Janney Montgomery Scott
HLI icon

Janney Montgomery Scott’s Houlihan Lokey HLI Stock Holding History

Janney Montgomery Scott’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 		$824K Buy
6,141
+2,896
+89% +$427K ﹤0.01% 2038
2026
Q1 		$466K Sell
3,245
-148
-4% -$24.3K ﹤0.01% 2092
2025
Q4 		$591K Sell
3,393
-202
-6% -$37.1K ﹤0.01% 2087
2025
Q3 		$738K Sell
3,595
-477
-12% -$93.5K ﹤0.01% 1915
2025
Q2 		$733K Sell
4,072
-86,609
-96% -$14.6M ﹤0.01% 1782
2025
Q1 		$14.6M Sell
90,681
-4,617
-5% -$793K 0.04% 415
2024
Q4 		$16.6M Buy
95,298
+90,343
+1,823% +$15.9M 0.05% 392
2024
Q3 		$783K Buy
4,955
+2,606
+111% +$389K ﹤0.01% 1670
2024
Q2 		$317K Sell
2,349
-41
-2% -$5.37K ﹤0.01% 2180
2024
Q1 		$306K Buy
+2,390
New +$296K ﹤0.01% 2331
2023
Q3 		– Sell
-2,241
Closed -$220K – 2661
2023
Q2 		$220K Sell
2,241
-220
-9% -$19.9K ﹤0.01% 2411
2023
Q1 		$215K Buy
2,461
+103
+4% +$9.69K ﹤0.01% 2248
2022
Q4 		$206K Sell
2,358
-2,423
-51% -$218K ﹤0.01% 2357
2022
Q3 		$360K Buy
4,781
+139
+3% +$11.3K ﹤0.01% 1892
2022
Q2 		$366K Sell
4,642
-1,058
-19% -$88.5K ﹤0.01% 1794
2022
Q1 		$500K Buy
5,700
+3,354
+143% +$345K ﹤0.01% 1610
2021
Q4 		$243K Buy
+2,346
New +$250K ﹤0.01% 2129
2019
Q3 		– Sell
-7,744
Closed -$345K – 2087
2019
Q2 		$345K Buy
7,744
+361
+5% +$16.9K ﹤0.01% 1625
2019
Q1 		$339K Buy
7,383
+19
+0.3% +$838 ﹤0.01% 1593
2018
Q4 		$271K Buy
7,364
+270
+4% +$11K ﹤0.01% 1624
2018
Q3 		$319K Buy
+7,094
New +$344K ﹤0.01% 1680

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

Janney Montgomery Scott's HLI Position: Q2 2026 in Review

Janney Montgomery Scott increased its Houlihan Lokey (HLI) stake by 89% in Q2 2026, buying an estimated $427K and bringing the position to 6,141 shares worth $824K. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

Janney Montgomery Scott first reported a position in HLI in Q3 2018 and has held it in 21 quarters since. The position peaked at $16.6M in Q4 2024. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Janney Montgomery Scott held 6,141 shares of Houlihan Lokey worth $824K as of Q2 2026.
  • Janney Montgomery Scott bought 2,896 Houlihan Lokey shares in Q2 2026, an estimated $427K.
  • Houlihan Lokey made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2038 holding.
  • Janney Montgomery Scott first reported a position in Houlihan Lokey in Q3 2018 and has held it in 21 quarters since.
  • Janney Montgomery Scott's Houlihan Lokey position peaked at $16.6M in Q4 2024.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.