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 |
|---|---|---|---|---|---|
| Emerald Advisers, LLC | 237,470 | $2,085 萬 | 0.79% | −9,392−3.8% | 減碼 |
| Envestnet Asset Management Inc | 242,375 | $2,128 萬 | 0.01% | +10,127+4.4% | 加碼 |
| Eaton Vance Management | 245,973 | $2,160 萬 | 0.02% | +18,764+8.3% | 加碼 |
| Natixis Advisors, L.P. | 261,761 | $2,298 萬 | 0.09% | +17,675+7.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 269,100 | $2,363 萬 | 0.06% | +43,451+19.3% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 283,080 | $2,485 萬 | 1.85% | −2,457−0.9% | 減碼 |
| FMR LLC | 286,101 | $2,512 萬 | 0.00% | +5,386+1.9% | 加碼 |
| Morgan Stanley | 296,055 | $2,599 萬 | 0.00% | +99,188+50.4% | 加碼 |
| Thrivent Financial for Lutherans | 296,821 | $2,606 萬 | 0.05% | +9,269+3.2% | 加碼 |
| GWM Advisors LLC | 302,927 | $2,660 萬 | 0.46% | +35,023+13.1% | 加碼 |
| Bank of New York Mellon Corp | 336,450 | $2,954 萬 | 0.01% | +397+0.1% | 加碼 |
| SEI Investments Co | 390,187 | $3,425 萬 | 0.07% | +37,289+10.6% | 加碼 |
| Jennison Associates LLC | 422,072 | $3,706 萬 | 0.03% | +12,153+3.0% | 加碼 |
| Charles Schwab Investment Management Inc | 439,475 | $3,859 萬 | 0.01% | +6,294+1.5% | 加碼 |
| Norges Bank | 443,777 | $3,896 萬 | 0.01% | −2,492−0.6% | 減碼 |
| Federated Hermes, Inc. | 445,846 | $3,915 萬 | 0.09% | +259,359+139.1% | 加碼 |
| New York State Common Retirement Fund | 446,847 | $3,923 萬 | 0.04% | +460.0% | 加碼 |
| Atlanta Capital Management Co L L C | 499,374 | $4,385 萬 | 0.16% | −3,387−0.7% | 減碼 |
| Franklin Resources Inc | 507,830 | $4,459 萬 | 0.02% | −63,587−11.1% | 減碼 |
| Goldman Sachs Group Inc | 539,143 | $4,734 萬 | 0.01% | +115,602+27.3% | 加碼 |
| Schroder Investment Management Group | 546,206 | $4,955 萬 | 0.07% | +290,963+114.0% | 加碼 |
| GW&K Investment Management, LLC | 571,114 | $5,014 萬 | 0.45% | −3,162−0.6% | 減碼 |
| Clearbridge Investments, LLC | 606,984 | $5,329 萬 | 0.04% | 00.0% | 不變 |
| Nordea Investment Management AB | 625,471 | $5,673 萬 | 0.07% | −108,150−14.7% | 減碼 |
| Van Berkom & Associates Inc. | 740,941 | $6,506 萬 | 2.33% | −351,927−32.2% | 減碼 |
| Wells Fargo & Company | 766,232 | $6,728 萬 | 0.02% | +83,405+12.2% | 加碼 |
| Northern Trust Corp | 771,677 | $6,775 萬 | 0.01% | −25,965−3.3% | 減碼 |
| First Trust Advisors LP | 774,565 | $6,801 萬 | 0.07% | +58,369+8.1% | 加碼 |
| Dimensional Fund Advisors LP | 802,394 | $7,046 萬 | 0.02% | +39,823+5.2% | 加碼 |
| Ameriprise Financial Inc | 821,319 | $7,211 萬 | 0.02% | −148,754−15.3% | 減碼 |
| Fiduciary Management Inc | 991,164 | $8,702 萬 | 0.70% | −154,249−13.5% | 減碼 |
| Geode Capital Management, LLC | 1,076,740 | $9,457 萬 | 0.01% | +84,865+8.6% | 加碼 |
| State Street Corp | 1,107,322 | $9,722 萬 | 0.00% | −13,250−1.2% | 減碼 |
| Neuberger Berman Group LLC | 1,144,161 | $1.00 億 | 0.09% | −29,716−2.5% | 減碼 |
| Bamco Inc | 1,300,976 | $1.14 億 | 0.28% | −2,400−0.2% | 減碼 |
| Price T Rowe Associates Inc | 1,398,417 | $1.23 億 | 0.01% | +2,059+0.1% | 加碼 |
| Bank of America Corp | 1,414,349 | $1.24 億 | 0.01% | +9,600+0.7% | 加碼 |
| Burgundy Asset Management Ltd. | 1,587,860 | $1.39 億 | 1.48% | −47,252−2.9% | 減碼 |
| Alliancebernstein L.P. | 2,502,906 | $2.20 億 | 0.08% | +50,402+2.1% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,914,244 | $2.56 億 | 0.68% | +13,232+0.5% | 加碼 |
| Earnest Partners LLC | 3,519,698 | $3.09 億 | 1.83% | −54,108−1.5% | 減碼 |
| BlackRock Inc. | 3,707,014 | $3.25 億 | 0.01% | −187,577−4.8% | 減碼 |
| Vanguard Group Inc | 5,042,914 | $4.43 億 | 0.01% | −89,962−1.8% | 減碼 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −65,461−100.0% | 清倉 |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −54,721−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −54,020−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −41,453−100.0% | 清倉 |
| Castellan Group, LLC | 0 | $0 | 0.00% | −27,070−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −12,583−100.0% | 清倉 |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −11,444−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −11,039−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −10,337−100.0% | 清倉 |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −9,826−100.0% | 清倉 |
| Mountain Capital Investment Advisors, Inc | 0 | $0 | 0.00% | −7,845−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −7,671−100.0% | 清倉 |
| Haverford Financial Services, Inc. | 0 | $0 | 0.00% | −7,185−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −7,133−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −6,682−100.0% | 清倉 |
| Insight Folios Inc | 0 | $0 | 0.00% | −5,996−100.0% | 清倉 |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −4,628−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,200−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,118−100.0% | 清倉 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −3,642−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,479−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −3,272−100.0% | 清倉 |
| Riverwater Partners LLC | 0 | $0 | 0.00% | −3,019−100.0% | 清倉 |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −2,800−100.0% | 清倉 |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −2,799−100.0% | 清倉 |
| Profund Advisors LLC | 0 | $0 | 0.00% | −2,083−100.0% | 清倉 |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,024−100.0% | 清倉 |
| Loews Corp | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −1,983−100.0% | 清倉 |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −1,971−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,968−100.0% | 清倉 |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −1,946−100.0% | 清倉 |
| Scissortail Wealth Management, LLC | 0 | $0 | 0.00% | −1,502−100.0% | 清倉 |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −10,248−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −464−100.0% | 清倉 |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −349−100.0% | 清倉 |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −243−100.0% | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −158−100.0% | 清倉 |
| IronBridge Private Wealth, LLC | 0 | $0 | 0.00% | −116−100.0% | 清倉 |
| First Manhattan Co | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| First Command Financial Services, Inc. | 0 | $0 | 0.00% | −76−100.0% | 清倉 |
| Henrickson Nauta Wealth Advisors, Inc. | 0 | $0 | 0.00% | −54−100.0% | 清倉 |
| McDonald Partners LLC | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Bell Investment Advisors, Inc | – | – | – | – | 本季未申報 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |