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 |
|---|---|---|---|---|---|
| Equitable Trust Co | 3,892 | $61.5 萬 | 0.04% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 3,994 | $63.1 萬 | 0.00% | −2,633−39.7% | 減碼 |
| Ronald Blue Trust, Inc. | 4,733 | $63.8 萬 | 0.01% | +1,010+27.1% | 加碼 |
| Aviva PLC | 4,127 | $65.2 萬 | 0.00% | +4,127 | 新進 |
| Securian Asset Management, Inc | 4,156 | $65.7 萬 | 0.02% | 00.0% | 不變 |
| Resources Management Corp | 4,236 | $66.9 萬 | 0.09% | 00.0% | 不變 |
| Brookstone Capital Management | 4,241 | $67.0 萬 | 0.01% | −111−2.6% | 減碼 |
| First Eagle Investment Management, LLC | 4,247 | $67.1 萬 | 0.00% | +4,247 | 新進 |
| Bleakley Financial Group, LLC | 4,275 | $67.6 萬 | 0.02% | +194+4.8% | 加碼 |
| State of Wisconsin Investment Board | 4,368 | $69.0 萬 | 0.00% | −113−2.5% | 減碼 |
| CAPROCK Group, Inc. | 4,378 | $69.2 萬 | 0.03% | −22−0.5% | 減碼 |
| Clifford Group, LLC | 4,379 | $69.2 萬 | 0.54% | −106−2.4% | 減碼 |
| Mercer Global Advisors Inc | 4,441 | $70.9 萬 | 0.00% | +4,441 | 新進 |
| Commerce Bank | 4,518 | $71.4 萬 | 0.00% | −109−2.4% | 減碼 |
| Studio Investment Management LLC | 4,544 | $71.8 萬 | 0.15% | −155−3.3% | 減碼 |
| Beverly Hills Private Wealth, LLC | 4,557 | $72.0 萬 | 0.15% | −791−14.8% | 減碼 |
| Intrust Bank NA | 4,673 | $73.8 萬 | 0.07% | −16−0.3% | 減碼 |
| VELA Investment Management, LLC | 4,684 | $74.0 萬 | 0.25% | −6,094−56.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 4,688 | $74.1 萬 | 0.01% | +944+25.2% | 加碼 |
| Bridges Investment Management Inc | 4,758 | $75.2 萬 | 0.01% | +167+3.6% | 加碼 |
| Hanlon Investment Management, Inc. | 4,767 | $75.3 萬 | 0.21% | +4,767 | 新進 |
| Oak Thistle LLC | 4,818 | $76.1 萬 | 0.25% | +4,818 | 新進 |
| Captrust Financial Advisors | 4,902 | $77.5 萬 | 0.00% | −211−4.1% | 減碼 |
| Summit Trail Advisors, LLC | 4,907 | $77.5 萬 | 0.02% | −196−3.8% | 減碼 |
| Alpine Woods Capital Investors, LLC | 4,100 | $77.9 萬 | 0.14% | −2,295−35.9% | 減碼 |
| Janney Montgomery Scott LLC | 4,955 | $78.3 萬 | 0.00% | +2,606+110.9% | 加碼 |
| Isthmus Partners, LLC | 5,080 | $80.3 萬 | 0.10% | 00.0% | 不變 |
| NBC Securities, Inc. | 5,099 | $80.5 萬 | 0.07% | −673−11.7% | 減碼 |
| Moneta Group Investment Advisors LLC | 5,196 | $82.1 萬 | 0.01% | −231−4.3% | 減碼 |
| Federated Hermes, Inc. | 5,236 | $82.7 萬 | 0.00% | +776+17.4% | 加碼 |
| Kestra Advisory Services, LLC | 5,347 | $84.5 萬 | 0.00% | +3,164+144.9% | 加碼 |
| Lazard Asset Management LLC | 5,391 | $85.1 萬 | 0.00% | +2,865+113.4% | 加碼 |
| TD Asset Management Inc | 5,800 | $91.4 萬 | 0.00% | −1,200−17.1% | 減碼 |
| Sendero Wealth Management, LLC | 5,822 | $92.0 萬 | 0.15% | 00.0% | 不變 |
