LI
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LRI Investments’s Houlihan Lokey HLI Stock Holding History

LRI Investments’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 		$402 Buy
+3
New +$443 ﹤0.01% 1588

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

LRI Investments's HLI Position: Q2 2026 in Review

LRI Investments opened a new position in Houlihan Lokey (HLI) in Q2 2026: 3 shares worth $402. The stake represents ﹤0.01% of the portfolio and ranks #1588 among its holdings.

165 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • LRI Investments held 3 shares of Houlihan Lokey worth $402 as of Q2 2026.
  • Houlihan Lokey was a new LRI Investments position in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1588 holding.
  • 165 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.