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 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New York Life Investment Management's HLI Position: Q1 2026 in Review

New York Life Investment Management increased its Houlihan Lokey (HLI) stake by 34% in Q1 2026, buying an estimated $271K and bringing the position to 6,529 shares worth $938K. The position accounts for 0.01% of the portfolio, ranked #680.

New York Life Investment Management first reported a position in HLI in Q2 2022 and has held it in 5 quarters since. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

New York Life Investment Management held 6,529 shares of Houlihan Lokey worth $938K as of Q1 2026.
New York Life Investment Management bought 1,648 Houlihan Lokey shares in Q1 2026, an estimated $271K.
Houlihan Lokey made up 0.01% of New York Life Investment Management's portfolio in Q1 2026, its #680 holding.
New York Life Investment Management first reported a position in Houlihan Lokey in Q2 2022 and has held it in 5 quarters since.
544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.