Houlihan Lokey, Inc.
HLI- 交易所
- NYSE
- 產業
- Investment Advice
- SEC CIK
- 0001302215
近 90 天，Houlihan Lokey, Inc. 內部人申報 1 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 520 家機構在 13F 申報持有，市值合計 $74.2 億；沒有大師持有。
2026 年第 2 季 13F 持有人
Houlihan Lokey, Inc. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 520
- 較 2026 年第 1 季 −21 家
- 持有股數
- 5,639 萬
- 較 2026 年第 1 季 +117.9 萬 (+2.1%)
- 總市值
- $74.2 億
- 較 2026 年第 1 季 −$3.55 億 (−4.6%)
- 新進機構
- 54
- 另有 177 家加碼
- 清倉機構
- 75
- 另有 207 家減碼
另有 6 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 HLI 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 520 | $74.2 億 |
| 2026 年第 1 季 | 547 | $77.8 億 |
| 2025 年第 4 季 | 579 | $93.5 億 |
| 2025 年第 3 季 | 553 | $109.3 億 |
| 2025 年第 2 季 | 549 | $99.6 億 |
| 2025 年第 1 季 | 525 | $86.0 億 |
| 2024 年第 4 季 | 506 | $92.9 億 |
| 2024 年第 3 季 | 452 | $83.8 億 |
| 2024 年第 2 季 | 416 | $72.1 億 |
| 2024 年第 1 季 | 399 | $70.1 億 |
| 2023 年第 4 季 | 393 | $66.2 億 |
| 2023 年第 3 季 | 338 | $53.9 億 |
| 2023 年第 2 季 | 331 | $49.2 億 |
| 2023 年第 1 季 | 330 | $44.8 億 |
| 2022 年第 4 季 | 335 | $43.5 億 |
| 2022 年第 3 季 | 323 | $37.1 億 |
| 2022 年第 2 季 | 324 | $38.6 億 |
| 2022 年第 1 季 | 343 | $44.2 億 |
| 2021 年第 4 季 | 344 | $52.2 億 |
| 2021 年第 3 季 | 308 | $47.8 億 |
| 2021 年第 2 季 | 302 | $43.1 億 |
| 2021 年第 1 季 | 276 | $34.7 億 |
2026 年第 2 季持有機構
每家機構持有 Houlihan Lokey, Inc. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,240,406 | $7.03 億 | 0.01% | −40,394−0.8% | 減碼 |
| Vanguard Portfolio Management LLC | 2,774,115 | $3.72 億 | 0.02% | −4,295−0.2% | 減碼 |
| Vanguard Capital Management LLC | 2,439,724 | $3.27 億 | 0.01% | +20,392+0.8% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,426,619 | $3.25 億 | 1.01% | −215,527−8.2% | 減碼 |
| Earnest Partners LLC | 2,172,720 | $2.91 億 | 1.05% | −56,264−2.5% | 減碼 |
| Royal Bank of Canada | 1,992,096 | $2.67 億 | 0.05% | +240,601+13.7% | 加碼 |
| State Street Corp | 1,749,472 | $2.35 億 | 0.01% | +55,776+3.3% | 加碼 |
| Morgan Stanley | 1,690,245 | $2.27 億 | 0.01% | +98,236+6.2% | 加碼 |
| Geode Capital Management, LLC | 1,383,912 | $1.86 億 | 0.01% | +32,703+2.4% | 加碼 |
| Bank of Montreal | 1,300,687 | $1.74 億 | 0.06% | +151,088+13.1% | 加碼 |
| Citadel Advisors LLC | 1,227,541 | $1.65 億 | 0.09% | +739,389+151.5% | 加碼 |
| Neuberger Berman Group LLC | 992,787 | $1.33 億 | 0.09% | +381,844+62.5% | 加碼 |
| Fiduciary Management Inc | 938,411 | $1.26 億 | 1.79% | +134,839+16.8% | 加碼 |
| Wellington Management Group LLP | 929,760 | $1.25 億 | 0.02% | −431,650−31.7% | 減碼 |
| Bank of America Corp | 890,616 | $1.19 億 | 0.01% | −60,256−6.3% | 減碼 |
| Bamco Inc | 869,544 | $1.17 億 | 0.18% | −191,859−18.1% | 減碼 |
| Goldman Sachs Group Inc | 825,406 | $1.11 億 | 0.01% | +201,690+32.3% | 加碼 |
| Qube Research & Technologies Ltd | 705,487 | $9,463 萬 | 0.11% | +450,323+176.5% | 加碼 |
| Dimensional Fund Advisors LP | 692,896 | $9,294 萬 | 0.02% | +76,377+12.4% | 加碼 |
| FMR LLC | 690,813 | $9,266 萬 | 0.00% | −165,211−19.3% | 減碼 |
| Norges Bank | 656,486 | $8,805 萬 | 0.01% | +656,486 | 新進 |
| SEI Investments Co | 654,087 | $8,773 萬 | 0.08% | −35,445−5.1% | 減碼 |
| Clearbridge Investments, LLC | 635,294 | $8,521 萬 | 0.07% | +10,066+1.6% | 加碼 |
