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 4 季 13F 持有人
Houlihan Lokey, Inc. 在 2023/12/31 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
- 393
- 較 2023 年第 3 季 +61 家
- 持有股數
- 5,395 萬
- 較 2023 年第 3 季 +373.3 萬 (+7.4%)
- 總市值
- $64.5 億
- 較 2023 年第 3 季 +$10.6 億 (+19.7%)
- 新進機構
- 87
- 另有 125 家加碼
- 清倉機構
- 26
- 另有 131 家減碼
另有 6 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 5,309,339 | $6.37 億 | 0.02% | +2,262,880+74.3% | 加碼 |
| Vanguard Group Inc | 5,074,300 | $6.08 億 | 0.01% | +143,560+2.9% | 加碼 |
| Earnest Partners LLC | 3,230,161 | $3.87 億 | 1.93% | +106,910+3.4% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,785,812 | $3.34 億 | 0.84% | +25,668+0.9% | 加碼 |
| Wellington Management Group LLP | 2,221,017 | $2.66 億 | 0.05% | −502,670−18.5% | 減碼 |
| FMR LLC | 1,791,698 | $2.15 億 | 0.02% | +284,088+18.8% | 加碼 |
| Burgundy Asset Management Ltd. | 1,714,480 | $2.06 億 | 2.28% | +46,443+2.8% | 加碼 |
| State Street Corp | 1,512,010 | $1.81 億 | 0.01% | +636,333+72.7% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 1,346,823 | $1.61 億 | 0.11% | −9,589−0.7% | 減碼 |
| Bamco Inc | 1,298,610 | $1.56 億 | 0.41% | −967−0.1% | 減碼 |
| Fiduciary Management Inc | 1,195,597 | $1.43 億 | 1.34% | +39,705+3.4% | 加碼 |
| Ameriprise Financial Inc | 1,157,947 | $1.39 億 | 0.04% | +59,513+5.4% | 加碼 |
| Clearbridge Investments, LLC | 1,094,417 | $1.31 億 | 0.11% | −85,078−7.2% | 減碼 |
| Neuberger Berman Group LLC | 1,034,226 | $1.24 億 | 0.11% | −9,618−0.9% | 減碼 |
| Bank of America Corp | 1,019,228 | $1.22 億 | 0.01% | +2,697+0.3% | 加碼 |
| Thrivent Financial for Lutherans | 993,832 | $1.19 億 | 0.26% | +45,717+4.8% | 加碼 |
| Geode Capital Management, LLC | 848,847 | $1.02 億 | 0.01% | +49,465+6.2% | 加碼 |
| Alliancebernstein L.P. | 834,811 | $1.00 億 | 0.04% | −776,940−48.2% | 減碼 |
| Van Berkom & Associates Inc. | 797,863 | $9,567 萬 | 2.78% | −69,173−8.0% | 減碼 |
| Capital International Investors | 792,073 | $9,498 萬 | 0.02% | +286,746+56.7% | 加碼 |
| Morgan Stanley | 711,270 | $8,529 萬 | 0.01% | −11,772−1.6% | 減碼 |
| SEI Investments Co | 693,248 | $8,313 萬 | 0.13% | +194,867+39.1% | 加碼 |
| Northern Trust Corp | 640,604 | $7,681 萬 | 0.01% | +146,996+29.8% | 加碼 |
| Dimensional Fund Advisors LP | 632,451 | $7,584 萬 | 0.02% | −32,314−4.9% | 減碼 |
| Norges Bank | 585,646 | $7,022 萬 | 0.01% | +25,256+4.5% | 加碼 |
| Natixis Advisors, L.P. | 545,235 | $6,538 萬 | 0.17% | −2,925−0.5% | 減碼 |
| Bank of New York Mellon Corp | 539,133 | $6,465 萬 | 0.01% | +208,914+63.3% | 加碼 |
| GW&K Investment Management, LLC | 485,994 | $5,828 萬 | 0.54% | −148,930−23.5% | 減碼 |
| Envestnet Asset Management Inc | 480,772 | $5,765 萬 | 0.02% | +10,595+2.3% | 加碼 |
| Wells Fargo & Company | 472,224 | $5,662 萬 | 0.02% | +9,489+2.1% | 加碼 |
| Nordea Investment Management AB | 429,245 | $5,170 萬 | 0.07% | +1,920+0.4% | 加碼 |
