INTECH Investment Management’s Houlihan Lokey HLI Stock Holding History

INTECH Investment Management’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	$4.48M	Sell	33,386 -13,465	-29%	-$1.99M	0.04%	399
2026 Q1	$6.73M	Buy	46,851 +45,331	+2,982%	+$7.46M	0.07%	271
2025 Q4	$265K	Sell	1,520 -8,498	-85%	-$1.56M	﹤0.01%	1823
2025 Q3	$2.06M	Buy	+10,018	New	+$1.96M	0.02%	761
2024 Q1	–	Sell	-3,830	Closed	-$459K	–	699
2023 Q4	$459K	Sell	3,830 -1,646	-30%	-$178K	0.01%	567
2023 Q3	$587K	Buy	+5,476	New	+$565K	0.01%	549

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

INTECH Investment Management's HLI Position: Q2 2026 in Review

INTECH Investment Management reduced its Houlihan Lokey (HLI) stake by 29% in Q2 2026, selling an estimated $1.99M and leaving 33,386 shares worth $4.48M. The position accounts for 0.04% of the portfolio, ranked #399.

INTECH Investment Management first reported a position in HLI in Q3 2023 and has held it in 6 quarters since. The position peaked at $6.73M in Q1 2026. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

INTECH Investment Management held 33,386 shares of Houlihan Lokey worth $4.48M as of Q2 2026.
INTECH Investment Management sold 13,465 Houlihan Lokey shares in Q2 2026, an estimated $1.99M.
Houlihan Lokey made up 0.04% of INTECH Investment Management's portfolio in Q2 2026, its #399 holding.
INTECH Investment Management first reported a position in Houlihan Lokey in Q3 2023 and has held it in 6 quarters since.
INTECH Investment Management's Houlihan Lokey position peaked at $6.73M in Q1 2026.
519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.