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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 17,169 | $271.3 萬 | 0.01% | −4,064−19.1% | 減碼 |
| New York State Teachers Retirement System | 17,238 | $272.4 萬 | 0.01% | +100+0.6% | 加碼 |
| Geneos Wealth Management Inc. | 17,291 | $273.2 萬 | 0.10% | +655+3.9% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 17,440 | $275.5 萬 | 0.02% | −460−2.6% | 減碼 |
| CI Private Wealth, LLC | 17,686 | $279.5 萬 | 0.00% | −5,011−22.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 17,698 | $279.7 萬 | 0.09% | −240−1.3% | 減碼 |
| Hilton Capital Management, LLC | 17,721 | $280.0 萬 | 0.22% | −2,364−11.8% | 減碼 |
| Cetera Investment Advisers | 18,544 | $293.0 萬 | 0.01% | +5,483+42.0% | 加碼 |
| Deutsche Bank AG | 19,091 | $301.7 萬 | 0.00% | +960+5.3% | 加碼 |
| Cresset Asset Management, LLC | 19,219 | $303.7 萬 | 0.01% | +875+4.8% | 加碼 |
| Daiwa Securities Group Inc. | 19,493 | $308.0 萬 | 0.01% | −713−3.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 19,710 | $311.5 萬 | 0.01% | −10−0.1% | 減碼 |
| MML Investors Services, LLC | 19,845 | $313.6 萬 | 0.01% | +1,869+10.4% | 加碼 |
| Wealth High Governance Capital Ltda | 20,000 | $316.0 萬 | 1.11% | +20,000 | 新進 |
| Yousif Capital Management, LLC | 20,204 | $319.3 萬 | 0.03% | −2,417−10.7% | 減碼 |
| Davenport & Co LLC | 20,380 | $322.0 萬 | 0.02% | −21−0.1% | 減碼 |
| State of Tennessee, Treasury Department | 20,775 | $328.3 萬 | 0.01% | +11,975+136.1% | 加碼 |
| Regions Financial Corp | 20,791 | $328.5 萬 | 0.02% | −146−0.7% | 減碼 |
| Dorsey Wright & Associates | 21,456 | $339.0 萬 | 0.80% | +21,456 | 新進 |
| Pathstone Holdings, LLC | 21,787 | $344.3 萬 | 0.02% | +115+0.5% | 加碼 |
| West Coast Financial LLC | 22,011 | $347.8 萬 | 0.38% | −813−3.6% | 減碼 |
| Atria Investments LLC | 22,497 | $355.5 萬 | 0.04% | +809+3.7% | 加碼 |
| Janus Henderson Group PLC | 22,750 | $359.3 萬 | 0.00% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 22,903 | $361.9 萬 | 0.01% | +520+2.3% | 加碼 |
| Algert Global LLC | 23,129 | $365.5 萬 | 0.10% | +8,530+58.4% | 加碼 |
| Sanctuary Advisors, LLC | 20,007 | $377.6 萬 | 0.02% | +4,658+30.3% | 加碼 |
| Bank of Montreal | 24,196 | $381.5 萬 | 0.00% | +18+0.1% | 加碼 |
| GWM Advisors LLC | 24,832 | $392.4 萬 | 0.03% | +1,276+5.4% | 加碼 |
| Harbor Advisors LLC | 25,000 | $395.1 萬 | 0.66% | 00.0% | 不變 |
| TownSquare Capital, LLC | 25,654 | $405.4 萬 | 0.05% | +1,598+6.6% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 26,224 | $414.4 萬 | 0.01% | −27−0.1% | 減碼 |
| Richard Bernstein Advisors LLC | 26,368 | $416.7 萬 | 0.09% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 26,396 | $417.1 萬 | 0.01% | +3,900+17.3% | 加碼 |
