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Mutual of America Capital Management’s Houlihan Lokey HLI Stock Holding History

Mutual of America Capital 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 		$6.8M Sell
50,697
-2,263
-4% -$334K 0.07% 328
2026
Q1 		$7.61M Sell
52,960
-1,941
-4% -$319K 0.09% 267
2025
Q4 		$9.56M Sell
54,901
-2,629
-5% -$483K 0.1% 195
2025
Q3 		$11.8M Sell
57,530
-859
-1% -$168K 0.12% 147
2025
Q2 		$10.5M Sell
58,389
-1,855
-3% -$312K 0.11% 172
2025
Q1 		$9.73M Sell
60,244
-2,020
-3% -$347K 0.11% 175
2024
Q4 		$10.8M Sell
62,264
-1,159
-2% -$204K 0.12% 150
2024
Q3 		$10M Sell
63,423
-549
-0.9% -$82K 0.11% 171
2024
Q2 		$8.63M Buy
63,972
+1,467
+2% +$192K 0.09% 195
2024
Q1 		$8.01M Sell
62,505
-3,380
-5% -$418K 0.09% 247
2023
Q4 		$7.9M Buy
65,885
+30,354
+85% +$3.29M 0.09% 227
2023
Q3 		$3.81M Sell
35,531
-2,117
-6% -$218K 0.05% 552
2023
Q2 		$3.7M Sell
37,648
-2,877
-7% -$260K 0.04% 627
2023
Q1 		$3.55M Sell
40,525
-1,868
-4% -$176K 0.04% 660
2022
Q4 		$3.69M Buy
42,393
+569
+1% +$51.1K 0.05% 614
2022
Q3 		$3.15M Buy
41,824
+2,530
+6% +$205K 0.04% 625
2022
Q2 		$3.1M Sell
39,294
-25,508
-39% -$2.13M 0.04% 676
2022
Q1 		$5.69M Sell
64,802
-2,818
-4% -$290K 0.06% 469
2021
Q4 		$7M Sell
67,620
-632
-0.9% -$67.5K 0.07% 377
2021
Q3 		$6.29M Sell
68,252
-985
-1% -$86.3K 0.06% 400
2021
Q2 		$5.66M Sell
69,237
-2,982
-4% -$216K 0.06% 459
2021
Q1 		$4.8M Buy
72,219
+12,106
+20% +$817K 0.05% 529
2020
Q4 		$4.04M Sell
60,113
-1,257
-2% -$81.5K 0.05% 572
2020
Q3 		$3.62M Sell
61,370
-10,517
-15% -$603K 0.05% 519
2020
Q2 		$4M Sell
71,887
-4,917
-6% -$287K 0.06% 457
2020
Q1 		$4M Sell
76,804
-3,376
-4% -$175K 0.07% 375
2019
Q4 		$3.92M Buy
+80,180
New +$3.78M 0.05% 566

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

Mutual of America Capital Management's HLI Position: Q2 2026 in Review

Mutual of America Capital Management reduced its Houlihan Lokey (HLI) stake by 4.3% in Q2 2026, selling an estimated $334K and leaving 50,697 shares worth $6.8M. The position accounts for 0.07% of the portfolio, ranked #328.

Mutual of America Capital Management first reported a position in HLI in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.8M in Q3 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Mutual of America Capital Management held 50,697 shares of Houlihan Lokey worth $6.8M as of Q2 2026.
  • Mutual of America Capital Management sold 2,263 Houlihan Lokey shares in Q2 2026, an estimated $334K.
  • Houlihan Lokey made up 0.07% of Mutual of America Capital Management's portfolio in Q2 2026, its #328 holding.
  • Mutual of America Capital Management first reported a position in Houlihan Lokey in Q4 2019 and has held it in 27 quarters since.
  • Mutual of America Capital Management's Houlihan Lokey position peaked at $11.8M in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.