Mercer Global Advisors’s Houlihan Lokey HLI Stock Holding History

Mercer Global Advisors’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	$787K	Buy	5,870 +2,679	+84%	+$395K	﹤0.01%	1937
2026 Q1	$458K	Sell	3,191 -920	-22%	-$151K	﹤0.01%	2048
2025 Q4	$716K	Sell	4,111 -465	-10%	-$85.4K	﹤0.01%	1649
2025 Q3	$940K	Buy	4,576 +1,960	+75%	+$384K	﹤0.01%	1415
2025 Q2	$471K	Buy	2,616 +17	+0.7%	+$2.86K	﹤0.01%	1595
2025 Q1	$420K	Sell	2,599 -27	-1%	-$4.64K	﹤0.01%	1568
2024 Q4	$456K	Sell	2,626 -1,815	-41%	-$320K	﹤0.01%	1495
2024 Q3	$709K	Buy	+4,441	New	+$663K	﹤0.01%	1163

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mercer Global Advisors's HLI Position: Q2 2026 in Review

Mercer Global Advisors increased its Houlihan Lokey (HLI) stake by 84% in Q2 2026, buying an estimated $395K and bringing the position to 5,870 shares worth $787K. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

Mercer Global Advisors first reported a position in HLI in Q3 2024 and has held it in 8 quarters since. The position peaked at $940K in Q3 2025. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Mercer Global Advisors held 5,870 shares of Houlihan Lokey worth $787K as of Q2 2026.
Mercer Global Advisors bought 2,679 Houlihan Lokey shares in Q2 2026, an estimated $395K.
Houlihan Lokey made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1937 holding.
Mercer Global Advisors first reported a position in Houlihan Lokey in Q3 2024 and has held it in 8 quarters since.
Mercer Global Advisors's Houlihan Lokey position peaked at $940K in Q3 2025.
515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.