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Studio Investment Management’s Houlihan Lokey HLI Stock Holding History

Studio Investment 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 		$503K Sell
3,750
-11
-0.3% -$1.62K 0.09% 128
2026
Q1 		$540K Buy
3,761
+47
+1% +$7.73K 0.1% 117
2025
Q4 		$647K Sell
3,714
-50
-1% -$9.18K 0.12% 108
2025
Q3 		$773K Sell
3,764
-146
-4% -$28.6K 0.15% 98
2025
Q2 		$704K Sell
3,910
-35
-0.9% -$5.88K 0.14% 96
2025
Q1 		$637K Sell
3,945
-473
-11% -$81.2K 0.13% 103
2024
Q4 		$767K Sell
4,418
-126
-3% -$22.2K 0.16% 86
2024
Q3 		$718K Sell
4,544
-155
-3% -$23.2K 0.15% 91
2024
Q2 		$634K Sell
4,699
-3
-0.1% -$393 0.14% 91
2024
Q1 		$603K Buy
4,702
+354
+8% +$43.8K 0.14% 94
2023
Q4 		$521K Sell
4,348
-818
-16% -$88.7K 0.13% 94
2023
Q3 		$553K Sell
5,166
-194
-4% -$20K 0.15% 75
2023
Q2 		$527K Buy
5,360
+391
+8% +$35.4K 0.15% 76
2023
Q1 		$435K Buy
+4,969
New +$468K 0.13% 84

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

Studio Investment Management's HLI Position: Q2 2026 in Review

Studio Investment Management reduced its Houlihan Lokey (HLI) stake by 0.29% in Q2 2026, selling an estimated $1.62K and leaving 3,750 shares worth $503K. The position accounts for 0.09% of the portfolio, ranked #128.

Studio Investment Management first reported a position in HLI in Q1 2023 and has held it in 14 quarters since. The position peaked at $773K in Q3 2025. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Studio Investment Management held 3,750 shares of Houlihan Lokey worth $503K as of Q2 2026.
  • Studio Investment Management sold 11 Houlihan Lokey shares in Q2 2026, an estimated $1.62K.
  • Houlihan Lokey made up 0.09% of Studio Investment Management's portfolio in Q2 2026, its #128 holding.
  • Studio Investment Management first reported a position in Houlihan Lokey in Q1 2023 and has held it in 14 quarters since.
  • Studio Investment Management's Houlihan Lokey position peaked at $773K in Q3 2025.
  • 515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.