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 |
|---|---|---|---|---|---|
| Resources Management Corp | 4,831 | $44.5 萬 | 0.06% | +365+8.2% | 加碼 |
| Moneta Group Investment Advisors LLC | 4,929 | $45.4 萬 | 0.02% | +197+4.2% | 加碼 |
| Rockefeller Capital Management L.P. | 4,991 | $45.9 萬 | 0.00% | +341+7.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,133 | $47.3 萬 | 0.00% | 00.0% | 不變 |
| HSBC Holdings PLC | 5,173 | $47.8 萬 | 0.00% | −1,243−19.4% | 減碼 |
| Versor Investments LP | 5,200 | $47.9 萬 | 0.01% | +2,700+108.0% | 加碼 |
| Intrust Bank NA | 5,392 | $49.7 萬 | 0.07% | −44−0.8% | 減碼 |
| Lido Advisors, LLC | 5,520 | $50.8 萬 | 0.01% | −1,325−19.4% | 減碼 |
| Meristem Family Wealth, LLC | 5,600 | $51.6 萬 | 0.05% | 00.0% | 不變 |
| Insight Folios Inc | 5,630 | $51.9 萬 | 0.29% | +5,630 | 新進 |
| FourThought Financial, LLC | 5,795 | $53.3 萬 | 0.07% | −820−12.4% | 減碼 |
| American Portfolios Advisors | 5,999 | $55.3 萬 | 0.02% | +325+5.7% | 加碼 |
| Public Employees Retirement Association of Colorado | 6,007 | $55.3 萬 | 0.00% | 00.0% | 不變 |
| Park Avenue Securities LLC | 6,021 | $55.5 萬 | 0.01% | +199+3.4% | 加碼 |
| American Century Companies Inc | 6,321 | $58.2 萬 | 0.00% | +1,103+21.1% | 加碼 |
| Origin Asset Management LLP | 6,453 | $59.4 萬 | 0.14% | −5,713−47.0% | 減碼 |
| BCJ Capital Management, LLC | 6,466 | $59.6 萬 | 0.06% | −822−11.3% | 減碼 |
| Private Advisor Group, LLC | 6,462 | $59.6 萬 | 0.00% | +3,362+108.5% | 加碼 |
| Brookstone Capital Management | 6,065 | $60.0 萬 | 0.01% | −215−3.4% | 減碼 |
| Asset Management One Co.,Ltd. | 6,658 | $61.3 萬 | 0.00% | +6,658 | 新進 |
| Blueshift Asset Management, LLC | 6,716 | $61.9 萬 | 0.03% | +6,716 | 新進 |
| IndexIQ Advisors LLC | 6,760 | $62.3 萬 | 0.02% | +677+11.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 6,909 | $63.7 萬 | 0.00% | +2,696+64.0% | 加碼 |
| Mountain Capital Investment Advisors, Inc | 6,851 | $68.2 萬 | 0.36% | −631−8.4% | 減碼 |
| Commerce Bank | 7,577 | $69.8 萬 | 0.00% | −525−6.5% | 減碼 |
| Integrated Investment Consultants, LLC | 7,622 | $70.2 萬 | 0.21% | +83+1.1% | 加碼 |
| Natixis | 8,071 | $74.3 萬 | 0.00% | +8,071 | 新進 |
| Teacher Retirement System of Texas | 8,299 | $76.4 萬 | 0.00% | +1,942+30.5% | 加碼 |
| Alphasimplex Group, LLC | 8,405 | $77.4 萬 | 0.64% | −4,235−33.5% | 減碼 |
| Connable Office Inc | 8,423 | $77.6 萬 | 0.11% | +545+6.9% | 加碼 |
| Illinois Municipal Retirement Fund | 8,533 | $78.6 萬 | 0.03% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 8,656 | $79.7 萬 | 0.03% | +376+4.5% | 加碼 |
| Prudential PLC | 8,666 | $79.8 萬 | 0.01% | +8,666 | 新進 |
