PS
HLI icon

Principal Securities’s Houlihan Lokey HLI Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-1,107
Closed -$227K – 2296
2025
Q3 		$227K Sell
1,107
-5
-0.4% -$980 ﹤0.01% 1233
2025
Q2 		$200K Buy
1,112
+64
+6% +$10.8K ﹤0.01% 1237
2025
Q1 		$182K Hold
1,048
– – ﹤0.01% 1167
2024
Q4 		$182K Buy
1,048
+45
+4% +$7.92K ﹤0.01% 1167
2024
Q3 		$158K Buy
1,003
+114
+13% +$17K ﹤0.01% 1197
2024
Q2 		$120K Buy
889
+70
+9% +$9.16K ﹤0.01% 1244
2024
Q1 		$105K Buy
819
+131
+19% +$16.2K ﹤0.01% 1259
2023
Q4 		$82.5K Buy
+688
New +$74.6K ﹤0.01% 1253

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Securities's HLI Position: Q4 2025 in Review

Principal Securities sold out of Houlihan Lokey (HLI) in Q4 2025, closing a stake of 1,107 shares — an estimated $227K sold.

Principal Securities first reported a position in HLI in Q4 2023 and held it in 8 quarters. The position peaked at $227K in Q3 2025. 577 funds tracked by Wall St. Rank hold HLI as of Q4 2025.

  • Principal Securities reported no remaining Houlihan Lokey position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,107 Houlihan Lokey shares in Q4 2025, an estimated $227K.
  • Principal Securities first reported a position in Houlihan Lokey in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Houlihan Lokey position peaked at $227K in Q3 2025.
  • 577 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.