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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 6,627 | $85.0 萬 | 0.00% | +1,837+38.4% | 加碼 |
| Integrated Investment Consultants, LLC | 6,684 | $85.7 萬 | 0.24% | −1,075−13.9% | 減碼 |
| Pictet Asset Management Holding SA | 6,694 | $85.8 萬 | 0.00% | +716+12.0% | 加碼 |
| Fulton Bank, N.A. | 6,709 | $86.0 萬 | 0.04% | +257+4.0% | 加碼 |
| Connable Office Inc | 6,999 | $89.7 萬 | 0.10% | −661−8.6% | 減碼 |
| Quantbot Technologies LP | 7,270 | $93.2 萬 | 0.05% | +6,267+624.8% | 加碼 |
| Integrated Wealth Concepts LLC | 7,457 | $95.6 萬 | 0.01% | +19+0.3% | 加碼 |
| Centiva Capital, LP | 7,575 | $97.1 萬 | 0.05% | +3,742+97.6% | 加碼 |
| Handelsbanken Fonder AB | 8,158 | $104.6 萬 | 0.00% | 00.0% | 不變 |
| Park Avenue Securities LLC | 8,412 | $107.8 萬 | 0.01% | −1,267−13.1% | 減碼 |
| FourThought Financial Partners, LLC | 8,497 | $108.9 萬 | 0.12% | +476+5.9% | 加碼 |
| Linden Thomas Advisory Services, LLC | 8,558 | $109.7 萬 | 0.18% | −853−9.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 8,677 | $111.2 萬 | 0.01% | +865+11.1% | 加碼 |
| Voya Investment Management LLC | 8,701 | $111.5 萬 | 0.00% | −854−8.9% | 減碼 |
| State of Tennessee, Treasury Department | 8,800 | $112.8 萬 | 0.00% | +8,800 | 新進 |
| Pacer Advisors, Inc. | 9,282 | $119.0 萬 | 0.00% | +1,534+19.8% | 加碼 |
| Mariner, LLC | 10,130 | $129.9 萬 | 0.00% | +1,562+18.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 10,449 | $133.9 萬 | 0.00% | −3,681−26.1% | 減碼 |
| New Mexico Educational Retirement Board | 10,600 | $135.9 萬 | 0.05% | 00.0% | 不變 |
| Empowered Funds, LLC | 10,641 | $136.4 萬 | 0.02% | +965+10.0% | 加碼 |
| VELA Investment Management, LLC | 10,778 | $138.2 萬 | 0.51% | −1,314−10.9% | 減碼 |
| EFG Asset Management (North America) Corp. | 10,853 | $139.0 萬 | 0.24% | +612+6.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,886 | $139.5 萬 | 0.00% | −519−4.6% | 減碼 |
| Toroso Investments, LLC | 11,093 | $142.2 萬 | 0.02% | +7,414+201.5% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,529 | $147.8 萬 | 0.01% | +140+1.2% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 11,625 | $149.0 萬 | 0.04% | +142+1.2% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 11,756 | $150.7 萬 | 0.01% | +26+0.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 17,272 | $151.1 萬 | 0.00% | −2,588−13.0% | 減碼 |
| Citigroup Inc | 12,096 | $155.1 萬 | 0.00% | −2,941−19.6% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,138 | $155.6 萬 | 0.07% | +101+0.8% | 加碼 |
| Spears Abacus Advisors LLC | 12,245 | $157.0 萬 | 0.03% | +12,245 | 新進 |
| State of Michigan Retirement System | 12,800 | $164.1 萬 | 0.01% | +400+3.2% | 加碼 |
