investment 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
Q2 		$939 Buy
7
+4
+133% +$590 ﹤0.01% 759
2026
Q1 		$431 Sell
3
-10
-77% -$1.65K ﹤0.01% 727
2025
Q4 		$2.27K Buy
13
+8
+160% +$1.47K ﹤0.01% 278
2025
Q3 		$1.03K Hold
5
– – ﹤0.01% 356
2025
Q2 		$900 Buy
5
+3
+150% +$504 ﹤0.01% 406
2025
Q1 		$323 Buy
+2
New +$344 ﹤0.01% 441

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's HLI Position: Q2 2026 in Review

HFM Investment Advisors increased its Houlihan Lokey (HLI) stake by 133% in Q2 2026, buying an estimated $590 and bringing the position to 7 shares worth $939. The position accounts for ﹤0.01% of the portfolio, ranked #759.

HFM Investment Advisors first reported a position in HLI in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.27K in Q4 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • HFM Investment Advisors held 7 shares of Houlihan Lokey worth $939 as of Q2 2026.
  • HFM Investment Advisors bought 4 Houlihan Lokey shares in Q2 2026, an estimated $590.
  • Houlihan Lokey made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #759 holding.
  • HFM Investment Advisors first reported a position in Houlihan Lokey in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's Houlihan Lokey position peaked at $2.27K in Q4 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.