MML Investors Services
HLI icon

MML Investors Services’s Houlihan Lokey HLI Stock Holding History

MML Investors Services’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 		$1.96M Buy
14,628
+496
+4% +$73.2K ﹤0.01% 1545
2026
Q1 		$2.03M Sell
14,132
-6,468
-31% -$1.06M 0.01% 1309
2025
Q4 		$3.59M Buy
20,600
+1,589
+8% +$292K 0.01% 1042
2025
Q3 		$3.9M Sell
19,011
-1,086
-5% -$213K 0.01% 940
2025
Q2 		$3.62M Buy
20,097
+1,124
+6% +$189K 0.01% 944
2025
Q1 		$3.06M Sell
18,973
-2,244
-11% -$385K 0.01% 968
2024
Q4 		$3.69M Buy
21,217
+1,372
+7% +$242K 0.01% 833
2024
Q3 		$3.14M Buy
19,845
+1,869
+10% +$279K 0.01% 885
2024
Q2 		$2.42M Sell
17,976
-1,054
-6% -$138K 0.01% 958
2024
Q1 		$2.44M Sell
19,030
-297
-2% -$36.7K 0.01% 962
2023
Q4 		$2.32M Sell
19,327
-1,926
-9% -$209K 0.01% 928
2023
Q3 		$2.28M Buy
21,253
+387
+2% +$39.9K 0.01% 850
2023
Q2 		$2.05M Buy
20,866
+3,723
+22% +$337K 0.01% 894
2023
Q1 		$1.5M Sell
17,143
-2,026
-11% -$191K 0.01% 896
2022
Q4 		$1.67M Sell
19,169
-116
-0.6% -$10.4K 0.01% 902
2022
Q3 		$1.45M Buy
19,285
+1,684
+10% +$136K 0.01% 879
2022
Q2 		$1.39M Buy
17,601
+1,094
+7% +$91.5K 0.01% 897
2022
Q1 		$1.45M Buy
16,507
+676
+4% +$69.6K 0.01% 932
2021
Q4 		$1.64M Buy
15,831
+288
+2% +$30.8K 0.01% 843
2021
Q3 		$1.43M Buy
15,543
+1,484
+11% +$130K 0.01% 865
2021
Q2 		$1.15M Buy
14,059
+1,330
+10% +$96.3K 0.01% 937
2021
Q1 		$847K Buy
12,729
+1,133
+10% +$76.5K 0.01% 989
2020
Q4 		$780K Buy
11,596
+210
+2% +$13.6K 0.01% 945
2020
Q3 		$672K Buy
11,386
+1,019
+10% +$58.4K 0.01% 922
2020
Q2 		$577K Buy
10,367
+1,433
+16% +$83.5K 0.01% 934
2020
Q1 		$466K Buy
8,934
+1,306
+17% +$67.7K 0.01% 909
2019
Q4 		$373K Buy
7,628
+2,016
+36% +$95.1K 0.01% 1125
2019
Q3 		$253K Buy
5,612
+438
+8% +$19.4K ﹤0.01% 1283
2019
Q2 		$230K Buy
+5,174
New +$242K ﹤0.01% 1443

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.08B AUM 14.48% 1-Year Est. Return

MML Investors Services's HLI Position: Q2 2026 in Review

MML Investors Services increased its Houlihan Lokey (HLI) stake by 3.5% in Q2 2026, buying an estimated $73.2K and bringing the position to 14,628 shares worth $1.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

MML Investors Services first reported a position in HLI in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.9M in Q3 2025. 259 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • MML Investors Services held 14,628 shares of Houlihan Lokey worth $1.96M as of Q2 2026.
  • MML Investors Services bought 496 Houlihan Lokey shares in Q2 2026, an estimated $73.2K.
  • Houlihan Lokey made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1545 holding.
  • MML Investors Services first reported a position in Houlihan Lokey in Q2 2019 and has held it in 29 quarters since.
  • MML Investors Services's Houlihan Lokey position peaked at $3.9M in Q3 2025.
  • 259 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.