MAM
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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
Q3 		$4.42K Buy
35
+31
+775% +$4.13K ﹤0.01% 390
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

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Marquette Asset Management's HLI Position: Q3 2026 in Review

Marquette Asset Management increased its Houlihan Lokey (HLI) stake by 775% in Q3 2026, buying an estimated $4.13K and bringing the position to 35 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Marquette Asset Management first reported a position in HLI in Q3 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

  • Marquette Asset Management held 35 shares of Houlihan Lokey worth $4.42K as of Q3 2026.
  • Marquette Asset Management bought 31 Houlihan Lokey shares in Q3 2026, an estimated $4.13K.
  • Houlihan Lokey made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #390 holding.
  • Marquette Asset Management first reported a position in Houlihan Lokey in Q3 2025 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.