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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 5,427 | $73.2 萬 | 0.01% | +901+19.9% | 加碼 |
| EFG Asset Management (North America) Corp. | 5,429 | $73.2 萬 | 0.13% | −5,424−50.0% | 減碼 |
| State of Alaska, Department of Revenue | 5,655 | $76.2 萬 | 0.01% | 00.0% | 不變 |
| NBC Securities, Inc. | 5,772 | $77.8 萬 | 0.07% | −132−2.2% | 減碼 |
| Sendero Wealth Management, LLC | 5,822 | $78.5 萬 | 0.13% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 5,925 | $79.9 萬 | 0.08% | −80−1.3% | 減碼 |
| Xponance, Inc. | 5,937 | $80.1 萬 | 0.01% | −600−9.2% | 減碼 |
| Citadel Advisors LLC | 6,180 | $83.3 萬 | 0.00% | +6,180 | 新進 |
| James Investment Research Inc | 6,341 | $85.5 萬 | 0.10% | −20.0% | 減碼 |
| Integrated Investment Consultants, LLC | 6,684 | $85.7 萬 | 0.24% | 00.0% | 不變 |
| Alpine Woods Capital Investors, LLC | 6,395 | $86.2 萬 | 0.13% | +2,267+54.9% | 加碼 |
| Connable Office Inc | 6,460 | $87.1 萬 | 0.09% | −539−7.7% | 減碼 |
| Bridgewater Associates, LP | 6,482 | $87.4 萬 | 0.00% | +6,482 | 新進 |
| Allspring Global Investments Holdings, LLC | 6,627 | $89.4 萬 | 0.00% | 00.0% | 不變 |
| Fulton Bank, N.A. | 6,714 | $90.5 萬 | 0.04% | +5+0.1% | 加碼 |
| Amundi | 6,738 | $90.7 萬 | 0.00% | +6,738 | 新進 |
| Pictet Asset Management Holding SA | 6,761 | $91.2 萬 | 0.00% | +67+1.0% | 加碼 |
| JustInvest LLC | 6,923 | $93.2 萬 | 0.02% | +1,520+28.1% | 加碼 |
| Exchange Traded Concepts, LLC | 6,918 | $93.3 萬 | 0.02% | +4,629+202.2% | 加碼 |
| Avantax Advisory Services, Inc. | 6,996 | $94.4 萬 | 0.01% | +5,153+279.6% | 加碼 |
| TD Asset Management Inc | 7,000 | $94.4 萬 | 0.00% | +4,700+204.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 7,135 | $96.2 萬 | 0.00% | −8,708−55.0% | 減碼 |
| HSBC Holdings PLC | 7,989 | $107.5 萬 | 0.00% | −9,386−54.0% | 減碼 |
| Strategic Wealth Designers | 8,041 | $108.8 萬 | 0.14% | +8,041 | 新進 |
| Park Avenue Securities LLC | 8,532 | $115.1 萬 | 0.01% | +120+1.4% | 加碼 |
| Citigroup Inc | 8,537 | $115.1 萬 | 0.00% | −3,559−29.4% | 減碼 |
| FourThought Financial Partners, LLC | 8,616 | $116.2 萬 | 0.15% | +119+1.4% | 加碼 |
| Integrated Wealth Concepts LLC | 8,654 | $116.7 萬 | 0.02% | +1,197+16.1% | 加碼 |
| Linden Thomas Advisory Services, LLC | 8,768 | $118.2 萬 | 0.18% | +210+2.5% | 加碼 |
| State of Tennessee, Treasury Department | 8,800 | $118.7 萬 | 0.00% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 9,054 | $122.1 萬 | 0.00% | +9,054 | 新進 |
| O'Shaughnessy Asset Management, LLC | 9,093 | $122.6 萬 | 0.01% | +416+4.8% | 加碼 |
| Handelsbanken Fonder AB | 9,758 | $131.6 萬 | 0.01% | +1,600+19.6% | 加碼 |
| Alberta Investment Management Corp | 9,997 | $134.8 萬 | 0.01% | −9,663−49.2% | 減碼 |
