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 $74.0 億；沒有大師持有。
2021 年第 2 季 13F 持有人
Houlihan Lokey, Inc. 在 2021/6/30 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
- 302
- 較 2021 年第 1 季 +28 家
- 持有股數
- 5,265 萬
- 較 2021 年第 1 季 +50.0 萬 (+1.0%)
- 總市值
- $43.1 億
- 較 2021 年第 1 季 +$8.37 億 (+24.1%)
- 新進機構
- 55
- 另有 98 家加碼
- 清倉機構
- 27
- 另有 112 家減碼
另有 2 家機構在 2021 年第 1 季持有、還沒有申報 2021 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 | $74.0 億 |
| 2026 年第 1 季 | 547 | $77.2 億 |
| 2025 年第 4 季 | 579 | $93.0 億 |
| 2025 年第 3 季 | 553 | $108.8 億 |
| 2025 年第 2 季 | 549 | $99.3 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 | $83.6 億 |
| 2024 年第 2 季 | 416 | $71.9 億 |
| 2024 年第 1 季 | 399 | $68.1 億 |
| 2023 年第 4 季 | 393 | $64.5 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 | $44.0 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 | $52.1 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 |
2021 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,117,884 | $4.19 億 | 0.01% | +37,814+0.7% | 加碼 |
| BlackRock Inc. | 4,382,416 | $3.58 億 | 0.01% | −231,055−5.0% | 減碼 |
| Earnest Partners LLC | 3,702,102 | $3.03 億 | 1.78% | +43,928+1.2% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 3,535,031 | $2.89 億 | 0.71% | +412,298+13.2% | 加碼 |
| Burgundy Asset Management Ltd. | 1,583,648 | $1.30 億 | 1.26% | −16,952−1.1% | 減碼 |
| Fiduciary Management Inc | 1,580,505 | $1.29 億 | 0.95% | +292,994+22.8% | 加碼 |
| Van Berkom & Associates Inc. | 1,501,848 | $1.23 億 | 3.37% | −272,220−15.3% | 減碼 |
| Neuberger Berman Group LLC | 1,434,431 | $1.17 億 | 0.10% | −74,212−4.9% | 減碼 |
| Price T Rowe Associates Inc | 1,428,917 | $1.17 億 | 0.01% | +875+0.1% | 加碼 |
| Bank of America Corp | 1,401,388 | $1.15 億 | 0.01% | −26,278−1.8% | 減碼 |
| Alliancebernstein L.P. | 1,390,052 | $1.14 億 | 0.05% | +72,217+5.5% | 加碼 |
| Ameriprise Financial Inc | 1,345,773 | $1.10 億 | 0.03% | −17,645−1.3% | 減碼 |
| Bamco Inc | 1,302,376 | $1.07 億 | 0.24% | +2,394+0.2% | 加碼 |
| State Street Corp | 1,083,618 | $8,863 萬 | 0.00% | +33,349+3.2% | 加碼 |
| Northern Trust Corp | 870,373 | $7,119 萬 | 0.01% | −35,111−3.9% | 減碼 |
| Atlanta Capital Management Co L L C | 866,254 | $7,085 萬 | 0.24% | −19,147−2.2% | 減碼 |
| Geode Capital Management, LLC | 861,085 | $7,043 萬 | 0.01% | +27,017+3.2% | 加碼 |
| First Trust Advisors LP | 824,161 | $6,741 萬 | 0.07% | −149,304−15.3% | 減碼 |
| Wells Fargo & Company | 773,257 | $6,325 萬 | 0.01% | −142,812−15.6% | 減碼 |
| Schroder Investment Management Group | 762,062 | $6,233 萬 | 0.08% | −182,165−19.3% | 減碼 |
| Dimensional Fund Advisors LP | 749,788 | $6,132 萬 | 0.02% | −3,330−0.4% | 減碼 |
| Nordea Investment Management AB | 701,610 | $5,739 萬 | 0.08% | +122,366+21.1% | 加碼 |
| GW&K Investment Management, LLC | 666,122 | $5,448 萬 | 0.47% | +734+0.1% | 加碼 |
| Goldman Sachs Group Inc | 614,757 | $5,028 萬 | 0.01% | −19,774−3.1% | 減碼 |
| Franklin Resources Inc | 605,589 | $4,953 萬 | 0.02% | −10.0% | 減碼 |
