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Linden Thomas Advisory Services’s Houlihan Lokey HLI Stock Holding History

Linden Thomas Advisory Services’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 		$1.33M Sell
9,950
-321
-3% -$47.4K 0.11% 304
2026
Q1 		$1.48M Buy
10,271
+921
+10% +$152K 0.14% 255
2025
Q4 		$1.63M Buy
9,350
+288
+3% +$52.9K 0.17% 190
2025
Q3 		$1.86M Buy
9,062
+291
+3% +$57.1K 0.19% 170
2025
Q2 		$1.58M Sell
8,771
-1,425
-14% -$239K 0.17% 196
2025
Q1 		$1.65M Buy
10,196
+741
+8% +$127K 0.21% 172
2024
Q4 		$1.64M Buy
9,455
+208
+2% +$36.6K 0.21% 174
2024
Q3 		$1.46M Buy
9,247
+479
+5% +$71.6K 0.2% 198
2024
Q2 		$1.18M Buy
8,768
+210
+2% +$27.5K 0.18% 234
2024
Q1 		$1.1M Sell
8,558
-853
-9% -$106K 0.18% 244
2023
Q4 		$1.13M Buy
9,411
+1,436
+18% +$156K 0.21% 210
2023
Q3 		$854K Buy
7,975
+927
+13% +$95.6K 0.19% 227
2023
Q2 		$693K Buy
7,048
+1,359
+24% +$123K 0.15% 261
2023
Q1 		$498K Buy
5,689
+1,791
+46% +$169K 0.12% 287
2022
Q4 		$340K Buy
+3,898
New +$350K 0.1% 296

Other funds holding HLI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Linden Thomas Advisory Services's HLI Position: Q2 2026 in Review

Linden Thomas Advisory Services reduced its Houlihan Lokey (HLI) stake by 3.1% in Q2 2026, selling an estimated $47.4K and leaving 9,950 shares worth $1.33M. The position accounts for 0.11% of the portfolio, ranked #304.

Linden Thomas Advisory Services first reported a position in HLI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.86M in Q3 2025. 113 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Linden Thomas Advisory Services held 9,950 shares of Houlihan Lokey worth $1.33M as of Q2 2026.
  • Linden Thomas Advisory Services sold 321 Houlihan Lokey shares in Q2 2026, an estimated $47.4K.
  • Houlihan Lokey made up 0.11% of Linden Thomas Advisory Services's portfolio in Q2 2026, its #304 holding.
  • Linden Thomas Advisory Services first reported a position in Houlihan Lokey in Q4 2022 and has held it in 15 quarters since.
  • Linden Thomas Advisory Services's Houlihan Lokey position peaked at $1.86M in Q3 2025.
  • 113 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.