Ray Dalio
HLI icon

Ray Dalio’s Houlihan Lokey HLI Stock Holding History

Ray Dalio’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 		$2.95M Buy
20,549
+16,951
+471% +$2.79M 0.01% 560
2025
Q4 		$627K Buy
+3,598
New +$660K ﹤0.01% 944
2025
Q1 		– Sell
-6,237
Closed -$1.08M – 732
2024
Q4 		$1.08M Sell
6,237
-512
-8% -$90.2K 0.01% 498
2024
Q3 		$1.07M Buy
6,749
+267
+4% +$39.9K 0.01% 593
2024
Q2 		$874K Buy
+6,482
New +$848K ﹤0.01% 685
2024
Q1 		– Sell
-14,377
Closed -$1.72M – 738
2023
Q4 		$1.72M Buy
14,377
+1,443
+11% +$156K 0.01% 542
2023
Q3 		$1.39M Buy
+12,934
New +$1.33M 0.01% 560

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
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
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ray Dalio's HLI Position: Q1 2026 in Review

Ray Dalio increased its Houlihan Lokey (HLI) stake by 471% in Q1 2026, buying an estimated $2.79M and bringing the position to 20,549 shares worth $2.95M. The position accounts for 0.01% of the portfolio, ranked #560.

Ray Dalio first reported a position in HLI in Q3 2023 and has held it in 7 quarters since. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Ray Dalio held 20,549 shares of Houlihan Lokey worth $2.95M as of Q1 2026.
  • Ray Dalio bought 16,951 Houlihan Lokey shares in Q1 2026, an estimated $2.79M.
  • Houlihan Lokey made up 0.01% of Ray Dalio's portfolio in Q1 2026, its #560 holding.
  • Ray Dalio first reported a position in Houlihan Lokey in Q3 2023 and has held it in 7 quarters since.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.