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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
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
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

INTECH Investment Management's HLI Position: Q1 2026 in Review

INTECH Investment Management increased its Houlihan Lokey (HLI) stake by 2,982% in Q1 2026, buying an estimated $7.46M and bringing the position to 46,851 shares worth $6.73M. The position accounts for 0.07% of the portfolio, ranked #271.

INTECH Investment Management first reported a position in HLI in Q3 2023 and has held it in 5 quarters since. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • INTECH Investment Management held 46,851 shares of Houlihan Lokey worth $6.73M as of Q1 2026.
  • INTECH Investment Management bought 45,331 Houlihan Lokey shares in Q1 2026, an estimated $7.46M.
  • Houlihan Lokey made up 0.07% of INTECH Investment Management's portfolio in Q1 2026, its #271 holding.
  • INTECH Investment Management first reported a position in Houlihan Lokey in Q3 2023 and has held it in 5 quarters since.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on INTECH Investment Management's 13F filing for Q1 2026, filed 8 May 2026.