| EFG Asset Management (North America) Corp. | 5,850 | $92.4 萬 | 0.15% | +421+7.8% | 加碼 |
| Naples Global Advisors, LLC | 5,900 | $93.2 萬 | 0.09% | −25−0.4% | 減碼 |
| HSBC Holdings PLC | 6,007 | $94.0 萬 | 0.00% | −1,982−24.8% | 減碼 |
| Seven Eight Capital, LP | 5,974 | $94.4 萬 | 0.08% | +5,974 | 新進 |
| Avantax Advisory Services, Inc. | 6,010 | $95.0 萬 | 0.01% | −986−14.1% | 減碼 |
| State of Alaska, Department of Revenue | 6,070 | $95.9 萬 | 0.01% | +415+7.3% | 加碼 |
| Xponance, Inc. | 6,158 | $97.3 萬 | 0.01% | +221+3.7% | 加碼 |
| Integrated Investment Consultants, LLC | 16,174 | $98.9 萬 | 0.22% | +9,490+142.0% | 加碼 |
| James Investment Research Inc | 6,341 | $100.2 萬 | 0.12% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 6,393 | $101.0 萬 | 0.00% | −368−5.4% | 減碼 |
| Connable Office Inc | 6,460 | $102.1 萬 | 0.10% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 6,643 | $105.0 萬 | 0.11% | +2,924+78.6% | 加碼 |
| Alberta Investment Management Corp | 6,728 | $106.3 萬 | 0.01% | −3,269−32.7% | 減碼 |
| Bridgewater Associates, LP | 6,749 | $106.6 萬 | 0.01% | +267+4.1% | 加碼 |
| Advisor Group Holdings, Inc. | 6,812 | $107.7 萬 | 0.00% | +2,962+76.9% | 加碼 |
| JustInvest LLC | 7,102 | $112.2 萬 | 0.02% | +179+2.6% | 加碼 |
| Fulton Bank, N.A. | 7,203 | $113.8 萬 | 0.04% | +489+7.3% | 加碼 |
| Cinctive Capital Management LP | 7,426 | $117.3 萬 | 0.07% | −18,509−71.4% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 7,439 | $117.5 萬 | 0.00% | +304+4.3% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 7,637 | $120.7 萬 | 0.02% | +4,274+127.1% | 加碼 |
| Park Avenue Securities LLC | 7,697 | $121.6 萬 | 0.01% | −835−9.8% | 減碼 |
| SpiderRock Advisors, LLC | 7,700 | $121.7 萬 | 0.03% | −16,732−68.5% | 減碼 |
| Brinker Capital Investments, LLC | 7,921 | $125.2 萬 | 0.01% | +4,725+147.8% | 加碼 |
| Orion Portfolio Solutions, LLC | 7,921 | $125.2 萬 | 0.01% | +4,725+147.8% | 加碼 |
| Strategic Wealth Designers | 8,103 | $129.3 萬 | 0.14% | +62+0.8% | 加碼 |
| Squarepoint Ops LLC | 8,481 | $134.0 萬 | 0.00% | +8,481 | 新進 |
| Federation des caisses Desjardins du Quebec | 8,692 | $137.3 萬 | 0.01% | −9,108−51.2% | 減碼 |
| Edgestream Partners, L.P. | 8,761 | $138.4 萬 | 0.06% | −49,311−84.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 8,994 | $142.1 萬 | 0.00% | +8,994 | 新進 |
| Linden Thomas Advisory Services, LLC | 9,247 | $146.1 萬 | 0.20% | +479+5.5% | 加碼 |
| Jane Street Group, LLC | 9,250 | $146.2 萬 | 0.00% | −12,197−56.9% | 減碼 |
| Assetmark, Inc | 9,813 | $155.1 萬 | 0.00% | +9,433+2,482.4% | 加碼 |
| Integrated Wealth Concepts LLC | 10,034 | $158.6 萬 | 0.02% | +1,380+15.9% | 加碼 |
