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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 165,783 | $2,620 萬 | 0.01% | −12,370−6.9% | 減碼 |
| Eventide Asset Management, LLC | 168,910 | $2,669 萬 | 0.46% | −65,970−28.1% | 減碼 |
| Barlow Wealth Partners, Inc. | 180,345 | $2,900 萬 | 3.79% | +3,164+1.8% | 加碼 |
| New York State Common Retirement Fund | 183,976 | $2,907 萬 | 0.04% | +54,386+42.0% | 加碼 |
| UBS Group AG | 185,377 | $2,929 萬 | 0.01% | +43,403+30.6% | 加碼 |
| Macquarie Group Ltd | 185,566 | $2,932 萬 | 0.03% | −86,993−31.9% | 減碼 |
| Public Employees Retirement Association of Colorado | 193,246 | $3,054 萬 | 0.12% | +17,600+10.0% | 加碼 |
| Brown Advisory Inc | 205,477 | $3,247 萬 | 0.04% | −151,713−42.5% | 減碼 |
| Argent Capital Management LLC | 240,813 | $3,805 萬 | 1.05% | −3,031−1.2% | 減碼 |
| HighTower Advisors, LLC | 257,910 | $4,078 萬 | 0.06% | −19,092−6.9% | 減碼 |
| Citadel Advisors LLC | 263,507 | $4,164 萬 | 0.04% | +257,327+4,163.9% | 加碼 |
| Fiera Capital Corp | 283,702 | $4,483 萬 | 0.13% | +246,705+666.8% | 加碼 |
| Ancora Advisors, LLC | 287,519 | $4,543 萬 | 1.03% | +3,226+1.1% | 加碼 |
| Franklin Resources Inc | 273,701 | $4,636 萬 | 0.01% | −23,749−8.0% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 293,981 | $4,645 萬 | 0.15% | +19,314+7.0% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 297,957 | $4,708 萬 | 2.37% | −1,760−0.6% | 減碼 |
| Goldman Sachs Group Inc | 392,725 | $6,206 萬 | 0.01% | +49,186+14.3% | 加碼 |
| First Trust Advisors LP | 395,346 | $6,247 萬 | 0.06% | −10,091−2.5% | 減碼 |
| Natixis Advisors, L.P. | 399,388 | $6,311 萬 | 0.12% | +9,768+2.5% | 加碼 |
| Nordea Investment Management AB | 421,220 | $6,601 萬 | 0.07% | −32,328−7.1% | 減碼 |
| GW&K Investment Management, LLC | 443,000 | $7,000 萬 | 0.60% | +6,994+1.6% | 加碼 |
| Wells Fargo & Company | 444,734 | $7,028 萬 | 0.02% | +10,960+2.5% | 加碼 |
| Invesco Ltd. | 467,456 | $7,387 萬 | 0.01% | +119,781+34.5% | 加碼 |
| Bank of New York Mellon Corp | 482,068 | $7,618 萬 | 0.01% | −35,884−6.9% | 減碼 |
| Morgan Stanley | 525,758 | $8,308 萬 | 0.01% | −37,307−6.6% | 減碼 |
| Envestnet Asset Management Inc | 533,082 | $8,424 萬 | 0.03% | +50,303+10.4% | 加碼 |
| Alliancebernstein L.P. | 567,576 | $8,969 萬 | 0.03% | −85,572−13.1% | 減碼 |
| Dimensional Fund Advisors LP | 580,234 | $9,169 萬 | 0.02% | −45,598−7.3% | 減碼 |
| Northern Trust Corp | 600,918 | $9,496 萬 | 0.02% | −5,019−0.8% | 減碼 |
| Charles Schwab Investment Management Inc | 601,025 | $9,497 萬 | 0.02% | +149,114+33.0% | 加碼 |
| Van Berkom & Associates Inc. | 611,663 | $9,666 萬 | 2.65% | −47,455−7.2% | 減碼 |
| Norges Bank | 655,226 | $1.04 億 | 0.01% | −62,368−8.7% | 減碼 |
| Ameriprise Financial Inc | 699,223 | $1.10 億 | 0.03% | −174,628−20.0% | 減碼 |
| Thrivent Financial for Lutherans | 711,604 | $1.12 億 | 0.21% | −282,371−28.4% | 減碼 |
| SEI Investments Co | 755,745 | $1.19 億 | 0.16% | −20,590−2.7% | 減碼 |
| Capital International Investors | 792,991 | $1.25 億 | 0.02% | +1620.0% | 加碼 |
| Eagle Asset Management Inc | 693,109 | $1.29 億 | 0.66% | +132,516+23.6% | 加碼 |
| Clearbridge Investments, LLC | 840,382 | $1.33 億 | 0.10% | −25,416−2.9% | 減碼 |
| Neuberger Berman Group LLC | 926,533 | $1.46 億 | 0.11% | −3,929−0.4% | 減碼 |
