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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 15,265 | $163.4 萬 | 0.00% | +3,039+24.9% | 加碼 |
| Geneos Wealth Management Inc. | 15,623 | $167.4 萬 | 0.09% | +68+0.4% | 加碼 |
| Taylor Frigon Capital Management LLC | 15,874 | $170.0 萬 | 0.95% | +77+0.5% | 加碼 |
| CWM, LLC | 16,754 | $179.5 萬 | 0.01% | −1,022−5.7% | 減碼 |
| American Century Companies Inc | 17,256 | $184.8 萬 | 0.00% | −1,797−9.4% | 減碼 |
| First Republic Investment Management, Inc. | 17,975 | $192.6 萬 | 0.01% | −934−4.9% | 減碼 |
| Atria Investments LLC | 18,212 | $195.1 萬 | 0.03% | +4,814+35.9% | 加碼 |
| Davenport & Co LLC | 18,322 | $196.3 萬 | 0.02% | +348+1.9% | 加碼 |
| Canada Pension Plan Investment Board | 18,400 | $197.1 萬 | 0.00% | +18,400 | 新進 |
| Kennedy Capital Management, Inc. | 18,645 | $199.7 萬 | 0.05% | +18,645 | 新進 |
| The PNC Financial Services Group, Inc. | 19,232 | $206.0 萬 | 0.00% | −942−4.7% | 減碼 |
| Bank of Montreal | 19,038 | $208.7 萬 | 0.00% | +607+3.3% | 加碼 |
| HSBC Holdings PLC | 19,679 | $212.2 萬 | 0.00% | +6,917+54.2% | 加碼 |
| Citadel Advisors LLC | 21,218 | $227.3 萬 | 0.00% | +21,218 | 新進 |
| MML Investors Services, LLC | 21,253 | $227.7 萬 | 0.01% | +387+1.9% | 加碼 |
| Alberta Investment Management Corp | 21,353 | $228.7 萬 | 0.02% | +2,234+11.7% | 加碼 |
| Regions Financial Corp | 21,552 | $230.9 萬 | 0.02% | −711−3.2% | 減碼 |
| CI Private Wealth, LLC | 21,579 | $231.2 萬 | 0.01% | +21,579 | 新進 |
| Treasurer of the State of North Carolina | 22,220 | $238.0 萬 | 0.01% | +500+2.3% | 加碼 |
| Principal Financial Group Inc | 23,518 | $251.9 萬 | 0.00% | +7,276+44.8% | 加碼 |
| Price T Rowe Associates Inc | 23,756 | $254.5 萬 | 0.00% | +1,237+5.5% | 加碼 |
| Daiwa Securities Group Inc. | 23,955 | $256.6 萬 | 0.02% | +11,304+89.4% | 加碼 |
| Janus Henderson Group PLC | 24,161 | $258.8 萬 | 0.00% | +120.0% | 加碼 |
| Harbor Advisors LLC | 25,000 | $267.8 萬 | 0.57% | 00.0% | 不變 |
| Barclays PLC | 25,206 | $270.0 萬 | 0.00% | −17,400−40.8% | 減碼 |
| Richard Bernstein Advisors LLC | 26,349 | $282.3 萬 | 0.06% | +26,349 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 27,252 | $291.9 萬 | 0.01% | +27,252 | 新進 |
| Ensign Peak Advisors, Inc | 27,657 | $296.3 萬 | 0.01% | +14,697+113.4% | 加碼 |
| Whittier Trust Co of Nevada Inc | 27,762 | $297.4 萬 | 0.11% | +542+2.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 28,794 | $308.4 萬 | 0.01% | 00.0% | 不變 |
| HRT Financial LP | 29,771 | $318.9 萬 | 0.03% | −95,377−76.2% | 減碼 |
| British Columbia Investment Management Corp | 30,000 | $321.4 萬 | 0.03% | +30,000 | 新進 |
