Lazard Asset Management
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Lazard Asset Management’s Houlihan Lokey HLI Stock Holding History

Lazard Asset 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
2025
Q3 		– Sell
-9,387
Closed -$1.69M – 2038
2025
Q2 		$1.69M Buy
9,387
+88
+0.9% +$14.8K ﹤0.01% 1071
2025
Q1 		$1.5M Buy
9,299
+1,508
+19% +$259K ﹤0.01% 1062
2024
Q4 		$1.35M Buy
7,791
+2,400
+45% +$423K ﹤0.01% 1018
2024
Q3 		$851K Buy
5,391
+2,865
+113% +$428K ﹤0.01% 1152
2024
Q2 		$340K Buy
2,526
+1,535
+155% +$201K ﹤0.01% 1367
2024
Q1 		$127K Buy
+991
New +$123K ﹤0.01% 1457
2022
Q4 		– Sell
-25,192
Closed -$1.9M – 2466
2022
Q3 		$1.9M Sell
25,192
-3,853
-13% -$312K ﹤0.01% 899
2022
Q2 		$2.29M Sell
29,045
-41,524
-59% -$3.47M ﹤0.01% 875
2022
Q1 		$6.2M Buy
70,569
+70,020
+12,754% +$7.21M 0.01% 723
2021
Q4 		$56K Buy
549
+259
+89% +$27.7K ﹤0.01% 1689
2021
Q3 		$26K Buy
+290
New +$25.4K ﹤0.01% 1947
2021
Q2 		– Sell
-391
Closed -$26K – 2004
2021
Q1 		$26K Hold
391
– – ﹤0.01% 1692
2020
Q4 		$26K Buy
+391
New +$25.3K ﹤0.01% 1633
2020
Q3 		– Sell
-800
Closed -$44K – 1660
2020
Q2 		$44K Buy
+800
New +$46.6K ﹤0.01% 1259
2019
Q4 		– Sell
-295
Closed -$13K – 1583
2019
Q3 		$13K Buy
+295
New +$13.1K ﹤0.01% 1225

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Lazard Asset Management's HLI Position: Q3 2025 in Review

Lazard Asset Management sold out of Houlihan Lokey (HLI) in Q3 2025, closing a stake of 9,387 shares — an estimated $1.69M sold.

Lazard Asset Management first reported a position in HLI in Q3 2019 and held it in 15 quarters. The position peaked at $6.2M in Q1 2022. 552 funds tracked by Wall St. Rank hold HLI as of Q3 2025.

  • Lazard Asset Management reported no remaining Houlihan Lokey position as of Q3 2025 after selling out during the quarter.
  • Lazard Asset Management sold 9,387 Houlihan Lokey shares in Q3 2025, an estimated $1.69M.
  • Lazard Asset Management first reported a position in Houlihan Lokey in Q3 2019 and held it in 15 quarters.
  • Lazard Asset Management's Houlihan Lokey position peaked at $6.2M in Q1 2022.
  • 552 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2025.

Based on Lazard Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.