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 3 季 13F 持有人
Houlihan Lokey, Inc. 在 2024/9/30 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
- 452
- 較 2024 年第 2 季 +40 家
- 持有股數
- 5,275 萬
- 較 2024 年第 2 季 +445.1 萬 (+9.2%)
- 總市值
- $83.6 億
- 較 2024 年第 2 季 +$18.4 億 (+28.3%)
- 新進機構
- 73
- 另有 157 家加碼
- 清倉機構
- 33
- 另有 156 家減碼
另有 4 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,167,079 | $8.17 億 | 0.01% | +14,057+0.3% | 加碼 |
| BlackRock, Inc. | 5,101,916 | $8.06 億 | 0.02% | +5,101,916 | 新進 |
| Earnest Partners LLC | 3,231,239 | $5.11 億 | 2.22% | −42,579−1.3% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 3,072,443 | $4.86 億 | 1.07% | −15,455−0.5% | 減碼 |
| Wellington Management Group LLP | 1,850,640 | $2.92 億 | 0.05% | −134,776−6.8% | 減碼 |
| FMR LLC | 1,713,573 | $2.71 億 | 0.02% | −2,841−0.2% | 減碼 |
| State Street Corp | 1,615,467 | $2.55 億 | 0.01% | +21,106+1.3% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 1,419,908 | $2.24 億 | 0.14% | −11,129−0.8% | 減碼 |
| Burgundy Asset Management Ltd. | 1,231,477 | $1.95 億 | 1.93% | +35,527+3.0% | 加碼 |
| Fiduciary Management Inc | 1,213,716 | $1.92 億 | 1.68% | −2,463−0.2% | 減碼 |
| Bank of America Corp | 1,207,076 | $1.91 億 | 0.02% | +109,472+10.0% | 加碼 |
| Bamco Inc | 1,144,679 | $1.81 億 | 0.48% | −148,600−11.5% | 減碼 |
| Geode Capital Management, LLC | 970,559 | $1.53 億 | 0.01% | +26,564+2.8% | 加碼 |
| Neuberger Berman Group LLC | 926,533 | $1.46 億 | 0.11% | −3,929−0.4% | 減碼 |
| Clearbridge Investments, LLC | 840,382 | $1.33 億 | 0.10% | −25,416−2.9% | 減碼 |
| Eagle Asset Management Inc | 693,109 | $1.29 億 | 0.66% | +132,516+23.6% | 加碼 |
| Capital International Investors | 792,991 | $1.25 億 | 0.02% | +1620.0% | 加碼 |
| SEI Investments Co | 755,745 | $1.19 億 | 0.16% | −20,590−2.7% | 減碼 |
| Thrivent Financial for Lutherans | 711,604 | $1.12 億 | 0.21% | −282,371−28.4% | 減碼 |
| Ameriprise Financial Inc | 699,223 | $1.10 億 | 0.03% | −174,628−20.0% | 減碼 |
| Norges Bank | 655,226 | $1.04 億 | 0.01% | −62,368−8.7% | 減碼 |
| Van Berkom & Associates Inc. | 611,663 | $9,666 萬 | 2.65% | −47,455−7.2% | 減碼 |
| Charles Schwab Investment Management Inc | 601,025 | $9,497 萬 | 0.02% | +149,114+33.0% | 加碼 |
| Northern Trust Corp | 600,918 | $9,496 萬 | 0.02% | −5,019−0.8% | 減碼 |
| Dimensional Fund Advisors LP | 580,234 | $9,169 萬 | 0.02% | −45,598−7.3% | 減碼 |
| Alliancebernstein L.P. | 567,576 | $8,969 萬 | 0.03% | −85,572−13.1% | 減碼 |
| Envestnet Asset Management Inc | 533,082 | $8,424 萬 | 0.03% | +50,303+10.4% | 加碼 |
| Morgan Stanley | 525,758 | $8,308 萬 | 0.01% | −37,307−6.6% | 減碼 |
| Bank of New York Mellon Corp | 482,068 | $7,618 萬 | 0.01% | −35,884−6.9% | 減碼 |
| Invesco Ltd. | 467,456 | $7,387 萬 | 0.01% | +119,781+34.5% | 加碼 |
| Wells Fargo & Company | 444,734 | $7,028 萬 | 0.02% | +10,960+2.5% | 加碼 |
