SCM
HLI icon

Sterling Capital Management’s Houlihan Lokey HLI Stock Holding History

Sterling Capital Management’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 		$220K Buy
1,640
+370
+29% +$54.6K ﹤0.01% 1202
2026
Q1 		$182K Sell
1,270
-858
-40% -$141K ﹤0.01% 1212
2025
Q4 		$371K Buy
2,128
+28
+1% +$5.14K 0.01% 1087
2025
Q3 		$431K Sell
2,100
-158
-7% -$31K 0.01% 1013
2025
Q2 		$406K Sell
2,258
-420
-16% -$70.6K 0.01% 1017
2025
Q1 		$432K Sell
2,678
-221
-8% -$38K 0.01% 910
2024
Q4 		$503K Buy
2,899
+1,033
+55% +$182K 0.01% 904
2024
Q3 		$295K Buy
+1,866
New +$279K ﹤0.01% 1143

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

Sterling Capital Management's HLI Position: Q2 2026 in Review

Sterling Capital Management increased its Houlihan Lokey (HLI) stake by 29% in Q2 2026, buying an estimated $54.6K and bringing the position to 1,640 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Sterling Capital Management first reported a position in HLI in Q3 2024 and has held it in 8 quarters since. The position peaked at $503K in Q4 2024. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Sterling Capital Management held 1,640 shares of Houlihan Lokey worth $220K as of Q2 2026.
  • Sterling Capital Management bought 370 Houlihan Lokey shares in Q2 2026, an estimated $54.6K.
  • Houlihan Lokey made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #1202 holding.
  • Sterling Capital Management first reported a position in Houlihan Lokey in Q3 2024 and has held it in 8 quarters since.
  • Sterling Capital Management's Houlihan Lokey position peaked at $503K in Q4 2024.
  • 515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.