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 |
|---|---|---|---|---|---|
| Taylor Frigon Capital Management LLC | 15,797 | $155.3 萬 | 0.76% | −581−3.5% | 減碼 |
| Beverly Hills Private Wealth, LLC | 15,529 | $155.7 萬 | 0.26% | +7,719+98.8% | 加碼 |
| Principal Financial Group Inc | 16,242 | $159.7 萬 | 0.00% | −5,803−26.3% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 16,843 | $165.6 萬 | 0.40% | −20−0.1% | 減碼 |
| CWM, LLC | 17,776 | $174.8 萬 | 0.01% | −988−5.3% | 減碼 |
| Davenport & Co LLC | 17,974 | $176.7 萬 | 0.01% | −16−0.1% | 減碼 |
| Bank of Montreal | 18,431 | $182.0 萬 | 0.00% | −1,900−9.3% | 減碼 |
| First Republic Investment Management, Inc. | 18,909 | $185.9 萬 | 0.01% | −8,289−30.5% | 減碼 |
| American Century Companies Inc | 19,053 | $187.3 萬 | 0.00% | −3,514−15.6% | 減碼 |
| Alberta Investment Management Corp | 19,119 | $188.0 萬 | 0.02% | +10,769+129.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 20,174 | $198.3 萬 | 0.00% | −2,035−9.2% | 減碼 |
| MML Investors Services, LLC | 20,866 | $205.1 萬 | 0.01% | +3,723+21.7% | 加碼 |
| Treasurer of the State of North Carolina | 21,720 | $213.5 萬 | 0.01% | +21,720 | 新進 |
| State Board of Administration of Florida Retirement System | 22,113 | $217.4 萬 | 0.00% | +4,841+28.0% | 加碼 |
| Regions Financial Corp | 22,263 | $218.9 萬 | 0.02% | +51+0.2% | 加碼 |
| Price T Rowe Associates Inc | 22,519 | $221.4 萬 | 0.00% | −2,121−8.6% | 減碼 |
| Citigroup Inc | 23,735 | $233.3 萬 | 0.00% | +14,570+159.0% | 加碼 |
| Janus Henderson Group PLC | 24,149 | $237.4 萬 | 0.00% | −5,785−19.3% | 減碼 |
| HighTower Advisors, LLC | 24,897 | $244.8 萬 | 0.00% | +61+0.2% | 加碼 |
| Harbor Advisors LLC | 25,000 | $245.8 萬 | 0.52% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 27,220 | $267.6 萬 | 0.09% | +13,527+98.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 28,794 | $283.1 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 29,020 | $285.3 萬 | 0.00% | +1,246+4.5% | 加碼 |
| Advisor Group Holdings, Inc. | 29,724 | $292.3 萬 | 0.01% | +246+0.8% | 加碼 |
| Royal Bank of Canada | 29,854 | $293.5 萬 | 0.00% | −3,728−11.1% | 減碼 |
| PDT Partners, LLC | 29,957 | $294.5 萬 | 0.41% | −40.0% | 減碼 |
| LPL Financial LLC | 30,919 | $304.0 萬 | 0.00% | +984+3.3% | 加碼 |
| ExodusPoint Capital Management, LP | 34,754 | $341.7 萬 | 0.04% | −9,631−21.7% | 減碼 |
| Edgestream Partners, L.P. | 35,111 | $345.2 萬 | 0.31% | +35,111 | 新進 |
| Fiera Capital Corp | 36,032 | $354.2 萬 | 0.01% | −2,183−5.7% | 減碼 |
| Fifth Third Bancorp | 36,363 | $357.5 萬 | 0.02% | −3,904−9.7% | 減碼 |
| Weil Company, Inc. | 37,481 | $368.5 萬 | 1.64% | −196−0.5% | 減碼 |
| Oppenheimer Asset Management Inc. | 37,619 | $369.8 萬 | 0.05% | −646−1.7% | 減碼 |
