Raymond James Financial
HLI icon

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
Q2 		$56M Sell
417,511
-284,076
-40% -$41.9M 0.02% 877
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Raymond James Financial's HLI Position: Q2 2026 in Review

Raymond James Financial reduced its Houlihan Lokey (HLI) stake by 40% in Q2 2026, selling an estimated $41.9M and leaving 417,511 shares worth $56M. The position accounts for 0.02% of the portfolio, ranked #877.

Raymond James Financial first reported a position in HLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $173M in Q3 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Raymond James Financial held 417,511 shares of Houlihan Lokey worth $56M as of Q2 2026.
  • Raymond James Financial sold 284,076 Houlihan Lokey shares in Q2 2026, an estimated $41.9M.
  • Houlihan Lokey made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #877 holding.
  • Raymond James Financial first reported a position in Houlihan Lokey in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Houlihan Lokey position peaked at $173M in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.