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。
2022 年第 1 季 13F 持有人
Houlihan Lokey, Inc. 在 2022/3/31 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
- 343
- 較 2021 年第 4 季 +1 家
- 持有股數
- 5,027 萬
- 較 2021 年第 4 季 −7.74 萬 (−0.2%)
- 總市值
- $44.2 億
- 較 2021 年第 4 季 −$7.93 億 (−15.2%)
- 新進機構
- 47
- 另有 136 家加碼
- 清倉機構
- 46
- 另有 120 家減碼
另有 2 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,042,914 | $4.43 億 | 0.01% | −89,962−1.8% | 減碼 |
| BlackRock Inc. | 3,707,014 | $3.25 億 | 0.01% | −187,577−4.8% | 減碼 |
| Earnest Partners LLC | 3,519,698 | $3.09 億 | 1.83% | −54,108−1.5% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,914,244 | $2.56 億 | 0.68% | +13,232+0.5% | 加碼 |
| Alliancebernstein L.P. | 2,502,906 | $2.20 億 | 0.08% | +50,402+2.1% | 加碼 |
| Burgundy Asset Management Ltd. | 1,587,860 | $1.39 億 | 1.48% | −47,252−2.9% | 減碼 |
| Bank of America Corp | 1,414,349 | $1.24 億 | 0.01% | +9,600+0.7% | 加碼 |
| Price T Rowe Associates Inc | 1,398,417 | $1.23 億 | 0.01% | +2,059+0.1% | 加碼 |
| Bamco Inc | 1,300,976 | $1.14 億 | 0.28% | −2,400−0.2% | 減碼 |
| Neuberger Berman Group LLC | 1,144,161 | $1.00 億 | 0.09% | −29,716−2.5% | 減碼 |
| State Street Corp | 1,107,322 | $9,722 萬 | 0.00% | −13,250−1.2% | 減碼 |
| Geode Capital Management, LLC | 1,076,740 | $9,457 萬 | 0.01% | +84,865+8.6% | 加碼 |
| Fiduciary Management Inc | 991,164 | $8,702 萬 | 0.70% | −154,249−13.5% | 減碼 |
| Ameriprise Financial Inc | 821,319 | $7,211 萬 | 0.02% | −148,754−15.3% | 減碼 |
| Dimensional Fund Advisors LP | 802,394 | $7,046 萬 | 0.02% | +39,823+5.2% | 加碼 |
| First Trust Advisors LP | 774,565 | $6,801 萬 | 0.07% | +58,369+8.1% | 加碼 |
| Northern Trust Corp | 771,677 | $6,775 萬 | 0.01% | −25,965−3.3% | 減碼 |
| Wells Fargo & Company | 766,232 | $6,728 萬 | 0.02% | +83,405+12.2% | 加碼 |
| Van Berkom & Associates Inc. | 740,941 | $6,506 萬 | 2.33% | −351,927−32.2% | 減碼 |
| Nordea Investment Management AB | 625,471 | $5,673 萬 | 0.07% | −108,150−14.7% | 減碼 |
| Clearbridge Investments, LLC | 606,984 | $5,329 萬 | 0.04% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 571,114 | $5,014 萬 | 0.45% | −3,162−0.6% | 減碼 |
| Schroder Investment Management Group | 546,206 | $4,955 萬 | 0.07% | +290,963+114.0% | 加碼 |
| Goldman Sachs Group Inc | 539,143 | $4,734 萬 | 0.01% | +115,602+27.3% | 加碼 |
| Franklin Resources Inc | 507,830 | $4,459 萬 | 0.02% | −63,587−11.1% | 減碼 |
| Atlanta Capital Management Co L L C | 499,374 | $4,385 萬 | 0.16% | −3,387−0.7% | 減碼 |
| New York State Common Retirement Fund | 446,847 | $3,923 萬 | 0.04% | +460.0% | 加碼 |
| Federated Hermes, Inc. | 445,846 | $3,915 萬 | 0.09% | +259,359+139.1% | 加碼 |
| Norges Bank | 443,777 | $3,896 萬 | 0.01% | −2,492−0.6% | 減碼 |
| Charles Schwab Investment Management Inc | 439,475 | $3,859 萬 | 0.01% | +6,294+1.5% | 加碼 |
