Neuberger Berman Group
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Neuberger Berman Group’s Houlihan Lokey HLI Stock Holding History

Neuberger Berman Group’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 		$133M Buy
992,787
+381,844
+63% +$56.3M 0.09% 268
2026
Q1 		$87.7M Sell
610,943
-17,835
-3% -$2.93M 0.07% 356
2025
Q4 		$110M Sell
628,778
-36,958
-6% -$6.78M 0.08% 290
2025
Q3 		$137M Sell
665,736
-16,055
-2% -$3.15M 0.1% 253
2025
Q2 		$123M Sell
681,791
-18,860
-3% -$3.17M 0.09% 264
2025
Q1 		$113M Sell
700,651
-240,279
-26% -$41.3M 0.09% 254
2024
Q4 		$163M Buy
940,930
+14,397
+2% +$2.54M 0.13% 193
2024
Q3 		$146M Sell
926,533
-3,929
-0.4% -$587K 0.11% 224
2024
Q2 		$125M Sell
930,462
-72,824
-7% -$9.53M 0.1% 239
2024
Q1 		$129M Sell
1,003,286
-30,940
-3% -$3.83M 0.11% 241
2023
Q4 		$124M Sell
1,034,226
-9,618
-0.9% -$1.04M 0.11% 241
2023
Q3 		$112M Sell
1,043,844
-3,763
-0.4% -$388K 0.1% 250
2023
Q2 		$103M Sell
1,047,607
-32,540
-3% -$2.94M 0.09% 265
2023
Q1 		$94.5M Sell
1,080,147
-17,986
-2% -$1.69M 0.09% 285
2022
Q4 		$95.7M Sell
1,098,133
-8,141
-0.7% -$732K 0.09% 273
2022
Q3 		$83.4M Sell
1,106,274
-11,677
-1% -$946K 0.09% 299
2022
Q2 		$88.2M Sell
1,117,951
-26,210
-2% -$2.19M 0.09% 295
2022
Q1 		$100M Sell
1,144,161
-29,716
-3% -$3.06M 0.09% 313
2021
Q4 		$121M Sell
1,173,877
-92,376
-7% -$9.86M 0.1% 293
2021
Q3 		$117M Sell
1,266,253
-168,178
-12% -$14.7M 0.1% 281
2021
Q2 		$117M Sell
1,434,431
-74,212
-5% -$5.37M 0.1% 289
2021
Q1 		$100M Sell
1,508,643
-288,175
-16% -$19.4M 0.1% 297
2020
Q4 		$121M Buy
1,796,818
+13,216
+0.7% +$857K 0.13% 241
2020
Q3 		$105M Sell
1,783,602
-39,283
-2% -$2.25M 0.12% 230
2020
Q2 		$101M Buy
1,822,885
+192,885
+12% +$11.2M 0.13% 222
2020
Q1 		$85M Buy
1,630,000
+79,715
+5% +$4.13M 0.13% 215
2019
Q4 		$75.8M Sell
1,550,285
-47,570
-3% -$2.24M 0.09% 319
2019
Q3 		$72.1M Buy
1,597,855
+71,915
+5% +$3.18M 0.09% 315
2019
Q2 		$68M Sell
1,525,940
-37,065
-2% -$1.73M 0.08% 335
2019
Q1 		$71.7M Sell
1,563,005
-34,960
-2% -$1.54M 0.09% 322
2018
Q4 		$58.8M Buy
1,597,965
+453,540
+40% +$18.5M 0.08% 329
2018
Q3 		$51.4M Sell
1,144,425
-42,195
-4% -$2.04M 0.06% 404
2018
Q2 		$60.8M Sell
1,186,620
-45,545
-4% -$2.18M 0.07% 360
2018
Q1 		$55M Buy
1,232,165
+138,040
+13% +$6.53M 0.06% 389
2017
Q4 		$49.7M Sell
1,094,125
-64,665
-6% -$2.77M 0.06% 410
2017
Q3 		$45.3M Sell
1,158,790
-34,485
-3% -$1.26M 0.06% 415
2017
Q2 		$41.6M Buy
1,193,275
+655,940
+122% +$22.3M 0.05% 424
2017
Q1 		$18.5M Buy
+537,335
New +$17.1M 0.02% 618

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

Neuberger Berman Group's HLI Position: Q2 2026 in Review

Neuberger Berman Group increased its Houlihan Lokey (HLI) stake by 63% in Q2 2026, buying an estimated $56.3M and bringing the position to 992,787 shares worth $133M. The position accounts for 0.09% of the portfolio, ranked #268.

Neuberger Berman Group first reported a position in HLI in Q1 2017 and has held it in 38 quarters since. The position peaked at $163M in Q4 2024. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Neuberger Berman Group held 992,787 shares of Houlihan Lokey worth $133M as of Q2 2026.
  • Neuberger Berman Group bought 381,844 Houlihan Lokey shares in Q2 2026, an estimated $56.3M.
  • Houlihan Lokey made up 0.09% of Neuberger Berman Group's portfolio in Q2 2026, its #268 holding.
  • Neuberger Berman Group first reported a position in Houlihan Lokey in Q1 2017 and has held it in 38 quarters since.
  • Neuberger Berman Group's Houlihan Lokey position peaked at $163M in Q4 2024.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.