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 2 季 13F 持有人
Houlihan Lokey, Inc. 在 2024/6/30 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
- 416
- 較 2024 年第 1 季 +19 家
- 持有股數
- 5,330 萬
- 較 2024 年第 1 季 +24.6 萬 (+0.5%)
- 總市值
- $71.9 億
- 較 2024 年第 1 季 +$3.91 億 (+5.8%)
- 新進機構
- 56
- 另有 137 家加碼
- 清倉機構
- 37
- 另有 158 家減碼
另有 2 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,153,022 | $6.95 億 | 0.01% | +48,879+1.0% | 加碼 |
| BlackRock Inc. | 4,997,481 | $6.74 億 | 0.02% | +20,324+0.4% | 加碼 |
| Earnest Partners LLC | 3,273,818 | $4.42 億 | 2.06% | +62,314+1.9% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 3,087,898 | $4.16 億 | 1.02% | +38,155+1.3% | 加碼 |
| Wellington Management Group LLP | 1,985,416 | $2.68 億 | 0.05% | −28,879−1.4% | 減碼 |
| FMR LLC | 1,716,414 | $2.31 億 | 0.01% | +30,237+1.8% | 加碼 |
| State Street Corp | 1,594,361 | $2.15 億 | 0.01% | −4,632−0.3% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 1,431,037 | $1.93 億 | 0.12% | +106,882+8.1% | 加碼 |
| Bamco Inc | 1,293,279 | $1.74 億 | 0.50% | −4,861−0.4% | 減碼 |
| Fiduciary Management Inc | 1,216,179 | $1.64 億 | 1.53% | +11,438+0.9% | 加碼 |
| Burgundy Asset Management Ltd. | 1,195,950 | $1.61 億 | 1.70% | −304,066−20.3% | 減碼 |
| Bank of America Corp | 1,097,604 | $1.48 億 | 0.01% | +3,720+0.3% | 加碼 |
| Thrivent Financial for Lutherans | 993,975 | $1.34 億 | 0.27% | −14,149−1.4% | 減碼 |
| Geode Capital Management, LLC | 943,995 | $1.27 億 | 0.01% | +36,531+4.0% | 加碼 |
| Neuberger Berman Group LLC | 930,462 | $1.25 億 | 0.10% | −72,824−7.3% | 減碼 |
| Ameriprise Financial Inc | 873,851 | $1.18 億 | 0.03% | −32,365−3.6% | 減碼 |
| Clearbridge Investments, LLC | 865,798 | $1.17 億 | 0.09% | −80,587−8.5% | 減碼 |
| Capital International Investors | 792,829 | $1.07 億 | 0.02% | +480+0.1% | 加碼 |
| SEI Investments Co | 776,335 | $1.05 億 | 0.15% | +45,205+6.2% | 加碼 |
| Norges Bank | 717,594 | $9,677 萬 | 0.01% | +101,157+16.4% | 加碼 |
| Van Berkom & Associates Inc. | 659,118 | $8,889 萬 | 2.66% | −44,870−6.4% | 減碼 |
| Alliancebernstein L.P. | 653,148 | $8,808 萬 | 0.03% | −13,301−2.0% | 減碼 |
| Dimensional Fund Advisors LP | 625,832 | $8,440 萬 | 0.02% | −3,308−0.5% | 減碼 |
| Northern Trust Corp | 605,937 | $8,172 萬 | 0.01% | +22,087+3.8% | 加碼 |
| Morgan Stanley | 563,065 | $7,594 萬 | 0.01% | −179,335−24.2% | 減碼 |
| Eagle Asset Management Inc | 560,593 | $7,588 萬 | 0.41% | +106,093+23.3% | 加碼 |
| Bank of New York Mellon Corp | 517,952 | $6,985 萬 | 0.01% | +6,291+1.2% | 加碼 |
| Millennium Management LLC | 501,610 | $6,765 萬 | 0.06% | +499,535+24,074.0% | 加碼 |
| Envestnet Asset Management Inc | 482,779 | $6,511 萬 | 0.02% | +19,229+4.1% | 加碼 |
| Nordea Investment Management AB | 453,548 | $6,146 萬 | 0.07% | −21,764−4.6% | 減碼 |
| Charles Schwab Investment Management Inc | 451,911 | $6,094 萬 | 0.01% | +7,541+1.7% | 加碼 |
| GW&K Investment Management, LLC | 436,006 | $5,880 萬 | 0.54% | +362+0.1% | 加碼 |
| Wells Fargo & Company | 433,774 | $5,850 萬 | 0.02% | +668+0.2% | 加碼 |
| First Trust Advisors LP | 405,437 | $5,468 萬 | 0.06% | +356,562+729.5% | 加碼 |
| Natixis Advisors, L.P. | 389,620 | $5,254 萬 | 0.11% | −76,235−16.4% | 減碼 |
| Brown Advisory Inc | 357,190 | $4,817 萬 | 0.06% | −45,413−11.3% | 減碼 |
| Invesco Ltd. | 347,675 | $4,689 萬 | 0.01% | +63,680+22.4% | 加碼 |
| Goldman Sachs Group Inc | 343,539 | $4,633 萬 | 0.01% | +7,539+2.2% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 299,717 | $4,042 萬 | 2.19% | +2,132+0.7% | 加碼 |
| Franklin Resources Inc | 297,450 | $4,011 萬 | 0.01% | −6,699−2.2% | 減碼 |
| Ancora Advisors, LLC | 284,293 | $3,834 萬 | 0.95% | −1,234−0.4% | 減碼 |
| HighTower Advisors, LLC | 277,002 | $3,732 萬 | 0.06% | −4,556−1.6% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 274,667 | $3,704 萬 | 0.13% | −1,966−0.7% | 減碼 |
| Macquarie Group Ltd | 272,559 | $3,676 萬 | 0.04% | −59,254−17.9% | 減碼 |
| Argent Capital Management LLC | 243,844 | $3,288 萬 | 0.97% | +226+0.1% | 加碼 |
| Eventide Asset Management, LLC | 234,880 | $3,168 萬 | 0.54% | +5,697+2.5% | 加碼 |
| FIL Ltd | 230,285 | $3,106 萬 | 0.03% | +66,652+40.7% | 加碼 |
| Barlow Wealth Partners, Inc. | 177,181 | $2,530 萬 | 3.50% | +3,575+2.1% | 加碼 |
| UBS Asset Management Americas Inc | 178,153 | $2,403 萬 | 0.01% | +73,388+70.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 175,646 | $2,369 萬 | 0.10% | −285−0.2% | 減碼 |
| Principal Financial Group Inc | 174,341 | $2,351 萬 | 0.01% | −21,819−11.1% | 減碼 |
| Rhumbline Advisers | 165,272 | $2,229 萬 | 0.02% | −3,982−2.4% | 減碼 |
| Flputnam Investment Management Co | 164,759 | $2,222 萬 | 0.42% | −6,962−4.1% | 減碼 |
| Raymond James & Associates | 156,012 | $2,104 萬 | 0.01% | +12,588+8.8% | 加碼 |
| JPMorgan Chase & Co | 151,982 | $2,050 萬 | 0.00% | +36,660+31.8% | 加碼 |
| Royce & Associates LP | 149,682 | $2,019 萬 | 0.19% | −10,847−6.8% | 減碼 |
| Montanaro Asset Management Ltd | 146,250 | $1,972 萬 | 3.68% | 00.0% | 不變 |
| UBS Group AG | 141,974 | $1,915 萬 | 0.01% | −14,923−9.5% | 減碼 |
| GHP Investment Advisors, Inc. | 131,472 | $1,773 萬 | 0.89% | −1,259−0.9% | 減碼 |
| Nuveen Asset Management, LLC | 130,494 | $1,760 萬 | 0.01% | −1,439−1.1% | 減碼 |
| New York State Common Retirement Fund | 129,590 | $1,748 萬 | 0.02% | +453+0.4% | 加碼 |
| Jennison Associates LLC | 125,554 | $1,693 萬 | 0.01% | −221,611−63.8% | 減碼 |
| Segall Bryant & Hamill, LLC | 124,519 | $1,679 萬 | 0.30% | +3,383+2.8% | 加碼 |
| Schroder Investment Management Group | 114,420 | $1,543 萬 | 0.02% | −557−0.5% | 減碼 |
| Swiss National Bank | 102,536 | $1,383 萬 | 0.01% | +300+0.3% | 加碼 |
| Legal & General Group Plc | 101,143 | $1,364 萬 | 0.00% | −10,180−9.1% | 減碼 |
