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 |
|---|---|---|---|---|---|
| Renaissance Group LLC | 18,512 | $191.6 萬 | 0.08% | +794+4.5% | 加碼 |
| Voya Investment Management LLC | 19,456 | $201.4 萬 | 0.00% | −628−3.1% | 減碼 |
| Cna Financial Corp | 19,531 | $202.2 萬 | 0.53% | −1,310−6.3% | 減碼 |
| Engineers Gate Manager LP | 19,536 | $202.2 萬 | 0.09% | +16,374+517.8% | 加碼 |
| Cannell Peter B & Co Inc | 19,600 | $202.9 萬 | 0.06% | 00.0% | 不變 |
| AlphaCrest Capital Management LLC | 21,092 | $218.3 萬 | 0.08% | +21,092 | 新進 |
| AXA S.A. | 21,100 | $218.4 萬 | 0.01% | +3,100+17.2% | 加碼 |
| Fifth Third Bancorp | 21,932 | $227.0 萬 | 0.01% | +186+0.9% | 加碼 |
| Whittier Trust Co | 22,292 | $230.8 萬 | 0.04% | +735+3.4% | 加碼 |
| Martingale Asset Management L P | 23,213 | $240.5 萬 | 0.03% | −3,495−13.1% | 減碼 |
| Qube Research & Technologies Ltd | 23,276 | $241.0 萬 | 0.02% | +20,705+805.3% | 加碼 |
| Aviva PLC | 23,740 | $245.8 萬 | 0.01% | +4,771+25.2% | 加碼 |
| Regions Financial Corp | 23,869 | $247.1 萬 | 0.02% | +585+2.5% | 加碼 |
| Harbor Advisors LLC | 25,000 | $258.8 萬 | 0.48% | 00.0% | 不變 |
| LPL Financial LLC | 25,203 | $260.9 萬 | 0.00% | +5,005+24.8% | 加碼 |
| Virginia Retirement Systems Et Al | 25,300 | $261.9 萬 | 0.02% | −100−0.4% | 減碼 |
| Duality Advisers, LP | 25,494 | $263.9 萬 | 0.29% | +25,494 | 新進 |
| US Bancorp | 25,611 | $265.2 萬 | 0.00% | +2,252+9.6% | 加碼 |
| Baird Financial Group, Inc. | 25,736 | $266.4 萬 | 0.01% | −853−3.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 25,818 | $267.3 萬 | 0.00% | −112−0.4% | 減碼 |
| Citigroup Inc | 26,070 | $269.9 萬 | 0.00% | +2,080+8.7% | 加碼 |
| Occudo Quantitative Strategies LP | 26,845 | $277.9 萬 | 0.25% | +15,002+126.7% | 加碼 |
| Castellan Group, LLC | 27,070 | $280.2 萬 | 1.94% | +27,070 | 新進 |
| American International Group, Inc. | 27,153 | $281.1 萬 | 0.01% | −813−2.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 28,794 | $298.1 萬 | 0.01% | −1,629−5.4% | 減碼 |
| HighTower Advisors, LLC | 29,318 | $303.3 萬 | 0.01% | −3,086−9.5% | 減碼 |
| Advisor Group Holdings, Inc. | 31,181 | $322.9 萬 | 0.01% | +546+1.8% | 加碼 |
| First Republic Investment Management, Inc. | 31,298 | $324.0 萬 | 0.01% | −892−2.8% | 減碼 |
| Mondrian Investment Partners LTD | 33,542 | $347.2 萬 | 0.07% | −24,393−42.1% | 減碼 |
| Truist Financial Corp | 34,298 | $355.0 萬 | 0.01% | −5,223−13.2% | 減碼 |
| Seizert Capital Partners, LLC | 34,617 | $358.4 萬 | 0.16% | +14,794+74.6% | 加碼 |
| Swedbank AB | 35,000 | $361.4 萬 | 0.01% | 00.0% | 不變 |
| O'Shares Investment Advisers, LLC | 35,166 | $364.0 萬 | 0.26% | +1,026+3.0% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 39,871 | $412.7 萬 | 2.39% | −1,386−3.4% | 減碼 |
