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Houlihan Lokey Inc cl a shares owned by Sun Group Wealth Partners

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

Historical chart of Sun Group Wealth Partners investment in Houlihan Lokey Inc cl a

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All positions including Houlihan Lokey Inc cl a held by Sun Group Wealth Partners 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 Sun Group Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $268k 1.9k 143.62

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Top funds holding Houlihan Lokey Inc cl a

BlackRock
Vanguard Group
Vanguard Portfolio Management
Kayne Anderson Rudnick Investment Management
Vanguard Capital Management
Earnest Partners
Royal Bank of Canada
State Street Corporation
Morgan Stanley
Geode Capital Management
Capital Research Global Investors
Wellington Management Company
Bank Of Montreal
FMR
Mayflower Financial Advisors

View all funds holding Houlihan Lokey Inc cl a