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 3 季 13F 持有人
Houlihan Lokey, Inc. 在 2023/9/30 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
- 338
- 較 2023 年第 2 季 +13 家
- 持有股數
- 5,024 萬
- 較 2023 年第 2 季 +52.4 萬 (+1.1%)
- 總市值
- $53.9 億
- 較 2023 年第 2 季 +$5.05 億 (+10.3%)
- 新進機構
- 52
- 另有 130 家加碼
- 清倉機構
- 39
- 另有 100 家減碼
另有 6 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,930,740 | $5.28 億 | 0.01% | −129,143−2.6% | 減碼 |
| Earnest Partners LLC | 3,123,251 | $3.35 億 | 1.93% | +34,580+1.1% | 加碼 |
| BlackRock Inc. | 3,046,459 | $3.26 億 | 0.01% | −103,421−3.3% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,760,144 | $2.96 億 | 0.84% | +17,696+0.6% | 加碼 |
| Wellington Management Group LLP | 2,723,687 | $2.92 億 | 0.06% | +978,776+56.1% | 加碼 |
| Burgundy Asset Management Ltd. | 1,668,037 | $1.79 億 | 2.19% | +37,551+2.3% | 加碼 |
| Alliancebernstein L.P. | 1,611,751 | $1.73 億 | 0.07% | −955,468−37.2% | 減碼 |
| FMR LLC | 1,507,610 | $1.61 億 | 0.01% | +620,182+69.9% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 1,356,412 | $1.45 億 | 0.10% | −2,187−0.2% | 減碼 |
| Bamco Inc | 1,299,577 | $1.39 億 | 0.40% | 00.0% | 不變 |
| Clearbridge Investments, LLC | 1,179,495 | $1.26 億 | 0.12% | +1,456+0.1% | 加碼 |
| Fiduciary Management Inc | 1,155,892 | $1.24 億 | 1.26% | +15,213+1.3% | 加碼 |
| Ameriprise Financial Inc | 1,098,434 | $1.18 億 | 0.04% | +137,591+14.3% | 加碼 |
| Neuberger Berman Group LLC | 1,043,844 | $1.12 億 | 0.10% | −3,763−0.4% | 減碼 |
| Bank of America Corp | 1,016,531 | $1.09 億 | 0.01% | −38,973−3.7% | 減碼 |
| Thrivent Financial for Lutherans | 948,115 | $1.02 億 | 0.24% | +74,487+8.5% | 加碼 |
| State Street Corp | 875,677 | $9,380 萬 | 0.01% | +28,689+3.4% | 加碼 |
| Van Berkom & Associates Inc. | 867,036 | $9,288 萬 | 3.02% | +133,609+18.2% | 加碼 |
| Geode Capital Management, LLC | 799,382 | $8,564 萬 | 0.01% | +31,523+4.1% | 加碼 |
| Morgan Stanley | 723,042 | $7,745 萬 | 0.01% | −149,998−17.2% | 減碼 |
| Dimensional Fund Advisors LP | 664,765 | $7,121 萬 | 0.02% | −30,972−4.5% | 減碼 |
| GW&K Investment Management, LLC | 634,924 | $6,801 萬 | 0.68% | +2,839+0.4% | 加碼 |
| Norges Bank | 560,390 | $6,003 萬 | 0.01% | +6,823+1.2% | 加碼 |
| Natixis Advisors, L.P. | 548,160 | $5,872 萬 | 0.18% | +41,288+8.1% | 加碼 |
| Capital International Investors | 505,327 | $5,413 萬 | 0.01% | −50.0% | 減碼 |
| SEI Investments Co | 498,381 | $5,339 萬 | 0.10% | +56,247+12.7% | 加碼 |
| Northern Trust Corp | 493,608 | $5,288 萬 | 0.01% | +10,033+2.1% | 加碼 |
| Franklin Resources Inc | 485,571 | $5,201 萬 | 0.03% | −522−0.1% | 減碼 |
| Envestnet Asset Management Inc | 470,177 | $5,037 萬 | 0.02% | +204,583+77.0% | 加碼 |
| Wells Fargo & Company | 462,735 | $4,957 萬 | 0.02% | −128,064−21.7% | 減碼 |
| Nordea Investment Management AB | 427,325 | $4,612 萬 | 0.06% | +14,893+3.6% | 加碼 |