| Oregon Public Employees Retirement Fund | 12,890 | $165.2 萬 | 0.03% | −1,700−11.7% | 減碼 |
| Algert Global LLC | 13,300 | $170.5 萬 | 0.07% | −2,420−15.4% | 減碼 |
| Triasima Portfolio Management inc. | 13,502 | $173.1 萬 | 0.15% | +11,584+604.0% | 加碼 |
| Cetera Investment Advisers | 13,525 | $173.4 萬 | 0.00% | +11,605+604.4% | 加碼 |
| Arizona State Retirement System | 14,230 | $182.4 萬 | 0.01% | −136−0.9% | 減碼 |
| Kennedy Capital Management, Inc. | 14,265 | $182.9 萬 | 0.04% | −1,195−7.7% | 減碼 |
| CWM, LLC | 14,430 | $185.0 萬 | 0.01% | −737−4.9% | 減碼 |
| Prudential Financial Inc | 14,506 | $186.0 萬 | 0.00% | −2,829−16.3% | 減碼 |
| Illinois Municipal Retirement Fund | 14,881 | $190.8 萬 | 0.03% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 14,930 | $191.4 萬 | 0.02% | +14,930 | 新進 |
| Louisiana State Employees Retirement System | 15,000 | $192.3 萬 | 0.04% | +500+3.4% | 加碼 |
| Taylor Frigon Capital Management LLC | 15,094 | $193.5 萬 | 0.92% | −311−2.0% | 減碼 |
| Truist Financial Corp | 15,475 | $198.4 萬 | 0.00% | −24,843−61.6% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 22,185 | $198.7 萬 | 0.00% | +22,185 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 15,843 | $203.1 萬 | 0.00% | +2,097+15.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 16,053 | $205.8 萬 | 0.00% | −1,887−10.5% | 減碼 |
| Geneos Wealth Management Inc. | 16,067 | $206.0 萬 | 0.09% | +648+4.2% | 加碼 |
| New York State Teachers Retirement System | 17,038 | $218.4 萬 | 0.00% | +3,887+29.6% | 加碼 |
| HSBC Holdings PLC | 17,375 | $222.7 萬 | 0.00% | +5,268+43.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 17,900 | $229.5 萬 | 0.02% | +6,000+50.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 18,293 | $234.5 萬 | 0.08% | +97+0.5% | 加碼 |
| Prelude Capital Management, LLC | 18,354 | $235.3 萬 | 0.16% | +14,968+442.1% | 加碼 |
| MML Investors Services, LLC | 19,030 | $243.9 萬 | 0.01% | −297−1.5% | 減碼 |
| Hilton Capital Management, LLC | 19,493 | $249.9 萬 | 0.22% | +10,977+128.9% | 加碼 |
| Van Eck Associates Corp | 19,506 | $250.0 萬 | 0.00% | +5,217+36.5% | 加碼 |
| Alberta Investment Management Corp | 19,660 | $252.0 萬 | 0.03% | −1,316−6.3% | 減碼 |
| GWM Advisors LLC | 19,732 | $253.0 萬 | 0.02% | +782+4.1% | 加碼 |
| Cresset Asset Management, LLC | 19,771 | $253.4 萬 | 0.01% | +6,037+44.0% | 加碼 |
| Daiwa Securities Group Inc. | 19,857 | $254.5 萬 | 0.01% | −10,765−35.2% | 減碼 |
| Pathstone Holdings, LLC | 19,906 | $255.2 萬 | 0.01% | +16,140+428.6% | 加碼 |
| TownSquare Capital, LLC | 20,107 | $257.7 萬 | 0.04% | +5,004+33.1% | 加碼 |
| Davenport & Co LLC | 20,213 | $259.1 萬 | 0.02% | +2,837+16.3% | 加碼 |
| Atria Investments LLC | 20,599 | $264.1 萬 | 0.04% | −980−4.5% | 減碼 |