| FineMark National Bank & Trust | 41,088 | $425.3 萬 | 0.16% | +188+0.5% | 加碼 |
| Los Angeles Capital Management LLC | 41,269 | $427.2 萬 | 0.02% | +38,229+1,257.5% | 加碼 |
| ExodusPoint Capital Management, LP | 41,453 | $429.1 萬 | 0.05% | +41,453 | 新進 |
| Fiera Capital Corp | 41,693 | $431.6 萬 | 0.01% | +41,693 | 新進 |
| Argent Capital Management LLC | 42,046 | $435.3 萬 | 0.13% | +653+1.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 42,186 | $436.7 萬 | 0.06% | +3,247+8.3% | 加碼 |
| STRS Ohio | 42,700 | $442.0 萬 | 0.02% | −8,100−15.9% | 減碼 |
| Triasima Portfolio Management inc. | 43,280 | $448.0 萬 | 0.22% | −4,760−9.9% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 43,313 | $448.4 萬 | 0.20% | −43,151−49.9% | 減碼 |
| Summit Global Investments | 45,469 | $470.7 萬 | 0.30% | −7,672−14.4% | 減碼 |
| Legal & General Group Plc | 47,393 | $490.6 萬 | 0.00% | +3,419+7.8% | 加碼 |
| Credit Suisse AG | 47,661 | $493.4 萬 | 0.00% | −1,905−3.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 50,511 | $523.0 萬 | 0.00% | +43,602+631.1% | 加碼 |
| Royal Bank of Canada | 50,594 | $523.7 萬 | 0.00% | +17,552+53.1% | 加碼 |
| Public Employees Retirement System of Ohio | 50,861 | $526.5 萬 | 0.02% | −18,284−26.4% | 減碼 |
| Canada Pension Plan Investment Board | 54,020 | $559.2 萬 | 0.01% | +54,020 | 新進 |
| Artemis Investment Management LLP | 54,721 | $565.9 萬 | 0.04% | −21,280−28.0% | 減碼 |
| Weil Company, Inc. | 55,659 | $576.2 萬 | 2.69% | −8,677−13.5% | 減碼 |
| Pictet Asset Management SA | 56,393 | $583.8 萬 | 0.01% | +986+1.8% | 加碼 |
| Segall Bryant & Hamill, LLC | 56,559 | $585.5 萬 | 0.05% | +2,632+4.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 56,771 | $587.7 萬 | 0.01% | +44,108+348.3% | 加碼 |
| ClariVest Asset Management LLC | 57,157 | $591.7 萬 | 0.18% | +57,157 | 新進 |
| NFJ Investment Group, LLC | 57,369 | $593.9 萬 | 0.11% | −12,046−17.4% | 減碼 |
| Stifel Financial Corp | 64,149 | $664.1 萬 | 0.01% | −14,570−18.5% | 減碼 |
| Spectrum Management Group, LLC | 64,159 | $664.2 萬 | 0.96% | +21,361+49.9% | 加碼 |
| UBS Asset Management Americas Inc | 64,195 | $664.5 萬 | 0.00% | −1,757−2.7% | 減碼 |
| Raymond James & Associates | 64,999 | $672.9 萬 | 0.01% | −15,438−19.2% | 減碼 |
| Barclays PLC | 65,211 | $675.0 萬 | 0.00% | +38,781+146.7% | 加碼 |
| Assenagon Asset Management S.A. | 65,461 | $677.7 萬 | 0.03% | +65,461 | 新進 |
| Mutual of America Capital Management LLC | 67,620 | $700.0 萬 | 0.07% | −632−0.9% | 減碼 |
| Deutsche Bank AG | 67,846 | $702.4 萬 | 0.00% | +22,425+49.4% | 加碼 |
| Crawford Investment Counsel Inc | 70,256 | $727.3 萬 | 0.14% | −9,910−12.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 70,653 | $731.3 萬 | 0.01% | +70,653 | 新進 |
