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 |
|---|---|---|---|---|---|
| SkyOak Wealth, LLC | 3,447 | $35.7 萬 | 0.09% | −49−1.4% | 減碼 |
| Two Sigma Securities, LLC | 3,479 | $36.0 萬 | 0.07% | +3,479 | 新進 |
| Great West Life Assurance Co | 3,647 | $37.6 萬 | 0.00% | −373−9.3% | 減碼 |
| Formidable Asset Management, LLC | 3,640 | $37.7 萬 | 0.07% | −437−10.7% | 減碼 |
| Toroso Investments, LLC | 3,640 | $37.7 萬 | 0.01% | −437−10.7% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,642 | $37.7 萬 | 0.00% | +3,642 | 新進 |
| Mackenzie Financial Corp | 3,686 | $38.2 萬 | 0.00% | −238−6.1% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 3,900 | $40.4 萬 | 0.02% | +199+5.4% | 加碼 |
| State of Wyoming | 3,932 | $40.8 萬 | 0.19% | +945+31.6% | 加碼 |
| FDx Advisors, Inc. | 3,952 | $40.9 萬 | 0.01% | +1,645+71.3% | 加碼 |
| Graham Capital Management, L.P. | 4,118 | $42.6 萬 | 0.02% | +4,118 | 新進 |
| Alps Advisors Inc | 4,133 | $42.8 萬 | 0.00% | +54+1.3% | 加碼 |
| Campbell & CO Investment Adviser LLC | 4,200 | $43.5 萬 | 0.15% | +4,200 | 新進 |
| GW Henssler & Associates Ltd | 4,278 | $44.3 萬 | 0.03% | +4,278 | 新進 |
| VELA Investment Management, LLC | 4,366 | $45.2 萬 | 0.30% | +4,366 | 新進 |
| New York State Teachers Retirement System | 4,400 | $45.5 萬 | 0.00% | +4,400 | 新進 |
| Galvin, Gaustad & Stein, LLC | 4,520 | $46.8 萬 | 0.04% | −237−5.0% | 減碼 |
| Gyon Technologies Capital Management, LP | 4,628 | $47.9 萬 | 0.09% | +4,628 | 新進 |
| Millennium Management LLC | 4,643 | $48.1 萬 | 0.00% | −21,273−82.1% | 減碼 |
| Ci Investments Inc. | 4,661 | $48.3 萬 | 0.00% | +2,435+109.4% | 加碼 |
| Voya Financial Advisors, Inc. | 4,693 | $48.5 萬 | 0.05% | +35+0.8% | 加碼 |
| James Investment Research Inc | 4,700 | $48.7 萬 | 0.04% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 4,795 | $49.6 萬 | 0.06% | +530+12.4% | 加碼 |
| Resources Management Corp | 4,831 | $50.0 萬 | 0.07% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 4,896 | $50.6 萬 | 0.00% | −95−1.9% | 減碼 |
| BCJ Capital Management, LLC | 5,199 | $53.8 萬 | 0.05% | −1,267−19.6% | 減碼 |
| Brookstone Capital Management | 4,857 | $54.1 萬 | 0.01% | −1,208−19.9% | 減碼 |
| Moneta Group Investment Advisors LLC | 5,294 | $54.8 萬 | 0.02% | +365+7.4% | 加碼 |
| Intrust Bank NA | 5,392 | $55.8 萬 | 0.07% | 00.0% | 不變 |
| FourThought Financial, LLC | 5,436 | $56.3 萬 | 0.07% | −359−6.2% | 減碼 |
| Meristem Family Wealth, LLC | 5,600 | $58.0 萬 | 0.05% | 00.0% | 不變 |
| Caxton Associates LP | 5,901 | $61.1 萬 | 0.08% | +5,901 | 新進 |
| Insight Folios Inc | 5,996 | $62.1 萬 | 0.29% | +366+6.5% | 加碼 |
