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 2 季 13F 持有人
Houlihan Lokey, Inc. 在 2023/6/30 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
- 331
- 較 2023 年第 1 季 +2 家
- 持有股數
- 5,002 萬
- 較 2023 年第 1 季 −22.7 萬 (−0.5%)
- 總市值
- $49.2 億
- 較 2023 年第 1 季 +$5.17 億 (+11.7%)
- 新進機構
- 46
- 另有 104 家加碼
- 清倉機構
- 44
- 另有 124 家減碼
另有 1 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 2,753 | $27.1 萬 | 0.01% | −88−3.1% | 減碼 |
| Creative Planning | 2,803 | $27.6 萬 | 0.00% | +435+18.4% | 加碼 |
| Hilton Capital Management, LLC | 2,822 | $27.7 萬 | 0.03% | +2,822 | 新進 |
| AE Wealth Management LLC | 2,847 | $28.0 萬 | 0.00% | +138+5.1% | 加碼 |
| Capital Impact Advisors, LLC | 2,901 | $28.5 萬 | 0.31% | 00.0% | 不變 |
| Stephenson National Bank & Trust | 2,964 | $29.1 萬 | 0.16% | +155+5.5% | 加碼 |
| Riverwater Partners LLC | 2,983 | $29.3 萬 | 0.26% | 00.0% | 不變 |
| Trexquant Investment LP | 3,048 | $30.0 萬 | 0.01% | +3,048 | 新進 |
| Private Advisor Group, LLC | 3,078 | $30.7 萬 | 0.00% | +122+4.1% | 加碼 |
| J2 Capital Management Inc | 3,228 | $31.7 萬 | 0.38% | −738−18.6% | 減碼 |
| Sawtooth Solutions, LLC | 3,264 | $32.1 萬 | 0.01% | +3,264 | 新進 |
| Marshall Wace, LLP | 3,294 | $32.4 萬 | 0.00% | +3,294 | 新進 |
| First Bank & Trust | 3,361 | $33.0 萬 | 0.08% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 3,420 | $33.6 萬 | 0.01% | −229−6.3% | 減碼 |
| Bleakley Financial Group, LLC | 3,451 | $33.9 萬 | 0.01% | +3,451 | 新進 |
| Hantz Financial Services, Inc. | 3,459 | $34.0 萬 | 0.01% | +394+12.9% | 加碼 |
| Pearl River Capital, LLC | 3,514 | $34.5 萬 | 0.06% | +674+23.7% | 加碼 |
| Old Mission Capital LLC | 3,717 | $36.5 萬 | 0.01% | +3,717 | 新進 |
| AIA Group Ltd | 3,785 | $37.2 萬 | 0.02% | +3,785 | 新進 |
| Yorktown Management & Research Co Inc | 3,850 | $37.8 萬 | 0.41% | 00.0% | 不變 |
| Wealth Alliance | 3,897 | $38.3 萬 | 0.06% | +246+6.7% | 加碼 |
| Maryland State Retirement & Pension System | 3,928 | $38.6 萬 | 0.01% | +3,928 | 新進 |
| State of Wisconsin Investment Board | 4,000 | $39.3 萬 | 0.00% | −3,679−47.9% | 減碼 |
| LMR Partners LLP | 4,018 | $39.5 萬 | 0.01% | +4,018 | 新進 |
| Summit Trail Advisors, LLC | 4,023 | $39.6 萬 | 0.01% | −6−0.1% | 減碼 |
| Keybank National Association | 4,033 | $39.6 萬 | 0.00% | −1,315−24.6% | 減碼 |
| Schonfeld Strategic Advisors LLC | 4,150 | $40.8 萬 | 0.00% | −8,447−67.1% | 減碼 |
| Squarepoint Ops LLC | 4,432 | $43.6 萬 | 0.00% | −14,157−76.2% | 減碼 |
| Sendero Wealth Management, LLC | 4,592 | $45.1 萬 | 0.10% | +733+19.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 4,596 | $45.2 萬 | 0.02% | +2,562+126.0% | 加碼 |