| Comerica Bank | 26,424 | $417.5 萬 | 0.02% | −2,018−7.1% | 減碼 |
| Amalgamated Bank | 27,234 | $430.4 萬 | 0.04% | +740+2.8% | 加碼 |
| MetLife Investment Management | 27,662 | $437.1 萬 | 0.03% | −115−0.4% | 減碼 |
| Oppenheimer Asset Management Inc. | 29,213 | $461.6 萬 | 0.06% | +690+2.4% | 加碼 |
| Price T Rowe Associates Inc | 29,638 | $468.4 萬 | 0.00% | +1,609+5.7% | 加碼 |
| Bell Asset Management Ltd | 31,876 | $503.7 萬 | 0.92% | −21,031−39.8% | 減碼 |
| Whittier Trust Co of Nevada Inc | 33,265 | $525.6 萬 | 0.14% | +1,394+4.4% | 加碼 |
| US Bancorp | 34,124 | $539.2 萬 | 0.01% | +959+2.9% | 加碼 |
| Van Eck Associates Corp | 32,716 | $543.5 萬 | 0.01% | +9,348+40.0% | 加碼 |
| Weil Company, Inc. | 34,788 | $549.7 萬 | 1.80% | −4,789−12.1% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 35,239 | $556.8 萬 | 0.46% | −24,556−41.1% | 減碼 |
| Vestcor Inc | 35,281 | $557.5 萬 | 0.18% | +1,803+5.4% | 加碼 |
| Barclays PLC | 36,821 | $581.8 萬 | 0.00% | +6,483+21.4% | 加碼 |
| Aptus Capital Advisors, LLC | 37,723 | $596.1 萬 | 0.09% | +37,723 | 新進 |
| Woodson Capital Management, LP | 38,600 | $610.0 萬 | 1.33% | −24,400−38.7% | 減碼 |
| Man Group plc | 38,830 | $613.6 萬 | 0.02% | −573−1.5% | 減碼 |
| Chase Investment Counsel Corp | 39,833 | $629.4 萬 | 2.10% | +16,226+68.7% | 加碼 |
| Public Employees Retirement System of Ohio | 40,471 | $639.5 萬 | 0.03% | −1,028−2.5% | 減碼 |
| Fifth Third Bancorp | 41,454 | $655.1 萬 | 0.02% | −112−0.3% | 減碼 |
| Great West Life Assurance Co | 41,764 | $659.7 萬 | 0.01% | +2,769+7.1% | 加碼 |
| Prudential Financial Inc | 41,784 | $660.3 萬 | 0.01% | +11,531+38.1% | 加碼 |
| Granite Investment Partners, LLC | 42,347 | $669.2 萬 | 0.29% | −13,840−24.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 44,016 | $695.5 萬 | 0.01% | −929−2.1% | 減碼 |
| Teacher Retirement System of Texas | 44,502 | $703.2 萬 | 0.03% | +17,426+64.4% | 加碼 |
| Royal Bank of Canada | 44,903 | $709.5 萬 | 0.00% | +8,367+22.9% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 45,025 | $711.5 萬 | 2.67% | −174−0.4% | 減碼 |
| FineMark National Bank & Trust | 48,483 | $766.1 萬 | 0.27% | −317−0.6% | 減碼 |
| California State Teachers Retirement System | 49,709 | $785.5 萬 | 0.01% | −1,142−2.2% | 減碼 |
| Fenimore Asset Management Inc | 50,074 | $791.3 萬 | 0.16% | +5,000+11.1% | 加碼 |
| LPL Financial LLC | 55,761 | $881.1 萬 | 0.00% | +10,775+24.0% | 加碼 |
| Qube Research & Technologies Ltd | 56,853 | $898.4 萬 | 0.02% | −4,906−7.9% | 減碼 |
| Renaissance Technologies LLC | 56,900 | $899.1 萬 | 0.01% | +51,600+973.6% | 加碼 |
| Corebridge Financial, Inc. | 62,868 | $993.4 萬 | 0.05% | −3,418−5.2% | 減碼 |
| STRS Ohio | 63,372 | $1,001 萬 | 0.04% | −5,068−7.4% | 減碼 |
