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KLP Kapitalforvaltning’s Houlihan Lokey HLI Stock Holding History

KLP Kapitalforvaltning’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 		$1.7M Hold
12,700
– – 0.01% 861
2026
Q1 		$1.82M Buy
12,700
+800
+7% +$132K 0.01% 750
2025
Q4 		$2.07M Buy
11,900
+700
+6% +$128K 0.01% 703
2025
Q3 		$2.3M Hold
11,200
– – 0.01% 641
2025
Q2 		$2.02M Sell
11,200
-1,000
-8% -$168K 0.01% 664
2025
Q1 		$1.97M Sell
12,200
-400
-3% -$68.7K 0.01% 644
2024
Q4 		$2.19M Buy
+12,600
New +$2.22M 0.01% 638

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

KLP Kapitalforvaltning's HLI Position: Q2 2026 in Review

KLP Kapitalforvaltning held its Houlihan Lokey (HLI) position steady in Q2 2026 at 12,700 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #861.

KLP Kapitalforvaltning first reported a position in HLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.3M in Q3 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • KLP Kapitalforvaltning held 12,700 shares of Houlihan Lokey worth $1.7M as of Q2 2026.
  • KLP Kapitalforvaltning left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up 0.01% of KLP Kapitalforvaltning's portfolio in Q2 2026, its #861 holding.
  • KLP Kapitalforvaltning first reported a position in Houlihan Lokey in Q4 2024 and has held it in 7 quarters since.
  • KLP Kapitalforvaltning's Houlihan Lokey position peaked at $2.3M in Q3 2025.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on KLP Kapitalforvaltning's 13F filing for Q2 2026, filed 12 Aug 2026.