Luther King Capital Management (LKCM)
HLI icon

Luther King Capital Management (LKCM)’s Houlihan Lokey HLI Stock Holding History

Luther King Capital Management (LKCM)’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 		$1.65M Buy
12,333
+608
+5% +$89.7K 0.01% 372
2026
Q1 		$1.68M Sell
11,725
-34,799
-75% -$5.72M 0.01% 362
2025
Q4 		$8.1M Buy
46,524
+1,946
+4% +$357K 0.03% 195
2025
Q3 		$9.15M Buy
44,578
+38,553
+640% +$7.56M 0.04% 179
2025
Q2 		$1.08M Buy
+6,025
New +$1.01M ﹤0.01% 403

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

Luther King Capital Management (LKCM)'s HLI Position: Q2 2026 in Review

Luther King Capital Management (LKCM) increased its Houlihan Lokey (HLI) stake by 5.2% in Q2 2026, buying an estimated $89.7K and bringing the position to 12,333 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #372.

Luther King Capital Management (LKCM) first reported a position in HLI in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.15M in Q3 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Luther King Capital Management (LKCM) held 12,333 shares of Houlihan Lokey worth $1.65M as of Q2 2026.
  • Luther King Capital Management (LKCM) bought 608 Houlihan Lokey shares in Q2 2026, an estimated $89.7K.
  • Houlihan Lokey made up 0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #372 holding.
  • Luther King Capital Management (LKCM) first reported a position in Houlihan Lokey in Q2 2025 and has held it in 5 quarters since.
  • Luther King Capital Management (LKCM)'s Houlihan Lokey position peaked at $9.15M in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.