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 |
|---|---|---|---|---|---|
| US Bancorp | 26,915 | $234.6 萬 | 0.00% | +667+2.5% | 加碼 |
| First Republic Investment Management, Inc. | 26,669 | $232.4 萬 | 0.01% | −560−2.1% | 減碼 |
| Whittier Trust Co | 26,428 | $230.3 萬 | 0.04% | +196+0.7% | 加碼 |
| MetLife Investment Management | 26,210 | $228.4 萬 | 0.02% | −936−3.4% | 減碼 |
| Principal Financial Group Inc | 25,765 | $224.6 萬 | 0.00% | +18,531+256.2% | 加碼 |
| Brookfield Asset Management Inc. | 25,160 | $219.3 萬 | 0.01% | +25,160 | 新進 |
| Harbor Advisors LLC | 25,000 | $217.9 萬 | 0.54% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 23,705 | $206.6 萬 | 0.00% | +1,159+5.1% | 加碼 |
| American International Group, Inc. | 23,663 | $206.2 萬 | 0.01% | −86−0.4% | 減碼 |
| Barclays PLC | 23,060 | $201.0 萬 | 0.00% | +6,320+37.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 22,380 | $195.1 萬 | 0.00% | −36,014−61.7% | 減碼 |
| Two Sigma Investments, LP | 21,977 | $191.6 萬 | 0.01% | −12,746−36.7% | 減碼 |
| Regions Financial Corp | 21,615 | $188.4 萬 | 0.02% | −908−4.0% | 減碼 |
| Bank of Montreal | 19,470 | $188.2 萬 | 0.00% | −3,124−13.8% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 21,513 | $187.5 萬 | 0.00% | 00.0% | 不變 |
| Victory Capital Management Inc | 21,197 | $184.8 萬 | 0.00% | +15,558+275.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 20,103 | $175.2 萬 | 0.00% | −366−1.8% | 減碼 |
| Voya Investment Management LLC | 19,491 | $169.9 萬 | 0.00% | 00.0% | 不變 |
| MML Investors Services, LLC | 19,169 | $167.1 萬 | 0.01% | −116−0.6% | 減碼 |
| Teacher Retirement System of Texas | 19,060 | $166.1 萬 | 0.01% | +4,919+34.8% | 加碼 |
| Illinois Municipal Retirement Fund | 18,964 | $165.3 萬 | 0.04% | 00.0% | 不變 |
| CWM, LLC | 18,877 | $164.5 萬 | 0.01% | +134+0.7% | 加碼 |
| Renaissance Group LLC | 18,274 | $159.3 萬 | 0.08% | +275+1.5% | 加碼 |
| Geneos Wealth Management Inc. | 17,929 | $156.3 萬 | 0.09% | +1,029+6.1% | 加碼 |
| Bokf, NA | 17,460 | $152.2 萬 | 0.03% | −207−1.2% | 減碼 |
| Davenport & Co LLC | 17,303 | $150.8 萬 | 0.01% | −1,264−6.8% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 16,923 | $147.5 萬 | 0.44% | −833−4.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 16,872 | $147.1 萬 | 0.00% | +3,054+22.1% | 加碼 |
| Martingale Asset Management L P | 16,812 | $146.5 萬 | 0.03% | −977−5.5% | 減碼 |
| Taylor Frigon Capital Management LLC | 16,727 | $145.8 萬 | 0.83% | −953−5.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 15,713 | $141.2 萬 | 0.06% | +87+0.6% | 加碼 |
| Atria Investments LLC | 15,415 | $134.4 萬 | 0.03% | +1,451+10.4% | 加碼 |
