New York Life Investment Management’s Houlihan Lokey HLI Stock Holding History

New York Life Investment 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	$908K	Buy	6,768 +239	+4%	+$35.3K	0.01%	710
2026 Q1	$938K	Buy	6,529 +1,648	+34%	+$271K	0.01%	680
2025 Q4	$850K	Buy	+4,881	New	+$896K	0.01%	642
2023 Q1	–	Sell	-6,458	Closed	-$563K	–	1280
2022 Q4	$563K	Buy	6,458 +726	+13%	+$65.3K	0.01%	822
2022 Q3	$432K	Buy	5,732 +421	+8%	+$34.1K	0.01%	870
2022 Q2	$419K	Buy	+5,311	New	+$444K	﹤0.01%	896

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

New York Life Investment Management's HLI Position: Q2 2026 in Review

New York Life Investment Management increased its Houlihan Lokey (HLI) stake by 3.7% in Q2 2026, buying an estimated $35.3K and bringing the position to 6,768 shares worth $908K. The position accounts for 0.01% of the portfolio, ranked #710.

New York Life Investment Management first reported a position in HLI in Q2 2022 and has held it in 6 quarters since. The position peaked at $938K in Q1 2026. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

New York Life Investment Management held 6,768 shares of Houlihan Lokey worth $908K as of Q2 2026.
New York Life Investment Management bought 239 Houlihan Lokey shares in Q2 2026, an estimated $35.3K.
Houlihan Lokey made up 0.01% of New York Life Investment Management's portfolio in Q2 2026, its #710 holding.
New York Life Investment Management first reported a position in Houlihan Lokey in Q2 2022 and has held it in 6 quarters since.
New York Life Investment Management's Houlihan Lokey position peaked at $938K in Q1 2026.
519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.