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 3 季 13F 持有人
Houlihan Lokey, Inc. 在 2021/9/30 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
- 308
- 較 2021 年第 2 季 +9 家
- 持有股數
- 5,187 萬
- 較 2021 年第 2 季 −71.4 萬 (−1.4%)
- 總市值
- $47.8 億
- 較 2021 年第 2 季 +$4.76 億 (+11.1%)
- 新進機構
- 38
- 另有 120 家加碼
- 清倉機構
- 29
- 另有 103 家減碼
另有 3 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,017,265 | $4.62 億 | 0.01% | −100,619−2.0% | 減碼 |
| BlackRock Inc. | 4,147,891 | $3.82 億 | 0.01% | −234,525−5.4% | 減碼 |
| Earnest Partners LLC | 3,672,022 | $3.38 億 | 2.07% | −30,080−0.8% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 3,534,325 | $3.26 億 | 0.79% | −7060.0% | 減碼 |
| Burgundy Asset Management Ltd. | 1,615,859 | $1.49 億 | 1.46% | +32,211+2.0% | 加碼 |
| Fiduciary Management Inc | 1,600,578 | $1.47 億 | 1.10% | +20,073+1.3% | 加碼 |
| Alliancebernstein L.P. | 1,591,777 | $1.47 億 | 0.06% | +201,725+14.5% | 加碼 |
| Price T Rowe Associates Inc | 1,424,108 | $1.31 億 | 0.01% | −4,809−0.3% | 減碼 |
| Bank of America Corp | 1,408,958 | $1.30 億 | 0.01% | +7,570+0.5% | 加碼 |
| Bamco Inc | 1,312,872 | $1.21 億 | 0.27% | +10,496+0.8% | 加碼 |
| Neuberger Berman Group LLC | 1,266,253 | $1.17 億 | 0.10% | −168,178−11.7% | 減碼 |
| Van Berkom & Associates Inc. | 1,232,683 | $1.14 億 | 3.44% | −269,165−17.9% | 減碼 |
| Ameriprise Financial Inc | 1,173,408 | $1.08 億 | 0.03% | −172,365−12.8% | 減碼 |
| State Street Corp | 1,067,022 | $9,827 萬 | 0.01% | −16,596−1.5% | 減碼 |
| Geode Capital Management, LLC | 979,992 | $9,026 萬 | 0.01% | +118,907+13.8% | 加碼 |
| Northern Trust Corp | 842,966 | $7,764 萬 | 0.01% | −27,407−3.1% | 減碼 |
| Wells Fargo & Company | 794,550 | $7,318 萬 | 0.02% | +21,293+2.8% | 加碼 |
| Atlanta Capital Management Co L L C | 772,349 | $7,113 萬 | 0.25% | −93,905−10.8% | 減碼 |
| First Trust Advisors LP | 757,876 | $6,980 萬 | 0.08% | −66,285−8.0% | 減碼 |
| Dimensional Fund Advisors LP | 756,311 | $6,966 萬 | 0.02% | +6,523+0.9% | 加碼 |
| Nordea Investment Management AB | 693,474 | $6,406 萬 | 0.08% | −8,136−1.2% | 減碼 |
| Schroder Investment Management Group | 653,767 | $6,021 萬 | 0.10% | −108,295−14.2% | 減碼 |
| Goldman Sachs Group Inc | 623,155 | $5,739 萬 | 0.01% | +8,398+1.4% | 加碼 |
| Franklin Resources Inc | 604,392 | $5,566 萬 | 0.02% | −1,197−0.2% | 減碼 |
| GW&K Investment Management, LLC | 578,059 | $5,324 萬 | 0.48% | −88,063−13.2% | 減碼 |
| New York State Common Retirement Fund | 522,675 | $4,814 萬 | 0.05% | −10,388−1.9% | 減碼 |
| Clearbridge Investments, LLC | 513,549 | $4,730 萬 | 0.03% | −1500.0% | 減碼 |
| Citadel Advisors LLC | 478,607 | $4,408 萬 | 0.05% | +380,388+387.3% | 加碼 |
| Charles Schwab Investment Management Inc | 425,226 | $3,916 萬 | 0.01% | +5,266+1.3% | 加碼 |
| Jennison Associates LLC | 420,274 | $3,871 萬 | 0.03% | −4,366−1.0% | 減碼 |
