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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 15,255 | $133.0 萬 | 0.01% | −1,406−8.4% | 減碼 |
| Cannell Peter B & Co Inc | 15,320 | $133.5 萬 | 0.05% | 00.0% | 不變 |
| Atria Investments LLC | 15,415 | $134.4 萬 | 0.03% | +1,451+10.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 15,713 | $141.2 萬 | 0.06% | +87+0.6% | 加碼 |
| Taylor Frigon Capital Management LLC | 16,727 | $145.8 萬 | 0.83% | −953−5.4% | 減碼 |
| Martingale Asset Management L P | 16,812 | $146.5 萬 | 0.03% | −977−5.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 16,872 | $147.1 萬 | 0.00% | +3,054+22.1% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 16,923 | $147.5 萬 | 0.44% | −833−4.7% | 減碼 |
| Davenport & Co LLC | 17,303 | $150.8 萬 | 0.01% | −1,264−6.8% | 減碼 |
| Bokf, NA | 17,460 | $152.2 萬 | 0.03% | −207−1.2% | 減碼 |
| Geneos Wealth Management Inc. | 17,929 | $156.3 萬 | 0.09% | +1,029+6.1% | 加碼 |
| Renaissance Group LLC | 18,274 | $159.3 萬 | 0.08% | +275+1.5% | 加碼 |
| CWM, LLC | 18,877 | $164.5 萬 | 0.01% | +134+0.7% | 加碼 |
| Illinois Municipal Retirement Fund | 18,964 | $165.3 萬 | 0.04% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 19,060 | $166.1 萬 | 0.01% | +4,919+34.8% | 加碼 |
| MML Investors Services, LLC | 19,169 | $167.1 萬 | 0.01% | −116−0.6% | 減碼 |
| Voya Investment Management LLC | 19,491 | $169.9 萬 | 0.00% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 20,103 | $175.2 萬 | 0.00% | −366−1.8% | 減碼 |
| Victory Capital Management Inc | 21,197 | $184.8 萬 | 0.00% | +15,558+275.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 21,513 | $187.5 萬 | 0.00% | 00.0% | 不變 |
| Bank of Montreal | 19,470 | $188.2 萬 | 0.00% | −3,124−13.8% | 減碼 |
| Regions Financial Corp | 21,615 | $188.4 萬 | 0.02% | −908−4.0% | 減碼 |
| Two Sigma Investments, LP | 21,977 | $191.6 萬 | 0.01% | −12,746−36.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 22,380 | $195.1 萬 | 0.00% | −36,014−61.7% | 減碼 |
| Barclays PLC | 23,060 | $201.0 萬 | 0.00% | +6,320+37.8% | 加碼 |
| American International Group, Inc. | 23,663 | $206.2 萬 | 0.01% | −86−0.4% | 減碼 |
| Price T Rowe Associates Inc | 23,705 | $206.6 萬 | 0.00% | +1,159+5.1% | 加碼 |
| Harbor Advisors LLC | 25,000 | $217.9 萬 | 0.54% | 00.0% | 不變 |
| Brookfield Asset Management Inc. | 25,160 | $219.3 萬 | 0.01% | +25,160 | 新進 |
| Principal Financial Group Inc | 25,765 | $224.6 萬 | 0.00% | +18,531+256.2% | 加碼 |
| MetLife Investment Management | 26,210 | $228.4 萬 | 0.02% | −936−3.4% | 減碼 |
| Whittier Trust Co | 26,428 | $230.3 萬 | 0.04% | +196+0.7% | 加碼 |
| First Republic Investment Management, Inc. | 26,669 | $232.4 萬 | 0.01% | −560−2.1% | 減碼 |
