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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 969 | $15.3 萬 | 0.01% | +969 | 新進 |
| Principal Securities, Inc. | 1,003 | $15.8 萬 | 0.00% | +114+12.8% | 加碼 |
| Smartleaf Asset Management LLC | 1,078 | $17.0 萬 | 0.02% | +83+8.3% | 加碼 |
| Manchester Capital Management LLC | 1,140 | $18.0 萬 | 0.02% | +1,053+1,210.3% | 加碼 |
| Paradigm Asset Management Co LLC | 1,200 | $19.0 萬 | 0.05% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 1,237 | $19.5 萬 | 0.00% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 1,282 | $20.2 萬 | 0.06% | +34+2.7% | 加碼 |
| KBC Group NV | 1,286 | $20.3 萬 | 0.00% | 00.0% | 不變 |
| TrueMark Investments, LLC | 1,286 | $20.3 萬 | 0.07% | +1,286 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 1,319 | $20.8 萬 | 0.01% | +1,319 | 新進 |
| Schonfeld Strategic Advisors LLC | 1,321 | $20.9 萬 | 0.00% | −2,274−63.3% | 減碼 |
| Values First Advisors, Inc. | 1,327 | $21.0 萬 | 0.11% | −1,165−46.7% | 減碼 |
| Okabena Investment Services Inc | 1,382 | $21.8 萬 | 0.06% | +1,382 | 新進 |
| Scissortail Wealth Management, LLC | 8 | $22.2 萬 | 0.05% | +8 | 新進 |
| Ci Investments Inc. | 1,415 | $22.4 萬 | 0.00% | +133+10.4% | 加碼 |
| Ritholtz Wealth Management | 1,419 | $22.4 萬 | 0.01% | +1,419 | 新進 |
| GAMMA Investing LLC | 1,423 | $22.5 萬 | 0.02% | +381+36.6% | 加碼 |
| Huntington National Bank | 1,435 | $22.7 萬 | 0.00% | −103−6.7% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,444 | $22.8 萬 | 0.01% | −166−10.3% | 減碼 |
| SG Americas Securities, LLC | 1,448 | $22.9 萬 | 0.00% | −12,228−89.4% | 減碼 |
| Diametric Capital, LP | 1,450 | $22.9 萬 | 0.11% | +1,450 | 新進 |
| David Loasby | 1,462 | $23.3 萬 | 0.02% | +1,462 | 新進 |
| Boothbay Fund Management, LLC | 1,475 | $23.3 萬 | 0.01% | +1,475 | 新進 |
| Steward Partners Investment Advisory, LLC | 1,481 | $23.4 萬 | 0.00% | +1,309+761.0% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 1,482 | $23.4 萬 | 0.01% | +1,482 | 新進 |
| Moloney Securities Asset Management, LLC | 1,487 | $23.5 萬 | 0.03% | −425−22.2% | 減碼 |
| Thoroughbred Financial Services, LLC | 1,495 | $23.6 萬 | 0.02% | 00.0% | 不變 |
| Hutchens & Kramer Investment Management Group, LLC | 1,484 | $23.7 萬 | 0.13% | +1,484 | 新進 |
| Atria Wealth Solutions, Inc. | 1,530 | $24.2 萬 | 0.00% | +1,530 | 新進 |
| Profund Advisors LLC | 1,531 | $24.2 萬 | 0.01% | +12+0.8% | 加碼 |
| CIBC Asset Management Inc | 1,540 | $24.3 萬 | 0.00% | +50+3.4% | 加碼 |
| Fifth Third Wealth Advisors LLC | 1,542 | $24.4 萬 | 0.01% | +13+0.9% | 加碼 |
