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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 306,106 | $2,668 萬 | 0.04% | +37,461+13.9% | 加碼 |
| Bank of New York Mellon Corp | 369,119 | $3,217 萬 | 0.01% | +24,525+7.1% | 加碼 |
| Natixis Advisors, L.P. | 387,777 | $3,380 萬 | 0.13% | +104,589+36.9% | 加碼 |
| Jennison Associates LLC | 412,387 | $3,594 萬 | 0.04% | −17,254−4.0% | 減碼 |
| New York State Common Retirement Fund | 438,267 | $3,820 萬 | 0.05% | −2,509−0.6% | 減碼 |
| Charles Schwab Investment Management Inc | 466,465 | $4,066 萬 | 0.01% | +14,578+3.2% | 加碼 |
| SEI Investments Co | 499,194 | $4,351 萬 | 0.10% | +20,297+4.2% | 加碼 |
| Norges Bank | 501,764 | $4,373 萬 | 0.01% | +30,749+6.5% | 加碼 |
| Franklin Resources Inc | 510,262 | $4,447 萬 | 0.02% | −1,834−0.4% | 減碼 |
| Nordea Investment Management AB | 510,080 | $4,460 萬 | 0.07% | −60,963−10.7% | 減碼 |
| GW&K Investment Management, LLC | 637,212 | $5,554 萬 | 0.56% | −5,356−0.8% | 減碼 |
| Wells Fargo & Company | 658,246 | $5,737 萬 | 0.02% | −9,888−1.5% | 減碼 |
| Van Berkom & Associates Inc. | 699,294 | $6,095 萬 | 2.61% | −13,281−1.9% | 減碼 |
| FMR LLC | 708,217 | $6,173 萬 | 0.01% | +318,801+81.9% | 加碼 |
| Northern Trust Corp | 721,023 | $6,284 萬 | 0.01% | −24,034−3.2% | 減碼 |
| Ameriprise Financial Inc | 752,013 | $6,555 萬 | 0.02% | −227,143−23.2% | 減碼 |
| Thrivent Financial for Lutherans | 774,994 | $6,755 萬 | 0.17% | +36,733+5.0% | 加碼 |
| Dimensional Fund Advisors LP | 801,876 | $6,989 萬 | 0.02% | −39,664−4.7% | 減碼 |
| First Trust Advisors LP | 900,005 | $7,845 萬 | 0.09% | −1,542−0.2% | 減碼 |
| Morgan Stanley | 931,264 | $8,117 萬 | 0.01% | +522,178+127.6% | 加碼 |
| Clearbridge Investments, LLC | 1,035,171 | $9,023 萬 | 0.09% | +428,190+70.5% | 加碼 |
| State Street Corp | 1,067,277 | $9,302 萬 | 0.01% | −14,089−1.3% | 減碼 |
| Neuberger Berman Group LLC | 1,098,133 | $9,571 萬 | 0.09% | −8,141−0.7% | 減碼 |
| Fiduciary Management Inc | 1,114,131 | $9,711 萬 | 0.98% | +135,283+13.8% | 加碼 |
| Geode Capital Management, LLC | 1,149,398 | $1.00 億 | 0.01% | +10,727+0.9% | 加碼 |
| Bamco Inc | 1,301,173 | $1.13 億 | 0.38% | +2780.0% | 加碼 |
| Bank of America Corp | 1,336,049 | $1.16 億 | 0.01% | −83,988−5.9% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 1,357,838 | $1.18 億 | 0.09% | −2,865−0.2% | 減碼 |
| Burgundy Asset Management Ltd. | 1,577,091 | $1.37 億 | 1.78% | −6,772−0.4% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,693,315 | $2.35 億 | 0.73% | −89,390−3.2% | 減碼 |
| Alliancebernstein L.P. | 2,845,604 | $2.48 億 | 0.11% | +437,656+18.2% | 加碼 |
| Earnest Partners LLC | 3,654,922 | $3.19 億 | 1.95% | −31,501−0.9% | 減碼 |
| BlackRock Inc. | 4,495,886 | $3.92 億 | 0.01% | +687,884+18.1% | 加碼 |
| Vanguard Group Inc | 5,094,380 | $4.44 億 | 0.01% | +106,175+2.1% | 加碼 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | 不變 |
| Ariel Investments, LLC | 0 | $0 | 0.00% | −144,158−100.0% | 清倉 |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −72,517−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −60,669−100.0% | 清倉 |
| Swedbank AB | 0 | $0 | 0.00% | −60,000−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −25,192−100.0% | 清倉 |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −15,500−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −12,282−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −10,514−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −9,845−100.0% | 清倉 |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −8,123−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −8,046−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −7,251−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −7,003−100.0% | 清倉 |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −6,453−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −6,209−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,348−100.0% | 清倉 |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −4,400−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,845−100.0% | 清倉 |
| Origin Asset Management LLP | 0 | $0 | 0.00% | −3,533−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −3,257−100.0% | 清倉 |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −2,946−100.0% | 清倉 |
| CastleKnight Management LP | 0 | $0 | 0.00% | −2,900−100.0% | 清倉 |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −2,749−100.0% | 清倉 |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −1,020−100.0% | 清倉 |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −964−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −881−100.0% | 清倉 |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −834−100.0% | 清倉 |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −454−100.0% | 清倉 |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −104−100.0% | 清倉 |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −39−100.0% | 清倉 |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| National Bank of Canada | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Atlanta Capital Management Co L L C | – | – | – | – | 本季未申報 |
| Eaton Vance Management | – | – | – | – | 本季未申報 |
| FourThought Financial, LLC | – | – | – | – | 本季未申報 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |
| Wipfli Financial Advisors LLC, | – | – | – | – | 本季未申報 |