| LPL Financial LLC | 620,282 | $8,320 萬 | 0.02% | +539,256+665.5% | 加碼 |
| Invesco Ltd. | 561,266 | $7,528 萬 | 0.01% | +86,492+18.2% | 加碼 |
| Capital Research Global Investors | 526,868 | $7,067 萬 | 0.01% | −787,806−59.9% | 減碼 |
| Northern Trust Corp | 521,880 | $7,000 萬 | 0.01% | −4,802−0.9% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 514,374 | $6,899 萬 | 0.61% | +265,604+106.8% | 加碼 |
| AQR Capital Management LLC | 486,239 | $6,522 萬 | 0.02% | +86,897+21.8% | 加碼 |
| Westfield Capital Management Co LP | 463,415 | $6,216 萬 | 0.20% | −80,196−14.8% | 減碼 |
| Charles Schwab Investment Management Inc | 458,942 | $6,156 萬 | 0.01% | +6,331+1.4% | 加碼 |
| Van Berkom & Associates Inc. | 436,412 | $5,854 萬 | 1.89% | −375,544−46.3% | 減碼 |
| Nordea Investment Management AB | 430,600 | $5,781 萬 | 0.05% | +379,579+744.0% | 加碼 |
| Raymond James Financial Inc | 417,511 | $5,600 萬 | 0.02% | −284,076−40.5% | 減碼 |
| Bank of New York Mellon Corp | 406,981 | $5,459 萬 | 0.01% | −13,665−3.2% | 減碼 |
| Capital International Investors | 406,531 | $5,453 萬 | 0.01% | +293,572+259.9% | 加碼 |
| Natixis Advisors, L.P. | 383,961 | $5,150 萬 | 0.06% | +36,215+10.4% | 加碼 |
| Jennison Associates LLC | 382,195 | $5,126 萬 | 0.03% | −86,362−18.4% | 減碼 |
| Millennium Management LLC | 375,874 | $5,042 萬 | 0.03% | +223,925+147.4% | 加碼 |
| GW&K Investment Management, LLC | 349,700 | $4,691 萬 | 0.37% | −4,395−1.2% | 減碼 |
| Thrivent Financial for Lutherans | 345,248 | $4,631 萬 | 0.08% | −4,508−1.3% | 減碼 |
| Vanguard Fiduciary Trust Co | 343,231 | $4,604 萬 | 0.01% | +2,838+0.8% | 加碼 |
| UBS Group AG | 321,436 | $4,311 萬 | 0.01% | −37,669−10.5% | 減碼 |
| Wells Fargo & Company | 314,566 | $4,219 萬 | 0.01% | −31,801−9.2% | 減碼 |
| Jones Financial Companies LLLP | 290,735 | $4,028 萬 | 0.02% | −6,743−2.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 290,765 | $3,900 萬 | 0.02% | +152,248+109.9% | 加碼 |
| Envestnet Asset Management Inc | 288,794 | $3,874 萬 | 0.01% | −40,647−12.3% | 減碼 |
| Tudor Investment Corp Et Al | 263,803 | $3,538 萬 | 0.15% | +31,088+13.4% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 261,511 | $3,508 萬 | 1.69% | +3,819+1.5% | 加碼 |
| Schroder Investment Management Group | 263,456 | $3,502 萬 | 0.02% | +5,226+2.0% | 加碼 |
| Voloridge Investment Management, LLC | 259,909 | $3,486 萬 | 0.15% | +186,112+252.2% | 加碼 |
| Assenagon Asset Management S.A. | 252,952 | $3,393 萬 | 0.02% | +135,347+115.1% | 加碼 |
| Ariel Investments, LLC | 244,520 | $3,280 萬 | 0.33% | +244,520 | 新進 |
| Eventide Asset Management, LLC | 239,140 | $3,204 萬 | 0.43% | +3,004+1.3% | 加碼 |
| Handelsbanken Fonder AB | 219,632 | $2,946 萬 | 0.08% | −40,926−15.7% | 減碼 |
| Ancora Advisors, LLC | 214,346 | $2,875 萬 | 0.56% | −9,011−4.0% | 減碼 |
| Champlain Investment Partners, LLC | 209,983 | $2,817 萬 | 0.72% | −507,741−70.7% | 減碼 |
| Fiera Capital Corp | 206,982 | $2,776 萬 | 0.10% | −154,627−42.8% | 減碼 |
| Franklin Resources Inc | 206,485 | $2,770 萬 | 0.01% | +11,510+5.9% | 加碼 |
| Barlow Wealth Partners, Inc. | 205,696 | $2,763 萬 | 2.98% | +537+0.3% | 加碼 |
| Barclays PLC | 200,535 | $2,690 萬 | 0.01% | +100,619+100.7% | 加碼 |
