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。
2023 年第 1 季 13F 持有人
Houlihan Lokey, Inc. 在 2023/3/31 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
- 330
- 較 2022 年第 4 季 0 家
- 持有股數
- 5,024 萬
- 較 2022 年第 4 季 +36.9 萬 (+0.7%)
- 總市值
- $44.0 億
- 較 2022 年第 4 季 +$5,311 萬 (+1.2%)
- 新進機構
- 38
- 另有 143 家加碼
- 清倉機構
- 38
- 另有 100 家減碼
另有 5 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,213,732 | $4.56 億 | 0.01% | +119,352+2.3% | 加碼 |
| BlackRock Inc. | 4,017,644 | $3.52 億 | 0.01% | −478,242−10.6% | 減碼 |
| Earnest Partners LLC | 3,695,505 | $3.23 億 | 1.87% | +40,583+1.1% | 加碼 |
| Alliancebernstein L.P. | 2,863,533 | $2.51 億 | 0.11% | +17,929+0.6% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,695,270 | $2.36 億 | 0.69% | +1,955+0.1% | 加碼 |
| Burgundy Asset Management Ltd. | 1,589,776 | $1.39 億 | 1.72% | +12,685+0.8% | 加碼 |
| Bank of America Corp | 1,405,976 | $1.23 億 | 0.01% | +69,927+5.2% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 1,369,057 | $1.20 億 | 0.09% | +11,219+0.8% | 加碼 |
| Bamco Inc | 1,298,577 | $1.14 億 | 0.34% | −2,596−0.2% | 減碼 |
| Clearbridge Investments, LLC | 1,175,066 | $1.03 億 | 0.10% | +139,895+13.5% | 加碼 |
| State Street Corp | 1,117,277 | $9,775 萬 | 0.01% | +50,000+4.7% | 加碼 |
| Fiduciary Management Inc | 1,086,880 | $9,509 萬 | 0.96% | −27,251−2.4% | 減碼 |
| Neuberger Berman Group LLC | 1,080,147 | $9,450 萬 | 0.09% | −17,986−1.6% | 減碼 |
| Geode Capital Management, LLC | 988,145 | $8,645 萬 | 0.01% | −161,253−14.0% | 減碼 |
| Ameriprise Financial Inc | 955,048 | $8,356 萬 | 0.03% | +203,035+27.0% | 加碼 |
| Morgan Stanley | 915,650 | $8,011 萬 | 0.01% | −15,614−1.7% | 減碼 |
| Thrivent Financial for Lutherans | 836,667 | $7,320 萬 | 0.18% | +61,673+8.0% | 加碼 |
| FMR LLC | 768,233 | $6,721 萬 | 0.01% | +60,016+8.5% | 加碼 |
| Van Berkom & Associates Inc. | 742,717 | $6,498 萬 | 2.40% | +43,423+6.2% | 加碼 |
| Northern Trust Corp | 737,230 | $6,450 萬 | 0.01% | +16,207+2.2% | 加碼 |
| Dimensional Fund Advisors LP | 691,990 | $6,054 萬 | 0.02% | −109,886−13.7% | 減碼 |
| Wells Fargo & Company | 663,382 | $5,804 萬 | 0.02% | +5,136+0.8% | 加碼 |
| GW&K Investment Management, LLC | 638,684 | $5,588 萬 | 0.54% | +1,472+0.2% | 加碼 |
| Norges Bank | 619,950 | $5,424 萬 | 0.01% | +118,186+23.6% | 加碼 |
| SEI Investments Co | 538,325 | $4,710 萬 | 0.09% | +39,131+7.8% | 加碼 |
| Franklin Resources Inc | 486,772 | $4,259 萬 | 0.02% | −23,490−4.6% | 減碼 |
| Charles Schwab Investment Management Inc | 481,234 | $4,210 萬 | 0.01% | +14,769+3.2% | 加碼 |
| Jennison Associates LLC | 471,159 | $4,122 萬 | 0.04% | +58,772+14.3% | 加碼 |
| Natixis Advisors, L.P. | 470,013 | $4,112 萬 | 0.14% | +82,236+21.2% | 加碼 |
| Goldman Sachs Group Inc | 433,527 | $3,793 萬 | 0.01% | +130,287+43.0% | 加碼 |
