Mitsubishi UFJ Trust & Banking
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Mitsubishi UFJ Trust & Banking’s Houlihan Lokey HLI Stock Holding History

Mitsubishi UFJ Trust & Banking’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 		– Sell
-3,583
Closed -$515K – 1561
2026
Q1 		$515K Buy
3,583
+1,939
+118% +$319K ﹤0.01% 981
2025
Q4 		$286K Buy
+1,644
New +$302K ﹤0.01% 1029
2020
Q2 		– Sell
-10,205
Closed -$532K – 1299
2020
Q1 		$532K Buy
+10,205
New +$529K ﹤0.01% 923

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking's HLI Position: Q2 2026 in Review

Mitsubishi UFJ Trust & Banking sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 3,583 shares — an estimated $515K sold.

Mitsubishi UFJ Trust & Banking first reported a position in HLI in Q1 2020 and held it in 3 quarters. The position peaked at $532K in Q1 2020. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Mitsubishi UFJ Trust & Banking reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
  • Mitsubishi UFJ Trust & Banking sold 3,583 Houlihan Lokey shares in Q2 2026, an estimated $515K.
  • Mitsubishi UFJ Trust & Banking first reported a position in Houlihan Lokey in Q1 2020 and held it in 3 quarters.
  • Mitsubishi UFJ Trust & Banking's Houlihan Lokey position peaked at $532K in Q1 2020.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2026, filed 6 Aug 2026.