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 3 季 13F 持有人
Houlihan Lokey, Inc. 在 2022/9/30 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
- 323
- 較 2022 年第 2 季 0 家
- 持有股數
- 4,919 萬
- 較 2022 年第 2 季 +32.3 萬 (+0.7%)
- 總市值
- $37.1 億
- 較 2022 年第 2 季 −$1.55 億 (−4.0%)
- 新進機構
- 36
- 另有 113 家加碼
- 清倉機構
- 36
- 另有 117 家減碼
另有 1 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,988,205 | $3.76 億 | 0.01% | −41,670−0.8% | 減碼 |
| BlackRock Inc. | 3,808,002 | $2.87 億 | 0.01% | +85,020+2.3% | 加碼 |
| Earnest Partners LLC | 3,686,423 | $2.78 億 | 1.87% | +26,657+0.7% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,782,705 | $2.10 億 | 0.70% | −49,560−1.7% | 減碼 |
| Alliancebernstein L.P. | 2,407,948 | $1.82 億 | 0.09% | −6,352−0.3% | 減碼 |
| Burgundy Asset Management Ltd. | 1,583,863 | $1.19 億 | 1.66% | −41,681−2.6% | 減碼 |
| Bank of America Corp | 1,420,037 | $1.07 億 | 0.01% | −20,053−1.4% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 1,360,703 | $1.03 億 | 0.08% | +1,360,703 | 新進 |
| Bamco Inc | 1,300,895 | $9,806 萬 | 0.32% | 00.0% | 不變 |
| Geode Capital Management, LLC | 1,138,671 | $8,583 萬 | 0.01% | −29,454−2.5% | 減碼 |
| Neuberger Berman Group LLC | 1,106,274 | $8,339 萬 | 0.09% | −11,677−1.0% | 減碼 |
| State Street Corp | 1,081,366 | $8,151 萬 | 0.01% | −1520.0% | 減碼 |
| Ameriprise Financial Inc | 979,156 | $7,381 萬 | 0.03% | +37,101+3.9% | 加碼 |
| Fiduciary Management Inc | 978,848 | $7,379 萬 | 0.78% | −7,817−0.8% | 減碼 |
| First Trust Advisors LP | 901,547 | $6,796 萬 | 0.09% | +37,742+4.4% | 加碼 |
| Dimensional Fund Advisors LP | 841,540 | $6,344 萬 | 0.02% | +21,946+2.7% | 加碼 |
| Northern Trust Corp | 745,057 | $5,616 萬 | 0.01% | −13,606−1.8% | 減碼 |
| Thrivent Financial for Lutherans | 738,261 | $5,565 萬 | 0.15% | +387,692+110.6% | 加碼 |
| Van Berkom & Associates Inc. | 712,575 | $5,371 萬 | 2.55% | −16,372−2.2% | 減碼 |
| Wells Fargo & Company | 668,134 | $5,036 萬 | 0.02% | −31,697−4.5% | 減碼 |
| Citadel Advisors LLC | 654,691 | $4,935 萬 | 0.06% | +548,482+516.4% | 加碼 |
| GW&K Investment Management, LLC | 642,568 | $4,844 萬 | 0.53% | +38,231+6.3% | 加碼 |
| Clearbridge Investments, LLC | 606,981 | $4,575 萬 | 0.05% | −10.0% | 減碼 |
| Nordea Investment Management AB | 571,043 | $4,387 萬 | 0.07% | +25,512+4.7% | 加碼 |
| Millennium Management LLC | 535,742 | $4,038 萬 | 0.05% | +362,194+208.7% | 加碼 |
| Franklin Resources Inc | 512,096 | $3,860 萬 | 0.02% | +5,854+1.2% | 加碼 |
| SEI Investments Co | 478,897 | $3,610 萬 | 0.08% | −4,983−1.0% | 減碼 |
| Norges Bank | 471,015 | $3,551 萬 | 0.01% | +5,954+1.3% | 加碼 |
| Atlanta Capital Management Co L L C | 464,024 | $3,498 萬 | 0.16% | −19,568−4.0% | 減碼 |
| Charles Schwab Investment Management Inc | 451,887 | $3,406 萬 | 0.01% | +14,332+3.3% | 加碼 |