| Public Employees Retirement Association of Colorado | 6,007 | $62.2 萬 | 0.00% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,136 | $63.5 萬 | 0.00% | +1,003+19.5% | 加碼 |
| Asset Management One Co.,Ltd. | 6,102 | $64.0 萬 | 0.00% | −556−8.4% | 減碼 |
| IndexIQ Advisors LLC | 6,350 | $65.7 萬 | 0.02% | −410−6.1% | 減碼 |
| Origin Asset Management LLP | 6,453 | $66.8 萬 | 0.16% | 00.0% | 不變 |
| Verition Fund Management LLC | 6,509 | $67.4 萬 | 0.01% | +6,509 | 新進 |
| Wealthspire Advisors, LLC | 6,682 | $69.2 萬 | 0.02% | +6,682 | 新進 |
| HSBC Holdings PLC | 6,970 | $72.2 萬 | 0.00% | +1,797+34.7% | 加碼 |
| PDT Partners, LLC | 7,133 | $73.8 萬 | 0.06% | +7,133 | 新進 |
| Haverford Financial Services, Inc. | 7,185 | $74.4 萬 | 0.17% | −4,970−40.9% | 減碼 |
| Susquehanna International Group, LLP | 7,198 | $74.5 萬 | 0.00% | +3,997+124.9% | 加碼 |
| Commerce Bank | 7,569 | $78.3 萬 | 0.01% | −8−0.1% | 減碼 |
| Integrated Investment Consultants, LLC | 7,615 | $78.8 萬 | 0.21% | −7−0.1% | 減碼 |
| Victory Capital Management Inc | 7,655 | $79.2 萬 | 0.00% | +5,073+196.5% | 加碼 |
| Natixis | 7,671 | $79.4 萬 | 0.00% | −400−5.0% | 減碼 |
| Exchange Traded Concepts, LLC | 7,820 | $81.0 萬 | 0.02% | +7,265+1,309.0% | 加碼 |
| Versor Investments LP | 7,973 | $82.5 萬 | 0.02% | +2,773+53.3% | 加碼 |
| Connable Office Inc | 8,124 | $84.1 萬 | 0.11% | −299−3.5% | 減碼 |
| Twin Tree Management, LP | 8,161 | $84.5 萬 | 0.02% | −5,630−40.8% | 減碼 |
| Private Advisor Group, LLC | 8,274 | $85.6 萬 | 0.01% | +1,812+28.0% | 加碼 |
| Prudential PLC | 8,396 | $86.9 萬 | 0.01% | −270−3.1% | 減碼 |
| Amalgamated Bank | 8,691 | $90.0 萬 | 0.01% | −93−1.1% | 減碼 |
| Mountain Capital Investment Advisors, Inc | 7,845 | $92.6 萬 | 0.42% | +994+14.5% | 加碼 |
| Park Avenue Securities LLC | 9,238 | $95.6 萬 | 0.02% | +3,217+53.4% | 加碼 |
| Handelsbanken Fonder AB | 9,458 | $97.9 萬 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Advisors, Inc. | 9,590 | $99.3 萬 | 0.08% | +6,720+234.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 9,623 | $99.6 萬 | 0.02% | −2,604−21.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 9,665 | $100.1 萬 | 0.04% | +1,009+11.7% | 加碼 |
| Teacher Retirement System of Texas | 9,772 | $101.2 萬 | 0.00% | +1,473+17.7% | 加碼 |
| Brookfield Asset Management Inc. | 9,826 | $101.7 萬 | 0.00% | +9,826 | 新進 |
| Kingsview Wealth Management, LLC | 10,021 | $103.7 萬 | 0.04% | +10,021 | 新進 |
| Tudor Investment Corp Et Al | 10,337 | $107.0 萬 | 0.02% | −16,899−62.0% | 減碼 |
| Two Sigma Advisers, LP | 10,600 | $109.7 萬 | 0.00% | +8,300+360.9% | 加碼 |
| Alberta Investment Management Corp | 10,863 | $112.5 萬 | 0.01% | +10,863 | 新進 |
