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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mariner's HLI Position: Q1 2026 in Review

Mariner reduced its Houlihan Lokey (HLI) stake by 73% in Q1 2026, selling an estimated $1.67M and leaving 3,819 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #2430.

Mariner first reported a position in HLI in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.98M in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Mariner held 3,819 shares of Houlihan Lokey worth $549K as of Q1 2026.
  • Mariner sold 10,128 Houlihan Lokey shares in Q1 2026, an estimated $1.67M.
  • Houlihan Lokey made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2430 holding.
  • Mariner first reported a position in Houlihan Lokey in Q3 2022 and has held it in 15 quarters since.
  • Mariner's Houlihan Lokey position peaked at $2.98M in Q3 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.