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Moloney Securities Asset Management’s Houlihan Lokey HLI Stock Holding History

Moloney Securities 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
2025
Q3 		$236K Sell
1,150
-20
-2% -$3.92K 0.03% 411
2025
Q2 		$211K Sell
1,170
-235
-17% -$39.5K 0.03% 433
2025
Q1 		$227K Sell
1,405
-72
-5% -$12.4K 0.03% 410
2024
Q4 		$256K Sell
1,477
-10
-0.7% -$1.76K 0.03% 375
2024
Q3 		$235K Sell
1,487
-425
-22% -$63.5K 0.03% 410
2024
Q2 		$258K Sell
1,912
-75
-4% -$9.82K 0.04% 375
2024
Q1 		$255K Sell
1,987
-40
-2% -$4.95K 0.04% 367
2023
Q4 		$243K Sell
2,027
-30
-1% -$3.25K 0.04% 369
2023
Q3 		$220K Buy
+2,057
New +$212K 0.04% 365
2022
Q4 		– Sell
-2,946
Closed -$222K – 414
2022
Q3 		$222K Sell
2,946
-275
-9% -$22.3K 0.05% 314
2022
Q2 		$254K Hold
3,221
– – 0.06% 300
2022
Q1 		$283K Buy
3,221
+225
+8% +$23.2K 0.05% 314
2021
Q4 		$310K Sell
2,996
-271
-8% -$28.9K 0.05% 317
2021
Q3 		$301K Buy
+3,267
New +$286K 0.05% 318

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Moloney Securities Asset Management's HLI Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Houlihan Lokey (HLI) stake by 1.7% in Q3 2025, selling an estimated $3.92K and leaving 1,150 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #411.

Moloney Securities Asset Management first reported a position in HLI in Q3 2021 and has held it in 14 quarters since. The position peaked at $310K in Q4 2021. 551 funds tracked by Wall St. Rank hold HLI as of Q3 2025.

  • Moloney Securities Asset Management held 1,150 shares of Houlihan Lokey worth $236K as of Q3 2025.
  • Moloney Securities Asset Management sold 20 Houlihan Lokey shares in Q3 2025, an estimated $3.92K.
  • Houlihan Lokey made up 0.03% of Moloney Securities Asset Management's portfolio in Q3 2025, its #411 holding.
  • Moloney Securities Asset Management first reported a position in Houlihan Lokey in Q3 2021 and has held it in 14 quarters since.
  • Moloney Securities Asset Management's Houlihan Lokey position peaked at $310K in Q4 2021.
  • 551 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.