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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
Q2 		$22.3M Buy
166,495
+152,840
+1,119% +$22.6M 0.04% 429
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
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

HRT Financial's HLI Position: Q2 2026 in Review

HRT Financial increased its Houlihan Lokey (HLI) stake by 1,119% in Q2 2026, buying an estimated $22.6M and bringing the position to 166,495 shares worth $22.3M. The position accounts for 0.04% of the portfolio, ranked #429.

HRT Financial first reported a position in HLI in Q2 2021 and has held it in 10 quarters since. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • HRT Financial held 166,495 shares of Houlihan Lokey worth $22.3M as of Q2 2026.
  • HRT Financial bought 152,840 Houlihan Lokey shares in Q2 2026, an estimated $22.6M.
  • Houlihan Lokey made up 0.04% of HRT Financial's portfolio in Q2 2026, its #429 holding.
  • HRT Financial first reported a position in Houlihan Lokey in Q2 2021 and has held it in 10 quarters since.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.