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 |
|---|---|---|---|---|---|
| Blair William & Co | 2,711 | $29.0 萬 | 0.00% | +2,711 | 新進 |
| Creative Planning | 2,743 | $29.4 萬 | 0.00% | −60−2.1% | 減碼 |
| Advisory Services Network, LLC | 2,772 | $29.7 萬 | 0.01% | +19+0.7% | 加碼 |
| AE Wealth Management LLC | 2,783 | $29.8 萬 | 0.00% | −64−2.2% | 減碼 |
| Hilton Capital Management, LLC | 2,792 | $29.9 萬 | 0.04% | −30−1.1% | 減碼 |
| Utah Retirement Systems | 2,800 | $30.0 萬 | 0.00% | +100+3.7% | 加碼 |
| Greenland Capital Management LP | 2,808 | $30.1 萬 | 0.04% | +2,808 | 新進 |
| ExodusPoint Capital Management, LP | 2,982 | $31.9 萬 | 0.00% | −31,772−91.4% | 減碼 |
| Private Advisor Group, LLC | 3,096 | $33.2 萬 | 0.00% | +18+0.6% | 加碼 |
| Stephenson National Bank & Trust | 3,098 | $33.2 萬 | 0.19% | +134+4.5% | 加碼 |
| State of Wyoming | 3,119 | $33.4 萬 | 0.07% | +1,391+80.5% | 加碼 |
| J2 Capital Management Inc | 3,189 | $34.2 萬 | 0.43% | −39−1.2% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 3,200 | $34.3 萬 | 0.00% | +3,200 | 新進 |
| First Bank & Trust | 3,361 | $36.0 萬 | 0.09% | 00.0% | 不變 |
| Keybank National Association | 3,484 | $37.3 萬 | 0.00% | −549−13.6% | 減碼 |
| Sciencast Management LP | 3,500 | $37.5 萬 | 0.17% | +3,500 | 新進 |
| Wealth Alliance | 3,636 | $39.0 萬 | 0.06% | −261−6.7% | 減碼 |
| Bleakley Financial Group, LLC | 3,759 | $40.3 萬 | 0.01% | +308+8.9% | 加碼 |
| Sawtooth Solutions, LLC | 3,759 | $40.3 萬 | 0.01% | +495+15.2% | 加碼 |
| Beacon Pointe Advisors, LLC | 3,835 | $41.1 萬 | 0.01% | +3,835 | 新進 |
| Yorktown Management & Research Co Inc | 3,850 | $41.2 萬 | 0.46% | 00.0% | 不變 |
| M&T Bank Corp | 3,853 | $41.3 萬 | 0.00% | +3,853 | 新進 |
| Maryland State Retirement & Pension System | 3,928 | $42.1 萬 | 0.01% | 00.0% | 不變 |
| LMR Partners LLP | 4,018 | $43.0 萬 | 0.01% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 4,099 | $43.9 萬 | 0.02% | +76+1.9% | 加碼 |
| Brinker Capital Investments, LLC | 4,243 | $45.5 萬 | 0.01% | +1,945+84.6% | 加碼 |
| Orion Portfolio Solutions, LLC | 4,243 | $45.5 萬 | 0.01% | +1,945+84.6% | 加碼 |
| Hantz Financial Services, Inc. | 4,350 | $46.6 萬 | 0.01% | +891+25.8% | 加碼 |
| Clifford Group, LLC | 4,498 | $48.2 萬 | 0.52% | −1,432−24.1% | 減碼 |
| Resources Management Corp | 4,623 | $49.5 萬 | 0.08% | −665−12.6% | 減碼 |
| CAPROCK Group, Inc. | 4,869 | $52.2 萬 | 0.04% | 00.0% | 不變 |
| Alpine Woods Capital Investors, LLC | 4,870 | $52.2 萬 | 0.08% | −17−0.3% | 減碼 |
| Intrust Bank NA | 4,950 | $53.0 萬 | 0.07% | −41−0.8% | 減碼 |
| Quadrature Capital Ltd | 4,971 | $53.3 萬 | 0.01% | +4,971 | 新進 |
