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 2 季 13F 持有人
Houlihan Lokey, Inc. 在 2022/6/30 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
- 324
- 較 2022 年第 1 季 −11 家
- 持有股數
- 4,887 萬
- 較 2022 年第 1 季 −113.9 萬 (−2.3%)
- 總市值
- $38.6 億
- 較 2022 年第 1 季 −$5.32 億 (−12.1%)
- 新進機構
- 43
- 另有 107 家加碼
- 清倉機構
- 54
- 另有 136 家減碼
另有 8 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,029,875 | $3.97 億 | 0.01% | −13,039−0.3% | 減碼 |
| BlackRock Inc. | 3,722,982 | $2.94 億 | 0.01% | +15,968+0.4% | 加碼 |
| Earnest Partners LLC | 3,659,766 | $2.89 億 | 1.92% | +140,068+4.0% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,832,265 | $2.24 億 | 0.71% | −81,979−2.8% | 減碼 |
| Alliancebernstein L.P. | 2,414,300 | $1.91 億 | 0.09% | −88,606−3.5% | 減碼 |
| Burgundy Asset Management Ltd. | 1,625,544 | $1.28 億 | 1.61% | +37,684+2.4% | 加碼 |
| Bank of America Corp | 1,440,090 | $1.14 億 | 0.01% | +25,741+1.8% | 加碼 |
| Price T Rowe Associates Inc | 1,380,194 | $1.09 億 | 0.01% | −18,223−1.3% | 減碼 |
| Bamco Inc | 1,300,895 | $1.03 億 | 0.33% | −810.0% | 減碼 |
| Geode Capital Management, LLC | 1,168,125 | $9,224 萬 | 0.01% | +91,385+8.5% | 加碼 |
| Neuberger Berman Group LLC | 1,117,951 | $8,824 萬 | 0.09% | −26,210−2.3% | 減碼 |
| State Street Corp | 1,081,518 | $8,536 萬 | 0.01% | −25,804−2.3% | 減碼 |
| Fiduciary Management Inc | 986,665 | $7,788 萬 | 0.74% | −4,499−0.5% | 減碼 |
| Ameriprise Financial Inc | 942,055 | $7,435 萬 | 0.03% | +120,736+14.7% | 加碼 |
| First Trust Advisors LP | 863,805 | $6,818 萬 | 0.08% | +89,240+11.5% | 加碼 |
| Dimensional Fund Advisors LP | 819,594 | $6,469 萬 | 0.02% | +17,200+2.1% | 加碼 |
| Northern Trust Corp | 758,663 | $5,988 萬 | 0.01% | −13,014−1.7% | 減碼 |
| Van Berkom & Associates Inc. | 728,947 | $5,754 萬 | 2.41% | −11,994−1.6% | 減碼 |
| Wells Fargo & Company | 699,831 | $5,524 萬 | 0.02% | −66,401−8.7% | 減碼 |
| Clearbridge Investments, LLC | 606,982 | $4,791 萬 | 0.04% | −20.0% | 減碼 |
| GW&K Investment Management, LLC | 604,337 | $4,770 萬 | 0.51% | +33,223+5.8% | 加碼 |
| Jacobs Levy Equity Management, Inc | 592,963 | $4,680 萬 | 0.36% | +441,202+290.7% | 加碼 |
| Nordea Investment Management AB | 545,531 | $4,265 萬 | 0.06% | −79,940−12.8% | 減碼 |
| Franklin Resources Inc | 506,242 | $3,996 萬 | 0.02% | −1,588−0.3% | 減碼 |
| SEI Investments Co | 483,880 | $3,819 萬 | 0.08% | +93,693+24.0% | 加碼 |
| Atlanta Capital Management Co L L C | 483,592 | $3,817 萬 | 0.16% | −15,782−3.2% | 減碼 |
| Goldman Sachs Group Inc | 477,177 | $3,766 萬 | 0.01% | −61,966−11.5% | 減碼 |
| Norges Bank | 465,061 | $3,671 萬 | 0.01% | +21,284+4.8% | 加碼 |
| New York State Common Retirement Fund | 441,782 | $3,487 萬 | 0.05% | −5,065−1.1% | 減碼 |
| Charles Schwab Investment Management Inc | 437,555 | $3,454 萬 | 0.01% | −1,920−0.4% | 減碼 |
