Nisa Investment Advisors
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Nisa Investment Advisors’s Houlihan Lokey HLI Stock Holding History

Nisa Investment 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 		$235K Buy
1,749
+221
+14% +$32.6K ﹤0.01% 1201
2026
Q1 		$219K Buy
1,528
+81
+6% +$13.3K ﹤0.01% 1184
2025
Q4 		$252K Buy
1,447
+4
+0.3% +$734 ﹤0.01% 1176
2025
Q3 		$296K Buy
1,443
+10
+0.7% +$1.96K ﹤0.01% 1161
2025
Q2 		$258K Buy
1,433
+46
+3% +$7.73K ﹤0.01% 1155
2025
Q1 		$224K Hold
1,387
– – ﹤0.01% 1202
2024
Q4 		$241K Buy
1,387
+150
+12% +$26.4K ﹤0.01% 1242
2024
Q3 		$195K Hold
1,237
– – ﹤0.01% 1286
2024
Q2 		$167K Hold
1,237
– – ﹤0.01% 1361
2024
Q1 		$159K Buy
1,237
+15
+1% +$1.86K ﹤0.01% 1361
2023
Q4 		$147K Sell
1,222
-506
-29% -$54.9K ﹤0.01% 1353
2023
Q3 		$185K Hold
1,728
– – ﹤0.01% 1327
2023
Q2 		$170K Buy
1,728
+648
+60% +$58.6K ﹤0.01% 1371
2023
Q1 		$94K Sell
1,080
-150
-12% -$14.1K ﹤0.01% 1517
2022
Q4 		$107K Hold
1,230
– – ﹤0.01% 1532
2022
Q3 		$110K Buy
1,230
+30
+3% +$2.43K ﹤0.01% 1459
2022
Q2 		$95K Sell
1,200
-284
-19% -$23.7K ﹤0.01% 1528
2022
Q1 		$130K Sell
1,484
-116
-7% -$11.9K ﹤0.01% 1533
2021
Q4 		$170K Hold
1,600
– – ﹤0.01% 1327
2021
Q3 		$147K Sell
1,600
-300
-16% -$26.3K ﹤0.01% 1534
2021
Q2 		$155K Hold
1,900
– – ﹤0.01% 1502
2021
Q1 		$126K Hold
1,900
– – ﹤0.01% 1656
2020
Q4 		$128K Buy
1,900
+1,000
+111% +$64.8K ﹤0.01% 1640
2020
Q3 		$53K Buy
+900
New +$51.6K ﹤0.01% 1783

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

Nisa Investment Advisors's HLI Position: Q2 2026 in Review

Nisa Investment Advisors increased its Houlihan Lokey (HLI) stake by 14% in Q2 2026, buying an estimated $32.6K and bringing the position to 1,749 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Nisa Investment Advisors first reported a position in HLI in Q3 2020 and has held it in 24 quarters since. The position peaked at $296K in Q3 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Nisa Investment Advisors held 1,749 shares of Houlihan Lokey worth $235K as of Q2 2026.
  • Nisa Investment Advisors bought 221 Houlihan Lokey shares in Q2 2026, an estimated $32.6K.
  • Houlihan Lokey made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1201 holding.
  • Nisa Investment Advisors first reported a position in Houlihan Lokey in Q3 2020 and has held it in 24 quarters since.
  • Nisa Investment Advisors's Houlihan Lokey position peaked at $296K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.