Northwestern Mutual Investment Management Company’s Houlihan Lokey HLI Stock Holding History

Northwestern Mutual Investment Management Company’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	$1.64M	Buy	12,196 +20	+0.2%	+$2.95K	0.02%	434
2026 Q1	$1.75M	Sell	12,176 -21	-0.2%	-$3.46K	0.03%	358
2025 Q4	$2.12M	Buy	12,197 +78	+0.6%	+$14.3K	0.02%	279
2025 Q3	$2.49M	Buy	12,119 +109	+0.9%	+$21.4K	0.04%	217
2025 Q2	$2.16M	Sell	12,010 -2	-0%	-$336	0.03%	241
2025 Q1	$1.94M	Buy	12,012 +103	+0.9%	+$17.7K	0.03%	257
2024 Q4	$2.07M	Buy	11,909 +124	+1%	+$21.8K	0.05%	240
2024 Q3	$1.86M	Buy	11,785 +97	+0.8%	+$14.5K	0.04%	281
2024 Q2	$1.58M	Buy	11,688 +63	+0.5%	+$8.25K	0.04%	316
2024 Q1	$1.49M	Buy	11,625 +142	+1%	+$17.6K	0.04%	353
2023 Q4	$1.38M	Buy	+11,483	New	+$1.24M	0.04%	365

Other funds holding HLI

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Northwestern Mutual Investment Management Company's HLI Position: Q2 2026 in Review

Northwestern Mutual Investment Management Company increased its Houlihan Lokey (HLI) stake by 0.16% in Q2 2026, buying an estimated $2.95K and bringing the position to 12,196 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #434.

Northwestern Mutual Investment Management Company first reported a position in HLI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.49M in Q3 2025. 304 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Northwestern Mutual Investment Management Company held 12,196 shares of Houlihan Lokey worth $1.64M as of Q2 2026.
Northwestern Mutual Investment Management Company bought 20 Houlihan Lokey shares in Q2 2026, an estimated $2.95K.
Houlihan Lokey made up 0.02% of Northwestern Mutual Investment Management Company's portfolio in Q2 2026, its #434 holding.
Northwestern Mutual Investment Management Company first reported a position in Houlihan Lokey in Q4 2023 and has held it in 11 quarters since.
Northwestern Mutual Investment Management Company's Houlihan Lokey position peaked at $2.49M in Q3 2025.
304 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Northwestern Mutual Investment Management Company's 13F filing for Q2 2026, filed 12 Aug 2026.