Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Houlihan Lokey HLI Stock Holding History

Kayne Anderson Rudnick Investment Management’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 		$325M Sell
2,426,619
-215,527
-8% -$31.8M 1.01% 31
2026
Q1 		$379M Sell
2,642,146
-130,661
-5% -$21.5M 1.11% 27
2025
Q4 		$483M Sell
2,772,807
-149,067
-5% -$27.4M 1.3% 22
2025
Q3 		$600M Sell
2,921,874
-85,078
-3% -$16.7M 1.46% 16
2025
Q2 		$541M Buy
3,006,952
+79,993
+3% +$13.4M 1.29% 26
2025
Q1 		$473M Sell
2,926,959
-354,335
-11% -$60.9M 1.16% 28
2024
Q4 		$570M Buy
3,281,294
+208,851
+7% +$36.8M 1.31% 22
2024
Q3 		$486M Sell
3,072,443
-15,455
-0.5% -$2.31M 1.07% 33
2024
Q2 		$416M Buy
3,087,898
+38,155
+1% +$4.99M 1.02% 34
2024
Q1 		$391M Buy
3,049,743
+263,931
+9% +$32.7M 0.91% 41
2023
Q4 		$334M Buy
2,785,812
+25,668
+0.9% +$2.78M 0.84% 45
2023
Q3 		$296M Buy
2,760,144
+17,696
+0.6% +$1.82M 0.84% 43
2023
Q2 		$270M Buy
2,742,448
+47,178
+2% +$4.27M 0.76% 47
2023
Q1 		$236M Buy
2,695,270
+1,955
+0.1% +$184K 0.69% 49
2022
Q4 		$235M Sell
2,693,315
-89,390
-3% -$8.03M 0.73% 50
2022
Q3 		$210M Sell
2,782,705
-49,560
-2% -$4.02M 0.7% 52
2022
Q2 		$224M Sell
2,832,265
-81,979
-3% -$6.85M 0.71% 56
2022
Q1 		$256M Buy
2,914,244
+13,232
+0.5% +$1.36M 0.68% 53
2021
Q4 		$300M Sell
2,901,012
-633,313
-18% -$67.6M 0.69% 52
2021
Q3 		$326M Sell
3,534,325
-706
-0% -$61.9K 0.79% 50
2021
Q2 		$289M Buy
3,535,031
+412,298
+13% +$29.8M 0.71% 53
2021
Q1 		$208M Buy
3,122,733
+248,484
+9% +$16.8M 0.56% 63
2020
Q4 		$193M Buy
2,874,249
+171,434
+6% +$11.1M 0.56% 61
2020
Q3 		$160M Buy
2,702,815
+174,744
+7% +$10M 0.58% 61
2020
Q2 		$140M Buy
2,528,071
+176,328
+7% +$10.3M 0.59% 51
2020
Q1 		$123M Buy
2,351,743
+22,040
+0.9% +$1.14M 0.7% 39
2019
Q4 		$114M Buy
2,329,703
+27,879
+1% +$1.32M 0.55% 52
2019
Q3 		$104M Buy
2,301,824
+19,775
+0.9% +$876K 0.54% 52
2019
Q2 		$102M Buy
2,282,049
+65,804
+3% +$3.07M 0.54% 53
2019
Q1 		$102M Buy
2,216,245
+363,093
+20% +$16M 0.58% 47
2018
Q4 		$68.2M Buy
1,853,152
+133,768
+8% +$5.45M 0.47% 57
2018
Q3 		$77.3M Buy
1,719,384
+19,659
+1% +$953K 0.45% 58
2018
Q2 		$87.1M Buy
1,699,725
+422,235
+33% +$20.2M 0.56% 50
2018
Q1 		$57M Buy
1,277,490
+1,177,361
+1,176% +$55.7M 0.43% 71
2017
Q4 		$4.55M Buy
+100,129
New +$4.28M 0.04% 205

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's HLI Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Houlihan Lokey (HLI) stake by 8.2% in Q2 2026, selling an estimated $31.8M and leaving 2,426,619 shares worth $325M. The position accounts for 1.01% of the portfolio, ranked #31.

Kayne Anderson Rudnick Investment Management first reported a position in HLI in Q4 2017 and has held it in 35 quarters since. The position peaked at $600M in Q3 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 2,426,619 shares of Houlihan Lokey worth $325M as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management sold 215,527 Houlihan Lokey shares in Q2 2026, an estimated $31.8M.
  • Houlihan Lokey made up 1.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #31 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Houlihan Lokey in Q4 2017 and has held it in 35 quarters since.
  • Kayne Anderson Rudnick Investment Management's Houlihan Lokey position peaked at $600M in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.