| Cannell Peter B & Co Inc | 15,320 | $133.5 萬 | 0.05% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 15,255 | $133.0 萬 | 0.01% | −1,406−8.4% | 減碼 |
| Prudential Financial Inc | 15,059 | $131.3 萬 | 0.00% | −31−0.2% | 減碼 |
| Janus Henderson Group PLC | 14,894 | $129.8 萬 | 0.00% | +81+0.5% | 加碼 |
| Arizona State Retirement System | 14,014 | $122.1 萬 | 0.01% | +572+4.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 13,830 | $120.5 萬 | 0.00% | −13,032−48.5% | 減碼 |
| Jane Street Group, LLC | 13,493 | $117.6 萬 | 0.00% | +13,493 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,377 | $116.6 萬 | 0.09% | 00.0% | 不變 |
| Laurel Wealth Advisors, Inc. | 13,199 | $115.0 萬 | 0.11% | −1,027−7.2% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 13,165 | $114.7 萬 | 0.00% | +2,617+24.8% | 加碼 |
| Whittier Trust Co of Nevada Inc | 13,003 | $113.3 萬 | 0.04% | −576−4.2% | 減碼 |
| EFG Asset Management (North America) Corp. | 12,713 | $112.8 萬 | 0.25% | +12,713 | 新進 |
| PDT Partners, LLC | 12,608 | $109.9 萬 | 0.18% | −23−0.2% | 減碼 |
| Walleye Capital LLC | 12,308 | $107.3 萬 | 0.02% | −1,915−13.5% | 減碼 |
| Bank of Nova Scotia | 12,162 | $105.9 萬 | 0.00% | +12,162 | 新進 |
| HSBC Holdings PLC | 12,119 | $105.3 萬 | 0.00% | +12,119 | 新進 |
| Ensign Peak Advisors, Inc | 11,810 | $102.9 萬 | 0.00% | +2,120+21.9% | 加碼 |
| Dynamic Technology Lab Private Ltd | 11,550 | $100.7 萬 | 0.10% | +11,550 | 新進 |
| Prudential PLC | 11,280 | $98.3 萬 | 0.01% | −772−6.4% | 減碼 |
| Panagora Asset Management Inc | 11,123 | $96.9 萬 | 0.01% | −2,443−18.0% | 減碼 |
| Lifestyle Asset Management, Inc. | 11,077 | $96.5 萬 | 0.77% | +11,077 | 新進 |
| Aviva PLC | 10,572 | $92.1 萬 | 0.00% | −9,446−47.2% | 減碼 |
| ProShare Advisors LLC | 10,246 | $89.3 萬 | 0.00% | +1,397+15.8% | 加碼 |
| Carmignac Gestion | 10,000 | $87.2 萬 | 0.02% | +10,000 | 新進 |
| Park Avenue Securities LLC | 9,996 | $87.1 萬 | 0.02% | +141+1.4% | 加碼 |
| Equitable Trust Co | 9,790 | $85.3 萬 | 0.07% | −4,070−29.4% | 減碼 |
| Guggenheim Capital LLC | 9,237 | $80.5 萬 | 0.01% | −1,665−15.3% | 減碼 |
| Squarepoint Ops LLC | 9,057 | $78.9 萬 | 0.01% | −13,893−60.5% | 減碼 |
| Hamilton Capital Partners Inc. | 9,036 | $78.8 萬 | 0.33% | +9,036 | 新進 |
| AQR Capital Management LLC | 9,009 | $78.5 萬 | 0.00% | −685−7.1% | 減碼 |
| Citigroup Inc | 8,786 | $76.6 萬 | 0.00% | +40.0% | 加碼 |
| True Wealth Design, LLC | 8,562 | $74.6 萬 | 0.35% | +8,562 | 新進 |
| FourThought Financial Partners, LLC | 8,407 | $73.3 萬 | 0.11% | +8,407 | 新進 |
