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Richard Bernstein Advisors’s Houlihan Lokey HLI Stock Holding History

Richard Bernstein Advisors’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 		$1.22M Hold
8,492
– – 0.04% 156
2025
Q4 		$1.48M Sell
8,492
-967
-10% -$177K 0.04% 94
2025
Q3 		$1.94M Sell
9,459
-13,836
-59% -$2.71M 0.06% 91
2025
Q2 		$4.19M Sell
23,295
-2,098
-8% -$352K 0.1% 87
2025
Q1 		$4.1M Sell
25,393
-975
-4% -$167K 0.1% 95
2024
Q4 		$4.58M Hold
26,368
– – 0.1% 84
2024
Q3 		$4.17M Hold
26,368
– – 0.09% 103
2024
Q2 		$3.56M Buy
26,368
+3
+0% +$393 0.08% 113
2024
Q1 		$3.38M Hold
26,365
– – 0.07% 129
2023
Q4 		$3.16M Buy
26,365
+16
+0.1% +$1.74K 0.07% 126
2023
Q3 		$2.82M Buy
+26,349
New +$2.72M 0.06% 120

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Richard Bernstein Advisors's HLI Position: Q1 2026 in Review

Richard Bernstein Advisors held its Houlihan Lokey (HLI) position steady in Q1 2026 at 8,492 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #156.

Richard Bernstein Advisors first reported a position in HLI in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.58M in Q4 2024. 547 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Richard Bernstein Advisors held 8,492 shares of Houlihan Lokey worth $1.22M as of Q1 2026.
  • Richard Bernstein Advisors left its Houlihan Lokey share count unchanged in Q1 2026.
  • Houlihan Lokey made up 0.04% of Richard Bernstein Advisors's portfolio in Q1 2026, its #156 holding.
  • Richard Bernstein Advisors first reported a position in Houlihan Lokey in Q3 2023 and has held it in 11 quarters since.
  • Richard Bernstein Advisors's Houlihan Lokey position peaked at $4.58M in Q4 2024.
  • 547 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.