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 |
|---|---|---|---|---|---|
| Pearl River Capital, LLC | 4,952 | $43.2 萬 | 0.07% | +1,121+29.3% | 加碼 |
| Kestra Advisory Services, LLC | 4,820 | $42.0 萬 | 0.00% | +4,820 | 新進 |
| Moneta Group Investment Advisors LLC | 4,033 | $40.0 萬 | 0.01% | −504−11.1% | 減碼 |
| Fulton Bank, N.A. | 4,569 | $39.8 萬 | 0.02% | +623+15.8% | 加碼 |
| Clifford Group, LLC | 4,482 | $39.1 萬 | 0.49% | +4,482 | 新進 |
| Rockefeller Capital Management L.P. | 4,208 | $36.6 萬 | 0.00% | −734−14.9% | 減碼 |
| FDx Advisors, Inc. | 4,173 | $36.4 萬 | 0.02% | +107+2.6% | 加碼 |
| JustInvest LLC | 4,145 | $36.1 萬 | 0.01% | +4,145 | 新進 |
| Mackenzie Financial Corp | 4,088 | $35.6 萬 | 0.00% | −168−3.9% | 減碼 |
| YorkBridge Wealth Partners, LLC | 4,018 | $35.0 萬 | 0.09% | −609−13.2% | 減碼 |
| Cetera Investment Advisers | 3,999 | $34.9 萬 | 0.00% | +1,086+37.3% | 加碼 |
| Miracle Mile Advisors, LLC | 3,976 | $34.7 萬 | 0.01% | +3,976 | 新進 |
| Cna Financial Corp | 3,902 | $34.0 萬 | 0.21% | −12,164−75.7% | 減碼 |
| Linden Thomas Advisory Services, LLC | 3,898 | $34.0 萬 | 0.10% | +3,898 | 新進 |
| Yorktown Management & Research Co Inc | 3,850 | $33.6 萬 | 0.41% | +3,850 | 新進 |
| GWM Advisors LLC | 13,930 | $33.5 萬 | 0.01% | +1,892+15.7% | 加碼 |
| Sawgrass Asset Management LLC | 3,714 | $32.4 萬 | 0.04% | +3,714 | 新進 |
| PFS Investments Inc. | 3,702 | $32.3 萬 | 0.01% | +3,702 | 新進 |
| Schonfeld Strategic Advisors LLC | 3,700 | $32.2 萬 | 0.00% | −26,300−87.7% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 3,639 | $31.7 萬 | 0.02% | −30−0.8% | 減碼 |
| Summit Trail Advisors, LLC | 3,557 | $31.0 萬 | 0.01% | +518+17.0% | 加碼 |
| First Bank & Trust | 3,499 | $30.5 萬 | 0.08% | +109+3.2% | 加碼 |
| Duality Advisers, LP | 3,417 | $29.8 萬 | 0.03% | +3,417 | 新進 |
| Lombard Odier Asset Management (Europe) Ltd | 3,355 | $29.2 萬 | 0.01% | +433+14.8% | 加碼 |
| MQS Management LLC | 3,350 | $29.2 萬 | 0.20% | +3,350 | 新進 |
| Ronald Blue Trust, Inc. | 3,850 | $29.0 萬 | 0.01% | +1,770+85.1% | 加碼 |
| Sendero Wealth Management, LLC | 3,209 | $28.0 萬 | 0.10% | +3,209 | 新進 |
| Metropolitan Life Insurance Co | 3,091 | $26.9 萬 | 0.01% | +45+1.5% | 加碼 |
| AE Wealth Management LLC | 3,052 | $26.6 萬 | 0.00% | −6,137−66.8% | 減碼 |
| Virginia Retirement Systems Et Al | 3,000 | $26.1 萬 | 0.00% | −6,900−69.7% | 減碼 |
| Riverwater Partners LLC | 2,983 | $26.0 萬 | 0.22% | +2,983 | 新進 |
| Wealth Alliance | 2,980 | $26.0 萬 | 0.05% | +44+1.5% | 加碼 |
| Captrust Financial Advisors | 2,907 | $25.3 萬 | 0.00% | +84+3.0% | 加碼 |
| Capital Impact Advisors, LLC | 2,901 | $25.3 萬 | 0.25% | 00.0% | 不變 |
| Private Advisor Group, LLC | 2,949 | $25.2 萬 | 0.01% | +166+6.0% | 加碼 |
| Xponance, Inc. | 2,864 | $25.0 萬 | 0.00% | +58+2.1% | 加碼 |
| SG Americas Securities, LLC | 2,861 | $24.9 萬 | 0.00% | −4,681−62.1% | 減碼 |
| Advisory Services Network, LLC | 2,841 | $24.8 萬 | 0.01% | +83+3.0% | 加碼 |
| Formidable Asset Management, LLC | 2,830 | $24.7 萬 | 0.06% | −3,000−51.5% | 減碼 |
| Proequities, Inc. | 2,830 | $24.7 萬 | 0.02% | +10.0% | 加碼 |
| Voya Financial Advisors, Inc. | 2,750 | $24.4 萬 | 0.03% | −299−9.8% | 減碼 |
| Glenmede Trust Co NA | 2,789 | $24.3 萬 | 0.00% | −1,898−40.5% | 減碼 |
| J2 Capital Management Inc | 2,739 | $23.9 萬 | 0.41% | +2,739 | 新進 |
| Voloridge Investment Management, LLC | 2,611 | $22.8 萬 | 0.00% | −2,829−52.0% | 減碼 |
| Pzena Investment Management LLC | 2,561 | $22.3 萬 | 0.00% | +2,561 | 新進 |
| Twinbeech Capital LP | 2,541 | $22.1 萬 | 0.00% | +2,541 | 新進 |
| Millennium Management LLC | 2,524 | $22.0 萬 | 0.00% | −533,218−99.5% | 減碼 |
| SkyOak Wealth, LLC | 2,524 | $22.0 萬 | 0.07% | +2,524 | 新進 |
