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 |
|---|---|---|---|---|---|
| Galvin, Gaustad & Stein, LLC | 3,802 | $33.4 萬 | 0.03% | −718−15.9% | 減碼 |
| Formidable Asset Management, LLC | 3,882 | $34.1 萬 | 0.07% | +242+6.6% | 加碼 |
| YorkBridge Wealth Partners, LLC | 3,887 | $34.1 萬 | 0.07% | +1,397+56.1% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 3,963 | $34.8 萬 | 0.08% | +3,963 | 新進 |
| Moneta Group Investment Advisors LLC | 3,998 | $35.1 萬 | 0.01% | −1,296−24.5% | 減碼 |
| State of Wyoming | 4,004 | $35.2 萬 | 0.18% | +72+1.8% | 加碼 |
| Sawgrass Asset Management LLC | 4,202 | $36.9 萬 | 0.04% | +4,202 | 新進 |
| Great West Life Assurance Co | 4,010 | $37.3 萬 | 0.00% | +363+10.0% | 加碼 |
| Twin Tree Management, LP | 4,285 | $37.6 萬 | 0.01% | −3,876−47.5% | 減碼 |
| GW Henssler & Associates Ltd | 4,283 | $37.6 萬 | 0.02% | +5+0.1% | 加碼 |
| Equitable Trust Co | 4,396 | $38.6 萬 | 0.02% | +4,396 | 新進 |
| IndexIQ Advisors LLC | 4,423 | $38.8 萬 | 0.01% | −1,927−30.3% | 減碼 |
| New York State Teachers Retirement System | 4,500 | $39.5 萬 | 0.00% | +100+2.3% | 加碼 |
| Clare Market Investments LLC | 4,500 | $39.5 萬 | 0.13% | +4,500 | 新進 |
| James Investment Research Inc | 4,712 | $41.4 萬 | 0.04% | +12+0.3% | 加碼 |
| Resources Management Corp | 4,931 | $43.3 萬 | 0.06% | +100+2.1% | 加碼 |
| Rockefeller Capital Management L.P. | 4,952 | $43.4 萬 | 0.00% | +56+1.1% | 加碼 |
| FDx Advisors, Inc. | 5,101 | $44.8 萬 | 0.02% | +1,149+29.1% | 加碼 |
| Brookstone Capital Management | 5,629 | $46.2 萬 | 0.01% | +772+15.9% | 加碼 |
| Jane Street Group, LLC | 5,258 | $46.2 萬 | 0.00% | +5,258 | 新進 |
| Intrust Bank NA | 5,302 | $46.5 萬 | 0.06% | −90−1.7% | 減碼 |
| Susquehanna International Group, LLP | 5,343 | $46.9 萬 | 0.00% | −1,855−25.8% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 5,446 | $47.8 萬 | 0.00% | −9,313−63.1% | 減碼 |
| Toroso Investments, LLC | 5,451 | $47.9 萬 | 0.01% | +1,811+49.8% | 加碼 |
| FourThought Financial, LLC | 5,592 | $49.1 萬 | 0.06% | +156+2.9% | 加碼 |
| Meristem Family Wealth, LLC | 5,600 | $49.2 萬 | 0.05% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 5,700 | $50.0 萬 | 0.00% | +3,354+143.0% | 加碼 |
| SG Americas Securities, LLC | 5,818 | $51.1 萬 | 0.00% | −11,400−66.2% | 減碼 |
| Naples Global Advisors, LLC | 5,815 | $51.1 萬 | 0.06% | +1,020+21.3% | 加碼 |
| Hirtle Callaghan & Co LLC | 5,834 | $51.2 萬 | 0.02% | +5,834 | 新進 |
| Public Employees Retirement Association of Colorado | 6,007 | $52.7 萬 | 0.00% | 00.0% | 不變 |
| Origin Asset Management LLP | 6,453 | $56.7 萬 | 0.19% | 00.0% | 不變 |
| BCJ Capital Management, LLC | 6,481 | $56.9 萬 | 0.05% | +1,282+24.7% | 加碼 |
