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 |
|---|---|---|---|---|---|
| Portside Wealth Group, LLC | 1,742 | $20.9 萬 | 0.04% | +1,742 | 新進 |
| Steward Partners Investment Solutions, LLC | 1,790 | $21.5 萬 | 0.09% | +1,790 | 新進 |
| Proequities, Inc. | 1,817 | $21.8 萬 | 0.02% | −246−11.9% | 減碼 |
| HighPoint Advisor Group LLC | 1,761 | $22.1 萬 | 0.02% | +1,761 | 新進 |
| SYSTM Wealth Solutions LLC | 1,855 | $22.2 萬 | 0.03% | −728−28.2% | 減碼 |
| Camden Capital, LLC | 1,874 | $22.5 萬 | 0.02% | +1,874 | 新進 |
| Cetera Advisors LLC | 1,906 | $22.9 萬 | 0.00% | +1,906 | 新進 |
| Triasima Portfolio Management inc. | 1,918 | $23.0 萬 | 0.02% | +1,918 | 新進 |
| Cetera Investment Advisers | 1,920 | $23.0 萬 | 0.00% | −211−9.9% | 減碼 |
| Gsa Capital Partners LLP | 1,932 | $23.2 萬 | 0.02% | +1,932 | 新進 |
| Avantax Advisory Services, Inc. | 1,974 | $23.7 萬 | 0.00% | 00.0% | 不變 |
| Voya Financial Advisors, Inc. | 1,973 | $23.9 萬 | 0.03% | −143−6.8% | 減碼 |
| Moloney Securities Asset Management, LLC | 2,027 | $24.3 萬 | 0.04% | −30−1.5% | 減碼 |
| Cassaday & Co Wealth Management LLC | 2,050 | $24.6 萬 | 0.01% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 2,131 | $25.6 萬 | 0.00% | −28−1.3% | 減碼 |
| FDx Advisors, Inc. | 2,131 | $25.6 萬 | 0.02% | −43−2.0% | 減碼 |
| Sawgrass Asset Management LLC | 2,222 | $26.6 萬 | 0.03% | 00.0% | 不變 |
| Shelton Capital Management | 2,226 | $26.7 萬 | 0.01% | +2,226 | 新進 |
| Dynamic Technology Lab Private Ltd | 2,240 | $26.9 萬 | 0.03% | +2,240 | 新進 |
| Ronald Blue Trust, Inc. | 2,516 | $27.0 萬 | 0.00% | +468+22.9% | 加碼 |
| Vident Advisory, LLC | 2,265 | $27.2 萬 | 0.01% | −105−4.4% | 減碼 |
| OneAscent Financial Services LLC | 2,320 | $27.8 萬 | 0.03% | +2,320 | 新進 |
| Boothbay Fund Management, LLC | 2,384 | $28.6 萬 | 0.01% | +2,384 | 新進 |
| QRG Capital Management, Inc. | 2,446 | $29.3 萬 | 0.00% | +218+9.8% | 加碼 |
| Glenmede Trust Co NA | 2,465 | $29.6 萬 | 0.00% | −74−2.9% | 減碼 |
| Everpar Advisors LLC | 2,509 | $30.1 萬 | 0.14% | +2,509 | 新進 |
| Advisory Services Network, LLC | 2,612 | $31.3 萬 | 0.01% | −160−5.8% | 減碼 |
| Riverwater Partners LLC | 2,648 | $31.8 萬 | 0.25% | 00.0% | 不變 |
| ProShare Advisors LLC | 2,715 | $32.6 萬 | 0.00% | +2,715 | 新進 |
| Stephenson National Bank & Trust | 2,750 | $33.0 萬 | 0.16% | −348−11.2% | 減碼 |
| Custom Index Systems, LLC | 2,757 | $33.1 萬 | 0.21% | +2,757 | 新進 |
| Handelsinvest Investeringsforvaltning | 2,774 | $33.3 萬 | 0.14% | +2,774 | 新進 |
| Utah Retirement Systems | 2,800 | $33.6 萬 | 0.00% | 00.0% | 不變 |