| Hamilton Capital Partners Inc. | 4,598 | $45.2 萬 | 0.16% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 4,845 | $47.6 萬 | 0.01% | +133+2.8% | 加碼 |
| CAPROCK Group, Inc. | 4,869 | $47.9 萬 | 0.04% | 00.0% | 不變 |
| Alpine Woods Capital Investors, LLC | 4,887 | $48.0 萬 | 0.07% | −922−15.9% | 減碼 |
| Intrust Bank NA | 4,991 | $49.1 萬 | 0.06% | −26−0.5% | 減碼 |
| Isthmus Partners, LLC | 5,080 | $49.9 萬 | 0.07% | 00.0% | 不變 |
| JustInvest LLC | 5,176 | $50.9 萬 | 0.02% | +358+7.4% | 加碼 |
| Resources Management Corp | 5,288 | $52.0 萬 | 0.08% | +4,688+781.3% | 加碼 |
| Studio Investment Management LLC | 5,360 | $52.7 萬 | 0.15% | +391+7.9% | 加碼 |
| Jefferies Financial Group Inc. | 5,393 | $53.0 萬 | 0.01% | +5,393 | 新進 |
| Fulton Bank, N.A. | 5,419 | $53.3 萬 | 0.03% | +440+8.8% | 加碼 |
| Brookstone Capital Management | 5,776 | $55.0 萬 | 0.01% | +183+3.3% | 加碼 |
| Clifford Group, LLC | 5,930 | $58.3 萬 | 0.63% | +1,262+27.0% | 加碼 |
| Pictet Asset Management SA | 5,978 | $58.8 萬 | 0.00% | −541−8.3% | 減碼 |
| Deutsche Bank AG | 6,002 | $59.0 萬 | 0.00% | −31,879−84.2% | 減碼 |
| PFS Investments Inc. | 6,256 | $61.5 萬 | 0.01% | +344+5.8% | 加碼 |
| James Investment Research Inc | 6,338 | $62.3 萬 | 0.08% | +30.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 6,800 | $66.9 萬 | 0.03% | −6,381−48.4% | 減碼 |
| Rockefeller Capital Management L.P. | 6,964 | $68.5 萬 | 0.00% | +2,322+50.0% | 加碼 |
| Commerce Bank | 6,978 | $68.6 萬 | 0.01% | −964−12.1% | 減碼 |
| Naples Global Advisors, LLC | 7,010 | $68.9 萬 | 0.08% | +215+3.2% | 加碼 |
| Linden Thomas Advisory Services, LLC | 7,048 | $69.3 萬 | 0.15% | +1,359+23.9% | 加碼 |
| Mariner, LLC | 7,251 | $71.3 萬 | 0.00% | +84+1.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 7,310 | $71.9 萬 | 0.01% | −284−3.7% | 減碼 |
| Van Eck Associates Corp | 7,597 | $74.7 萬 | 0.00% | +10+0.1% | 加碼 |
| Empowered Funds, LLC | 7,641 | $75.1 萬 | 0.03% | +241+3.3% | 加碼 |
| EA Series Trust | 7,641 | $75.1 萬 | 0.03% | +7,641 | 新進 |
| Integrated Investment Consultants, LLC | 7,669 | $75.4 萬 | 0.24% | +21+0.3% | 加碼 |
| Amalgamated Bank | 7,780 | $76.5 萬 | 0.01% | +615+8.6% | 加碼 |
| Connable Office Inc | 7,995 | $78.6 萬 | 0.11% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 8,158 | $80.2 萬 | 0.00% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 8,196 | $80.6 萬 | 0.01% | +8,196 | 新進 |
| Dark Forest Capital Management LP | 8,216 | $80.8 萬 | 0.08% | +8,216 | 新進 |
| Qube Research & Technologies Ltd | 8,416 | $82.7 萬 | 0.00% | +8,416 | 新進 |
| Cetera Advisor Networks LLC | 8,455 | $83.1 萬 | 0.01% | +117+1.4% | 加碼 |
| Assenagon Asset Management S.A. | 8,569 | $84.2 萬 | 0.00% | −15,152−63.9% | 減碼 |