| Mariner, LLC | 10,551 | $142.3 萬 | 0.00% | +421+4.2% | 加碼 |
| New Mexico Educational Retirement Board | 10,600 | $143.0 萬 | 0.05% | 00.0% | 不變 |
| VELA Investment Management, LLC | 10,778 | $145.4 萬 | 0.51% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 10,890 | $146.9 萬 | 0.03% | −2,000−15.5% | 減碼 |
| Voya Investment Management LLC | 11,161 | $150.5 萬 | 0.00% | +2,460+28.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,169 | $150.6 萬 | 0.00% | +283+2.6% | 加碼 |
| AQR Capital Management LLC | 11,396 | $153.7 萬 | 0.00% | +4,844+73.9% | 加碼 |
| Susquehanna International Group, LLP | 11,412 | $153.9 萬 | 0.00% | +11,412 | 新進 |
| Empowered Funds, LLC | 11,545 | $155.7 萬 | 0.03% | +904+8.5% | 加碼 |
| Spears Abacus Advisors LLC | 11,605 | $156.5 萬 | 0.03% | −640−5.2% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,606 | $156.5 萬 | 0.01% | +77+0.7% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 11,616 | $156.6 萬 | 0.01% | −140−1.2% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 11,688 | $157.6 萬 | 0.04% | +63+0.5% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,106 | $163.3 萬 | 0.07% | −32−0.3% | 減碼 |
| Pacer Advisors, Inc. | 12,204 | $164.6 萬 | 0.00% | +2,922+31.5% | 加碼 |
| Rockefeller Capital Management L.P. | 12,439 | $167.8 萬 | 0.00% | −20,484−62.2% | 減碼 |
| State of Michigan Retirement System | 12,600 | $169.9 萬 | 0.01% | −200−1.6% | 減碼 |
| Cetera Investment Advisers | 13,061 | $176.1 萬 | 0.00% | −464−3.4% | 減碼 |
| CWM, LLC | 13,168 | $177.6 萬 | 0.01% | −1,262−8.7% | 減碼 |
| Triasima Portfolio Management inc. | 13,502 | $182.1 萬 | 0.17% | 00.0% | 不變 |
| Truist Financial Corp | 13,544 | $182.7 萬 | 0.00% | −1,931−12.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 13,558 | $182.8 萬 | 0.00% | −2,495−15.5% | 減碼 |
| SG Americas Securities, LLC | 13,676 | $184.4 萬 | 0.01% | +13,676 | 新進 |
| Sanctuary Advisors, LLC | 15,349 | $194.5 萬 | 0.01% | +15,349 | 新進 |
| Arizona State Retirement System | 14,590 | $196.8 萬 | 0.01% | +360+2.5% | 加碼 |
| Algert Global LLC | 14,599 | $196.9 萬 | 0.07% | +1,299+9.8% | 加碼 |
| Toroso Investments, LLC | 14,634 | $197.4 萬 | 0.03% | +3,541+31.9% | 加碼 |
| Taylor Frigon Capital Management LLC | 14,696 | $198.2 萬 | 0.94% | −398−2.6% | 減碼 |
| Louisiana State Employees Retirement System | 14,800 | $199.6 萬 | 0.04% | −200−1.3% | 減碼 |
| Illinois Municipal Retirement Fund | 14,881 | $200.7 萬 | 0.03% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 16,636 | $224.3 萬 | 0.10% | +569+3.5% | 加碼 |
| Kennedy Capital Management, Inc. | 16,803 | $226.6 萬 | 0.05% | +2,538+17.8% | 加碼 |
