NGA
HLI icon

Naples Global Advisors’s Houlihan Lokey HLI Stock Holding History

Naples Global Advisors’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 		$697K Buy
5,200
+750
+17% +$111K 0.04% 292
2026
Q1 		$639K Buy
4,450
+485
+12% +$79.8K 0.05% 291
2025
Q4 		$691K Hold
3,965
– – 0.05% 277
2025
Q3 		$814K Sell
3,965
-10
-0.3% -$1.96K 0.06% 262
2025
Q2 		$715K Sell
3,975
-255
-6% -$42.8K 0.06% 262
2025
Q1 		$683K Sell
4,230
-600
-12% -$103K 0.06% 259
2024
Q4 		$839K Sell
4,830
-1,070
-18% -$188K 0.08% 241
2024
Q3 		$932K Sell
5,900
-25
-0.4% -$3.73K 0.09% 241
2024
Q2 		$799K Sell
5,925
-80
-1% -$10.5K 0.08% 242
2024
Q1 		$770K Hold
6,005
– – 0.08% 244
2023
Q4 		$720K Sell
6,005
-995
-14% -$108K 0.08% 243
2023
Q3 		$750K Sell
7,000
-10
-0.1% -$1.03K 0.09% 236
2023
Q2 		$689K Buy
7,010
+215
+3% +$19.4K 0.08% 241
2023
Q1 		$594K Sell
6,795
-640
-9% -$60.2K 0.07% 259
2022
Q4 		$648K Hold
7,435
– – 0.08% 254
2022
Q3 		$560K Buy
7,435
+565
+8% +$45.8K 0.08% 254
2022
Q2 		$542K Buy
6,870
+1,055
+18% +$88.2K 0.07% 261
2022
Q1 		$511K Buy
5,815
+1,020
+21% +$105K 0.06% 275
2021
Q4 		$496K Buy
4,795
+530
+12% +$56.6K 0.06% 284
2021
Q3 		$393K Buy
4,265
+1,125
+36% +$98.6K 0.05% 303
2021
Q2 		$257K Buy
+3,140
New +$227K 0.04% 350

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

Naples Global Advisors's HLI Position: Q2 2026 in Review

Naples Global Advisors increased its Houlihan Lokey (HLI) stake by 17% in Q2 2026, buying an estimated $111K and bringing the position to 5,200 shares worth $697K. The position accounts for 0.04% of the portfolio, ranked #292.

Naples Global Advisors first reported a position in HLI in Q2 2021 and has held it in 21 quarters since. The position peaked at $932K in Q3 2024. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Naples Global Advisors held 5,200 shares of Houlihan Lokey worth $697K as of Q2 2026.
  • Naples Global Advisors bought 750 Houlihan Lokey shares in Q2 2026, an estimated $111K.
  • Houlihan Lokey made up 0.04% of Naples Global Advisors's portfolio in Q2 2026, its #292 holding.
  • Naples Global Advisors first reported a position in Houlihan Lokey in Q2 2021 and has held it in 21 quarters since.
  • Naples Global Advisors's Houlihan Lokey position peaked at $932K in Q3 2024.
  • 515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.