| California Public Employees Retirement System | 96,483 | $1,301 萬 | 0.01% | −1,521−1.6% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 95,586 | $1,289 萬 | 0.53% | −8,024−7.7% | 減碼 |
| Emerald Advisers, LLC | 87,583 | $1,181 萬 | 0.50% | −77,484−46.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 86,380 | $1,165 萬 | 0.01% | +75,931+726.7% | 加碼 |
| Polen Capital Management LLC | 82,376 | $1,111 萬 | 0.03% | −7,646−8.5% | 減碼 |
| Russell Investments Group, Ltd. | 79,412 | $1,071 萬 | 0.02% | −373−0.5% | 減碼 |
| Driehaus Capital Management LLC | 76,543 | $1,032 萬 | 0.10% | −71,080−48.1% | 減碼 |
| StonePine Asset Management Inc. | 75,195 | $1,014 萬 | 0.11% | +75,195 | 新進 |
| Alps Advisors Inc | 74,022 | $998.3 萬 | 0.07% | +10,157+15.9% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 70,368 | $949.0 萬 | 0.50% | −62,502−47.0% | 減碼 |
| STRS Ohio | 68,440 | $923.0 萬 | 0.04% | −1,332−1.9% | 減碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 68,011 | $917.2 萬 | 2.54% | −6,581−8.8% | 減碼 |
| Pier Capital, LLC | 66,740 | $900.1 萬 | 1.34% | −7,360−9.9% | 減碼 |
| Corebridge Financial, Inc. | 66,286 | $893.9 萬 | 0.05% | +66,286 | 新進 |
| Retirement Systems of Alabama | 64,631 | $871.6 萬 | 0.03% | −817−1.2% | 減碼 |
| Mutual of America Capital Management LLC | 63,972 | $862.7 萬 | 0.09% | +1,467+2.3% | 加碼 |
| Stifel Financial Corp | 63,008 | $849.7 萬 | 0.01% | −1,650−2.6% | 減碼 |
| Woodson Capital Management, LP | 63,000 | $849.6 萬 | 1.66% | −1,100−1.7% | 減碼 |
| Qube Research & Technologies Ltd | 61,759 | $832.9 萬 | 0.02% | −14,757−19.3% | 減碼 |
| Whittier Trust Co | 61,280 | $826.4 萬 | 0.12% | +3,050+5.2% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 59,795 | $806.4 萬 | 0.64% | −12,686−17.5% | 減碼 |
| Edgestream Partners, L.P. | 58,072 | $783.2 萬 | 0.38% | +12,058+26.2% | 加碼 |
| Crawford Investment Counsel Inc | 56,369 | $760.2 萬 | 0.14% | −1,665−2.9% | 減碼 |
| Granite Investment Partners, LLC | 56,187 | $757.7 萬 | 0.31% | −1,095−1.9% | 減碼 |
| Bell Asset Management Ltd | 52,907 | $713.5 萬 | 1.00% | −7,724−12.7% | 減碼 |
| California State Teachers Retirement System | 50,851 | $685.8 萬 | 0.01% | −872−1.7% | 減碼 |
| FineMark National Bank & Trust | 48,800 | $658.1 萬 | 0.24% | +1,076+2.3% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 45,199 | $609.5 萬 | 2.49% | −2,400−5.0% | 減碼 |
| Fenimore Asset Management Inc | 45,074 | $607.9 萬 | 0.13% | +45,074 | 新進 |
| LPL Financial LLC | 44,986 | $606.7 萬 | 0.00% | +2,332+5.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 44,945 | $606.1 萬 | 0.01% | −465−1.0% | 減碼 |
| Victory Capital Management Inc | 44,747 | $603.5 萬 | 0.01% | −6,191−12.2% | 減碼 |
| Fifth Third Bancorp | 41,566 | $560.6 萬 | 0.02% | +545+1.3% | 加碼 |
| Public Employees Retirement System of Ohio | 41,499 | $559.7 萬 | 0.02% | −23,867−36.5% | 減碼 |