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 |
|---|---|---|---|---|---|
| Grandeur Peak Global Advisors, LLC | 43,313 | $448.4 萬 | 0.20% | −43,151−49.9% | 減碼 |
| Triasima Portfolio Management inc. | 43,280 | $448.0 萬 | 0.22% | −4,760−9.9% | 減碼 |
| STRS Ohio | 42,700 | $442.0 萬 | 0.02% | −8,100−15.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 42,186 | $436.7 萬 | 0.06% | +3,247+8.3% | 加碼 |
| Argent Capital Management LLC | 42,046 | $435.3 萬 | 0.13% | +653+1.6% | 加碼 |
| Fiera Capital Corp | 41,693 | $431.6 萬 | 0.01% | +41,693 | 新進 |
| ExodusPoint Capital Management, LP | 41,453 | $429.1 萬 | 0.05% | +41,453 | 新進 |
| Los Angeles Capital Management LLC | 41,269 | $427.2 萬 | 0.02% | +38,229+1,257.5% | 加碼 |
| FineMark National Bank & Trust | 41,088 | $425.3 萬 | 0.16% | +188+0.5% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 39,871 | $412.7 萬 | 2.39% | −1,386−3.4% | 減碼 |
| O'Shares Investment Advisers, LLC | 35,166 | $364.0 萬 | 0.26% | +1,026+3.0% | 加碼 |
| Swedbank AB | 35,000 | $361.4 萬 | 0.01% | 00.0% | 不變 |
| Seizert Capital Partners, LLC | 34,617 | $358.4 萬 | 0.16% | +14,794+74.6% | 加碼 |
| Truist Financial Corp | 34,298 | $355.0 萬 | 0.01% | −5,223−13.2% | 減碼 |
| Mondrian Investment Partners LTD | 33,542 | $347.2 萬 | 0.07% | −24,393−42.1% | 減碼 |
| First Republic Investment Management, Inc. | 31,298 | $324.0 萬 | 0.01% | −892−2.8% | 減碼 |
| Advisor Group Holdings, Inc. | 31,181 | $322.9 萬 | 0.01% | +546+1.8% | 加碼 |
| HighTower Advisors, LLC | 29,318 | $303.3 萬 | 0.01% | −3,086−9.5% | 減碼 |
| State of New Jersey Common Pension Fund D | 28,794 | $298.1 萬 | 0.01% | −1,629−5.4% | 減碼 |
| American International Group, Inc. | 27,153 | $281.1 萬 | 0.01% | −813−2.9% | 減碼 |
| Castellan Group, LLC | 27,070 | $280.2 萬 | 1.94% | +27,070 | 新進 |
| Occudo Quantitative Strategies LP | 26,845 | $277.9 萬 | 0.25% | +15,002+126.7% | 加碼 |
| Citigroup Inc | 26,070 | $269.9 萬 | 0.00% | +2,080+8.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 25,818 | $267.3 萬 | 0.00% | −112−0.4% | 減碼 |
| Baird Financial Group, Inc. | 25,736 | $266.4 萬 | 0.01% | −853−3.2% | 減碼 |
| US Bancorp | 25,611 | $265.2 萬 | 0.00% | +2,252+9.6% | 加碼 |
| Duality Advisers, LP | 25,494 | $263.9 萬 | 0.29% | +25,494 | 新進 |
| Virginia Retirement Systems Et Al | 25,300 | $261.9 萬 | 0.02% | −100−0.4% | 減碼 |
| LPL Financial LLC | 25,203 | $260.9 萬 | 0.00% | +5,005+24.8% | 加碼 |
| Harbor Advisors LLC | 25,000 | $258.8 萬 | 0.48% | 00.0% | 不變 |
| Regions Financial Corp | 23,869 | $247.1 萬 | 0.02% | +585+2.5% | 加碼 |
| Aviva PLC | 23,740 | $245.8 萬 | 0.01% | +4,771+25.2% | 加碼 |
