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。
2024 年第 1 季 13F 持有人
Houlihan Lokey, Inc. 在 2024/3/31 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
- 399
- 較 2023 年第 4 季 +10 家
- 持有股數
- 5,312 萬
- 較 2023 年第 4 季 −81.0 萬 (−1.5%)
- 總市值
- $68.1 億
- 較 2023 年第 4 季 +$3.55 億 (+5.5%)
- 新進機構
- 54
- 另有 136 家加碼
- 清倉機構
- 44
- 另有 156 家減碼
另有 4 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,104,143 | $6.54 億 | 0.01% | +29,843+0.6% | 加碼 |
| BlackRock Inc. | 4,977,157 | $6.38 億 | 0.01% | −332,182−6.3% | 減碼 |
| Earnest Partners LLC | 3,211,504 | $4.12 億 | 1.88% | −18,657−0.6% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 3,049,743 | $3.91 億 | 0.91% | +263,931+9.5% | 加碼 |
| Wellington Management Group LLP | 2,014,295 | $2.58 億 | 0.05% | −206,722−9.3% | 減碼 |
| FMR LLC | 1,686,177 | $2.16 億 | 0.01% | −105,521−5.9% | 減碼 |
| State Street Corp | 1,598,993 | $2.05 億 | 0.01% | +86,983+5.8% | 加碼 |
| Burgundy Asset Management Ltd. | 1,500,016 | $1.92 億 | 1.98% | −214,464−12.5% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 1,324,155 | $1.70 億 | 0.10% | −22,668−1.7% | 減碼 |
| Bamco Inc | 1,298,140 | $1.66 億 | 0.44% | −4700.0% | 減碼 |
| Fiduciary Management Inc | 1,204,741 | $1.54 億 | 1.38% | +9,144+0.8% | 加碼 |
| Bank of America Corp | 1,093,884 | $1.40 億 | 0.01% | +74,656+7.3% | 加碼 |
| Thrivent Financial for Lutherans | 1,008,124 | $1.29 億 | 0.26% | +14,292+1.4% | 加碼 |
| Neuberger Berman Group LLC | 1,003,286 | $1.29 億 | 0.11% | −30,940−3.0% | 減碼 |
| Clearbridge Investments, LLC | 946,385 | $1.21 億 | 0.10% | −148,032−13.5% | 減碼 |
| Geode Capital Management, LLC | 907,464 | $1.16 億 | 0.01% | +58,617+6.9% | 加碼 |
| Ameriprise Financial Inc | 906,216 | $1.16 億 | 0.03% | −251,731−21.7% | 減碼 |
| Capital International Investors | 792,349 | $1.02 億 | 0.02% | +2760.0% | 加碼 |
| Morgan Stanley | 742,400 | $9,517 萬 | 0.01% | +31,130+4.4% | 加碼 |
| SEI Investments Co | 731,130 | $9,372 萬 | 0.14% | +37,882+5.5% | 加碼 |
| Van Berkom & Associates Inc. | 703,988 | $9,024 萬 | 2.57% | −93,875−11.8% | 減碼 |
| Alliancebernstein L.P. | 666,449 | $8,543 萬 | 0.03% | −168,362−20.2% | 減碼 |
| Dimensional Fund Advisors LP | 629,140 | $8,065 萬 | 0.02% | −3,311−0.5% | 減碼 |
| Norges Bank | 616,437 | $7,902 萬 | 0.01% | +30,791+5.3% | 加碼 |
| Northern Trust Corp | 583,850 | $7,484 萬 | 0.01% | −56,754−8.9% | 減碼 |
| Bank of New York Mellon Corp | 511,661 | $6,559 萬 | 0.01% | −27,472−5.1% | 減碼 |
| Nordea Investment Management AB | 475,312 | $6,101 萬 | 0.07% | +46,067+10.7% | 加碼 |
| Natixis Advisors, L.P. | 465,855 | $5,972 萬 | 0.14% | −79,380−14.6% | 減碼 |
| Envestnet Asset Management Inc | 463,550 | $5,942 萬 | 0.02% | −17,222−3.6% | 減碼 |
| Eagle Asset Management Inc | 454,500 | $5,825 萬 | 0.30% | +336,040+283.7% | 加碼 |
| Charles Schwab Investment Management Inc | 444,370 | $5,696 萬 | 0.01% | +14,218+3.3% | 加碼 |
