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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 18,589 | $162.6 萬 | 0.01% | +9,532+105.2% | 加碼 |
| CWM, LLC | 18,764 | $164.2 萬 | 0.01% | −113−0.6% | 減碼 |
| Illinois Municipal Retirement Fund | 18,964 | $165.9 萬 | 0.04% | 00.0% | 不變 |
| Inceptionr LLC | 19,154 | $167.6 萬 | 0.54% | +19,154 | 新進 |
| Voya Investment Management LLC | 19,388 | $169.6 萬 | 0.00% | −103−0.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 20,219 | $176.9 萬 | 0.00% | +116+0.6% | 加碼 |
| Bank of Montreal | 20,331 | $180.5 萬 | 0.00% | +861+4.4% | 加碼 |
| Principal Financial Group Inc | 22,045 | $192.9 萬 | 0.00% | −3,720−14.4% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 22,185 | $194.1 萬 | 0.00% | +672+3.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 22,209 | $194.3 萬 | 0.00% | −5,653−20.3% | 減碼 |
| Regions Financial Corp | 22,212 | $194.4 萬 | 0.02% | +597+2.8% | 加碼 |
| HBK Investments L P | 22,512 | $197.0 萬 | 0.07% | +22,512 | 新進 |
| American Century Companies Inc | 22,567 | $197.4 萬 | 0.00% | −16,150−41.7% | 減碼 |
| Assenagon Asset Management S.A. | 23,721 | $207.5 萬 | 0.01% | +23,721 | 新進 |
| American International Group, Inc. | 24,527 | $214.6 萬 | 0.01% | +864+3.7% | 加碼 |
| Price T Rowe Associates Inc | 24,640 | $215.6 萬 | 0.00% | +935+3.9% | 加碼 |
| HighTower Advisors, LLC | 24,836 | $216.4 萬 | 0.00% | −2,454−9.0% | 減碼 |
| Harbor Advisors LLC | 25,000 | $218.7 萬 | 0.51% | 00.0% | 不變 |
| Barclays PLC | 25,720 | $225.0 萬 | 0.00% | +2,660+11.5% | 加碼 |
| MetLife Investment Management | 26,647 | $233.1 萬 | 0.02% | +437+1.7% | 加碼 |
| Whittier Trust Co | 26,848 | $234.9 萬 | 0.04% | +420+1.6% | 加碼 |
| First Republic Investment Management, Inc. | 27,198 | $238.0 萬 | 0.01% | +529+2.0% | 加碼 |
| US Bancorp | 27,774 | $243.0 萬 | 0.00% | +859+3.2% | 加碼 |
| Balyasny Asset Management LLC | 28,567 | $249.9 萬 | 0.01% | +28,042+5,341.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 28,794 | $251.9 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 29,478 | $257.9 萬 | 0.00% | +492+1.7% | 加碼 |
| Janus Henderson Group PLC | 29,934 | $261.9 萬 | 0.00% | +15,040+101.0% | 加碼 |
| LPL Financial LLC | 29,935 | $261.9 萬 | 0.00% | +2,484+9.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 29,954 | $262.1 萬 | 0.00% | +7,574+33.8% | 加碼 |
| PDT Partners, LLC | 29,961 | $262.1 萬 | 0.36% | +17,353+137.6% | 加碼 |
| Public Employees Retirement System of Ohio | 30,368 | $265.7 萬 | 0.01% | +241+0.8% | 加碼 |
| Millennium Management LLC | 32,711 | $286.2 萬 | 0.00% | +30,187+1,196.0% | 加碼 |
| Royal Bank of Canada | 33,582 | $293.8 萬 | 0.00% | −19,450−36.7% | 減碼 |
