State of Wisconsin Investment Board
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State of Wisconsin Investment Board’s Houlihan Lokey HLI Stock Holding History

State of Wisconsin Investment Board’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 		$3.05M Buy
22,727
+6,805
+43% +$1M 0.01% 1323
2026
Q1 		$2.29M Buy
15,922
+5,496
+53% +$904K 0.01% 1356
2025
Q4 		$1.82M Buy
10,426
+5,320
+104% +$977K ﹤0.01% 1450
2025
Q3 		$1.05M Sell
5,106
-23
-0.4% -$4.51K ﹤0.01% 1601
2025
Q2 		$923K Sell
5,129
-347
-6% -$58.3K ﹤0.01% 1610
2025
Q1 		$884K Buy
5,476
+452
+9% +$77.6K ﹤0.01% 1528
2024
Q4 		$872K Buy
5,024
+656
+15% +$116K ﹤0.01% 1584
2024
Q3 		$690K Sell
4,368
-113
-3% -$16.9K ﹤0.01% 1714
2024
Q2 		$604K Buy
4,481
+185
+4% +$24.2K ﹤0.01% 1731
2024
Q1 		$551K Sell
4,296
-578
-12% -$71.5K ﹤0.01% 1697
2023
Q4 		$584K Sell
4,874
-917
-16% -$99.4K ﹤0.01% 1634
2023
Q3 		$620K Buy
5,791
+1,791
+45% +$185K ﹤0.01% 1621
2023
Q2 		$393K Sell
4,000
-3,679
-48% -$333K ﹤0.01% 1900
2023
Q1 		$672K Buy
7,679
+1,488
+24% +$140K ﹤0.01% 1704
2022
Q4 		$540K Sell
6,191
-3,031
-33% -$272K ﹤0.01% 1867
2022
Q3 		$695K Sell
9,222
-3,397
-27% -$275K ﹤0.01% 1773
2022
Q2 		$996K Buy
+12,619
New +$1.06M ﹤0.01% 1634
2022
Q1 		– Sell
-2,800
Closed -$290K – 2351
2021
Q4 		$290K Buy
+2,800
New +$299K ﹤0.01% 1988
2021
Q2 		– Sell
-4,800
Closed -$319K – 2105
2021
Q1 		$319K Buy
4,800
+100
+2% +$6.75K ﹤0.01% 1836
2020
Q4 		$316K Sell
4,700
-900
-16% -$58.3K ﹤0.01% 1798
2020
Q3 		$331K Buy
+5,600
New +$321K ﹤0.01% 1677

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

State of Wisconsin Investment Board's HLI Position: Q2 2026 in Review

State of Wisconsin Investment Board increased its Houlihan Lokey (HLI) stake by 43% in Q2 2026, buying an estimated $1M and bringing the position to 22,727 shares worth $3.05M. The position accounts for 0.01% of the portfolio, ranked #1323.

State of Wisconsin Investment Board first reported a position in HLI in Q3 2020 and has held it in 21 quarters since. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • State of Wisconsin Investment Board held 22,727 shares of Houlihan Lokey worth $3.05M as of Q2 2026.
  • State of Wisconsin Investment Board bought 6,805 Houlihan Lokey shares in Q2 2026, an estimated $1M.
  • Houlihan Lokey made up 0.01% of State of Wisconsin Investment Board's portfolio in Q2 2026, its #1323 holding.
  • State of Wisconsin Investment Board first reported a position in Houlihan Lokey in Q3 2020 and has held it in 21 quarters since.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on State of Wisconsin Investment Board's 13F filing for Q2 2026, filed 14 Aug 2026.