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 |
|---|---|---|---|---|---|
| Entropy Technologies, LP | 8,297 | $99.5 萬 | 0.18% | +8,297 | 新進 |
| Susquehanna International Group, LLP | 8,299 | $99.5 萬 | 0.00% | −108,229−92.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 8,446 | $101.3 萬 | 0.01% | +107+1.3% | 加碼 |
| Hilton Capital Management, LLC | 8,516 | $102.1 萬 | 0.11% | +5,724+205.0% | 加碼 |
| Mariner, LLC | 8,568 | $102.7 萬 | 0.00% | +693+8.8% | 加碼 |
| Oak Thistle LLC | 8,695 | $104.3 萬 | 0.30% | +8,695 | 新進 |
| Axq Capital, LP | 8,700 | $104.3 萬 | 0.28% | +8,700 | 新進 |
| Linden Thomas Advisory Services, LLC | 9,411 | $112.8 萬 | 0.21% | +1,436+18.0% | 加碼 |
| Captrust Financial Advisors | 9,503 | $114.0 萬 | 0.00% | −2,744−22.4% | 減碼 |
| Voya Investment Management LLC | 9,555 | $114.6 萬 | 0.00% | +286+3.1% | 加碼 |
| Empowered Funds, LLC | 9,676 | $116.0 萬 | 0.03% | +1,771+22.4% | 加碼 |
| Park Avenue Securities LLC | 9,679 | $116.1 萬 | 0.02% | −417−4.1% | 減碼 |
| NBC Securities, Inc. | 10,099 | $121.0 萬 | 0.12% | −254−2.5% | 減碼 |
| EFG Asset Management (North America) Corp. | 10,241 | $122.8 萬 | 0.23% | −2,306−18.4% | 減碼 |
| New Mexico Educational Retirement Board | 10,600 | $127.1 萬 | 0.05% | +10,600 | 新進 |
| Cetera Advisor Networks LLC | 11,069 | $132.7 萬 | 0.01% | +2,092+23.3% | 加碼 |
| Assenagon Asset Management S.A. | 11,324 | $135.8 萬 | 0.00% | +11,324 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,389 | $136.6 萬 | 0.01% | +11,389 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,405 | $136.8 萬 | 0.01% | +1,257+12.4% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 11,483 | $137.7 萬 | 0.04% | +11,483 | 新進 |
| Quadrature Capital Ltd | 11,636 | $139.5 萬 | 0.03% | +6,665+134.1% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 11,730 | $140.6 萬 | 0.01% | −434−3.6% | 減碼 |
| Capital Fund Management S.A. | 11,826 | $141.8 萬 | 0.02% | +11,826 | 新進 |
| Teachers Retirement System of the State of Kentucky | 11,900 | $142.7 萬 | 0.01% | +11,900 | 新進 |
| Teacher Retirement System of Texas | 12,013 | $144.0 萬 | 0.01% | −240−2.0% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,037 | $144.3 萬 | 0.09% | 00.0% | 不變 |
| VELA Investment Management, LLC | 12,092 | $145.0 萬 | 0.59% | 00.0% | 不變 |
| HSBC Holdings PLC | 12,107 | $145.5 萬 | 0.00% | −7,572−38.5% | 減碼 |
| Cannell Peter B & Co Inc | 12,245 | $146.8 萬 | 0.05% | 00.0% | 不變 |
| State of Michigan Retirement System | 12,400 | $148.7 萬 | 0.01% | +12,400 | 新進 |
| New York State Teachers Retirement System | 13,151 | $157.7 萬 | 0.00% | +13,151 | 新進 |
