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 |
|---|---|---|---|---|---|
| SFMG, LLC | 1,704 | $21.8 萬 | 0.02% | +9+0.5% | 加碼 |
| Camden Capital, LLC | 1,714 | $22.0 萬 | 0.02% | −160−8.5% | 減碼 |
| FDx Advisors, Inc. | 1,755 | $22.5 萬 | 0.03% | −376−17.6% | 減碼 |
| Beacon Pointe Advisors, LLC | 1,788 | $22.9 萬 | 0.00% | −1,163−39.4% | 減碼 |
| Handelsinvest Investeringsforvaltning | 1,826 | $23.4 萬 | 0.11% | −948−34.2% | 減碼 |
| Commonwealth Equity Services, LLC | 1,835 | $23.5 萬 | 0.00% | +127+7.4% | 加碼 |
| Avantax Advisory Services, Inc. | 1,843 | $23.6 萬 | 0.00% | −131−6.6% | 減碼 |
| HighPoint Advisor Group LLC | 1,748 | $23.8 萬 | 0.02% | −13−0.7% | 減碼 |
| SYSTM Wealth Solutions LLC | 1,881 | $24.1 萬 | 0.03% | +26+1.4% | 加碼 |
| Pzena Investment Management LLC | 1,899 | $24.3 萬 | 0.00% | +1,899 | 新進 |
| Voya Financial Advisors, Inc. | 1,904 | $24.3 萬 | 0.03% | −69−3.5% | 減碼 |
| Proequities, Inc. | 1,914 | $24.5 萬 | 0.02% | +97+5.3% | 加碼 |
| Huntington National Bank | 1,924 | $24.7 萬 | 0.00% | +643+50.2% | 加碼 |
| Baird Financial Group, Inc. | 1,942 | $24.9 萬 | 0.00% | +1,942 | 新進 |
| OneAscent Wealth Management LLC | 1,954 | $25.0 萬 | 0.10% | +236+13.7% | 加碼 |
| Moloney Securities Asset Management, LLC | 1,987 | $25.5 萬 | 0.04% | −40−2.0% | 減碼 |
| Stephenson National Bank & Trust | 1,988 | $25.5 萬 | 0.09% | −762−27.7% | 減碼 |
| Cerity Partners LLC | 2,000 | $25.6 萬 | 0.00% | +2,000 | 新進 |
| Tower Research Capital LLC (TRC) | 2,035 | $26.1 萬 | 0.01% | −6,411−75.9% | 減碼 |
| Wellington Wealth Strategies, LLC. | 2,041 | $26.2 萬 | 0.13% | +2,041 | 新進 |
| Cassaday & Co Wealth Management LLC | 2,050 | $26.3 萬 | 0.01% | 00.0% | 不變 |
| Profund Advisors LLC | 2,063 | $26.4 萬 | 0.01% | +389+23.2% | 加碼 |
| Millennium Management LLC | 2,075 | $26.6 萬 | 0.00% | +2,075 | 新進 |
| Portside Wealth Group, LLC | 2,093 | $26.8 萬 | 0.05% | +351+20.1% | 加碼 |
| Advisor Group Holdings, Inc. | 2,136 | $27.4 萬 | 0.00% | −26,349−92.5% | 減碼 |
| Kestra Advisory Services, LLC | 2,188 | $28.1 萬 | 0.00% | +57+2.7% | 加碼 |
| Hamilton Capital Partners Inc. | 2,202 | $28.2 萬 | 0.03% | −1,198−35.2% | 減碼 |
| Berry Wealth Group, LP | 2,207 | $28.3 萬 | 0.23% | +2,207 | 新進 |
| Shelton Capital Management | 2,226 | $28.5 萬 | 0.01% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 2,289 | $29.3 萬 | 0.01% | +2,289 | 新進 |
| Gibbs Wealth Management | 2,298 | $29.5 萬 | 0.17% | +2,298 | 新進 |
| TD Asset Management Inc | 2,300 | $29.5 萬 | 0.00% | +2,300 | 新進 |