| New York State Common Retirement Fund | 440,776 | $3,323 萬 | 0.05% | −1,006−0.2% | 減碼 |
| Jennison Associates LLC | 429,641 | $3,239 萬 | 0.03% | −1,678−0.4% | 減碼 |
| Morgan Stanley | 409,086 | $3,084 萬 | 0.00% | −21,307−5.0% | 減碼 |
| FMR LLC | 389,416 | $2,936 萬 | 0.00% | +109,268+39.0% | 加碼 |
| Bank of New York Mellon Corp | 344,594 | $2,598 萬 | 0.01% | +11,324+3.4% | 加碼 |
| Goldman Sachs Group Inc | 331,411 | $2,498 萬 | 0.01% | −145,766−30.5% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 286,500 | $2,160 萬 | 1.75% | +2,823+1.0% | 加碼 |
| Natixis Advisors, L.P. | 283,188 | $2,135 萬 | 0.09% | +4,875+1.8% | 加碼 |
| Schroder Investment Management Group | 268,645 | $2,025 萬 | 0.03% | −98,958−26.9% | 減碼 |
| Envestnet Asset Management Inc | 247,264 | $1,864 萬 | 0.01% | −10.0% | 減碼 |
| Eaton Vance Management | 241,743 | $1,822 萬 | 0.03% | 00.0% | 不變 |
| Ancora Advisors, LLC | 239,225 | $1,803 萬 | 0.57% | +1,524+0.6% | 加碼 |
| Nuveen Asset Management, LLC | 213,891 | $1,612 萬 | 0.01% | +3,222+1.5% | 加碼 |
| UBS Group AG | 184,874 | $1,394 萬 | 0.01% | −12,482−6.3% | 減碼 |
| Emerald Advisers, LLC | 183,700 | $1,385 萬 | 0.71% | −2,498−1.3% | 減碼 |
| Flputnam Investment Management Co | 179,887 | $1,356 萬 | 0.53% | −3,556−1.9% | 減碼 |
| Royce & Associates LP | 174,314 | $1,314 萬 | 0.15% | −56,946−24.6% | 減碼 |
| Eagle Asset Management Inc | 161,986 | $1,221 萬 | 0.08% | −1,043−0.6% | 減碼 |
| Russell Investments Group, Ltd. | 160,879 | $1,213 萬 | 0.03% | −56,650−26.0% | 減碼 |
| Polen Capital Management LLC | 160,096 | $1,207 萬 | 0.03% | +14,041+9.6% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 155,802 | $1,174 萬 | 0.74% | −10,120−6.1% | 減碼 |
| Ariel Investments, LLC | 144,158 | $1,087 萬 | 0.12% | +1,846+1.3% | 加碼 |
| Montanaro Asset Management Ltd | 130,000 | $979.9 萬 | 1.50% | +17,500+15.6% | 加碼 |
| JPMorgan Chase & Co | 129,565 | $976.6 萬 | 0.00% | +6,789+5.5% | 加碼 |
| GHP Investment Advisors, Inc. | 124,559 | $938.9 萬 | 0.72% | +2,779+2.3% | 加碼 |
| California Public Employees Retirement System | 119,865 | $903.5 萬 | 0.01% | +3,991+3.4% | 加碼 |
| Swiss National Bank | 117,336 | $884.5 萬 | 0.01% | −2,000−1.7% | 減碼 |
| West Coast Financial LLC | 113,571 | $856.1 萬 | 1.58% | +890+0.8% | 加碼 |
| Pier Capital, LLC | 112,430 | $847.5 萬 | 1.46% | +2,416+2.2% | 加碼 |
| Vestcor Inc | 110,837 | $835.5 萬 | 0.32% | −26,318−19.2% | 減碼 |
| Rhumbline Advisers | 96,676 | $728.7 萬 | 0.01% | +13,501+16.2% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 90,004 | $678.5 萬 | 2.41% | +4,910+5.8% | 加碼 |
| American Century Companies Inc | 87,538 | $659.9 萬 | 0.01% | −8,534−8.9% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 84,307 | $635.5 萬 | 0.04% | +84,307 | 新進 |