| Qube Research & Technologies Ltd | 23,276 | $241.0 萬 | 0.02% | +20,705+805.3% | 加碼 |
| Martingale Asset Management L P | 23,213 | $240.5 萬 | 0.03% | −3,495−13.1% | 減碼 |
| Whittier Trust Co | 22,292 | $230.8 萬 | 0.04% | +735+3.4% | 加碼 |
| Fifth Third Bancorp | 21,932 | $227.0 萬 | 0.01% | +186+0.9% | 加碼 |
| AXA S.A. | 21,100 | $218.4 萬 | 0.01% | +3,100+17.2% | 加碼 |
| AlphaCrest Capital Management LLC | 21,092 | $218.3 萬 | 0.08% | +21,092 | 新進 |
| Cannell Peter B & Co Inc | 19,600 | $202.9 萬 | 0.06% | 00.0% | 不變 |
| 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 |
| Voya Investment Management LLC | 19,456 | $201.4 萬 | 0.00% | −628−3.1% | 減碼 |
| Renaissance Group LLC | 18,512 | $191.6 萬 | 0.08% | +794+4.5% | 加碼 |
| Davenport & Co LLC | 18,373 | $190.2 萬 | 0.01% | −5,558−23.2% | 減碼 |
| Bank of Montreal | 17,884 | $187.9 萬 | 0.00% | +751+4.4% | 加碼 |
| Taylor Frigon Capital Management LLC | 17,976 | $186.1 萬 | 0.58% | +86+0.5% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 17,819 | $184.5 萬 | 0.39% | −5,421−23.3% | 減碼 |
| MetLife Investment Management | 17,606 | $182.3 萬 | 0.01% | 00.0% | 不變 |
| SG Americas Securities, LLC | 17,218 | $178.2 萬 | 0.01% | −11,831−40.7% | 減碼 |
| AE Wealth Management LLC | 16,355 | $169.3 萬 | 0.01% | +70+0.4% | 加碼 |
| Paragon Advisors, LLC | 16,225 | $168.0 萬 | 0.82% | +16,225 | 新進 |
| MML Investors Services, LLC | 15,831 | $163.9 萬 | 0.01% | +288+1.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 15,817 | $163.7 萬 | 0.06% | +100+0.6% | 加碼 |
| Bokf, NA | 15,741 | $162.9 萬 | 0.03% | −1,216−7.2% | 減碼 |
| ProShare Advisors LLC | 15,546 | $160.9 萬 | 0.00% | +4,639+42.5% | 加碼 |
| Teamwork Financial Advisors, LLC | 15,335 | $158.7 萬 | 0.29% | −642−4.0% | 減碼 |
| AQR Capital Management LLC | 14,992 | $155.2 萬 | 0.00% | +5,885+64.6% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 14,759 | $152.8 萬 | 0.00% | +742+5.3% | 加碼 |
| Janus Henderson Group PLC | 14,677 | $152.0 萬 | 0.00% | +2,318+18.8% | 加碼 |
| Glenmede Trust Co NA | 14,645 | $151.5 萬 | 0.01% | −22−0.1% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,178 | $146.7 萬 | 0.12% | −4,246−23.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 13,818 | $143.0 萬 | 0.00% | −292−2.1% | 減碼 |
| NN Investment Partners Holdings N.V. | 13,694 | $141.7 萬 | 0.01% | −3,806−21.7% | 減碼 |
| Atria Investments LLC | 13,650 | $141.3 萬 | 0.03% | −1,557−10.2% | 減碼 |
| Arizona State Retirement System | 13,637 | $141.2 萬 | 0.01% | −367−2.6% | 減碼 |
| Metropolitan Life Insurance Co | 12,944 | $134.0 萬 | 0.02% | −427−3.2% | 減碼 |
| Geneos Wealth Management Inc. | 12,938 | $133.9 萬 | 0.05% | +1,006+8.4% | 加碼 |