| Dark Forest Capital Management LP | 5,032 | $53.9 萬 | 0.05% | −3,184−38.8% | 減碼 |
| Moneta Group Investment Advisors LLC | 5,078 | $54.4 萬 | 0.01% | +233+4.8% | 加碼 |
| Isthmus Partners, LLC | 5,086 | $54.5 萬 | 0.08% | +6+0.1% | 加碼 |
| Studio Investment Management LLC | 5,166 | $55.3 萬 | 0.15% | −194−3.6% | 減碼 |
| JustInvest LLC | 5,199 | $55.7 萬 | 0.02% | +23+0.4% | 加碼 |
| Sendero Wealth Management, LLC | 5,297 | $56.7 萬 | 0.12% | +705+15.4% | 加碼 |
| Brookstone Capital Management | 5,691 | $58.5 萬 | 0.01% | −85−1.5% | 減碼 |
| Intech Investment Management LLC | 5,476 | $58.7 萬 | 0.01% | +5,476 | 新進 |
| Deutsche Bank AG | 5,513 | $59.1 萬 | 0.00% | −489−8.1% | 減碼 |
| Aviva PLC | 5,664 | $60.7 萬 | 0.00% | +5,664 | 新進 |
| State of Wisconsin Investment Board | 5,791 | $62.0 萬 | 0.00% | +1,791+44.8% | 加碼 |
| Fulton Bank, N.A. | 5,813 | $62.3 萬 | 0.03% | +394+7.3% | 加碼 |
| Pictet Asset Management Holding SA | 5,978 | $64.0 萬 | 0.00% | +5,978 | 新進 |
| Algert Global LLC | 6,070 | $65.0 萬 | 0.03% | +6,070 | 新進 |
| James Investment Research Inc | 6,338 | $67.9 萬 | 0.09% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 6,348 | $68.0 萬 | 0.00% | −8,474−57.2% | 減碼 |
| Edgestream Partners, L.P. | 6,514 | $69.8 萬 | 0.06% | −28,597−81.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 6,800 | $72.8 萬 | 0.03% | 00.0% | 不變 |
| Commerce Bank | 6,976 | $74.7 萬 | 0.01% | −20.0% | 減碼 |
| Naples Global Advisors, LLC | 7,000 | $75.0 萬 | 0.09% | −10−0.1% | 減碼 |
| Beverly Hills Private Wealth, LLC | 7,459 | $79.9 萬 | 0.24% | −8,070−52.0% | 減碼 |
| Equitable Trust Co | 7,559 | $81.0 萬 | 0.07% | −1,162−13.3% | 減碼 |
| Guggenheim Capital LLC | 7,772 | $83.3 萬 | 0.01% | −1,823−19.0% | 減碼 |
| Integrated Investment Consultants, LLC | 7,840 | $84.0 萬 | 0.31% | +171+2.2% | 加碼 |
| Mariner, LLC | 7,875 | $84.4 萬 | 0.00% | +624+8.6% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 7,881 | $84.4 萬 | 0.01% | +571+7.8% | 加碼 |
| Empowered Funds, LLC | 7,905 | $84.7 萬 | 0.02% | +264+3.5% | 加碼 |
| Linden Thomas Advisory Services, LLC | 7,975 | $85.4 萬 | 0.19% | +927+13.2% | 加碼 |
| Connable Office Inc | 7,995 | $85.6 萬 | 0.12% | 00.0% | 不變 |
| AQR Capital Management LLC | 8,049 | $86.2 萬 | 0.00% | −1,766−18.0% | 減碼 |
| Handelsbanken Fonder AB | 8,158 | $87.4 萬 | 0.00% | 00.0% | 不變 |
| PDT Partners, LLC | 8,161 | $87.4 萬 | 0.11% | −21,796−72.8% | 減碼 |
| Integrated Wealth Concepts LLC | 8,196 | $87.8 萬 | 0.02% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 8,339 | $89.3 萬 | 0.03% | +3,743+81.4% | 加碼 |
