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Utah Retirement Systems’s Houlihan Lokey HLI Stock Holding History

Utah Retirement Systems’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 		$383K Hold
2,859
– – ﹤0.01% 853
2026
Q1 		$411K Hold
2,859
– – ﹤0.01% 767
2025
Q4 		$498K Hold
2,859
– – ﹤0.01% 760
2025
Q3 		$587K Hold
2,859
– – 0.01% 726
2025
Q2 		$514K Buy
2,859
+59
+2% +$9.91K 0.01% 756
2025
Q1 		$452K Hold
2,800
– – 0.01% 747
2024
Q4 		$486K Hold
2,800
– – 0.01% 778
2024
Q3 		$442K Buy
2,800
+100
+4% +$14.9K 0.01% 789
2024
Q2 		$364K Sell
2,700
-100
-4% -$13.1K ﹤0.01% 840
2024
Q1 		$359K Hold
2,800
– – ﹤0.01% 827
2023
Q4 		$336K Hold
2,800
– – ﹤0.01% 851
2023
Q3 		$300K Buy
2,800
+100
+4% +$10.3K ﹤0.01% 850
2023
Q2 		$265K Buy
+2,700
New +$244K ﹤0.01% 911

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

Utah Retirement Systems's HLI Position: Q2 2026 in Review

Utah Retirement Systems held its Houlihan Lokey (HLI) position steady in Q2 2026 at 2,859 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Utah Retirement Systems first reported a position in HLI in Q2 2023 and has held it in 13 quarters since. The position peaked at $587K in Q3 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Utah Retirement Systems held 2,859 shares of Houlihan Lokey worth $383K as of Q2 2026.
  • Utah Retirement Systems left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Utah Retirement Systems's portfolio in Q2 2026, its #853 holding.
  • Utah Retirement Systems first reported a position in Houlihan Lokey in Q2 2023 and has held it in 13 quarters since.
  • Utah Retirement Systems's Houlihan Lokey position peaked at $587K in Q3 2025.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Utah Retirement Systems's 13F filing for Q2 2026, filed 14 Aug 2026.