| Weil Company, Inc. | 37,677 | $329.6 萬 | 1.50% | −2,040−5.1% | 減碼 |
| Deutsche Bank AG | 37,881 | $331.4 萬 | 0.00% | −304−0.8% | 減碼 |
| Fiera Capital Corp | 38,215 | $334.3 萬 | 0.01% | +442+1.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 38,265 | $334.8 萬 | 0.05% | +68+0.2% | 加碼 |
| Truist Financial Corp | 39,289 | $343.7 萬 | 0.01% | −1,354−3.3% | 減碼 |
| Susquehanna International Group, LLP | 39,298 | $343.8 萬 | 0.01% | +34,161+665.0% | 加碼 |
| Citadel Advisors LLC | 39,384 | $344.6 萬 | 0.00% | −8,327−17.5% | 減碼 |
| Victory Capital Management Inc | 40,181 | $351.5 萬 | 0.00% | +18,984+89.6% | 加碼 |
| Fifth Third Bancorp | 40,267 | $352.3 萬 | 0.02% | +935+2.4% | 加碼 |
| Mutual of America Capital Management LLC | 40,525 | $354.6 萬 | 0.04% | −1,868−4.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 41,602 | $364.0 萬 | 0.01% | +27,772+200.8% | 加碼 |
| NFJ Investment Group, LLC | 42,766 | $374.2 萬 | 0.10% | −133−0.3% | 減碼 |
| ExodusPoint Capital Management, LP | 44,385 | $388.3 萬 | 0.04% | +44,385 | 新進 |
| Grandeur Peak Global Advisors, LLC | 46,415 | $406.1 萬 | 0.25% | +39,300+552.4% | 加碼 |
| Man Group plc | – | $412.2 萬 | 0.01% | – | – |
| Walled Lake Planning & Wealth Management, LLC | 47,572 | $416.2 萬 | 2.18% | +2,622+5.8% | 加碼 |
| FineMark National Bank & Trust | 48,059 | $420.5 萬 | 0.18% | +2,220+4.8% | 加碼 |
| Legal & General Group Plc | 50,553 | $442.3 萬 | 0.00% | +2,065+4.3% | 加碼 |
| Alps Advisors Inc | 50,994 | $446.1 萬 | 0.04% | +5,612+12.4% | 加碼 |
| Credit Suisse AG | 53,536 | $468.4 萬 | 0.00% | +2,009+3.9% | 加碼 |
| Castleark Management LLC | 55,450 | $485.1 萬 | 0.24% | +55,450 | 新進 |
| UBS Asset Management Americas Inc | 57,453 | $502.7 萬 | 0.00% | +571+1.0% | 加碼 |
| STRS Ohio | 58,300 | $510.0 萬 | 0.02% | 00.0% | 不變 |
| Vestcor Inc | 62,139 | $543.7 萬 | 0.20% | −18,531−23.0% | 減碼 |
| California State Teachers Retirement System | 62,700 | $548.6 萬 | 0.01% | −481−0.8% | 減碼 |
| Ergoteles LLC | 63,136 | $552.4 萬 | 0.22% | +63,136 | 新進 |
| Jane Street Group, LLC | 65,598 | $573.9 萬 | 0.01% | +52,105+386.2% | 加碼 |
| Stifel Financial Corp | 68,699 | $601.0 萬 | 0.01% | +12,504+22.3% | 加碼 |
| Crawford Investment Counsel Inc | 69,886 | $611.4 萬 | 0.13% | −2,240−3.1% | 減碼 |
| First Trust Advisors LP | 74,218 | $649.3 萬 | 0.01% | −825,787−91.8% | 減碼 |
| Raymond James & Associates | 76,109 | $665.9 萬 | 0.01% | +6,474+9.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 77,018 | $673.8 萬 | 0.03% | +71,011+1,182.1% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 80,648 | $705.6 萬 | 2.25% | −1,489−1.8% | 減碼 |
| Northwest & Ethical Investments L.P. | 85,105 | $744.6 萬 | 0.25% | −17,405−17.0% | 減碼 |
