Mariner
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Mariner’s Houlihan Lokey HLI Stock Holding History

Mariner’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 		– Sell
-3,819
Closed -$549K – 3706
2026
Q1 		$549K Sell
3,819
-10,128
-73% -$1.67M ﹤0.01% 2430
2025
Q4 		$2.43M Sell
13,947
-557
-4% -$102K ﹤0.01% 1386
2025
Q3 		$2.98M Buy
14,504
+1,367
+10% +$268K ﹤0.01% 1194
2025
Q2 		$2.36M Buy
13,137
+100
+0.8% +$16.8K ﹤0.01% 1235
2025
Q1 		$2.11M Buy
13,037
+817
+7% +$140K ﹤0.01% 1213
2024
Q4 		$2.12M Buy
12,220
+81
+0.7% +$14.3K ﹤0.01% 1187
2024
Q3 		$1.92M Buy
12,139
+1,588
+15% +$237K ﹤0.01% 1211
2024
Q2 		$1.42M Buy
10,551
+421
+4% +$55.1K ﹤0.01% 1296
2024
Q1 		$1.3M Buy
10,130
+1,562
+18% +$193K ﹤0.01% 1339
2023
Q4 		$1.03M Buy
8,568
+693
+9% +$75.1K ﹤0.01% 1412
2023
Q3 		$844K Buy
7,875
+624
+9% +$64.3K ﹤0.01% 1417
2023
Q2 		$713K Buy
7,251
+84
+1% +$7.6K ﹤0.01% 1508
2023
Q1 		$627K Buy
7,167
+833
+13% +$78.4K ﹤0.01% 1560
2022
Q4 		$552K Buy
6,334
+278
+5% +$25K ﹤0.01% 1601
2022
Q3 		$457K Buy
+6,056
New +$491K ﹤0.01% 1476

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

Mariner's HLI Position: Q2 2026 in Review

Mariner sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 3,819 shares — an estimated $549K sold.

Mariner first reported a position in HLI in Q3 2022 and held it in 15 quarters. The position peaked at $2.98M in Q3 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Mariner reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
  • Mariner sold 3,819 Houlihan Lokey shares in Q2 2026, an estimated $549K.
  • Mariner first reported a position in Houlihan Lokey in Q3 2022 and held it in 15 quarters.
  • Mariner's Houlihan Lokey position peaked at $2.98M in Q3 2025.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.