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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 41,454 | $655.1 萬 | 0.02% | −112−0.3% | 減碼 |
| Public Employees Retirement System of Ohio | 40,471 | $639.5 萬 | 0.03% | −1,028−2.5% | 減碼 |
| Chase Investment Counsel Corp | 39,833 | $629.4 萬 | 2.10% | +16,226+68.7% | 加碼 |
| Man Group plc | 38,830 | $613.6 萬 | 0.02% | −573−1.5% | 減碼 |
| Woodson Capital Management, LP | 38,600 | $610.0 萬 | 1.33% | −24,400−38.7% | 減碼 |
| Aptus Capital Advisors, LLC | 37,723 | $596.1 萬 | 0.09% | +37,723 | 新進 |
| Barclays PLC | 36,821 | $581.8 萬 | 0.00% | +6,483+21.4% | 加碼 |
| Vestcor Inc | 35,281 | $557.5 萬 | 0.18% | +1,803+5.4% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 35,239 | $556.8 萬 | 0.46% | −24,556−41.1% | 減碼 |
| Weil Company, Inc. | 34,788 | $549.7 萬 | 1.80% | −4,789−12.1% | 減碼 |
| Van Eck Associates Corp | 32,716 | $543.5 萬 | 0.01% | +9,348+40.0% | 加碼 |
| US Bancorp | 34,124 | $539.2 萬 | 0.01% | +959+2.9% | 加碼 |
| Whittier Trust Co of Nevada Inc | 33,265 | $525.6 萬 | 0.14% | +1,394+4.4% | 加碼 |
| Bell Asset Management Ltd | 31,876 | $503.7 萬 | 0.92% | −21,031−39.8% | 減碼 |
| Price T Rowe Associates Inc | 29,638 | $468.4 萬 | 0.00% | +1,609+5.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 29,213 | $461.6 萬 | 0.06% | +690+2.4% | 加碼 |
| MetLife Investment Management | 27,662 | $437.1 萬 | 0.03% | −115−0.4% | 減碼 |
| Amalgamated Bank | 27,234 | $430.4 萬 | 0.04% | +740+2.8% | 加碼 |
| Comerica Bank | 26,424 | $417.5 萬 | 0.02% | −2,018−7.1% | 減碼 |
| Ensign Peak Advisors, Inc | 26,396 | $417.1 萬 | 0.01% | +3,900+17.3% | 加碼 |
| Richard Bernstein Advisors LLC | 26,368 | $416.7 萬 | 0.09% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 26,224 | $414.4 萬 | 0.01% | −27−0.1% | 減碼 |
| TownSquare Capital, LLC | 25,654 | $405.4 萬 | 0.05% | +1,598+6.6% | 加碼 |
| Harbor Advisors LLC | 25,000 | $395.1 萬 | 0.66% | 00.0% | 不變 |
| GWM Advisors LLC | 24,832 | $392.4 萬 | 0.03% | +1,276+5.4% | 加碼 |
| Bank of Montreal | 24,196 | $381.5 萬 | 0.00% | +18+0.1% | 加碼 |
| Sanctuary Advisors, LLC | 20,007 | $377.6 萬 | 0.02% | +4,658+30.3% | 加碼 |
| Algert Global LLC | 23,129 | $365.5 萬 | 0.10% | +8,530+58.4% | 加碼 |
| Treasurer of the State of North Carolina | 22,903 | $361.9 萬 | 0.01% | +520+2.3% | 加碼 |
| Janus Henderson Group PLC | 22,750 | $359.3 萬 | 0.00% | 00.0% | 不變 |
| Atria Investments LLC | 22,497 | $355.5 萬 | 0.04% | +809+3.7% | 加碼 |
| West Coast Financial LLC | 22,011 | $347.8 萬 | 0.38% | −813−3.6% | 減碼 |
| Pathstone Holdings, LLC | 21,787 | $344.3 萬 | 0.02% | +115+0.5% | 加碼 |
| Dorsey Wright & Associates | 21,456 | $339.0 萬 | 0.80% | +21,456 | 新進 |
| Regions Financial Corp | 20,791 | $328.5 萬 | 0.02% | −146−0.7% | 減碼 |
| State of Tennessee, Treasury Department | 20,775 | $328.3 萬 | 0.01% | +11,975+136.1% | 加碼 |
| Davenport & Co LLC | 20,380 | $322.0 萬 | 0.02% | −21−0.1% | 減碼 |
| Yousif Capital Management, LLC | 20,204 | $319.3 萬 | 0.03% | −2,417−10.7% | 減碼 |
| Wealth High Governance Capital Ltda | 20,000 | $316.0 萬 | 1.11% | +20,000 | 新進 |
| MML Investors Services, LLC | 19,845 | $313.6 萬 | 0.01% | +1,869+10.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 19,710 | $311.5 萬 | 0.01% | −10−0.1% | 減碼 |
| Daiwa Securities Group Inc. | 19,493 | $308.0 萬 | 0.01% | −713−3.5% | 減碼 |
| Cresset Asset Management, LLC | 19,219 | $303.7 萬 | 0.01% | +875+4.8% | 加碼 |
| Deutsche Bank AG | 19,091 | $301.7 萬 | 0.00% | +960+5.3% | 加碼 |
| Cetera Investment Advisers | 18,544 | $293.0 萬 | 0.01% | +5,483+42.0% | 加碼 |
| Hilton Capital Management, LLC | 17,721 | $280.0 萬 | 0.22% | −2,364−11.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 17,698 | $279.7 萬 | 0.09% | −240−1.3% | 減碼 |
| CI Private Wealth, LLC | 17,686 | $279.5 萬 | 0.00% | −5,011−22.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 17,440 | $275.5 萬 | 0.02% | −460−2.6% | 減碼 |
| Geneos Wealth Management Inc. | 17,291 | $273.2 萬 | 0.10% | +655+3.9% | 加碼 |
