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 |
|---|---|---|---|---|---|
| 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 |
| Duality Advisers, LP | 7,336 | $64.4 萬 | 0.07% | −18,158−71.2% | 減碼 |
| Pearl River Capital, LLC | 7,300 | $64.1 萬 | 0.18% | +7,300 | 新進 |
| Two Sigma Advisers, LP | 7,200 | $63.2 萬 | 0.00% | −3,400−32.1% | 減碼 |
| Meeder Asset Management Inc | 7,166 | $62.8 萬 | 0.03% | +6,322+749.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,851 | $60.2 萬 | 0.00% | +715+11.7% | 加碼 |
| Verition Fund Management LLC | 6,778 | $59.5 萬 | 0.01% | +269+4.1% | 加碼 |
| Paloma Partners Management Co | 6,613 | $58.1 萬 | 0.04% | −4,288−39.3% | 減碼 |
| Capital Impact Advisors, LLC | 6,586 | $57.8 萬 | 0.42% | −5,351−44.8% | 減碼 |
| BCJ Capital Management, LLC | 6,481 | $56.9 萬 | 0.05% | +1,282+24.7% | 加碼 |
| Origin Asset Management LLP | 6,453 | $56.7 萬 | 0.19% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 6,007 | $52.7 萬 | 0.00% | 00.0% | 不變 |
| Hirtle Callaghan & Co LLC | 5,834 | $51.2 萬 | 0.02% | +5,834 | 新進 |
| 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 |
| Janney Montgomery Scott LLC | 5,700 | $50.0 萬 | 0.00% | +3,354+143.0% | 加碼 |
| Meristem Family Wealth, LLC | 5,600 | $49.2 萬 | 0.05% | 00.0% | 不變 |
| FourThought Financial, LLC | 5,592 | $49.1 萬 | 0.06% | +156+2.9% | 加碼 |
| Toroso Investments, LLC | 5,451 | $47.9 萬 | 0.01% | +1,811+49.8% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 5,446 | $47.8 萬 | 0.00% | −9,313−63.1% | 減碼 |
| Susquehanna International Group, LLP | 5,343 | $46.9 萬 | 0.00% | −1,855−25.8% | 減碼 |
| Intrust Bank NA | 5,302 | $46.5 萬 | 0.06% | −90−1.7% | 減碼 |
| 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 |
| FDx Advisors, Inc. | 5,101 | $44.8 萬 | 0.02% | +1,149+29.1% | 加碼 |
| Rockefeller Capital Management L.P. | 4,952 | $43.4 萬 | 0.00% | +56+1.1% | 加碼 |
| Resources Management Corp | 4,931 | $43.3 萬 | 0.06% | +100+2.1% | 加碼 |
| James Investment Research Inc | 4,712 | $41.4 萬 | 0.04% | +12+0.3% | 加碼 |
| Clare Market Investments LLC | 4,500 | $39.5 萬 | 0.13% | +4,500 | 新進 |
| New York State Teachers Retirement System | 4,500 | $39.5 萬 | 0.00% | +100+2.3% | 加碼 |
| IndexIQ Advisors LLC | 4,423 | $38.8 萬 | 0.01% | −1,927−30.3% | 減碼 |
| Equitable Trust Co | 4,396 | $38.6 萬 | 0.02% | +4,396 | 新進 |
| 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 |
| Great West Life Assurance Co | 4,010 | $37.3 萬 | 0.00% | +363+10.0% | 加碼 |
| Sawgrass Asset Management LLC | 4,202 | $36.9 萬 | 0.04% | +4,202 | 新進 |
| State of Wyoming | 4,004 | $35.2 萬 | 0.18% | +72+1.8% | 加碼 |
| Moneta Group Investment Advisors LLC | 3,998 | $35.1 萬 | 0.01% | −1,296−24.5% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 3,963 | $34.8 萬 | 0.08% | +3,963 | 新進 |
| 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 |
| Galvin, Gaustad & Stein, LLC | 3,802 | $33.4 萬 | 0.03% | −718−15.9% | 減碼 |
| Mackenzie Financial Corp | 3,673 | $32.2 萬 | 0.00% | −13−0.4% | 減碼 |
| Alps Advisors Inc | 3,571 | $31.4 萬 | 0.00% | −562−13.6% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 3,550 | $31.2 萬 | 0.02% | −350−9.0% | 減碼 |
| SkyOak Wealth, LLC | 3,489 | $30.6 萬 | 0.09% | +42+1.2% | 加碼 |
| Voya Financial Advisors, Inc. | 3,333 | $30.2 萬 | 0.03% | −1,360−29.0% | 減碼 |
| Parametrica Management Ltd | 3,394 | $29.8 萬 | 0.22% | +3,394 | 新進 |
| Wellington Management Group LLP | 3,374 | $29.6 萬 | 0.00% | 00.0% | 不變 |
| Glenmede Trust Co NA | 3,357 | $29.4 萬 | 0.00% | −11,288−77.1% | 減碼 |
