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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
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
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
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
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northwestern Mutual Investment Management Company's HLI Position: Q1 2026 in Review

Northwestern Mutual Investment Management Company reduced its Houlihan Lokey (HLI) stake by 0.17% in Q1 2026, selling an estimated $3.46K and leaving 12,176 shares worth $1.75M. The position accounts for 0.03% of the portfolio, ranked #358.

Northwestern Mutual Investment Management Company first reported a position in HLI in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.49M in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Northwestern Mutual Investment Management Company held 12,176 shares of Houlihan Lokey worth $1.75M as of Q1 2026.
  • Northwestern Mutual Investment Management Company sold 21 Houlihan Lokey shares in Q1 2026, an estimated $3.46K.
  • Houlihan Lokey made up 0.03% of Northwestern Mutual Investment Management Company's portfolio in Q1 2026, its #358 holding.
  • Northwestern Mutual Investment Management Company first reported a position in Houlihan Lokey in Q4 2023 and has held it in 10 quarters since.
  • Northwestern Mutual Investment Management Company's Houlihan Lokey position peaked at $2.49M in Q3 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Northwestern Mutual Investment Management Company's 13F filing for Q1 2026, filed 8 May 2026.