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Prudential plc’s Houlihan Lokey HLI Stock Holding History

Prudential plc’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 		– Sell
-6,226
Closed -$1.08M – 714
2025
Q4 		$1.08M Buy
+6,226
New +$1.14M 0.01% 459
2023
Q1 		– Sell
-11,280
Closed -$983K – 884
2022
Q4 		$983K Sell
11,280
-772
-6% -$69.4K 0.01% 553
2022
Q3 		$908K Buy
12,052
+3,133
+35% +$254K 0.01% 428
2022
Q2 		$704K Buy
8,919
+288
+3% +$24.1K 0.01% 470
2022
Q1 		$758K Buy
8,631
+235
+3% +$24.2K 0.01% 478
2021
Q4 		$869K Sell
8,396
-270
-3% -$28.8K 0.01% 390
2021
Q3 		$798K Buy
+8,666
New +$759K 0.01% 357
2021
Q2 		– Sell
-134,250
Closed -$8.93M – 559
2021
Q1 		$8.93M Sell
134,250
-12,700
-9% -$857K 0.06% 247
2020
Q4 		$9.88M Sell
146,950
-4,601
-3% -$298K 0.05% 230
2020
Q3 		$8.95M Buy
151,551
+5,000
+3% +$287K 0.04% 222
2020
Q2 		$8.15M Sell
146,551
-25,450
-15% -$1.48M 0.04% 215
2020
Q1 		$8.96M Buy
+172,001
New +$8.92M 0.05% 223

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prudential plc's HLI Position: Q1 2026 in Review

Prudential plc sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 6,226 shares — an estimated $1.08M sold.

Prudential plc first reported a position in HLI in Q1 2020 and held it in 12 quarters. The position peaked at $9.88M in Q4 2020. 547 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Prudential plc reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • Prudential plc sold 6,226 Houlihan Lokey shares in Q1 2026, an estimated $1.08M.
  • Prudential plc first reported a position in Houlihan Lokey in Q1 2020 and held it in 12 quarters.
  • Prudential plc's Houlihan Lokey position peaked at $9.88M in Q4 2020.
  • 547 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Prudential plc's 13F filing for Q1 2026, filed 14 May 2026.