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Houlihan Lokey Inc cl a shares owned by Legacy Wealth Asset Management

Quarter-by-quarter ownership of Houlihan Lokey Inc cl a (HLI) shares owned by Legacy Wealth Asset Management from 13F filings

Historical chart of Legacy Wealth Asset Management investment in Houlihan Lokey Inc cl a

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All positions including Houlihan Lokey Inc cl a held by Legacy Wealth Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Houlihan Lokey Inc cl a by Legacy Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $409k 2.0k 205.32
2025-06-30 $345k 1.9k 179.95
2025-03-31 $300k 1.9k 161.50

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View all positions for Legacy Wealth Asset Management

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