| USA Financial Portformulas Corp | 2,335 | $29.9 萬 | 0.05% | +2,335 | 新進 |
| Trajan Wealth LLC | 2,338 | $30.0 萬 | 0.02% | +2,338 | 新進 |
| Vident Advisory, LLC | 2,345 | $30.1 萬 | 0.01% | +80+3.5% | 加碼 |
| Glenmede Trust Co NA | 2,364 | $30.3 萬 | 0.00% | −101−4.1% | 減碼 |
| Janney Montgomery Scott LLC | 2,390 | $30.6 萬 | 0.00% | +2,390 | 新進 |
| State of Wyoming | 2,390 | $30.6 萬 | 0.05% | −1,375−36.5% | 減碼 |
| Kapitalo Investimentos Ltda | 2,472 | $31.7 萬 | 0.07% | +2,402+3,431.4% | 加碼 |
| Cynosure Management, LLC | 2,475 | $31.7 萬 | 0.06% | +2,475 | 新進 |
| ProShare Advisors LLC | 2,542 | $32.6 萬 | 0.00% | −173−6.4% | 減碼 |
| Advisory Services Network, LLC | 2,547 | $32.6 萬 | 0.01% | −65−2.5% | 減碼 |
| Significant Wealth Partners LLC | 2,611 | $33.5 萬 | 0.22% | +2,611 | 新進 |
| Values First Advisors, Inc. | 2,631 | $33.7 萬 | 0.20% | +2,631 | 新進 |
| Riverwater Partners LLC | 2,648 | $33.9 萬 | 0.25% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 2,737 | $35.1 萬 | 0.00% | +221+8.8% | 加碼 |
| QRG Capital Management, Inc. | 2,748 | $35.2 萬 | 0.00% | +302+12.3% | 加碼 |
| Keybank National Association | 2,787 | $35.7 萬 | 0.00% | −108−3.7% | 減碼 |
| Utah Retirement Systems | 2,800 | $35.9 萬 | 0.00% | 00.0% | 不變 |
| OneAscent Financial Services LLC | 2,872 | $36.8 萬 | 0.04% | +552+23.8% | 加碼 |
| Qsemble Capital Management, LP | 2,873 | $36.8 萬 | 0.08% | +2,873 | 新進 |
| Custom Index Systems, LLC | 2,876 | $36.9 萬 | 0.21% | +119+4.3% | 加碼 |
| First Bank & Trust | 3,105 | $39.8 萬 | 0.08% | 00.0% | 不變 |
| Engineers Gate Manager LP | 3,105 | $39.8 萬 | 0.01% | +3,105 | 新進 |
| Private Advisor Group, LLC | 3,196 | $41.0 萬 | 0.00% | −2−0.1% | 減碼 |
| Wealth Alliance | 3,198 | $41.0 萬 | 0.05% | −359−10.1% | 減碼 |
| Creative Planning | 3,264 | $41.8 萬 | 0.00% | +369+12.7% | 加碼 |
| Brinker Capital Investments, LLC | 3,333 | $42.7 萬 | 0.00% | −821−19.8% | 減碼 |
| Orion Portfolio Solutions, LLC | 3,333 | $42.7 萬 | 0.00% | −821−19.8% | 減碼 |
| Hantz Financial Services, Inc. | 3,363 | $43.1 萬 | 0.01% | −1,013−23.1% | 減碼 |
| Maryland State Retirement & Pension System | 3,928 | $48.5 萬 | 0.01% | 00.0% | 不變 |
| Yorktown Management & Research Co Inc | 3,850 | $49.4 萬 | 0.47% | 00.0% | 不變 |
| Dynasty Wealth Management, LLC | 3,865 | $49.5 萬 | 0.02% | +3,865 | 新進 |
| Equitable Trust Co | 3,892 | $49.9 萬 | 0.03% | −3,547−47.7% | 減碼 |
| Summit Trail Advisors, LLC | 3,939 | $50.5 萬 | 0.01% | −87−2.2% | 減碼 |
| Simplicity Wealth,LLC | 4,040 | $51.8 萬 | 0.01% | +4,040 | 新進 |
