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 4 季 13F 持有人
Houlihan Lokey, Inc. 在 2022/12/31 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
- 335
- 較 2022 年第 3 季 +17 家
- 持有股數
- 4,989 萬
- 較 2022 年第 3 季 +141.9 萬 (+2.9%)
- 總市值
- $43.5 億
- 較 2022 年第 3 季 +$6.94 億 (+19.0%)
- 新進機構
- 54
- 另有 119 家加碼
- 清倉機構
- 37
- 另有 117 家減碼
另有 5 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,094,380 | $4.44 億 | 0.01% | +106,175+2.1% | 加碼 |
| BlackRock Inc. | 4,495,886 | $3.92 億 | 0.01% | +687,884+18.1% | 加碼 |
| Earnest Partners LLC | 3,654,922 | $3.19 億 | 1.95% | −31,501−0.9% | 減碼 |
| Alliancebernstein L.P. | 2,845,604 | $2.48 億 | 0.11% | +437,656+18.2% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,693,315 | $2.35 億 | 0.73% | −89,390−3.2% | 減碼 |
| Burgundy Asset Management Ltd. | 1,577,091 | $1.37 億 | 1.78% | −6,772−0.4% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 1,357,838 | $1.18 億 | 0.09% | −2,865−0.2% | 減碼 |
| Bank of America Corp | 1,336,049 | $1.16 億 | 0.01% | −83,988−5.9% | 減碼 |
| Bamco Inc | 1,301,173 | $1.13 億 | 0.38% | +2780.0% | 加碼 |
| Geode Capital Management, LLC | 1,149,398 | $1.00 億 | 0.01% | +10,727+0.9% | 加碼 |
| Fiduciary Management Inc | 1,114,131 | $9,711 萬 | 0.98% | +135,283+13.8% | 加碼 |
| Neuberger Berman Group LLC | 1,098,133 | $9,571 萬 | 0.09% | −8,141−0.7% | 減碼 |
| State Street Corp | 1,067,277 | $9,302 萬 | 0.01% | −14,089−1.3% | 減碼 |
| Clearbridge Investments, LLC | 1,035,171 | $9,023 萬 | 0.09% | +428,190+70.5% | 加碼 |
| Morgan Stanley | 931,264 | $8,117 萬 | 0.01% | +522,178+127.6% | 加碼 |
| First Trust Advisors LP | 900,005 | $7,845 萬 | 0.09% | −1,542−0.2% | 減碼 |
| Dimensional Fund Advisors LP | 801,876 | $6,989 萬 | 0.02% | −39,664−4.7% | 減碼 |
| Thrivent Financial for Lutherans | 774,994 | $6,755 萬 | 0.17% | +36,733+5.0% | 加碼 |
| Ameriprise Financial Inc | 752,013 | $6,555 萬 | 0.02% | −227,143−23.2% | 減碼 |
| Northern Trust Corp | 721,023 | $6,284 萬 | 0.01% | −24,034−3.2% | 減碼 |
| FMR LLC | 708,217 | $6,173 萬 | 0.01% | +318,801+81.9% | 加碼 |
| Van Berkom & Associates Inc. | 699,294 | $6,095 萬 | 2.61% | −13,281−1.9% | 減碼 |
| Wells Fargo & Company | 658,246 | $5,737 萬 | 0.02% | −9,888−1.5% | 減碼 |
| GW&K Investment Management, LLC | 637,212 | $5,554 萬 | 0.56% | −5,356−0.8% | 減碼 |
| Nordea Investment Management AB | 510,080 | $4,460 萬 | 0.07% | −60,963−10.7% | 減碼 |
| Franklin Resources Inc | 510,262 | $4,447 萬 | 0.02% | −1,834−0.4% | 減碼 |
| Norges Bank | 501,764 | $4,373 萬 | 0.01% | +30,749+6.5% | 加碼 |
| SEI Investments Co | 499,194 | $4,351 萬 | 0.10% | +20,297+4.2% | 加碼 |
| Charles Schwab Investment Management Inc | 466,465 | $4,066 萬 | 0.01% | +14,578+3.2% | 加碼 |
| New York State Common Retirement Fund | 438,267 | $3,820 萬 | 0.05% | −2,509−0.6% | 減碼 |