| Cresset Asset Management, LLC | 13,734 | $164.7 萬 | 0.01% | +415+3.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 13,746 | $164.8 萬 | 0.00% | −1,012−6.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 14,130 | $169.4 萬 | 0.00% | +7,782+122.6% | 加碼 |
| Van Eck Associates Corp | 14,289 | $171.3 萬 | 0.00% | +3,439+31.7% | 加碼 |
| Arizona State Retirement System | 14,366 | $172.3 萬 | 0.01% | −107−0.7% | 減碼 |
| Bridgewater Associates, LP | 14,377 | $172.4 萬 | 0.01% | +1,443+11.2% | 加碼 |
| Louisiana State Employees Retirement System | 14,500 | $173.9 萬 | 0.04% | +14,500 | 新進 |
| Oregon Public Employees Retirement Fund | 14,590 | $174.9 萬 | 0.03% | +14,590 | 新進 |
| Illinois Municipal Retirement Fund | 14,881 | $178.4 萬 | 0.03% | 00.0% | 不變 |
| Citigroup Inc | 15,037 | $180.3 萬 | 0.00% | +10+0.1% | 加碼 |
| TownSquare Capital, LLC | 15,103 | $181.1 萬 | 0.03% | +2,403+18.9% | 加碼 |
| CWM, LLC | 15,167 | $181.9 萬 | 0.01% | −1,587−9.5% | 減碼 |
| Taylor Frigon Capital Management LLC | 15,405 | $184.7 萬 | 0.93% | −469−3.0% | 減碼 |
| Geneos Wealth Management Inc. | 15,419 | $184.9 萬 | 0.09% | −204−1.3% | 減碼 |
| Kennedy Capital Management, Inc. | 15,460 | $185.4 萬 | 0.04% | −3,185−17.1% | 減碼 |
| Edgestream Partners, L.P. | 15,659 | $187.8 萬 | 0.14% | +9,145+140.4% | 加碼 |
| Algert Global LLC | 15,720 | $188.5 萬 | 0.08% | +9,650+159.0% | 加碼 |
| Prudential Financial Inc | 17,335 | $207.9 萬 | 0.00% | +3,718+27.3% | 加碼 |
| Davenport & Co LLC | 17,376 | $208.4 萬 | 0.01% | −946−5.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 17,940 | $215.1 萬 | 0.00% | −1,292−6.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 18,196 | $218.2 萬 | 0.08% | +11,396+167.6% | 加碼 |
| GWM Advisors LLC | 18,950 | $229.2 萬 | 0.02% | +7,763+69.4% | 加碼 |
| Bank of Nova Scotia | 19,200 | $230.2 萬 | 0.00% | +4,620+31.7% | 加碼 |
| MML Investors Services, LLC | 19,327 | $231.8 萬 | 0.01% | −1,926−9.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 19,860 | $238.1 萬 | 0.00% | +4,981+33.5% | 加碼 |
| Alberta Investment Management Corp | 20,976 | $251.5 萬 | 0.02% | −377−1.8% | 減碼 |
| Regions Financial Corp | 21,481 | $257.6 萬 | 0.02% | −71−0.3% | 減碼 |
| Atria Investments LLC | 21,579 | $258.8 萬 | 0.04% | +3,367+18.5% | 加碼 |
| CI Private Wealth, LLC | 22,293 | $267.3 萬 | 0.00% | +714+3.3% | 加碼 |
| Treasurer of the State of North Carolina | 22,440 | $269.1 萬 | 0.01% | +220+1.0% | 加碼 |
| Bank of Montreal | 22,201 | $270.7 萬 | 0.00% | +3,163+16.6% | 加碼 |
| Janus Henderson Group PLC | 24,121 | $289.2 萬 | 0.00% | −40−0.2% | 減碼 |
| Campbell & CO Investment Adviser LLC | 24,284 | $291.2 萬 | 0.26% | +24,284 | 新進 |
| Yousif Capital Management, LLC | 24,688 | $296.0 萬 | 0.03% | +24,688 | 新進 |
