HSBC Holdings’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.64M | Sell |
18,295
-7,381
| -29% | -$1.21M | ﹤0.01% | 1404 |
|
|
2025
Q4 | $4.48M | Sell |
25,676
-10,042
| -28% | -$1.84M | ﹤0.01% | 1250 |
|
|
2025
Q3 | $7.32M | Sell |
35,718
-5,616
| -14% | -$1.1M | ﹤0.01% | 1037 |
|
|
2025
Q2 | $7.52M | Sell |
41,334
-5,338
| -11% | -$897K | ﹤0.01% | 993 |
|
|
2025
Q1 | $7.42M | Buy |
46,672
+16,951
| +57% | +$2.91M | ﹤0.01% | 983 |
|
|
2024
Q4 | $5.17M | Buy |
29,721
+23,714
| +395% | +$4.18M | ﹤0.01% | 1122 |
|
|
2024
Q3 | $940K | Sell |
6,007
-1,982
| -25% | -$296K | ﹤0.01% | 1730 |
|
|
2024
Q2 | $1.08M | Sell |
7,989
-9,386
| -54% | -$1.23M | ﹤0.01% | 1650 |
|
|
2024
Q1 | $2.23M | Buy |
17,375
+5,268
| +44% | +$652K | ﹤0.01% | 1431 |
|
|
2023
Q4 | $1.46M | Sell |
12,107
-7,572
| -38% | -$821K | ﹤0.01% | 1618 |
|
|
2023
Q3 | $2.12M | Buy |
19,679
+6,917
| +54% | +$713K | ﹤0.01% | 1424 |
|
|
2023
Q2 | $1.26M | Buy |
+12,762
| New | +$1.15M | ﹤0.01% | 1615 |
|
|
2023
Q1 | – | Sell |
-12,119
| Closed | -$1.05M | – | 2825 |
|
|
2022
Q4 | $1.05M | Buy |
+12,119
| New | +$1.09M | ﹤0.01% | 1943 |
|
|
2022
Q3 | – | Sell |
-7,400
| Closed | -$589K | – | 3073 |
|
|
2022
Q2 | $589K | Sell |
7,400
-7,112
| -49% | -$595K | ﹤0.01% | 2232 |
|
|
2022
Q1 | $1.28M | Buy |
14,512
+7,542
| +108% | +$777K | ﹤0.01% | 1798 |
|
|
2021
Q4 | $722K | Buy |
6,970
+1,797
| +35% | +$192K | ﹤0.01% | 2237 |
|
|
2021
Q3 | $478K | Sell |
5,173
-1,243
| -19% | -$109K | ﹤0.01% | 2276 |
|
|
2021
Q2 | $524K | Buy |
6,416
+1,610
| +33% | +$117K | ﹤0.01% | 2135 |
|
|
2021
Q1 | $320K | Sell |
4,806
-12,029
| -71% | -$812K | ﹤0.01% | 2247 |
|
|
2020
Q4 | $1.13M | Buy |
16,835
+5,381
| +47% | +$349K | ﹤0.01% | 1618 |
|
|
2020
Q3 | $675K | Buy |
11,454
+3,225
| +39% | +$185K | ﹤0.01% | 1758 |
|
|
2020
Q2 | $458K | Buy |
8,229
+2,920
| +55% | +$170K | ﹤0.01% | 1888 |
|
|
2020
Q1 | $276K | Sell |
5,309
-10,493
| -66% | -$544K | ﹤0.01% | 2100 |
|
|
2019
Q4 | $777K | Sell |
15,802
-32,174
| -67% | -$1.52M | ﹤0.01% | 1982 |
|
|
2019
Q3 | $2.16M | Buy |
47,976
+10,198
| +27% | +$452K | ﹤0.01% | 1558 |
|
|
2019
Q2 | $1.68M | Buy |
37,778
+30,631
| +429% | +$1.43M | ﹤0.01% | 1591 |
|
|
2019
Q1 | $328K | Buy |
7,147
+1,092
| +18% | +$48.2K | ﹤0.01% | 2297 |
|
|
2018
Q4 | $222K | Buy |
6,055
+725
| +14% | +$29.6K | ﹤0.01% | 2434 |
|
|
2018
Q3 | $239K | Sell |
5,330
-30,935
| -85% | -$1.5M | ﹤0.01% | 2334 |
|
|
2018
Q2 | $1.86M | Buy |
36,265
+29,682
| +451% | +$1.42M | ﹤0.01% | 1530 |
|
|
2018
Q1 | $294K | Buy |
6,583
+917
| +16% | +$43.4K | ﹤0.01% | 2201 |
|
|
2017
Q4 | $257K | Buy |
5,666
+400
| +8% | +$17.1K | ﹤0.01% | 1789 |
|
|
2017
Q3 | $206K | Buy |
+5,266
| New | +$192K | ﹤0.01% | 2149 |
|
Other funds holding HLI
VPM
VCM
HSBC Holdings's HLI Position: Q1 2026 in Review
HSBC Holdings reduced its Houlihan Lokey (HLI) stake by 29% in Q1 2026, selling an estimated $1.21M and leaving 18,295 shares worth $2.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1404.
HSBC Holdings first reported a position in HLI in Q3 2017 and has held it in 33 quarters since. The position peaked at $7.52M in Q2 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.
- HSBC Holdings held 18,295 shares of Houlihan Lokey worth $2.64M as of Q1 2026.
- HSBC Holdings sold 7,381 Houlihan Lokey shares in Q1 2026, an estimated $1.21M.
- Houlihan Lokey made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #1404 holding.
- HSBC Holdings first reported a position in Houlihan Lokey in Q3 2017 and has held it in 33 quarters since.
- HSBC Holdings's Houlihan Lokey position peaked at $7.52M in Q2 2025.
- 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.
Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.