| GW&K Investment Management, LLC | 443,000 | $7,000 萬 | 0.60% | +6,994+1.6% | 加碼 |
| Nordea Investment Management AB | 421,220 | $6,601 萬 | 0.07% | −32,328−7.1% | 減碼 |
| Natixis Advisors, L.P. | 399,388 | $6,311 萬 | 0.12% | +9,768+2.5% | 加碼 |
| First Trust Advisors LP | 395,346 | $6,247 萬 | 0.06% | −10,091−2.5% | 減碼 |
| Goldman Sachs Group Inc | 392,725 | $6,206 萬 | 0.01% | +49,186+14.3% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 297,957 | $4,708 萬 | 2.37% | −1,760−0.6% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 293,981 | $4,645 萬 | 0.15% | +19,314+7.0% | 加碼 |
| Franklin Resources Inc | 273,701 | $4,636 萬 | 0.01% | −23,749−8.0% | 減碼 |
| Ancora Advisors, LLC | 287,519 | $4,543 萬 | 1.03% | +3,226+1.1% | 加碼 |
| Fiera Capital Corp | 283,702 | $4,483 萬 | 0.13% | +246,705+666.8% | 加碼 |
| Citadel Advisors LLC | 263,507 | $4,164 萬 | 0.04% | +257,327+4,163.9% | 加碼 |
| HighTower Advisors, LLC | 257,910 | $4,078 萬 | 0.06% | −19,092−6.9% | 減碼 |
| Argent Capital Management LLC | 240,813 | $3,805 萬 | 1.05% | −3,031−1.2% | 減碼 |
| Brown Advisory Inc | 205,477 | $3,247 萬 | 0.04% | −151,713−42.5% | 減碼 |
| Public Employees Retirement Association of Colorado | 193,246 | $3,054 萬 | 0.12% | +17,600+10.0% | 加碼 |
| Macquarie Group Ltd | 185,566 | $2,932 萬 | 0.03% | −86,993−31.9% | 減碼 |
| UBS Group AG | 185,377 | $2,929 萬 | 0.01% | +43,403+30.6% | 加碼 |
| New York State Common Retirement Fund | 183,976 | $2,907 萬 | 0.04% | +54,386+42.0% | 加碼 |
| Barlow Wealth Partners, Inc. | 180,345 | $2,900 萬 | 3.79% | +3,164+1.8% | 加碼 |
| Eventide Asset Management, LLC | 168,910 | $2,669 萬 | 0.46% | −65,970−28.1% | 減碼 |
| UBS Asset Management Americas Inc | 165,783 | $2,620 萬 | 0.01% | −12,370−6.9% | 減碼 |
| Flputnam Investment Management Co | 164,230 | $2,595 萬 | 0.47% | −529−0.3% | 減碼 |
| Rhumbline Advisers | 163,479 | $2,583 萬 | 0.02% | −1,793−1.1% | 減碼 |
| Millennium Management LLC | 160,499 | $2,536 萬 | 0.02% | −341,111−68.0% | 減碼 |
| Raymond James & Associates | 157,759 | $2,493 萬 | 0.02% | +1,747+1.1% | 加碼 |
| FIL Ltd | 157,091 | $2,482 萬 | 0.02% | −73,194−31.8% | 減碼 |
| Lord, Abbett & Co. LLC | 153,000 | $2,418 萬 | 0.08% | +153,000 | 新進 |
| Montanaro Asset Management Ltd | 151,000 | $2,386 萬 | 4.25% | +4,750+3.2% | 加碼 |
| Nuveen Asset Management, LLC | 129,867 | $2,052 萬 | 0.01% | −627−0.5% | 減碼 |
| GHP Investment Advisors, Inc. | 128,390 | $2,029 萬 | 0.93% | −3,082−2.3% | 減碼 |
| Principal Financial Group Inc | 123,095 | $1,945 萬 | 0.01% | −51,246−29.4% | 減碼 |
| Royce & Associates LP | 122,456 | $1,935 萬 | 0.18% | −27,226−18.2% | 減碼 |
| JPMorgan Chase & Co | 121,182 | $1,915 萬 | 0.00% | −30,800−20.3% | 減碼 |
| Schroder Investment Management Group | 117,844 | $1,858 萬 | 0.02% | +3,424+3.0% | 加碼 |
