William Blair & Company
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William Blair & Company’s Houlihan Lokey HLI Stock Holding History

William Blair & Company’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 		– Sell
-1,260
Closed -$219K – 1967
2025
Q4 		$219K Buy
1,260
+37
+3% +$6.79K ﹤0.01% 1428
2025
Q3 		$251K Buy
+1,223
New +$240K ﹤0.01% 1374
2023
Q4 		– Sell
-2,711
Closed -$290K – 1812
2023
Q3 		$290K Buy
+2,711
New +$280K ﹤0.01% 1247
2021
Q3 		– Sell
-5,904
Closed -$483K – 1904
2021
Q2 		$483K Sell
5,904
-357
-6% -$25.8K ﹤0.01% 1152
2021
Q1 		$416K Buy
6,261
+2,356
+60% +$159K ﹤0.01% 1200
2020
Q4 		$263K Buy
3,905
+30
+0.8% +$1.95K ﹤0.01% 1324
2020
Q3 		$229K Buy
+3,875
New +$222K ﹤0.01% 1247
2019
Q4 		– Sell
-6,353
Closed -$287K – 1763
2019
Q3 		$287K Sell
6,353
-1,663
-21% -$73.6K ﹤0.01% 1135
2019
Q2 		$357K Sell
8,016
-630
-7% -$29.4K ﹤0.01% 1095
2019
Q1 		$396K Buy
8,646
+1,137
+15% +$50.2K ﹤0.01% 1038
2018
Q4 		$276K Sell
7,509
-188
-2% -$7.66K ﹤0.01% 1111
2018
Q3 		$346K Buy
7,697
+233
+3% +$11.3K ﹤0.01% 1077
2018
Q2 		$382K Buy
7,464
+1,264
+20% +$60.5K ﹤0.01% 1032
2018
Q1 		$277K Buy
+6,200
New +$293K ﹤0.01% 1097

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

William Blair & Company's HLI Position: Q1 2026 in Review

William Blair & Company sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 1,260 shares — an estimated $219K sold.

William Blair & Company first reported a position in HLI in Q1 2018 and held it in 14 quarters. The position peaked at $483K in Q2 2021. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • William Blair & Company reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • William Blair & Company sold 1,260 Houlihan Lokey shares in Q1 2026, an estimated $219K.
  • William Blair & Company first reported a position in Houlihan Lokey in Q1 2018 and held it in 14 quarters.
  • William Blair & Company's Houlihan Lokey position peaked at $483K in Q2 2021.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.