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
Q2 		$207K Buy
1,547
+227
+17% +$33.5K ﹤0.01% 1007
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
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

Horizon Investments's HLI Position: Q2 2026 in Review

Horizon Investments increased its Houlihan Lokey (HLI) stake by 17% in Q2 2026, buying an estimated $33.5K and bringing the position to 1,547 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Horizon Investments first reported a position in HLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.87M in Q3 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Horizon Investments held 1,547 shares of Houlihan Lokey worth $207K as of Q2 2026.
  • Horizon Investments bought 227 Houlihan Lokey shares in Q2 2026, an estimated $33.5K.
  • Houlihan Lokey made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1007 holding.
  • Horizon Investments first reported a position in Houlihan Lokey in Q4 2024 and has held it in 7 quarters since.
  • Horizon Investments's Houlihan Lokey position peaked at $5.87M in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.