| Northwest & Ethical Investments L.P. | 83,364 | $628.4 萬 | 0.25% | 00.0% | 不變 |
| Segall Bryant & Hamill, LLC | 82,151 | $619.1 萬 | 0.07% | +1,625+2.0% | 加碼 |
| Rheos Capital Works Inc. | 81,500 | $614.3 萬 | 0.41% | 00.0% | 不變 |
| Crawford Investment Counsel Inc | 74,024 | $558.0 萬 | 0.13% | +5,928+8.7% | 加碼 |
| Invesco Ltd. | 72,611 | $547.3 萬 | 0.00% | +18,473+34.1% | 加碼 |
| Federated Hermes, Inc. | 72,517 | $546.7 萬 | 0.02% | −231,740−76.2% | 減碼 |
| Raymond James & Associates | 70,591 | $532.1 萬 | 0.01% | +17,211+32.2% | 加碼 |
| FIL Ltd | 69,127 | $521.1 萬 | 0.01% | +21,738+45.9% | 加碼 |
| Summit Global Investments | 64,610 | $487.0 萬 | 0.45% | +3,231+5.3% | 加碼 |
| California State Teachers Retirement System | 62,317 | $469.7 萬 | 0.01% | −2,747−4.2% | 減碼 |
| Point72 Asset Management, L.P. | 60,669 | $457.3 萬 | 0.02% | +60,669 | 新進 |
| Swedbank AB | 60,000 | $452.3 萬 | 0.01% | 00.0% | 不變 |
| Man Group plc | 58,713 | $442.5 萬 | 0.02% | – | – |
| D. E. Shaw & Co., Inc. | 58,394 | $440.2 萬 | 0.01% | +37,238+176.0% | 加碼 |
| Stifel Financial Corp | 58,236 | $438.9 萬 | 0.01% | −2,768−4.5% | 減碼 |
| UBS Asset Management Americas Inc | 56,068 | $422.6 萬 | 0.00% | −12,926−18.7% | 減碼 |
| STRS Ohio | 52,500 | $395.7 萬 | 0.02% | −200−0.4% | 減碼 |
| Credit Suisse AG | 51,058 | $384.9 萬 | 0.00% | +99+0.2% | 加碼 |
| Public Employees Retirement System of Ohio | 50,109 | $377.7 萬 | 0.02% | −749−1.5% | 減碼 |
| Renaissance Technologies LLC | 50,000 | $376.9 萬 | 0.01% | −2,900−5.5% | 減碼 |
| NFJ Investment Group, LLC | 46,263 | $353.7 萬 | 0.09% | −6,203−11.8% | 減碼 |
| Legal & General Group Plc | 45,923 | $346.2 萬 | 0.00% | −1,575−3.3% | 減碼 |
| FineMark National Bank & Trust | 45,100 | $340.0 萬 | 0.17% | +1,112+2.5% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 44,943 | $338.8 萬 | 2.37% | +2,074+4.8% | 加碼 |
| Seizert Capital Partners, LLC | 44,710 | $337.0 萬 | 0.19% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 43,147 | $325.3 萬 | 0.01% | +7,689+21.7% | 加碼 |
| Argent Capital Management LLC | 41,864 | $315.6 萬 | 0.12% | +27+0.1% | 加碼 |
| Mutual of America Capital Management LLC | 41,824 | $315.3 萬 | 0.04% | +2,530+6.4% | 加碼 |
| Alps Advisors Inc | 40,718 | $306.9 萬 | 0.03% | −2,079−4.9% | 減碼 |
| Truist Financial Corp | 40,672 | $306.6 萬 | 0.01% | −182−0.4% | 減碼 |
| Weil Company, Inc. | 40,527 | $305.5 萬 | 1.88% | +816+2.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 40,455 | $305.0 萬 | 0.05% | +397+1.0% | 加碼 |
| Fifth Third Bancorp | 36,382 | $274.2 萬 | 0.01% | +11,994+49.2% | 加碼 |
| Two Sigma Investments, LP | 34,723 | $261.7 萬 | 0.01% | +29,423+555.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 32,503 | $245.0 萬 | 0.00% | −4,944−13.2% | 減碼 |
| Royal Bank of Canada | 30,597 | $230.6 萬 | 0.00% | −2,444−7.4% | 減碼 |