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Jupiter Topco’s Houlihan Lokey HLI Stock Holding History

Jupiter Topco’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 		$4.1M Buy
+30,584
New +$4.51M ﹤0.01% 1132

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

Jupiter Topco's HLI Position: Q2 2026 in Review

Jupiter Topco opened a new position in Houlihan Lokey (HLI) in Q2 2026: 30,584 shares worth $4.1M. The stake represents ﹤0.01% of the portfolio and ranks #1132 among its holdings.

486 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Jupiter Topco held 30,584 shares of Houlihan Lokey worth $4.1M as of Q2 2026.
  • Houlihan Lokey was a new Jupiter Topco position in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Jupiter Topco's portfolio in Q2 2026, its #1132 holding.
  • 486 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Jupiter Topco's 13F filing for Q2 2026, filed 14 Aug 2026.