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Jefferies Financial Group’s Houlihan Lokey HLI Stock Holding History

Jefferies Financial Group’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 		$271K Sell
2,023
-3,377
-63% -$498K ﹤0.01% 1407
2026
Q1 		$776K Buy
5,400
+4,083
+310% +$672K 0.01% 1024
2025
Q4 		$229K Sell
1,317
-61
-4% -$11.2K ﹤0.01% 1578
2025
Q3 		$283K Buy
1,378
+111
+9% +$21.8K ﹤0.01% 1217
2025
Q2 		$228K Sell
1,267
-6,641
-84% -$1.12M ﹤0.01% 1096
2025
Q1 		$1.28M Buy
7,908
+6,633
+520% +$1.14M 0.01% 721
2024
Q4 		$221K Sell
1,275
-768
-38% -$135K ﹤0.01% 1362
2024
Q3 		$323K Buy
+2,043
New +$305K ﹤0.01% 1098
2023
Q3 		– Sell
-5,393
Closed -$530K – 1761
2023
Q2 		$530K Buy
+5,393
New +$488K ﹤0.01% 1157

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

Jefferies Financial Group's HLI Position: Q2 2026 in Review

Jefferies Financial Group reduced its Houlihan Lokey (HLI) stake by 63% in Q2 2026, selling an estimated $498K and leaving 2,023 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Jefferies Financial Group first reported a position in HLI in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.28M in Q1 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Jefferies Financial Group held 2,023 shares of Houlihan Lokey worth $271K as of Q2 2026.
  • Jefferies Financial Group sold 3,377 Houlihan Lokey shares in Q2 2026, an estimated $498K.
  • Houlihan Lokey made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1407 holding.
  • Jefferies Financial Group first reported a position in Houlihan Lokey in Q2 2023 and has held it in 9 quarters since.
  • Jefferies Financial Group's Houlihan Lokey position peaked at $1.28M in Q1 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.