| O'Shaughnessy Asset Management, LLC | 8,389 | $73.1 萬 | 0.01% | +969+13.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 8,287 | $72.2 萬 | 0.00% | −37−0.4% | 減碼 |
| Amalgamated Bank | 8,211 | $71.6 萬 | 0.01% | +116+1.4% | 加碼 |
| Handelsbanken Fonder AB | 8,158 | $71.1 萬 | 0.00% | 00.0% | 不變 |
| Connable Office Inc | 7,995 | $69.7 萬 | 0.10% | 00.0% | 不變 |
| TownSquare Capital, LLC | 7,996 | $69.7 萬 | 0.02% | +3,476+76.9% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 7,968 | $69.4 萬 | 0.10% | +7,968 | 新進 |
| Cetera Advisor Networks LLC | 7,863 | $68.5 萬 | 0.01% | +7,863 | 新進 |
| Integrated Investment Consultants, LLC | 7,808 | $68.1 萬 | 0.23% | +105+1.4% | 加碼 |
| Commerce Bank | 7,763 | $67.7 萬 | 0.01% | +211+2.8% | 加碼 |
| Naples Global Advisors, LLC | 7,435 | $64.8 萬 | 0.08% | 00.0% | 不變 |
| Empowered Funds, LLC | 7,309 | $63.7 萬 | 0.04% | +711+10.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,228 | $63.0 萬 | 0.00% | +382+5.6% | 加碼 |
| AXA S.A. | 7,200 | $62.8 萬 | 0.00% | −2,500−25.8% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 7,115 | $62.0 萬 | 0.04% | −6,051−46.0% | 減碼 |
| Cubist Systematic Strategies, LLC | 6,611 | $57.6 萬 | 0.00% | +988+17.6% | 加碼 |
| Beverly Hills Private Wealth, LLC | 6,486 | $56.5 萬 | 0.25% | +6,486 | 新進 |
| Great West Life Assurance Co | 6,468 | $56.5 萬 | 0.00% | +2,113+48.5% | 加碼 |
| New York Life Investment Management LLC | 6,458 | $56.3 萬 | 0.01% | +726+12.7% | 加碼 |
| James Investment Research Inc | 6,335 | $55.2 萬 | 0.08% | 00.0% | 不變 |
| Mariner, LLC | 6,334 | $55.2 萬 | 0.00% | +278+4.6% | 加碼 |
| State of Wisconsin Investment Board | 6,191 | $54.0 萬 | 0.00% | −3,031−32.9% | 減碼 |
| Public Employees Retirement Association of Colorado | 6,007 | $52.4 萬 | 0.00% | 00.0% | 不變 |
| Pictet Asset Management SA | 5,985 | $52.2 萬 | 0.00% | +2,543+73.9% | 加碼 |
| VELA Investment Management, LLC | 5,970 | $52.0 萬 | 0.26% | −2,367−28.4% | 減碼 |
| SYSTM Wealth Solutions LLC | 5,890 | $51.3 萬 | 0.06% | +5,890 | 新進 |
| Alpine Woods Capital Investors, LLC | 5,819 | $50.7 萬 | 0.07% | −6,663−53.4% | 減碼 |
| Algert Global LLC | 5,716 | $49.8 萬 | 0.03% | +440+8.3% | 加碼 |
| Brookstone Capital Management | 5,393 | $48.7 萬 | 0.01% | +213+4.1% | 加碼 |
| Keybank National Association | 5,348 | $46.6 萬 | 0.00% | 00.0% | 不變 |
| Resources Management Corp | 5,310 | $46.3 萬 | 0.07% | +175+3.4% | 加碼 |
| Acadian Asset Management LLC | 5,225 | $45.4 萬 | 0.00% | −1,284−19.7% | 減碼 |
| Susquehanna International Group, LLP | 5,137 | $44.8 萬 | 0.00% | −10,322−66.8% | 減碼 |
| Intrust Bank NA | 5,109 | $44.5 萬 | 0.06% | −9−0.2% | 減碼 |
| Isthmus Partners, LLC | 5,080 | $44.3 萬 | 0.07% | 00.0% | 不變 |