Los Angeles Capital Management’s Houlihan Lokey HLI Stock Holding History

Los Angeles Capital 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
2026 Q2	$188K	Buy	1,398 +199	+17%	+$29.4K	﹤0.01%	1189
2026 Q1	$172K	Sell	1,199 -2,096	-64%	-$345K	﹤0.01%	1182
2025 Q4	$657K	Sell	3,295 -37	-1%	-$6.79K	﹤0.01%	783
2025 Q3	$684K	Hold	3,332	–	–	﹤0.01%	820
2025 Q2	$600K	Sell	3,332 -853	-20%	-$143K	﹤0.01%	804
2025 Q1	$676K	Hold	4,185	–	–	﹤0.01%	676
2024 Q4	$727K	Buy	+4,185	New	+$737K	﹤0.01%	716
2023 Q2	–	Sell	-7,284	Closed	-$637K	–	1220
2023 Q1	$637K	Sell	7,284 -7,971	-52%	-$750K	﹤0.01%	787
2022 Q4	$1.33M	Sell	15,255 -1,406	-8%	-$126K	0.01%	625
2022 Q3	$1.26M	Sell	16,661 -9,258	-36%	-$750K	0.01%	621
2022 Q2	$2.05M	Sell	25,919 -16,224	-38%	-$1.36M	0.01%	531
2022 Q1	$3.7M	Buy	42,143 +874	+2%	+$90K	0.01%	409
2021 Q4	$4.27M	Buy	41,269 +38,229	+1,258%	+$4.08M	0.02%	371
2021 Q3	$280K	Hold	3,040	–	–	﹤0.01%	1331
2021 Q2	$249K	Buy	+3,040	New	+$220K	﹤0.01%	1438
2020 Q3	–	Sell	-20,423	Closed	-$1.14M	–	1467
2020 Q2	$1.14M	Sell	20,423 -7,762	-28%	-$452K	0.01%	798
2020 Q1	$1.47M	Buy	28,185 +602	+2%	+$31.2K	0.01%	617
2019 Q4	$1.35M	Buy	27,583 +3,045	+12%	+$144K	0.01%	749
2019 Q3	$1.11M	Buy	24,538 +1,120	+5%	+$49.6K	0.01%	781
2019 Q2	$1.04M	Hold	23,418	–	–	0.01%	839
2019 Q1	$1.07M	Hold	23,418	–	–	0.01%	834
2018 Q4	$862K	Sell	23,418 -125	-0.5%	-$5.1K	0.01%	786
2018 Q3	$1.06M	Sell	23,543 -1,190	-5%	-$57.7K	0.01%	850
2018 Q2	$1.27M	Hold	24,733	–	–	0.01%	828
2018 Q1	$1.1M	Hold	24,733	–	–	0.01%	804
2017 Q4	$1.12M	Sell	24,733 -8,227	-25%	-$352K	0.01%	830
2017 Q3	$1.29M	Buy	+32,960	New	+$1.2M	0.01%	738

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Los Angeles Capital Management's HLI Position: Q2 2026 in Review

Los Angeles Capital Management increased its Houlihan Lokey (HLI) stake by 17% in Q2 2026, buying an estimated $29.4K and bringing the position to 1,398 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Los Angeles Capital Management first reported a position in HLI in Q3 2017 and has held it in 27 quarters since. The position peaked at $4.27M in Q4 2021. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Los Angeles Capital Management held 1,398 shares of Houlihan Lokey worth $188K as of Q2 2026.
Los Angeles Capital Management bought 199 Houlihan Lokey shares in Q2 2026, an estimated $29.4K.
Houlihan Lokey made up ﹤0.01% of Los Angeles Capital Management's portfolio in Q2 2026, its #1189 holding.
Los Angeles Capital Management first reported a position in Houlihan Lokey in Q3 2017 and has held it in 27 quarters since.
Los Angeles Capital Management's Houlihan Lokey position peaked at $4.27M in Q4 2021.
519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Los Angeles Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.