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 |
|---|---|---|---|---|---|
| Haverford Financial Services, Inc. | 7,185 | $74.4 萬 | 0.17% | −4,970−40.9% | 減碼 |
| PDT Partners, LLC | 7,133 | $73.8 萬 | 0.06% | +7,133 | 新進 |
| HSBC Holdings PLC | 6,970 | $72.2 萬 | 0.00% | +1,797+34.7% | 加碼 |
| Wealthspire Advisors, LLC | 6,682 | $69.2 萬 | 0.02% | +6,682 | 新進 |
| Verition Fund Management LLC | 6,509 | $67.4 萬 | 0.01% | +6,509 | 新進 |
| Origin Asset Management LLP | 6,453 | $66.8 萬 | 0.16% | 00.0% | 不變 |
| IndexIQ Advisors LLC | 6,350 | $65.7 萬 | 0.02% | −410−6.1% | 減碼 |
| Asset Management One Co.,Ltd. | 6,102 | $64.0 萬 | 0.00% | −556−8.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,136 | $63.5 萬 | 0.00% | +1,003+19.5% | 加碼 |
| Public Employees Retirement Association of Colorado | 6,007 | $62.2 萬 | 0.00% | 00.0% | 不變 |
| Insight Folios Inc | 5,996 | $62.1 萬 | 0.29% | +366+6.5% | 加碼 |
| Caxton Associates LP | 5,901 | $61.1 萬 | 0.08% | +5,901 | 新進 |
| Meristem Family Wealth, LLC | 5,600 | $58.0 萬 | 0.05% | 00.0% | 不變 |
| FourThought Financial, LLC | 5,436 | $56.3 萬 | 0.07% | −359−6.2% | 減碼 |
| Intrust Bank NA | 5,392 | $55.8 萬 | 0.07% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 5,294 | $54.8 萬 | 0.02% | +365+7.4% | 加碼 |
| Brookstone Capital Management | 4,857 | $54.1 萬 | 0.01% | −1,208−19.9% | 減碼 |
| BCJ Capital Management, LLC | 5,199 | $53.8 萬 | 0.05% | −1,267−19.6% | 減碼 |
| Rockefeller Capital Management L.P. | 4,896 | $50.6 萬 | 0.00% | −95−1.9% | 減碼 |
| Resources Management Corp | 4,831 | $50.0 萬 | 0.07% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 4,795 | $49.6 萬 | 0.06% | +530+12.4% | 加碼 |
| James Investment Research Inc | 4,700 | $48.7 萬 | 0.04% | 00.0% | 不變 |
| Voya Financial Advisors, Inc. | 4,693 | $48.5 萬 | 0.05% | +35+0.8% | 加碼 |
| Ci Investments Inc. | 4,661 | $48.3 萬 | 0.00% | +2,435+109.4% | 加碼 |
| Millennium Management LLC | 4,643 | $48.1 萬 | 0.00% | −21,273−82.1% | 減碼 |
| Gyon Technologies Capital Management, LP | 4,628 | $47.9 萬 | 0.09% | +4,628 | 新進 |
| Galvin, Gaustad & Stein, LLC | 4,520 | $46.8 萬 | 0.04% | −237−5.0% | 減碼 |
| New York State Teachers Retirement System | 4,400 | $45.5 萬 | 0.00% | +4,400 | 新進 |
| VELA Investment Management, LLC | 4,366 | $45.2 萬 | 0.30% | +4,366 | 新進 |
| GW Henssler & Associates Ltd | 4,278 | $44.3 萬 | 0.03% | +4,278 | 新進 |
| Campbell & CO Investment Adviser LLC | 4,200 | $43.5 萬 | 0.15% | +4,200 | 新進 |
| Alps Advisors Inc | 4,133 | $42.8 萬 | 0.00% | +54+1.3% | 加碼 |
| Graham Capital Management, L.P. | 4,118 | $42.6 萬 | 0.02% | +4,118 | 新進 |
| FDx Advisors, Inc. | 3,952 | $40.9 萬 | 0.01% | +1,645+71.3% | 加碼 |
| State of Wyoming | 3,932 | $40.8 萬 | 0.19% | +945+31.6% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 3,900 | $40.4 萬 | 0.02% | +199+5.4% | 加碼 |
| Mackenzie Financial Corp | 3,686 | $38.2 萬 | 0.00% | −238−6.1% | 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 |
| Great West Life Assurance Co | 3,647 | $37.6 萬 | 0.00% | −373−9.3% | 減碼 |
| Two Sigma Securities, LLC | 3,479 | $36.0 萬 | 0.07% | +3,479 | 新進 |
| SkyOak Wealth, LLC | 3,447 | $35.7 萬 | 0.09% | −49−1.4% | 減碼 |
| Wellington Management Group LLP | 3,374 | $34.9 萬 | 0.00% | +3,374 | 新進 |
| Wealth Alliance | 3,324 | $34.4 萬 | 0.07% | −1,085−24.6% | 減碼 |
| National Asset Management, Inc. | 3,272 | $33.9 萬 | 0.01% | +230+7.6% | 加碼 |
| First Bank & Trust | 3,130 | $32.4 萬 | 0.14% | +340+12.2% | 加碼 |
| Fulton Bank, N.A. | 3,108 | $32.1 萬 | 0.01% | −54−1.7% | 減碼 |
| Twinbeech Capital LP | 3,071 | $31.8 萬 | 0.02% | +3,071 | 新進 |
| C M Bidwell & Associates Ltd | 3,055 | $31.6 萬 | 0.19% | +2,830+1,257.8% | 加碼 |
