Mitsubishi UFJ Asset Management’s Houlihan Lokey HLI Stock Holding History

Mitsubishi UFJ 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	$10.5K	Hold	78	–	–	﹤0.01%	1446
2026 Q1	$11.2K	Hold	78	–	–	﹤0.01%	1361
2025 Q4	$13.8K	Hold	78	–	–	﹤0.01%	1305
2025 Q3	$16K	Hold	78	–	–	﹤0.01%	1254
2025 Q2	$14K	Hold	78	–	–	﹤0.01%	1276
2025 Q1	$12.6K	Hold	78	–	–	﹤0.01%	1264
2024 Q4	$13.4K	Hold	78	–	–	﹤0.01%	1245
2024 Q3	$12.3K	Sell	78 -113	-59%	-$16.9K	﹤0.01%	1229
2024 Q2	$25.8K	Buy	191 +162	+559%	+$21.2K	﹤0.01%	1058
2024 Q1	$3.72K	Hold	29	–	–	﹤0.01%	1455
2023 Q4	$3.39K	Hold	29	–	–	﹤0.01%	1480
2023 Q3	$3.11K	Buy	+29	New	+$2.99K	﹤0.01%	1464

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 $3.38T AUM 44.17% 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

Mitsubishi UFJ Asset Management's HLI Position: Q2 2026 in Review

Mitsubishi UFJ Asset Management held its Houlihan Lokey (HLI) position steady in Q2 2026 at 78 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

Mitsubishi UFJ Asset Management first reported a position in HLI in Q3 2023 and has held it in 12 quarters since. The position peaked at $25.8K in Q2 2024. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Mitsubishi UFJ Asset Management held 78 shares of Houlihan Lokey worth $10.5K as of Q2 2026.
Mitsubishi UFJ Asset Management left its Houlihan Lokey share count unchanged in Q2 2026.
Houlihan Lokey made up ﹤0.01% of Mitsubishi UFJ Asset Management's portfolio in Q2 2026, its #1446 holding.
Mitsubishi UFJ Asset Management first reported a position in Houlihan Lokey in Q3 2023 and has held it in 12 quarters since.
Mitsubishi UFJ Asset Management's Houlihan Lokey position peaked at $25.8K in Q2 2024.
519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.