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Segall Bryant & Hamill’s Houlihan Lokey HLI Stock Holding History

Segall Bryant & Hamill’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 		$22.4M Buy
167,184
+46,926
+39% +$6.92M 0.27% 128
2026
Q1 		$17.3M Buy
120,258
+32,276
+37% +$5.31M 0.25% 150
2025
Q4 		$15.3M Buy
87,982
+3,955
+5% +$726K 0.21% 172
2025
Q3 		$17.3M Buy
84,027
+2,070
+3% +$406K 0.23% 155
2025
Q2 		$14.7M Buy
81,957
+13,971
+21% +$2.35M 0.21% 163
2025
Q1 		$11M Sell
67,986
-1,921
-3% -$330K 0.17% 197
2024
Q4 		$12.1M Sell
69,907
-23,334
-25% -$4.11M 0.17% 193
2024
Q3 		$14.7M Sell
93,241
-31,278
-25% -$4.67M 0.2% 158
2024
Q2 		$16.8M Buy
124,519
+3,383
+3% +$443K 0.3% 112
2024
Q1 		$15.5M Sell
121,136
-1,735
-1% -$215K 0.29% 124
2023
Q4 		$14.7M Buy
122,871
+401
+0.3% +$43.5K 0.28% 131
2023
Q3 		$13.1M Sell
122,470
-695
-0.6% -$71.7K 0.15% 181
2023
Q2 		$12.1M Buy
123,165
+569
+0.5% +$51.5K 0.13% 205
2023
Q1 		$10.7M Buy
122,596
+1,530
+1% +$144K 0.12% 220
2022
Q4 		$10.6M Buy
121,066
+38,915
+47% +$3.5M 0.12% 212
2022
Q3 		$6.19M Buy
82,151
+1,625
+2% +$132K 0.07% 276
2022
Q2 		$6.36M Buy
80,526
+23,824
+42% +$1.99M 0.07% 276
2022
Q1 		$4.98M Buy
56,702
+143
+0.3% +$14.7K 0.05% 334
2021
Q4 		$5.86M Buy
56,559
+2,632
+5% +$281K 0.05% 304
2021
Q3 		$4.97M Buy
53,927
+1,437
+3% +$126K 0.05% 334
2021
Q2 		$4.29M Buy
52,490
+3,162
+6% +$229K 0.04% 354
2021
Q1 		$3.28M Sell
49,328
-829
-2% -$55.9K 0.03% 408
2020
Q4 		$3.37M Sell
50,157
-1,016
-2% -$65.9K 0.04% 355
2020
Q3 		$3.02M Buy
51,173
+26,203
+105% +$1.5M 0.04% 335
2020
Q2 		$1.39M Buy
+24,970
New +$1.45M 0.02% 385

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

Segall Bryant & Hamill's HLI Position: Q2 2026 in Review

Segall Bryant & Hamill increased its Houlihan Lokey (HLI) stake by 39% in Q2 2026, buying an estimated $6.92M and bringing the position to 167,184 shares worth $22.4M. The position accounts for 0.27% of the portfolio, ranked #128.

Segall Bryant & Hamill first reported a position in HLI in Q2 2020 and has held it in 25 quarters since. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Segall Bryant & Hamill held 167,184 shares of Houlihan Lokey worth $22.4M as of Q2 2026.
  • Segall Bryant & Hamill bought 46,926 Houlihan Lokey shares in Q2 2026, an estimated $6.92M.
  • Houlihan Lokey made up 0.27% of Segall Bryant & Hamill's portfolio in Q2 2026, its #128 holding.
  • Segall Bryant & Hamill first reported a position in Houlihan Lokey in Q2 2020 and has held it in 25 quarters since.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Segall Bryant & Hamill's 13F filing for Q2 2026, filed 12 Aug 2026.