Raymond James Financial’s Houlihan Lokey HLI Stock Holding History

Raymond James Financial’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	$99.3M	Sell	701,587 -94,774	-12%	-$15.6M	0.03%	514
2025 Q4	$140M	Sell	796,361 -45,588	-5%	-$8.37M	0.04%	378
2025 Q3	$173M	Sell	841,949 -32,129	-4%	-$6.3M	0.06%	307
2025 Q2	$157M	Buy	874,078 +82,002	+10%	+$13.8M	0.05%	313
2025 Q1	$128M	Sell	792,076 -34,590	-4%	-$5.94M	0.05%	352
2024 Q4	$144M	Buy	+826,666	New	+$146M	0.05%	325

Other funds holding HLI

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 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 $3.37T AUM 44.26% 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

Raymond James Financial's HLI Position: Q1 2026 in Review

Raymond James Financial reduced its Houlihan Lokey (HLI) stake by 12% in Q1 2026, selling an estimated $15.6M and leaving 701,587 shares worth $99.3M. The position accounts for 0.03% of the portfolio, ranked #514.

Raymond James Financial first reported a position in HLI in Q4 2024 and has held it in 6 quarters since. The position peaked at $173M in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

Raymond James Financial held 701,587 shares of Houlihan Lokey worth $99.3M as of Q1 2026.
Raymond James Financial sold 94,774 Houlihan Lokey shares in Q1 2026, an estimated $15.6M.
Houlihan Lokey made up 0.03% of Raymond James Financial's portfolio in Q1 2026, its #514 holding.
Raymond James Financial first reported a position in Houlihan Lokey in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Houlihan Lokey position peaked at $173M in Q3 2025.
544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.