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 |
|---|---|---|---|---|---|
| Meristem Family Wealth, LLC | 5,600 | $45.8 萬 | 0.07% | +5,600 | 新進 |
| American Portfolios Advisors | 5,674 | $46.4 萬 | 0.02% | +1,415+33.2% | 加碼 |
| Hexavest Inc. | 5,747 | $47.0 萬 | 0.02% | 00.0% | 不變 |
| Park Avenue Securities LLC | 5,822 | $47.6 萬 | 0.01% | +1,365+30.6% | 加碼 |
| Blair William & Co | 5,904 | $48.3 萬 | 0.00% | −357−5.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 6,007 | $49.1 萬 | 0.00% | 00.0% | 不變 |
| SEI Investments Co | 6,037 | $49.4 萬 | 0.00% | −1,170−16.2% | 減碼 |
| Janus Henderson Group PLC | 6,046 | $49.4 萬 | 0.00% | +6,046 | 新進 |
| IndexIQ Advisors LLC | 6,083 | $49.8 萬 | 0.02% | +116+1.9% | 加碼 |
| Verition Fund Management LLC | 6,279 | $51.4 萬 | 0.01% | +662+11.8% | 加碼 |
| Brookstone Capital Management | 6,280 | $51.9 萬 | 0.01% | −2,173−25.7% | 減碼 |
| Teacher Retirement System of Texas | 6,357 | $52.0 萬 | 0.00% | +1,005+18.8% | 加碼 |
| HSBC Holdings PLC | 6,416 | $52.4 萬 | 0.00% | +1,610+33.5% | 加碼 |
| FourThought Financial, LLC | 6,615 | $54.1 萬 | 0.07% | −1,747−20.9% | 減碼 |
| Lido Advisors, LLC | 6,845 | $56.0 萬 | 0.01% | −311−4.3% | 減碼 |
| BCJ Capital Management, LLC | 7,288 | $59.6 萬 | 0.06% | +104+1.4% | 加碼 |
| Mountain Capital Investment Advisors, Inc | 7,482 | $60.3 萬 | 0.28% | −1,113−12.9% | 減碼 |
| Jump Financial, LLC | 7,400 | $60.5 萬 | 0.06% | +7,400 | 新進 |
| Integrated Investment Consultants, LLC | 7,539 | $61.7 萬 | 0.18% | +5+0.1% | 加碼 |
| Allianz Asset Management GmbH | 7,615 | $62.3 萬 | 0.00% | 00.0% | 不變 |
| Connable Office Inc | 7,878 | $64.4 萬 | 0.09% | −1,379−14.9% | 減碼 |
| Principal Financial Group Inc | 8,013 | $65.5 萬 | 0.00% | −3,029−27.4% | 減碼 |
| Argent Capital Management LLC | 8,031 | $65.7 萬 | 0.02% | −2,355−22.7% | 減碼 |
| Commerce Bank | 8,102 | $66.2 萬 | 0.00% | −45−0.6% | 減碼 |
| Engineers Gate Manager LP | 8,104 | $66.3 萬 | 0.04% | +3,985+96.7% | 加碼 |
| Guggenheim Capital LLC | 8,195 | $67.0 萬 | 0.00% | +8,195 | 新進 |
| Whittier Trust Co of Nevada Inc | 8,280 | $67.8 萬 | 0.03% | +158+1.9% | 加碼 |
| SG Americas Securities, LLC | 8,380 | $68.5 萬 | 0.00% | −2,121−20.2% | 減碼 |
| Illinois Municipal Retirement Fund | 8,533 | $69.8 萬 | 0.03% | 00.0% | 不變 |
| AXA S.A. | 8,600 | $70.3 萬 | 0.00% | 00.0% | 不變 |
| AMP Capital Investors Ltd | 8,643 | $70.7 萬 | 0.00% | +2,046+31.0% | 加碼 |
| Baird Financial Group, Inc. | 8,719 | $71.3 萬 | 0.00% | +8,719 | 新進 |
| Ergoteles LLC | 8,843 | $72.3 萬 | 0.02% | +8,843 | 新進 |
| HRT Financial LP | 9,296 | $76.0 萬 | 0.01% | +9,296 | 新進 |