| Riverwater Partners LLC | 3,019 | $31.3 萬 | 0.28% | +3,019 | 新進 |
| Moloney Securities Asset Management, LLC | 2,996 | $31.0 萬 | 0.05% | −271−8.3% | 減碼 |
| CIBC Asset Management Inc | 2,950 | $30.5 萬 | 0.00% | +110+3.9% | 加碼 |
| Brinker Capital Investments, LLC | 2,799 | $29.0 萬 | 0.00% | −29,368−91.3% | 減碼 |
| State of Wisconsin Investment Board | 2,800 | $29.0 萬 | 0.00% | +2,800 | 新進 |
| Advisory Services Network, LLC | 2,798 | $28.9 萬 | 0.01% | −210−7.0% | 減碼 |
| Dynamic Technology Lab Private Ltd | 2,747 | $28.4 萬 | 0.03% | +2,747 | 新進 |
| Proequities, Inc. | 2,619 | $27.1 萬 | 0.02% | +74+2.9% | 加碼 |
| Ensign Peak Advisors, Inc | 2,595 | $26.9 萬 | 0.00% | +2,595 | 新進 |
| Captrust Financial Advisors | 2,491 | $25.8 萬 | 0.00% | −459−15.6% | 減碼 |
| YorkBridge Wealth Partners, LLC | 2,490 | $25.8 萬 | 0.06% | +2,490 | 新進 |
| Xponance, Inc. | 2,420 | $25.1 萬 | 0.00% | +18+0.7% | 加碼 |
| CWM Advisors, LLC | 2,414 | $25.0 萬 | 0.03% | −28−1.1% | 減碼 |
| Janney Montgomery Scott LLC | 2,346 | $24.3 萬 | 0.00% | +2,346 | 新進 |
| Johnson Financial Group, Inc. | 2,430 | $21.9 萬 | 0.01% | +2,430 | 新進 |
| Kestra Advisory Services, LLC | 2,100 | $21.7 萬 | 0.00% | −386−15.5% | 減碼 |
| Profund Advisors LLC | 2,083 | $21.6 萬 | 0.01% | +2,083 | 新進 |
| Stratos Wealth Advisors, LLC | 2,024 | $21.0 萬 | 0.02% | +2,024 | 新進 |
| Loews Corp | 2,000 | $20.7 萬 | 0.00% | +2,000 | 新進 |
| Quantamental Technologies LLC | 1,983 | $20.5 萬 | 0.10% | +1,983 | 新進 |
| Alphasimplex Group, LLC | 1,971 | $20.4 萬 | 0.35% | −6,434−76.5% | 減碼 |
| Wolverine Trading, LLC | 1,968 | $20.3 萬 | 0.00% | +1,968 | 新進 |
| Resources Investment Advisors, LLC. | 1,946 | $20.1 萬 | 0.01% | +1,946 | 新進 |
| Nisa Investment Advisors, LLC | 1,600 | $17.0 萬 | 0.00% | 00.0% | 不變 |
| Scissortail Wealth Management, LLC | 1,502 | $15.5 萬 | 0.06% | +1,502 | 新進 |
| Harbor Investment Advisory, LLC | 1,478 | $15.3 萬 | 0.02% | 00.0% | 不變 |
| Huntington National Bank | 1,389 | $14.4 萬 | 0.00% | −319−18.7% | 減碼 |
| Macquarie Group Ltd | 1,370 | $14.2 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,370 | $14.2 萬 | 0.00% | +1,370 | 新進 |
| FinTrust Capital Advisors, LLC | 1,300 | $13.5 萬 | 0.03% | 00.0% | 不變 |
| Van Eck Associates Corp | 1,278 | $13.2 萬 | 0.00% | +122+10.6% | 加碼 |
| Okabena Investment Services Inc | 1,259 | $13.0 萬 | 0.05% | +1,259 | 新進 |
| DuPont Capital Management Corp | 1,026 | $10.6 萬 | 0.00% | +1,026 | 新進 |
| Covestor Ltd | 1,000 | $10.4 萬 | 0.15% | +1,000 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 1,000 | $10.3 萬 | 0.00% | +20+2.0% | 加碼 |
| Anchor Investment Management, LLC | 965 | $9.99 萬 | 0.01% | 00.0% | 不變 |
| Castleview Partners, LLC | 10,248 | $9.90 萬 | 0.00% | +10,248 | 新進 |
| Evoke Wealth, LLC | 900 | $9.30 萬 | 0.00% | 00.0% | 不變 |
| Private Capital Group, LLC | 849 | $8.80 萬 | 0.02% | −1−0.1% | 減碼 |
| Meeder Asset Management Inc | 844 | $8.70 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 746 | $7.70 萬 | 0.00% | +54+7.8% | 加碼 |
| Assetmark, Inc | 710 | $7.30 萬 | 0.00% | 00.0% | 不變 |
| FIL Ltd | 700 | $7.20 萬 | 0.00% | −12,718−94.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 576 | $6.00 萬 | 0.00% | −3,899−87.1% | 減碼 |
| Lazard Asset Management LLC | 549 | $5.60 萬 | 0.00% | +259+89.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 518 | $5.40 萬 | 0.00% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 464 | $4.80 萬 | 0.00% | +464 | 新進 |
| American Portfolios Advisors | 395 | $4.09 萬 | 0.00% | −5,604−93.4% | 減碼 |
| Fortitude Advisory Group L.L.C. | 373 | $3.90 萬 | 0.02% | +373 | 新進 |
| Jackson, Grant Investment Advisers, Inc. | 353 | $3.70 萬 | 0.02% | 00.0% | 不變 |