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MAI Capital Management’s Houlihan Lokey HLI Stock Holding History

MAI 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 		$678K Buy
5,057
+3,949
+356% +$583K ﹤0.01% 1155
2026
Q1 		$159K Buy
1,108
+343
+45% +$56.4K ﹤0.01% 1586
2025
Q4 		$133K Buy
765
+52
+7% +$9.54K ﹤0.01% 1493
2025
Q3 		$146K Buy
713
+345
+94% +$67.6K ﹤0.01% 1385
2025
Q2 		$66.2K Buy
368
+268
+268% +$45K ﹤0.01% 1700
2025
Q1 		$16.1K Hold
100
– – ﹤0.01% 2280
2024
Q4 		$17.4K Buy
+100
New +$17.6K ﹤0.01% 2284

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

MAI Capital Management's HLI Position: Q2 2026 in Review

MAI Capital Management increased its Houlihan Lokey (HLI) stake by 356% in Q2 2026, buying an estimated $583K and bringing the position to 5,057 shares worth $678K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

MAI Capital Management first reported a position in HLI in Q4 2024 and has held it in 7 quarters since. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • MAI Capital Management held 5,057 shares of Houlihan Lokey worth $678K as of Q2 2026.
  • MAI Capital Management bought 3,949 Houlihan Lokey shares in Q2 2026, an estimated $583K.
  • Houlihan Lokey made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1155 holding.
  • MAI Capital Management first reported a position in Houlihan Lokey in Q4 2024 and has held it in 7 quarters since.
  • 515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.