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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 2,956 | $25.9 萬 | 0.00% | +7+0.2% | 加碼 |
| Riverwater Partners LLC | 2,983 | $26.1 萬 | 0.24% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 3,065 | $26.8 萬 | 0.01% | +780+34.1% | 加碼 |
| Dynamic Technology Lab Private Ltd | 3,090 | $27.0 萬 | 0.02% | −8,460−73.2% | 減碼 |
| Captrust Financial Advisors | 3,148 | $27.5 萬 | 0.00% | +241+8.3% | 加碼 |
| Mackenzie Financial Corp | 3,188 | $27.9 萬 | 0.00% | −900−22.0% | 減碼 |
| XTX Topco Ltd | 3,282 | $28.7 萬 | 0.06% | +3,282 | 新進 |
| Duality Advisers, LP | 3,339 | $29.2 萬 | 0.03% | −78−2.3% | 減碼 |
| First Bank & Trust | 3,361 | $29.4 萬 | 0.08% | −138−3.9% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 3,649 | $31.9 萬 | 0.01% | +10+0.3% | 加碼 |
| Wealth Alliance | 3,651 | $31.9 萬 | 0.05% | +671+22.5% | 加碼 |
| Nebula Research & Development LLC | 3,666 | $32.1 萬 | 0.57% | +3,666 | 新進 |
| Miracle Mile Advisors, LLC | 3,683 | $32.2 萬 | 0.01% | −293−7.4% | 減碼 |
| Virtu Financial LLC | 3,791 | $33.2 萬 | 0.04% | +3,791 | 新進 |
| Johnson Financial Group, Inc. | 3,832 | $33.5 萬 | 0.02% | +3,832 | 新進 |
| Yorktown Management & Research Co Inc | 3,850 | $33.7 萬 | 0.36% | 00.0% | 不變 |
| Sendero Wealth Management, LLC | 3,859 | $33.8 萬 | 0.10% | +650+20.3% | 加碼 |
| J2 Capital Management Inc | 3,966 | $34.7 萬 | 0.54% | +1,227+44.8% | 加碼 |
| Summit Trail Advisors, LLC | 4,029 | $35.2 萬 | 0.01% | +472+13.3% | 加碼 |
| Axq Capital, LP | 4,100 | $35.9 萬 | 0.14% | +4,100 | 新進 |
| FDx Advisors, Inc. | 4,173 | $36.4 萬 | 0.02% | 00.0% | 不變 |
| Hamilton Capital Partners Inc. | 4,598 | $40.2 萬 | 0.15% | −4,438−49.1% | 減碼 |
| Rockefeller Capital Management L.P. | 4,642 | $40.6 萬 | 0.00% | +434+10.3% | 加碼 |
| Clifford Group, LLC | 4,668 | $40.8 萬 | 0.50% | +186+4.1% | 加碼 |
| Moneta Group Investment Advisors LLC | 4,712 | $41.2 萬 | 0.01% | +679+16.8% | 加碼 |
| JustInvest LLC | 4,818 | $42.2 萬 | 0.01% | +673+16.2% | 加碼 |
| CAPROCK Group, Inc. | 4,869 | $42.6 萬 | 0.03% | +4,869 | 新進 |
| Studio Investment Management LLC | 4,969 | $43.5 萬 | 0.13% | +4,969 | 新進 |
| Fulton Bank, N.A. | 4,979 | $43.6 萬 | 0.02% | +410+9.0% | 加碼 |
| Intrust Bank NA | 5,017 | $43.9 萬 | 0.06% | −92−1.8% | 減碼 |
| SYSTM Wealth Solutions LLC | 5,065 | $44.3 萬 | 0.07% | −825−14.0% | 減碼 |
| Isthmus Partners, LLC | 5,080 | $44.4 萬 | 0.06% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 5,265 | $45.9 萬 | 0.01% | +1,415+36.8% | 加碼 |
| Keybank National Association | 5,348 | $46.8 萬 | 0.00% | 00.0% | 不變 |