| New York State Common Retirement Fund | 428,773 | $3,751 萬 | 0.05% | −9,494−2.2% | 減碼 |
| Wellington Management Group LLP | 425,248 | $3,720 萬 | 0.01% | +123,069+40.7% | 加碼 |
| Nordea Investment Management AB | 421,231 | $3,651 萬 | 0.05% | −88,849−17.4% | 減碼 |
| Bank of New York Mellon Corp | 373,725 | $3,270 萬 | 0.01% | +4,606+1.2% | 加碼 |
| Macquarie Group Ltd | 366,880 | $3,210 萬 | 0.04% | +173,663+89.9% | 加碼 |
| FIL Ltd | 315,147 | $2,757 萬 | 0.03% | +261,219+484.4% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 290,211 | $2,539 萬 | 1.73% | +5,759+2.0% | 加碼 |
| Ancora Advisors, LLC | 283,980 | $2,485 萬 | 0.71% | +34,217+13.7% | 加碼 |
| Vigilant Capital Management, LLC | 257,095 | $2,249 萬 | 1.83% | +256,784+82,567.2% | 加碼 |
| Envestnet Asset Management Inc | 253,645 | $2,219 萬 | 0.01% | +5,478+2.2% | 加碼 |
| Royce & Associates LP | 245,439 | $2,147 萬 | 0.21% | +30,700+14.3% | 加碼 |
| Argent Capital Management LLC | 207,611 | $1,816 萬 | 0.63% | +4,294+2.1% | 加碼 |
| UBS Group AG | 200,029 | $1,750 萬 | 0.01% | +242+0.1% | 加碼 |
| Emerald Advisers, LLC | 182,033 | $1,593 萬 | 0.76% | −2,253−1.2% | 減碼 |
| JPMorgan Chase & Co | 177,640 | $1,554 萬 | 0.00% | +24,065+15.7% | 加碼 |
| Flputnam Investment Management Co | 171,665 | $1,502 萬 | 0.49% | −7,495−4.2% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 164,230 | $1,437 萬 | 0.07% | +61,863+60.4% | 加碼 |
| Eagle Asset Management Inc | 163,804 | $1,433 萬 | 0.08% | +4,868+3.1% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 153,734 | $1,345 萬 | 0.79% | −2,068−1.3% | 減碼 |
| Nuveen Asset Management, LLC | 139,923 | $1,224 萬 | 0.00% | −64,383−31.5% | 減碼 |
| Polen Capital Management LLC | 137,581 | $1,204 萬 | 0.03% | −3,682−2.6% | 減碼 |
| Montanaro Asset Management Ltd | 131,000 | $1,146 萬 | 1.78% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 129,893 | $1,136 萬 | 0.72% | +1,445+1.1% | 加碼 |
| Segall Bryant & Hamill, LLC | 122,596 | $1,073 萬 | 0.12% | +1,530+1.3% | 加碼 |
| Great Lakes Advisors, LLC | 117,152 | $1,025 萬 | 0.09% | +117,152 | 新進 |
| Schroder Investment Management Group | 114,654 | $1,003 萬 | 0.01% | −191,452−62.5% | 減碼 |
| West Coast Financial LLC | 112,834 | $987.2 萬 | 1.51% | −1,710−1.5% | 減碼 |
| Russell Investments Group, Ltd. | 109,429 | $957.4 萬 | 0.02% | −38,735−26.1% | 減碼 |
| Swiss National Bank | 107,536 | $940.8 萬 | 0.01% | −12,300−10.3% | 減碼 |
| California Public Employees Retirement System | 105,758 | $925.3 萬 | 0.01% | −15,533−12.8% | 減碼 |
| Rhumbline Advisers | 102,821 | $899.6 萬 | 0.01% | +2,427+2.4% | 加碼 |
| Pier Capital, LLC | 95,372 | $834.4 萬 | 1.27% | −16,045−14.4% | 減碼 |
| Invesco Ltd. | 85,627 | $749.2 萬 | 0.00% | −651−0.8% | 減碼 |