| Handelsbanken Fonder AB | 9,458 | $77.4 萬 | 0.00% | +2,100+28.5% | 加碼 |
| Amalgamated Bank | 9,494 | $77.7 萬 | 0.01% | +2,124+28.8% | 加碼 |
| AQR Capital Management LLC | 10,044 | $82.1 萬 | 0.00% | −11,368−53.1% | 減碼 |
| Susquehanna International Group, LLP | 10,948 | $89.5 萬 | 0.00% | +10,948 | 新進 |
| Martingale Asset Management L P | 11,115 | $91.0 萬 | 0.01% | −96−0.9% | 減碼 |
| Geneos Wealth Management Inc. | 11,116 | $91.3 萬 | 0.04% | −4,199−27.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 11,615 | $95.0 萬 | 0.02% | −649−5.3% | 減碼 |
| Acadian Asset Management LLC | 11,614 | $95.0 萬 | 0.00% | +945+8.9% | 加碼 |
| Capital Impact Advisors, LLC | 11,937 | $97.6 萬 | 0.31% | +11,937 | 新進 |
| Haverford Financial Services, Inc. | 12,155 | $99.4 萬 | 0.24% | +12,155 | 新進 |
| Origin Asset Management LLP | 12,166 | $99.5 萬 | 0.11% | +12,166 | 新進 |
| Teamwork Financial Advisors, LLC | 12,349 | $101.0 萬 | 0.21% | −327−2.6% | 減碼 |
| AE Wealth Management LLC | 12,444 | $101.8 萬 | 0.01% | −328−2.6% | 減碼 |
| Alphasimplex Group, LLC | 12,640 | $103.4 萬 | 0.52% | −19,174−60.3% | 減碼 |
| Jackson Creek Investment Advisors LLC | 12,674 | $103.7 萬 | 0.39% | −1,411−10.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 13,155 | $107.6 萬 | 0.00% | +2,777+26.8% | 加碼 |
| FIL Ltd | 13,418 | $109.7 萬 | 0.00% | +250+1.9% | 加碼 |
| ProShare Advisors LLC | 13,478 | $110.2 萬 | 0.00% | −356−2.6% | 減碼 |
| Jane Street Group, LLC | 13,588 | $111.1 萬 | 0.00% | +7,291+115.8% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 13,815 | $113.0 萬 | 0.00% | +8,304+150.7% | 加碼 |
| Arizona State Retirement System | 14,004 | $114.5 萬 | 0.01% | −935−6.3% | 減碼 |
| Metropolitan Life Insurance Co | 14,048 | $114.9 萬 | 0.02% | −230−1.6% | 減碼 |
| MML Investors Services, LLC | 14,059 | $115.0 萬 | 0.01% | +1,330+10.4% | 加碼 |
| Glenmede Trust Co NA | 14,238 | $116.4 萬 | 0.01% | −174−1.2% | 減碼 |
| Alpine Woods Capital Investors, LLC | 14,729 | $120.5 萬 | 0.12% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 15,076 | $123.3 萬 | 0.01% | +15,076 | 新進 |
| Ameritas Investment Partners, Inc. | 15,873 | $129.8 萬 | 0.05% | −138−0.9% | 減碼 |
| Atria Investments LLC | 15,971 | $130.6 萬 | 0.03% | +15,971 | 新進 |
| Prudential Financial Inc | 16,379 | $134.0 萬 | 0.00% | −209−1.3% | 減碼 |
| Bank of Montreal | 16,643 | $135.0 萬 | 0.00% | −2,268−12.0% | 減碼 |
| LPL Financial LLC | 16,579 | $135.6 萬 | 0.00% | +2,115+14.6% | 加碼 |
| AlphaCrest Capital Management LLC | 17,172 | $140.4 萬 | 0.06% | −23,828−58.1% | 減碼 |
| Citigroup Inc | 17,351 | $141.9 萬 | 0.00% | −61,757−78.1% | 減碼 |
