Vanguard Portfolio Management
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Vanguard Portfolio Management’s Houlihan Lokey HLI Stock Holding History

Vanguard Portfolio 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 		$372M Sell
2,774,115
-4,295
-0.2% -$634K 0.02% 859
2026
Q1 		$399M Buy
+2,778,410
New +$457M 0.02% 752

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Vanguard Portfolio Management's HLI Position: Q2 2026 in Review

Vanguard Portfolio Management reduced its Houlihan Lokey (HLI) stake by 0.15% in Q2 2026, selling an estimated $634K and leaving 2,774,115 shares worth $372M. The position accounts for 0.02% of the portfolio, ranked #859.

Vanguard Portfolio Management first reported a position in HLI in Q1 2026 and has held it in 2 quarters since. The position peaked at $399M in Q1 2026. 486 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Vanguard Portfolio Management held 2,774,115 shares of Houlihan Lokey worth $372M as of Q2 2026.
  • Vanguard Portfolio Management sold 4,295 Houlihan Lokey shares in Q2 2026, an estimated $634K.
  • Houlihan Lokey made up 0.02% of Vanguard Portfolio Management's portfolio in Q2 2026, its #859 holding.
  • Vanguard Portfolio Management first reported a position in Houlihan Lokey in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Portfolio Management's Houlihan Lokey position peaked at $399M in Q1 2026.
  • 486 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Vanguard Portfolio Management's 13F filing for Q2 2026, filed 13 Aug 2026.