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 |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 1,248 | $16.8 萬 | 0.05% | +106+9.3% | 加碼 |
| Ci Investments Inc. | 1,282 | $17.3 萬 | 0.00% | +74+6.1% | 加碼 |
| KBC Group NV | 1,286 | $17.3 萬 | 0.00% | +160+14.2% | 加碼 |
| Catalyst Funds Management Pty Ltd | 1,400 | $18.9 萬 | 0.05% | +1,400 | 新進 |
| Two Sigma Investments, LP | 1,484 | $20.0 萬 | 0.00% | +1,484 | 新進 |
| CIBC Asset Management Inc | 1,490 | $20.1 萬 | 0.00% | +1,490 | 新進 |
| Thoroughbred Financial Services, LLC | 1,495 | $20.1 萬 | 0.01% | +1,495 | 新進 |
| O'Neil Global Advisors, Inc. | 1,514 | $20.4 萬 | 0.10% | +1,514 | 新進 |
| Profund Advisors LLC | 1,519 | $20.5 萬 | 0.01% | −544−26.4% | 減碼 |
| Corton Capital Inc. | 1,521 | $20.5 萬 | 0.11% | +1,521 | 新進 |
| NewEdge Wealth, LLC | 1,528 | $20.6 萬 | 0.00% | −99−6.1% | 減碼 |
| Fifth Third Wealth Advisors LLC | 1,529 | $20.6 萬 | 0.02% | +1,529 | 新進 |
| Huntington National Bank | 1,538 | $20.7 萬 | 0.00% | −386−20.1% | 減碼 |
| Entropy Technologies, LP | 1,592 | $21.5 萬 | 0.02% | −2,492−61.0% | 減碼 |
| Argent Trust Co | 1,606 | $21.7 萬 | 0.01% | 00.0% | 不變 |
| Hamilton Capital Partners Inc. | 1,662 | $22.4 萬 | 0.02% | −540−24.5% | 減碼 |
| Qsemble Capital Management, LP | 1,672 | $22.5 萬 | 0.04% | −1,201−41.8% | 減碼 |
| FORA Capital, LLC | 1,699 | $22.9 萬 | 0.03% | +1,699 | 新進 |
| Camden Capital, LLC | 1,705 | $23.0 萬 | 0.02% | −9−0.5% | 減碼 |
| SFMG, LLC | 1,708 | $23.0 萬 | 0.02% | +4+0.2% | 加碼 |
| Rehmann Capital Advisory Group | 1,714 | $23.1 萬 | 0.02% | +45+2.7% | 加碼 |
| HighPoint Advisor Group LLC | 1,589 | $23.6 萬 | 0.01% | −159−9.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,610 | $24.2 萬 | 0.02% | +272+20.3% | 加碼 |
| Proequities, Inc. | 1,851 | $25.0 萬 | 0.02% | −63−3.3% | 減碼 |
| Voya Financial Advisors, Inc. | 1,881 | $25.2 萬 | 0.03% | −23−1.2% | 減碼 |
| Commonwealth Equity Services, LLC | 1,891 | $25.5 萬 | 0.00% | +56+3.1% | 加碼 |
| Cerity Partners LLC | 1,903 | $25.7 萬 | 0.00% | −97−4.9% | 減碼 |
| Moloney Securities Asset Management, LLC | 1,912 | $25.8 萬 | 0.04% | −75−3.8% | 減碼 |
| Keybank National Association | 1,921 | $25.9 萬 | 0.00% | −866−31.1% | 減碼 |
| Quantbot Technologies LP | 1,962 | $26.5 萬 | 0.01% | −5,308−73.0% | 減碼 |
| Cassaday & Co Wealth Management LLC | 1,970 | $26.6 萬 | 0.01% | −80−3.9% | 減碼 |
| Summit Financial, LLC | 1,994 | $26.9 萬 | 0.01% | +310+18.4% | 加碼 |
| Stephenson National Bank & Trust | 1,997 | $26.9 萬 | 0.09% | +9+0.5% | 加碼 |
