WFMPM
HLI icon

Woodley Farra Manion Portfolio Management’s Houlihan Lokey HLI Stock Holding History

Woodley Farra Manion 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
Q1 		$37M Buy
257,692
+229
+0.1% +$37.7K 1.8% 25
2025
Q4 		$44.8M Sell
257,463
-2,733
-1% -$502K 2.14% 21
2025
Q3 		$53.4M Sell
260,196
-18,639
-7% -$3.65M 2.52% 21
2025
Q2 		$50.2M Sell
278,835
-10,955
-4% -$1.84M 2.36% 21
2025
Q1 		$46.8M Sell
289,790
-4,355
-1% -$748K 2.33% 20
2024
Q4 		$51.1M Sell
294,145
-3,812
-1% -$671K 2.54% 18
2024
Q3 		$47.1M Sell
297,957
-1,760
-0.6% -$263K 2.37% 21
2024
Q2 		$40.4M Buy
299,717
+2,132
+0.7% +$279K 2.19% 22
2024
Q1 		$38.1M Sell
297,585
-2,101
-0.7% -$260K 2.1% 23
2023
Q4 		$35.9M Buy
299,686
+2,375
+0.8% +$257K 2.15% 24
2023
Q3 		$31.8M Buy
297,311
+2,692
+0.9% +$278K 2.12% 24
2023
Q2 		$29M Buy
294,619
+4,408
+2% +$399K 1.86% 26
2023
Q1 		$25.4M Buy
290,211
+5,759
+2% +$542K 1.73% 26
2022
Q4 		$24.8M Sell
284,452
-2,048
-0.7% -$184K 1.8% 26
2022
Q3 		$21.6M Buy
286,500
+2,823
+1% +$229K 1.75% 25
2022
Q2 		$22.4M Buy
283,677
+597
+0.2% +$49.9K 1.83% 24
2022
Q1 		$24.9M Sell
283,080
-2,457
-0.9% -$253K 1.85% 23
2021
Q4 		$29.6M Buy
285,537
+12,778
+5% +$1.36M 2.06% 22
2021
Q3 		$25.1M Sell
272,759
-24,584
-8% -$2.15M 2.08% 22
2021
Q2 		$24.3M Sell
297,343
-526
-0.2% -$38.1K 1.88% 23
2021
Q1 		$19.8M Buy
297,869
+8,475
+3% +$572K 1.66% 26
2020
Q4 		$19.5M Buy
289,394
+10,264
+4% +$665K 1.73% 24
2020
Q3 		$16.5M Sell
279,130
-15,290
-5% -$876K 1.72% 23
2020
Q2 		$16.4M Buy
+294,420
New +$17.2M 1.71% 23

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Woodley Farra Manion Portfolio Management's HLI Position: Q1 2026 in Review

Woodley Farra Manion Portfolio Management increased its Houlihan Lokey (HLI) stake by 0.09% in Q1 2026, buying an estimated $37.7K and bringing the position to 257,692 shares worth $37M. The position accounts for 1.8% of the portfolio, ranked #25.

Woodley Farra Manion Portfolio Management first reported a position in HLI in Q2 2020 and has held it in 24 quarters since. The position peaked at $53.4M in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Woodley Farra Manion Portfolio Management held 257,692 shares of Houlihan Lokey worth $37M as of Q1 2026.
  • Woodley Farra Manion Portfolio Management bought 229 Houlihan Lokey shares in Q1 2026, an estimated $37.7K.
  • Houlihan Lokey made up 1.8% of Woodley Farra Manion Portfolio Management's portfolio in Q1 2026, its #25 holding.
  • Woodley Farra Manion Portfolio Management first reported a position in Houlihan Lokey in Q2 2020 and has held it in 24 quarters since.
  • Woodley Farra Manion Portfolio Management's Houlihan Lokey position peaked at $53.4M in Q3 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q1 2026, filed 8 May 2026.