LPL Financial
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LPL Financial’s Houlihan Lokey HLI Stock Holding History

LPL Financial’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 		$83.2M Buy
620,282
+539,256
+666% +$79.6M 0.02% 765
2026
Q1 		$11.6M Sell
81,026
-34,427
-30% -$5.66M ﹤0.01% 1868
2025
Q4 		$20.1M Buy
115,453
+10,205
+10% +$1.87M 0.01% 1407
2025
Q3 		$21.6M Buy
105,248
+7,374
+8% +$1.45M 0.01% 1319
2025
Q2 		$17.6M Buy
97,874
+2,836
+3% +$476K 0.01% 1348
2025
Q1 		$15.3M Buy
95,038
+10,879
+13% +$1.87M 0.01% 1326
2024
Q4 		$14.6M Buy
84,159
+28,398
+51% +$5M 0.01% 1269
2024
Q3 		$8.81M Buy
55,761
+10,775
+24% +$1.61M ﹤0.01% 1550
2024
Q2 		$6.07M Buy
44,986
+2,332
+5% +$305K ﹤0.01% 1715
2024
Q1 		$5.47M Buy
42,654
+6,153
+17% +$761K ﹤0.01% 1709
2023
Q4 		$4.38M Buy
36,501
+1,665
+5% +$181K ﹤0.01% 1775
2023
Q3 		$3.73M Buy
34,836
+3,917
+13% +$404K ﹤0.01% 1775
2023
Q2 		$3.04M Buy
30,919
+984
+3% +$89K ﹤0.01% 1907
2023
Q1 		$2.62M Buy
29,935
+2,484
+9% +$234K ﹤0.01% 1930
2022
Q4 		$2.39M Sell
27,451
-370
-1% -$33.3K ﹤0.01% 1936
2022
Q3 		$2.1M Buy
27,821
+714
+3% +$57.9K ﹤0.01% 1944
2022
Q2 		$2.14M Sell
27,107
-14,215
-34% -$1.19M ﹤0.01% 1974
2022
Q1 		$3.63M Buy
41,322
+16,119
+64% +$1.66M ﹤0.01% 1637
2021
Q4 		$2.61M Buy
25,203
+5,005
+25% +$534K ﹤0.01% 1894
2021
Q3 		$1.86M Buy
20,198
+3,619
+22% +$317K ﹤0.01% 2107
2021
Q2 		$1.36M Buy
16,579
+2,115
+15% +$153K ﹤0.01% 2315
2021
Q1 		$962K Buy
14,464
+3,896
+37% +$263K ﹤0.01% 2426
2020
Q4 		$711K Buy
10,568
+1,084
+11% +$70.3K ﹤0.01% 2454
2020
Q3 		$560K Buy
9,484
+386
+4% +$22.1K ﹤0.01% 2369
2020
Q2 		$506K Buy
9,098
+1,241
+16% +$72.3K ﹤0.01% 2374
2020
Q1 		$410K Sell
7,857
-1,321
-14% -$68.5K ﹤0.01% 2226
2019
Q4 		$449K Buy
+9,178
New +$433K ﹤0.01% 2470

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

LPL Financial's HLI Position: Q2 2026 in Review

LPL Financial increased its Houlihan Lokey (HLI) stake by 666% in Q2 2026, buying an estimated $79.6M and bringing the position to 620,282 shares worth $83.2M. The position accounts for 0.02% of the portfolio, ranked #765.

LPL Financial first reported a position in HLI in Q4 2019 and has held it in 27 quarters since. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • LPL Financial held 620,282 shares of Houlihan Lokey worth $83.2M as of Q2 2026.
  • LPL Financial bought 539,256 Houlihan Lokey shares in Q2 2026, an estimated $79.6M.
  • Houlihan Lokey made up 0.02% of LPL Financial's portfolio in Q2 2026, its #765 holding.
  • LPL Financial first reported a position in Houlihan Lokey in Q4 2019 and has held it in 27 quarters since.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.