IA
HLI icon

IFP Advisors’s Houlihan Lokey HLI Stock Holding History

IFP Advisors’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 		$137K Sell
1,023
-264
-21% -$39K ﹤0.01% 1761
2026
Q1 		$185K Sell
1,287
-407
-24% -$67K ﹤0.01% 1441
2025
Q4 		$295K Buy
1,694
+72
+4% +$13.2K 0.01% 1170
2025
Q3 		$333K Sell
1,622
-60
-4% -$11.8K 0.01% 1035
2025
Q2 		$303K Buy
1,682
+4
+0.2% +$672 0.01% 1059
2025
Q1 		$275K Buy
1,678
+673
+67% +$116K 0.01% 1025
2024
Q4 		$179K Buy
1,005
+36
+4% +$6.34K 0.01% 1172
2024
Q3 		$153K Buy
+969
New +$145K 0.01% 1213
2024
Q2 		– Sell
-5
Closed -$641 – 3275
2024
Q1 		$641 Buy
+5
New +$619 ﹤0.01% 2941
2023
Q4 		– Sell
-10
Closed -$1.07K – 3184
2023
Q3 		$1.07K Buy
+10
New +$1.03K ﹤0.01% 2988
2022
Q4 		– Sell
-7
Closed -$1K – 4695
2022
Q3 		$1K Hold
7
– – ﹤0.01% 4570
2022
Q2 		$1K Hold
7
– – ﹤0.01% 4345
2022
Q1 		$1K Buy
+7
New +$721 ﹤0.01% 4344
2020
Q4 		– Sell
-47
Closed -$3.05K – 3006
2020
Q3 		$3K Hold
47
– – ﹤0.01% 2361
2020
Q2 		$3K Sell
47
-197
-81% -$11.5K ﹤0.01% 2266
2020
Q1 		$13K Buy
244
+138
+130% +$7.15K ﹤0.01% 1664
2019
Q4 		$6K Hold
106
– – ﹤0.01% 2117
2019
Q3 		$4K Buy
+106
New +$4.69K ﹤0.01% 2432
2019
Q1 		– Sell
-106
Closed -$4K – 2800
2018
Q4 		$4K Buy
106
+83
+361% +$3.38K ﹤0.01% 2937
2018
Q3 		$1K Hold
23
– – ﹤0.01% 3685
2018
Q2 		$1K Buy
+23
New +$1.1K ﹤0.01% 3728

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 $3.37T AUM 44.26% 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

IFP Advisors's HLI Position: Q2 2026 in Review

IFP Advisors reduced its Houlihan Lokey (HLI) stake by 21% in Q2 2026, selling an estimated $39K and leaving 1,023 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

IFP Advisors first reported a position in HLI in Q2 2018 and has held it in 21 quarters since. The position peaked at $333K in Q3 2025. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • IFP Advisors held 1,023 shares of Houlihan Lokey worth $137K as of Q2 2026.
  • IFP Advisors sold 264 Houlihan Lokey shares in Q2 2026, an estimated $39K.
  • Houlihan Lokey made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1761 holding.
  • IFP Advisors first reported a position in Houlihan Lokey in Q2 2018 and has held it in 21 quarters since.
  • IFP Advisors's Houlihan Lokey position peaked at $333K in Q3 2025.
  • 515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.