| Capital Impact Advisors, LLC | 6,586 | $57.8 萬 | 0.42% | −5,351−44.8% | 減碼 |
| Paloma Partners Management Co | 6,613 | $58.1 萬 | 0.04% | −4,288−39.3% | 減碼 |
| Verition Fund Management LLC | 6,778 | $59.5 萬 | 0.01% | +269+4.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,851 | $60.2 萬 | 0.00% | +715+11.7% | 加碼 |
| Meeder Asset Management Inc | 7,166 | $62.8 萬 | 0.03% | +6,322+749.1% | 加碼 |
| Two Sigma Advisers, LP | 7,200 | $63.2 萬 | 0.00% | −3,400−32.1% | 減碼 |
| Pearl River Capital, LLC | 7,300 | $64.1 萬 | 0.18% | +7,300 | 新進 |
| Duality Advisers, LP | 7,336 | $64.4 萬 | 0.07% | −18,158−71.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 7,499 | $65.8 萬 | 0.01% | −2,124−22.1% | 減碼 |
| Victory Capital Management Inc | 7,897 | $65.8 萬 | 0.00% | +242+3.2% | 加碼 |
| Commerce Bank | 7,559 | $66.4 萬 | 0.00% | −10−0.1% | 減碼 |
| Integrated Investment Consultants, LLC | 7,801 | $68.5 萬 | 0.19% | +186+2.4% | 加碼 |
| Guggenheim Capital LLC | 7,794 | $68.5 萬 | 0.00% | +7,794 | 新進 |
| Amalgamated Bank | 8,084 | $71.0 萬 | 0.01% | −607−7.0% | 減碼 |
| Amalgamated Financial Corp. | 8,084 | $71.0 萬 | 0.01% | +8,084 | 新進 |
| Connable Office Inc | 8,124 | $71.3 萬 | 0.10% | 00.0% | 不變 |
| Algert Global LLC | 8,116 | $71.3 萬 | 0.05% | +8,116 | 新進 |
| VELA Investment Management, LLC | 8,331 | $73.1 萬 | 0.46% | +3,965+90.8% | 加碼 |
| Prudential PLC | 8,631 | $75.8 萬 | 0.01% | +235+2.8% | 加碼 |
| Citadel Advisors LLC | 8,692 | $76.3 萬 | 0.00% | −318,045−97.3% | 減碼 |
| Versor Investments LP | 9,280 | $81.5 萬 | 0.03% | +1,307+16.4% | 加碼 |
| Schonfeld Strategic Advisors LLC | 9,300 | $81.7 萬 | 0.01% | +9,300 | 新進 |
| Handelsbanken Fonder AB | 9,458 | $83.0 萬 | 0.00% | 00.0% | 不變 |
| FORA Capital, LLC | 9,649 | $87.5 萬 | 0.16% | +9,649 | 新進 |
| Park Avenue Securities LLC | 10,279 | $90.2 萬 | 0.02% | +1,041+11.3% | 加碼 |
| Teacher Retirement System of Texas | 10,442 | $91.7 萬 | 0.00% | +670+6.9% | 加碼 |
| Illinois Municipal Retirement Fund | 11,009 | $96.7 萬 | 0.03% | 00.0% | 不變 |
| NN Investment Partners Holdings N.V. | 11,200 | $98.4 萬 | 0.01% | −2,494−18.2% | 減碼 |
| Laurel Wealth Advisors, Inc. | 11,440 | $100.4 萬 | 0.08% | +1,850+19.3% | 加碼 |
| Whittier Trust Co of Nevada Inc | 11,531 | $101.2 萬 | 0.04% | +1,866+19.3% | 加碼 |
| Ensign Peak Advisors, Inc | 11,540 | $101.3 萬 | 0.00% | +8,945+344.7% | 加碼 |
| Caxton Associates LP | 11,842 | $104.0 萬 | 0.10% | +5,941+100.7% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,885 | $104.3 萬 | 0.09% | −2,293−16.2% | 減碼 |
| HRT Financial LP | 12,516 | $109.8 萬 | 0.01% | +12,516 | 新進 |