| Jennison Associates LLC | 431,319 | $3,404 萬 | 0.03% | +9,247+2.2% | 加碼 |
| Morgan Stanley | 430,393 | $3,397 萬 | 0.00% | +134,338+45.4% | 加碼 |
| Schroder Investment Management Group | 367,603 | $2,974 萬 | 0.05% | −178,603−32.7% | 減碼 |
| Thrivent Financial for Lutherans | 350,569 | $2,767 萬 | 0.07% | +53,748+18.1% | 加碼 |
| Bank of New York Mellon Corp | 333,270 | $2,631 萬 | 0.01% | −3,180−0.9% | 減碼 |
| Federated Hermes, Inc. | 304,257 | $2,402 萬 | 0.07% | −141,589−31.8% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 283,677 | $2,239 萬 | 1.83% | +597+0.2% | 加碼 |
| FMR LLC | 280,148 | $2,211 萬 | 0.00% | −5,953−2.1% | 減碼 |
| Natixis Advisors, L.P. | 278,313 | $2,197 萬 | 0.10% | +16,552+6.3% | 加碼 |
| Envestnet Asset Management Inc | 247,265 | $1,952 萬 | 0.01% | +4,890+2.0% | 加碼 |
| Eaton Vance Management | 241,743 | $1,908 萬 | 0.03% | −4,230−1.7% | 減碼 |
| Ancora Advisors, LLC | 237,701 | $1,876 萬 | 0.54% | +3,662+1.6% | 加碼 |
| Royce & Associates LP | 231,260 | $1,825 萬 | 0.19% | +31,163+15.6% | 加碼 |
| Russell Investments Group, Ltd. | 217,529 | $1,718 萬 | 0.04% | +57,635+36.0% | 加碼 |
| Nuveen Asset Management, LLC | 210,669 | $1,663 萬 | 0.01% | +57,153+37.2% | 加碼 |
| UBS Group AG | 197,356 | $1,558 萬 | 0.01% | −19,768−9.1% | 減碼 |
| Emerald Advisers, LLC | 186,198 | $1,470 萬 | 0.76% | −51,272−21.6% | 減碼 |
| Flputnam Investment Management Co | 183,443 | $1,448 萬 | 0.53% | +3,310+1.8% | 加碼 |
| Millennium Management LLC | 173,548 | $1,370 萬 | 0.02% | +61,566+55.0% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 165,922 | $1,310 萬 | 0.76% | −36,189−17.9% | 減碼 |
| Eagle Asset Management Inc | 163,029 | $1,287 萬 | 0.08% | −735−0.4% | 減碼 |
| Polen Capital Management LLC | 146,055 | $1,153 萬 | 0.03% | −28,562−16.4% | 減碼 |
| Ariel Investments, LLC | 142,312 | $1,123 萬 | 0.11% | +16,195+12.8% | 加碼 |
| Vestcor Inc | 137,155 | $1,083 萬 | 0.40% | −1,571−1.1% | 減碼 |
| JPMorgan Chase & Co | 122,776 | $969.1 萬 | 0.00% | +4,983+4.2% | 加碼 |
| GHP Investment Advisors, Inc. | 121,780 | $961.2 萬 | 0.71% | +3,361+2.8% | 加碼 |
| Swiss National Bank | 119,336 | $941.9 萬 | 0.01% | −1,200−1.0% | 減碼 |
| California Public Employees Retirement System | 115,874 | $914.6 萬 | 0.01% | +871+0.8% | 加碼 |
| West Coast Financial LLC | 112,681 | $889.4 萬 | 1.58% | +1,026+0.9% | 加碼 |
| Montanaro Asset Management Ltd | 112,500 | $888.0 萬 | 1.33% | 00.0% | 不變 |
| Pier Capital, LLC | 110,014 | $868.3 萬 | 1.48% | +390+0.4% | 加碼 |
| Citadel Advisors LLC | 106,209 | $838.3 萬 | 0.01% | +97,517+1,121.9% | 加碼 |
| American Century Companies Inc | 96,072 | $758.3 萬 | 0.01% | +77,907+428.9% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 85,094 | $671.7 萬 | 2.27% | +4,763+5.9% | 加碼 |