| California State Teachers Retirement System | 70,690 | $731.8 萬 | 0.01% | +991+1.4% | 加碼 |
| Man Group plc | 76,022 | $787.0 萬 | 0.03% | +15,581+25.8% | 加碼 |
| Rheos Capital Works Inc. | 81,500 | $843.7 萬 | 0.37% | +81,500 | 新進 |
| Invesco Ltd. | 82,968 | $859.0 萬 | 0.00% | +6,719+8.8% | 加碼 |
| Rhumbline Advisers | 84,827 | $878.1 萬 | 0.01% | −2,889−3.3% | 減碼 |
| Voloridge Investment Management, LLC | 88,515 | $916.3 萬 | 0.05% | +19,324+27.9% | 加碼 |
| Prudential Financial Inc | 89,453 | $943.5 萬 | 0.01% | +73,009+444.0% | 加碼 |
| Northwest & Ethical Investments L.P. | 92,008 | $952.5 萬 | 0.28% | +92,008 | 新進 |
| Principal Financial Group Inc | 96,654 | $1,001 萬 | 0.01% | +86,749+875.8% | 加碼 |
| Renaissance Technologies LLC | 100,700 | $1,042 萬 | 0.01% | +28,200+38.9% | 加碼 |
| JPMorgan Chase & Co | 100,836 | $1,044 萬 | 0.00% | +29,056+40.5% | 加碼 |
| Russell Investments Group, Ltd. | 102,549 | $1,061 萬 | 0.02% | +15,114+17.3% | 加碼 |
| West Coast Financial LLC | 110,173 | $1,141 萬 | 1.63% | −1,373−1.2% | 減碼 |
| Pier Capital, LLC | 110,779 | $1,147 萬 | 1.21% | −49,432−30.9% | 減碼 |
| Swiss National Bank | 111,536 | $1,155 萬 | 0.01% | −2,000−1.8% | 減碼 |
| Cubist Systematic Strategies, LLC | 114,015 | $1,180 萬 | 0.11% | +114,015 | 新進 |
| GHP Investment Advisors, Inc. | 116,675 | $1,208 萬 | 0.86% | +1,485+1.3% | 加碼 |
| California Public Employees Retirement System | 116,697 | $1,208 萬 | 0.01% | −2,265−1.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 119,774 | $1,240 萬 | 0.02% | +1,050+0.9% | 加碼 |
| Ariel Investments, LLC | 125,341 | $1,298 萬 | 0.11% | −184,468−59.5% | 減碼 |
| Nuveen Asset Management, LLC | 154,821 | $1,603 萬 | 0.00% | −15,912−9.3% | 減碼 |
| Acadian Asset Management LLC | 163,345 | $1,690 萬 | 0.06% | +135,129+478.9% | 加碼 |
| Montanaro Asset Management Ltd | 165,000 | $1,708 萬 | 1.72% | −20,300−11.0% | 減碼 |
| Eagle Asset Management Inc | 170,928 | $1,765 萬 | 0.08% | −61,611−26.5% | 減碼 |
| Parametric Portfolio Associates LLC | 173,075 | $1,792 萬 | 0.01% | +6,183+3.7% | 加碼 |
| Vestcor Inc | 180,795 | $1,872 萬 | 0.66% | +39,782+28.2% | 加碼 |
| Polen Capital Management LLC | 182,141 | $1,886 萬 | 0.03% | +36,745+25.3% | 加碼 |
| Flputnam Investment Management Co | 183,485 | $1,899 萬 | 0.58% | −387−0.2% | 減碼 |
| Federated Hermes, Inc. | 186,487 | $1,931 萬 | 0.04% | +120,906+184.4% | 加碼 |
| Morgan Stanley | 196,867 | $2,038 萬 | 0.00% | +5,992+3.1% | 加碼 |
| Royce & Associates LP | 209,376 | $2,168 萬 | 0.16% | −137,913−39.7% | 減碼 |
| Robeco Institutional Asset Management B.V. | 225,649 | $2,336 萬 | 0.05% | +23,367+11.6% | 加碼 |
| Eaton Vance Management | 227,209 | $2,352 萬 | 0.03% | −290.0% | 減碼 |