| Brevan Howard Capital Management LP | 2,823 | $33.9 萬 | 0.03% | +2,823 | 新進 |
| Keybank National Association | 2,895 | $34.7 萬 | 0.00% | −589−16.9% | 減碼 |
| Creative Planning | 2,895 | $34.7 萬 | 0.00% | +152+5.5% | 加碼 |
| Beacon Pointe Advisors, LLC | 2,951 | $35.4 萬 | 0.00% | −884−23.1% | 減碼 |
| Petrus Trust Company, LTA | 3,089 | $37.0 萬 | 0.04% | +3,089 | 新進 |
| First Bank & Trust | 3,105 | $37.2 萬 | 0.09% | −256−7.6% | 減碼 |
| Private Advisor Group, LLC | 3,198 | $38.3 萬 | 0.00% | +102+3.3% | 加碼 |
| Prelude Capital Management, LLC | 3,386 | $40.6 萬 | 0.04% | +3,386 | 新進 |
| Hamilton Capital Partners Inc. | 3,400 | $40.8 萬 | 0.08% | +1,314+63.0% | 加碼 |
| Wealth Alliance | 3,557 | $42.6 萬 | 0.06% | −79−2.2% | 減碼 |
| Toroso Investments, LLC | 3,679 | $44.1 萬 | 0.01% | +3,679 | 新進 |
| Sawtooth Solutions, LLC | 3,702 | $44.4 萬 | 0.01% | −57−1.5% | 減碼 |
| State of Wyoming | 3,765 | $45.1 萬 | 0.08% | +646+20.7% | 加碼 |
| Pathstone Holdings, LLC | 3,766 | $45.2 萬 | 0.00% | +3,766 | 新進 |
| Bleakley Financial Group, LLC | 3,780 | $45.3 萬 | 0.01% | +21+0.6% | 加碼 |
| Intech Investment Management LLC | 3,830 | $45.9 萬 | 0.01% | −1,646−30.1% | 減碼 |
| Centiva Capital, LP | 3,833 | $46.0 萬 | 0.03% | +3,833 | 新進 |
| Yorktown Management & Research Co Inc | 3,850 | $46.2 萬 | 0.48% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 3,928 | $47.1 萬 | 0.01% | 00.0% | 不變 |
| MQS Management LLC | 3,983 | $47.8 萬 | 0.27% | +3,983 | 新進 |
| Crossmark Global Holdings, Inc. | 4,018 | $48.2 萬 | 0.01% | +4,018 | 新進 |
| Summit Trail Advisors, LLC | 4,026 | $48.3 萬 | 0.02% | −73−1.8% | 減碼 |
| Brinker Capital Investments, LLC | 4,154 | $48.5 萬 | 0.01% | −89−2.1% | 減碼 |
| Orion Portfolio Solutions, LLC | 4,154 | $48.5 萬 | 0.01% | −89−2.1% | 減碼 |
| AE Wealth Management LLC | 4,100 | $49.6 萬 | 0.00% | +1,317+47.3% | 加碼 |
| Alpine Woods Capital Investors, LLC | 4,300 | $51.6 萬 | 0.08% | −570−11.7% | 減碼 |
| Studio Investment Management LLC | 4,348 | $52.1 萬 | 0.13% | −818−15.8% | 減碼 |
| Securian Asset Management, Inc | 4,356 | $52.2 萬 | 0.01% | +4,356 | 新進 |
| Two Sigma Investments, LP | 4,375 | $52.5 萬 | 0.00% | +4,375 | 新進 |
| Hantz Financial Services, Inc. | 4,376 | $52.5 萬 | 0.01% | +26+0.6% | 加碼 |
| M&T Bank Corp | 4,379 | $52.5 萬 | 0.00% | +526+13.7% | 加碼 |
| Resources Management Corp | 4,468 | $53.6 萬 | 0.08% | −155−3.4% | 減碼 |
| Clifford Group, LLC | 4,540 | $54.4 萬 | 0.50% | +42+0.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 4,790 | $57.4 萬 | 0.00% | −7,952−62.4% | 減碼 |