| Laurion Capital Management LP | 8,618 | $84.7 萬 | 0.04% | +8,618 | 新進 |
| Allspring Global Investments Holdings, LLC | 8,657 | $85.1 萬 | 0.00% | +825+10.5% | 加碼 |
| Natixis | 8,700 | $85.5 萬 | 0.01% | +8,700 | 新進 |
| Equitable Trust Co | 8,721 | $85.7 萬 | 0.07% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,788 | $86.4 萬 | 0.00% | +1,018+13.1% | 加碼 |
| Verition Fund Management LLC | 8,854 | $87.0 萬 | 0.01% | +8,854 | 新進 |
| FourThought Financial Partners, LLC | 8,957 | $88.1 萬 | 0.12% | +724+8.8% | 加碼 |
| Voya Investment Management LLC | 9,536 | $93.7 萬 | 0.00% | −9,852−50.8% | 減碼 |
| Guggenheim Capital LLC | 9,595 | $94.3 萬 | 0.01% | −871−8.3% | 減碼 |
| AQR Capital Management LLC | 9,815 | $96.5 萬 | 0.00% | −1,453−12.9% | 減碼 |
| Inceptionr LLC | 10,553 | $103.7 萬 | 0.55% | −8,601−44.9% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 10,564 | $103.9 萬 | 0.11% | +10,564 | 新進 |
| Prudential Financial Inc | 13,364 | $104.7 萬 | 0.00% | −1,412−9.6% | 減碼 |
| TownSquare Capital, LLC | 10,655 | $104.8 萬 | 0.02% | +917+9.4% | 加碼 |
| Captrust Financial Advisors | 11,149 | $109.6 萬 | 0.00% | +8,001+254.2% | 加碼 |
| EFG Asset Management (North America) Corp. | 11,366 | $111.7 萬 | 0.24% | −673−5.6% | 減碼 |
| Park Avenue Securities LLC | 11,775 | $115.8 萬 | 0.02% | +983+9.1% | 加碼 |
| Teacher Retirement System of Texas | 11,810 | $116.1 萬 | 0.01% | +235+2.0% | 加碼 |
| Zurich Insurance Group Ltd | 11,900 | $117.0 萬 | 0.01% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,037 | $118.3 萬 | 0.08% | −1,340−10.0% | 減碼 |
| Cresset Asset Management, LLC | 12,092 | $118.9 萬 | 0.01% | +5,113+73.3% | 加碼 |
| Cannell Peter B & Co Inc | 12,245 | $120.4 萬 | 0.04% | −3,075−20.1% | 減碼 |
| Great West Life Assurance Co | 12,226 | $120.6 萬 | 0.00% | +1,018+9.1% | 加碼 |
| Daiwa Securities Group Inc. | 12,651 | $124.4 萬 | 0.01% | +12,651 | 新進 |
| HSBC Holdings PLC | 12,762 | $125.9 萬 | 0.00% | +12,762 | 新進 |
| VELA Investment Management, LLC | 12,895 | $126.8 萬 | 0.59% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 12,960 | $127.4 萬 | 0.00% | −1,520−10.5% | 減碼 |
| Atria Investments LLC | 13,398 | $131.7 萬 | 0.02% | −567−4.1% | 減碼 |
| GWM Advisors LLC | 13,489 | $132.6 萬 | 0.01% | −1,236−8.4% | 減碼 |
| Arizona State Retirement System | 14,215 | $139.7 萬 | 0.01% | −229−1.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 14,567 | $143.2 萬 | 0.00% | −279−1.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 14,822 | $145.7 萬 | 0.00% | −26,780−64.4% | 減碼 |
| Illinois Municipal Retirement Fund | 14,881 | $146.3 萬 | 0.03% | −4,083−21.5% | 減碼 |
| Geneos Wealth Management Inc. | 15,555 | $152.9 萬 | 0.08% | +899+6.1% | 加碼 |