| Linden Thomas Advisory Services, LLC | 5,689 | $49.8 萬 | 0.12% | +1,791+45.9% | 加碼 |
| PFS Investments Inc. | 5,912 | $50.4 萬 | 0.01% | +2,210+59.7% | 加碼 |
| Voloridge Investment Management, LLC | 5,766 | $50.4 萬 | 0.00% | +3,155+120.8% | 加碼 |
| Brookstone Capital Management | 5,593 | $50.7 萬 | 0.01% | +200+3.7% | 加碼 |
| Alpine Woods Capital Investors, LLC | 5,809 | $50.8 萬 | 0.08% | −10−0.2% | 減碼 |
| ProShare Advisors LLC | 5,981 | $52.3 萬 | 0.00% | −4,265−41.6% | 減碼 |
| Centiva Capital, LP | 6,257 | $54.7 萬 | 0.03% | +6,257 | 新進 |
| James Investment Research Inc | 6,335 | $55.4 萬 | 0.07% | 00.0% | 不變 |
| Walleye Capital LLC | 6,461 | $56.5 萬 | 0.01% | −5,847−47.5% | 減碼 |
| Pictet Asset Management SA | 6,519 | $57.0 萬 | 0.00% | +534+8.9% | 加碼 |
| Naples Global Advisors, LLC | 6,795 | $59.4 萬 | 0.07% | −640−8.6% | 減碼 |
| Cresset Asset Management, LLC | 6,979 | $61.1 萬 | 0.01% | +6,979 | 新進 |
| Martingale Asset Management L P | 7,100 | $62.1 萬 | 0.01% | −9,712−57.8% | 減碼 |
| Amalgamated Bank | 7,165 | $62.7 萬 | 0.01% | −1,046−12.7% | 減碼 |
| Mariner, LLC | 7,167 | $62.7 萬 | 0.00% | +833+13.2% | 加碼 |
| AXA S.A. | 7,200 | $63.0 萬 | 0.00% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 7,284 | $63.7 萬 | 0.00% | −7,971−52.3% | 減碼 |
| Empowered Funds, LLC | 7,400 | $64.7 萬 | 0.04% | +91+1.2% | 加碼 |
| Van Eck Associates Corp | 7,587 | $66.4 萬 | 0.00% | +5,608+283.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 7,594 | $66.4 萬 | 0.01% | −795−9.5% | 減碼 |
| Integrated Investment Consultants, LLC | 7,648 | $66.9 萬 | 0.21% | −160−2.0% | 減碼 |
| State of Wisconsin Investment Board | 7,679 | $67.2 萬 | 0.00% | +1,488+24.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,770 | $68.0 萬 | 0.00% | +542+7.5% | 加碼 |
| Beverly Hills Private Wealth, LLC | 7,810 | $68.3 萬 | 0.21% | +1,324+20.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 7,832 | $68.5 萬 | 0.00% | −455−5.5% | 減碼 |
| Commerce Bank | 7,942 | $69.5 萬 | 0.01% | +179+2.3% | 加碼 |
| Connable Office Inc | 7,995 | $69.9 萬 | 0.10% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 8,158 | $71.4 萬 | 0.00% | 00.0% | 不變 |
| FourThought Financial Partners, LLC | 8,233 | $72.0 萬 | 0.10% | −174−2.1% | 減碼 |
| Cetera Advisor Networks LLC | 8,338 | $72.9 萬 | 0.01% | +475+6.0% | 加碼 |
| Alberta Investment Management Corp | 8,350 | $73.1 萬 | 0.01% | +8,350 | 新進 |
| Equitable Trust Co | 8,721 | $76.3 萬 | 0.06% | −1,069−10.9% | 減碼 |
| Cubist Systematic Strategies, LLC | 9,006 | $78.8 萬 | 0.01% | +2,395+36.2% | 加碼 |
| Citigroup Inc | 9,165 | $80.2 萬 | 0.00% | +379+4.3% | 加碼 |