| Charles Schwab Investment Management Inc | 415,167 | $4,447 萬 | 0.01% | +38,587+10.2% | 加碼 |
| Goldman Sachs Group Inc | 374,012 | $4,006 萬 | 0.01% | −18,380−4.7% | 減碼 |
| Macquarie Group Ltd | 373,172 | $3,997 萬 | 0.05% | +2,034+0.5% | 加碼 |
| Brown Advisory Inc | 367,262 | $3,934 萬 | 0.06% | −243−0.1% | 減碼 |
| Bank of New York Mellon Corp | 330,219 | $3,537 萬 | 0.01% | +996+0.3% | 加碼 |
| Jennison Associates LLC | 329,229 | $3,527 萬 | 0.03% | −44,998−12.0% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 297,311 | $3,185 萬 | 2.12% | +2,692+0.9% | 加碼 |
| HighTower Advisors, LLC | 284,957 | $3,051 萬 | 0.06% | +260,060+1,044.5% | 加碼 |
| Ancora Advisors, LLC | 282,880 | $3,030 萬 | 0.81% | +201+0.1% | 加碼 |
| Royce & Associates LP | 266,176 | $2,851 萬 | 0.29% | +29,737+12.6% | 加碼 |
| Argent Capital Management LLC | 229,564 | $2,459 萬 | 0.88% | +30,521+15.3% | 加碼 |
| Millennium Management LLC | 205,501 | $2,201 萬 | 0.02% | −697,163−77.2% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 195,492 | $2,094 萬 | 0.10% | +31,262+19.0% | 加碼 |
| UBS Group AG | 174,626 | $1,871 萬 | 0.01% | +727+0.4% | 加碼 |
| Flputnam Investment Management Co | 169,591 | $1,817 萬 | 0.50% | −1,705−1.0% | 減碼 |
| Emerald Advisers, LLC | 166,969 | $1,789 萬 | 0.87% | −15,134−8.3% | 減碼 |
| Point72 Asset Management, L.P. | 160,638 | $1,721 萬 | 0.06% | +160,638 | 新進 |
| New York State Common Retirement Fund | 160,026 | $1,714 萬 | 0.02% | +37,597+30.7% | 加碼 |
| Eventide Asset Management, LLC | 149,632 | $1,603 萬 | 0.29% | +149,632 | 新進 |
| Montanaro Asset Management Ltd | 141,000 | $1,510 萬 | 2.66% | +2,000+1.4% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 136,800 | $1,465 萬 | 0.88% | −16,934−11.0% | 減碼 |
| GHP Investment Advisors, Inc. | 133,632 | $1,437 萬 | 0.87% | +195+0.1% | 加碼 |
| Nuveen Asset Management, LLC | 130,374 | $1,397 萬 | 0.00% | +37,718+40.7% | 加碼 |
| Polen Capital Management LLC | 128,967 | $1,381 萬 | 0.04% | −1,925−1.5% | 減碼 |
| Schroder Investment Management Group | 128,658 | $1,378 萬 | 0.02% | +14,274+12.5% | 加碼 |
| FIL Ltd | 122,478 | $1,312 萬 | 0.02% | −278,837−69.5% | 減碼 |
| Segall Bryant & Hamill, LLC | 122,470 | $1,312 萬 | 0.15% | −695−0.6% | 減碼 |
| Public Employees Retirement Association of Colorado | 121,233 | $1,299 萬 | 0.07% | +22,362+22.6% | 加碼 |
| Raymond James & Associates | 120,099 | $1,287 萬 | 0.01% | +37,027+44.6% | 加碼 |
| Invesco Ltd. | 119,338 | $1,278 萬 | 0.00% | +51,115+74.9% | 加碼 |
| Great Lakes Advisors, LLC | 116,745 | $1,251 萬 | 0.11% | −1,215−1.0% | 減碼 |
| Susquehanna International Group, LLP | 116,528 | $1,248 萬 | 0.02% | −58,764−33.5% | 減碼 |
| JPMorgan Chase & Co | 115,856 | $1,241 萬 | 0.00% | +7,043+6.5% | 加碼 |
| Swiss National Bank | 111,736 | $1,197 萬 | 0.01% | +1,600+1.5% | 加碼 |
