ICA
HLI icon

Infrastructure Capital Advisors’s Houlihan Lokey HLI Stock Holding History

Infrastructure Capital 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 		$247K Buy
1,844
+34
+2% +$5.02K 0.01% 174
2026
Q1 		$260K Buy
1,810
+238
+15% +$39.2K 0.02% 134
2025
Q4 		$274K Hold
1,572
– – 0.03% 132
2025
Q3 		$282K Buy
+1,572
New +$308K 0.03% 123

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

Infrastructure Capital Advisors's HLI Position: Q2 2026 in Review

Infrastructure Capital Advisors increased its Houlihan Lokey (HLI) stake by 1.9% in Q2 2026, buying an estimated $5.02K and bringing the position to 1,844 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #174.

Infrastructure Capital Advisors first reported a position in HLI in Q3 2025 and has held it in 4 quarters since. The position peaked at $282K in Q3 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Infrastructure Capital Advisors held 1,844 shares of Houlihan Lokey worth $247K as of Q2 2026.
  • Infrastructure Capital Advisors bought 34 Houlihan Lokey shares in Q2 2026, an estimated $5.02K.
  • Houlihan Lokey made up 0.01% of Infrastructure Capital Advisors's portfolio in Q2 2026, its #174 holding.
  • Infrastructure Capital Advisors first reported a position in Houlihan Lokey in Q3 2025 and has held it in 4 quarters since.
  • Infrastructure Capital Advisors's Houlihan Lokey position peaked at $282K in Q3 2025.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Infrastructure Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.