Marshall Wace
HLI icon

Marshall Wace’s Houlihan Lokey HLI Stock Holding History

Marshall Wace’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 		– Sell
-4,229
Closed -$737K – 3418
2025
Q4 		$737K Buy
+4,229
New +$776K ﹤0.01% 2080
2025
Q3 		– Sell
-2,297
Closed -$413K – 3084
2025
Q2 		$413K Buy
+2,297
New +$386K ﹤0.01% 2207
2024
Q4 		– Sell
-2,337
Closed -$369K – 2757
2024
Q3 		$369K Buy
+2,337
New +$349K ﹤0.01% 2050
2024
Q2 		– Sell
-5,300
Closed -$679K – 2708
2024
Q1 		$679K Buy
+5,300
New +$656K ﹤0.01% 1812
2023
Q3 		– Sell
-3,294
Closed -$324K – 2409
2023
Q2 		$324K Buy
+3,294
New +$298K ﹤0.01% 2117
2021
Q1 		– Sell
-3,609
Closed -$243K – 2635
2020
Q4 		$243K Buy
+3,609
New +$234K ﹤0.01% 1708
2019
Q4 		– Sell
-325,168
Closed -$14.7M – 1854
2019
Q3 		$14.7M Buy
325,168
+203,112
+166% +$8.99M 0.12% 210
2019
Q2 		$5.43M Buy
122,056
+121,310
+16,261% +$5.67M 0.04% 449
2019
Q1 		$34K Sell
746
-42,200
-98% -$1.86M ﹤0.01% 1579
2018
Q4 		$1.58M Buy
42,946
+3,300
+8% +$135K 0.02% 785
2018
Q3 		$1.78M Buy
39,646
+17,557
+79% +$851K 0.02% 702
2018
Q2 		$1.13M Buy
+22,089
New +$1.06M 0.02% 497

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

Marshall Wace's HLI Position: Q1 2026 in Review

Marshall Wace sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 4,229 shares — an estimated $737K sold.

Marshall Wace first reported a position in HLI in Q2 2018 and held it in 12 quarters. The position peaked at $14.7M in Q3 2019. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Marshall Wace reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 4,229 Houlihan Lokey shares in Q1 2026, an estimated $737K.
  • Marshall Wace first reported a position in Houlihan Lokey in Q2 2018 and held it in 12 quarters.
  • Marshall Wace's Houlihan Lokey position peaked at $14.7M in Q3 2019.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.