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Marquette Asset Management’s Houlihan Lokey HLI Stock Holding History

Marquette Asset 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 		$537 Sell
4
-3
-43% -$443 ﹤0.01% 809
2026
Q1 		$1.01K Buy
+7
New +$1.15K ﹤0.01% 671
2025
Q4 		– Sell
-15
Closed -$3.08K – 787
2025
Q3 		$3.08K Buy
+15
New +$2.94K ﹤0.01% 426

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Marquette Asset Management's HLI Position: Q2 2026 in Review

Marquette Asset Management reduced its Houlihan Lokey (HLI) stake by 43% in Q2 2026, selling an estimated $443 and leaving 4 shares worth $537. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Marquette Asset Management first reported a position in HLI in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.08K in Q3 2025. 239 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Marquette Asset Management held 4 shares of Houlihan Lokey worth $537 as of Q2 2026.
  • Marquette Asset Management sold 3 Houlihan Lokey shares in Q2 2026, an estimated $443.
  • Houlihan Lokey made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #809 holding.
  • Marquette Asset Management first reported a position in Houlihan Lokey in Q3 2025 and has held it in 3 quarters since.
  • Marquette Asset Management's Houlihan Lokey position peaked at $3.08K in Q3 2025.
  • 239 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.