Principal Financial Group’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.5M | Buy |
123,130
+1,397
| +1% | +$206K | 0.01% | 1121 |
|
|
2026
Q1 | $17.5M | Buy |
121,733
+4,637
| +4% | +$763K | 0.01% | 1001 |
|
|
2025
Q4 | $20.4M | Sell |
117,096
-3,507
| -3% | -$644K | 0.01% | 890 |
|
|
2025
Q3 | $24.8M | Sell |
120,603
-1,570
| -1% | -$308K | 0.01% | 750 |
|
|
2025
Q2 | $22M | Sell |
122,173
-2,244
| -2% | -$377K | 0.01% | 795 |
|
|
2025
Q1 | $20.1M | Buy |
124,417
+1,511
| +1% | +$260K | 0.01% | 824 |
|
|
2024
Q4 | $21.3M | Sell |
122,906
-189
| -0.2% | -$33.3K | 0.01% | 819 |
|
|
2024
Q3 | $19.5M | Sell |
123,095
-51,246
| -29% | -$7.66M | 0.01% | 860 |
|
|
2024
Q2 | $23.5M | Sell |
174,341
-21,819
| -11% | -$2.86M | 0.01% | 758 |
|
|
2024
Q1 | $25.1M | Sell |
196,160
-20,026
| -9% | -$2.48M | 0.01% | 776 |
|
|
2023
Q4 | $25.9M | Buy |
216,186
+192,668
| +819% | +$20.9M | 0.02% | 719 |
|
|
2023
Q3 | $2.52M | Buy |
23,518
+7,276
| +45% | +$750K | ﹤0.01% | 1720 |
|
|
2023
Q2 | $1.6M | Sell |
16,242
-5,803
| -26% | -$525K | ﹤0.01% | 1788 |
|
|
2023
Q1 | $1.93M | Sell |
22,045
-3,720
| -14% | -$350K | ﹤0.01% | 1772 |
|
|
2022
Q4 | $2.25M | Buy |
25,765
+18,531
| +256% | +$1.67M | ﹤0.01% | 1739 |
|
|
2022
Q3 | $545K | Sell |
7,234
-679
| -9% | -$55K | ﹤0.01% | 1941 |
|
|
2022
Q2 | $625K | Sell |
7,913
-61,572
| -89% | -$5.15M | ﹤0.01% | 2010 |
|
|
2022
Q1 | $6.1M | Sell |
69,485
-27,169
| -28% | -$2.8M | ﹤0.01% | 1600 |
|
|
2021
Q4 | $10M | Buy |
96,654
+86,749
| +876% | +$9.26M | 0.01% | 1397 |
|
|
2021
Q3 | $912K | Buy |
9,905
+1,892
| +24% | +$166K | ﹤0.01% | 2030 |
|
|
2021
Q2 | $655K | Sell |
8,013
-3,029
| -27% | -$219K | ﹤0.01% | 2146 |
|
|
2021
Q1 | $734K | Sell |
11,042
-2,066
| -16% | -$139K | ﹤0.01% | 2060 |
|
|
2020
Q4 | $881K | Buy |
13,108
+5,383
| +70% | +$349K | ﹤0.01% | 1969 |
|
|
2020
Q3 | $456K | Buy |
7,725
+414
| +6% | +$23.7K | ﹤0.01% | 2040 |
|
|
2020
Q2 | $407K | Sell |
7,311
-33,816
| -82% | -$1.97M | ﹤0.01% | 2010 |
|
|
2020
Q1 | $2.14M | Buy |
41,127
+490
| +1% | +$25.4K | ﹤0.01% | 1578 |
|
|
2019
Q4 | $1.99M | Buy |
40,637
+34,923
| +611% | +$1.65M | ﹤0.01% | 1728 |
|
|
2019
Q3 | $258K | Buy |
5,714
+909
| +19% | +$40.3K | ﹤0.01% | 2087 |
|
|
2019
Q2 | $214K | Sell |
4,805
-36,454
| -88% | -$1.7M | ﹤0.01% | 2134 |
|
|
2019
Q1 | $1.89M | Buy |
41,259
+270
| +0.7% | +$11.9K | ﹤0.01% | 1746 |
|
|
2018
Q4 | $1.51M | Sell |
40,989
-215,766
| -84% | -$8.8M | ﹤0.01% | 1754 |
|
|
2018
Q3 | $11.5M | Buy |
256,755
+7,302
| +3% | +$354K | 0.01% | 1241 |
|
|
2018
Q2 | $12.8M | Sell |
249,453
-13,454
| -5% | -$643K | 0.01% | 1145 |
|
|
2018
Q1 | $11.7M | Buy |
262,907
+1,874
| +0.7% | +$88.7K | 0.01% | 1157 |
|
|
2017
Q4 | $11.9M | Buy |
261,033
+49,433
| +23% | +$2.12M | 0.01% | 1167 |
|
|
2017
Q3 | $8.28M | Buy |
211,600
+4,700
| +2% | +$172K | 0.01% | 1352 |
|
|
2017
Q2 | $7.22M | Hold |
206,900
| – | – | 0.01% | 1410 |
|
|
2017
Q1 | $7.13M | Hold |
206,900
| – | – | 0.01% | 1393 |
|
|
2016
Q4 | $6.44M | Buy |
206,900
+2,500
| +1% | +$67.8K | 0.01% | 1423 |
|
|
2016
Q3 | $5.12M | Hold |
204,400
| – | – | 0.01% | 1458 |
|
|
2016
Q2 | $4.57M | Sell |
204,400
-5,300
| -3% | -$128K | 0.01% | 1461 |
|
|
2016
Q1 | $5.22M | Sell |
209,700
-285,994
| -58% | -$6.95M | 0.01% | 1373 |
|
|
2015
Q4 | $13M | Buy |
495,694
+10,882
| +2% | +$248K | 0.02% | 787 |
|
|
2015
Q3 | $10.6M | Buy |
+484,812
| New | +$10.6M | 0.02% | 890 |
|
Other funds holding HLI
Principal Financial Group's HLI Position: Q2 2026 in Review
Principal Financial Group increased its Houlihan Lokey (HLI) stake by 1.1% in Q2 2026, buying an estimated $206K and bringing the position to 123,130 shares worth $16.5M. The position accounts for 0.01% of the portfolio, ranked #1121.
Principal Financial Group first reported a position in HLI in Q3 2015 and has held it in 44 quarters since. The position peaked at $25.9M in Q4 2023. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.
- Principal Financial Group held 123,130 shares of Houlihan Lokey worth $16.5M as of Q2 2026.
- Principal Financial Group bought 1,397 Houlihan Lokey shares in Q2 2026, an estimated $206K.
- Houlihan Lokey made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1121 holding.
- Principal Financial Group first reported a position in Houlihan Lokey in Q3 2015 and has held it in 44 quarters since.
- Principal Financial Group's Houlihan Lokey position peaked at $25.9M in Q4 2023.
- 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.