| TownSquare Capital, LLC | 9,738 | $85.2 萬 | 0.02% | +1,742+21.8% | 加碼 |
| Okabena Investment Services Inc | 5,999 | $85.8 萬 | 0.61% | +5,814+3,142.7% | 加碼 |
| Guggenheim Capital LLC | 10,466 | $91.6 萬 | 0.01% | +1,229+13.3% | 加碼 |
| Kingsview Wealth Management, LLC | 10,478 | $91.7 萬 | 0.04% | +10,478 | 新進 |
| Park Avenue Securities LLC | 10,792 | $94.4 萬 | 0.02% | +796+8.0% | 加碼 |
| Great West Life Assurance Co | 11,208 | $98.2 萬 | 0.00% | +4,740+73.3% | 加碼 |
| AQR Capital Management LLC | 11,268 | $98.6 萬 | 0.00% | +2,259+25.1% | 加碼 |
| Twinbeech Capital LP | 11,474 | $100.4 萬 | 0.02% | +8,933+351.6% | 加碼 |
| Teacher Retirement System of Texas | 11,575 | $101.3 萬 | 0.01% | −7,485−39.3% | 減碼 |
| Zurich Insurance Group Ltd | 11,900 | $104.1 萬 | 0.01% | +11,900 | 新進 |
| EFG Asset Management (North America) Corp. | 12,039 | $105.3 萬 | 0.23% | −674−5.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 12,597 | $110.2 萬 | 0.01% | +8,897+240.5% | 加碼 |
| VELA Investment Management, LLC | 12,895 | $112.8 萬 | 0.51% | +6,925+116.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 13,181 | $115.3 萬 | 0.05% | −2,532−16.1% | 減碼 |
| Prudential Financial Inc | 14,776 | $115.7 萬 | 0.00% | −283−1.9% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,377 | $117.0 萬 | 0.08% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 13,693 | $119.8 萬 | 0.04% | +690+5.3% | 加碼 |
| Atria Investments LLC | 13,965 | $122.2 萬 | 0.02% | −1,450−9.4% | 減碼 |
| Arizona State Retirement System | 14,444 | $126.4 萬 | 0.01% | +430+3.1% | 加碼 |
| Ensign Peak Advisors, Inc | 14,480 | $126.7 萬 | 0.00% | +2,670+22.6% | 加碼 |
| Geneos Wealth Management Inc. | 14,656 | $128.2 萬 | 0.08% | −3,273−18.3% | 減碼 |
| GWM Advisors LLC | 14,725 | $128.8 萬 | 0.02% | +795+5.7% | 加碼 |
| Prana Capital Management, LP | 14,841 | $129.8 萬 | 0.11% | −17,552−54.2% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 14,846 | $129.9 萬 | 0.00% | +1,681+12.8% | 加碼 |
| Cannell Peter B & Co Inc | 15,320 | $134.0 萬 | 0.05% | 00.0% | 不變 |
| Taylor Frigon Capital Management LLC | 16,378 | $143.3 萬 | 0.78% | −349−2.1% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 16,863 | $147.5 萬 | 0.38% | −60−0.4% | 減碼 |
| MML Investors Services, LLC | 17,143 | $150.0 萬 | 0.01% | −2,026−10.6% | 減碼 |
| State Board of Administration of Florida Retirement System | 17,272 | $151.1 萬 | 0.00% | +400+2.4% | 加碼 |
| Renaissance Group LLC | 17,547 | $153.5 萬 | 0.07% | −727−4.0% | 減碼 |
| Davenport & Co LLC | 17,990 | $157.4 萬 | 0.01% | +687+4.0% | 加碼 |
| Brookfield Asset Management Inc. | 18,180 | $159.1 萬 | 0.01% | −6,980−27.7% | 減碼 |