| Legal & General Group Plc | 104,273 | $1,648 萬 | 0.00% | +3,130+3.1% | 加碼 |
| Swiss National Bank | 102,536 | $1,620 萬 | 0.01% | 00.0% | 不變 |
| Alps Advisors Inc | 101,936 | $1,611 萬 | 0.11% | +27,914+37.7% | 加碼 |
| California Public Employees Retirement System | 94,307 | $1,490 萬 | 0.01% | −2,176−2.3% | 減碼 |
| Segall Bryant & Hamill, LLC | 93,241 | $1,473 萬 | 0.20% | −31,278−25.1% | 減碼 |
| Stifel Financial Corp | 89,788 | $1,419 萬 | 0.01% | +26,780+42.5% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 87,493 | $1,397 萬 | 0.05% | +86,984+17,089.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 83,986 | $1,327 萬 | 0.01% | −2,394−2.8% | 減碼 |
| Azora Capital LP | 83,722 | $1,323 萬 | 0.71% | +83,722 | 新進 |
| Russell Investments Group, Ltd. | 79,215 | $1,252 萬 | 0.02% | −197−0.2% | 減碼 |
| StonePine Asset Management Inc. | 75,195 | $1,188 萬 | 0.11% | 00.0% | 不變 |
| Victory Capital Management Inc | 71,269 | $1,126 萬 | 0.01% | +26,522+59.3% | 加碼 |
| Jennison Associates LLC | 69,689 | $1,101 萬 | 0.01% | −55,865−44.5% | 減碼 |
| Polen Capital Management LLC | 68,311 | $1,079 萬 | 0.03% | −14,065−17.1% | 減碼 |
| Pier Capital, LLC | 67,090 | $1,060 萬 | 1.49% | +350+0.5% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 65,733 | $1,039 萬 | 2.68% | −2,278−3.3% | 減碼 |
| Retirement Systems of Alabama | 64,528 | $1,020 萬 | 0.04% | −103−0.2% | 減碼 |
| Whittier Trust Co | 63,996 | $1,011 萬 | 0.14% | +2,716+4.4% | 加碼 |
| Mutual of America Capital Management LLC | 63,423 | $1,002 萬 | 0.11% | −549−0.9% | 減碼 |
| Rheos Capital Works Inc. | 63,400 | $1,002 萬 | 0.52% | +25,000+65.1% | 加碼 |
| STRS Ohio | 63,372 | $1,001 萬 | 0.04% | −5,068−7.4% | 減碼 |
| Corebridge Financial, Inc. | 62,868 | $993.4 萬 | 0.05% | −3,418−5.2% | 減碼 |
| Renaissance Technologies LLC | 56,900 | $899.1 萬 | 0.01% | +51,600+973.6% | 加碼 |
| Qube Research & Technologies Ltd | 56,853 | $898.4 萬 | 0.02% | −4,906−7.9% | 減碼 |
| LPL Financial LLC | 55,761 | $881.1 萬 | 0.00% | +10,775+24.0% | 加碼 |
| Fenimore Asset Management Inc | 50,074 | $791.3 萬 | 0.16% | +5,000+11.1% | 加碼 |
| California State Teachers Retirement System | 49,709 | $785.5 萬 | 0.01% | −1,142−2.2% | 減碼 |
| FineMark National Bank & Trust | 48,483 | $766.1 萬 | 0.27% | −317−0.6% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 45,025 | $711.5 萬 | 2.67% | −174−0.4% | 減碼 |
| Royal Bank of Canada | 44,903 | $709.5 萬 | 0.00% | +8,367+22.9% | 加碼 |
| Teacher Retirement System of Texas | 44,502 | $703.2 萬 | 0.03% | +17,426+64.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 44,016 | $695.5 萬 | 0.01% | −929−2.1% | 減碼 |
| Granite Investment Partners, LLC | 42,347 | $669.2 萬 | 0.29% | −13,840−24.6% | 減碼 |
| Prudential Financial Inc | 41,784 | $660.3 萬 | 0.01% | +11,531+38.1% | 加碼 |
| Great West Life Assurance Co | 41,764 | $659.7 萬 | 0.01% | +2,769+7.1% | 加碼 |