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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
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
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Infrastructure Capital Advisors's HLI Position: Q1 2026 in Review

Infrastructure Capital Advisors increased its Houlihan Lokey (HLI) stake by 15% in Q1 2026, buying an estimated $39.2K and bringing the position to 1,810 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #134.

Infrastructure Capital Advisors first reported a position in HLI in Q3 2025 and has held it in 3 quarters since. The position peaked at $282K in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Infrastructure Capital Advisors held 1,810 shares of Houlihan Lokey worth $260K as of Q1 2026.
  • Infrastructure Capital Advisors bought 238 Houlihan Lokey shares in Q1 2026, an estimated $39.2K.
  • Houlihan Lokey made up 0.02% of Infrastructure Capital Advisors's portfolio in Q1 2026, its #134 holding.
  • Infrastructure Capital Advisors first reported a position in Houlihan Lokey in Q3 2025 and has held it in 3 quarters since.
  • Infrastructure Capital Advisors's Houlihan Lokey position peaked at $282K in Q3 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Infrastructure Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.