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 |
|---|---|---|---|---|---|
| Woodley Farra Manion Portfolio Management Inc | 297,311 | $3,185 萬 | 2.12% | +2,692+0.9% | 加碼 |
| Jennison Associates LLC | 329,229 | $3,527 萬 | 0.03% | −44,998−12.0% | 減碼 |
| Bank of New York Mellon Corp | 330,219 | $3,537 萬 | 0.01% | +996+0.3% | 加碼 |
| Brown Advisory Inc | 367,262 | $3,934 萬 | 0.06% | −243−0.1% | 減碼 |
| Macquarie Group Ltd | 373,172 | $3,997 萬 | 0.05% | +2,034+0.5% | 加碼 |
| Goldman Sachs Group Inc | 374,012 | $4,006 萬 | 0.01% | −18,380−4.7% | 減碼 |
| Charles Schwab Investment Management Inc | 415,167 | $4,447 萬 | 0.01% | +38,587+10.2% | 加碼 |
| Nordea Investment Management AB | 427,325 | $4,612 萬 | 0.06% | +14,893+3.6% | 加碼 |
| Wells Fargo & Company | 462,735 | $4,957 萬 | 0.02% | −128,064−21.7% | 減碼 |
| Envestnet Asset Management Inc | 470,177 | $5,037 萬 | 0.02% | +204,583+77.0% | 加碼 |
| Franklin Resources Inc | 485,571 | $5,201 萬 | 0.03% | −522−0.1% | 減碼 |
| Northern Trust Corp | 493,608 | $5,288 萬 | 0.01% | +10,033+2.1% | 加碼 |
| SEI Investments Co | 498,381 | $5,339 萬 | 0.10% | +56,247+12.7% | 加碼 |
| Capital International Investors | 505,327 | $5,413 萬 | 0.01% | −50.0% | 減碼 |
| Natixis Advisors, L.P. | 548,160 | $5,872 萬 | 0.18% | +41,288+8.1% | 加碼 |
| Norges Bank | 560,390 | $6,003 萬 | 0.01% | +6,823+1.2% | 加碼 |
| GW&K Investment Management, LLC | 634,924 | $6,801 萬 | 0.68% | +2,839+0.4% | 加碼 |
| Dimensional Fund Advisors LP | 664,765 | $7,121 萬 | 0.02% | −30,972−4.5% | 減碼 |
| Morgan Stanley | 723,042 | $7,745 萬 | 0.01% | −149,998−17.2% | 減碼 |
| Geode Capital Management, LLC | 799,382 | $8,564 萬 | 0.01% | +31,523+4.1% | 加碼 |
| Van Berkom & Associates Inc. | 867,036 | $9,288 萬 | 3.02% | +133,609+18.2% | 加碼 |
| State Street Corp | 875,677 | $9,380 萬 | 0.01% | +28,689+3.4% | 加碼 |
| Thrivent Financial for Lutherans | 948,115 | $1.02 億 | 0.24% | +74,487+8.5% | 加碼 |
| Bank of America Corp | 1,016,531 | $1.09 億 | 0.01% | −38,973−3.7% | 減碼 |
| Neuberger Berman Group LLC | 1,043,844 | $1.12 億 | 0.10% | −3,763−0.4% | 減碼 |
| Ameriprise Financial Inc | 1,098,434 | $1.18 億 | 0.04% | +137,591+14.3% | 加碼 |
| Fiduciary Management Inc | 1,155,892 | $1.24 億 | 1.26% | +15,213+1.3% | 加碼 |
| Clearbridge Investments, LLC | 1,179,495 | $1.26 億 | 0.12% | +1,456+0.1% | 加碼 |
| Bamco Inc | 1,299,577 | $1.39 億 | 0.40% | 00.0% | 不變 |
| T. Rowe Price Investment Management, Inc. | 1,356,412 | $1.45 億 | 0.10% | −2,187−0.2% | 減碼 |
| FMR LLC | 1,507,610 | $1.61 億 | 0.01% | +620,182+69.9% | 加碼 |
| Alliancebernstein L.P. | 1,611,751 | $1.73 億 | 0.07% | −955,468−37.2% | 減碼 |
| Burgundy Asset Management Ltd. | 1,668,037 | $1.79 億 | 2.19% | +37,551+2.3% | 加碼 |
| Wellington Management Group LLP | 2,723,687 | $2.92 億 | 0.06% | +978,776+56.1% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,760,144 | $2.96 億 | 0.84% | +17,696+0.6% | 加碼 |
| BlackRock Inc. | 3,046,459 | $3.26 億 | 0.01% | −103,421−3.3% | 減碼 |
| Earnest Partners LLC | 3,123,251 | $3.35 億 | 1.93% | +34,580+1.1% | 加碼 |
| Vanguard Group Inc | 4,930,740 | $5.28 億 | 0.01% | −129,143−2.6% | 減碼 |
| Ergoteles LLC | 0 | $0 | 0.00% | −66,085−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −57,900−100.0% | 清倉 |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −42,745−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −40,999−100.0% | 清倉 |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −11,900−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −10,564−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −10,553−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −8,854−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −8,700−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −8,618−100.0% | 清倉 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −8,569−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −8,416−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −6,964−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −5,393−100.0% | 清倉 |
| AIA Group Ltd | 0 | $0 | 0.00% | −3,785−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −3,717−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −3,514−100.0% | 清倉 |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −3,420−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −3,294−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −3,048−100.0% | 清倉 |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −2,901−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −2,659−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −2,471−100.0% | 清倉 |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −2,410−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −2,241−100.0% | 清倉 |
| Symmetry Investments LP | 0 | $0 | 0.00% | −2,200−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −2,148−100.0% | 清倉 |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −1,502−100.0% | 清倉 |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −834−100.0% | 清倉 |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −533−100.0% | 清倉 |
| Acima Private Wealth, LLC | 0 | $0 | 0.00% | −104−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −56−100.0% | 清倉 |
| First Manhattan Co | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Denali Advisors LLC | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −98−100.0% | 清倉 |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Vigilant Capital Management, LLC | – | – | – | – | 本季未申報 |
| Intercontinental Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| EA Series Trust | – | – | – | – | 本季未申報 |
| PFS Investments Inc. | – | – | – | – | 本季未申報 |
| Pictet Asset Management SA | – | – | – | – | 本季未申報 |
| BDO Wealth Advisors, LLC | – | – | – | – | 本季未申報 |