| Geode Capital Management, LLC | 970,559 | $1.53 億 | 0.01% | +26,564+2.8% | 加碼 |
| Bamco Inc | 1,144,679 | $1.81 億 | 0.48% | −148,600−11.5% | 減碼 |
| Bank of America Corp | 1,207,076 | $1.91 億 | 0.02% | +109,472+10.0% | 加碼 |
| Fiduciary Management Inc | 1,213,716 | $1.92 億 | 1.68% | −2,463−0.2% | 減碼 |
| Burgundy Asset Management Ltd. | 1,231,477 | $1.95 億 | 1.93% | +35,527+3.0% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 1,419,908 | $2.24 億 | 0.14% | −11,129−0.8% | 減碼 |
| State Street Corp | 1,615,467 | $2.55 億 | 0.01% | +21,106+1.3% | 加碼 |
| FMR LLC | 1,713,573 | $2.71 億 | 0.02% | −2,841−0.2% | 減碼 |
| Wellington Management Group LLP | 1,850,640 | $2.92 億 | 0.05% | −134,776−6.8% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 3,072,443 | $4.86 億 | 1.07% | −15,455−0.5% | 減碼 |
| Earnest Partners LLC | 3,231,239 | $5.11 億 | 2.22% | −42,579−1.3% | 減碼 |
| BlackRock, Inc. | 5,101,916 | $8.06 億 | 0.02% | +5,101,916 | 新進 |
| Vanguard Group Inc | 5,167,079 | $8.17 億 | 0.01% | +14,057+0.3% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −95,586−100.0% | 清倉 |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −76,543−100.0% | 清倉 |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −70,368−100.0% | 清倉 |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −16,803−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,412−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,639−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −4,478−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,200−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,099−100.0% | 清倉 |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −4,026−100.0% | 清倉 |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −2,544−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,222−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −2,169−100.0% | 清倉 |
| Summit Financial, LLC | 0 | $0 | 0.00% | −1,994−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,962−100.0% | 清倉 |
| Keybank National Association | 0 | $0 | 0.00% | −1,921−100.0% | 清倉 |
| Camden Capital, LLC | 0 | $0 | 0.00% | −1,705−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,699−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −1,672−100.0% | 清倉 |
| Corton Capital Inc. | 0 | $0 | 0.00% | −1,521−100.0% | 清倉 |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −1,514−100.0% | 清倉 |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,400−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −470−100.0% | 清倉 |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −281−100.0% | 清倉 |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −233−100.0% | 清倉 |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −226−100.0% | 清倉 |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −191−100.0% | 清倉 |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −134−100.0% | 清倉 |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −90−100.0% | 清倉 |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −62−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| BlackRock Inc. | – | – | – | – | 本季未申報 |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | 本季未申報 |
| JJJ Advisors Inc. | – | – | – | – | 本季未申報 |
| Institutional & Family Asset Management, LLC | – | – | – | – | 本季未申報 |