| Jennison Associates LLC | 422,072 | $3,706 萬 | 0.03% | +12,153+3.0% | 加碼 |
| SEI Investments Co | 390,187 | $3,425 萬 | 0.07% | +37,289+10.6% | 加碼 |
| Bank of New York Mellon Corp | 336,450 | $2,954 萬 | 0.01% | +397+0.1% | 加碼 |
| GWM Advisors LLC | 302,927 | $2,660 萬 | 0.46% | +35,023+13.1% | 加碼 |
| Thrivent Financial for Lutherans | 296,821 | $2,606 萬 | 0.05% | +9,269+3.2% | 加碼 |
| Morgan Stanley | 296,055 | $2,599 萬 | 0.00% | +99,188+50.4% | 加碼 |
| FMR LLC | 286,101 | $2,512 萬 | 0.00% | +5,386+1.9% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 283,080 | $2,485 萬 | 1.85% | −2,457−0.9% | 減碼 |
| Robeco Institutional Asset Management B.V. | 269,100 | $2,363 萬 | 0.06% | +43,451+19.3% | 加碼 |
| Natixis Advisors, L.P. | 261,761 | $2,298 萬 | 0.09% | +17,675+7.2% | 加碼 |
| Eaton Vance Management | 245,973 | $2,160 萬 | 0.02% | +18,764+8.3% | 加碼 |
| Envestnet Asset Management Inc | 242,375 | $2,128 萬 | 0.01% | +10,127+4.4% | 加碼 |
| Emerald Advisers, LLC | 237,470 | $2,085 萬 | 0.79% | −9,392−3.8% | 減碼 |
| Ancora Advisors, LLC | 234,039 | $2,055 萬 | 0.50% | −13,295−5.4% | 減碼 |
| Acadian Asset Management LLC | 224,537 | $1,970 萬 | 0.08% | +61,192+37.5% | 加碼 |
| UBS Group AG | 217,124 | $1,906 萬 | 0.01% | −66,997−23.6% | 減碼 |
| Parametric Portfolio Associates LLC | 208,968 | $1,835 萬 | 0.01% | +35,893+20.7% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 202,111 | $1,775 萬 | 0.78% | −88,739−30.5% | 減碼 |
| Royce & Associates LP | 200,097 | $1,757 萬 | 0.15% | −9,279−4.4% | 減碼 |
| Flputnam Investment Management Co | 180,133 | $1,582 萬 | 0.50% | −3,352−1.8% | 減碼 |
| Polen Capital Management LLC | 174,617 | $1,533 萬 | 0.03% | −7,524−4.1% | 減碼 |
| Eagle Asset Management Inc | 163,764 | $1,438 萬 | 0.07% | −7,164−4.2% | 減碼 |
| Nuveen Asset Management, LLC | 153,516 | $1,419 萬 | 0.00% | −1,305−0.8% | 減碼 |
| Russell Investments Group, Ltd. | 159,894 | $1,411 萬 | 0.02% | +57,345+55.9% | 加碼 |
| Jacobs Levy Equity Management, Inc | 151,761 | $1,333 萬 | 0.09% | +151,761 | 新進 |
| Vestcor Inc | 138,726 | $1,218 萬 | 0.42% | −42,069−23.3% | 減碼 |
| Renaissance Technologies LLC | 135,100 | $1,186 萬 | 0.01% | +34,400+34.2% | 加碼 |
| Deutsche Bank AG | 131,481 | $1,154 萬 | 0.01% | +63,635+93.8% | 加碼 |
| Ariel Investments, LLC | 126,117 | $1,107 萬 | 0.10% | +776+0.6% | 加碼 |
| Swiss National Bank | 120,536 | $1,058 萬 | 0.01% | +9,000+8.1% | 加碼 |
| Lombard Odier Asset Management (Europe) Ltd | 118,500 | $1,040 萬 | 0.40% | +118,500 | 新進 |
| GHP Investment Advisors, Inc. | 118,419 | $1,040 萬 | 0.68% | +1,744+1.5% | 加碼 |
| JPMorgan Chase & Co | 117,793 | $1,034 萬 | 0.00% | +16,957+16.8% | 加碼 |
| California Public Employees Retirement System | 115,003 | $1,010 萬 | 0.01% | −1,694−1.5% | 減碼 |
| Montanaro Asset Management Ltd | 112,500 | $987.8 萬 | 1.22% | −52,500−31.8% | 減碼 |