| Invesco Ltd. | 85,627 | $749.2 萬 | 0.00% | −651−0.8% | 減碼 |
| Pier Capital, LLC | 95,372 | $834.4 萬 | 1.27% | −16,045−14.4% | 減碼 |
| Rhumbline Advisers | 102,821 | $899.6 萬 | 0.01% | +2,427+2.4% | 加碼 |
| California Public Employees Retirement System | 105,758 | $925.3 萬 | 0.01% | −15,533−12.8% | 減碼 |
| Swiss National Bank | 107,536 | $940.8 萬 | 0.01% | −12,300−10.3% | 減碼 |
| Russell Investments Group, Ltd. | 109,429 | $957.4 萬 | 0.02% | −38,735−26.1% | 減碼 |
| West Coast Financial LLC | 112,834 | $987.2 萬 | 1.51% | −1,710−1.5% | 減碼 |
| Schroder Investment Management Group | 114,654 | $1,003 萬 | 0.01% | −191,452−62.5% | 減碼 |
| Great Lakes Advisors, LLC | 117,152 | $1,025 萬 | 0.09% | +117,152 | 新進 |
| Segall Bryant & Hamill, LLC | 122,596 | $1,073 萬 | 0.12% | +1,530+1.3% | 加碼 |
| GHP Investment Advisors, Inc. | 129,893 | $1,136 萬 | 0.72% | +1,445+1.1% | 加碼 |
| Montanaro Asset Management Ltd | 131,000 | $1,146 萬 | 1.78% | 00.0% | 不變 |
| Polen Capital Management LLC | 137,581 | $1,204 萬 | 0.03% | −3,682−2.6% | 減碼 |
| Nuveen Asset Management, LLC | 139,923 | $1,224 萬 | 0.00% | −64,383−31.5% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 153,734 | $1,345 萬 | 0.79% | −2,068−1.3% | 減碼 |
| Eagle Asset Management Inc | 163,804 | $1,433 萬 | 0.08% | +4,868+3.1% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 164,230 | $1,437 萬 | 0.07% | +61,863+60.4% | 加碼 |
| Flputnam Investment Management Co | 171,665 | $1,502 萬 | 0.49% | −7,495−4.2% | 減碼 |
| JPMorgan Chase & Co | 177,640 | $1,554 萬 | 0.00% | +24,065+15.7% | 加碼 |
| Emerald Advisers, LLC | 182,033 | $1,593 萬 | 0.76% | −2,253−1.2% | 減碼 |
| UBS Group AG | 200,029 | $1,750 萬 | 0.01% | +242+0.1% | 加碼 |
| Argent Capital Management LLC | 207,611 | $1,816 萬 | 0.63% | +4,294+2.1% | 加碼 |
| Royce & Associates LP | 245,439 | $2,147 萬 | 0.21% | +30,700+14.3% | 加碼 |
| Envestnet Asset Management Inc | 253,645 | $2,219 萬 | 0.01% | +5,478+2.2% | 加碼 |
| Vigilant Capital Management, LLC | 257,095 | $2,249 萬 | 1.83% | +256,784+82,567.2% | 加碼 |
| Ancora Advisors, LLC | 283,980 | $2,485 萬 | 0.71% | +34,217+13.7% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 290,211 | $2,539 萬 | 1.73% | +5,759+2.0% | 加碼 |
| FIL Ltd | 315,147 | $2,757 萬 | 0.03% | +261,219+484.4% | 加碼 |
| Macquarie Group Ltd | 366,880 | $3,210 萬 | 0.04% | +173,663+89.9% | 加碼 |
| Bank of New York Mellon Corp | 373,725 | $3,270 萬 | 0.01% | +4,606+1.2% | 加碼 |
| Nordea Investment Management AB | 421,231 | $3,651 萬 | 0.05% | −88,849−17.4% | 減碼 |
| Wellington Management Group LLP | 425,248 | $3,720 萬 | 0.01% | +123,069+40.7% | 加碼 |
| New York State Common Retirement Fund | 428,773 | $3,751 萬 | 0.05% | −9,494−2.2% | 減碼 |