HI
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Horizon Investments’s Houlihan Lokey HLI Stock Holding History

Horizon Investments’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 		$190K Buy
1,320
+187
+17% +$30.8K ﹤0.01% 983
2025
Q4 		$197K Sell
1,133
-27,453
-96% -$5.04M ﹤0.01% 955
2025
Q3 		$5.87M Buy
28,586
+8,956
+46% +$1.76M 0.08% 208
2025
Q2 		$3.53M Buy
19,630
+19,619
+178,355% +$3.3M 0.06% 254
2025
Q1 		$1.78K Hold
11
– – ﹤0.01% 731
2024
Q4 		$1.91K Buy
+11
New +$1.94K ﹤0.01% 731

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Horizon Investments's HLI Position: Q1 2026 in Review

Horizon Investments increased its Houlihan Lokey (HLI) stake by 17% in Q1 2026, buying an estimated $30.8K and bringing the position to 1,320 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Horizon Investments first reported a position in HLI in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.87M in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Horizon Investments held 1,320 shares of Houlihan Lokey worth $190K as of Q1 2026.
  • Horizon Investments bought 187 Houlihan Lokey shares in Q1 2026, an estimated $30.8K.
  • Houlihan Lokey made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #983 holding.
  • Horizon Investments first reported a position in Houlihan Lokey in Q4 2024 and has held it in 6 quarters since.
  • Horizon Investments's Houlihan Lokey position peaked at $5.87M in Q3 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.