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Resources Management Corp’s Houlihan Lokey HLI Stock Holding History

Resources Management Corp’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 		$1.03M Buy
7,704
+659
+9% +$97.2K 0.13% 115
2026
Q1 		$1.01M Buy
7,045
+1,112
+19% +$183K 0.13% 115
2025
Q4 		$1.03M Buy
5,933
+88
+2% +$16.2K 0.13% 114
2025
Q3 		$1.2M Hold
5,845
– – 0.16% 107
2025
Q2 		$1.05M Buy
5,845
+55
+0.9% +$9.24K 0.14% 109
2025
Q1 		$935K Buy
5,790
+1,722
+42% +$296K 0.13% 123
2024
Q4 		$706K Sell
4,068
-168
-4% -$29.6K 0.1% 139
2024
Q3 		$669K Hold
4,236
– – 0.09% 144
2024
Q2 		$571K Sell
4,236
-222
-5% -$29.1K 0.08% 143
2024
Q1 		$571K Sell
4,458
-10
-0.2% -$1.24K 0.08% 139
2023
Q4 		$536K Sell
4,468
-155
-3% -$16.8K 0.08% 154
2023
Q3 		$495K Sell
4,623
-665
-13% -$68.6K 0.08% 149
2023
Q2 		$520K Buy
5,288
+4,688
+781% +$424K 0.08% 145
2023
Q1 		$65K Sell
600
-4,710
-89% -$443K 0.01% 273
2022
Q4 		$463K Buy
5,310
+175
+3% +$15.7K 0.07% 170
2022
Q3 		$387K Sell
5,135
-46
-0.9% -$3.73K 0.07% 183
2022
Q2 		$409K Buy
5,181
+250
+5% +$20.9K 0.07% 183
2022
Q1 		$433K Buy
4,931
+100
+2% +$10.3K 0.06% 193
2021
Q4 		$500K Hold
4,831
– – 0.07% 193
2021
Q3 		$445K Buy
4,831
+365
+8% +$32K 0.06% 195
2021
Q2 		$365K Buy
4,466
+45
+1% +$3.26K 0.05% 219
2021
Q1 		$294K Buy
4,421
+536
+14% +$36.2K 0.04% 219
2020
Q4 		$261K Buy
3,885
+525
+16% +$34K 0.04% 216
2020
Q3 		$198K Buy
3,360
+1,362
+68% +$78.1K 0.04% 216
2020
Q2 		$111K Buy
1,998
+88
+5% +$5.13K 0.02% 241
2020
Q1 		$100K Hold
1,910
– – 0.02% 241
2019
Q4 		$93K Hold
1,910
– – 0.02% 249
2019
Q3 		$86K Buy
+1,910
New +$84.6K 0.02% 259

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 $3.37T AUM 44.26% 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

Resources Management Corp's HLI Position: Q2 2026 in Review

Resources Management Corp increased its Houlihan Lokey (HLI) stake by 9.4% in Q2 2026, buying an estimated $97.2K and bringing the position to 7,704 shares worth $1.03M. The position accounts for 0.13% of the portfolio, ranked #115.

Resources Management Corp first reported a position in HLI in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.2M in Q3 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Resources Management Corp held 7,704 shares of Houlihan Lokey worth $1.03M as of Q2 2026.
  • Resources Management Corp bought 659 Houlihan Lokey shares in Q2 2026, an estimated $97.2K.
  • Houlihan Lokey made up 0.13% of Resources Management Corp's portfolio in Q2 2026, its #115 holding.
  • Resources Management Corp first reported a position in Houlihan Lokey in Q3 2019 and has held it in 28 quarters since.
  • Resources Management Corp's Houlihan Lokey position peaked at $1.2M in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Resources Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.