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 |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 433,527 | $3,793 萬 | 0.01% | +130,287+43.0% | 加碼 |
| Natixis Advisors, L.P. | 470,013 | $4,112 萬 | 0.14% | +82,236+21.2% | 加碼 |
| Jennison Associates LLC | 471,159 | $4,122 萬 | 0.04% | +58,772+14.3% | 加碼 |
| Charles Schwab Investment Management Inc | 481,234 | $4,210 萬 | 0.01% | +14,769+3.2% | 加碼 |
| Franklin Resources Inc | 486,772 | $4,259 萬 | 0.02% | −23,490−4.6% | 減碼 |
| SEI Investments Co | 538,325 | $4,710 萬 | 0.09% | +39,131+7.8% | 加碼 |
| Norges Bank | 619,950 | $5,424 萬 | 0.01% | +118,186+23.6% | 加碼 |
| GW&K Investment Management, LLC | 638,684 | $5,588 萬 | 0.54% | +1,472+0.2% | 加碼 |
| Wells Fargo & Company | 663,382 | $5,804 萬 | 0.02% | +5,136+0.8% | 加碼 |
| Dimensional Fund Advisors LP | 691,990 | $6,054 萬 | 0.02% | −109,886−13.7% | 減碼 |
| Northern Trust Corp | 737,230 | $6,450 萬 | 0.01% | +16,207+2.2% | 加碼 |
| Van Berkom & Associates Inc. | 742,717 | $6,498 萬 | 2.40% | +43,423+6.2% | 加碼 |
| FMR LLC | 768,233 | $6,721 萬 | 0.01% | +60,016+8.5% | 加碼 |
| Thrivent Financial for Lutherans | 836,667 | $7,320 萬 | 0.18% | +61,673+8.0% | 加碼 |
| Morgan Stanley | 915,650 | $8,011 萬 | 0.01% | −15,614−1.7% | 減碼 |
| Ameriprise Financial Inc | 955,048 | $8,356 萬 | 0.03% | +203,035+27.0% | 加碼 |
| Geode Capital Management, LLC | 988,145 | $8,645 萬 | 0.01% | −161,253−14.0% | 減碼 |
| Neuberger Berman Group LLC | 1,080,147 | $9,450 萬 | 0.09% | −17,986−1.6% | 減碼 |
| Fiduciary Management Inc | 1,086,880 | $9,509 萬 | 0.96% | −27,251−2.4% | 減碼 |
| State Street Corp | 1,117,277 | $9,775 萬 | 0.01% | +50,000+4.7% | 加碼 |
| Clearbridge Investments, LLC | 1,175,066 | $1.03 億 | 0.10% | +139,895+13.5% | 加碼 |
| Bamco Inc | 1,298,577 | $1.14 億 | 0.34% | −2,596−0.2% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 1,369,057 | $1.20 億 | 0.09% | +11,219+0.8% | 加碼 |
| Bank of America Corp | 1,405,976 | $1.23 億 | 0.01% | +69,927+5.2% | 加碼 |
| Burgundy Asset Management Ltd. | 1,589,776 | $1.39 億 | 1.72% | +12,685+0.8% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,695,270 | $2.36 億 | 0.69% | +1,955+0.1% | 加碼 |
| Alliancebernstein L.P. | 2,863,533 | $2.51 億 | 0.11% | +17,929+0.6% | 加碼 |
| Earnest Partners LLC | 3,695,505 | $3.23 億 | 1.87% | +40,583+1.1% | 加碼 |
| BlackRock Inc. | 4,017,644 | $3.52 億 | 0.01% | −478,242−10.6% | 減碼 |
| Vanguard Group Inc | 5,213,732 | $4.56 億 | 0.01% | +119,352+2.3% | 加碼 |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −81,500−100.0% | 清倉 |
| Summit Global Investments | 0 | $0 | 0.00% | −68,739−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −59,500−100.0% | 清倉 |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −41,076−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −30,600−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −21,977−100.0% | 清倉 |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −12,162−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −12,119−100.0% | 清倉 |
| Prudential PLC | 0 | $0 | 0.00% | −11,280−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −11,123−100.0% | 清倉 |
| Lifestyle Asset Management, Inc. | 0 | $0 | 0.00% | −11,077−100.0% | 清倉 |
| Aviva PLC | 0 | $0 | 0.00% | −10,572−100.0% | 清倉 |
| Carmignac Gestion | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −8,562−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,968−100.0% | 清倉 |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −6,458−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −5,716−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −5,225−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −4,820−100.0% | 清倉 |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −3,999−100.0% | 清倉 |
| Cna Financial Corp | 0 | $0 | 0.00% | −3,902−100.0% | 清倉 |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −3,355−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −3,350−100.0% | 清倉 |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −2,830−100.0% | 清倉 |
| Pzena Investment Management LLC | 0 | $0 | 0.00% | −2,561−100.0% | 清倉 |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −2,524−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,424−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −920−100.0% | 清倉 |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −818−100.0% | 清倉 |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −540−100.0% | 清倉 |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −86−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −26−100.0% | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Laurel Wealth Advisors, Inc. | – | – | – | – | 本季未申報 |
| YorkBridge Wealth Partners, LLC | – | – | – | – | 本季未申報 |
| Cornerstone Planning Group LLC | – | – | – | – | 本季未申報 |
| Heritage Wealth Management, LLC | – | – | – | – | 本季未申報 |
| CoreCap Advisors, LLC | – | – | – | – | 本季未申報 |