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 4 季 13F 持有人
Houlihan Lokey, Inc. 在 2021/12/31 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
- 344
- 較 2021 年第 3 季 +37 家
- 持有股數
- 5,035 萬
- 較 2021 年第 3 季 −147.6 萬 (−2.8%)
- 總市值
- $52.1 億
- 較 2021 年第 3 季 +$4.39 億 (+9.2%)
- 新進機構
- 65
- 另有 111 家加碼
- 清倉機構
- 28
- 另有 129 家減碼
另有 1 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,132,876 | $5.31 億 | 0.01% | +115,611+2.3% | 加碼 |
| BlackRock Inc. | 3,894,591 | $4.03 億 | 0.01% | −253,300−6.1% | 減碼 |
| Earnest Partners LLC | 3,573,806 | $3.70 億 | 2.13% | −98,216−2.7% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,901,012 | $3.00 億 | 0.69% | −633,313−17.9% | 減碼 |
| Alliancebernstein L.P. | 2,452,504 | $2.54 億 | 0.09% | +860,727+54.1% | 加碼 |
| Burgundy Asset Management Ltd. | 1,635,112 | $1.69 億 | 1.65% | +19,253+1.2% | 加碼 |
| Bank of America Corp | 1,404,749 | $1.45 億 | 0.02% | −4,209−0.3% | 減碼 |
| Price T Rowe Associates Inc | 1,396,358 | $1.45 億 | 0.01% | −27,750−1.9% | 減碼 |
| Bamco Inc | 1,303,376 | $1.35 億 | 0.29% | −9,496−0.7% | 減碼 |
| Neuberger Berman Group LLC | 1,173,877 | $1.21 億 | 0.10% | −92,376−7.3% | 減碼 |
| Fiduciary Management Inc | 1,145,413 | $1.19 億 | 0.87% | −455,165−28.4% | 減碼 |
| State Street Corp | 1,120,572 | $1.16 億 | 0.01% | +53,550+5.0% | 加碼 |
| Van Berkom & Associates Inc. | 1,092,868 | $1.13 億 | 3.34% | −139,815−11.3% | 減碼 |
| Geode Capital Management, LLC | 991,875 | $1.03 億 | 0.01% | +11,883+1.2% | 加碼 |
| Ameriprise Financial Inc | 970,073 | $1.00 億 | 0.03% | −203,335−17.3% | 減碼 |
| Northern Trust Corp | 797,642 | $8,257 萬 | 0.01% | −45,324−5.4% | 減碼 |
| Dimensional Fund Advisors LP | 762,571 | $7,894 萬 | 0.02% | +6,260+0.8% | 加碼 |
| Nordea Investment Management AB | 733,621 | $7,572 萬 | 0.09% | +40,147+5.8% | 加碼 |
| First Trust Advisors LP | 716,196 | $7,414 萬 | 0.07% | −41,680−5.5% | 減碼 |
| Wells Fargo & Company | 682,827 | $7,069 萬 | 0.02% | −111,723−14.1% | 減碼 |
| Clearbridge Investments, LLC | 606,984 | $6,284 萬 | 0.04% | +93,435+18.2% | 加碼 |
| GW&K Investment Management, LLC | 574,276 | $5,945 萬 | 0.50% | −3,783−0.7% | 減碼 |
| Franklin Resources Inc | 571,417 | $5,915 萬 | 0.02% | −32,975−5.5% | 減碼 |
| Atlanta Capital Management Co L L C | 502,761 | $5,205 萬 | 0.18% | −269,588−34.9% | 減碼 |
| New York State Common Retirement Fund | 446,801 | $4,625 萬 | 0.05% | −75,874−14.5% | 減碼 |
| Norges Bank | 446,269 | $4,620 萬 | 0.01% | +54,234+13.8% | 加碼 |
| Charles Schwab Investment Management Inc | 433,181 | $4,484 萬 | 0.01% | +7,955+1.9% | 加碼 |
| Goldman Sachs Group Inc | 423,541 | $4,385 萬 | 0.01% | −199,614−32.0% | 減碼 |
| Jennison Associates LLC | 409,919 | $4,244 萬 | 0.03% | −10,355−2.5% | 減碼 |
| SEI Investments Co | 352,898 | $3,652 萬 | 0.07% | +38,675+12.3% | 加碼 |
