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Integrated Investment Consultants’s Houlihan Lokey HLI Stock Holding History

Integrated Investment Consultants’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 		$414K Sell
3,088
-13
-0.4% -$1.92K 0.08% 164
2026
Q1 		$445K Sell
3,101
-194
-6% -$31.9K 0.09% 140
2025
Q4 		$574K Sell
3,295
-1,019
-24% -$187K 0.11% 122
2025
Q3 		$886K Hold
4,314
– – 0.15% 96
2025
Q2 		$776K Sell
4,314
-4,734
-52% -$795K 0.15% 101
2025
Q1 		$1.46M Buy
9,048
+2,836
+46% +$487K 0.29% 63
2024
Q4 		$1.08M Sell
6,212
-9,962
-62% -$1.75M 0.22% 83
2024
Q3 		$989K Buy
16,174
+9,490
+142% +$1.42M 0.22% 69
2024
Q2 		$857K Hold
6,684
– – 0.24% 67
2024
Q1 		$857K Sell
6,684
-1,075
-14% -$133K 0.24% 67
2023
Q4 		$930K Sell
7,759
-81
-1% -$8.78K 0.29% 52
2023
Q3 		$840K Buy
7,840
+171
+2% +$17.6K 0.31% 52
2023
Q2 		$754K Buy
7,669
+21
+0.3% +$1.9K 0.24% 68
2023
Q1 		$669K Sell
7,648
-160
-2% -$15.1K 0.21% 71
2022
Q4 		$681K Buy
7,808
+105
+1% +$9.44K 0.23% 67
2022
Q3 		$581K Hold
7,703
– – 0.23% 67
2022
Q2 		$608K Sell
7,703
-98
-1% -$8.19K 0.22% 70
2022
Q1 		$685K Buy
7,801
+186
+2% +$19.1K 0.19% 88
2021
Q4 		$788K Sell
7,615
-7
-0.1% -$747 0.21% 83
2021
Q3 		$702K Buy
7,622
+83
+1% +$7.27K 0.21% 87
2021
Q2 		$617K Buy
7,539
+5
+0.1% +$362 0.18% 100
2021
Q1 		$501K Buy
7,534
+415
+6% +$28K 0.17% 107
2020
Q4 		$479K Buy
7,119
+27
+0.4% +$1.75K 0.18% 97
2020
Q3 		$419K Buy
7,092
+2,744
+63% +$157K 0.2% 96
2020
Q2 		$242K Hold
4,348
– – 0.11% 130
2020
Q1 		$227K Buy
+4,348
New +$225K 0.13% 121

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

Integrated Investment Consultants's HLI Position: Q2 2026 in Review

Integrated Investment Consultants reduced its Houlihan Lokey (HLI) stake by 0.42% in Q2 2026, selling an estimated $1.92K and leaving 3,088 shares worth $414K. The position accounts for 0.08% of the portfolio, ranked #164.

Integrated Investment Consultants first reported a position in HLI in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.46M in Q1 2025. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Integrated Investment Consultants held 3,088 shares of Houlihan Lokey worth $414K as of Q2 2026.
  • Integrated Investment Consultants sold 13 Houlihan Lokey shares in Q2 2026, an estimated $1.92K.
  • Houlihan Lokey made up 0.08% of Integrated Investment Consultants's portfolio in Q2 2026, its #164 holding.
  • Integrated Investment Consultants first reported a position in Houlihan Lokey in Q1 2020 and has held it in 26 quarters since.
  • Integrated Investment Consultants's Houlihan Lokey position peaked at $1.46M in Q1 2025.
  • 515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.