Nuveen
HLI icon

Nuveen’s Houlihan Lokey HLI Stock Holding History

Nuveen’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 		$22M Buy
163,937
+46,740
+40% +$6.9M 0.01% 1204
2026
Q1 		$16.8M Sell
117,197
-1,623
-1% -$267K ﹤0.01% 1241
2025
Q4 		$20.7M Buy
118,820
+3,327
+3% +$611K 0.01% 1128
2025
Q3 		$23.7M Buy
115,493
+6,868
+6% +$1.35M 0.01% 1044
2025
Q2 		$19.5M Sell
108,625
-36,751
-25% -$6.17M 0.01% 1112
2025
Q1 		$23.5M Buy
145,376
+19,270
+15% +$3.31M 0.01% 1032
2024
Q4 		$21.9M Sell
126,106
-3,761
-3% -$662K 0.01% 1136
2024
Q3 		$20.5M Sell
129,867
-627
-0.5% -$93.7K 0.01% 1177
2024
Q2 		$17.6M Sell
130,494
-1,439
-1% -$188K 0.01% 1217
2024
Q1 		$16.9M Sell
131,933
-148
-0.1% -$18.3K 0.01% 1281
2023
Q4 		$15.8M Buy
132,081
+1,707
+1% +$185K 0.01% 1309
2023
Q3 		$14M Buy
130,374
+37,718
+41% +$3.89M ﹤0.01% 1275
2023
Q2 		$9.11M Sell
92,656
-47,267
-34% -$4.28M ﹤0.01% 1575
2023
Q1 		$12.2M Sell
139,923
-64,383
-32% -$6.06M ﹤0.01% 1357
2022
Q4 		$17.8M Sell
204,306
-9,585
-4% -$862K 0.01% 1120
2022
Q3 		$16.1M Buy
213,891
+3,222
+2% +$261K 0.01% 1158
2022
Q2 		$16.6M Buy
210,669
+57,153
+37% +$4.78M 0.01% 1175
2022
Q1 		$14.2M Sell
153,516
-1,305
-0.8% -$134K ﹤0.01% 1409
2021
Q4 		$16M Sell
154,821
-15,912
-9% -$1.7M ﹤0.01% 1367
2021
Q3 		$15.6M Sell
170,733
-11,678
-6% -$1.02M ﹤0.01% 1447
2021
Q2 		$14.9M Sell
182,411
-6,467
-3% -$468K ﹤0.01% 1601
2021
Q1 		$12.6M Sell
188,878
-4,314
-2% -$291K ﹤0.01% 1653
2020
Q4 		$13M Buy
193,192
+1,313
+0.7% +$85.1K ﹤0.01% 1532
2020
Q3 		$11.3M Buy
191,879
+20,393
+12% +$1.17M ﹤0.01% 1443
2020
Q2 		$9.54M Buy
171,486
+2,368
+1% +$138K ﹤0.01% 1514
2020
Q1 		$8.81M Buy
169,118
+19,609
+13% +$1.02M ﹤0.01% 1371
2019
Q4 		$7.31M Sell
149,509
-2,284
-2% -$108K ﹤0.01% 1772
2019
Q3 		$6.84M Sell
151,793
-255,915
-63% -$11.3M ﹤0.01% 1785
2019
Q2 		$18.2M Buy
+407,708
New +$19.1M 0.01% 1213

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

Nuveen's HLI Position: Q2 2026 in Review

Nuveen increased its Houlihan Lokey (HLI) stake by 40% in Q2 2026, buying an estimated $6.9M and bringing the position to 163,937 shares worth $22M. The position accounts for 0.01% of the portfolio, ranked #1204.

Nuveen first reported a position in HLI in Q2 2019 and has held it in 29 quarters since. The position peaked at $23.7M in Q3 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Nuveen held 163,937 shares of Houlihan Lokey worth $22M as of Q2 2026.
  • Nuveen bought 46,740 Houlihan Lokey shares in Q2 2026, an estimated $6.9M.
  • Houlihan Lokey made up 0.01% of Nuveen's portfolio in Q2 2026, its #1204 holding.
  • Nuveen first reported a position in Houlihan Lokey in Q2 2019 and has held it in 29 quarters since.
  • Nuveen's Houlihan Lokey position peaked at $23.7M in Q3 2025.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.