| Northwest & Ethical Investments L.P. | 85,105 | $744.6 萬 | 0.25% | −17,405−17.0% | 減碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 80,648 | $705.6 萬 | 2.25% | −1,489−1.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 77,018 | $673.8 萬 | 0.03% | +71,011+1,182.1% | 加碼 |
| Raymond James & Associates | 76,109 | $665.9 萬 | 0.01% | +6,474+9.3% | 加碼 |
| First Trust Advisors LP | 74,218 | $649.3 萬 | 0.01% | −825,787−91.8% | 減碼 |
| Crawford Investment Counsel Inc | 69,886 | $611.4 萬 | 0.13% | −2,240−3.1% | 減碼 |
| Stifel Financial Corp | 68,699 | $601.0 萬 | 0.01% | +12,504+22.3% | 加碼 |
| Jane Street Group, LLC | 65,598 | $573.9 萬 | 0.01% | +52,105+386.2% | 加碼 |
| Ergoteles LLC | 63,136 | $552.4 萬 | 0.22% | +63,136 | 新進 |
| California State Teachers Retirement System | 62,700 | $548.6 萬 | 0.01% | −481−0.8% | 減碼 |
| Vestcor Inc | 62,139 | $543.7 萬 | 0.20% | −18,531−23.0% | 減碼 |
| STRS Ohio | 58,300 | $510.0 萬 | 0.02% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 57,453 | $502.7 萬 | 0.00% | +571+1.0% | 加碼 |
| Castleark Management LLC | 55,450 | $485.1 萬 | 0.24% | +55,450 | 新進 |
| Credit Suisse AG | 53,536 | $468.4 萬 | 0.00% | +2,009+3.9% | 加碼 |
| Alps Advisors Inc | 50,994 | $446.1 萬 | 0.04% | +5,612+12.4% | 加碼 |
| Legal & General Group Plc | 50,553 | $442.3 萬 | 0.00% | +2,065+4.3% | 加碼 |
| FineMark National Bank & Trust | 48,059 | $420.5 萬 | 0.18% | +2,220+4.8% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 47,572 | $416.2 萬 | 2.18% | +2,622+5.8% | 加碼 |
| Man Group plc | – | $412.2 萬 | 0.01% | – | – |
| Grandeur Peak Global Advisors, LLC | 46,415 | $406.1 萬 | 0.25% | +39,300+552.4% | 加碼 |
| ExodusPoint Capital Management, LP | 44,385 | $388.3 萬 | 0.04% | +44,385 | 新進 |
| NFJ Investment Group, LLC | 42,766 | $374.2 萬 | 0.10% | −133−0.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 41,602 | $364.0 萬 | 0.01% | +27,772+200.8% | 加碼 |
| Mutual of America Capital Management LLC | 40,525 | $354.6 萬 | 0.04% | −1,868−4.4% | 減碼 |
| Fifth Third Bancorp | 40,267 | $352.3 萬 | 0.02% | +935+2.4% | 加碼 |
| Victory Capital Management Inc | 40,181 | $351.5 萬 | 0.00% | +18,984+89.6% | 加碼 |
| Citadel Advisors LLC | 39,384 | $344.6 萬 | 0.00% | −8,327−17.5% | 減碼 |
| Susquehanna International Group, LLP | 39,298 | $343.8 萬 | 0.01% | +34,161+665.0% | 加碼 |
| Truist Financial Corp | 39,289 | $343.7 萬 | 0.01% | −1,354−3.3% | 減碼 |
| Oppenheimer Asset Management Inc. | 38,265 | $334.8 萬 | 0.05% | +68+0.2% | 加碼 |
| Fiera Capital Corp | 38,215 | $334.3 萬 | 0.01% | +442+1.2% | 加碼 |
| Deutsche Bank AG | 37,881 | $331.4 萬 | 0.00% | −304−0.8% | 減碼 |
| Weil Company, Inc. | 37,677 | $329.6 萬 | 1.50% | −2,040−5.1% | 減碼 |
| Royal Bank of Canada | 33,582 | $293.8 萬 | 0.00% | −19,450−36.7% | 減碼 |
| Millennium Management LLC | 32,711 | $286.2 萬 | 0.00% | +30,187+1,196.0% | 加碼 |
| Public Employees Retirement System of Ohio | 30,368 | $265.7 萬 | 0.01% | +241+0.8% | 加碼 |