| Millennium Management LLC | 111,982 | $983.2 萬 | 0.01% | +107,339+2,311.8% | 加碼 |
| West Coast Financial LLC | 111,655 | $980.3 萬 | 1.51% | +1,482+1.3% | 加碼 |
| Pier Capital, LLC | 109,624 | $962.5 萬 | 1.23% | −1,155−1.0% | 減碼 |
| Spectrum Management Group, LLC | 100,005 | $878.0 萬 | 1.39% | +35,846+55.9% | 加碼 |
| Northwest & Ethical Investments L.P. | 83,364 | $731.9 萬 | 0.23% | −8,644−9.4% | 減碼 |
| Man Group plc | 83,214 | $730.6 萬 | 0.03% | +7,192+9.5% | 加碼 |
| Rheos Capital Works Inc. | 81,500 | $715.6 萬 | 0.34% | 00.0% | 不變 |
| Franklin, Parlapiano, Turner & Welch, LLC | 80,331 | $705.3 萬 | 2.10% | +80,331 | 新進 |
| Rhumbline Advisers | 79,059 | $694.1 萬 | 0.01% | −5,768−6.8% | 減碼 |
| Cubist Systematic Strategies, LLC | 77,013 | $676.2 萬 | 0.06% | −37,002−32.5% | 減碼 |
| First Republic Investment Management, Inc. | 71,448 | $627.3 萬 | 0.01% | +40,150+128.3% | 加碼 |
| Lazard Asset Management LLC | 70,569 | $619.5 萬 | 0.01% | +70,020+12,754.1% | 加碼 |
| Crawford Investment Counsel Inc | 69,906 | $613.8 萬 | 0.12% | −350−0.5% | 減碼 |
| Principal Financial Group Inc | 69,485 | $610.1 萬 | 0.00% | −27,169−28.1% | 減碼 |
| UBS Asset Management Americas Inc | 68,594 | $602.3 萬 | 0.00% | +4,399+6.9% | 加碼 |
| California State Teachers Retirement System | 65,350 | $573.8 萬 | 0.01% | −5,340−7.6% | 減碼 |
| Mutual of America Capital Management LLC | 64,802 | $569.0 萬 | 0.06% | −2,818−4.2% | 減碼 |
| AXA S.A. | 64,500 | $566.3 萬 | 0.02% | +43,400+205.7% | 加碼 |
| Stifel Financial Corp | 63,299 | $555.7 萬 | 0.01% | −850−1.3% | 減碼 |
| Voloridge Investment Management, LLC | 63,006 | $553.2 萬 | 0.03% | −25,509−28.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 61,767 | $542.3 萬 | 0.01% | −8,886−12.6% | 減碼 |
| Invesco Ltd. | 57,150 | $501.8 萬 | 0.00% | −25,818−31.1% | 減碼 |
| ClariVest Asset Management LLC | 57,157 | $501.7 萬 | 0.20% | 00.0% | 不變 |
| Segall Bryant & Hamill, LLC | 56,702 | $498.0 萬 | 0.05% | +143+0.3% | 加碼 |
| Raymond James & Associates | 54,912 | $482.1 萬 | 0.00% | −10,087−15.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 54,139 | $475.3 萬 | 0.01% | −65,635−54.8% | 減碼 |
| STRS Ohio | 53,500 | $469.7 萬 | 0.02% | +10,800+25.3% | 加碼 |
| NFJ Investment Group, LLC | 53,186 | $467.0 萬 | 0.09% | −4,183−7.3% | 減碼 |
| Credit Suisse AG | 51,434 | $451.6 萬 | 0.00% | +3,773+7.9% | 加碼 |
| Triasima Portfolio Management inc. | 50,535 | $443.7 萬 | 0.21% | +7,255+16.8% | 加碼 |
| Public Employees Retirement System of Ohio | 50,122 | $440.1 萬 | 0.02% | −739−1.5% | 減碼 |
| Magnetar Financial LLC | 48,295 | $424.0 萬 | 0.05% | +48,295 | 新進 |
| Legal & General Group Plc | 47,834 | $420.0 萬 | 0.00% | +441+0.9% | 加碼 |
| Royal Bank of Canada | 46,378 | $407.2 萬 | 0.00% | −4,216−8.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 44,798 | $393.4 萬 | 0.00% | −5,713−11.3% | 減碼 |