JIC
HLI icon

Johnson Investment Counsel’s Houlihan Lokey HLI Stock Holding History

Johnson Investment Counsel’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 		– Sell
-1,191
Closed -$207K – 844
2025
Q4 		$207K Hold
1,191
– – ﹤0.01% 767
2025
Q3 		$245K Buy
1,191
+15
+1% +$2.94K ﹤0.01% 745
2025
Q2 		$212K Buy
+1,176
New +$198K ﹤0.01% 772
2025
Q1 		– Sell
-1,176
Closed -$204K – 821
2024
Q4 		$204K Buy
+1,176
New +$207K ﹤0.01% 757

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Johnson Investment Counsel's HLI Position: Q1 2026 in Review

Johnson Investment Counsel sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 1,191 shares — an estimated $207K sold.

Johnson Investment Counsel first reported a position in HLI in Q4 2024 and held it in 4 quarters. The position peaked at $245K in Q3 2025. 546 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Johnson Investment Counsel reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • Johnson Investment Counsel sold 1,191 Houlihan Lokey shares in Q1 2026, an estimated $207K.
  • Johnson Investment Counsel first reported a position in Houlihan Lokey in Q4 2024 and held it in 4 quarters.
  • Johnson Investment Counsel's Houlihan Lokey position peaked at $245K in Q3 2025.
  • 546 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Johnson Investment Counsel's 13F filing for Q1 2026, filed 4 May 2026.