| Paloma Partners Management Co | 10,901 | $112.8 萬 | 0.04% | +10,901 | 新進 |
| Illinois Municipal Retirement Fund | 11,009 | $114.0 萬 | 0.03% | +2,476+29.0% | 加碼 |
| Ergoteles LLC | 11,039 | $114.3 萬 | 0.04% | −33,010−74.9% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 11,444 | $118.5 萬 | 0.06% | +11,444 | 新進 |
| American Century Companies Inc | 11,532 | $119.4 萬 | 0.00% | +5,211+82.4% | 加碼 |
| Capital Impact Advisors, LLC | 11,937 | $123.6 萬 | 0.85% | 00.0% | 不變 |
| Jackson Creek Investment Advisors LLC | 11,952 | $123.7 萬 | 0.44% | −834−6.5% | 減碼 |
| Squarepoint Ops LLC | 12,583 | $130.3 萬 | 0.01% | −3,810−23.2% | 減碼 |
| Alpine Woods Capital Investors, LLC | 12,927 | $133.8 萬 | 0.13% | −2,049−13.7% | 減碼 |
| Geneos Wealth Management Inc. | 12,938 | $133.9 萬 | 0.05% | +1,006+8.4% | 加碼 |
| Metropolitan Life Insurance Co | 12,944 | $134.0 萬 | 0.02% | −427−3.2% | 減碼 |
| Arizona State Retirement System | 13,637 | $141.2 萬 | 0.01% | −367−2.6% | 減碼 |
| Atria Investments LLC | 13,650 | $141.3 萬 | 0.03% | −1,557−10.2% | 減碼 |
| NN Investment Partners Holdings N.V. | 13,694 | $141.7 萬 | 0.01% | −3,806−21.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 13,818 | $143.0 萬 | 0.00% | −292−2.1% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,178 | $146.7 萬 | 0.12% | −4,246−23.0% | 減碼 |
| Glenmede Trust Co NA | 14,645 | $151.5 萬 | 0.01% | −22−0.1% | 減碼 |
| Janus Henderson Group PLC | 14,677 | $152.0 萬 | 0.00% | +2,318+18.8% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 14,759 | $152.8 萬 | 0.00% | +742+5.3% | 加碼 |
| AQR Capital Management LLC | 14,992 | $155.2 萬 | 0.00% | +5,885+64.6% | 加碼 |
| Teamwork Financial Advisors, LLC | 15,335 | $158.7 萬 | 0.29% | −642−4.0% | 減碼 |
| ProShare Advisors LLC | 15,546 | $160.9 萬 | 0.00% | +4,639+42.5% | 加碼 |
| Bokf, NA | 15,741 | $162.9 萬 | 0.03% | −1,216−7.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 15,817 | $163.7 萬 | 0.06% | +100+0.6% | 加碼 |
| MML Investors Services, LLC | 15,831 | $163.9 萬 | 0.01% | +288+1.9% | 加碼 |
| Paragon Advisors, LLC | 16,225 | $168.0 萬 | 0.82% | +16,225 | 新進 |
| AE Wealth Management LLC | 16,355 | $169.3 萬 | 0.01% | +70+0.4% | 加碼 |
| SG Americas Securities, LLC | 17,218 | $178.2 萬 | 0.01% | −11,831−40.7% | 減碼 |
| MetLife Investment Management | 17,606 | $182.3 萬 | 0.01% | 00.0% | 不變 |
| Intercontinental Wealth Advisors, LLC | 17,819 | $184.5 萬 | 0.39% | −5,421−23.3% | 減碼 |
| Taylor Frigon Capital Management LLC | 17,976 | $186.1 萬 | 0.58% | +86+0.5% | 加碼 |
| Bank of Montreal | 17,884 | $187.9 萬 | 0.00% | +751+4.4% | 加碼 |
| Davenport & Co LLC | 18,373 | $190.2 萬 | 0.01% | −5,558−23.2% | 減碼 |