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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 232,248 | $2,404 萬 | 0.01% | −21,125−8.3% | 減碼 |
| Natixis Advisors, L.P. | 244,086 | $2,527 萬 | 0.10% | −59,490−19.6% | 減碼 |
| Emerald Advisers, LLC | 246,862 | $2,556 萬 | 0.94% | −4,861−1.9% | 減碼 |
| Ancora Advisors, LLC | 247,334 | $2,560 萬 | 0.61% | −25,602−9.4% | 減碼 |
| Schroder Investment Management Group | 255,243 | $2,642 萬 | 0.04% | −398,524−61.0% | 減碼 |
| GWM Advisors LLC | 267,904 | $2,773 萬 | 0.42% | +21,487+8.7% | 加碼 |
| FMR LLC | 280,715 | $2,906 萬 | 0.00% | −3,936−1.4% | 減碼 |
| UBS Group AG | 284,121 | $2,941 萬 | 0.01% | +15,552+5.8% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 285,537 | $2,956 萬 | 2.06% | +12,778+4.7% | 加碼 |
| Thrivent Financial for Lutherans | 287,552 | $2,977 萬 | 0.06% | 00.0% | 不變 |
| Emerald Mutual Fund Advisers Trust | 290,850 | $3,011 萬 | 1.06% | −7,840−2.6% | 減碼 |
| Citadel Advisors LLC | 326,737 | $3,382 萬 | 0.04% | −151,870−31.7% | 減碼 |
| Bank of New York Mellon Corp | 336,053 | $3,479 萬 | 0.01% | −21,041−5.9% | 減碼 |
| SEI Investments Co | 352,898 | $3,652 萬 | 0.07% | +38,675+12.3% | 加碼 |
| Jennison Associates LLC | 409,919 | $4,244 萬 | 0.03% | −10,355−2.5% | 減碼 |
| Goldman Sachs Group Inc | 423,541 | $4,385 萬 | 0.01% | −199,614−32.0% | 減碼 |
| Charles Schwab Investment Management Inc | 433,181 | $4,484 萬 | 0.01% | +7,955+1.9% | 加碼 |
| Norges Bank | 446,269 | $4,620 萬 | 0.01% | +54,234+13.8% | 加碼 |
| New York State Common Retirement Fund | 446,801 | $4,625 萬 | 0.05% | −75,874−14.5% | 減碼 |
| Atlanta Capital Management Co L L C | 502,761 | $5,205 萬 | 0.18% | −269,588−34.9% | 減碼 |
| Franklin Resources Inc | 571,417 | $5,915 萬 | 0.02% | −32,975−5.5% | 減碼 |
| GW&K Investment Management, LLC | 574,276 | $5,945 萬 | 0.50% | −3,783−0.7% | 減碼 |
| Clearbridge Investments, LLC | 606,984 | $6,284 萬 | 0.04% | +93,435+18.2% | 加碼 |
| Wells Fargo & Company | 682,827 | $7,069 萬 | 0.02% | −111,723−14.1% | 減碼 |
| First Trust Advisors LP | 716,196 | $7,414 萬 | 0.07% | −41,680−5.5% | 減碼 |
| Nordea Investment Management AB | 733,621 | $7,572 萬 | 0.09% | +40,147+5.8% | 加碼 |
| Dimensional Fund Advisors LP | 762,571 | $7,894 萬 | 0.02% | +6,260+0.8% | 加碼 |
| Northern Trust Corp | 797,642 | $8,257 萬 | 0.01% | −45,324−5.4% | 減碼 |
| Ameriprise Financial Inc | 970,073 | $1.00 億 | 0.03% | −203,335−17.3% | 減碼 |
| Geode Capital Management, LLC | 991,875 | $1.03 億 | 0.01% | +11,883+1.2% | 加碼 |
| Van Berkom & Associates Inc. | 1,092,868 | $1.13 億 | 3.34% | −139,815−11.3% | 減碼 |
| State Street Corp | 1,120,572 | $1.16 億 | 0.01% | +53,550+5.0% | 加碼 |
| Fiduciary Management Inc | 1,145,413 | $1.19 億 | 0.87% | −455,165−28.4% | 減碼 |
| Neuberger Berman Group LLC | 1,173,877 | $1.21 億 | 0.10% | −92,376−7.3% | 減碼 |
| Bamco Inc | 1,303,376 | $1.35 億 | 0.29% | −9,496−0.7% | 減碼 |
| Price T Rowe Associates Inc | 1,396,358 | $1.45 億 | 0.01% | −27,750−1.9% | 減碼 |
| Bank of America Corp | 1,404,749 | $1.45 億 | 0.02% | −4,209−0.3% | 減碼 |
| Burgundy Asset Management Ltd. | 1,635,112 | $1.69 億 | 1.65% | +19,253+1.2% | 加碼 |
| Alliancebernstein L.P. | 2,452,504 | $2.54 億 | 0.09% | +860,727+54.1% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,901,012 | $3.00 億 | 0.69% | −633,313−17.9% | 減碼 |
| Earnest Partners LLC | 3,573,806 | $3.70 億 | 2.13% | −98,216−2.7% | 減碼 |
| BlackRock Inc. | 3,894,591 | $4.03 億 | 0.01% | −253,300−6.1% | 減碼 |
| Vanguard Group Inc | 5,132,876 | $5.31 億 | 0.01% | +115,611+2.3% | 加碼 |
| Eagle Bay Advisors LLC | 1 | – | – | 00.0% | 不變 |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −142,238−100.0% | 清倉 |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −129,064−100.0% | 清倉 |
| Interval Partners, LP | 0 | $0 | 0.00% | −32,506−100.0% | 清倉 |
| WBI Investments | 0 | $0 | 0.00% | −27,041−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −22,113−100.0% | 清倉 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −20,400−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −16,881−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −11,846−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −11,738−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −9,691−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −6,716−100.0% | 清倉 |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −5,520−100.0% | 清倉 |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −4,046−100.0% | 清倉 |
| Sawgrass Asset Management LLC | 0 | $0 | 0.00% | −4,032−100.0% | 清倉 |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −3,879−100.0% | 清倉 |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −3,575−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −2,981−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,532−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −2,310−100.0% | 清倉 |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,260−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,200−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −486−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −499−100.0% | 清倉 |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −257−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −249−100.0% | 清倉 |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −110−100.0% | 清倉 |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −52−100.0% | 清倉 |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −68−100.0% | 清倉 |
| BBVA USA | – | – | – | – | 本季未申報 |