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HLI icon

Inspire Investing’s Houlihan Lokey HLI Stock Holding History

Inspire Investing’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
2025
Q3 		– Sell
-4,884
Closed -$879K – 898
2025
Q2 		$879K Buy
+4,884
New +$821K 0.1% 218
2022
Q3 		– Sell
-2,693
Closed -$213K – 795
2022
Q2 		$213K Sell
2,693
-3
-0.1% -$251 0.03% 417
2022
Q1 		$237K Buy
2,696
+282
+12% +$29K 0.03% 421
2021
Q4 		$250K Sell
2,414
-28
-1% -$2.99K 0.03% 450
2021
Q3 		$225K Buy
+2,442
New +$214K 0.03% 702
2020
Q4 		– Sell
-5,940
Closed -$351K – 651
2020
Q3 		$351K Buy
5,940
+1,859
+46% +$107K 0.1% 216
2020
Q2 		$227K Sell
4,081
-601
-13% -$35K 0.08% 361
2020
Q1 		$244K Buy
+4,682
New +$243K 0.1% 290
2018
Q1 		– Sell
-1,237
Closed -$56K – 411
2017
Q4 		$56K Buy
+1,237
New +$52.9K 0.05% 548

Other funds holding HLI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return