| Vestcor Inc | 30,495 | $326.7 萬 | 0.12% | −15,039−33.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 31,400 | $336.4 萬 | 0.03% | +27,250+656.6% | 加碼 |
| Balyasny Asset Management LLC | 31,694 | $339.5 萬 | 0.01% | +31,694 | 新進 |
| US Bancorp | 32,297 | $346.0 萬 | 0.01% | +3,277+11.3% | 加碼 |
| Royal Bank of Canada | 32,640 | $349.6 萬 | 0.00% | +2,786+9.3% | 加碼 |
| LPL Financial LLC | 34,836 | $373.2 萬 | 0.00% | +3,917+12.7% | 加碼 |
| Mutual of America Capital Management LLC | 35,531 | $380.6 萬 | 0.05% | −2,117−5.6% | 減碼 |
| Weil Company, Inc. | 36,031 | $386.0 萬 | 1.92% | −1,450−3.9% | 減碼 |
| Fiera Capital Corp | 36,250 | $388.3 萬 | 0.01% | +218+0.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 37,321 | $399.8 萬 | 0.06% | −298−0.8% | 減碼 |
| Fifth Third Bancorp | 39,750 | $425.8 萬 | 0.02% | +3,387+9.3% | 加碼 |
| Advisor Group Holdings, Inc. | 40,281 | $431.6 萬 | 0.01% | +10,557+35.5% | 加碼 |
| Victory Capital Management Inc | 44,733 | $479.2 萬 | 0.01% | −1,862−4.0% | 減碼 |
| Truist Financial Corp | 44,874 | $480.7 萬 | 0.01% | +4,226+10.4% | 加碼 |
| Alps Advisors Inc | 46,610 | $499.3 萬 | 0.04% | −27,406−37.0% | 減碼 |
| FineMark National Bank & Trust | 48,338 | $517.8 萬 | 0.23% | +428+0.9% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 48,339 | $517.8 萬 | 2.59% | +591+1.2% | 加碼 |
| STRS Ohio | 50,000 | $535.6 萬 | 0.02% | +3,400+7.3% | 加碼 |
| Whittier Trust Co | 54,663 | $585.5 萬 | 0.10% | +2,163+4.1% | 加碼 |
| California State Teachers Retirement System | 56,212 | $602.1 萬 | 0.01% | −5,003−8.2% | 減碼 |
| Granite Investment Partners, LLC | 58,665 | $628.4 萬 | 0.26% | +58,665 | 新進 |
| Northwest & Ethical Investments L.P. | 60,690 | $650.1 萬 | 0.22% | −24,415−28.7% | 減碼 |
| Crawford Investment Counsel Inc | 60,809 | $651.4 萬 | 0.14% | −8,027−11.7% | 減碼 |
| Credit Suisse AG | 63,246 | $677.5 萬 | 0.01% | −274−0.4% | 減碼 |
| Stifel Financial Corp | 63,615 | $681.4 萬 | 0.01% | −3,994−5.9% | 減碼 |
| Driehaus Capital Management LLC | 64,775 | $693.9 萬 | 0.09% | +64,775 | 新進 |
| Bell Asset Management Ltd | 67,696 | $725.2 萬 | 1.19% | +67,696 | 新進 |
| Public Employees Retirement System of Ohio | 78,846 | $844.6 萬 | 0.04% | +1,227+1.6% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 80,736 | $864.8 萬 | 2.68% | −944−1.2% | 減碼 |
| Russell Investments Group, Ltd. | 83,062 | $889.8 萬 | 0.02% | −19,674−19.2% | 減碼 |
| Legal & General Group Plc | 84,455 | $904.7 萬 | 0.00% | +2,328+2.8% | 加碼 |
| First Trust Advisors LP | 86,003 | $921.3 萬 | 0.01% | +36,471+73.6% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 87,316 | $935.3 萬 | 0.70% | −114−0.1% | 減碼 |
| Interval Partners, LP | 89,254 | $956.1 萬 | 0.39% | +89,254 | 新進 |
| UBS Asset Management Americas Inc | 92,798 | $994.1 萬 | 0.00% | +35,345+61.5% | 加碼 |