| Jennison Associates LLC | 412,387 | $3,594 萬 | 0.04% | −17,254−4.0% | 減碼 |
| Natixis Advisors, L.P. | 387,777 | $3,380 萬 | 0.13% | +104,589+36.9% | 加碼 |
| Bank of New York Mellon Corp | 369,119 | $3,217 萬 | 0.01% | +24,525+7.1% | 加碼 |
| Schroder Investment Management Group | 306,106 | $2,668 萬 | 0.04% | +37,461+13.9% | 加碼 |
| Goldman Sachs Group Inc | 303,240 | $2,643 萬 | 0.01% | −28,171−8.5% | 減碼 |
| Wellington Management Group LLP | 302,179 | $2,634 萬 | 0.01% | +302,179 | 新進 |
| Woodley Farra Manion Portfolio Management Inc | 284,452 | $2,479 萬 | 1.80% | −2,048−0.7% | 減碼 |
| Ancora Advisors, LLC | 249,763 | $2,177 萬 | 0.63% | +10,538+4.4% | 加碼 |
| Envestnet Asset Management Inc | 248,167 | $2,163 萬 | 0.01% | +903+0.4% | 加碼 |
| Royce & Associates LP | 214,739 | $1,872 萬 | 0.20% | +40,425+23.2% | 加碼 |
| Nuveen Asset Management, LLC | 204,306 | $1,781 萬 | 0.01% | −9,585−4.5% | 減碼 |
| Argent Capital Management LLC | 203,317 | $1,772 萬 | 0.64% | +161,453+385.7% | 加碼 |
| UBS Group AG | 199,787 | $1,741 萬 | 0.01% | +14,913+8.1% | 加碼 |
| Macquarie Group Ltd | 193,217 | $1,684 萬 | 0.02% | +192,479+26,081.2% | 加碼 |
| Emerald Advisers, LLC | 184,286 | $1,606 萬 | 0.78% | +586+0.3% | 加碼 |
| Flputnam Investment Management Co | 179,160 | $1,562 萬 | 0.57% | −727−0.4% | 減碼 |
| Eagle Asset Management Inc | 158,936 | $1,397 萬 | 0.09% | −3,050−1.9% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 155,802 | $1,358 萬 | 0.84% | 00.0% | 不變 |
| JPMorgan Chase & Co | 153,575 | $1,339 萬 | 0.00% | +24,010+18.5% | 加碼 |
| Russell Investments Group, Ltd. | 148,164 | $1,291 萬 | 0.03% | −12,715−7.9% | 減碼 |
| Polen Capital Management LLC | 141,263 | $1,231 萬 | 0.04% | −18,833−11.8% | 減碼 |
| Montanaro Asset Management Ltd | 131,000 | $1,142 萬 | 1.86% | +1,000+0.8% | 加碼 |
| GHP Investment Advisors, Inc. | 128,448 | $1,120 萬 | 0.76% | +3,889+3.1% | 加碼 |
| California Public Employees Retirement System | 121,291 | $1,057 萬 | 0.01% | +1,426+1.2% | 加碼 |
| Segall Bryant & Hamill, LLC | 121,066 | $1,055 萬 | 0.12% | +38,915+47.4% | 加碼 |
| Swiss National Bank | 119,836 | $1,044 萬 | 0.01% | +2,500+2.1% | 加碼 |
| West Coast Financial LLC | 114,544 | $998.4 萬 | 1.69% | +973+0.9% | 加碼 |
| Pier Capital, LLC | 111,417 | $971.1 萬 | 1.59% | −1,013−0.9% | 減碼 |
| Northwest & Ethical Investments L.P. | 102,510 | $893.5 萬 | 0.31% | +19,146+23.0% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 102,367 | $892.2 萬 | 0.05% | +18,060+21.4% | 加碼 |
| Rhumbline Advisers | 100,394 | $875.0 萬 | 0.01% | +3,718+3.8% | 加碼 |
| Invesco Ltd. | 86,278 | $752.0 萬 | 0.00% | +13,667+18.8% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 82,137 | $715.9 萬 | 2.35% | −7,867−8.7% | 減碼 |
| Rheos Capital Works Inc. | 81,500 | $710.4 萬 | 0.43% | 00.0% | 不變 |