| Northwest & Ethical Investments L.P. | 83,364 | $658.0 萬 | 0.25% | 00.0% | 不變 |
| Rhumbline Advisers | 83,175 | $656.5 萬 | 0.01% | +4,116+5.2% | 加碼 |
| Rheos Capital Works Inc. | 81,500 | $643.3 萬 | 0.48% | 00.0% | 不變 |
| Segall Bryant & Hamill, LLC | 80,526 | $635.6 萬 | 0.07% | +23,824+42.0% | 加碼 |
| Gillson Capital LP | 70,467 | $556.2 萬 | 0.54% | +37,734+115.3% | 加碼 |
| Man Group plc | – | $549.6 萬 | 0.02% | – | – |
| UBS Asset Management Americas Inc | 68,994 | $544.6 萬 | 0.00% | +400+0.6% | 加碼 |
| Crawford Investment Counsel Inc | 68,096 | $537.5 萬 | 0.12% | −1,810−2.6% | 減碼 |
| California State Teachers Retirement System | 65,064 | $513.6 萬 | 0.01% | −286−0.4% | 減碼 |
| Summit Global Investments | 61,379 | $484.5 萬 | 0.43% | +20,655+50.7% | 加碼 |
| Stifel Financial Corp | 61,004 | $481.6 萬 | 0.01% | −2,295−3.6% | 減碼 |
| Swedbank AB | 60,000 | $473.6 萬 | 0.01% | +30,000+100.0% | 加碼 |
| Invesco Ltd. | 54,138 | $427.3 萬 | 0.00% | −3,012−5.3% | 減碼 |
| Raymond James & Associates | 53,380 | $421.3 萬 | 0.00% | −1,532−2.8% | 減碼 |
| Renaissance Technologies LLC | 52,900 | $417.5 萬 | 0.00% | −82,200−60.8% | 減碼 |
| STRS Ohio | 52,700 | $415.9 萬 | 0.02% | −800−1.5% | 減碼 |
| NFJ Investment Group, LLC | 52,466 | $414.1 萬 | 0.10% | −720−1.4% | 減碼 |
| Credit Suisse AG | 50,959 | $402.1 萬 | 0.00% | −475−0.9% | 減碼 |
| Public Employees Retirement System of Ohio | 50,858 | $401.4 萬 | 0.02% | +736+1.5% | 加碼 |
| Legal & General Group Plc | 47,498 | $374.9 萬 | 0.00% | −336−0.7% | 減碼 |
| FIL Ltd | 47,389 | $374.1 萬 | 0.00% | +46,989+11,747.3% | 加碼 |
| Seizert Capital Partners, LLC | 44,710 | $352.9 萬 | 0.19% | +10,064+29.0% | 加碼 |
| FineMark National Bank & Trust | 43,988 | $347.2 萬 | 0.16% | +1,029+2.4% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 42,869 | $338.4 萬 | 2.33% | +2,236+5.5% | 加碼 |
| Alps Advisors Inc | 42,797 | $337.8 萬 | 0.03% | +39,226+1,098.5% | 加碼 |
| Argent Capital Management LLC | 41,837 | $330.2 萬 | 0.13% | −446−1.1% | 減碼 |
| Truist Financial Corp | 40,854 | $322.5 萬 | 0.01% | +3,218+8.6% | 加碼 |
| GWM Advisors LLC | 40,420 | $319.1 萬 | 0.05% | −262,507−86.7% | 減碼 |
| Oppenheimer Asset Management Inc. | 40,058 | $316.3 萬 | 0.05% | −2,030−4.8% | 減碼 |
| Weil Company, Inc. | 39,711 | $313.4 萬 | 1.76% | +5,176+15.0% | 加碼 |
| Fiera Capital Corp | 39,444 | $311.3 萬 | 0.01% | −906−2.2% | 減碼 |
| Mutual of America Capital Management LLC | 39,294 | $310.1 萬 | 0.04% | −25,508−39.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 37,447 | $295.6 萬 | 0.00% | −7,351−16.4% | 減碼 |
| Balyasny Asset Management LLC | 35,458 | $279.8 萬 | 0.01% | +35,458 | 新進 |
| Royal Bank of Canada | 33,041 | $260.8 萬 | 0.00% | −13,337−28.8% | 減碼 |
| Advisor Group Holdings, Inc. | 32,241 | $254.4 萬 | 0.01% | +780+2.5% | 加碼 |