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Houlihan Lokey Inc cl a shares owned by Serenus Wealth Advisors

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

Historical chart of Serenus Wealth Advisors investment in Houlihan Lokey Inc cl a

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Quarterly reported holdings in Houlihan Lokey Inc cl a by Serenus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $331k 1.6k 205.32
2025-06-30 $290k 1.6k 179.95
2025-03-31 $260k 1.6k 161.50
2024-12-31 $280k 1.6k 173.66

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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