| Vestcor Inc | 80,670 | $703.1 萬 | 0.26% | −30,167−27.2% | 減碼 |
| Crawford Investment Counsel Inc | 72,126 | $628.7 萬 | 0.14% | −1,898−2.6% | 減碼 |
| Raymond James & Associates | 69,635 | $606.9 萬 | 0.01% | −956−1.4% | 減碼 |
| Summit Global Investments | 68,739 | $599.1 萬 | 0.51% | +4,129+6.4% | 加碼 |
| California State Teachers Retirement System | 63,181 | $550.7 萬 | 0.01% | +864+1.4% | 加碼 |
| Renaissance Technologies LLC | 59,500 | $518.6 萬 | 0.01% | +9,500+19.0% | 加碼 |
| STRS Ohio | 58,300 | $508.1 萬 | 0.02% | +5,800+11.0% | 加碼 |
| UBS Asset Management Americas Inc | 56,882 | $495.8 萬 | 0.00% | +814+1.5% | 加碼 |
| Stifel Financial Corp | 56,195 | $489.8 萬 | 0.01% | −2,041−3.5% | 減碼 |
| FIL Ltd | 53,928 | $470.0 萬 | 0.01% | −15,199−22.0% | 減碼 |
| Royal Bank of Canada | 53,032 | $462.3 萬 | 0.00% | +22,435+73.3% | 加碼 |
| Credit Suisse AG | 51,527 | $449.1 萬 | 0.00% | +469+0.9% | 加碼 |
| Man Group plc | 49,875 | $434.7 萬 | 0.02% | −8,838−15.1% | 減碼 |
| Legal & General Group Plc | 48,488 | $422.6 萬 | 0.00% | +2,565+5.6% | 加碼 |
| Citadel Advisors LLC | 47,711 | $415.8 萬 | 0.00% | −606,980−92.7% | 減碼 |
| FineMark National Bank & Trust | 45,839 | $399.5 萬 | 0.18% | +739+1.6% | 加碼 |
| Alps Advisors Inc | 45,382 | $395.5 萬 | 0.04% | +4,664+11.5% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 44,950 | $391.8 萬 | 2.67% | +70.0% | 加碼 |
| NFJ Investment Group, LLC | 42,899 | $373.9 萬 | 0.10% | −3,364−7.3% | 減碼 |
| Mutual of America Capital Management LLC | 42,393 | $369.5 萬 | 0.05% | +569+1.4% | 加碼 |
| Seizert Capital Partners, LLC | 41,076 | $358.0 萬 | 0.19% | −3,634−8.1% | 減碼 |
| Truist Financial Corp | 40,643 | $354.2 萬 | 0.01% | −29−0.1% | 減碼 |
| Weil Company, Inc. | 39,717 | $346.2 萬 | 1.58% | −810−2.0% | 減碼 |
| Fifth Third Bancorp | 39,332 | $342.8 萬 | 0.02% | +2,950+8.1% | 加碼 |
| American Century Companies Inc | 38,717 | $337.5 萬 | 0.00% | −48,821−55.8% | 減碼 |
| Oppenheimer Asset Management Inc. | 38,197 | $332.9 萬 | 0.05% | −2,258−5.6% | 減碼 |
| Deutsche Bank AG | 38,185 | $332.8 萬 | 0.00% | +13,395+54.0% | 加碼 |
| Fiera Capital Corp | 37,773 | $329.2 萬 | 0.01% | −713−1.9% | 減碼 |
| Prana Capital Management, LP | 32,393 | $282.3 萬 | 0.22% | +26,476+447.5% | 加碼 |
| Two Sigma Advisers, LP | 30,600 | $266.7 萬 | 0.01% | +3,000+10.9% | 加碼 |
| Public Employees Retirement System of Ohio | 30,127 | $262.6 萬 | 0.01% | −19,982−39.9% | 減碼 |
| Advisor Group Holdings, Inc. | 28,986 | $252.7 萬 | 0.01% | −641−2.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 28,794 | $251.0 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 27,862 | $242.8 萬 | 0.00% | −4,641−14.3% | 減碼 |
| LPL Financial LLC | 27,451 | $239.3 萬 | 0.00% | −370−1.3% | 減碼 |
| HighTower Advisors, LLC | 27,290 | $237.6 萬 | 0.01% | −966−3.4% | 減碼 |