| Charles Schwab Investment Management Inc | 430,152 | $5,158 萬 | 0.01% | +14,985+3.6% | 加碼 |
| Brown Advisory Inc | 408,477 | $4,898 萬 | 0.07% | +41,215+11.2% | 加碼 |
| Goldman Sachs Group Inc | 359,611 | $4,312 萬 | 0.01% | −14,401−3.9% | 減碼 |
| Macquarie Group Ltd | 355,369 | $4,261 萬 | 0.05% | −17,803−4.8% | 減碼 |
| Franklin Resources Inc | 315,948 | $3,789 萬 | 0.02% | −169,623−34.9% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 299,686 | $3,594 萬 | 2.15% | +2,375+0.8% | 加碼 |
| HighTower Advisors, LLC | 290,981 | $3,491 萬 | 0.06% | +6,024+2.1% | 加碼 |
| Ancora Advisors, LLC | 281,745 | $3,378 萬 | 0.80% | −1,135−0.4% | 減碼 |
| Argent Capital Management LLC | 248,398 | $2,979 萬 | 0.97% | +18,834+8.2% | 加碼 |
| Jane Street Group, LLC | 238,333 | $2,858 萬 | 0.03% | +228,221+2,256.9% | 加碼 |
| Principal Financial Group Inc | 216,186 | $2,592 萬 | 0.02% | +192,668+819.2% | 加碼 |
| Royce & Associates LP | 208,634 | $2,502 萬 | 0.23% | −57,542−21.6% | 減碼 |
| Jennison Associates LLC | 185,412 | $2,223 萬 | 0.02% | −143,817−43.7% | 減碼 |
| Rhumbline Advisers | 179,320 | $2,150 萬 | 0.02% | +84,919+90.0% | 加碼 |
| Eventide Asset Management, LLC | 175,269 | $2,102 萬 | 0.34% | +25,637+17.1% | 加碼 |
| Flputnam Investment Management Co | 172,618 | $2,070 萬 | 0.49% | +3,027+1.8% | 加碼 |
| New York State Common Retirement Fund | 168,931 | $2,026 萬 | 0.03% | +8,905+5.6% | 加碼 |
| Barlow Wealth Partners, Inc. | 168,767 | $2,024 萬 | 2.88% | +168,767 | 新進 |
| Public Employees Retirement Association of Colorado | 165,791 | $1,988 萬 | 0.09% | +44,558+36.8% | 加碼 |
| Emerald Advisers, LLC | 164,212 | $1,969 萬 | 0.84% | −2,757−1.7% | 減碼 |
| Invesco Ltd. | 162,708 | $1,951 萬 | 0.00% | +43,370+36.3% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 161,938 | $1,942 萬 | 0.09% | −33,554−17.2% | 減碼 |
| UBS Group AG | 160,517 | $1,925 萬 | 0.01% | −14,109−8.1% | 減碼 |
| Montanaro Asset Management Ltd | 144,750 | $1,736 萬 | 3.27% | +3,750+2.7% | 加碼 |
| Raymond James & Associates | 137,643 | $1,650 萬 | 0.01% | +17,544+14.6% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 136,800 | $1,640 萬 | 0.87% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 134,120 | $1,608 萬 | 0.87% | +488+0.4% | 加碼 |
| Nuveen Asset Management, LLC | 132,081 | $1,584 萬 | 0.01% | +1,707+1.3% | 加碼 |
| Driehaus Capital Management LLC | 131,523 | $1,577 萬 | 0.19% | +66,748+103.0% | 加碼 |
| Segall Bryant & Hamill, LLC | 122,871 | $1,473 萬 | 0.28% | +401+0.3% | 加碼 |
| Eagle Asset Management Inc | 118,460 | $1,420 萬 | 0.08% | +12,419+11.7% | 加碼 |
| Schroder Investment Management Group | 117,165 | $1,405 萬 | 0.02% | −11,493−8.9% | 減碼 |
| Great Lakes Advisors, LLC | 114,657 | $1,375 萬 | 0.13% | −2,088−1.8% | 減碼 |
| Legal & General Group Plc | 111,063 | $1,332 萬 | 0.00% | +26,608+31.5% | 加碼 |
