SG Americas Securities’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
$3.22M Sell
22,446
-25,448
-53% -$4.19M ﹤0.01% 1202
2025
Q4
$8.34M Buy
47,894
+44,034
+1,141% +$8.08M 0.01% 854
2025
Q3
$793K Sell
3,860
-28,091
-88% -$5.51M ﹤0.01% 1688
2025
Q2
$5.75M Buy
31,951
+30,630
+2,319% +$5.15M 0.02% 432
2025
Q1
$213K Sell
1,321
-16,760
-93% -$2.88M ﹤0.01% 2488
2024
Q4
$3.14M Buy
18,081
+16,633
+1,149% +$2.93M 0.01% 455
2024
Q3
$229K Sell
1,448
-12,228
-89% -$1.83M ﹤0.01% 2388
2024
Q2
$1.84M Buy
+13,676
New +$1.79M 0.01% 1000
2024
Q1
Sell
-8,089
Closed -$970K 3168
2023
Q4
$970K Buy
8,089
+7,032
+665% +$762K 0.01% 1042
2023
Q3
$113K Sell
1,057
-676
-39% -$69.7K ﹤0.01% 2708
2023
Q2
$170K Buy
1,733
+113
+7% +$10.2K ﹤0.01% 1859
2023
Q1
$142K Sell
1,620
-1,241
-43% -$117K ﹤0.01% 2679
2022
Q4
$249K Sell
2,861
-4,681
-62% -$421K ﹤0.01% 2051
2022
Q3
$569K Sell
7,542
-3,652
-33% -$296K 0.01% 1435
2022
Q2
$884K Buy
11,194
+5,376
+92% +$450K 0.01% 1409
2022
Q1
$511K Sell
5,818
-11,400
-66% -$1.17M ﹤0.01% 1873
2021
Q4
$1.78M Sell
17,218
-11,831
-41% -$1.26M 0.01% 1181
2021
Q3
$2.67M Buy
29,049
+20,669
+247% +$1.81M 0.01% 1022
2021
Q2
$685K Sell
8,380
-2,121
-20% -$154K ﹤0.01% 1786
2021
Q1
$698K Buy
10,501
+7,063
+205% +$477K ﹤0.01% 1775
2020
Q4
$231K Buy
+3,438
New +$223K ﹤0.01% 2548
2020
Q3
Sell
-3,208
Closed -$178K 3020
2020
Q2
$178K Sell
3,208
-8,292
-72% -$483K ﹤0.01% 2952
2020
Q1
$599K Buy
11,500
+7,384
+179% +$383K 0.01% 1694
2019
Q4
$201K Buy
+4,116
New +$194K ﹤0.01% 2470
2019
Q3
Sell
-2,528
Closed -$113K 3091
2019
Q2
$113K Sell
2,528
-225
-8% -$10.5K ﹤0.01% 2742
2019
Q1
$126K Buy
+2,753
New +$121K ﹤0.01% 2898
2018
Q2
Sell
-2,443
Closed -$109K 3411
2018
Q1
$109K Buy
+2,443
New +$116K ﹤0.01% 2892
2017
Q4
Sell
-2,943
Closed -$115K 3380
2017
Q3
$115K Sell
2,943
-61
-2% -$2.23K ﹤0.01% 3096
2017
Q2
$105K Buy
+3,004
New +$102K ﹤0.01% 2887

Other funds holding HLI

SG Americas Securities's HLI Position: Q1 2026 in Review

SG Americas Securities reduced its Houlihan Lokey (HLI) stake by 53% in Q1 2026, selling an estimated $4.19M and leaving 22,446 shares worth $3.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

SG Americas Securities first reported a position in HLI in Q2 2017 and has held it in 29 quarters since. The position peaked at $8.34M in Q4 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • SG Americas Securities held 22,446 shares of Houlihan Lokey worth $3.22M as of Q1 2026.
  • SG Americas Securities sold 25,448 Houlihan Lokey shares in Q1 2026, an estimated $4.19M.
  • Houlihan Lokey made up ﹤0.01% of SG Americas Securities's portfolio in Q1 2026, its #1202 holding.
  • SG Americas Securities first reported a position in Houlihan Lokey in Q2 2017 and has held it in 29 quarters since.
  • SG Americas Securities's Houlihan Lokey position peaked at $8.34M in Q4 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.