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 |
|---|---|---|---|---|---|
| Fox Run Management, L.L.C. | 3,845 | $29.0 萬 | 0.11% | +3,845 | 新進 |
| Fulton Bank, N.A. | 3,946 | $29.8 萬 | 0.02% | +709+21.9% | 加碼 |
| FDx Advisors, Inc. | 4,066 | $30.6 萬 | 0.01% | −721−15.1% | 減碼 |
| Mackenzie Financial Corp | 4,256 | $32.1 萬 | 0.00% | −184−4.1% | 減碼 |
| Great West Life Assurance Co | 4,355 | $32.8 萬 | 0.00% | +200+4.8% | 加碼 |
| New York State Teachers Retirement System | 4,400 | $33.2 萬 | 0.00% | −100−2.2% | 減碼 |
| TownSquare Capital, LLC | 4,520 | $34.1 萬 | 0.01% | +1,444+46.9% | 加碼 |
| Moneta Group Investment Advisors LLC | 4,537 | $34.2 萬 | 0.01% | −493−9.8% | 減碼 |
| YorkBridge Wealth Partners, LLC | 4,627 | $34.9 萬 | 0.09% | +883+23.6% | 加碼 |
| Glenmede Trust Co NA | 4,687 | $35.3 萬 | 0.00% | +4,687 | 新進 |
| Janney Montgomery Scott LLC | 4,781 | $36.0 萬 | 0.00% | +139+3.0% | 加碼 |
| Rockefeller Capital Management L.P. | 4,942 | $37.2 萬 | 0.00% | −141−2.8% | 減碼 |
| Isthmus Partners, LLC | 5,080 | $38.3 萬 | 0.07% | +5,080 | 新進 |
| Intrust Bank NA | 5,118 | $38.5 萬 | 0.06% | −45−0.9% | 減碼 |
| Resources Management Corp | 5,135 | $38.7 萬 | 0.07% | −46−0.9% | 減碼 |
| Algert Global LLC | 5,276 | $39.8 萬 | 0.02% | −6,910−56.7% | 減碼 |
| Bayesian Capital Management, LP | 5,348 | $40.3 萬 | 0.08% | −4,500−45.7% | 減碼 |
| Keybank National Association | 5,348 | $40.3 萬 | 0.00% | 00.0% | 不變 |
| Voloridge Investment Management, LLC | 5,440 | $41.0 萬 | 0.00% | −11,364−67.6% | 減碼 |
| Brookstone Capital Management | 5,180 | $41.1 萬 | 0.01% | −449−8.0% | 減碼 |
| Cubist Systematic Strategies, LLC | 5,623 | $42.4 萬 | 0.00% | −10,127−64.3% | 減碼 |
| Victory Capital Management Inc | 5,639 | $42.5 萬 | 0.00% | +5,639 | 新進 |
| New York Life Investment Management LLC | 5,732 | $43.2 萬 | 0.01% | +421+7.9% | 加碼 |
| Formidable Asset Management, LLC | 5,830 | $44.0 萬 | 0.10% | +138+2.4% | 加碼 |
| Prana Capital Management, LP | 5,917 | $44.6 萬 | 0.03% | −5,691−49.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 6,007 | $45.3 萬 | 0.00% | 00.0% | 不變 |
| Mariner, LLC | 6,056 | $45.7 萬 | 0.00% | +6,056 | 新進 |
| ExodusPoint Capital Management, LP | 6,209 | $46.8 萬 | 0.01% | +6,209 | 新進 |
| James Investment Research Inc | 6,335 | $47.8 萬 | 0.07% | +1,607+34.0% | 加碼 |
| Toroso Investments, LLC | 6,453 | $48.6 萬 | 0.02% | +437+7.3% | 加碼 |
| Acadian Asset Management LLC | 6,509 | $48.9 萬 | 0.00% | +1,776+37.5% | 加碼 |
| Empowered Funds, LLC | 6,598 | $49.7 萬 | 0.05% | +6,598 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,846 | $51.6 萬 | 0.00% | +625+10.0% | 加碼 |