| GW&K Investment Management, LLC | 435,644 | $5,585 萬 | 0.49% | −50,350−10.4% | 減碼 |
| Wells Fargo & Company | 433,106 | $5,552 萬 | 0.01% | −39,118−8.3% | 減碼 |
| Brown Advisory Inc | 402,603 | $5,161 萬 | 0.07% | −5,874−1.4% | 減碼 |
| Jennison Associates LLC | 347,165 | $4,450 萬 | 0.03% | +161,753+87.2% | 加碼 |
| Goldman Sachs Group Inc | 336,000 | $4,307 萬 | 0.01% | −23,611−6.6% | 減碼 |
| Macquarie Group Ltd | 331,813 | $4,254 萬 | 0.05% | −23,556−6.6% | 減碼 |
| Franklin Resources Inc | 304,149 | $3,899 萬 | 0.01% | −11,799−3.7% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 297,585 | $3,815 萬 | 2.10% | −2,101−0.7% | 減碼 |
| Ancora Advisors, LLC | 285,527 | $3,660 萬 | 0.84% | +3,782+1.3% | 加碼 |
| Invesco Ltd. | 283,995 | $3,641 萬 | 0.01% | +121,287+74.5% | 加碼 |
| HighTower Advisors, LLC | 281,558 | $3,609 萬 | 0.06% | −9,423−3.2% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 276,633 | $3,546 萬 | 0.13% | +114,695+70.8% | 加碼 |
| Argent Capital Management LLC | 243,618 | $3,123 萬 | 0.91% | −4,780−1.9% | 減碼 |
| Eventide Asset Management, LLC | 229,183 | $2,938 萬 | 0.46% | +53,914+30.8% | 加碼 |
| Principal Financial Group Inc | 196,160 | $2,515 萬 | 0.01% | −20,026−9.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 175,931 | $2,255 萬 | 0.10% | +10,140+6.1% | 加碼 |
| Flputnam Investment Management Co | 171,721 | $2,201 萬 | 0.47% | −897−0.5% | 減碼 |
| Barlow Wealth Partners, Inc. | 173,606 | $2,171 萬 | 2.95% | +4,839+2.9% | 加碼 |
| Rhumbline Advisers | 169,254 | $2,170 萬 | 0.02% | −10,066−5.6% | 減碼 |
| Emerald Advisers, LLC | 165,067 | $2,116 萬 | 0.85% | +855+0.5% | 加碼 |
| FIL Ltd | 163,633 | $2,098 萬 | 0.02% | +84,326+106.3% | 加碼 |
| Royce & Associates LP | 160,529 | $2,058 萬 | 0.18% | −48,105−23.1% | 減碼 |
| UBS Group AG | 156,897 | $2,011 萬 | 0.01% | −3,620−2.3% | 減碼 |
| Driehaus Capital Management LLC | 147,623 | $1,892 萬 | 0.19% | +16,100+12.2% | 加碼 |
| Montanaro Asset Management Ltd | 146,250 | $1,875 萬 | 3.39% | +1,500+1.0% | 加碼 |
| Raymond James & Associates | 143,424 | $1,839 萬 | 0.01% | +5,781+4.2% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 132,870 | $1,703 萬 | 0.89% | −3,930−2.9% | 減碼 |
| GHP Investment Advisors, Inc. | 132,731 | $1,701 萬 | 0.84% | −1,389−1.0% | 減碼 |
| Nuveen Asset Management, LLC | 131,933 | $1,691 萬 | 0.01% | −148−0.1% | 減碼 |
| New York State Common Retirement Fund | 129,137 | $1,655 萬 | 0.02% | −39,794−23.6% | 減碼 |
| Segall Bryant & Hamill, LLC | 121,136 | $1,553 萬 | 0.29% | −1,735−1.4% | 減碼 |
| JPMorgan Chase & Co | 115,322 | $1,478 萬 | 0.00% | +5,986+5.5% | 加碼 |
| Schroder Investment Management Group | 114,977 | $1,474 萬 | 0.02% | −2,188−1.9% | 減碼 |
| Legal & General Group Plc | 111,323 | $1,427 萬 | 0.00% | +260+0.2% | 加碼 |
