Optimize Financial »

Houlihan Lokey Inc cl a shares owned by Optimize Financial

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

Historical chart of Optimize Financial 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 Optimize Financial 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 Optimize Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $470k 2.3k 205.32

More positions owned by Optimize Financial

Proficient Auto Logistics In (PAL)
Warner Bros Discovery Inc Series A Cl A (WBD)
Applovin Corp Com Cl A Cl A (APP)
Micron Technology (MU)
Applied Materials (AMAT)
KLA-Tencor Corporation (KLAC)
MKS Instruments (MKSI)
Semtech Corporation (SMTC)
Sinclair Broadcast Group Inc Cl A Cl A (SBGI)
Wix (WIX)
Altice Usa Inc A Cl A (ATUS)
Liberty Broadband C CL C (LBRDK)
International Business Machines (IBM)
Dell Technologies Inc Cl C CL C (DELL)
NVIDIA Corporation (NVDA)

View all positions for Optimize Financial

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