| Citigroup Inc | 12,701 | $111.5 萬 | 0.00% | −13,369−51.3% | 減碼 |
| Jackson Creek Investment Advisors LLC | 12,758 | $112.0 萬 | 0.41% | +806+6.7% | 加碼 |
| Panagora Asset Management Inc | 12,929 | $113.5 萬 | 0.01% | +12,929 | 新進 |
| Alpine Woods Capital Investors, LLC | 12,935 | $113.6 萬 | 0.12% | +8+0.1% | 加碼 |
| Capital Fund Management S.A. | 13,150 | $115.5 萬 | 0.03% | +13,150 | 新進 |
| Kingsview Wealth Management, LLC | 13,266 | $116.5 萬 | 0.05% | +3,245+32.4% | 加碼 |
| Teamwork Financial Advisors, LLC | 13,696 | $120.2 萬 | 0.22% | −1,639−10.7% | 減碼 |
| Arizona State Retirement System | 13,786 | $121.0 萬 | 0.01% | +149+1.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 13,818 | $121.3 萬 | 0.00% | 00.0% | 不變 |
| ProShare Advisors LLC | 13,891 | $121.9 萬 | 0.00% | −1,655−10.6% | 減碼 |
| Janus Henderson Group PLC | 14,071 | $123.5 萬 | 0.00% | −606−4.1% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 14,230 | $124.9 萬 | 0.11% | +14,230 | 新進 |
| HSBC Holdings PLC | 14,512 | $128.3 萬 | 0.00% | +7,542+108.2% | 加碼 |
| AE Wealth Management LLC | 14,674 | $128.8 萬 | 0.01% | −1,681−10.3% | 減碼 |
| Atria Investments LLC | 14,972 | $131.5 萬 | 0.02% | +1,322+9.7% | 加碼 |
| Cannell Peter B & Co Inc | 15,320 | $134.5 萬 | 0.04% | −4,280−21.8% | 減碼 |
| Alberta Investment Management Corp | 15,449 | $135.6 萬 | 0.01% | +4,586+42.2% | 加碼 |
| Bokf, NA | 15,469 | $135.8 萬 | 0.02% | −272−1.7% | 減碼 |
| Geneos Wealth Management Inc. | 15,598 | $136.9 萬 | 0.06% | +2,660+20.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 15,817 | $138.9 萬 | 0.05% | 00.0% | 不變 |
| Occudo Quantitative Strategies LP | 16,125 | $141.6 萬 | 0.12% | −10,720−39.9% | 減碼 |
| AQR Capital Management LLC | 16,177 | $142.0 萬 | 0.00% | +1,185+7.9% | 加碼 |
| Empowered Funds, LLC | 16,426 | $144.2 萬 | 0.16% | +16,426 | 新進 |
| MML Investors Services, LLC | 16,507 | $144.9 萬 | 0.01% | +676+4.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 16,345 | $147.7 萬 | 0.00% | +16,345 | 新進 |
| Cim, LLC | 18,744 | $153.9 萬 | 0.29% | +18,744 | 新進 |
| Taylor Frigon Capital Management LLC | 17,666 | $155.1 萬 | 0.58% | −310−1.7% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 17,926 | $157.4 萬 | 0.36% | +107+0.6% | 加碼 |
| American Century Companies Inc | 18,165 | $159.5 萬 | 0.00% | +6,633+57.5% | 加碼 |
| Davenport & Co LLC | 18,530 | $162.7 萬 | 0.01% | +157+0.9% | 加碼 |
| Cna Financial Corp | 18,641 | $163.7 萬 | 0.51% | −890−4.6% | 減碼 |
| Prudential Financial Inc | 19,254 | $169.1 萬 | 0.00% | −70,199−78.5% | 減碼 |
| Renaissance Group LLC | 19,483 | $171.1 萬 | 0.08% | +971+5.2% | 加碼 |