Ken Fisher
HLI icon

Ken Fisher’s Houlihan Lokey HLI Stock Holding History

Ken Fisher’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 		$1.11M Buy
+7,708
New +$1.27M ﹤0.01% 672

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ken Fisher's HLI Position: Q1 2026 in Review

Ken Fisher opened a new position in Houlihan Lokey (HLI) in Q1 2026: 7,708 shares worth $1.11M. The stake represents ﹤0.01% of the portfolio and ranks #672 among its holdings.

544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Ken Fisher held 7,708 shares of Houlihan Lokey worth $1.11M as of Q1 2026.
  • Houlihan Lokey was a new Ken Fisher position in Q1 2026.
  • Houlihan Lokey made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #672 holding.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.