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North Dakota State Investment Board’s Houlihan Lokey HLI Stock Holding History

North Dakota State Investment Board’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 		$216K Buy
1,608
+27
+2% +$3.98K 0.01% 788
2026
Q1 		$227K Sell
1,581
-333
-17% -$54.8K 0.01% 698
2025
Q4 		$333K Buy
+1,914
New +$351K 0.01% 652

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

North Dakota State Investment Board's HLI Position: Q2 2026 in Review

North Dakota State Investment Board increased its Houlihan Lokey (HLI) stake by 1.7% in Q2 2026, buying an estimated $3.98K and bringing the position to 1,608 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #788.

North Dakota State Investment Board first reported a position in HLI in Q4 2025 and has held it in 3 quarters since. The position peaked at $333K in Q4 2025. 332 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • North Dakota State Investment Board held 1,608 shares of Houlihan Lokey worth $216K as of Q2 2026.
  • North Dakota State Investment Board bought 27 Houlihan Lokey shares in Q2 2026, an estimated $3.98K.
  • Houlihan Lokey made up 0.01% of North Dakota State Investment Board's portfolio in Q2 2026, its #788 holding.
  • North Dakota State Investment Board first reported a position in Houlihan Lokey in Q4 2025 and has held it in 3 quarters since.
  • North Dakota State Investment Board's Houlihan Lokey position peaked at $333K in Q4 2025.
  • 332 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on North Dakota State Investment Board's 13F filing for Q2 2026, filed 4 Aug 2026.