| Benjamin Edwards Inc | 1,548 | $24.5 萬 | 0.00% | +1,539+17,100.0% | 加碼 |
| Norden Group LLC | 1,571 | $24.8 萬 | 0.03% | +1,571 | 新進 |
| Argent Trust Co | 1,580 | $25.0 萬 | 0.01% | −26−1.6% | 減碼 |
| Axxcess Wealth Management, LLC | 1,608 | $25.4 萬 | 0.01% | +1,608 | 新進 |
| RSM US Wealth Management LLC | 1,611 | $25.7 萬 | 0.00% | +1,611 | 新進 |
| NewEdge Wealth, LLC | 1,644 | $26.0 萬 | 0.00% | +116+7.6% | 加碼 |
| Hamilton Capital Partners Inc. | 1,662 | $26.3 萬 | 0.02% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 1,688 | $26.8 萬 | 0.01% | +1,688 | 新進 |
| Rehmann Capital Advisory Group | 1,689 | $26.8 萬 | 0.02% | −25−1.5% | 減碼 |
| FourThought Financial Partners, LLC | 1,706 | $27.0 萬 | 0.03% | −6,910−80.2% | 減碼 |
| SFMG, LLC | 1,709 | $27.0 萬 | 0.02% | +1+0.1% | 加碼 |
| HighPoint Advisor Group LLC | 1,605 | $27.5 萬 | 0.02% | +16+1.0% | 加碼 |
| Commonwealth Equity Services, LLC | 1,822 | $28.8 萬 | 0.00% | −69−3.6% | 減碼 |
| Sterling Capital Management LLC | 1,866 | $29.5 萬 | 0.00% | +1,866 | 新進 |
| Two Sigma Investments, LP | 1,909 | $30.2 萬 | 0.00% | +425+28.6% | 加碼 |
| Bessemer Group Inc | 1,920 | $30.3 萬 | 0.00% | +1,102+134.7% | 加碼 |
| Stephenson National Bank & Trust | 1,929 | $30.5 萬 | 0.10% | −68−3.4% | 減碼 |
| XTX Topco Ltd | 1,949 | $30.8 萬 | 0.02% | −3,144−61.7% | 減碼 |
| Cassaday & Co Wealth Management LLC | 1,960 | $31.0 萬 | 0.01% | −10−0.5% | 減碼 |
| Allianz Asset Management GmbH | 1,968 | $31.1 萬 | 0.00% | −7,086−78.3% | 減碼 |
| Inceptionr LLC | 2,018 | $31.9 萬 | 0.08% | +2,018 | 新進 |
| Jefferies Financial Group Inc. | 2,043 | $32.3 萬 | 0.01% | +2,043 | 新進 |
| Shelton Capital Management | 2,055 | $32.5 萬 | 0.01% | −68−3.2% | 減碼 |
| Net Worth Advisory Group | 2,056 | $32.5 萬 | 0.10% | +2,056 | 新進 |
| USA Financial Portformulas Corp | 2,082 | $32.9 萬 | 0.05% | +2,082 | 新進 |
| OneAscent Wealth Management LLC | 2,086 | $33.0 萬 | 0.13% | +2,086 | 新進 |
| OneAscent Financial Services LLC | 2,098 | $33.2 萬 | 0.24% | +2,098 | 新進 |
| Advisory Services Network, LLC | 2,501 | $33.7 萬 | 0.01% | 00.0% | 不變 |
| Proequities, Inc. | 2,171 | $34.3 萬 | 0.02% | +320+17.3% | 加碼 |
| ISAM Funds (UK) Ltd | 2,195 | $34.7 萬 | 0.20% | +2,195 | 新進 |
| Berry Wealth Group, LP | 2,209 | $34.9 萬 | 0.25% | +169+8.3% | 加碼 |
| Cynosure Management, LLC | 2,263 | $35.8 萬 | 0.05% | −618−21.5% | 減碼 |
| Cerity Partners LLC | 2,300 | $36.4 萬 | 0.00% | +397+20.9% | 加碼 |
| ProShare Advisors LLC | 2,315 | $36.6 萬 | 0.00% | −154−6.2% | 減碼 |