| Rockefeller Capital Management L.P. | 10,053 | $158.9 萬 | 0.00% | −2,386−19.2% | 減碼 |
| Crawford Investment Counsel Inc | 10,340 | $163.4 萬 | 0.03% | −46,029−81.7% | 減碼 |
| Pacer Advisors, Inc. | 10,390 | $164.2 萬 | 0.00% | −1,814−14.9% | 減碼 |
| Voya Investment Management LLC | 10,419 | $164.6 萬 | 0.00% | −742−6.6% | 減碼 |
| New Mexico Educational Retirement Board | 10,600 | $167.5 萬 | 0.06% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 10,832 | $171.2 萬 | 0.03% | −58−0.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 10,306 | $174.6 萬 | 0.02% | +1,213+13.3% | 加碼 |
| Spears Abacus Advisors LLC | 11,605 | $183.4 萬 | 0.04% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,709 | $185.0 萬 | 0.01% | +103+0.9% | 加碼 |
| CWM, LLC | 11,768 | $186.0 萬 | 0.01% | −1,400−10.6% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 11,785 | $186.2 萬 | 0.04% | +97+0.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,814 | $186.7 萬 | 0.01% | +645+5.8% | 加碼 |
| Citigroup Inc | 11,883 | $187.8 萬 | 0.00% | +3,346+39.2% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 11,929 | $188.5 萬 | 0.01% | +313+2.7% | 加碼 |
| Tudor Investment Corp Et Al | 11,975 | $189.2 萬 | 0.02% | +11,975 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,095 | $191.1 萬 | 0.08% | −11−0.1% | 減碼 |
| Mariner, LLC | 12,139 | $191.8 萬 | 0.00% | +1,588+15.1% | 加碼 |
| Handelsbanken Fonder AB | 12,158 | $192.1 萬 | 0.01% | +2,400+24.6% | 加碼 |
| Exchange Traded Concepts, LLC | 12,289 | $194.2 萬 | 0.05% | +5,371+77.6% | 加碼 |
| Taylor Frigon Capital Management LLC | 12,302 | $194.4 萬 | 0.97% | −2,394−16.3% | 減碼 |
| State of Michigan Retirement System | 12,600 | $199.1 萬 | 0.01% | 00.0% | 不變 |
| Truist Financial Corp | 12,759 | $201.6 萬 | 0.00% | −785−5.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 13,945 | $220.4 萬 | 0.00% | +387+2.9% | 加碼 |
| Triasima Portfolio Management inc. | 13,952 | $220.5 萬 | 0.50% | +450+3.3% | 加碼 |
| Empowered Funds, LLC | 14,409 | $227.7 萬 | 0.04% | +2,864+24.8% | 加碼 |
| AQR Capital Management LLC | 14,716 | $230.5 萬 | 0.00% | +3,320+29.1% | 加碼 |
| Louisiana State Employees Retirement System | 14,700 | $232.3 萬 | 0.04% | −100−0.7% | 減碼 |
| Illinois Municipal Retirement Fund | 14,881 | $235.1 萬 | 0.03% | 00.0% | 不變 |
| Monashee Investment Management LLC | 15,000 | $237.0 萬 | 0.26% | +15,000 | 新進 |
| Arizona State Retirement System | 15,125 | $239.0 萬 | 0.02% | +535+3.7% | 加碼 |
| American Century Companies Inc | 15,375 | $243.0 萬 | 0.00% | −10,287−40.1% | 減碼 |
| Monument Capital Management | 16,284 | $257.3 萬 | 0.71% | +16,284 | 新進 |
| Toroso Investments, LLC | 16,695 | $263.8 萬 | 0.03% | +2,061+14.1% | 加碼 |