| Rhumbline Advisers | 94,401 | $1,011 萬 | 0.01% | −7,084−7.0% | 減碼 |
| Man Group plc | – | $1,020 萬 | 0.03% | – | – |
| Pier Capital, LLC | 96,412 | $1,033 萬 | 1.66% | −1,275−1.3% | 減碼 |
| California Public Employees Retirement System | 98,491 | $1,055 萬 | 0.01% | −334−0.3% | 減碼 |
| Eagle Asset Management Inc | 106,041 | $1,136 萬 | 0.07% | −33,183−23.8% | 減碼 |
| West Coast Financial LLC | 110,985 | $1,189 萬 | 1.77% | −1,997−1.8% | 減碼 |
| Swiss National Bank | 111,736 | $1,197 萬 | 0.01% | +1,600+1.5% | 加碼 |
| JPMorgan Chase & Co | 115,856 | $1,241 萬 | 0.00% | +7,043+6.5% | 加碼 |
| Susquehanna International Group, LLP | 116,528 | $1,248 萬 | 0.02% | −58,764−33.5% | 減碼 |
| Great Lakes Advisors, LLC | 116,745 | $1,251 萬 | 0.11% | −1,215−1.0% | 減碼 |
| Invesco Ltd. | 119,338 | $1,278 萬 | 0.00% | +51,115+74.9% | 加碼 |
| Raymond James & Associates | 120,099 | $1,287 萬 | 0.01% | +37,027+44.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 121,233 | $1,299 萬 | 0.07% | +22,362+22.6% | 加碼 |
| Segall Bryant & Hamill, LLC | 122,470 | $1,312 萬 | 0.15% | −695−0.6% | 減碼 |
| FIL Ltd | 122,478 | $1,312 萬 | 0.02% | −278,837−69.5% | 減碼 |
| Schroder Investment Management Group | 128,658 | $1,378 萬 | 0.02% | +14,274+12.5% | 加碼 |
| Polen Capital Management LLC | 128,967 | $1,381 萬 | 0.04% | −1,925−1.5% | 減碼 |
| Nuveen Asset Management, LLC | 130,374 | $1,397 萬 | 0.00% | +37,718+40.7% | 加碼 |
| GHP Investment Advisors, Inc. | 133,632 | $1,437 萬 | 0.87% | +195+0.1% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 136,800 | $1,465 萬 | 0.88% | −16,934−11.0% | 減碼 |
| Montanaro Asset Management Ltd | 141,000 | $1,510 萬 | 2.66% | +2,000+1.4% | 加碼 |
| Eventide Asset Management, LLC | 149,632 | $1,603 萬 | 0.29% | +149,632 | 新進 |
| New York State Common Retirement Fund | 160,026 | $1,714 萬 | 0.02% | +37,597+30.7% | 加碼 |
| Point72 Asset Management, L.P. | 160,638 | $1,721 萬 | 0.06% | +160,638 | 新進 |
| Emerald Advisers, LLC | 166,969 | $1,789 萬 | 0.87% | −15,134−8.3% | 減碼 |
| Flputnam Investment Management Co | 169,591 | $1,817 萬 | 0.50% | −1,705−1.0% | 減碼 |
| UBS Group AG | 174,626 | $1,871 萬 | 0.01% | +727+0.4% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 195,492 | $2,094 萬 | 0.10% | +31,262+19.0% | 加碼 |
| Millennium Management LLC | 205,501 | $2,201 萬 | 0.02% | −697,163−77.2% | 減碼 |
| Argent Capital Management LLC | 229,564 | $2,459 萬 | 0.88% | +30,521+15.3% | 加碼 |
| Royce & Associates LP | 266,176 | $2,851 萬 | 0.29% | +29,737+12.6% | 加碼 |
| Ancora Advisors, LLC | 282,880 | $3,030 萬 | 0.81% | +201+0.1% | 加碼 |
| HighTower Advisors, LLC | 284,957 | $3,051 萬 | 0.06% | +260,060+1,044.5% | 加碼 |