| Berry Wealth Group, LP | 2,040 | $27.5 萬 | 0.22% | −167−7.6% | 減碼 |
| Shelton Capital Management | 2,123 | $28.6 萬 | 0.01% | −103−4.6% | 減碼 |
| Trajan Wealth LLC | 2,166 | $29.2 萬 | 0.02% | −172−7.4% | 減碼 |
| Teza Capital Management LLC | 2,169 | $29.3 萬 | 0.04% | +2,169 | 新進 |
| Kestra Advisory Services, LLC | 2,183 | $29.4 萬 | 0.00% | −5−0.2% | 減碼 |
| Mirabella Financial Services LLP | 2,222 | $30.0 萬 | 0.02% | +2,222 | 新進 |
| Portside Wealth Group, LLC | 2,224 | $30.0 萬 | 0.06% | +131+6.3% | 加碼 |
| Vident Advisory, LLC | 2,308 | $31.1 萬 | 0.01% | −37−1.6% | 減碼 |
| Jones Financial Companies LLLP | 2,314 | $31.2 萬 | 0.00% | +2,058+803.9% | 加碼 |
| State of Wyoming | 2,347 | $31.7 萬 | 0.05% | −43−1.8% | 減碼 |
| Janney Montgomery Scott LLC | 2,349 | $31.7 萬 | 0.00% | −41−1.7% | 減碼 |
| ProShare Advisors LLC | 2,469 | $33.3 萬 | 0.00% | −73−2.9% | 減碼 |
| Values First Advisors, Inc. | 2,492 | $33.6 萬 | 0.20% | −139−5.3% | 減碼 |
| Riverwater Partners LLC | 2,493 | $33.6 萬 | 0.25% | −155−5.9% | 減碼 |
| Advisory Services Network, LLC | 2,501 | $33.7 萬 | 0.01% | −46−1.8% | 減碼 |
| Lazard Asset Management LLC | 2,526 | $34.0 萬 | 0.00% | +1,535+154.9% | 加碼 |
| PDT Partners, LLC | 2,522 | $34.0 萬 | 0.03% | −3,104−55.2% | 減碼 |
| Baird Financial Group, Inc. | 2,544 | $34.3 萬 | 0.00% | +602+31.0% | 加碼 |
| Utah Retirement Systems | 2,700 | $36.4 萬 | 0.00% | −100−3.6% | 減碼 |
| Cynosure Management, LLC | 2,881 | $38.9 萬 | 0.06% | +406+16.4% | 加碼 |
| Private Advisor Group, LLC | 3,062 | $41.3 萬 | 0.00% | −134−4.2% | 減碼 |
| Wealth Alliance | 3,065 | $41.3 萬 | 0.05% | −133−4.2% | 減碼 |
| First Bank & Trust | 3,105 | $41.9 萬 | 0.09% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 3,115 | $42.0 萬 | 0.00% | +367+13.4% | 加碼 |
| Brinker Capital Investments, LLC | 3,196 | $43.1 萬 | 0.00% | −137−4.1% | 減碼 |
| Orion Portfolio Solutions, LLC | 3,196 | $43.1 萬 | 0.00% | −137−4.1% | 減碼 |
| Glenmede Trust Co NA | 3,199 | $43.1 萬 | 0.00% | +835+35.3% | 加碼 |
| Hantz Financial Services, Inc. | 3,258 | $43.9 萬 | 0.01% | −105−3.1% | 減碼 |
| Clearstead Advisors, LLC | 3,279 | $44.2 萬 | 0.01% | +3,279 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 3,363 | $45.4 萬 | 0.02% | +3,363 | 新進 |
| Gibbs Wealth Management | 3,461 | $46.7 萬 | 0.19% | +1,163+50.6% | 加碼 |
| Pzena Investment Management LLC | 3,463 | $46.7 萬 | 0.00% | +1,564+82.4% | 加碼 |
| Ronald Blue Trust, Inc. | 3,723 | $47.7 萬 | 0.01% | +986+36.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 3,595 | $48.5 萬 | 0.00% | +3,595 | 新進 |
