Mayflower Financial Advisors, LLC HLI — HOULIHAN LOKEY INC

Ownership history in Mayflower Financial Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Mayflower Financial Advisors, LLC reported HOULIHAN LOKEY INC (HLI) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.15% in 2025 Q4. The latest visible filing shows HLI at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HLI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mayflower Financial Advisors, LLC's position in HOULIHAN LOKEY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HLI was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HLI stock page Mayflower Financial Advisors, LLC fund profile Mayflower Financial Advisors, LLC full holdings
How Mayflower Financial Advisors, LLC held HLI — position size vs. price
% of Fund (quarterly)    HLI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 1,122,126 — 0% 0.10% $1.2M 2026-07-09 $136.44
2026 Q1 REDUCED — — — 1,122,126 -6 -0.0% 0.14% $1.2M 2026-04-23 $158.27
2025 Q4 ADDED — — — 1,122,132 +300 +0.0% 0.15% $1.2M 2026-01-13 $179.91
2025 Q3 INITIATED — — — 1,121,832 — — 0.15% $1.2M 2025-10-17 $188.85

🏢 Other funds also holding HLI

As of 2026 Q2 — sorted by position size

Franklin, Parlapiano, Turner & Welch, LLC 3Y 7Y 1.62% ATWOOD & PALMER INC 3Y 7Y 0.15% Wealthcare Capital Partners, LLC 0.13% Handelsbanken Fonder AB 3Y 7Y 0.08% First Bank & Trust 3Y 7Y 0.05% GAMMA Investing LLC 0.04% FULTON BANK, N.A. 3Y 7Y 0.02% Assenagon Asset Management S.A. 3Y 7Y 0.02% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.02% Versant Capital Management, Inc 3Y 7Y 0.01%

FAQ About Mayflower Financial Advisors, LLC and HLI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mayflower Financial Advisors, LLC reported owning HLI?

Mayflower Financial Advisors, LLC reported HLI across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported HLI position in Mayflower Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for HLI was 0.15% in 2025 Q4.

What is the latest reported HLI position on this page?

The most recent filing on this page is 2026 Q2, when Mayflower Financial Advisors, LLC reported 1,122,126 shares, equal to 0.10% of portfolio, with an estimated market value of $1.2M.

What does the chart on this HLI ownership page compare?

The chart compares Mayflower Financial Advisors, LLC's quarterly HLI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Mayflower Financial Advisors, LLC time their HLI position?

Based on 13F filing dates vs. subsequent HLI price moves, Mayflower Financial Advisors, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on HLI relative to SPY over the holding period was +2889.0%.

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