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 |
|---|---|---|---|---|---|
| PDT Partners, LLC | 29,961 | $262.1 萬 | 0.36% | +17,353+137.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 29,954 | $262.1 萬 | 0.00% | +7,574+33.8% | 加碼 |
| LPL Financial LLC | 29,935 | $261.9 萬 | 0.00% | +2,484+9.0% | 加碼 |
| Janus Henderson Group PLC | 29,934 | $261.9 萬 | 0.00% | +15,040+101.0% | 加碼 |
| Advisor Group Holdings, Inc. | 29,478 | $257.9 萬 | 0.00% | +492+1.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 28,794 | $251.9 萬 | 0.01% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 28,567 | $249.9 萬 | 0.01% | +28,042+5,341.3% | 加碼 |
| US Bancorp | 27,774 | $243.0 萬 | 0.00% | +859+3.2% | 加碼 |
| First Republic Investment Management, Inc. | 27,198 | $238.0 萬 | 0.01% | +529+2.0% | 加碼 |
| Whittier Trust Co | 26,848 | $234.9 萬 | 0.04% | +420+1.6% | 加碼 |
| MetLife Investment Management | 26,647 | $233.1 萬 | 0.02% | +437+1.7% | 加碼 |
| Barclays PLC | 25,720 | $225.0 萬 | 0.00% | +2,660+11.5% | 加碼 |
| Harbor Advisors LLC | 25,000 | $218.7 萬 | 0.51% | 00.0% | 不變 |
| HighTower Advisors, LLC | 24,836 | $216.4 萬 | 0.00% | −2,454−9.0% | 減碼 |
| Price T Rowe Associates Inc | 24,640 | $215.6 萬 | 0.00% | +935+3.9% | 加碼 |
| American International Group, Inc. | 24,527 | $214.6 萬 | 0.01% | +864+3.7% | 加碼 |
| Assenagon Asset Management S.A. | 23,721 | $207.5 萬 | 0.01% | +23,721 | 新進 |
| American Century Companies Inc | 22,567 | $197.4 萬 | 0.00% | −16,150−41.7% | 減碼 |
| HBK Investments L P | 22,512 | $197.0 萬 | 0.07% | +22,512 | 新進 |
| Regions Financial Corp | 22,212 | $194.4 萬 | 0.02% | +597+2.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 22,209 | $194.3 萬 | 0.00% | −5,653−20.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 22,185 | $194.1 萬 | 0.00% | +672+3.1% | 加碼 |
| Principal Financial Group Inc | 22,045 | $192.9 萬 | 0.00% | −3,720−14.4% | 減碼 |
| Bank of Montreal | 20,331 | $180.5 萬 | 0.00% | +861+4.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 20,219 | $176.9 萬 | 0.00% | +116+0.6% | 加碼 |
| Voya Investment Management LLC | 19,388 | $169.6 萬 | 0.00% | −103−0.5% | 減碼 |
| Inceptionr LLC | 19,154 | $167.6 萬 | 0.54% | +19,154 | 新進 |
| Illinois Municipal Retirement Fund | 18,964 | $165.9 萬 | 0.04% | 00.0% | 不變 |
| CWM, LLC | 18,764 | $164.2 萬 | 0.01% | −113−0.6% | 減碼 |
| Squarepoint Ops LLC | 18,589 | $162.6 萬 | 0.01% | +9,532+105.2% | 加碼 |
| Brookfield Asset Management Inc. | 18,180 | $159.1 萬 | 0.01% | −6,980−27.7% | 減碼 |
| Davenport & Co LLC | 17,990 | $157.4 萬 | 0.01% | +687+4.0% | 加碼 |
| Renaissance Group LLC | 17,547 | $153.5 萬 | 0.07% | −727−4.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 17,272 | $151.1 萬 | 0.00% | +400+2.4% | 加碼 |
| MML Investors Services, LLC | 17,143 | $150.0 萬 | 0.01% | −2,026−10.6% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 16,863 | $147.5 萬 | 0.38% | −60−0.4% | 減碼 |
| Taylor Frigon Capital Management LLC | 16,378 | $143.3 萬 | 0.78% | −349−2.1% | 減碼 |
| Cannell Peter B & Co Inc | 15,320 | $134.0 萬 | 0.05% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 14,846 | $129.9 萬 | 0.00% | +1,681+12.8% | 加碼 |
| Prana Capital Management, LP | 14,841 | $129.8 萬 | 0.11% | −17,552−54.2% | 減碼 |
| GWM Advisors LLC | 14,725 | $128.8 萬 | 0.02% | +795+5.7% | 加碼 |
| Geneos Wealth Management Inc. | 14,656 | $128.2 萬 | 0.08% | −3,273−18.3% | 減碼 |
| Ensign Peak Advisors, Inc | 14,480 | $126.7 萬 | 0.00% | +2,670+22.6% | 加碼 |
| Arizona State Retirement System | 14,444 | $126.4 萬 | 0.01% | +430+3.1% | 加碼 |
| Atria Investments LLC | 13,965 | $122.2 萬 | 0.02% | −1,450−9.4% | 減碼 |
| Whittier Trust Co of Nevada Inc | 13,693 | $119.8 萬 | 0.04% | +690+5.3% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,377 | $117.0 萬 | 0.08% | 00.0% | 不變 |
| Prudential Financial Inc | 14,776 | $115.7 萬 | 0.00% | −283−1.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 13,181 | $115.3 萬 | 0.05% | −2,532−16.1% | 減碼 |