| JPMorgan Chase & Co | 109,336 | $1,311 萬 | 0.00% | −6,520−5.6% | 減碼 |
| UBS Asset Management Americas Inc | 105,560 | $1,266 萬 | 0.00% | +12,762+13.8% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 103,610 | $1,242 萬 | 0.22% | +103,610 | 新進 |
| Swiss National Bank | 101,236 | $1,214 萬 | 0.01% | −10,500−9.4% | 減碼 |
| California Public Employees Retirement System | 96,181 | $1,153 萬 | 0.01% | −2,310−2.3% | 減碼 |
| Pier Capital, LLC | 95,476 | $1,145 萬 | 1.64% | −936−1.0% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 85,130 | $1,021 萬 | 0.72% | −2,186−2.5% | 減碼 |
| Russell Investments Group, Ltd. | 80,183 | $961.5 萬 | 0.02% | −2,879−3.5% | 減碼 |
| FIL Ltd | 79,307 | $951.0 萬 | 0.01% | −43,171−35.2% | 減碼 |
| Public Employees Retirement System of Ohio | 77,923 | $934.4 萬 | 0.04% | −923−1.2% | 減碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 76,402 | $916.1 萬 | 2.63% | −4,334−5.4% | 減碼 |
| Barclays PLC | 72,632 | $870.9 萬 | 0.00% | +47,426+188.2% | 加碼 |
| American International Group, Inc. | 69,743 | $836.3 萬 | 0.03% | +69,283+15,061.5% | 加碼 |
| Bell Asset Management Ltd | 67,705 | $811.9 萬 | 1.24% | +90.0% | 加碼 |
| Woodson Capital Management, LP | 66,000 | $791.4 萬 | 1.84% | +66,000 | 新進 |
| Mutual of America Capital Management LLC | 65,885 | $790.0 萬 | 0.09% | +30,354+85.4% | 加碼 |
| Stifel Financial Corp | 65,447 | $784.8 萬 | 0.01% | +1,832+2.9% | 加碼 |
| Credit Suisse AG | 65,178 | $781.5 萬 | 0.01% | +1,932+3.1% | 加碼 |
| Retirement Systems of Alabama | 64,644 | $775.1 萬 | 0.03% | +64,644 | 新進 |
| First Trust Advisors LP | 63,746 | $764.4 萬 | 0.01% | −22,257−25.9% | 減碼 |
| Crawford Investment Counsel Inc | 60,301 | $723.1 萬 | 0.14% | −508−0.8% | 減碼 |
| Granite Investment Partners, LLC | 59,278 | $710.8 萬 | 0.28% | +613+1.0% | 加碼 |
| Victory Capital Management Inc | 59,208 | $710.0 萬 | 0.01% | +14,475+32.4% | 加碼 |
| British Columbia Investment Management Corp | 57,000 | $683.5 萬 | 0.06% | +27,000+90.0% | 加碼 |
| Whittier Trust Co | 55,929 | $670.6 萬 | 0.11% | +1,266+2.3% | 加碼 |
| STRS Ohio | 55,700 | $667.8 萬 | 0.03% | +5,700+11.4% | 加碼 |
| Alps Advisors Inc | 54,226 | $650.2 萬 | 0.05% | +7,616+16.3% | 加碼 |
| California State Teachers Retirement System | 54,199 | $649.9 萬 | 0.01% | −2,013−3.6% | 減碼 |
| American Century Companies Inc | 52,548 | $630.1 萬 | 0.00% | +35,292+204.5% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 48,150 | $577.4 萬 | 2.68% | −189−0.4% | 減碼 |
| FineMark National Bank & Trust | 47,801 | $573.2 萬 | 0.23% | −537−1.1% | 減碼 |
| Voloridge Investment Management, LLC | 46,347 | $555.7 萬 | 0.02% | +46,347 | 新進 |
| Texas Permanent School Fund | 44,581 | $534.6 萬 | 0.05% | +44,581 | 新進 |
| Manufacturers Life Insurance Company, The | 43,666 | $523.6 萬 | 0.00% | +34,401+371.3% | 加碼 |
| Point72 Asset Management, L.P. | 43,200 | $518.0 萬 | 0.02% | −117,438−73.1% | 減碼 |