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Lindbrook Capital’s Houlihan Lokey HLI Stock Holding History

Lindbrook Capital’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
Q1 		$140K Buy
865
+726
+522% +$125K 0.01% 543
2024
Q4 		$24.1K Buy
139
+1
+0.7% +$176 ﹤0.01% 1176
2024
Q3 		$21.8K Buy
138
+3
+2% +$448 ﹤0.01% 1252
2024
Q2 		$18.2K Hold
135
– – ﹤0.01% 1297
2024
Q1 		$17.3K Buy
135
+3
+2% +$371 ﹤0.01% 1285
2023
Q4 		$15.8K Sell
132
-9
-6% -$976 ﹤0.01% 1312
2023
Q3 		$15.1K Buy
141
+6
+4% +$619 ﹤0.01% 1201
2023
Q2 		$13.3K Hold
135
– – ﹤0.01% 1306
2023
Q1 		$11.8K Hold
135
– – ﹤0.01% 1351
2022
Q4 		$11.8K Buy
135
+103
+322% +$9.26K ﹤0.01% 1357
2022
Q3 		$2K Buy
32
+9
+39% +$729 ﹤0.01% 2070
2022
Q2 		$2K Buy
23
+9
+64% +$753 ﹤0.01% 1970
2022
Q1 		$1K Buy
14
+8
+133% +$824 ﹤0.01% 2252
2021
Q4 		$1K Hold
6
– – ﹤0.01% 1929
2021
Q3 		$1K Hold
6
– – ﹤0.01% 1727
2021
Q2 		$0 Hold
6
– – ﹤0.01% 1950
2021
Q1 		$0 Sell
6
-12
-67% -$810 ﹤0.01% 1899
2020
Q4 		$1K Sell
18
-95
-84% -$6.16K ﹤0.01% 1622
2020
Q3 		$7K Buy
113
+62
+122% +$3.55K ﹤0.01% 959
2020
Q2 		$3K Hold
51
– – ﹤0.01% 1259
2020
Q1 		$3K Hold
51
– – ﹤0.01% 1194
2019
Q4 		$2K Hold
51
– – ﹤0.01% 1289
2019
Q3 		$2K Hold
51
– – ﹤0.01% 1262
2019
Q2 		$2K Hold
51
– – ﹤0.01% 1230
2019
Q1 		$2K Buy
+51
New +$2.25K ﹤0.01% 1229

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 $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $33.1B AUM 11.16% 1-Year Est. Return

Lindbrook Capital's HLI Position: Q1 2025 in Review

Lindbrook Capital increased its Houlihan Lokey (HLI) stake by 522% in Q1 2025, buying an estimated $125K and bringing the position to 865 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #543.

Lindbrook Capital first reported a position in HLI in Q1 2019 and has held it in 25 quarters since. 524 funds tracked by Wall St. Rank hold HLI as of Q1 2025.

  • Lindbrook Capital held 865 shares of Houlihan Lokey worth $140K as of Q1 2025.
  • Lindbrook Capital bought 726 Houlihan Lokey shares in Q1 2025, an estimated $125K.
  • Houlihan Lokey made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #543 holding.
  • Lindbrook Capital first reported a position in Houlihan Lokey in Q1 2019 and has held it in 25 quarters since.
  • 524 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.