| Taylor Frigon Capital Management LLC | 17,374 | $142.1 萬 | 0.44% | +17,374 | 新進 |
| Renaissance Group LLC | 17,933 | $146.7 萬 | 0.06% | +17,933 | 新進 |
| Globeflex Capital L P | 17,954 | $146.8 萬 | 0.26% | −1,606−8.2% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,424 | $150.6 萬 | 0.15% | −2,332−11.2% | 減碼 |
| MetLife Investment Management | 18,504 | $151.3 萬 | 0.01% | −1,592−7.9% | 減碼 |
| Cannell Peter B & Co Inc | 19,600 | $160.3 萬 | 0.05% | −500−2.5% | 減碼 |
| Davenport & Co LLC | 20,092 | $164.3 萬 | 0.01% | +20,092 | 新進 |
| Voya Investment Management LLC | 20,601 | $168.5 萬 | 0.00% | −1,871−8.3% | 減碼 |
| Whittier Trust Co | 20,661 | $169.0 萬 | 0.03% | +1,280+6.6% | 加碼 |
| Winton Group Ltd | 20,721 | $169.5 萬 | 0.09% | −3,177−13.3% | 減碼 |
| Cna Financial Corp | 20,741 | $169.6 萬 | 0.48% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 20,800 | $170.1 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 20,974 | $171.5 萬 | 0.01% | +125+0.6% | 加碼 |
| Barclays PLC | 20,993 | $171.6 萬 | 0.00% | −29,983−58.8% | 減碼 |
| NN Investment Partners Holdings N.V. | 21,200 | $173.3 萬 | 0.01% | 00.0% | 不變 |
| Regions Financial Corp | 22,114 | $180.9 萬 | 0.02% | +394+1.8% | 加碼 |
| US Bancorp | 22,819 | $186.7 萬 | 0.00% | +657+3.0% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 22,882 | $187.2 萬 | 0.01% | −13,931−37.8% | 減碼 |
| Gyon Technologies Capital Management, LP | 22,971 | $187.9 萬 | 0.62% | −1,224−5.1% | 減碼 |
| Tudor Investment Corp Et Al | 23,231 | $190.0 萬 | 0.04% | −40,793−63.7% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 24,831 | $203.1 萬 | 0.40% | +119+0.5% | 加碼 |
| Harbor Advisors LLC | 25,000 | $204.5 萬 | 0.40% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 26,055 | $213.1 萬 | 0.02% | +10,556+68.1% | 加碼 |
| Advisor Group Holdings, Inc. | 26,971 | $220.8 萬 | 0.00% | +3,186+13.4% | 加碼 |
| Occudo Quantitative Strategies LP | 27,998 | $229.0 萬 | 0.35% | +27,998 | 新進 |
| First Republic Investment Management, Inc. | 28,551 | $233.5 萬 | 0.01% | +5,982+26.5% | 加碼 |
| American International Group, Inc. | 29,110 | $238.1 萬 | 0.01% | −1,061−3.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 29,162 | $238.5 萬 | 0.00% | −77−0.3% | 減碼 |
| HighTower Advisors, LLC | 31,254 | $256.6 萬 | 0.01% | +997+3.3% | 加碼 |
| Brinker Capital Investments, LLC | 32,167 | $263.1 萬 | 0.03% | +748+2.4% | 加碼 |
| Royal Bank of Canada | 32,680 | $267.3 萬 | 0.00% | +1,298+4.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 34,270 | $280.3 萬 | 0.01% | −5,464−13.8% | 減碼 |
| Legal & General Group Plc | 34,958 | $285.9 萬 | 0.00% | +128+0.4% | 加碼 |