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Machina Capital’s Houlihan Lokey HLI Stock Holding History

Machina Capital’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 		$205K Buy
+1,529
New +$226K 0.03% 364
2025
Q3 		– Sell
-1,969
Closed -$354K – 371
2025
Q2 		$354K Buy
+1,969
New +$331K 0.07% 249

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 $3.38T AUM 44.17% 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

Machina Capital's HLI Position: Q2 2026 in Review

Machina Capital opened a new position in Houlihan Lokey (HLI) in Q2 2026: 1,529 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #364 among its holdings. This is a return to the name: Machina Capital previously reported a position in HLI as recently as Q2 2025.

Machina Capital first reported a position in HLI in Q2 2025 and has held it in 2 quarters since. The position peaked at $354K in Q2 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Machina Capital held 1,529 shares of Houlihan Lokey worth $205K as of Q2 2026.
  • Houlihan Lokey was a new Machina Capital position in Q2 2026.
  • Houlihan Lokey made up 0.03% of Machina Capital's portfolio in Q2 2026, its #364 holding.
  • Machina Capital first reported a position in Houlihan Lokey in Q2 2025 and has held it in 2 quarters since.
  • Machina Capital's Houlihan Lokey position peaked at $354K in Q2 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Machina Capital's 13F filing for Q2 2026, filed 10 Aug 2026.