| Mutual of America Capital Management LLC | 37,648 | $370.1 萬 | 0.04% | −2,877−7.1% | 減碼 |
| Truist Financial Corp | 40,648 | $399.6 萬 | 0.01% | +1,359+3.5% | 加碼 |
| Centiva Capital, LP | 40,999 | $403.1 萬 | 0.20% | +34,742+555.3% | 加碼 |
| Barclays PLC | 42,606 | $418.9 萬 | 0.00% | +16,886+65.7% | 加碼 |
| NFJ Investment Group, LLC | 42,745 | $420.2 萬 | 0.11% | −210.0% | 減碼 |
| Vestcor Inc | 45,534 | $447.6 萬 | 0.16% | −16,605−26.7% | 減碼 |
| Victory Capital Management Inc | 46,595 | $458.1 萬 | 0.01% | +6,414+16.0% | 加碼 |
| STRS Ohio | 46,600 | $458.1 萬 | 0.02% | −11,700−20.1% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 47,748 | $469.4 萬 | 2.28% | +176+0.4% | 加碼 |
| FineMark National Bank & Trust | 47,910 | $471.0 萬 | 0.19% | −149−0.3% | 減碼 |
| First Trust Advisors LP | 49,532 | $486.9 萬 | 0.01% | −24,686−33.3% | 減碼 |
| UBS Asset Management Americas Inc | 57,453 | $502.7 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 52,500 | $516.1 萬 | 0.09% | +25,652+95.5% | 加碼 |
| Man Group plc | 56,329 | $553.8 萬 | 0.02% | – | – |
| Renaissance Technologies LLC | 57,900 | $569.2 萬 | 0.01% | +57,900 | 新進 |
| California State Teachers Retirement System | 61,215 | $601.8 萬 | 0.01% | −1,485−2.4% | 減碼 |
| Credit Suisse AG | 63,520 | $624.5 萬 | 0.01% | +9,984+18.6% | 加碼 |
| Ergoteles LLC | 66,085 | $649.7 萬 | 0.31% | +2,949+4.7% | 加碼 |
| Stifel Financial Corp | 67,609 | $664.7 萬 | 0.01% | −1,090−1.6% | 減碼 |
| Invesco Ltd. | 68,223 | $670.7 萬 | 0.00% | −17,404−20.3% | 減碼 |
| Crawford Investment Counsel Inc | 68,836 | $676.7 萬 | 0.14% | −1,050−1.5% | 減碼 |
| Alps Advisors Inc | 74,016 | $727.7 萬 | 0.06% | +23,022+45.1% | 加碼 |
| Public Employees Retirement System of Ohio | 77,619 | $763.1 萬 | 0.03% | +47,251+155.6% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 81,680 | $803.0 萬 | 2.38% | +1,032+1.3% | 加碼 |
| Legal & General Group Plc | 82,127 | $807.4 萬 | 0.00% | +31,574+62.5% | 加碼 |
| Raymond James & Associates | 83,072 | $816.7 萬 | 0.01% | +6,963+9.1% | 加碼 |
| Northwest & Ethical Investments L.P. | 85,105 | $836.7 萬 | 0.27% | 00.0% | 不變 |
| Grandeur Peak Global Advisors, LLC | 87,430 | $859.5 萬 | 0.59% | +41,015+88.4% | 加碼 |
| Nuveen Asset Management, LLC | 92,656 | $910.9 萬 | 0.00% | −47,267−33.8% | 減碼 |
| Pier Capital, LLC | 97,687 | $960.4 萬 | 1.38% | +2,315+2.4% | 加碼 |
| California Public Employees Retirement System | 98,825 | $971.5 萬 | 0.01% | −6,933−6.6% | 減碼 |
| Public Employees Retirement Association of Colorado | 98,871 | $972.0 萬 | 0.05% | +21,853+28.4% | 加碼 |
| Rhumbline Advisers | 101,485 | $997.7 萬 | 0.01% | −1,336−1.3% | 減碼 |
| Russell Investments Group, Ltd. | 102,736 | $1,010 萬 | 0.02% | −6,693−6.1% | 減碼 |