| Regions Financial Corp | 21,289 | $272.9 萬 | 0.02% | −192−0.9% | 減碼 |
| CI Private Wealth, LLC | 22,308 | $286.0 萬 | 0.01% | +15+0.1% | 加碼 |
| Treasurer of the State of North Carolina | 22,590 | $289.6 萬 | 0.01% | +150+0.7% | 加碼 |
| Teacher Retirement System of Texas | 22,693 | $290.9 萬 | 0.02% | +10,680+88.9% | 加碼 |
| Bank of Montreal | 23,007 | $295.3 萬 | 0.00% | +806+3.6% | 加碼 |
| West Coast Financial LLC | 23,705 | $303.9 萬 | 0.37% | −1,581−6.3% | 減碼 |
| Yousif Capital Management, LLC | 24,344 | $312.1 萬 | 0.03% | −344−1.4% | 減碼 |
| SpiderRock Advisors, LLC | 25,532 | $313.1 萬 | 0.10% | +25,532 | 新進 |
| Harbor Advisors LLC | 25,000 | $320.5 萬 | 0.59% | 00.0% | 不變 |
| Renaissance Technologies LLC | 25,000 | $320.5 萬 | 0.01% | −8,700−25.8% | 減碼 |
| Richard Bernstein Advisors LLC | 26,365 | $338.0 萬 | 0.07% | 00.0% | 不變 |
| American Century Companies Inc | 26,478 | $339.4 萬 | 0.00% | −26,070−49.6% | 減碼 |
| Price T Rowe Associates Inc | 26,709 | $342.4 萬 | 0.00% | +1,631+6.5% | 加碼 |
| Cinctive Capital Management LP | 26,943 | $345.4 萬 | 0.18% | +26,943 | 新進 |
| Oppenheimer Asset Management Inc. | 27,264 | $349.5 萬 | 0.05% | −8,488−23.7% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 27,319 | $350.2 萬 | 0.01% | +48+0.2% | 加碼 |
| Amalgamated Bank | 28,436 | $364.5 萬 | 0.03% | −5,198−15.5% | 減碼 |
| MetLife Investment Management | 28,757 | $368.6 萬 | 0.02% | −479−1.6% | 減碼 |
| State of New Jersey Common Pension Fund D | 28,794 | $369.1 萬 | 0.01% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 29,146 | $373.6 萬 | 0.01% | −109−0.4% | 減碼 |
| EAM Global Investors LLC | 29,473 | $377.8 萬 | 0.87% | 00.0% | 不變 |
| Comerica Bank | 30,263 | $387.9 萬 | 0.02% | −563−1.8% | 減碼 |
| Janus Henderson Group PLC | 30,656 | $392.7 萬 | 0.00% | +6,535+27.1% | 加碼 |
| Whittier Trust Co of Nevada Inc | 30,686 | $393.4 萬 | 0.11% | +1,516+5.2% | 加碼 |
| US Bancorp | 32,886 | $421.6 萬 | 0.01% | +2,187+7.1% | 加碼 |
| Rockefeller Capital Management L.P. | 32,923 | $422.0 萬 | 0.01% | +32,923 | 新進 |
| Vestcor Inc | 33,478 | $429.2 萬 | 0.15% | −884−2.6% | 減碼 |
| Weil Company, Inc. | 34,496 | $442.2 萬 | 1.75% | +4,123+13.6% | 加碼 |
| Great West Life Assurance Co | 35,400 | $453.5 萬 | 0.01% | −6,173−14.8% | 減碼 |
| Royal Bank of Canada | 36,558 | $468.7 萬 | 0.00% | +2,964+8.8% | 加碼 |
| Fiera Capital Corp | 36,679 | $470.2 萬 | 0.01% | +3,298+9.9% | 加碼 |
| Great Lakes Advisors, LLC | 38,616 | $495.0 萬 | 0.04% | −76,041−66.3% | 減碼 |
| Man Group plc | 40,741 | $522.3 萬 | 0.01% | +5,185+14.6% | 加碼 |
| Fifth Third Bancorp | 41,021 | $525.8 萬 | 0.02% | +809+2.0% | 加碼 |
| LPL Financial LLC | 42,654 | $546.8 萬 | 0.00% | +6,153+16.9% | 加碼 |