| Voya Financial Advisors, Inc. | 2,330 | $36.7 萬 | 0.04% | +449+23.9% | 加碼 |
| Pzena Investment Management LLC | 2,329 | $36.8 萬 | 0.00% | −1,134−32.7% | 減碼 |
| Marshall Wace, LLP | 2,337 | $36.9 萬 | 0.00% | +2,337 | 新進 |
| Vident Advisory, LLC | 2,387 | $37.7 萬 | 0.01% | +79+3.4% | 加碼 |
| Trajan Wealth LLC | 2,397 | $37.9 萬 | 0.02% | +231+10.7% | 加碼 |
| Portside Wealth Group, LLC | 2,456 | $38.8 萬 | 0.07% | +232+10.4% | 加碼 |
| Riverwater Partners LLC | 2,468 | $39.2 萬 | 0.19% | −25−1.0% | 減碼 |
| PDT Partners, LLC | 2,522 | $39.9 萬 | 0.04% | 00.0% | 不變 |
| Centiva Capital, LP | 2,582 | $40.8 萬 | 0.02% | +2,582 | 新進 |
| Custom Index Systems, LLC | 2,602 | $41.1 萬 | 0.22% | +2,602 | 新進 |
| Koshinski Asset Management, Inc. | 2,708 | $42.8 萬 | 0.04% | +2,708 | 新進 |
| Utah Retirement Systems | 2,800 | $44.2 萬 | 0.00% | +100+3.7% | 加碼 |
| nVerses Capital, LLC | 2,800 | $44.2 萬 | 0.20% | +2,800 | 新進 |
| Tower Research Capital LLC (TRC) | 2,920 | $46.1 萬 | 0.01% | −1,709−36.9% | 減碼 |
| Maryland State Retirement & Pension System | 2,938 | $46.4 萬 | 0.01% | −990−25.2% | 減碼 |
| Snowden Capital Advisors LLC | 2,973 | $47.0 萬 | 0.01% | +2,973 | 新進 |
| Entropy Technologies, LP | 3,100 | $49.0 萬 | 0.05% | +1,508+94.7% | 加碼 |
| First Bank & Trust | 3,105 | $49.1 萬 | 0.09% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 3,117 | $49.1 萬 | 0.00% | +803+34.7% | 加碼 |
| Wealth Alliance | 3,127 | $49.4 萬 | 0.06% | +62+2.0% | 加碼 |
| Kestra Private Wealth Services, LLC | 3,178 | $50.2 萬 | 0.01% | +3,178 | 新進 |
| Polymer Capital Management (HK) LTD | 3,200 | $50.6 萬 | 0.12% | +3,200 | 新進 |
| Hantz Financial Services, Inc. | 3,234 | $51.1 萬 | 0.01% | −24−0.7% | 減碼 |
| Clearstead Advisors, LLC | 3,325 | $52.5 萬 | 0.01% | +46+1.4% | 加碼 |
| State of Wyoming | 3,333 | $52.7 萬 | 0.08% | +986+42.0% | 加碼 |
| Creative Planning | 3,564 | $56.3 萬 | 0.00% | −50−1.4% | 減碼 |
| Glenmede Trust Co NA | 3,618 | $57.2 萬 | 0.00% | +419+13.1% | 加碼 |
| Dynasty Wealth Management, LLC | 3,653 | $57.7 萬 | 0.02% | −199−5.2% | 減碼 |
| M&T Bank Corp | 3,679 | $58.1 萬 | 0.00% | +25+0.7% | 加碼 |
| Private Advisor Group, LLC | 3,730 | $58.9 萬 | 0.00% | +668+21.8% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 3,822 | $60.4 萬 | 0.13% | +3,822 | 新進 |
| QRG Capital Management, Inc. | 3,832 | $60.6 萬 | 0.01% | +717+23.0% | 加碼 |
| Yorktown Management & Research Co Inc | 3,850 | $60.8 萬 | 0.62% | 00.0% | 不變 |
| Gibbs Wealth Management | 3,884 | $61.4 萬 | 0.20% | +423+12.2% | 加碼 |