| UBS Asset Management Americas Inc | 104,765 | $1,343 萬 | 0.00% | −795−0.8% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 103,610 | $1,328 萬 | 0.31% | 00.0% | 不變 |
| Swiss National Bank | 102,236 | $1,311 萬 | 0.01% | +1,000+1.0% | 加碼 |
| California Public Employees Retirement System | 98,004 | $1,256 萬 | 0.01% | +1,823+1.9% | 加碼 |
| Polen Capital Management LLC | 90,022 | $1,154 萬 | 0.03% | −37,276−29.3% | 減碼 |
| Russell Investments Group, Ltd. | 79,785 | $1,023 萬 | 0.02% | −398−0.5% | 減碼 |
| Qube Research & Technologies Ltd | 76,516 | $980.9 萬 | 0.02% | +76,516 | 新進 |
| Franklin, Parlapiano, Turner & Welch, LLC | 74,592 | $956.2 萬 | 2.63% | −1,810−2.4% | 減碼 |
| Pier Capital, LLC | 74,100 | $949.9 萬 | 1.31% | −21,376−22.4% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 72,481 | $929.1 萬 | 0.74% | −12,649−14.9% | 減碼 |
| STRS Ohio | 69,772 | $894.4 萬 | 0.04% | +14,072+25.3% | 加碼 |
| American International Group, Inc. | 69,009 | $884.6 萬 | 0.03% | −734−1.1% | 減碼 |
| Credit Suisse AG | 67,784 | $868.9 萬 | 0.01% | +2,606+4.0% | 加碼 |
| Barclays PLC | 66,720 | $855.3 萬 | 0.00% | −5,912−8.1% | 減碼 |
| Retirement Systems of Alabama | 65,448 | $839.0 萬 | 0.03% | +804+1.2% | 加碼 |
| Public Employees Retirement System of Ohio | 65,366 | $837.9 萬 | 0.03% | −12,557−16.1% | 減碼 |
| Stifel Financial Corp | 64,658 | $828.9 萬 | 0.01% | −789−1.2% | 減碼 |
| Woodson Capital Management, LP | 64,100 | $821.7 萬 | 1.50% | −1,900−2.9% | 減碼 |
| Alps Advisors Inc | 63,865 | $818.7 萬 | 0.06% | +9,639+17.8% | 加碼 |
| Mutual of America Capital Management LLC | 62,505 | $801.3 萬 | 0.09% | −3,380−5.1% | 減碼 |
| Squarepoint Ops LLC | 62,007 | $794.9 萬 | 0.03% | +62,007 | 新進 |
| Bell Asset Management Ltd | 60,631 | $777.2 萬 | 1.14% | −7,074−10.4% | 減碼 |
| Whittier Trust Co | 58,230 | $746.4 萬 | 0.11% | +2,301+4.1% | 加碼 |
| Crawford Investment Counsel Inc | 58,034 | $743.9 萬 | 0.14% | −2,267−3.8% | 減碼 |
| Granite Investment Partners, LLC | 57,282 | $734.3 萬 | 0.28% | −1,996−3.4% | 減碼 |
| British Columbia Investment Management Corp | 57,000 | $730.7 萬 | 0.05% | 00.0% | 不變 |
| California State Teachers Retirement System | 51,723 | $663.0 萬 | 0.01% | −2,476−4.6% | 減碼 |
| Victory Capital Management Inc | 50,938 | $653.0 萬 | 0.01% | −8,270−14.0% | 減碼 |
| First Trust Advisors LP | 48,875 | $626.5 萬 | 0.01% | −14,871−23.3% | 減碼 |
| FineMark National Bank & Trust | 47,724 | $611.8 萬 | 0.23% | −77−0.2% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 47,599 | $610.2 萬 | 2.50% | −551−1.1% | 減碼 |
| Edgestream Partners, L.P. | 46,014 | $589.9 萬 | 0.29% | +30,355+193.9% | 加碼 |
| Texas Permanent School Fund | 45,614 | $584.7 萬 | 0.05% | +1,033+2.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 45,410 | $582.1 萬 | 0.01% | +1,744+4.0% | 加碼 |
| LPL Financial LLC | 42,654 | $546.8 萬 | 0.00% | +6,153+16.9% | 加碼 |