| VELA Investment Management, LLC | 12,895 | $112.8 萬 | 0.51% | +6,925+116.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 12,597 | $110.2 萬 | 0.01% | +8,897+240.5% | 加碼 |
| EFG Asset Management (North America) Corp. | 12,039 | $105.3 萬 | 0.23% | −674−5.3% | 減碼 |
| Zurich Insurance Group Ltd | 11,900 | $104.1 萬 | 0.01% | +11,900 | 新進 |
| Teacher Retirement System of Texas | 11,575 | $101.3 萬 | 0.01% | −7,485−39.3% | 減碼 |
| Twinbeech Capital LP | 11,474 | $100.4 萬 | 0.02% | +8,933+351.6% | 加碼 |
| AQR Capital Management LLC | 11,268 | $98.6 萬 | 0.00% | +2,259+25.1% | 加碼 |
| Great West Life Assurance Co | 11,208 | $98.2 萬 | 0.00% | +4,740+73.3% | 加碼 |
| Park Avenue Securities LLC | 10,792 | $94.4 萬 | 0.02% | +796+8.0% | 加碼 |
| Kingsview Wealth Management, LLC | 10,478 | $91.7 萬 | 0.04% | +10,478 | 新進 |
| Guggenheim Capital LLC | 10,466 | $91.6 萬 | 0.01% | +1,229+13.3% | 加碼 |
| Okabena Investment Services Inc | 5,999 | $85.8 萬 | 0.61% | +5,814+3,142.7% | 加碼 |
| TownSquare Capital, LLC | 9,738 | $85.2 萬 | 0.02% | +1,742+21.8% | 加碼 |
| Citigroup Inc | 9,165 | $80.2 萬 | 0.00% | +379+4.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 9,006 | $78.8 萬 | 0.01% | +2,395+36.2% | 加碼 |
| Equitable Trust Co | 8,721 | $76.3 萬 | 0.06% | −1,069−10.9% | 減碼 |
| Alberta Investment Management Corp | 8,350 | $73.1 萬 | 0.01% | +8,350 | 新進 |
| Cetera Advisor Networks LLC | 8,338 | $72.9 萬 | 0.01% | +475+6.0% | 加碼 |
| FourThought Financial Partners, LLC | 8,233 | $72.0 萬 | 0.10% | −174−2.1% | 減碼 |
| Handelsbanken Fonder AB | 8,158 | $71.4 萬 | 0.00% | 00.0% | 不變 |
| Connable Office Inc | 7,995 | $69.9 萬 | 0.10% | 00.0% | 不變 |
| Commerce Bank | 7,942 | $69.5 萬 | 0.01% | +179+2.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 7,832 | $68.5 萬 | 0.00% | −455−5.5% | 減碼 |
| Beverly Hills Private Wealth, LLC | 7,810 | $68.3 萬 | 0.21% | +1,324+20.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,770 | $68.0 萬 | 0.00% | +542+7.5% | 加碼 |
| State of Wisconsin Investment Board | 7,679 | $67.2 萬 | 0.00% | +1,488+24.0% | 加碼 |
| Integrated Investment Consultants, LLC | 7,648 | $66.9 萬 | 0.21% | −160−2.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 7,594 | $66.4 萬 | 0.01% | −795−9.5% | 減碼 |
| Van Eck Associates Corp | 7,587 | $66.4 萬 | 0.00% | +5,608+283.4% | 加碼 |
| Empowered Funds, LLC | 7,400 | $64.7 萬 | 0.04% | +91+1.2% | 加碼 |
| Los Angeles Capital Management LLC | 7,284 | $63.7 萬 | 0.00% | −7,971−52.3% | 減碼 |
| AXA S.A. | 7,200 | $63.0 萬 | 0.00% | 00.0% | 不變 |
| 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 |
| Martingale Asset Management L P | 7,100 | $62.1 萬 | 0.01% | −9,712−57.8% | 減碼 |
| Cresset Asset Management, LLC | 6,979 | $61.1 萬 | 0.01% | +6,979 | 新進 |
| Naples Global Advisors, LLC | 6,795 | $59.4 萬 | 0.07% | −640−8.6% | 減碼 |
| Pictet Asset Management SA | 6,519 | $57.0 萬 | 0.00% | +534+8.9% | 加碼 |
| Walleye Capital LLC | 6,461 | $56.5 萬 | 0.01% | −5,847−47.5% | 減碼 |
| James Investment Research Inc | 6,335 | $55.4 萬 | 0.07% | 00.0% | 不變 |
| Centiva Capital, LP | 6,257 | $54.7 萬 | 0.03% | +6,257 | 新進 |
| ProShare Advisors LLC | 5,981 | $52.3 萬 | 0.00% | −4,265−41.6% | 減碼 |
| Alpine Woods Capital Investors, LLC | 5,809 | $50.8 萬 | 0.08% | −10−0.2% | 減碼 |
| Brookstone Capital Management | 5,593 | $50.7 萬 | 0.01% | +200+3.7% | 加碼 |
| Voloridge Investment Management, LLC | 5,766 | $50.4 萬 | 0.00% | +3,155+120.8% | 加碼 |
| PFS Investments Inc. | 5,912 | $50.4 萬 | 0.01% | +2,210+59.7% | 加碼 |
| Linden Thomas Advisory Services, LLC | 5,689 | $49.8 萬 | 0.12% | +1,791+45.9% | 加碼 |
| Keybank National Association | 5,348 | $46.8 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 5,265 | $45.9 萬 | 0.01% | +1,415+36.8% | 加碼 |
| Isthmus Partners, LLC | 5,080 | $44.4 萬 | 0.06% | 00.0% | 不變 |
| SYSTM Wealth Solutions LLC | 5,065 | $44.3 萬 | 0.07% | −825−14.0% | 減碼 |