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SJS Investment Consulting’s Houlihan Lokey HLI Stock Holding History

SJS Investment Consulting’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 		$20.5K Buy
153
+145
+1,813% +$21.4K ﹤0.01% 789
2026
Q1 		$1.15K Sell
8
-4
-33% -$658 ﹤0.01% 1419
2025
Q4 		$2.09K Buy
12
+6
+100% +$1.1K ﹤0.01% 1140
2025
Q3 		$1.23K Hold
6
– – ﹤0.01% 945
2025
Q2 		$1.08K Sell
6
-4
-40% -$672 ﹤0.01% 797
2025
Q1 		$1.61K Hold
10
– – ﹤0.01% 810
2024
Q4 		$1.74K Sell
10
-2
-17% -$352 ﹤0.01% 771
2024
Q3 		$1.9K Hold
12
– – ﹤0.01% 822
2024
Q2 		$1.62K Hold
12
– – ﹤0.01% 825
2024
Q1 		$1.54K Buy
12
+2
+20% +$247 ﹤0.01% 874
2023
Q4 		$1.2K Sell
10
-2
-17% -$217 ﹤0.01% 874
2023
Q3 		$1.29K Buy
12
+4
+50% +$412 ﹤0.01% 819
2023
Q2 		$787 Sell
8
-6
-43% -$543 ﹤0.01% 992
2023
Q1 		$1.23K Buy
14
+1
+8% +$94 ﹤0.01% 803
2022
Q4 		$1.13K Buy
13
+7
+117% +$629 ﹤0.01% 885
2022
Q3 		$0 Buy
+6
New +$486 ﹤0.01% 1247
2022
Q1 		$0 Buy
+2
New +$206 ﹤0.01% 976

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.08B AUM 14.48% 1-Year Est. Return

SJS Investment Consulting's HLI Position: Q2 2026 in Review

SJS Investment Consulting increased its Houlihan Lokey (HLI) stake by 1,813% in Q2 2026, buying an estimated $21.4K and bringing the position to 153 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

SJS Investment Consulting first reported a position in HLI in Q1 2022 and has held it in 17 quarters since. 262 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • SJS Investment Consulting held 153 shares of Houlihan Lokey worth $20.5K as of Q2 2026.
  • SJS Investment Consulting bought 145 Houlihan Lokey shares in Q2 2026, an estimated $21.4K.
  • Houlihan Lokey made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #789 holding.
  • SJS Investment Consulting first reported a position in Houlihan Lokey in Q1 2022 and has held it in 17 quarters since.
  • 262 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.