Scott Marsh Financial’s Houlihan Lokey HLI Stock Holding History

Scott Marsh 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
2025 Q2	$1.07M	Buy	+5,973	New	+$1M	0.4%	79

Other funds holding HLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Scott Marsh Financial's HLI Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Houlihan Lokey (HLI) in Q2 2025: 5,973 shares worth $1.07M. The stake represents 0.4% of the portfolio and ranks #79 among its holdings.

547 funds tracked by Wall St. Rank hold HLI as of Q2 2025.

Scott Marsh Financial held 5,973 shares of Houlihan Lokey worth $1.07M as of Q2 2025.
Houlihan Lokey was a new Scott Marsh Financial position in Q2 2025.
Houlihan Lokey made up 0.4% of Scott Marsh Financial's portfolio in Q2 2025, its #79 holding.
547 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.