| AlphaCrest Capital Management LLC | 7,003 | $52.8 萬 | 0.03% | −3,359−32.4% | 減碼 |
| Principal Financial Group Inc | 7,234 | $54.5 萬 | 0.00% | −679−8.6% | 減碼 |
| Cresset Asset Management, LLC | 7,251 | $54.6 萬 | 0.01% | +328+4.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 7,420 | $55.9 萬 | 0.01% | +638+9.4% | 加碼 |
| Naples Global Advisors, LLC | 7,435 | $56.0 萬 | 0.08% | +565+8.2% | 加碼 |
| SG Americas Securities, LLC | 7,542 | $56.9 萬 | 0.01% | −3,652−32.6% | 減碼 |
| Commerce Bank | 7,552 | $56.9 萬 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 7,617 | $57.4 萬 | 0.08% | +1,303+20.6% | 加碼 |
| Integrated Investment Consultants, LLC | 7,703 | $58.1 萬 | 0.23% | 00.0% | 不變 |
| Connable Office Inc | 7,995 | $60.3 萬 | 0.10% | −354−4.2% | 減碼 |
| Holocene Advisors, LP | 8,046 | $60.7 萬 | 0.00% | +8,046 | 新進 |
| Amalgamated Bank | 8,095 | $61.0 萬 | 0.01% | +15+0.2% | 加碼 |
| Teamwork Financial Advisors, LLC | 8,123 | $61.2 萬 | 0.13% | −4,950−37.9% | 減碼 |
| Handelsbanken Fonder AB | 8,158 | $61.5 萬 | 0.00% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 8,324 | $62.7 萬 | 0.00% | −9,252−52.6% | 減碼 |
| VELA Investment Management, LLC | 8,337 | $62.8 萬 | 0.36% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 8,649 | $65.2 萬 | 0.01% | +6,729+350.5% | 加碼 |
| Citigroup Inc | 8,782 | $66.2 萬 | 0.00% | −2,719−23.6% | 減碼 |
| ProShare Advisors LLC | 8,849 | $66.7 萬 | 0.00% | −412−4.4% | 減碼 |
| AE Wealth Management LLC | 9,189 | $69.3 萬 | 0.01% | −4,570−33.2% | 減碼 |
| State of Wisconsin Investment Board | 9,222 | $69.5 萬 | 0.00% | −3,397−26.9% | 減碼 |
| Ensign Peak Advisors, Inc | 9,690 | $73.0 萬 | 0.00% | −7,115−42.3% | 減碼 |
| AQR Capital Management LLC | 9,694 | $73.1 萬 | 0.00% | −6,359−39.6% | 減碼 |
| AXA S.A. | 9,700 | $73.1 萬 | 0.00% | −8,600−47.0% | 減碼 |
| Graham Capital Management, L.P. | 9,845 | $74.2 萬 | 0.03% | +1,237+14.4% | 加碼 |
| Park Avenue Securities LLC | 9,855 | $74.3 萬 | 0.01% | −1,314−11.8% | 減碼 |
| Virginia Retirement Systems Et Al | 9,900 | $74.6 萬 | 0.01% | +9,900 | 新進 |
| Versor Investments LP | 10,514 | $79.3 萬 | 0.05% | −2,886−21.5% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 10,548 | $79.5 萬 | 0.00% | −1,397−11.7% | 減碼 |
| Guggenheim Capital LLC | 10,902 | $82.2 萬 | 0.01% | +698+6.8% | 加碼 |
| GWM Advisors LLC | 12,038 | $90.8 萬 | 0.01% | −28,382−70.2% | 減碼 |
| Prudential PLC | 12,052 | $90.8 萬 | 0.01% | +3,133+35.1% | 加碼 |
| Ergoteles LLC | 12,282 | $92.6 萬 | 0.03% | +4,576+59.4% | 加碼 |
| Alpine Woods Capital Investors, LLC | 12,482 | $94.1 萬 | 0.13% | −345−2.7% | 減碼 |
