Bell Asset Management Ltd Reduces Stake in Houlihan Lokey

Financial services firm decreases position in NYSE-listed investment bank

Published on Mar. 9, 2026

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According to a recent 13F filing, Bell Asset Management Ltd reduced its stake in Houlihan Lokey, Inc. (NYSE:HLI) by 37.4% during the third quarter. The firm now owns 19,185 shares of the financial services provider's stock, down from 30,668 shares previously.

Why it matters

This filing provides insight into the investment decisions of Bell Asset Management, a prominent institutional investor. Changes in large stakeholder positions can signal shifts in market sentiment or strategic priorities around a particular company.

The details

Bell Asset Management sold 11,483 shares of Houlihan Lokey during the third quarter, reducing its total position to 19,185 shares valued at $3.94 million as of the most recent 13F filing. Houlihan Lokey is a global investment bank and financial services firm headquartered in Los Angeles, California.

  • Bell Asset Management filed the 13F report disclosing the stake reduction on March 9, 2026.
  • The stake reduction occurred during the third quarter of the previous fiscal year.

The players

Bell Asset Management Ltd

An institutional investment management firm that has reduced its position in Houlihan Lokey, Inc.

Houlihan Lokey, Inc.

A global investment bank and financial services firm headquartered in Los Angeles, California.

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The takeaway

This filing indicates that Bell Asset Management has become less bullish on Houlihan Lokey, potentially signaling a shift in market sentiment around the financial services firm. However, without additional context, it's difficult to determine the specific reasons behind the stake reduction.