| HighTower Advisors, LLC | 189,028 | $2,535 萬 | 0.02% | −3,986−2.1% | 減碼 |
| UBS Asset Management Americas Inc | 187,563 | $2,516 萬 | 0.00% | +12,700+7.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 186,627 | $2,503 萬 | 0.01% | +29,705+18.9% | 加碼 |
| Alyeska Investment Group, L.P. | 171,137 | $2,295 萬 | 0.06% | +160,331+1,483.7% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 169,929 | $2,279 萬 | 0.05% | +32,685+23.8% | 加碼 |
| Fenimore Asset Management Inc | 167,898 | $2,252 萬 | 0.47% | +29,432+21.3% | 加碼 |
| Segall Bryant & Hamill, LLC | 167,184 | $2,242 萬 | 0.27% | +46,926+39.0% | 加碼 |
| HRT Financial LP | 166,495 | $2,233 萬 | 0.04% | +152,840+1,119.3% | 加碼 |
| Argent Capital Management LLC | 164,129 | $2,201 萬 | 0.70% | −38,293−18.9% | 減碼 |
| Nuveen, LLC | 163,937 | $2,199 萬 | 0.01% | +46,740+39.9% | 加碼 |
| Rhumbline Advisers | 152,433 | $2,045 萬 | 0.02% | −4,415−2.8% | 減碼 |
| JPMorgan Chase & Co | 148,128 | $2,002 萬 | 0.00% | −10,336−6.5% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 132,289 | $1,774 萬 | 0.03% | −139,771−51.4% | 減碼 |
| Walleye Capital LLC | 125,338 | $1,681 萬 | 0.08% | +122,550+4,395.6% | 加碼 |
| Principal Financial Group Inc | 123,130 | $1,652 萬 | 0.01% | +1,397+1.1% | 加碼 |
| GHP Investment Advisors, Inc. | 119,657 | $1,605 萬 | 0.59% | +860+0.7% | 加碼 |
| Brown Advisory Inc | 118,776 | $1,593 萬 | 0.02% | −3,387−2.8% | 減碼 |
| Flputnam Investment Management Co | 109,973 | $1,475 萬 | 0.18% | −63,559−36.6% | 減碼 |
| Swiss National Bank | 109,336 | $1,467 萬 | 0.01% | +1,500+1.4% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 96,879 | $1,299 萬 | 0.01% | +7,780+8.7% | 加碼 |
| Ameriprise Financial Inc | 94,646 | $1,269 萬 | 0.00% | −10,531−10.0% | 減碼 |
| New York State Common Retirement Fund | 92,125 | $1,236 萬 | 0.02% | +1,500+1.7% | 加碼 |
| Alps Advisors Inc | 91,702 | $1,230 萬 | 0.06% | +2,378+2.7% | 加碼 |
| California Public Employees Retirement System | 87,413 | $1,172 萬 | 0.01% | −19,961−18.6% | 減碼 |
| Two Sigma Investments, LP | 85,383 | $1,145 萬 | 0.01% | −20,899−19.7% | 減碼 |
| Montanaro Asset Management Ltd | 82,934 | $1,112 萬 | 3.51% | −15,316−15.6% | 減碼 |
| Whittier Trust Co | 77,994 | $1,111 萬 | 0.11% | −228−0.3% | 減碼 |
| ExodusPoint Capital Management, LP | 80,822 | $1,084 萬 | 0.10% | −1,752−2.1% | 減碼 |
| MUFG Securities EMEA plc | 79,700 | $1,069 萬 | 0.11% | +79,700 | 新進 |
| Squarepoint Ops LLC | 78,512 | $1,053 萬 | 0.02% | +61,321+356.7% | 加碼 |
| Renaissance Technologies LLC | 76,000 | $1,019 萬 | 0.01% | +76,000 | 新進 |
| Alliancebernstein L.P. | 69,903 | $1,004 萬 | 0.00% | +75+0.1% | 加碼 |
| Legal & General Group Plc | 73,667 | $988.1 萬 | 0.00% | −2,504−3.3% | 減碼 |
| Prana Capital Management, LP | 71,882 | $964.2 萬 | 0.29% | +71,882 | 新進 |
| Jain Global LLC | 71,415 | $957.9 萬 | 0.11% | −19,168−21.2% | 減碼 |
| Russell Investments Group, Ltd. | 69,161 | $927.6 萬 | 0.01% | +6,342+10.1% | 加碼 |
| Crawford Fund Management, LLC | 68,431 | $917.9 萬 | 2.82% | +17,900+35.4% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 68,030 | $912.5 萬 | 0.01% | −72,020−51.4% | 減碼 |
| Interval Partners, LP | 67,227 | $901.7 萬 | 0.29% | −102,781−60.5% | 減碼 |