| JPMorgan Chase & Co | 108,813 | $1,070 萬 | 0.00% | −68,827−38.7% | 減碼 |
| Swiss National Bank | 110,136 | $1,083 萬 | 0.01% | +2,600+2.4% | 加碼 |
| Jane Street Group, LLC | 112,850 | $1,109 萬 | 0.02% | +47,252+72.0% | 加碼 |
| West Coast Financial LLC | 112,982 | $1,111 萬 | 1.57% | +148+0.1% | 加碼 |
| Schroder Investment Management Group | 114,384 | $1,125 萬 | 0.02% | −270−0.2% | 減碼 |
| Great Lakes Advisors, LLC | 117,960 | $1,160 萬 | 0.12% | +808+0.7% | 加碼 |
| New York State Common Retirement Fund | 122,429 | $1,204 萬 | 0.02% | −306,344−71.4% | 減碼 |
| Segall Bryant & Hamill, LLC | 123,165 | $1,211 萬 | 0.13% | +569+0.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 124,176 | $1,221 萬 | 0.02% | +94,222+314.6% | 加碼 |
| HRT Financial LP | 125,148 | $1,230 萬 | 0.12% | +125,148 | 新進 |
| Polen Capital Management LLC | 130,892 | $1,287 萬 | 0.03% | −6,689−4.9% | 減碼 |
| GHP Investment Advisors, Inc. | 133,437 | $1,363 萬 | 0.80% | +3,544+2.7% | 加碼 |
| Montanaro Asset Management Ltd | 139,000 | $1,367 萬 | 2.16% | +8,000+6.1% | 加碼 |
| Eagle Asset Management Inc | 139,224 | $1,369 萬 | 0.08% | −24,580−15.0% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 153,734 | $1,511 萬 | 0.82% | 00.0% | 不變 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 164,230 | $1,615 萬 | 0.07% | 00.0% | 不變 |
| Flputnam Investment Management Co | 171,296 | $1,684 萬 | 0.46% | −369−0.2% | 減碼 |
| UBS Group AG | 173,899 | $1,710 萬 | 0.01% | −26,130−13.1% | 減碼 |
| Susquehanna International Group, LLP | 175,292 | $1,723 萬 | 0.03% | +135,994+346.1% | 加碼 |
| Emerald Advisers, LLC | 182,103 | $1,790 萬 | 0.78% | +700.0% | 加碼 |
| Argent Capital Management LLC | 199,043 | $1,957 萬 | 0.63% | −8,568−4.1% | 減碼 |
| Royce & Associates LP | 236,439 | $2,324 萬 | 0.23% | −9,000−3.7% | 減碼 |
| Envestnet Asset Management Inc | 265,594 | $2,611 萬 | 0.01% | +11,949+4.7% | 加碼 |
| Vigilant Capital Management, LLC | 266,093 | $2,616 萬 | 1.96% | +8,998+3.5% | 加碼 |
| Ancora Advisors, LLC | 282,679 | $2,779 萬 | 0.73% | −1,301−0.5% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 294,619 | $2,896 萬 | 1.86% | +4,408+1.5% | 加碼 |
| Bank of New York Mellon Corp | 329,223 | $3,237 萬 | 0.01% | −44,502−11.9% | 減碼 |
| Brown Advisory Inc | 367,505 | $3,613 萬 | 0.06% | +367,505 | 新進 |
| Macquarie Group Ltd | 371,138 | $3,649 萬 | 0.04% | +4,258+1.2% | 加碼 |
| Jennison Associates LLC | 374,227 | $3,679 萬 | 0.03% | −96,932−20.6% | 減碼 |
| Charles Schwab Investment Management Inc | 376,580 | $3,702 萬 | 0.01% | −104,654−21.7% | 減碼 |
| Goldman Sachs Group Inc | 392,392 | $3,858 萬 | 0.01% | −41,135−9.5% | 減碼 |
| FIL Ltd | 401,315 | $3,945 萬 | 0.04% | +86,168+27.3% | 加碼 |