American Trust »

Houlihan Lokey Inc cl a shares owned by American Trust

Quarter-by-quarter ownership of Houlihan Lokey Inc cl a (HLI) shares owned by American Trust from 13F filings

Historical chart of American Trust investment in Houlihan Lokey Inc cl a

Tip: Access up to 7 years of quarterly data

All positions including Houlihan Lokey Inc cl a held by American Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Houlihan Lokey Inc cl a by American Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $345k 1.7k 205.32
2025-06-30 $346k 1.9k 179.95

More positions owned by American Trust

Vanguard S&p 500 Equities (VOO)
Vanguard Intermed Term Bond Etf Equities (BIV)
Jpmorgan Active Growth Etf Equities (JGRO)
Ishares Core Dividend Growth Equities (DGRO)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Vanguard Small Cap Etf Equities (VB)
Vanguard Growth Etf Equities (VUG)
Vanguard Mid Cap Index Etf Equities (VO)
Invesco Qqq Trust Equities (QQQ)
Vanguard Ftse Developed Markets Equities (VEA)
Jp Morgan Ultra Short Income Et Equities (JPST)
Jpmorgan Municipal Etf Equities (JMUB)
Microsoft Equities (MSFT)
Apple Equities (AAPL)
Jp Morgan Chase Equities (JPM)

View all positions for American Trust

Top funds holding Houlihan Lokey Inc cl a

BlackRock
Vanguard Group
Kayne Anderson Rudnick Investment Management
Earnest Partners
State Street Corporation
FMR
Wellington Management Company
Geode Capital Management
Burgundy Asset Management
Bamco
Mayflower Financial Advisors
Capital Research Global Investors
Raymond James Financial
Invesco
T. Rowe Price Investment Management

View all funds holding Houlihan Lokey Inc cl a