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Riverwater Partners’s Houlihan Lokey HLI Stock Holding History

Riverwater Partners’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 		$307K Buy
2,287
+535
+31% +$78.9K 0.09% 177
2026
Q1 		$252K Buy
1,752
+292
+20% +$48K 0.08% 194
2025
Q4 		$254K Buy
1,460
+2
+0.1% +$367 0.1% 184
2025
Q3 		$299K Hold
1,458
– – 0.12% 181
2025
Q2 		$262K Buy
1,458
+2
+0.1% +$336 0.12% 178
2025
Q1 		$235K Sell
1,456
-1,014
-41% -$174K 0.12% 185
2024
Q4 		$429K Buy
2,470
+2
+0.1% +$352 0.21% 114
2024
Q3 		$392K Sell
2,468
-25
-1% -$3.73K 0.19% 131
2024
Q2 		$336K Sell
2,493
-155
-6% -$20.3K 0.25% 126
2024
Q1 		$339K Hold
2,648
– – 0.25% 130
2023
Q4 		$318K Hold
2,648
– – 0.25% 128
2023
Q3 		$284K Sell
2,648
-335
-11% -$34.5K 0.26% 139
2023
Q2 		$293K Hold
2,983
– – 0.26% 133
2023
Q1 		$261K Hold
2,983
– – 0.24% 140
2022
Q4 		$260K Buy
+2,983
New +$268K 0.22% 147
2022
Q3 		– Sell
-2,601
Closed -$205K – 203
2022
Q2 		$205K Buy
+2,601
New +$217K 0.21% 184
2022
Q1 		– Sell
-3,019
Closed -$313K – 149
2021
Q4 		$313K Buy
+3,019
New +$322K 0.28% 141

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

Riverwater Partners's HLI Position: Q2 2026 in Review

Riverwater Partners increased its Houlihan Lokey (HLI) stake by 31% in Q2 2026, buying an estimated $78.9K and bringing the position to 2,287 shares worth $307K. The position accounts for 0.09% of the portfolio, ranked #177.

Riverwater Partners first reported a position in HLI in Q4 2021 and has held it in 17 quarters since. The position peaked at $429K in Q4 2024. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Riverwater Partners held 2,287 shares of Houlihan Lokey worth $307K as of Q2 2026.
  • Riverwater Partners bought 535 Houlihan Lokey shares in Q2 2026, an estimated $78.9K.
  • Houlihan Lokey made up 0.09% of Riverwater Partners's portfolio in Q2 2026, its #177 holding.
  • Riverwater Partners first reported a position in Houlihan Lokey in Q4 2021 and has held it in 17 quarters since.
  • Riverwater Partners's Houlihan Lokey position peaked at $429K in Q4 2024.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.