| Creative Planning | 3,614 | $48.7 萬 | 0.00% | +350+10.7% | 加碼 |
| M&T Bank Corp | 3,654 | $49.3 萬 | 0.00% | −630−14.7% | 減碼 |
| Dynamic Technology Lab Private Ltd | 3,719 | $50.2 萬 | 0.06% | +3,719 | 新進 |
| Crossmark Global Holdings, Inc. | 3,744 | $50.5 萬 | 0.01% | −336−8.2% | 減碼 |
| Yorktown Management & Research Co Inc | 3,850 | $51.9 萬 | 0.56% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 3,850 | $51.9 萬 | 0.00% | +1,714+80.2% | 加碼 |
| Dynasty Wealth Management, LLC | 3,852 | $51.9 萬 | 0.02% | −13−0.3% | 減碼 |
| Equitable Trust Co | 3,892 | $52.5 萬 | 0.04% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 3,928 | $53.0 萬 | 0.01% | 00.0% | 不變 |
| Simplicity Wealth,LLC | 4,026 | $54.3 萬 | 0.01% | −14−0.3% | 減碼 |
| Bleakley Financial Group, LLC | 4,081 | $55.0 萬 | 0.02% | −52−1.3% | 減碼 |
| Axq Capital, LP | 4,099 | $55.3 萬 | 0.13% | +4,099 | 新進 |
| Securian Asset Management, Inc | 4,156 | $56.0 萬 | 0.02% | −100−2.3% | 減碼 |
| Aquatic Capital Management LLC | 4,200 | $56.6 萬 | 0.02% | +4,200 | 新進 |
| Resources Management Corp | 4,236 | $57.1 萬 | 0.08% | −222−5.0% | 減碼 |
| CAPROCK Group, Inc. | 4,400 | $59.3 萬 | 0.02% | −30−0.7% | 減碼 |
| Federated Hermes, Inc. | 4,460 | $60.1 萬 | 0.00% | −134−2.9% | 減碼 |
| Pearl River Capital, LLC | 4,478 | $60.4 萬 | 0.10% | +4,478 | 新進 |
| State of Wisconsin Investment Board | 4,481 | $60.4 萬 | 0.00% | +185+4.3% | 加碼 |
| Clifford Group, LLC | 4,485 | $60.5 萬 | 0.49% | −75−1.6% | 減碼 |
| Bridges Investment Management Inc | 4,591 | $61.9 萬 | 0.01% | +4,591 | 新進 |
| Commerce Bank | 4,627 | $62.4 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 4,629 | $62.4 萬 | 0.01% | +2,594+127.5% | 加碼 |
| Prelude Capital Management, LLC | 4,639 | $62.6 萬 | 0.05% | −13,715−74.7% | 減碼 |
| Intrust Bank NA | 4,689 | $63.2 萬 | 0.07% | −74−1.6% | 減碼 |
| Studio Investment Management LLC | 4,699 | $63.4 萬 | 0.14% | −3−0.1% | 減碼 |
| Brookstone Capital Management | 4,352 | $64.5 萬 | 0.01% | −1,086−20.0% | 減碼 |
| Isthmus Partners, LLC | 5,080 | $68.5 萬 | 0.08% | 00.0% | 不變 |
| XTX Topco Ltd | 5,093 | $68.7 萬 | 0.06% | +5,093 | 新進 |
| Summit Trail Advisors, LLC | 5,103 | $68.8 萬 | 0.02% | +1,164+29.6% | 加碼 |
| Captrust Financial Advisors | 5,113 | $69.0 萬 | 0.00% | +102+2.0% | 加碼 |
| Renaissance Technologies LLC | 5,300 | $71.5 萬 | 0.00% | −19,700−78.8% | 減碼 |
| Beverly Hills Private Wealth, LLC | 5,348 | $72.1 萬 | 0.16% | −542−9.2% | 減碼 |