| Alpine Woods Capital Investors, LLC | 12,927 | $133.8 萬 | 0.13% | −2,049−13.7% | 減碼 |
| Squarepoint Ops LLC | 12,583 | $130.3 萬 | 0.01% | −3,810−23.2% | 減碼 |
| Jackson Creek Investment Advisors LLC | 11,952 | $123.7 萬 | 0.44% | −834−6.5% | 減碼 |
| Capital Impact Advisors, LLC | 11,937 | $123.6 萬 | 0.85% | 00.0% | 不變 |
| American Century Companies Inc | 11,532 | $119.4 萬 | 0.00% | +5,211+82.4% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 11,444 | $118.5 萬 | 0.06% | +11,444 | 新進 |
| Ergoteles LLC | 11,039 | $114.3 萬 | 0.04% | −33,010−74.9% | 減碼 |
| Illinois Municipal Retirement Fund | 11,009 | $114.0 萬 | 0.03% | +2,476+29.0% | 加碼 |
| Paloma Partners Management Co | 10,901 | $112.8 萬 | 0.04% | +10,901 | 新進 |
| Alberta Investment Management Corp | 10,863 | $112.5 萬 | 0.01% | +10,863 | 新進 |
| Two Sigma Advisers, LP | 10,600 | $109.7 萬 | 0.00% | +8,300+360.9% | 加碼 |
| Tudor Investment Corp Et Al | 10,337 | $107.0 萬 | 0.02% | −16,899−62.0% | 減碼 |
| Kingsview Wealth Management, LLC | 10,021 | $103.7 萬 | 0.04% | +10,021 | 新進 |
| Brookfield Asset Management Inc. | 9,826 | $101.7 萬 | 0.00% | +9,826 | 新進 |
| Teacher Retirement System of Texas | 9,772 | $101.2 萬 | 0.00% | +1,473+17.7% | 加碼 |
| Whittier Trust Co of Nevada Inc | 9,665 | $100.1 萬 | 0.04% | +1,009+11.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 9,623 | $99.6 萬 | 0.02% | −2,604−21.3% | 減碼 |
| Laurel Wealth Advisors, Inc. | 9,590 | $99.3 萬 | 0.08% | +6,720+234.1% | 加碼 |
| Handelsbanken Fonder AB | 9,458 | $97.9 萬 | 0.00% | 00.0% | 不變 |
| Park Avenue Securities LLC | 9,238 | $95.6 萬 | 0.02% | +3,217+53.4% | 加碼 |
| Mountain Capital Investment Advisors, Inc | 7,845 | $92.6 萬 | 0.42% | +994+14.5% | 加碼 |
| Amalgamated Bank | 8,691 | $90.0 萬 | 0.01% | −93−1.1% | 減碼 |
| Prudential PLC | 8,396 | $86.9 萬 | 0.01% | −270−3.1% | 減碼 |
| Private Advisor Group, LLC | 8,274 | $85.6 萬 | 0.01% | +1,812+28.0% | 加碼 |
| Twin Tree Management, LP | 8,161 | $84.5 萬 | 0.02% | −5,630−40.8% | 減碼 |
| Connable Office Inc | 8,124 | $84.1 萬 | 0.11% | −299−3.5% | 減碼 |
| Versor Investments LP | 7,973 | $82.5 萬 | 0.02% | +2,773+53.3% | 加碼 |
| Exchange Traded Concepts, LLC | 7,820 | $81.0 萬 | 0.02% | +7,265+1,309.0% | 加碼 |
| Natixis | 7,671 | $79.4 萬 | 0.00% | −400−5.0% | 減碼 |
| Victory Capital Management Inc | 7,655 | $79.2 萬 | 0.00% | +5,073+196.5% | 加碼 |
| Integrated Investment Consultants, LLC | 7,615 | $78.8 萬 | 0.21% | −7−0.1% | 減碼 |
| Commerce Bank | 7,569 | $78.3 萬 | 0.01% | −8−0.1% | 減碼 |
| Susquehanna International Group, LLP | 7,198 | $74.5 萬 | 0.00% | +3,997+124.9% | 加碼 |