| New York State Teachers Retirement System | 17,238 | $272.4 萬 | 0.01% | +100+0.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 17,169 | $271.3 萬 | 0.01% | −4,064−19.1% | 減碼 |
| Toroso Investments, LLC | 16,695 | $263.8 萬 | 0.03% | +2,061+14.1% | 加碼 |
| Monument Capital Management | 16,284 | $257.3 萬 | 0.71% | +16,284 | 新進 |
| American Century Companies Inc | 15,375 | $243.0 萬 | 0.00% | −10,287−40.1% | 減碼 |
| Arizona State Retirement System | 15,125 | $239.0 萬 | 0.02% | +535+3.7% | 加碼 |
| Monashee Investment Management LLC | 15,000 | $237.0 萬 | 0.26% | +15,000 | 新進 |
| Illinois Municipal Retirement Fund | 14,881 | $235.1 萬 | 0.03% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 14,700 | $232.3 萬 | 0.04% | −100−0.7% | 減碼 |
| AQR Capital Management LLC | 14,716 | $230.5 萬 | 0.00% | +3,320+29.1% | 加碼 |
| Empowered Funds, LLC | 14,409 | $227.7 萬 | 0.04% | +2,864+24.8% | 加碼 |
| Triasima Portfolio Management inc. | 13,952 | $220.5 萬 | 0.50% | +450+3.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 13,945 | $220.4 萬 | 0.00% | +387+2.9% | 加碼 |
| Truist Financial Corp | 12,759 | $201.6 萬 | 0.00% | −785−5.8% | 減碼 |
| State of Michigan Retirement System | 12,600 | $199.1 萬 | 0.01% | 00.0% | 不變 |
| Taylor Frigon Capital Management LLC | 12,302 | $194.4 萬 | 0.97% | −2,394−16.3% | 減碼 |
| Exchange Traded Concepts, LLC | 12,289 | $194.2 萬 | 0.05% | +5,371+77.6% | 加碼 |
| Handelsbanken Fonder AB | 12,158 | $192.1 萬 | 0.01% | +2,400+24.6% | 加碼 |
| Mariner, LLC | 12,139 | $191.8 萬 | 0.00% | +1,588+15.1% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,095 | $191.1 萬 | 0.08% | −11−0.1% | 減碼 |
| Tudor Investment Corp Et Al | 11,975 | $189.2 萬 | 0.02% | +11,975 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 11,929 | $188.5 萬 | 0.01% | +313+2.7% | 加碼 |
| Citigroup Inc | 11,883 | $187.8 萬 | 0.00% | +3,346+39.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,814 | $186.7 萬 | 0.01% | +645+5.8% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 11,785 | $186.2 萬 | 0.04% | +97+0.8% | 加碼 |
| CWM, LLC | 11,768 | $186.0 萬 | 0.01% | −1,400−10.6% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,709 | $185.0 萬 | 0.01% | +103+0.9% | 加碼 |
| Spears Abacus Advisors LLC | 11,605 | $183.4 萬 | 0.04% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 10,306 | $174.6 萬 | 0.02% | +1,213+13.3% | 加碼 |
| Oregon Public Employees Retirement Fund | 10,832 | $171.2 萬 | 0.03% | −58−0.5% | 減碼 |
| New Mexico Educational Retirement Board | 10,600 | $167.5 萬 | 0.06% | 00.0% | 不變 |
| Voya Investment Management LLC | 10,419 | $164.6 萬 | 0.00% | −742−6.6% | 減碼 |
| Pacer Advisors, Inc. | 10,390 | $164.2 萬 | 0.00% | −1,814−14.9% | 減碼 |
| Crawford Investment Counsel Inc | 10,340 | $163.4 萬 | 0.03% | −46,029−81.7% | 減碼 |
| Rockefeller Capital Management L.P. | 10,053 | $158.9 萬 | 0.00% | −2,386−19.2% | 減碼 |
| Integrated Wealth Concepts LLC | 10,034 | $158.6 萬 | 0.02% | +1,380+15.9% | 加碼 |
| Assetmark, Inc | 9,813 | $155.1 萬 | 0.00% | +9,433+2,482.4% | 加碼 |
| Jane Street Group, LLC | 9,250 | $146.2 萬 | 0.00% | −12,197−56.9% | 減碼 |
| Linden Thomas Advisory Services, LLC | 9,247 | $146.1 萬 | 0.20% | +479+5.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 8,994 | $142.1 萬 | 0.00% | +8,994 | 新進 |
| Edgestream Partners, L.P. | 8,761 | $138.4 萬 | 0.06% | −49,311−84.9% | 減碼 |
| Federation des caisses Desjardins du Quebec | 8,692 | $137.3 萬 | 0.01% | −9,108−51.2% | 減碼 |
| Squarepoint Ops LLC | 8,481 | $134.0 萬 | 0.00% | +8,481 | 新進 |
| Strategic Wealth Designers | 8,103 | $129.3 萬 | 0.14% | +62+0.8% | 加碼 |
| 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 |
| SpiderRock Advisors, LLC | 7,700 | $121.7 萬 | 0.03% | −16,732−68.5% | 減碼 |
| Park Avenue Securities LLC | 7,697 | $121.6 萬 | 0.01% | −835−9.8% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 7,637 | $120.7 萬 | 0.02% | +4,274+127.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 7,439 | $117.5 萬 | 0.00% | +304+4.3% | 加碼 |