| US Bancorp | 26,915 | $234.6 萬 | 0.00% | +667+2.5% | 加碼 |
| HighTower Advisors, LLC | 27,290 | $237.6 萬 | 0.01% | −966−3.4% | 減碼 |
| LPL Financial LLC | 27,451 | $239.3 萬 | 0.00% | −370−1.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 27,862 | $242.8 萬 | 0.00% | −4,641−14.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 28,794 | $251.0 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 28,986 | $252.7 萬 | 0.01% | −641−2.2% | 減碼 |
| Public Employees Retirement System of Ohio | 30,127 | $262.6 萬 | 0.01% | −19,982−39.9% | 減碼 |
| Two Sigma Advisers, LP | 30,600 | $266.7 萬 | 0.01% | +3,000+10.9% | 加碼 |
| Prana Capital Management, LP | 32,393 | $282.3 萬 | 0.22% | +26,476+447.5% | 加碼 |
| Fiera Capital Corp | 37,773 | $329.2 萬 | 0.01% | −713−1.9% | 減碼 |
| Deutsche Bank AG | 38,185 | $332.8 萬 | 0.00% | +13,395+54.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 38,197 | $332.9 萬 | 0.05% | −2,258−5.6% | 減碼 |
| American Century Companies Inc | 38,717 | $337.5 萬 | 0.00% | −48,821−55.8% | 減碼 |
| Fifth Third Bancorp | 39,332 | $342.8 萬 | 0.02% | +2,950+8.1% | 加碼 |
| Weil Company, Inc. | 39,717 | $346.2 萬 | 1.58% | −810−2.0% | 減碼 |
| Truist Financial Corp | 40,643 | $354.2 萬 | 0.01% | −29−0.1% | 減碼 |
| Seizert Capital Partners, LLC | 41,076 | $358.0 萬 | 0.19% | −3,634−8.1% | 減碼 |
| Mutual of America Capital Management LLC | 42,393 | $369.5 萬 | 0.05% | +569+1.4% | 加碼 |
| NFJ Investment Group, LLC | 42,899 | $373.9 萬 | 0.10% | −3,364−7.3% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 44,950 | $391.8 萬 | 2.67% | +70.0% | 加碼 |
| Alps Advisors Inc | 45,382 | $395.5 萬 | 0.04% | +4,664+11.5% | 加碼 |
| FineMark National Bank & Trust | 45,839 | $399.5 萬 | 0.18% | +739+1.6% | 加碼 |
| Citadel Advisors LLC | 47,711 | $415.8 萬 | 0.00% | −606,980−92.7% | 減碼 |
| Legal & General Group Plc | 48,488 | $422.6 萬 | 0.00% | +2,565+5.6% | 加碼 |
| Man Group plc | 49,875 | $434.7 萬 | 0.02% | −8,838−15.1% | 減碼 |
| Credit Suisse AG | 51,527 | $449.1 萬 | 0.00% | +469+0.9% | 加碼 |
| Royal Bank of Canada | 53,032 | $462.3 萬 | 0.00% | +22,435+73.3% | 加碼 |
| FIL Ltd | 53,928 | $470.0 萬 | 0.01% | −15,199−22.0% | 減碼 |
| Stifel Financial Corp | 56,195 | $489.8 萬 | 0.01% | −2,041−3.5% | 減碼 |
| UBS Asset Management Americas Inc | 56,882 | $495.8 萬 | 0.00% | +814+1.5% | 加碼 |
| STRS Ohio | 58,300 | $508.1 萬 | 0.02% | +5,800+11.0% | 加碼 |
| Renaissance Technologies LLC | 59,500 | $518.6 萬 | 0.01% | +9,500+19.0% | 加碼 |
| California State Teachers Retirement System | 63,181 | $550.7 萬 | 0.01% | +864+1.4% | 加碼 |
| Summit Global Investments | 68,739 | $599.1 萬 | 0.51% | +4,129+6.4% | 加碼 |