| PDT Partners, LLC | 12,631 | $95.2 萬 | 0.14% | +12,631 | 新進 |
| Grandeur Peak Global Advisors, LLC | 13,166 | $99.2 萬 | 0.06% | −7,917−37.6% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,377 | $100.8 萬 | 0.08% | +1,492+12.6% | 加碼 |
| Arizona State Retirement System | 13,442 | $101.3 萬 | 0.01% | −282−2.1% | 減碼 |
| Panagora Asset Management Inc | 13,566 | $102.3 萬 | 0.01% | −700−4.9% | 減碼 |
| Whittier Trust Co of Nevada Inc | 13,579 | $102.4 萬 | 0.04% | +1,009+8.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 13,818 | $104.2 萬 | 0.00% | 00.0% | 不變 |
| Equitable Trust Co | 13,860 | $104.5 萬 | 0.09% | −628−4.3% | 減碼 |
| Atria Investments LLC | 13,964 | $105.3 萬 | 0.02% | −657−4.5% | 減碼 |
| Teacher Retirement System of Texas | 14,141 | $106.6 萬 | 0.01% | +5,808+69.7% | 加碼 |
| Walleye Capital LLC | 14,223 | $107.2 萬 | 0.02% | +14,223 | 新進 |
| Laurel Wealth Advisors, Inc. | 14,226 | $107.3 萬 | 0.11% | +2,786+24.4% | 加碼 |
| Janus Henderson Group PLC | 14,813 | $111.7 萬 | 0.00% | +112+0.8% | 加碼 |
| Prudential Financial Inc | 15,090 | $115.0 萬 | 0.00% | +428+2.9% | 加碼 |
| Cannell Peter B & Co Inc | 15,320 | $115.5 萬 | 0.04% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 15,459 | $116.5 萬 | 0.00% | +9,215+147.6% | 加碼 |
| Hussman Strategic Advisors, Inc. | 15,500 | $116.8 萬 | 0.20% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 15,626 | $117.7 萬 | 0.05% | 00.0% | 不變 |
| Cna Financial Corp | 16,066 | $121.1 萬 | 0.46% | −1,435−8.2% | 減碼 |
| Los Angeles Capital Management LLC | 16,661 | $125.6 萬 | 0.01% | −9,258−35.7% | 減碼 |
| Barclays PLC | 16,740 | $126.2 萬 | 0.00% | +4,466+36.4% | 加碼 |
| Geneos Wealth Management Inc. | 16,900 | $127.3 萬 | 0.09% | +616+3.8% | 加碼 |
| Bokf, NA | 17,667 | $133.2 萬 | 0.03% | +2,214+14.3% | 加碼 |
| Taylor Frigon Capital Management LLC | 17,680 | $133.3 萬 | 0.69% | +73+0.4% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 17,756 | $133.8 萬 | 0.42% | −91−0.5% | 減碼 |
| Martingale Asset Management L P | 17,789 | $134.2 萬 | 0.03% | −10.0% | 減碼 |
| Renaissance Group LLC | 17,999 | $135.7 萬 | 0.07% | −2,247−11.1% | 減碼 |
| Davenport & Co LLC | 18,567 | $140.0 萬 | 0.01% | +164+0.9% | 加碼 |
| CWM, LLC | 18,743 | $141.3 萬 | 0.01% | +15,547+486.5% | 加碼 |
| Illinois Municipal Retirement Fund | 18,964 | $143.0 萬 | 0.04% | 00.0% | 不變 |
| MML Investors Services, LLC | 19,285 | $145.4 萬 | 0.01% | +1,684+9.6% | 加碼 |
| Voya Investment Management LLC | 19,491 | $146.9 萬 | 0.00% | +20.0% | 加碼 |
| Aviva PLC | 20,018 | $150.9 萬 | 0.01% | −4,465−18.2% | 減碼 |