| FourThought Financial Partners, LLC | 8,541 | $91.5 萬 | 0.13% | −416−4.6% | 減碼 |
| Cetera Advisor Networks LLC | 8,977 | $96.2 萬 | 0.01% | +522+6.2% | 加碼 |
| Amalgamated Bank | 9,193 | $98.5 萬 | 0.01% | +1,413+18.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 9,265 | $99.2 萬 | 0.00% | +9,265 | 新進 |
| Voya Investment Management LLC | 9,269 | $99.3 萬 | 0.00% | −267−2.8% | 減碼 |
| Park Avenue Securities LLC | 10,096 | $108.1 萬 | 0.02% | −1,679−14.3% | 減碼 |
| Jane Street Group, LLC | 10,112 | $108.3 萬 | 0.00% | −102,738−91.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,148 | $108.7 萬 | 0.00% | +1,360+15.5% | 加碼 |
| NBC Securities, Inc. | 10,353 | $110.9 萬 | 0.12% | +10,353 | 新進 |
| Comerica Bank | 10,395 | $111.4 萬 | 0.01% | +10,395 | 新進 |
| Van Eck Associates Corp | 10,850 | $116.2 萬 | 0.00% | +3,253+42.8% | 加碼 |
| GWM Advisors LLC | 11,187 | $119.8 萬 | 0.01% | −2,302−17.1% | 減碼 |
| Amundi | 11,801 | $126.9 萬 | 0.00% | +11,801 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,037 | $128.9 萬 | 0.09% | 00.0% | 不變 |
| VELA Investment Management, LLC | 12,092 | $129.5 萬 | 0.57% | −803−6.2% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 12,164 | $130.3 萬 | 0.01% | +12,164 | 新進 |
| Cannell Peter B & Co Inc | 12,245 | $131.2 萬 | 0.04% | 00.0% | 不變 |
| Captrust Financial Advisors | 12,247 | $131.2 萬 | 0.01% | +1,098+9.8% | 加碼 |
| Teacher Retirement System of Texas | 12,253 | $131.3 萬 | 0.01% | +443+3.8% | 加碼 |
| EFG Asset Management (North America) Corp. | 12,547 | $134.4 萬 | 0.32% | +1,181+10.4% | 加碼 |
| TownSquare Capital, LLC | 12,700 | $136.0 萬 | 0.02% | +2,045+19.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 12,742 | $136.5 萬 | 0.00% | +4,085+47.2% | 加碼 |
| Bridgewater Associates, LP | 12,934 | $138.5 萬 | 0.01% | +12,934 | 新進 |
| Cresset Asset Management, LLC | 13,319 | $142.7 萬 | 0.01% | +1,227+10.1% | 加碼 |
| Prudential Financial Inc | 13,617 | $145.9 萬 | 0.00% | +253+1.9% | 加碼 |
| Arizona State Retirement System | 14,473 | $155.0 萬 | 0.01% | +258+1.8% | 加碼 |
| Bank of Nova Scotia | 14,580 | $156.2 萬 | 0.00% | +14,580 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 14,758 | $158.1 萬 | 0.00% | +191+1.3% | 加碼 |
| State Board of Administration of Florida Retirement System | 14,879 | $159.4 萬 | 0.00% | −7,234−32.7% | 減碼 |
| Illinois Municipal Retirement Fund | 14,881 | $159.4 萬 | 0.03% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 14,898 | $159.6 萬 | 0.00% | −109,278−88.0% | 減碼 |
| Citigroup Inc | 15,027 | $161.0 萬 | 0.00% | −8,708−36.7% | 減碼 |