| New York State Common Retirement Fund | 533,063 | $4,360 萬 | 0.05% | −5,457−1.0% | 減碼 |
| Royce & Associates LP | 523,135 | $4,279 萬 | 0.29% | −68,926−11.6% | 減碼 |
| Clearbridge Investments, LLC | 513,699 | $4,202 萬 | 0.03% | +129,369+33.7% | 加碼 |
| Jennison Associates LLC | 424,640 | $3,473 萬 | 0.02% | −21,511−4.8% | 減碼 |
| Charles Schwab Investment Management Inc | 419,960 | $3,435 萬 | 0.01% | +15,119+3.7% | 加碼 |
| Norges Bank | 413,735 | $3,384 萬 | 0.01% | −25,467−5.8% | 減碼 |
| Ariel Investments, LLC | 405,703 | $3,318 萬 | 0.31% | +7,266+1.8% | 加碼 |
| FMR LLC | 375,265 | $3,069 萬 | 0.00% | −80,512−17.7% | 減碼 |
| Bank of New York Mellon Corp | 335,792 | $2,747 萬 | 0.01% | +15,024+4.7% | 加碼 |
| Eagle Asset Management Inc | 302,102 | $2,471 萬 | 0.11% | +3,089+1.0% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 298,690 | $2,443 萬 | 0.80% | 00.0% | 不變 |
| Woodley Farra Manion Portfolio Management Inc | 297,343 | $2,432 萬 | 1.88% | −526−0.2% | 減碼 |
| Thrivent Financial for Lutherans | 293,771 | $2,403 萬 | 0.05% | +293,771 | 新進 |
| Natixis Advisors, L.P. | 282,468 | $2,310 萬 | 0.11% | +15,417+5.8% | 加碼 |
| UBS Group AG | 279,324 | $2,285 萬 | 0.01% | −22,199−7.4% | 減碼 |
| Ancora Advisors, LLC | 271,745 | $2,223 萬 | 0.58% | +5,965+2.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 249,834 | $2,043 萬 | 0.05% | −7,326−2.8% | 減碼 |
| Emerald Advisers, LLC | 242,880 | $1,987 萬 | 0.72% | −27,200−10.1% | 減碼 |
| Envestnet Asset Management Inc | 241,162 | $1,973 萬 | 0.01% | +23,915+11.0% | 加碼 |
| Renaissance Technologies LLC | 214,700 | $1,756 萬 | 0.02% | +124,700+138.6% | 加碼 |
| Eaton Vance Management | 198,238 | $1,621 萬 | 0.02% | +41,153+26.2% | 加碼 |
| Nuveen Asset Management, LLC | 182,411 | $1,492 萬 | 0.00% | −6,467−3.4% | 減碼 |
| Montanaro Asset Management Ltd | 181,300 | $1,483 萬 | 1.87% | +3,000+1.7% | 加碼 |
| Flputnam Investment Management Co | 178,289 | $1,458 萬 | 0.50% | +4,331+2.5% | 加碼 |
| Hilton Capital Management, LLC | 175,902 | $1,439 萬 | 1.52% | −240.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 172,602 | $1,412 萬 | 0.02% | +90,482+110.2% | 加碼 |
| Parametric Portfolio Associates LLC | 170,522 | $1,395 萬 | 0.01% | +6,210+3.8% | 加碼 |
| Pier Capital, LLC | 163,538 | $1,338 萬 | 1.34% | −22,302−12.0% | 減碼 |
| Morgan Stanley | 163,313 | $1,336 萬 | 0.00% | −4,842−2.9% | 減碼 |
| Millennium Management LLC | 144,674 | $1,183 萬 | 0.02% | +144,674 | 新進 |
| Polen Capital Management LLC | 134,682 | $1,102 萬 | 0.02% | +8,401+6.7% | 加碼 |
| M&G Investment Management Ltd | 128,913 | $1,057 萬 | 0.06% | +128,913 | 新進 |
| Grandeur Peak Global Advisors, LLC | 127,336 | $1,042 萬 | 0.50% | +7,000+5.8% | 加碼 |
| California Public Employees Retirement System | 119,129 | $974.4 萬 | 0.01% | −9,437−7.3% | 減碼 |
| Swiss National Bank | 113,536 | $928.6 萬 | 0.01% | −3,800−3.2% | 減碼 |
| West Coast Financial LLC | 112,678 | $921.6 萬 | 1.50% | −1,478−1.3% | 減碼 |
