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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
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 $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

Utah Retirement Systems's HLI Position: Q1 2026 in Review

Utah Retirement Systems held its Houlihan Lokey (HLI) position steady in Q1 2026 at 2,859 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Utah Retirement Systems first reported a position in HLI in Q2 2023 and has held it in 12 quarters since. The position peaked at $587K in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Utah Retirement Systems held 2,859 shares of Houlihan Lokey worth $411K as of Q1 2026.
  • Utah Retirement Systems left its Houlihan Lokey share count unchanged in Q1 2026.
  • Houlihan Lokey made up ﹤0.01% of Utah Retirement Systems's portfolio in Q1 2026, its #767 holding.
  • Utah Retirement Systems first reported a position in Houlihan Lokey in Q2 2023 and has held it in 12 quarters since.
  • Utah Retirement Systems's Houlihan Lokey position peaked at $587K in Q3 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Utah Retirement Systems's 13F filing for Q1 2026, filed 15 May 2026.