| Harbor Advisors LLC | 25,000 | $299.8 萬 | 0.57% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 25,078 | $300.8 萬 | 0.00% | +1,322+5.6% | 加碼 |
| West Coast Financial LLC | 25,286 | $303.2 萬 | 0.40% | −85,699−77.2% | 減碼 |
| Richard Bernstein Advisors LLC | 26,365 | $316.1 萬 | 0.07% | +16+0.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 27,271 | $327.0 萬 | 0.01% | +19+0.1% | 加碼 |
| Advisor Group Holdings, Inc. | 28,485 | $341.7 萬 | 0.01% | −11,796−29.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 28,794 | $345.3 萬 | 0.01% | 00.0% | 不變 |
| EAM Investors, LLC | 29,087 | $348.8 萬 | 0.62% | +29,087 | 新進 |
| Whittier Trust Co of Nevada Inc | 29,170 | $349.8 萬 | 0.11% | +1,408+5.1% | 加碼 |
| MetLife Investment Management | 29,236 | $350.6 萬 | 0.03% | +28,077+2,422.5% | 加碼 |
| Ensign Peak Advisors, Inc | 29,255 | $350.8 萬 | 0.01% | +1,598+5.8% | 加碼 |
| EAM Global Investors LLC | 29,473 | $353.4 萬 | 0.85% | +29,473 | 新進 |
| Weil Company, Inc. | 30,373 | $364.2 萬 | 1.60% | −5,658−15.7% | 減碼 |
| Daiwa Securities Group Inc. | 30,622 | $367.2 萬 | 0.02% | +6,667+27.8% | 加碼 |
| US Bancorp | 30,699 | $368.1 萬 | 0.01% | −1,598−4.9% | 減碼 |
| Comerica Bank | 30,826 | $369.6 萬 | 0.02% | +20,431+196.5% | 加碼 |
| Fiera Capital Corp | 33,381 | $400.3 萬 | 0.01% | −2,869−7.9% | 減碼 |
| Royal Bank of Canada | 33,594 | $402.9 萬 | 0.00% | +954+2.9% | 加碼 |
| Amalgamated Bank | 33,634 | $403.3 萬 | 0.03% | +24,441+265.9% | 加碼 |
| Renaissance Technologies LLC | 33,700 | $404.1 萬 | 0.01% | +33,700 | 新進 |
| Vestcor Inc | 34,362 | $412.0 萬 | 0.14% | +3,867+12.7% | 加碼 |
| Man Group plc | 35,556 | $426.4 萬 | 0.01% | – | – |
| Oppenheimer Asset Management Inc. | 35,752 | $428.7 萬 | 0.06% | −1,569−4.2% | 減碼 |
| LPL Financial LLC | 36,501 | $437.7 萬 | 0.00% | +1,665+4.8% | 加碼 |
| Fifth Third Bancorp | 40,212 | $482.2 萬 | 0.02% | +462+1.2% | 加碼 |
| Truist Financial Corp | 40,318 | $483.5 萬 | 0.01% | −4,556−10.2% | 減碼 |
| Great West Life Assurance Co | 41,573 | $497.6 萬 | 0.01% | +26,308+172.3% | 加碼 |
| Point72 Asset Management, L.P. | 43,200 | $518.0 萬 | 0.02% | −117,438−73.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 43,666 | $523.6 萬 | 0.00% | +34,401+371.3% | 加碼 |
| Texas Permanent School Fund | 44,581 | $534.6 萬 | 0.05% | +44,581 | 新進 |
| Voloridge Investment Management, LLC | 46,347 | $555.7 萬 | 0.02% | +46,347 | 新進 |
| FineMark National Bank & Trust | 47,801 | $573.2 萬 | 0.23% | −537−1.1% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 48,150 | $577.4 萬 | 2.68% | −189−0.4% | 減碼 |
| American Century Companies Inc | 52,548 | $630.1 萬 | 0.00% | +35,292+204.5% | 加碼 |
| California State Teachers Retirement System | 54,199 | $649.9 萬 | 0.01% | −2,013−3.6% | 減碼 |