VNIM
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Vaughan Nelson Investment Management’s Houlihan Lokey HLI Stock Holding History

Vaughan Nelson Investment 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 		$69M Buy
514,374
+265,604
+107% +$39.2M 0.61% 65
2026
Q1 		$35.7M Buy
+248,770
New +$40.9M 0.36% 105

Other funds holding HLI

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Vaughan Nelson Investment Management's HLI Position: Q2 2026 in Review

Vaughan Nelson Investment Management increased its Houlihan Lokey (HLI) stake by 107% in Q2 2026, buying an estimated $39.2M and bringing the position to 514,374 shares worth $69M. The position accounts for 0.61% of the portfolio, ranked #65.

Vaughan Nelson Investment Management first reported a position in HLI in Q1 2026 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Vaughan Nelson Investment Management held 514,374 shares of Houlihan Lokey worth $69M as of Q2 2026.
  • Vaughan Nelson Investment Management bought 265,604 Houlihan Lokey shares in Q2 2026, an estimated $39.2M.
  • Houlihan Lokey made up 0.61% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #65 holding.
  • Vaughan Nelson Investment Management first reported a position in Houlihan Lokey in Q1 2026 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.