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Paul Tudor Jones’s Houlihan Lokey HLI Stock Holding History

Paul Tudor Jones’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 		$35.4M Buy
263,803
+31,088
+13% +$4.59M 0.05% 286
2026
Q1 		$33.4M Buy
232,715
+105,738
+83% +$17.4M 0.06% 243
2025
Q4 		$22.1M Buy
126,977
+105,797
+500% +$19.4M 0.04% 380
2025
Q3 		$4.35M Sell
21,180
-35,942
-63% -$7.05M 0.01% 1276
2025
Q2 		$10.3M Buy
+57,122
New +$9.6M 0.02% 645
2025
Q1 		– Sell
-23,970
Closed -$4.16M – 3304
2024
Q4 		$4.16M Buy
23,970
+11,995
+100% +$2.11M 0.02% 800
2024
Q3 		$1.89M Buy
+11,975
New +$1.79M 0.01% 1230
2022
Q1 		– Sell
-10,337
Closed -$1.07M – 2278
2021
Q4 		$1.07M Sell
10,337
-16,899
-62% -$1.8M 0.02% 955
2021
Q3 		$2.51M Buy
27,236
+4,005
+17% +$351K 0.04% 574
2021
Q2 		$1.9M Sell
23,231
-40,793
-64% -$2.95M 0.04% 585
2021
Q1 		$4.26M Buy
64,024
+48,552
+314% +$3.28M 0.09% 227
2020
Q4 		$1.04M Buy
15,472
+5,098
+49% +$330K 0.03% 684
2020
Q3 		$613K Buy
+10,374
New +$595K 0.03% 734
2018
Q2 		– Sell
-5,054
Closed -$225K – 1124
2018
Q1 		$225K Buy
+5,054
New +$239K 0.01% 833

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

Paul Tudor Jones's HLI Position: Q2 2026 in Review

Paul Tudor Jones increased its Houlihan Lokey (HLI) stake by 13% in Q2 2026, buying an estimated $4.59M and bringing the position to 263,803 shares worth $35.4M. The position accounts for 0.05% of the portfolio, ranked #286.

Paul Tudor Jones first reported a position in HLI in Q1 2018 and has held it in 14 quarters since. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Paul Tudor Jones held 263,803 shares of Houlihan Lokey worth $35.4M as of Q2 2026.
  • Paul Tudor Jones bought 31,088 Houlihan Lokey shares in Q2 2026, an estimated $4.59M.
  • Houlihan Lokey made up 0.05% of Paul Tudor Jones's portfolio in Q2 2026, its #286 holding.
  • Paul Tudor Jones first reported a position in Houlihan Lokey in Q1 2018 and has held it in 14 quarters since.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Tudor Investment Corp's 13F filing for Q2 2026, filed 14 Aug 2026.