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MQS Management’s Houlihan Lokey HLI Stock Holding History

MQS 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 		– Sell
-1,393
Closed -$200K – 366
2026
Q1 		$200K Sell
1,393
-792
-36% -$130K 0.14% 345
2025
Q4 		$381K Buy
+2,185
New +$401K 0.22% 186
2025
Q3 		– Sell
-2,702
Closed -$486K – 510
2025
Q2 		$486K Buy
2,702
+963
+55% +$162K 0.27% 129
2025
Q1 		$281K Buy
+1,739
New +$299K 0.16% 286
2024
Q1 		– Sell
-3,983
Closed -$478K – 558
2023
Q4 		$478K Buy
+3,983
New +$432K 0.27% 129
2023
Q1 		– Sell
-3,350
Closed -$292K – 478
2022
Q4 		$292K Buy
+3,350
New +$301K 0.2% 218

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

MQS Management's HLI Position: Q2 2026 in Review

MQS Management sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 1,393 shares — an estimated $200K sold.

MQS Management first reported a position in HLI in Q4 2022 and held it in 6 quarters. The position peaked at $486K in Q2 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • MQS Management reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
  • MQS Management sold 1,393 Houlihan Lokey shares in Q2 2026, an estimated $200K.
  • MQS Management first reported a position in Houlihan Lokey in Q4 2022 and held it in 6 quarters.
  • MQS Management's Houlihan Lokey position peaked at $486K in Q2 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

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