| Norges Bank | 392,035 | $3,611 萬 | 0.01% | −21,700−5.2% | 減碼 |
| Bank of New York Mellon Corp | 357,094 | $3,289 萬 | 0.01% | +21,302+6.3% | 加碼 |
| Royce & Associates LP | 347,289 | $3,199 萬 | 0.24% | −175,846−33.6% | 減碼 |
| SEI Investments Co | 314,223 | $2,894 萬 | 0.06% | +308,186+5,105.0% | 加碼 |
| Ariel Investments, LLC | 309,809 | $2,853 萬 | 0.26% | −95,894−23.6% | 減碼 |
| Natixis Advisors, L.P. | 303,576 | $2,796 萬 | 0.11% | +21,108+7.5% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 298,690 | $2,751 萬 | 0.95% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 287,552 | $2,648 萬 | 0.05% | −6,219−2.1% | 減碼 |
| FMR LLC | 284,651 | $2,622 萬 | 0.00% | −90,614−24.1% | 減碼 |
| Ancora Advisors, LLC | 272,936 | $2,514 萬 | 0.65% | +1,191+0.4% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 272,759 | $2,512 萬 | 2.08% | −24,584−8.3% | 減碼 |
| UBS Group AG | 268,569 | $2,474 萬 | 0.01% | −10,755−3.9% | 減碼 |
| Envestnet Asset Management Inc | 253,373 | $2,334 萬 | 0.01% | +12,211+5.1% | 加碼 |
| Emerald Advisers, LLC | 251,723 | $2,318 萬 | 0.84% | +8,843+3.6% | 加碼 |
| GWM Advisors LLC | 246,417 | $2,270 萬 | 0.56% | +246,417 | 新進 |
| Eagle Asset Management Inc | 232,539 | $2,142 萬 | 0.10% | −69,563−23.0% | 減碼 |
| Eaton Vance Management | 227,238 | $2,093 萬 | 0.03% | +29,000+14.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 202,282 | $1,863 萬 | 0.04% | −47,552−19.0% | 減碼 |
| Morgan Stanley | 190,875 | $1,758 萬 | 0.00% | +27,562+16.9% | 加碼 |
| Montanaro Asset Management Ltd | 185,300 | $1,707 萬 | 2.06% | +4,000+2.2% | 加碼 |
| Flputnam Investment Management Co | 183,872 | $1,694 萬 | 0.57% | +5,583+3.1% | 加碼 |
| Nuveen Asset Management, LLC | 170,733 | $1,557 萬 | 0.00% | −11,678−6.4% | 減碼 |
| Parametric Portfolio Associates LLC | 166,892 | $1,537 萬 | 0.01% | −3,630−2.1% | 減碼 |
| Pier Capital, LLC | 160,211 | $1,476 萬 | 1.53% | −3,327−2.0% | 減碼 |
| Polen Capital Management LLC | 145,396 | $1,339 萬 | 0.02% | +10,714+8.0% | 加碼 |
| Hilton Capital Management, LLC | 142,238 | $1,310 萬 | 1.28% | −33,664−19.1% | 減碼 |
| Vestcor Inc | 141,013 | $1,299 萬 | 0.47% | +57,304+68.5% | 加碼 |
| M&G Investment Management Ltd | 129,064 | $1,187 萬 | 0.06% | +151+0.1% | 加碼 |
| California Public Employees Retirement System | 118,962 | $1,096 萬 | 0.01% | −167−0.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 118,724 | $1,093 萬 | 0.01% | −53,878−31.2% | 減碼 |
| GHP Investment Advisors, Inc. | 115,190 | $1,061 萬 | 0.84% | +4,943+4.5% | 加碼 |
| Swiss National Bank | 113,536 | $1,046 萬 | 0.01% | 00.0% | 不變 |
| West Coast Financial LLC | 111,546 | $1,027 萬 | 1.65% | −1,132−1.0% | 減碼 |
| Rhumbline Advisers | 87,716 | $807.9 萬 | 0.01% | +5,218+6.3% | 加碼 |
