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Natixis’s Houlihan Lokey HLI Stock Holding History

Natixis’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
-10,756
Closed -$1.54M – 1251
2026
Q1 		$1.54M Buy
10,756
+3,783
+54% +$622K 0.01% 623
2025
Q4 		$1.21M Sell
6,973
-55,687
-89% -$10.2M ﹤0.01% 694
2025
Q3 		$12.9M Buy
+62,660
New +$12.3M 0.06% 257
2025
Q2 		– Sell
-11,085
Closed -$1.77M – 1094
2025
Q1 		$1.77M Buy
+11,085
New +$1.9M 0.01% 456
2023
Q3 		– Sell
-8,700
Closed -$855K – 1054
2023
Q2 		$855K Buy
+8,700
New +$787K 0.01% 574
2022
Q1 		– Sell
-7,671
Closed -$794K – 1227
2021
Q4 		$794K Sell
7,671
-400
-5% -$42.7K ﹤0.01% 961
2021
Q3 		$743K Buy
+8,071
New +$707K ﹤0.01% 944

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

Natixis's HLI Position: Q2 2026 in Review

Natixis sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 10,756 shares — an estimated $1.54M sold.

Natixis first reported a position in HLI in Q3 2021 and held it in 7 quarters. The position peaked at $12.9M in Q3 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Natixis reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
  • Natixis sold 10,756 Houlihan Lokey shares in Q2 2026, an estimated $1.54M.
  • Natixis first reported a position in Houlihan Lokey in Q3 2021 and held it in 7 quarters.
  • Natixis's Houlihan Lokey position peaked at $12.9M in Q3 2025.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Natixis's 13F filing for Q2 2026, filed 13 Aug 2026.