| West Coast Financial LLC | 110,985 | $1,189 萬 | 1.77% | −1,997−1.8% | 減碼 |
| Eagle Asset Management Inc | 106,041 | $1,136 萬 | 0.07% | −33,183−23.8% | 減碼 |
| California Public Employees Retirement System | 98,491 | $1,055 萬 | 0.01% | −334−0.3% | 減碼 |
| Pier Capital, LLC | 96,412 | $1,033 萬 | 1.66% | −1,275−1.3% | 減碼 |
| Man Group plc | – | $1,020 萬 | 0.03% | – | – |
| Rhumbline Advisers | 94,401 | $1,011 萬 | 0.01% | −7,084−7.0% | 減碼 |
| UBS Asset Management Americas Inc | 92,798 | $994.1 萬 | 0.00% | +35,345+61.5% | 加碼 |
| Interval Partners, LP | 89,254 | $956.1 萬 | 0.39% | +89,254 | 新進 |
| Grandeur Peak Global Advisors, LLC | 87,316 | $935.3 萬 | 0.70% | −114−0.1% | 減碼 |
| First Trust Advisors LP | 86,003 | $921.3 萬 | 0.01% | +36,471+73.6% | 加碼 |
| Legal & General Group Plc | 84,455 | $904.7 萬 | 0.00% | +2,328+2.8% | 加碼 |
| Russell Investments Group, Ltd. | 83,062 | $889.8 萬 | 0.02% | −19,674−19.2% | 減碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 80,736 | $864.8 萬 | 2.68% | −944−1.2% | 減碼 |
| Public Employees Retirement System of Ohio | 78,846 | $844.6 萬 | 0.04% | +1,227+1.6% | 加碼 |
| Bell Asset Management Ltd | 67,696 | $725.2 萬 | 1.19% | +67,696 | 新進 |
| Driehaus Capital Management LLC | 64,775 | $693.9 萬 | 0.09% | +64,775 | 新進 |
| Stifel Financial Corp | 63,615 | $681.4 萬 | 0.01% | −3,994−5.9% | 減碼 |
| Credit Suisse AG | 63,246 | $677.5 萬 | 0.01% | −274−0.4% | 減碼 |
| Crawford Investment Counsel Inc | 60,809 | $651.4 萬 | 0.14% | −8,027−11.7% | 減碼 |
| Northwest & Ethical Investments L.P. | 60,690 | $650.1 萬 | 0.22% | −24,415−28.7% | 減碼 |
| Granite Investment Partners, LLC | 58,665 | $628.4 萬 | 0.26% | +58,665 | 新進 |
| California State Teachers Retirement System | 56,212 | $602.1 萬 | 0.01% | −5,003−8.2% | 減碼 |
| Whittier Trust Co | 54,663 | $585.5 萬 | 0.10% | +2,163+4.1% | 加碼 |
| STRS Ohio | 50,000 | $535.6 萬 | 0.02% | +3,400+7.3% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 48,339 | $517.8 萬 | 2.59% | +591+1.2% | 加碼 |
| FineMark National Bank & Trust | 48,338 | $517.8 萬 | 0.23% | +428+0.9% | 加碼 |
| Alps Advisors Inc | 46,610 | $499.3 萬 | 0.04% | −27,406−37.0% | 減碼 |
| Truist Financial Corp | 44,874 | $480.7 萬 | 0.01% | +4,226+10.4% | 加碼 |
| Victory Capital Management Inc | 44,733 | $479.2 萬 | 0.01% | −1,862−4.0% | 減碼 |
| Advisor Group Holdings, Inc. | 40,281 | $431.6 萬 | 0.01% | +10,557+35.5% | 加碼 |
| Fifth Third Bancorp | 39,750 | $425.8 萬 | 0.02% | +3,387+9.3% | 加碼 |
| Oppenheimer Asset Management Inc. | 37,321 | $399.8 萬 | 0.06% | −298−0.8% | 減碼 |
| Fiera Capital Corp | 36,250 | $388.3 萬 | 0.01% | +218+0.6% | 加碼 |
| Weil Company, Inc. | 36,031 | $386.0 萬 | 1.92% | −1,450−3.9% | 減碼 |
| Mutual of America Capital Management LLC | 35,531 | $380.6 萬 | 0.05% | −2,117−5.6% | 減碼 |