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Tower Research Capital (TRC)’s Houlihan Lokey HLI Stock Holding History

Tower Research Capital (TRC)’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
Q1 		$437K Sell
3,041
-126
-4% -$20.7K 0.01% 1006
2025
Q4 		$552K Buy
3,167
+1,786
+129% +$328K 0.01% 777
2025
Q3 		$284K Sell
1,381
-2,084
-60% -$409K 0.01% 1216
2025
Q2 		$624K Buy
3,465
+1,620
+88% +$272K 0.02% 810
2025
Q1 		$298K Sell
1,845
-703
-28% -$121K 0.01% 1147
2024
Q4 		$442K Sell
2,548
-372
-13% -$65.5K 0.01% 1155
2024
Q3 		$461K Sell
2,920
-1,709
-37% -$255K 0.01% 926
2024
Q2 		$624K Buy
4,629
+2,594
+127% +$340K 0.01% 1147
2024
Q1 		$261K Sell
2,035
-6,411
-76% -$793K 0.01% 1242
2023
Q4 		$1.01M Buy
8,446
+107
+1% +$11.6K 0.01% 850
2023
Q3 		$893K Buy
8,339
+3,743
+81% +$386K 0.03% 584
2023
Q2 		$452K Buy
4,596
+2,562
+126% +$232K 0.02% 1046
2023
Q1 		$178K Buy
2,034
+1,829
+892% +$172K 0.01% 1430
2022
Q4 		$18K Sell
205
-8,444
-98% -$759K ﹤0.01% 3214
2022
Q3 		$652K Buy
8,649
+6,729
+350% +$545K 0.01% 936
2022
Q2 		$152K Buy
1,920
+1,514
+373% +$127K ﹤0.01% 1981
2022
Q1 		$36K Sell
406
-170
-30% -$17.5K ﹤0.01% 2982
2021
Q4 		$60K Sell
576
-3,899
-87% -$416K ﹤0.01% 2622
2021
Q3 		$412K Buy
4,475
+789
+21% +$69.1K 0.01% 1137
2021
Q2 		$301K Sell
3,686
-1,593
-30% -$115K 0.01% 1603
2021
Q1 		$351K Buy
5,279
+3,078
+140% +$208K 0.01% 1533
2020
Q4 		$148K Sell
2,201
-19,903
-90% -$1.29M ﹤0.01% 1992
2020
Q3 		$1.3M Buy
22,104
+14,700
+199% +$842K 0.01% 727
2020
Q2 		$412K Buy
+7,404
New +$431K 0.02% 1189
2020
Q1 		– Sell
-1
Closed – – 3409
2019
Q4 		$0 Sell
1
-52
-98% -$2.45K ﹤0.01% 3863
2019
Q3 		$2K Sell
53
-597
-92% -$26.4K ﹤0.01% 3688
2019
Q2 		$29K Buy
+650
New +$30.4K ﹤0.01% 1927
2019
Q1 		– Sell
-100
Closed -$4K – 3990
2018
Q4 		$4K Sell
100
-933
-90% -$38K ﹤0.01% 3033
2018
Q3 		$46K Buy
+1,033
New +$50.1K ﹤0.01% 1803
2017
Q4 		– Sell
-1,404
Closed -$55K – 3718
2017
Q3 		$55K Sell
1,404
-2,896
-67% -$106K ﹤0.01% 1867
2017
Q2 		$150K Buy
4,300
+2,371
+123% +$80.5K 0.02% 391
2017
Q1 		$66K Buy
+1,929
New +$61.5K 0.01% 620
2016
Q3 		– Sell
-764
Closed -$17K – 3963
2016
Q2 		$17K Buy
+764
New +$18.4K ﹤0.01% 2376
2016
Q1 		– Sell
-100
Closed -$3K – 4468
2015
Q4 		$3K Sell
100
-5,900
-98% -$135K ﹤0.01% 3448
2015
Q3 		$131K Buy
+6,000
New +$131K 0.01% 437

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tower Research Capital (TRC)'s HLI Position: Q1 2026 in Review

Tower Research Capital (TRC) reduced its Houlihan Lokey (HLI) stake by 4% in Q1 2026, selling an estimated $20.7K and leaving 3,041 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #1006.

Tower Research Capital (TRC) first reported a position in HLI in Q3 2015 and has held it in 35 quarters since. The position peaked at $1.3M in Q3 2020. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Tower Research Capital (TRC) held 3,041 shares of Houlihan Lokey worth $437K as of Q1 2026.
  • Tower Research Capital (TRC) sold 126 Houlihan Lokey shares in Q1 2026, an estimated $20.7K.
  • Houlihan Lokey made up 0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #1006 holding.
  • Tower Research Capital (TRC) first reported a position in Houlihan Lokey in Q3 2015 and has held it in 35 quarters since.
  • Tower Research Capital (TRC)'s Houlihan Lokey position peaked at $1.3M in Q3 2020.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.