| New York State Teachers Retirement System | 17,138 | $231.1 萬 | 0.00% | +100+0.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 17,800 | $240.1 萬 | 0.01% | +17,531+6,517.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 17,900 | $241.4 萬 | 0.02% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 17,938 | $241.9 萬 | 0.08% | −355−1.9% | 減碼 |
| MML Investors Services, LLC | 17,976 | $242.4 萬 | 0.01% | −1,054−5.5% | 減碼 |
| Deutsche Bank AG | 18,131 | $244.5 萬 | 0.00% | +11,914+191.6% | 加碼 |
| Cresset Asset Management, LLC | 18,344 | $247.4 萬 | 0.01% | −1,427−7.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 19,720 | $265.9 萬 | 0.01% | +2,448+14.2% | 加碼 |
| Hilton Capital Management, LLC | 20,085 | $270.9 萬 | 0.23% | +592+3.0% | 加碼 |
| Daiwa Securities Group Inc. | 20,206 | $272.5 萬 | 0.01% | +349+1.8% | 加碼 |
| Davenport & Co LLC | 20,401 | $275.1 萬 | 0.02% | +188+0.9% | 加碼 |
| Regions Financial Corp | 20,937 | $282.4 萬 | 0.02% | −352−1.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 21,233 | $286.3 萬 | 0.01% | −7,561−26.3% | 減碼 |
| Jane Street Group, LLC | 21,447 | $289.2 萬 | 0.00% | +21,447 | 新進 |
| Pathstone Holdings, LLC | 21,672 | $292.3 萬 | 0.01% | +1,766+8.9% | 加碼 |
| Atria Investments LLC | 21,688 | $292.5 萬 | 0.04% | +1,089+5.3% | 加碼 |
| Treasurer of the State of North Carolina | 22,383 | $301.9 萬 | 0.01% | −207−0.9% | 減碼 |
| Ensign Peak Advisors, Inc | 22,496 | $303.4 萬 | 0.01% | −6,650−22.8% | 減碼 |
| Yousif Capital Management, LLC | 22,621 | $305.1 萬 | 0.03% | −1,723−7.1% | 減碼 |
| CI Private Wealth, LLC | 22,697 | $306.1 萬 | 0.01% | +389+1.7% | 加碼 |
| Janus Henderson Group PLC | 22,750 | $306.8 萬 | 0.00% | −7,906−25.8% | 減碼 |
| West Coast Financial LLC | 22,824 | $307.8 萬 | 0.36% | −881−3.7% | 減碼 |
| Van Eck Associates Corp | 23,368 | $315.1 萬 | 0.00% | +3,862+19.8% | 加碼 |
| GWM Advisors LLC | 23,556 | $317.7 萬 | 0.02% | +3,824+19.4% | 加碼 |
| Chase Investment Counsel Corp | 23,607 | $318.3 萬 | 1.13% | +23,607 | 新進 |
| TownSquare Capital, LLC | 24,056 | $324.4 萬 | 0.04% | +3,949+19.6% | 加碼 |
| Bank of Montreal | 24,178 | $328.5 萬 | 0.00% | +1,171+5.1% | 加碼 |
| SpiderRock Advisors, LLC | 24,432 | $329.5 萬 | 0.09% | −1,100−4.3% | 減碼 |
| Harbor Advisors LLC | 25,000 | $337.1 萬 | 0.62% | 00.0% | 不變 |
| American Century Companies Inc | 25,662 | $346.1 萬 | 0.00% | −816−3.1% | 減碼 |
| Cinctive Capital Management LP | 25,935 | $349.8 萬 | 0.19% | −1,008−3.7% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 26,251 | $354.0 萬 | 0.01% | −1,068−3.9% | 減碼 |
| Richard Bernstein Advisors LLC | 26,368 | $355.6 萬 | 0.08% | +30.0% | 加碼 |
| Amalgamated Bank | 26,494 | $357.3 萬 | 0.03% | −1,942−6.8% | 減碼 |