Quantinno Capital Management’s Houlihan Lokey HLI Stock Holding History

Quantinno Capital Management’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	$6.5M	Buy	45,227 +27,634	+157%	+$4.55M	0.01%	1036
2025 Q4	$3.06M	Buy	17,593 +1,489	+9%	+$273K	0.01%	1213
2025 Q3	$3.31M	Buy	16,104 +4,848	+43%	+$951K	0.01%	1061
2025 Q2	$2.03M	Buy	11,256 +2,167	+24%	+$364K	0.01%	1093
2025 Q1	$1.47M	Buy	9,089 +7,636	+526%	+$1.31M	0.01%	1052
2024 Q4	$252K	Buy	+1,453	New	+$256K	﹤0.01%	1450
2020 Q3	–	Sell	-4,648	Closed	-$259K	–	410
2020 Q2	$259K	Buy	+4,648	New	+$271K	0.26%	210
2019 Q1	–	Sell	-9,686	Closed	-$356K	–	418
2018 Q4	$356K	Buy	+9,686	New	+$395K	0.29%	142

Other funds holding HLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Quantinno Capital Management's HLI Position: Q1 2026 in Review

Quantinno Capital Management increased its Houlihan Lokey (HLI) stake by 157% in Q1 2026, buying an estimated $4.55M and bringing the position to 45,227 shares worth $6.5M. The position accounts for 0.01% of the portfolio, ranked #1036.

Quantinno Capital Management first reported a position in HLI in Q4 2018 and has held it in 8 quarters since. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

Quantinno Capital Management held 45,227 shares of Houlihan Lokey worth $6.5M as of Q1 2026.
Quantinno Capital Management bought 27,634 Houlihan Lokey shares in Q1 2026, an estimated $4.55M.
Houlihan Lokey made up 0.01% of Quantinno Capital Management's portfolio in Q1 2026, its #1036 holding.
Quantinno Capital Management first reported a position in Houlihan Lokey in Q4 2018 and has held it in 8 quarters since.
544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Quantinno Capital Management's 13F filing for Q1 2026, filed 15 May 2026.