| Russell Investments Group, Ltd. | 87,435 | $805.0 萬 | 0.01% | −17,253−16.5% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 86,464 | $796.3 萬 | 0.38% | −40,872−32.1% | 減碼 |
| Raymond James & Associates | 80,437 | $740.8 萬 | 0.01% | +1,492+1.9% | 加碼 |
| Crawford Investment Counsel Inc | 80,166 | $738.3 萬 | 0.15% | −9,980−11.1% | 減碼 |
| Stifel Financial Corp | 78,719 | $725.0 萬 | 0.01% | −683−0.9% | 減碼 |
| Invesco Ltd. | 76,249 | $702.3 萬 | 0.00% | +23,418+44.3% | 加碼 |
| Artemis Investment Management LLP | 76,001 | $699.7 萬 | 0.06% | −3,764−4.7% | 減碼 |
| Renaissance Technologies LLC | 72,500 | $667.7 萬 | 0.01% | −142,200−66.2% | 減碼 |
| JPMorgan Chase & Co | 71,780 | $661.1 萬 | 0.00% | +15,656+27.9% | 加碼 |
| California State Teachers Retirement System | 69,699 | $641.9 萬 | 0.01% | −1,926−2.7% | 減碼 |
| NFJ Investment Group, LLC | 69,415 | $639.3 萬 | 0.13% | −16,491−19.2% | 減碼 |
| Voloridge Investment Management, LLC | 69,191 | $637.2 萬 | 0.04% | −17,554−20.2% | 減碼 |
| Public Employees Retirement System of Ohio | 69,145 | $636.8 萬 | 0.02% | −4,903−6.6% | 減碼 |
| Mutual of America Capital Management LLC | 68,252 | $628.6 萬 | 0.06% | −985−1.4% | 減碼 |
| UBS Asset Management Americas Inc | 65,952 | $607.4 萬 | 0.00% | +6,305+10.6% | 加碼 |
| Federated Hermes, Inc. | 65,581 | $604.0 萬 | 0.01% | +3,256+5.2% | 加碼 |
| Weil Company, Inc. | 64,336 | $592.5 萬 | 3.08% | −10,621−14.2% | 減碼 |
| Man Group plc | 60,441 | $556.7 萬 | 0.02% | −360−0.6% | 減碼 |
| Mondrian Investment Partners LTD | 57,935 | $533.6 萬 | 0.11% | +46+0.1% | 加碼 |
| Pictet Asset Management SA | 55,407 | $510.3 萬 | 0.01% | +55,407 | 新進 |
| Segall Bryant & Hamill, LLC | 53,927 | $496.7 萬 | 0.05% | +1,437+2.7% | 加碼 |
| Summit Global Investments | 53,141 | $489.4 萬 | 0.37% | +5,373+11.2% | 加碼 |
| STRS Ohio | 50,800 | $467.8 萬 | 0.02% | −21,400−29.6% | 減碼 |
| Credit Suisse AG | 49,566 | $456.6 萬 | 0.00% | +2,674+5.7% | 加碼 |
| Triasima Portfolio Management inc. | 48,040 | $442.4 萬 | 0.24% | 00.0% | 不變 |
| Deutsche Bank AG | 45,421 | $418.4 萬 | 0.00% | +3,777+9.1% | 加碼 |
| BBVA USA | 44,842 | $413.0 萬 | 0.24% | −2,063−4.4% | 減碼 |
| Ergoteles LLC | 44,049 | $405.7 萬 | 0.15% | +35,206+398.1% | 加碼 |
| Legal & General Group Plc | 43,974 | $404.9 萬 | 0.00% | +9,016+25.8% | 加碼 |
| Spectrum Management Group, LLC | 42,798 | $394.2 萬 | 0.62% | +42,798 | 新進 |
| Argent Capital Management LLC | 41,393 | $381.2 萬 | 0.12% | +33,362+415.4% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 41,257 | $380.0 萬 | 2.34% | +646+1.6% | 加碼 |
| FineMark National Bank & Trust | 40,900 | $376.7 萬 | 0.16% | +1,560+4.0% | 加碼 |
| Truist Financial Corp | 39,521 | $363.9 萬 | 0.01% | −1,951−4.7% | 減碼 |
| Oppenheimer Asset Management Inc. | 38,939 | $358.7 萬 | 0.05% | +35+0.1% | 加碼 |
| Swedbank AB | 35,000 | $322.4 萬 | 0.01% | 00.0% | 不變 |