| Amalgamated Bank | 8,784 | $80.9 萬 | 0.01% | −710−7.5% | 減碼 |
| AQR Capital Management LLC | 9,107 | $83.9 萬 | 0.00% | −937−9.3% | 減碼 |
| Handelsbanken Fonder AB | 9,458 | $87.1 萬 | 0.00% | 00.0% | 不變 |
| Guggenheim Capital LLC | 9,691 | $89.3 萬 | 0.01% | +1,496+18.3% | 加碼 |
| Principal Financial Group Inc | 9,905 | $91.2 萬 | 0.00% | +1,892+23.6% | 加碼 |
| ProShare Advisors LLC | 10,907 | $100.5 萬 | 0.00% | −2,571−19.1% | 減碼 |
| PEAK6 Investments LLC | 11,738 | $108.1 萬 | 0.02% | +11,738 | 新進 |
| Holocene Advisors, LP | 11,846 | $109.1 萬 | 0.01% | −46,087−79.6% | 減碼 |
| Occudo Quantitative Strategies LP | 11,843 | $109.1 萬 | 0.13% | −16,155−57.7% | 減碼 |
| Capital Impact Advisors, LLC | 11,937 | $109.9 萬 | 0.44% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 11,932 | $111.5 萬 | 0.04% | +816+7.3% | 加碼 |
| Haverford Financial Services, Inc. | 12,155 | $111.9 萬 | 0.27% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 12,227 | $112.8 萬 | 0.02% | +612+5.3% | 加碼 |
| Janus Henderson Group PLC | 12,359 | $113.8 萬 | 0.00% | +6,313+104.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 12,663 | $116.6 萬 | 0.00% | +9,088+254.2% | 加碼 |
| Jackson Creek Investment Advisors LLC | 12,786 | $117.8 萬 | 0.44% | +112+0.9% | 加碼 |
| Metropolitan Life Insurance Co | 13,371 | $123.1 萬 | 0.02% | −677−4.8% | 減碼 |
| FIL Ltd | 13,418 | $123.5 萬 | 0.00% | 00.0% | 不變 |
| Twin Tree Management, LP | 13,791 | $127.0 萬 | 0.04% | +13,791 | 新進 |
| Arizona State Retirement System | 14,004 | $129.0 萬 | 0.01% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 14,017 | $129.1 萬 | 0.00% | +202+1.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 14,110 | $130.0 萬 | 0.00% | +955+7.3% | 加碼 |
| Glenmede Trust Co NA | 14,667 | $135.0 萬 | 0.01% | +429+3.0% | 加碼 |
| Alpine Woods Capital Investors, LLC | 14,976 | $137.9 萬 | 0.15% | +247+1.7% | 加碼 |
| Atria Investments LLC | 15,207 | $140.1 萬 | 0.03% | −764−4.8% | 減碼 |
| MML Investors Services, LLC | 15,543 | $143.1 萬 | 0.01% | +1,484+10.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 15,717 | $144.7 萬 | 0.05% | −156−1.0% | 減碼 |
| Teamwork Financial Advisors, LLC | 15,977 | $147.1 萬 | 0.29% | +3,628+29.4% | 加碼 |
| Prudential Financial Inc | 16,444 | $150.0 萬 | 0.00% | +65+0.4% | 加碼 |
| AE Wealth Management LLC | 16,285 | $150.0 萬 | 0.01% | +3,841+30.9% | 加碼 |
| Squarepoint Ops LLC | 16,393 | $151.0 萬 | 0.01% | −20,014−55.0% | 減碼 |
| Winton Group Ltd | 16,881 | $155.5 萬 | 0.09% | −3,840−18.5% | 減碼 |
| Bokf, NA | 16,957 | $156.2 萬 | 0.03% | +16,957 | 新進 |