| Raymond James & Associates | 69,635 | $606.9 萬 | 0.01% | −956−1.4% | 減碼 |
| Crawford Investment Counsel Inc | 72,126 | $628.7 萬 | 0.14% | −1,898−2.6% | 減碼 |
| Vestcor Inc | 80,670 | $703.1 萬 | 0.26% | −30,167−27.2% | 減碼 |
| Rheos Capital Works Inc. | 81,500 | $710.4 萬 | 0.43% | 00.0% | 不變 |
| Franklin, Parlapiano, Turner & Welch, LLC | 82,137 | $715.9 萬 | 2.35% | −7,867−8.7% | 減碼 |
| Invesco Ltd. | 86,278 | $752.0 萬 | 0.00% | +13,667+18.8% | 加碼 |
| Rhumbline Advisers | 100,394 | $875.0 萬 | 0.01% | +3,718+3.8% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 102,367 | $892.2 萬 | 0.05% | +18,060+21.4% | 加碼 |
| Northwest & Ethical Investments L.P. | 102,510 | $893.5 萬 | 0.31% | +19,146+23.0% | 加碼 |
| Pier Capital, LLC | 111,417 | $971.1 萬 | 1.59% | −1,013−0.9% | 減碼 |
| West Coast Financial LLC | 114,544 | $998.4 萬 | 1.69% | +973+0.9% | 加碼 |
| Swiss National Bank | 119,836 | $1,044 萬 | 0.01% | +2,500+2.1% | 加碼 |
| Segall Bryant & Hamill, LLC | 121,066 | $1,055 萬 | 0.12% | +38,915+47.4% | 加碼 |
| California Public Employees Retirement System | 121,291 | $1,057 萬 | 0.01% | +1,426+1.2% | 加碼 |
| GHP Investment Advisors, Inc. | 128,448 | $1,120 萬 | 0.76% | +3,889+3.1% | 加碼 |
| Montanaro Asset Management Ltd | 131,000 | $1,142 萬 | 1.86% | +1,000+0.8% | 加碼 |
| Polen Capital Management LLC | 141,263 | $1,231 萬 | 0.04% | −18,833−11.8% | 減碼 |
| Russell Investments Group, Ltd. | 148,164 | $1,291 萬 | 0.03% | −12,715−7.9% | 減碼 |
| JPMorgan Chase & Co | 153,575 | $1,339 萬 | 0.00% | +24,010+18.5% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 155,802 | $1,358 萬 | 0.84% | 00.0% | 不變 |
| Eagle Asset Management Inc | 158,936 | $1,397 萬 | 0.09% | −3,050−1.9% | 減碼 |
| Flputnam Investment Management Co | 179,160 | $1,562 萬 | 0.57% | −727−0.4% | 減碼 |
| Emerald Advisers, LLC | 184,286 | $1,606 萬 | 0.78% | +586+0.3% | 加碼 |
| Macquarie Group Ltd | 193,217 | $1,684 萬 | 0.02% | +192,479+26,081.2% | 加碼 |
| UBS Group AG | 199,787 | $1,741 萬 | 0.01% | +14,913+8.1% | 加碼 |
| Argent Capital Management LLC | 203,317 | $1,772 萬 | 0.64% | +161,453+385.7% | 加碼 |
| Nuveen Asset Management, LLC | 204,306 | $1,781 萬 | 0.01% | −9,585−4.5% | 減碼 |
| Royce & Associates LP | 214,739 | $1,872 萬 | 0.20% | +40,425+23.2% | 加碼 |
| Envestnet Asset Management Inc | 248,167 | $2,163 萬 | 0.01% | +903+0.4% | 加碼 |
| Ancora Advisors, LLC | 249,763 | $2,177 萬 | 0.63% | +10,538+4.4% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 284,452 | $2,479 萬 | 1.80% | −2,048−0.7% | 減碼 |
| Wellington Management Group LLP | 302,179 | $2,634 萬 | 0.01% | +302,179 | 新進 |
| Goldman Sachs Group Inc | 303,240 | $2,643 萬 | 0.01% | −28,171−8.5% | 減碼 |