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UMB Bank’s Houlihan Lokey HLI Stock Holding History

UMB Bank’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 		$137K Sell
1,025
-946
-48% -$140K ﹤0.01% 897
2026
Q1 		$283K Sell
1,971
-102
-5% -$16.8K ﹤0.01% 602
2025
Q4 		$361K Buy
2,073
+668
+48% +$123K ﹤0.01% 532
2025
Q3 		$288K Buy
1,405
+2
+0.1% +$392 ﹤0.01% 537
2025
Q2 		$252K Buy
1,403
+31
+2% +$5.21K ﹤0.01% 542
2025
Q1 		$222K Buy
1,372
+470
+52% +$80.7K ﹤0.01% 554
2024
Q4 		$157K Buy
902
+45
+5% +$7.92K ﹤0.01% 604
2024
Q3 		$135K Buy
857
+96
+13% +$14.3K ﹤0.01% 649
2024
Q2 		$103K Buy
761
+6
+0.8% +$785 ﹤0.01% 673
2024
Q1 		$96.8K Sell
755
-115
-13% -$14.2K ﹤0.01% 706
2023
Q4 		$104K Hold
870
– – ﹤0.01% 691
2023
Q3 		$93.2K Buy
870
+225
+35% +$23.2K ﹤0.01% 704
2023
Q2 		$63.4K Hold
645
– – ﹤0.01% 795
2023
Q1 		$56.4K Hold
645
– – ﹤0.01% 814
2022
Q4 		$56K Buy
645
+496
+333% +$44.6K ﹤0.01% 824
2022
Q3 		$11K Sell
149
-59
-28% -$4.78K ﹤0.01% 1278
2022
Q2 		$17K Hold
208
– – ﹤0.01% 1236
2022
Q1 		$18K Hold
208
– – ﹤0.01% 1285
2021
Q4 		$21K Buy
+208
New +$22.2K ﹤0.01% 1259

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

UMB Bank's HLI Position: Q2 2026 in Review

UMB Bank reduced its Houlihan Lokey (HLI) stake by 48% in Q2 2026, selling an estimated $140K and leaving 1,025 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

UMB Bank first reported a position in HLI in Q4 2021 and has held it in 19 quarters since. The position peaked at $361K in Q4 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • UMB Bank held 1,025 shares of Houlihan Lokey worth $137K as of Q2 2026.
  • UMB Bank sold 946 Houlihan Lokey shares in Q2 2026, an estimated $140K.
  • Houlihan Lokey made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #897 holding.
  • UMB Bank first reported a position in Houlihan Lokey in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Houlihan Lokey position peaked at $361K in Q4 2025.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.