| Federated Hermes, Inc. | 4,846 | $58.1 萬 | 0.00% | +4,846 | 新進 |
| CAPROCK Group, Inc. | 4,869 | $58.4 萬 | 0.04% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 4,874 | $58.4 萬 | 0.00% | −917−15.8% | 減碼 |
| Intrust Bank NA | 4,924 | $59.0 萬 | 0.07% | −26−0.5% | 減碼 |
| Moneta Group Investment Advisors LLC | 4,990 | $59.8 萬 | 0.01% | −88−1.7% | 減碼 |
| Isthmus Partners, LLC | 5,086 | $61.0 萬 | 0.08% | 00.0% | 不變 |
| Commerce Bank | 5,136 | $61.6 萬 | 0.00% | −1,840−26.4% | 減碼 |
| AQR Capital Management LLC | 5,512 | $66.1 萬 | 0.00% | −2,537−31.5% | 減碼 |
| State of Alaska, Department of Revenue | 5,575 | $66.8 萬 | 0.01% | +5,575 | 新進 |
| D. E. Shaw & Co., Inc. | 5,749 | $68.9 萬 | 0.00% | −9,149−61.4% | 減碼 |
| Brookstone Capital Management | 5,765 | $69.1 萬 | 0.01% | +74+1.3% | 加碼 |
| Sendero Wealth Management, LLC | 5,822 | $69.8 萬 | 0.13% | +525+9.9% | 加碼 |
| JustInvest LLC | 5,952 | $71.4 萬 | 0.02% | +753+14.5% | 加碼 |
| Deutsche Bank AG | 5,958 | $71.4 萬 | 0.00% | +445+8.1% | 加碼 |
| Pictet Asset Management Holding SA | 5,978 | $71.7 萬 | 0.00% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 6,005 | $72.0 萬 | 0.08% | −995−14.2% | 減碼 |
| James Investment Research Inc | 6,338 | $76.0 萬 | 0.10% | 00.0% | 不變 |
| PDT Partners, LLC | 6,351 | $76.2 萬 | 0.08% | −1,810−22.2% | 減碼 |
| Beverly Hills Private Wealth, LLC | 6,425 | $77.0 萬 | 0.20% | −1,034−13.9% | 減碼 |
| Fulton Bank, N.A. | 6,452 | $77.4 萬 | 0.03% | +639+11.0% | 加碼 |
| Xponance, Inc. | 6,597 | $79.1 萬 | 0.01% | +4,365+195.6% | 加碼 |
| Interval Partners, LP | 6,675 | $80.0 萬 | 0.03% | −82,579−92.5% | 減碼 |
| Citadel Advisors LLC | 6,912 | $82.9 萬 | 0.00% | −14,306−67.4% | 減碼 |
| Guggenheim Capital LLC | 7,301 | $87.5 萬 | 0.01% | −471−6.1% | 減碼 |
| Integrated Wealth Concepts LLC | 7,438 | $89.2 萬 | 0.01% | −758−9.2% | 減碼 |
| Equitable Trust Co | 7,439 | $89.2 萬 | 0.07% | −120−1.6% | 減碼 |
| Connable Office Inc | 7,660 | $91.9 萬 | 0.11% | −335−4.2% | 減碼 |
| Pacer Advisors, Inc. | 7,748 | $92.9 萬 | 0.00% | +7,748 | 新進 |
| Integrated Investment Consultants, LLC | 7,759 | $93.0 萬 | 0.29% | −81−1.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 7,812 | $93.7 萬 | 0.01% | −69−0.9% | 減碼 |
| FourThought Financial Partners, LLC | 8,021 | $96.2 萬 | 0.12% | −520−6.1% | 減碼 |
| SG Americas Securities, LLC | 8,089 | $97.0 萬 | 0.01% | +7,032+665.3% | 加碼 |
| Handelsbanken Fonder AB | 8,158 | $97.8 萬 | 0.00% | 00.0% | 不變 |