HRT Financial’s Houlihan Lokey HLI Stock Holding History

HRT Financial’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	$1.96M	Buy	+13,655	New	+$2.25M	﹤0.01%	1628
2025 Q4	–	Sell	-4,104	Closed	-$842K	–	3520
2025 Q3	$842K	Buy	+4,104	New	+$805K	﹤0.01%	1617
2023 Q4	–	Sell	-29,771	Closed	-$3.19M	–	2629
2023 Q3	$3.19M	Sell	29,771 -95,377	-76%	-$9.83M	0.03%	439
2023 Q2	$12.3M	Buy	+125,148	New	+$11.3M	0.12%	119
2022 Q4	–	Sell	-3,257	Closed	-$245K	–	2740
2022 Q3	$245K	Sell	3,257 -8,617	-73%	-$698K	﹤0.01%	2117
2022 Q2	$937K	Sell	11,874 -642	-5%	-$53.7K	0.01%	1003
2022 Q1	$1.1M	Buy	+12,516	New	+$1.29M	0.01%	955
2021 Q4	–	Sell	-22,113	Closed	-$2.04M	–	3552
2021 Q3	$2.04M	Buy	22,113 +12,817	+138%	+$1.12M	0.01%	728
2021 Q2	$760K	Buy	+9,296	New	+$673K	0.01%	1336

Other funds holding HLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HRT Financial's HLI Position: Q1 2026 in Review

HRT Financial opened a new position in Houlihan Lokey (HLI) in Q1 2026: 13,655 shares worth $1.96M. The stake represents ﹤0.01% of the portfolio and ranks #1628 among its holdings. This is a return to the name: HRT Financial previously reported a position in HLI as recently as Q3 2025.

HRT Financial first reported a position in HLI in Q2 2021 and has held it in 9 quarters since. The position peaked at $12.3M in Q2 2023. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

HRT Financial held 13,655 shares of Houlihan Lokey worth $1.96M as of Q1 2026.
Houlihan Lokey was a new HRT Financial position in Q1 2026.
Houlihan Lokey made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #1628 holding.
HRT Financial first reported a position in Houlihan Lokey in Q2 2021 and has held it in 9 quarters since.
HRT Financial's Houlihan Lokey position peaked at $12.3M in Q2 2023.
544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.