Royal Bank of Canada’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $252M | Buy |
1,751,495
+48,126
| +3% | +$7.92M | 0.04% | 353 |
|
|
2025
Q4 | $297M | Buy |
1,703,369
+1,334,769
| +362% | +$245M | 0.05% | 317 |
|
|
2025
Q3 | $75.7M | Buy |
368,600
+193,497
| +111% | +$37.9M | 0.01% | 815 |
|
|
2025
Q2 | $31.5M | Buy |
175,103
+125,519
| +253% | +$21.1M | 0.01% | 1205 |
|
|
2025
Q1 | $8.01M | Buy |
49,584
+6,253
| +14% | +$1.07M | ﹤0.01% | 1915 |
|
|
2024
Q4 | $7.52M | Sell |
43,331
-1,572
| -4% | -$277K | ﹤0.01% | 2007 |
|
|
2024
Q3 | $7.09M | Buy |
44,903
+8,367
| +23% | +$1.25M | ﹤0.01% | 2014 |
|
|
2024
Q2 | $4.93M | Sell |
36,536
-22
| -0.1% | -$2.88K | ﹤0.01% | 2193 |
|
|
2024
Q1 | $4.69M | Buy |
36,558
+2,964
| +9% | +$367K | ﹤0.01% | 2223 |
|
|
2023
Q4 | $4.03M | Buy |
33,594
+954
| +3% | +$103K | ﹤0.01% | 2435 |
|
|
2023
Q3 | $3.5M | Buy |
32,640
+2,786
| +9% | +$287K | ﹤0.01% | 2369 |
|
|
2023
Q2 | $2.94M | Sell |
29,854
-3,728
| -11% | -$337K | ﹤0.01% | 2522 |
|
|
2023
Q1 | $2.94M | Sell |
33,582
-19,450
| -37% | -$1.83M | ﹤0.01% | 2511 |
|
|
2022
Q4 | $4.62M | Buy |
53,032
+22,435
| +73% | +$2.02M | ﹤0.01% | 2203 |
|
|
2022
Q3 | $2.31M | Sell |
30,597
-2,444
| -7% | -$198K | ﹤0.01% | 2728 |
|
|
2022
Q2 | $2.61M | Sell |
33,041
-13,337
| -29% | -$1.12M | ﹤0.01% | 2638 |
|
|
2022
Q1 | $4.07M | Sell |
46,378
-4,216
| -8% | -$434K | ﹤0.01% | 2436 |
|
|
2021
Q4 | $5.24M | Buy |
50,594
+17,552
| +53% | +$1.87M | ﹤0.01% | 2352 |
|
|
2021
Q3 | $3.04M | Buy |
33,042
+362
| +1% | +$31.7K | ﹤0.01% | 2726 |
|
|
2021
Q2 | $2.67M | Buy |
32,680
+1,298
| +4% | +$94K | ﹤0.01% | 2807 |
|
|
2021
Q1 | $2.09M | Buy |
31,382
+5,114
| +19% | +$345K | ﹤0.01% | 2967 |
|
|
2020
Q4 | $1.76M | Sell |
26,268
-10,124
| -28% | -$656K | ﹤0.01% | 3031 |
|
|
2020
Q3 | $2.15M | Buy |
36,392
+2,190
| +6% | +$126K | ﹤0.01% | 2627 |
|
|
2020
Q2 | $1.9M | Sell |
34,202
-3,391
| -9% | -$198K | ﹤0.01% | 2656 |
|
|
2020
Q1 | $1.96M | Sell |
37,593
-1,024
| -3% | -$53.1K | ﹤0.01% | 2487 |
|
|
2019
Q4 | $1.89M | Buy |
38,617
+2,645
| +7% | +$125K | ﹤0.01% | 2922 |
|
|
2019
Q3 | $1.62M | Buy |
35,972
+6,083
| +20% | +$269K | ﹤0.01% | 2930 |
|
|
2019
Q2 | $1.33M | Buy |
29,889
+4,158
| +16% | +$194K | ﹤0.01% | 3085 |
|
|
2019
Q1 | $1.18M | Buy |
25,731
+9,056
| +54% | +$400K | ﹤0.01% | 3081 |
|
|
2018
Q4 | $614K | Sell |
16,675
-1,669
| -9% | -$68K | ﹤0.01% | 3557 |
|
|
2018
Q3 | $825K | Buy |
18,344
+3,857
| +27% | +$187K | ﹤0.01% | 3514 |
|
|
2018
Q2 | $742K | Buy |
14,487
+3,096
| +27% | +$148K | ﹤0.01% | 3466 |
|
|
2018
Q1 | $507K | Buy |
11,391
+6,362
| +127% | +$301K | ﹤0.01% | 3698 |
|
|
2017
Q4 | $229K | Sell |
5,029
-6,815
| -58% | -$292K | ﹤0.01% | 4333 |
|
|
2017
Q3 | $463K | Buy |
11,844
+2,225
| +23% | +$81.3K | ﹤0.01% | 3868 |
|
|
2017
Q2 | $336K | Sell |
9,619
-1,156
| -11% | -$39.3K | ﹤0.01% | 3985 |
|
|
2017
Q1 | $371K | Buy |
10,775
+460
| +4% | +$14.7K | ﹤0.01% | 3882 |
|
|
2016
Q4 | $321K | Buy |
10,315
+9,708
| +1,599% | +$263K | ﹤0.01% | 4134 |
|
|
2016
Q3 | $15K | Buy |
607
+42
| +7% | +$1.01K | ﹤0.01% | 5645 |
|
|
2016
Q2 | $13K | Sell |
565
-54
| -9% | -$1.3K | ﹤0.01% | 5656 |
|
|
2016
Q1 | $15K | Buy |
+619
| New | +$15K | ﹤0.01% | 5592 |
|
|
2015
Q4 | – | Sell |
-500
| Closed | -$11K | – | 6718 |
|
|
2015
Q3 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 5847 |
|
Other funds holding HLI
VPM
VCM
Royal Bank of Canada's HLI Position: Q1 2026 in Review
Royal Bank of Canada increased its Houlihan Lokey (HLI) stake by 2.8% in Q1 2026, buying an estimated $7.92M and bringing the position to 1,751,495 shares worth $252M. The position accounts for 0.04% of the portfolio, ranked #353.
Royal Bank of Canada first reported a position in HLI in Q3 2015 and has held it in 42 quarters since. The position peaked at $297M in Q4 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.
- Royal Bank of Canada held 1,751,495 shares of Houlihan Lokey worth $252M as of Q1 2026.
- Royal Bank of Canada bought 48,126 Houlihan Lokey shares in Q1 2026, an estimated $7.92M.
- Houlihan Lokey made up 0.04% of Royal Bank of Canada's portfolio in Q1 2026, its #353 holding.
- Royal Bank of Canada first reported a position in Houlihan Lokey in Q3 2015 and has held it in 42 quarters since.
- Royal Bank of Canada's Houlihan Lokey position peaked at $297M in Q4 2025.
- 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.
Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.