| Brinker Capital Investments, LLC | 2,444 | $21.3 萬 | 0.00% | +2,444 | 新進 |
| Engineers Gate Manager LP | 2,424 | $21.1 萬 | 0.01% | +2,424 | 新進 |
| Janney Montgomery Scott LLC | 2,358 | $20.6 萬 | 0.00% | −2,423−50.7% | 減碼 |
| Hantz Financial Services, Inc. | 2,285 | $19.9 萬 | 0.01% | +2,285 | 新進 |
| Covestor Ltd | 2,207 | $19.2 萬 | 0.16% | −109−4.7% | 減碼 |
| Stephenson National Bank & Trust | 2,016 | $17.6 萬 | 0.11% | +2,016 | 新進 |
| Van Eck Associates Corp | 1,979 | $17.2 萬 | 0.00% | +176+9.8% | 加碼 |
| Park Place Capital Corp | 1,818 | $15.8 萬 | 0.04% | +1,818 | 新進 |
| Harbor Investment Advisory, LLC | 1,478 | $12.9 萬 | 0.02% | 00.0% | 不變 |
| Huntington National Bank | 1,309 | $11.4 萬 | 0.00% | −86−6.2% | 減碼 |
| State of Wyoming | 1,284 | $11.2 萬 | 0.04% | +7+0.5% | 加碼 |
| Nisa Investment Advisors, LLC | 1,230 | $10.7 萬 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 1,117 | $9.70 萬 | 0.00% | +739+195.5% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 1,050 | $9.30 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 992 | $8.65 萬 | 0.01% | +804+427.7% | 加碼 |
| Anchor Investment Management, LLC | 990 | $8.63 萬 | 0.01% | 00.0% | 不變 |
| Gladius Capital Management LP | 967 | $8.43 萬 | 0.03% | −509−34.5% | 減碼 |
| Exchange Traded Concepts, LLC | 920 | $8.02 萬 | 0.00% | −54−5.5% | 減碼 |
| One Wealth Advisors, LLC | 818 | $7.13 萬 | 0.02% | +818 | 新進 |
| Umb Bank N A | 645 | $5.60 萬 | 0.00% | +496+332.9% | 加碼 |
| Assetmark, Inc | 610 | $5.32 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 567 | $4.94 萬 | 0.00% | +56+11.0% | 加碼 |
| Comerica Securities,inc. | 540 | $4.71 萬 | 0.00% | +540 | 新進 |
| Balyasny Asset Management LLC | 525 | $4.58 萬 | 0.00% | −42,622−98.8% | 減碼 |
| Global Retirement Partners, LLC | 522 | $4.55 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 428 | $3.70 萬 | 0.00% | +12+2.9% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 353 | $3.08 萬 | 0.01% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 344 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 339 | $2.95 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 320 | $2.79 萬 | 0.00% | −1−0.3% | 減碼 |
| Vigilant Capital Management, LLC | 311 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 300 | $2.62 萬 | 0.00% | +300 | 新進 |
| Ellevest, Inc. | 296 | $2.58 萬 | 0.00% | +180+155.2% | 加碼 |
| Column Capital Advisors, LLC | 290 | $2.53 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 269 | $2.34 萬 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 249 | $2.17 萬 | 0.00% | −53−17.5% | 減碼 |
| Carolinas Wealth Consulting LLC | 241 | $2.10 萬 | 0.00% | −2−0.8% | 減碼 |
| Bartlett & Co. LLC | 217 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 217 | $1.89 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 209 | $1.82 萬 | 0.01% | −36−14.7% | 減碼 |
| Quadrant Capital Group LLC | 209 | $1.82 萬 | 0.00% | +77+58.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 205 | $1.80 萬 | 0.00% | −8,444−97.6% | 減碼 |
| Central Trust Co | 200 | $1.74 萬 | 0.00% | 00.0% | 不變 |
| Okabena Investment Services Inc | 185 | $1.61 萬 | 0.01% | −1,197−86.6% | 減碼 |
| BDO Wealth Advisors, LLC | 174 | $1.52 萬 | 0.00% | −93−34.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 170 | $1.48 萬 | 0.00% | +170 | 新進 |
| Ameliora Wealth Management Ltd. | 169 | $1.47 萬 | 0.01% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 162 | $1.41 萬 | 0.01% | +162 | 新進 |
| Bell Investment Advisors, Inc | 155 | $1.35 萬 | 0.00% | +11+7.6% | 加碼 |
| Washington Trust Advisors, Inc. | 140 | $1.22 萬 | 0.00% | −139−49.8% | 減碼 |
| Private Trust Co NA | 140 | $1.20 萬 | 0.00% | −75−34.9% | 減碼 |
| Lindbrook Capital, LLC | 135 | $1.18 萬 | 0.00% | +103+321.9% | 加碼 |