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 |
|---|---|---|---|---|---|
| Studio Investment Management LLC | 5,166 | $55.3 萬 | 0.15% | −194−3.6% | 減碼 |
| Isthmus Partners, LLC | 5,086 | $54.5 萬 | 0.08% | +6+0.1% | 加碼 |
| Moneta Group Investment Advisors LLC | 5,078 | $54.4 萬 | 0.01% | +233+4.8% | 加碼 |
| Dark Forest Capital Management LP | 5,032 | $53.9 萬 | 0.05% | −3,184−38.8% | 減碼 |
| Quadrature Capital Ltd | 4,971 | $53.3 萬 | 0.01% | +4,971 | 新進 |
| Intrust Bank NA | 4,950 | $53.0 萬 | 0.07% | −41−0.8% | 減碼 |
| Alpine Woods Capital Investors, LLC | 4,870 | $52.2 萬 | 0.08% | −17−0.3% | 減碼 |
| CAPROCK Group, Inc. | 4,869 | $52.2 萬 | 0.04% | 00.0% | 不變 |
| Resources Management Corp | 4,623 | $49.5 萬 | 0.08% | −665−12.6% | 減碼 |
| Clifford Group, LLC | 4,498 | $48.2 萬 | 0.52% | −1,432−24.1% | 減碼 |
| Hantz Financial Services, Inc. | 4,350 | $46.6 萬 | 0.01% | +891+25.8% | 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 |
| Summit Trail Advisors, LLC | 4,099 | $43.9 萬 | 0.02% | +76+1.9% | 加碼 |
| LMR Partners LLP | 4,018 | $43.0 萬 | 0.01% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 3,928 | $42.1 萬 | 0.01% | 00.0% | 不變 |
| M&T Bank Corp | 3,853 | $41.3 萬 | 0.00% | +3,853 | 新進 |
| Yorktown Management & Research Co Inc | 3,850 | $41.2 萬 | 0.46% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 3,835 | $41.1 萬 | 0.01% | +3,835 | 新進 |
| 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 |
| Wealth Alliance | 3,636 | $39.0 萬 | 0.06% | −261−6.7% | 減碼 |
| Sciencast Management LP | 3,500 | $37.5 萬 | 0.17% | +3,500 | 新進 |
| Keybank National Association | 3,484 | $37.3 萬 | 0.00% | −549−13.6% | 減碼 |
| First Bank & Trust | 3,361 | $36.0 萬 | 0.09% | 00.0% | 不變 |
| Healthcare of Ontario Pension Plan Trust Fund | 3,200 | $34.3 萬 | 0.00% | +3,200 | 新進 |
| J2 Capital Management Inc | 3,189 | $34.2 萬 | 0.43% | −39−1.2% | 減碼 |
| State of Wyoming | 3,119 | $33.4 萬 | 0.07% | +1,391+80.5% | 加碼 |
| Stephenson National Bank & Trust | 3,098 | $33.2 萬 | 0.19% | +134+4.5% | 加碼 |
| Private Advisor Group, LLC | 3,096 | $33.2 萬 | 0.00% | +18+0.6% | 加碼 |
| ExodusPoint Capital Management, LP | 2,982 | $31.9 萬 | 0.00% | −31,772−91.4% | 減碼 |
| Greenland Capital Management LP | 2,808 | $30.1 萬 | 0.04% | +2,808 | 新進 |
| Utah Retirement Systems | 2,800 | $30.0 萬 | 0.00% | +100+3.7% | 加碼 |
| Hilton Capital Management, LLC | 2,792 | $29.9 萬 | 0.04% | −30−1.1% | 減碼 |
| AE Wealth Management LLC | 2,783 | $29.8 萬 | 0.00% | −64−2.2% | 減碼 |
| Advisory Services Network, LLC | 2,772 | $29.7 萬 | 0.01% | +19+0.7% | 加碼 |
| Creative Planning | 2,743 | $29.4 萬 | 0.00% | −60−2.1% | 減碼 |
| Blair William & Co | 2,711 | $29.0 萬 | 0.00% | +2,711 | 新進 |
| Riverwater Partners LLC | 2,648 | $28.4 萬 | 0.26% | −335−11.2% | 減碼 |
| SYSTM Wealth Solutions LLC | 2,583 | $27.7 萬 | 0.04% | +147+6.0% | 加碼 |
| Glenmede Trust Co NA | 2,539 | $27.2 萬 | 0.00% | −304−10.7% | 減碼 |
| Advisor Partners II, LLC | 2,383 | $25.5 萬 | 0.01% | +2,383 | 新進 |
| Vident Advisory, LLC | 2,370 | $25.4 萬 | 0.01% | +2,370 | 新進 |
| Xponance, Inc. | 2,232 | $23.9 萬 | 0.00% | +40+1.8% | 加碼 |
| QRG Capital Management, Inc. | 2,228 | $23.9 萬 | 0.00% | +2,228 | 新進 |
| Sawgrass Asset Management LLC | 2,222 | $23.8 萬 | 0.03% | −96−4.1% | 減碼 |
| FDx Advisors, Inc. | 2,174 | $23.3 萬 | 0.02% | +2,174 | 新進 |
| Kestra Advisory Services, LLC | 2,159 | $23.1 萬 | 0.00% | −21−1.0% | 減碼 |
| Voya Financial Advisors, Inc. | 2,116 | $23.0 萬 | 0.03% | −118−5.3% | 減碼 |
| Cetera Investment Advisers | 2,131 | $22.8 萬 | 0.00% | −32−1.5% | 減碼 |
| Squarepoint Ops LLC | 2,109 | $22.6 萬 | 0.00% | −2,323−52.4% | 減碼 |