| Rheos Capital Works Inc. | 63,400 | $1,002 萬 | 0.52% | +25,000+65.1% | 加碼 |
| Mutual of America Capital Management LLC | 63,423 | $1,002 萬 | 0.11% | −549−0.9% | 減碼 |
| Whittier Trust Co | 63,996 | $1,011 萬 | 0.14% | +2,716+4.4% | 加碼 |
| Retirement Systems of Alabama | 64,528 | $1,020 萬 | 0.04% | −103−0.2% | 減碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 65,733 | $1,039 萬 | 2.68% | −2,278−3.3% | 減碼 |
| Pier Capital, LLC | 67,090 | $1,060 萬 | 1.49% | +350+0.5% | 加碼 |
| Polen Capital Management LLC | 68,311 | $1,079 萬 | 0.03% | −14,065−17.1% | 減碼 |
| Jennison Associates LLC | 69,689 | $1,101 萬 | 0.01% | −55,865−44.5% | 減碼 |
| Victory Capital Management Inc | 71,269 | $1,126 萬 | 0.01% | +26,522+59.3% | 加碼 |
| StonePine Asset Management Inc. | 75,195 | $1,188 萬 | 0.11% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 79,215 | $1,252 萬 | 0.02% | −197−0.2% | 減碼 |
| Azora Capital LP | 83,722 | $1,323 萬 | 0.71% | +83,722 | 新進 |
| BNP Paribas Arbitrage, SA | 83,986 | $1,327 萬 | 0.01% | −2,394−2.8% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 87,493 | $1,397 萬 | 0.05% | +86,984+17,089.2% | 加碼 |
| Stifel Financial Corp | 89,788 | $1,419 萬 | 0.01% | +26,780+42.5% | 加碼 |
| Segall Bryant & Hamill, LLC | 93,241 | $1,473 萬 | 0.20% | −31,278−25.1% | 減碼 |
| California Public Employees Retirement System | 94,307 | $1,490 萬 | 0.01% | −2,176−2.3% | 減碼 |
| Alps Advisors Inc | 101,936 | $1,611 萬 | 0.11% | +27,914+37.7% | 加碼 |
| Swiss National Bank | 102,536 | $1,620 萬 | 0.01% | 00.0% | 不變 |
| Legal & General Group Plc | 104,273 | $1,648 萬 | 0.00% | +3,130+3.1% | 加碼 |
| Schroder Investment Management Group | 117,844 | $1,858 萬 | 0.02% | +3,424+3.0% | 加碼 |
| JPMorgan Chase & Co | 121,182 | $1,915 萬 | 0.00% | −30,800−20.3% | 減碼 |
| Royce & Associates LP | 122,456 | $1,935 萬 | 0.18% | −27,226−18.2% | 減碼 |
| Principal Financial Group Inc | 123,095 | $1,945 萬 | 0.01% | −51,246−29.4% | 減碼 |
| GHP Investment Advisors, Inc. | 128,390 | $2,029 萬 | 0.93% | −3,082−2.3% | 減碼 |
| Nuveen Asset Management, LLC | 129,867 | $2,052 萬 | 0.01% | −627−0.5% | 減碼 |
| Montanaro Asset Management Ltd | 151,000 | $2,386 萬 | 4.25% | +4,750+3.2% | 加碼 |
| Lord, Abbett & Co. LLC | 153,000 | $2,418 萬 | 0.08% | +153,000 | 新進 |
| FIL Ltd | 157,091 | $2,482 萬 | 0.02% | −73,194−31.8% | 減碼 |
| Raymond James & Associates | 157,759 | $2,493 萬 | 0.02% | +1,747+1.1% | 加碼 |
| Millennium Management LLC | 160,499 | $2,536 萬 | 0.02% | −341,111−68.0% | 減碼 |
| Rhumbline Advisers | 163,479 | $2,583 萬 | 0.02% | −1,793−1.1% | 減碼 |
| Flputnam Investment Management Co | 164,230 | $2,595 萬 | 0.47% | −529−0.3% | 減碼 |