| Bank of New York Mellon Corp | 336,053 | $3,479 萬 | 0.01% | −21,041−5.9% | 減碼 |
| Citadel Advisors LLC | 326,737 | $3,382 萬 | 0.04% | −151,870−31.7% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 290,850 | $3,011 萬 | 1.06% | −7,840−2.6% | 減碼 |
| Thrivent Financial for Lutherans | 287,552 | $2,977 萬 | 0.06% | 00.0% | 不變 |
| Woodley Farra Manion Portfolio Management Inc | 285,537 | $2,956 萬 | 2.06% | +12,778+4.7% | 加碼 |
| UBS Group AG | 284,121 | $2,941 萬 | 0.01% | +15,552+5.8% | 加碼 |
| FMR LLC | 280,715 | $2,906 萬 | 0.00% | −3,936−1.4% | 減碼 |
| GWM Advisors LLC | 267,904 | $2,773 萬 | 0.42% | +21,487+8.7% | 加碼 |
| Schroder Investment Management Group | 255,243 | $2,642 萬 | 0.04% | −398,524−61.0% | 減碼 |
| Ancora Advisors, LLC | 247,334 | $2,560 萬 | 0.61% | −25,602−9.4% | 減碼 |
| Emerald Advisers, LLC | 246,862 | $2,556 萬 | 0.94% | −4,861−1.9% | 減碼 |
| Natixis Advisors, L.P. | 244,086 | $2,527 萬 | 0.10% | −59,490−19.6% | 減碼 |
| Envestnet Asset Management Inc | 232,248 | $2,404 萬 | 0.01% | −21,125−8.3% | 減碼 |
| Eaton Vance Management | 227,209 | $2,352 萬 | 0.03% | −290.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 225,649 | $2,336 萬 | 0.05% | +23,367+11.6% | 加碼 |
| Royce & Associates LP | 209,376 | $2,168 萬 | 0.16% | −137,913−39.7% | 減碼 |
| Morgan Stanley | 196,867 | $2,038 萬 | 0.00% | +5,992+3.1% | 加碼 |
| Federated Hermes, Inc. | 186,487 | $1,931 萬 | 0.04% | +120,906+184.4% | 加碼 |
| Flputnam Investment Management Co | 183,485 | $1,899 萬 | 0.58% | −387−0.2% | 減碼 |
| Polen Capital Management LLC | 182,141 | $1,886 萬 | 0.03% | +36,745+25.3% | 加碼 |
| Vestcor Inc | 180,795 | $1,872 萬 | 0.66% | +39,782+28.2% | 加碼 |
| Parametric Portfolio Associates LLC | 173,075 | $1,792 萬 | 0.01% | +6,183+3.7% | 加碼 |
| Eagle Asset Management Inc | 170,928 | $1,765 萬 | 0.08% | −61,611−26.5% | 減碼 |
| Montanaro Asset Management Ltd | 165,000 | $1,708 萬 | 1.72% | −20,300−11.0% | 減碼 |
| Acadian Asset Management LLC | 163,345 | $1,690 萬 | 0.06% | +135,129+478.9% | 加碼 |
| Nuveen Asset Management, LLC | 154,821 | $1,603 萬 | 0.00% | −15,912−9.3% | 減碼 |
| Ariel Investments, LLC | 125,341 | $1,298 萬 | 0.11% | −184,468−59.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 119,774 | $1,240 萬 | 0.02% | +1,050+0.9% | 加碼 |
| California Public Employees Retirement System | 116,697 | $1,208 萬 | 0.01% | −2,265−1.9% | 減碼 |
| GHP Investment Advisors, Inc. | 116,675 | $1,208 萬 | 0.86% | +1,485+1.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 114,015 | $1,180 萬 | 0.11% | +114,015 | 新進 |
| Swiss National Bank | 111,536 | $1,155 萬 | 0.01% | −2,000−1.8% | 減碼 |
| Pier Capital, LLC | 110,779 | $1,147 萬 | 1.21% | −49,432−30.9% | 減碼 |
| West Coast Financial LLC | 110,173 | $1,141 萬 | 1.63% | −1,373−1.2% | 減碼 |
| Russell Investments Group, Ltd. | 102,549 | $1,061 萬 | 0.02% | +15,114+17.3% | 加碼 |
