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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 412,432 | $4,051 萬 | 0.06% | −8,799−2.1% | 減碼 |
| SEI Investments Co | 442,134 | $4,347 萬 | 0.08% | −96,191−17.9% | 減碼 |
| Northern Trust Corp | 483,575 | $4,754 萬 | 0.01% | −253,655−34.4% | 減碼 |
| Franklin Resources Inc | 486,093 | $4,779 萬 | 0.02% | −679−0.1% | 減碼 |
| Capital International Investors | 505,332 | $4,968 萬 | 0.01% | +505,332 | 新進 |
| Natixis Advisors, L.P. | 506,872 | $4,983 萬 | 0.15% | +36,859+7.8% | 加碼 |
| Norges Bank | 553,567 | $5,442 萬 | 0.01% | −66,383−10.7% | 減碼 |
| Wells Fargo & Company | 590,799 | $5,808 萬 | 0.02% | −72,583−10.9% | 減碼 |
| GW&K Investment Management, LLC | 632,085 | $6,214 萬 | 0.59% | −6,599−1.0% | 減碼 |
| Dimensional Fund Advisors LP | 695,737 | $6,840 萬 | 0.02% | +3,747+0.5% | 加碼 |
| Van Berkom & Associates Inc. | 733,427 | $7,210 萬 | 2.62% | −9,290−1.3% | 減碼 |
| Geode Capital Management, LLC | 767,859 | $7,549 萬 | 0.01% | −220,286−22.3% | 減碼 |
| State Street Corp | 846,988 | $8,327 萬 | 0.00% | −270,289−24.2% | 減碼 |
| Morgan Stanley | 873,040 | $8,583 萬 | 0.01% | −42,610−4.7% | 減碼 |
| Thrivent Financial for Lutherans | 873,628 | $8,589 萬 | 0.20% | +36,961+4.4% | 加碼 |
| FMR LLC | 887,428 | $8,724 萬 | 0.01% | +119,195+15.5% | 加碼 |
| Millennium Management LLC | 902,664 | $8,874 萬 | 0.09% | +869,953+2,659.5% | 加碼 |
| Ameriprise Financial Inc | 960,843 | $9,446 萬 | 0.03% | +5,795+0.6% | 加碼 |
| Neuberger Berman Group LLC | 1,047,607 | $1.03 億 | 0.09% | −32,540−3.0% | 減碼 |
| Bank of America Corp | 1,055,504 | $1.04 億 | 0.01% | −350,472−24.9% | 減碼 |
| Fiduciary Management Inc | 1,140,679 | $1.12 億 | 1.13% | +53,799+4.9% | 加碼 |
| Clearbridge Investments, LLC | 1,178,039 | $1.16 億 | 0.10% | +2,973+0.3% | 加碼 |
| Bamco Inc | 1,299,577 | $1.28 億 | 0.35% | +1,000+0.1% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 1,358,599 | $1.34 億 | 0.09% | −10,458−0.8% | 減碼 |
| Burgundy Asset Management Ltd. | 1,630,486 | $1.60 億 | 1.89% | +40,710+2.6% | 加碼 |
| Wellington Management Group LLP | 1,744,911 | $1.72 億 | 0.03% | +1,319,663+310.3% | 加碼 |
| Alliancebernstein L.P. | 2,567,219 | $2.52 億 | 0.10% | −296,314−10.3% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,742,448 | $2.70 億 | 0.76% | +47,178+1.8% | 加碼 |
| Earnest Partners LLC | 3,088,671 | $3.04 億 | 1.70% | −606,834−16.4% | 減碼 |
| BlackRock Inc. | 3,149,880 | $3.10 億 | 0.01% | −867,764−21.6% | 減碼 |
| Vanguard Group Inc | 5,059,883 | $4.97 億 | 0.01% | −153,849−3.0% | 減碼 |
| Castleark Management LLC | 0 | $0 | 0.00% | −55,450−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −39,384−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −28,567−100.0% | 清倉 |
| HBK Investments L P | 0 | $0 | 0.00% | −22,512−100.0% | 清倉 |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −22,185−100.0% | 清倉 |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −20,219−100.0% | 清倉 |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −18,180−100.0% | 清倉 |
| Renaissance Group LLC | 0 | $0 | 0.00% | −17,547−100.0% | 清倉 |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −14,841−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −11,474−100.0% | 清倉 |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −10,478−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −9,006−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −7,284−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −7,200−100.0% | 清倉 |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −7,100−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −6,461−100.0% | 清倉 |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −5,981−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −5,766−100.0% | 清倉 |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −4,173−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,100−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,791−100.0% | 清倉 |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −3,683−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −3,666−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −3,339−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,282−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −3,188−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,090−100.0% | 清倉 |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −2,758−100.0% | 清倉 |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −2,741−100.0% | 清倉 |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −2,383−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,359−100.0% | 清倉 |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −907−100.0% | 清倉 |
| Goldstream Capital Management Ltd | 0 | $0 | 0.00% | −721−100.0% | 清倉 |
| Jackson, Grant Investment Advisers, Inc. | 0 | $0 | 0.00% | −353−100.0% | 清倉 |
| Ellevest, Inc. | 0 | $0 | 0.00% | −303−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −296−100.0% | 清倉 |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −249−100.0% | 清倉 |
| Sageworth Trust Co | 0 | $0 | 0.00% | −130−100.0% | 清倉 |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Schubert & Co | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Morton Brown Family Wealth, LLC | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Accel Wealth Management | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Avion Wealth | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | 本季未申報 |