| Hamilton Capital Partners Inc. | 2,086 | $22.3 萬 | 0.08% | −2,512−54.6% | 減碼 |
| Proequities, Inc. | 2,063 | $22.1 萬 | 0.02% | −44−2.1% | 減碼 |
| Moloney Securities Asset Management, LLC | 2,057 | $22.0 萬 | 0.04% | +2,057 | 新進 |
| Cassaday & Co Wealth Management LLC | 2,050 | $22.0 萬 | 0.01% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 1,974 | $21.1 萬 | 0.00% | +1,974 | 新進 |
| Prana Capital Management, LP | 1,933 | $20.7 萬 | 0.01% | +1,933 | 新進 |
| Ronald Blue Trust, Inc. | 2,048 | $20.1 萬 | 0.00% | +1,415+223.5% | 加碼 |
| Park Place Capital Corp | 1,770 | $19.0 萬 | 0.06% | −20−1.1% | 減碼 |
| Nisa Investment Advisors, LLC | 1,728 | $18.5 萬 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 1,490 | $16.0 萬 | 0.01% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 1,300 | $13.9 萬 | 0.01% | +900+225.0% | 加碼 |
| Huntington National Bank | 1,266 | $13.6 萬 | 0.00% | +35+2.8% | 加碼 |
| Johnson Financial Group, Inc. | 1,259 | $13.5 萬 | 0.01% | 00.0% | 不變 |
| Ci Investments Inc. | 1,204 | $12.9 萬 | 0.00% | +19+1.6% | 加碼 |
| Kapitalo Investimentos Ltda | 1,165 | $12.5 萬 | 0.02% | +829+246.7% | 加碼 |
| MetLife Investment Management | 1,159 | $12.4 萬 | 0.00% | +23+2.0% | 加碼 |
| SG Americas Securities, LLC | 1,057 | $11.3 萬 | 0.00% | −676−39.0% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 1,035 | $11.1 萬 | 0.04% | +1,035 | 新進 |
| Covestor Ltd | 1,013 | $10.9 萬 | 0.08% | +3+0.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,016 | $10.9 萬 | 0.01% | +173+20.5% | 加碼 |
| Umb Bank N A | 870 | $9.32 萬 | 0.00% | +225+34.9% | 加碼 |
| Headlands Technologies LLC | 808 | $8.66 萬 | 0.04% | +808 | 新進 |
| KBC Group NV | 758 | $8.10 萬 | 0.00% | +758 | 新進 |
| Global Retirement Partners, LLC | 753 | $7.91 萬 | 0.00% | +109+16.9% | 加碼 |
| Assetmark, Inc | 639 | $6.84 萬 | 0.00% | +29+4.8% | 加碼 |
| Bessemer Group Inc | 638 | $6.80 萬 | 0.00% | 00.0% | 不變 |
| Harel Insurance Investments & Financial Services Ltd. | 600 | $6.50 萬 | 0.00% | +300+100.0% | 加碼 |
| Parallel Advisors, LLC | 531 | $5.69 萬 | 0.00% | −43−7.5% | 減碼 |
| Eagle Bay Advisors LLC | 491 | $5.26 萬 | 0.02% | +245+99.6% | 加碼 |
| American International Group, Inc. | 460 | $4.93 萬 | 0.00% | −18−3.8% | 減碼 |
| Anchor Investment Management, LLC | 450 | $4.82 萬 | 0.01% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 339 | $3.63 萬 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 290 | $3.11 萬 | 0.00% | 00.0% | 不變 |
| JJJ Advisors Inc. | 282 | $3.02 萬 | 0.01% | +282 | 新進 |
| Federation des caisses Desjardins du Quebec | 269 | $2.88 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 255 | $2.73 萬 | 0.00% | +7+2.8% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 217 | $2.32 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 217 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 200 | $2.14 萬 | 0.00% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 170 | $1.82 萬 | 0.00% | 00.0% | 不變 |
| Ameliora Wealth Management Ltd. | 169 | $1.81 萬 | 0.01% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 159 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 152 | $1.63 萬 | 0.00% | +19+14.3% | 加碼 |
| Lindbrook Capital, LLC | 141 | $1.51 萬 | 0.00% | +6+4.4% | 加碼 |
| Versant Capital Management, Inc | 120 | $1.29 萬 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 118 | $1.26 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 116 | $1.24 萬 | 0.00% | +26+28.9% | 加碼 |
| Farther Finance Advisors, LLC | 113 | $1.21 萬 | 0.00% | −82−42.1% | 減碼 |
| HHM Wealth Advisors, LLC | 104 | $1.11 萬 | 0.00% | 00.0% | 不變 |