| JPMorgan Chase & Co | 100,836 | $1,044 萬 | 0.00% | +29,056+40.5% | 加碼 |
| Renaissance Technologies LLC | 100,700 | $1,042 萬 | 0.01% | +28,200+38.9% | 加碼 |
| Principal Financial Group Inc | 96,654 | $1,001 萬 | 0.01% | +86,749+875.8% | 加碼 |
| Northwest & Ethical Investments L.P. | 92,008 | $952.5 萬 | 0.28% | +92,008 | 新進 |
| Prudential Financial Inc | 89,453 | $943.5 萬 | 0.01% | +73,009+444.0% | 加碼 |
| Voloridge Investment Management, LLC | 88,515 | $916.3 萬 | 0.05% | +19,324+27.9% | 加碼 |
| Rhumbline Advisers | 84,827 | $878.1 萬 | 0.01% | −2,889−3.3% | 減碼 |
| Invesco Ltd. | 82,968 | $859.0 萬 | 0.00% | +6,719+8.8% | 加碼 |
| Rheos Capital Works Inc. | 81,500 | $843.7 萬 | 0.37% | +81,500 | 新進 |
| Man Group plc | 76,022 | $787.0 萬 | 0.03% | +15,581+25.8% | 加碼 |
| California State Teachers Retirement System | 70,690 | $731.8 萬 | 0.01% | +991+1.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 70,653 | $731.3 萬 | 0.01% | +70,653 | 新進 |
| Crawford Investment Counsel Inc | 70,256 | $727.3 萬 | 0.14% | −9,910−12.4% | 減碼 |
| Deutsche Bank AG | 67,846 | $702.4 萬 | 0.00% | +22,425+49.4% | 加碼 |
| Mutual of America Capital Management LLC | 67,620 | $700.0 萬 | 0.07% | −632−0.9% | 減碼 |
| Assenagon Asset Management S.A. | 65,461 | $677.7 萬 | 0.03% | +65,461 | 新進 |
| Barclays PLC | 65,211 | $675.0 萬 | 0.00% | +38,781+146.7% | 加碼 |
| Raymond James & Associates | 64,999 | $672.9 萬 | 0.01% | −15,438−19.2% | 減碼 |
| UBS Asset Management Americas Inc | 64,195 | $664.5 萬 | 0.00% | −1,757−2.7% | 減碼 |
| Spectrum Management Group, LLC | 64,159 | $664.2 萬 | 0.96% | +21,361+49.9% | 加碼 |
| Stifel Financial Corp | 64,149 | $664.1 萬 | 0.01% | −14,570−18.5% | 減碼 |
| NFJ Investment Group, LLC | 57,369 | $593.9 萬 | 0.11% | −12,046−17.4% | 減碼 |
| ClariVest Asset Management LLC | 57,157 | $591.7 萬 | 0.18% | +57,157 | 新進 |
| BNP Paribas Arbitrage, SA | 56,771 | $587.7 萬 | 0.01% | +44,108+348.3% | 加碼 |
| Segall Bryant & Hamill, LLC | 56,559 | $585.5 萬 | 0.05% | +2,632+4.9% | 加碼 |
| Pictet Asset Management SA | 56,393 | $583.8 萬 | 0.01% | +986+1.8% | 加碼 |
| Weil Company, Inc. | 55,659 | $576.2 萬 | 2.69% | −8,677−13.5% | 減碼 |
| Artemis Investment Management LLP | 54,721 | $565.9 萬 | 0.04% | −21,280−28.0% | 減碼 |
| Canada Pension Plan Investment Board | 54,020 | $559.2 萬 | 0.01% | +54,020 | 新進 |
| Public Employees Retirement System of Ohio | 50,861 | $526.5 萬 | 0.02% | −18,284−26.4% | 減碼 |
| Royal Bank of Canada | 50,594 | $523.7 萬 | 0.00% | +17,552+53.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 50,511 | $523.0 萬 | 0.00% | +43,602+631.1% | 加碼 |
| Credit Suisse AG | 47,661 | $493.4 萬 | 0.00% | −1,905−3.8% | 減碼 |
| Legal & General Group Plc | 47,393 | $490.6 萬 | 0.00% | +3,419+7.8% | 加碼 |
| Summit Global Investments | 45,469 | $470.7 萬 | 0.30% | −7,672−14.4% | 減碼 |