| Crossmark Global Holdings, Inc. | 4,080 | $52.3 萬 | 0.01% | +62+1.5% | 加碼 |
| Entropy Technologies, LP | 4,084 | $52.4 萬 | 0.06% | −4,213−50.8% | 減碼 |
| Alpine Woods Capital Investors, LLC | 4,128 | $52.6 萬 | 0.10% | −172−4.0% | 減碼 |
| Bleakley Financial Group, LLC | 4,133 | $53.0 萬 | 0.02% | +353+9.3% | 加碼 |
| Securian Asset Management, Inc | 4,256 | $54.6 萬 | 0.02% | −100−2.3% | 減碼 |
| M&T Bank Corp | 4,284 | $54.9 萬 | 0.00% | −95−2.2% | 減碼 |
| State of Wisconsin Investment Board | 4,296 | $55.1 萬 | 0.00% | −578−11.9% | 減碼 |
| Quadrature Capital Ltd | 4,317 | $55.3 萬 | 0.01% | −7,319−62.9% | 減碼 |
| CAPROCK Group, Inc. | 4,430 | $56.8 萬 | 0.03% | −439−9.0% | 減碼 |
| Resources Management Corp | 4,458 | $57.1 萬 | 0.08% | −10−0.2% | 減碼 |
| Moneta Group Investment Advisors LLC | 4,526 | $58.0 萬 | 0.01% | −464−9.3% | 減碼 |
| Nebula Research & Development LLC | 4,536 | $58.1 萬 | 0.13% | +4,536 | 新進 |
| Clifford Group, LLC | 4,560 | $58.5 萬 | 0.48% | +20+0.4% | 加碼 |
| Federated Hermes, Inc. | 4,594 | $58.9 萬 | 0.00% | −252−5.2% | 減碼 |
| Commerce Bank | 4,627 | $59.3 萬 | 0.00% | −509−9.9% | 減碼 |
| Studio Investment Management LLC | 4,702 | $60.3 萬 | 0.14% | +354+8.1% | 加碼 |
| Intrust Bank NA | 4,763 | $61.1 萬 | 0.07% | −161−3.3% | 減碼 |
| Captrust Financial Advisors | 5,011 | $64.2 萬 | 0.00% | −4,492−47.3% | 減碼 |
| Isthmus Partners, LLC | 5,080 | $65.1 萬 | 0.07% | −6−0.1% | 減碼 |
| Voloridge Investment Management, LLC | 5,277 | $67.6 萬 | 0.00% | −41,070−88.6% | 減碼 |
| Marshall Wace, LLP | 5,300 | $67.9 萬 | 0.00% | +5,300 | 新進 |
| Duality Advisers, LP | 5,383 | $69.0 萬 | 0.07% | +5,383 | 新進 |
| JustInvest LLC | 5,403 | $69.3 萬 | 0.01% | −549−9.2% | 減碼 |
| Brookstone Capital Management | 5,438 | $69.7 萬 | 0.01% | −327−5.7% | 減碼 |
| PDT Partners, LLC | 5,626 | $72.1 萬 | 0.07% | −725−11.4% | 減碼 |
| State of Alaska, Department of Revenue | 5,655 | $72.4 萬 | 0.01% | +80+1.4% | 加碼 |
| Sendero Wealth Management, LLC | 5,822 | $74.6 萬 | 0.13% | 00.0% | 不變 |
| Beverly Hills Private Wealth, LLC | 5,890 | $75.5 萬 | 0.17% | −535−8.3% | 減碼 |
| NBC Securities, Inc. | 5,904 | $75.6 萬 | 0.07% | −4,195−41.5% | 減碼 |
| Naples Global Advisors, LLC | 6,005 | $77.0 萬 | 0.08% | 00.0% | 不變 |
| Deutsche Bank AG | 6,217 | $79.7 萬 | 0.00% | +259+4.3% | 加碼 |
| James Investment Research Inc | 6,343 | $81.3 萬 | 0.10% | +5+0.1% | 加碼 |
| Xponance, Inc. | 6,537 | $83.8 萬 | 0.01% | −60−0.9% | 減碼 |
| AQR Capital Management LLC | 6,552 | $84.0 萬 | 0.00% | +1,040+18.9% | 加碼 |