| Bank of Montreal | 17,133 | $158.8 萬 | 0.00% | +490+2.9% | 加碼 |
| NN Investment Partners Holdings N.V. | 17,500 | $161.2 萬 | 0.01% | −3,700−17.5% | 減碼 |
| MetLife Investment Management | 17,606 | $162.2 萬 | 0.01% | −898−4.9% | 減碼 |
| Renaissance Group LLC | 17,718 | $163.2 萬 | 0.07% | −215−1.2% | 減碼 |
| Taylor Frigon Capital Management LLC | 17,890 | $164.8 萬 | 0.53% | +516+3.0% | 加碼 |
| AXA S.A. | 18,000 | $165.8 萬 | 0.00% | +9,400+109.3% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,424 | $169.6 萬 | 0.14% | 00.0% | 不變 |
| Aviva PLC | 18,969 | $174.7 萬 | 0.01% | +18,969 | 新進 |
| Cannell Peter B & Co Inc | 19,600 | $180.5 萬 | 0.06% | 00.0% | 不變 |
| Seizert Capital Partners, LLC | 19,823 | $182.6 萬 | 0.08% | +19,823 | 新進 |
| Voya Investment Management LLC | 20,084 | $185.0 萬 | 0.00% | −517−2.5% | 減碼 |
| LPL Financial LLC | 20,198 | $186.0 萬 | 0.00% | +3,619+21.8% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 20,400 | $187.9 萬 | 0.01% | −400−1.9% | 減碼 |
| Cna Financial Corp | 20,841 | $191.9 萬 | 0.52% | +100+0.5% | 加碼 |
| Whittier Trust Co | 21,557 | $198.5 萬 | 0.04% | +896+4.3% | 加碼 |
| Fifth Third Bancorp | 21,746 | $200.3 萬 | 0.01% | +772+3.7% | 加碼 |
| HRT Financial LP | 22,113 | $203.6 萬 | 0.01% | +12,817+137.9% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 23,240 | $214.0 萬 | 0.50% | −1,591−6.4% | 減碼 |
| Regions Financial Corp | 23,284 | $214.4 萬 | 0.02% | +1,170+5.3% | 加碼 |
| US Bancorp | 23,359 | $215.2 萬 | 0.00% | +540+2.4% | 加碼 |
| Davenport & Co LLC | 23,931 | $220.4 萬 | 0.02% | +3,839+19.1% | 加碼 |
| Citigroup Inc | 23,990 | $220.9 萬 | 0.00% | +6,639+38.3% | 加碼 |
| WBI Investments | 27,041 | $227.4 萬 | 0.38% | +23,233+610.1% | 加碼 |
| Harbor Advisors LLC | 25,000 | $230.3 萬 | 0.46% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 25,400 | $233.9 萬 | 0.02% | +25,400 | 新進 |
| Millennium Management LLC | 25,916 | $238.7 萬 | 0.00% | −118,758−82.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 25,930 | $238.8 萬 | 0.00% | −3,232−11.1% | 減碼 |
| Barclays PLC | 26,430 | $243.4 萬 | 0.00% | +5,437+25.9% | 加碼 |
| Baird Financial Group, Inc. | 26,589 | $244.9 萬 | 0.01% | +17,870+205.0% | 加碼 |
| Martingale Asset Management L P | 26,708 | $246.1 萬 | 0.03% | +15,593+140.3% | 加碼 |
| Tudor Investment Corp Et Al | 27,236 | $250.8 萬 | 0.05% | +4,005+17.2% | 加碼 |
| American International Group, Inc. | 27,966 | $257.6 萬 | 0.01% | −1,144−3.9% | 減碼 |
| Acadian Asset Management LLC | 28,216 | $259.7 萬 | 0.01% | +16,602+142.9% | 加碼 |
| Brinker Capital Investments, LLC | 32,167 | $263.1 萬 | 0.04% | 00.0% | 不變 |