| Moloney Securities Asset Management, LLC | 3,221 | $28.3 萬 | 0.05% | +225+7.5% | 加碼 |
| First Bank & Trust | 3,215 | $28.2 萬 | 0.09% | +85+2.7% | 加碼 |
| Metropolitan Life Insurance Co | 3,187 | $28.0 萬 | 0.01% | −9,757−75.4% | 減碼 |
| Walleye Capital LLC | 3,153 | $27.7 萬 | 0.01% | +3,153 | 新進 |
| Cetera Investment Advisers | 3,065 | $26.9 萬 | 0.00% | +3,065 | 新進 |
| Summit Trail Advisors, LLC | 3,039 | $26.7 萬 | 0.02% | +3,039 | 新進 |
| Advisory Services Network, LLC | 3,004 | $26.3 萬 | 0.01% | +206+7.4% | 加碼 |
| Wealth Alliance | 2,950 | $25.9 萬 | 0.05% | −374−11.3% | 減碼 |
| CIBC Asset Management Inc | 2,950 | $25.9 萬 | 0.00% | 00.0% | 不變 |
| Fulton Bank, N.A. | 2,897 | $25.4 萬 | 0.01% | −211−6.8% | 減碼 |
| Proequities, Inc. | 2,817 | $24.7 萬 | 0.02% | +198+7.6% | 加碼 |
| Gotham Asset Management, LLC | 2,791 | $24.5 萬 | 0.01% | +2,791 | 新進 |
| Private Advisor Group, LLC | 2,777 | $24.4 萬 | 0.00% | −5,497−66.4% | 減碼 |
| CWM Advisors, LLC | 2,696 | $23.7 萬 | 0.03% | +282+11.7% | 加碼 |
| CWM, LLC | 2,645 | $23.2 萬 | 0.00% | +1,275+93.1% | 加碼 |
| Captrust Financial Advisors | 2,441 | $21.4 萬 | 0.00% | −50−2.0% | 減碼 |
| Xponance, Inc. | 2,430 | $21.3 萬 | 0.00% | +10+0.4% | 加碼 |
| Krane Funds Advisors LLC | 2,430 | $21.3 萬 | 0.01% | +2,430 | 新進 |
| Globeflex Capital L P | 2,406 | $21.1 萬 | 0.04% | +2,406 | 新進 |
| Asset Management One Co.,Ltd. | 2,345 | $20.5 萬 | 0.00% | −3,757−61.6% | 減碼 |
| Kestra Advisory Services, LLC | 2,308 | $20.3 萬 | 0.00% | +208+9.9% | 加碼 |
| Johnson Financial Group, Inc. | 2,189 | $19.7 萬 | 0.01% | −241−9.9% | 減碼 |
| DuPont Capital Management Corp | 2,033 | $17.8 萬 | 0.01% | +1,007+98.1% | 加碼 |
| Nisa Investment Advisors, LLC | 1,484 | $13.0 萬 | 0.00% | −116−7.2% | 減碼 |
| Harbor Investment Advisory, LLC | 1,478 | $13.0 萬 | 0.02% | 00.0% | 不變 |
| Van Eck Associates Corp | 1,481 | $13.0 萬 | 0.00% | +203+15.9% | 加碼 |
| Macquarie Group Ltd | 1,370 | $12.0 萬 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 1,300 | $11.4 萬 | 0.03% | 00.0% | 不變 |
| Okabena Investment Services Inc | 1,259 | $11.1 萬 | 0.05% | 00.0% | 不變 |
| Huntington National Bank | 1,177 | $10.3 萬 | 0.00% | −212−15.3% | 減碼 |
| Covestor Ltd | 1,096 | $9.60 萬 | 0.07% | +96+9.6% | 加碼 |
| Anchor Investment Management, LLC | 990 | $8.69 萬 | 0.01% | +25+2.6% | 加碼 |
| Evoke Wealth, LLC | 900 | $7.90 萬 | 0.00% | 00.0% | 不變 |
| Private Capital Group, LLC | 839 | $7.40 萬 | 0.02% | −10−1.2% | 減碼 |
| Aquatic Capital Management LLC | 800 | $7.00 萬 | 0.10% | +800 | 新進 |
| Ci Investments Inc. | 703 | $6.20 萬 | 0.00% | −3,958−84.9% | 減碼 |
| Assetmark, Inc | 710 | $6.20 萬 | 0.00% | 00.0% | 不變 |
| Harel Insurance Investments & Financial Services Ltd. | 700 | $6.10 萬 | 0.00% | −300−30.0% | 減碼 |
| Exchange Traded Concepts, LLC | 682 | $6.00 萬 | 0.00% | −7,138−91.3% | 減碼 |
| Parallel Advisors, LLC | 633 | $5.70 萬 | 0.00% | −113−15.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 627 | $5.50 萬 | 0.00% | +109+21.0% | 加碼 |
| Global Retirement Partners, LLC | 522 | $4.30 萬 | 0.00% | +386+283.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 406 | $3.60 萬 | 0.00% | −170−29.5% | 減碼 |
| Mondrian Investment Partners LTD | 400 | $3.50 萬 | 0.00% | −33,142−98.8% | 減碼 |
| FIL Ltd | 400 | $3.50 萬 | 0.00% | −300−42.9% | 減碼 |
| Ahrens Investment Partners LLC | 383 | $3.40 萬 | 0.01% | +383 | 新進 |
| American Portfolios Advisors | 380 | $3.34 萬 | 0.00% | −15−3.8% | 減碼 |
| Fortitude Advisory Group L.L.C. | 373 | $3.30 萬 | 0.02% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 374 | $3.20 萬 | 0.01% | +374 | 新進 |