| GHP Investment Advisors, Inc. | 110,247 | $901.7 萬 | 0.73% | +12,271+12.5% | 加碼 |
| Russell Investments Group, Ltd. | 104,688 | $856.0 萬 | 0.01% | +13,968+15.4% | 加碼 |
| Citadel Advisors LLC | 98,219 | $803.3 萬 | 0.01% | +98,219 | 新進 |
| Crawford Investment Counsel Inc | 90,146 | $737.3 萬 | 0.15% | +8,240+10.1% | 加碼 |
| Voloridge Investment Management, LLC | 86,745 | $709.5 萬 | 0.05% | +74,735+622.3% | 加碼 |
| NFJ Investment Group, LLC | 85,906 | $702.7 萬 | 0.13% | −9,493−10.0% | 減碼 |
| Vestcor Inc | 83,709 | $684.7 萬 | 0.23% | +9,834+13.3% | 加碼 |
| Rhumbline Advisers | 82,498 | $674.8 萬 | 0.01% | +3,518+4.5% | 加碼 |
| Artemis Investment Management LLP | 79,765 | $653.2 萬 | 0.06% | +79,765 | 新進 |
| Stifel Financial Corp | 79,402 | $649.4 萬 | 0.01% | +4,035+5.4% | 加碼 |
| Raymond James & Associates | 78,945 | $645.7 萬 | 0.01% | −5,015−6.0% | 減碼 |
| Weil Company, Inc. | 74,957 | $613.1 萬 | 3.10% | +3,099+4.3% | 加碼 |
| Public Employees Retirement System of Ohio | 74,048 | $605.6 萬 | 0.02% | +191+0.3% | 加碼 |
| STRS Ohio | 72,200 | $590.5 萬 | 0.02% | −1,700−2.3% | 減碼 |
| California State Teachers Retirement System | 71,625 | $585.8 萬 | 0.01% | −6,456−8.3% | 減碼 |
| Mutual of America Capital Management LLC | 69,237 | $566.3 萬 | 0.06% | −2,982−4.1% | 減碼 |
| Azora Capital LP | 66,538 | $544.2 萬 | 0.85% | +66,538 | 新進 |
| Federated Hermes, Inc. | 62,325 | $509.8 萬 | 0.01% | −27,655−30.7% | 減碼 |
| Pictet Asset Management Ltd | 62,307 | $509.6 萬 | 0.01% | −549−0.9% | 減碼 |
| Man Group plc | 60,801 | $497.3 萬 | 0.02% | +18,038+42.2% | 加碼 |
| Interval Partners, LP | 60,432 | $494.3 萬 | 0.30% | +52,159+630.5% | 加碼 |
| UBS Asset Management Americas Inc | 59,647 | $487.9 萬 | 0.00% | +4,248+7.7% | 加碼 |
| Holocene Advisors, LP | 57,933 | $473.8 萬 | 0.03% | −17,805−23.5% | 減碼 |
| Mondrian Investment Partners LTD | 57,889 | $473.5 萬 | 0.09% | 00.0% | 不變 |
| JPMorgan Chase & Co | 56,124 | $458.9 萬 | 0.00% | −5,486−8.9% | 減碼 |
| Invesco Ltd. | 52,831 | $432.1 萬 | 0.00% | +278+0.5% | 加碼 |
| Segall Bryant & Hamill, LLC | 52,490 | $429.4 萬 | 0.04% | +3,162+6.4% | 加碼 |
| Triasima Portfolio Management inc. | 48,040 | $392.9 萬 | 0.19% | −10,250−17.6% | 減碼 |
| Summit Global Investments | 47,768 | $390.7 萬 | 0.23% | −1,693−3.4% | 減碼 |
| BBVA USA | 46,905 | $383.7 萬 | 0.21% | +46,905 | 新進 |
| Credit Suisse AG | 46,892 | $380.1 萬 | 0.00% | +2,796+6.3% | 加碼 |
| Deutsche Bank AG | 41,644 | $340.6 萬 | 0.00% | +2,228+5.7% | 加碼 |
| Truist Financial Corp | 41,472 | $339.2 萬 | 0.01% | −935−2.2% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 40,611 | $332.2 萬 | 2.16% | +455+1.1% | 加碼 |
| FineMark National Bank & Trust | 39,340 | $321.8 萬 | 0.13% | +39,340 | 新進 |
| Oppenheimer Asset Management Inc. | 38,904 | $318.1 萬 | 0.05% | +1,209+3.2% | 加碼 |
| O'Shares Investment Advisers, LLC | 37,850 | $309.6 萬 | 0.22% | −239−0.6% | 減碼 |
| Squarepoint Ops LLC | 36,407 | $297.8 萬 | 0.02% | +36,407 | 新進 |
| Swedbank AB | 35,000 | $286.3 萬 | 0.01% | −15,000−30.0% | 減碼 |