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 |
|---|---|---|---|---|---|
| Cinctive Capital Management LP | 7,426 | $117.3 萬 | 0.07% | −18,509−71.4% | 減碼 |
| Fulton Bank, N.A. | 7,203 | $113.8 萬 | 0.04% | +489+7.3% | 加碼 |
| JustInvest LLC | 7,102 | $112.2 萬 | 0.02% | +179+2.6% | 加碼 |
| Advisor Group Holdings, Inc. | 6,812 | $107.7 萬 | 0.00% | +2,962+76.9% | 加碼 |
| Bridgewater Associates, LP | 6,749 | $106.6 萬 | 0.01% | +267+4.1% | 加碼 |
| Alberta Investment Management Corp | 6,728 | $106.3 萬 | 0.01% | −3,269−32.7% | 減碼 |
| Dynamic Technology Lab Private Ltd | 6,643 | $105.0 萬 | 0.11% | +2,924+78.6% | 加碼 |
| Connable Office Inc | 6,460 | $102.1 萬 | 0.10% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 6,393 | $101.0 萬 | 0.00% | −368−5.4% | 減碼 |
| James Investment Research Inc | 6,341 | $100.2 萬 | 0.12% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 16,174 | $98.9 萬 | 0.22% | +9,490+142.0% | 加碼 |
| Xponance, Inc. | 6,158 | $97.3 萬 | 0.01% | +221+3.7% | 加碼 |
| State of Alaska, Department of Revenue | 6,070 | $95.9 萬 | 0.01% | +415+7.3% | 加碼 |
| Avantax Advisory Services, Inc. | 6,010 | $95.0 萬 | 0.01% | −986−14.1% | 減碼 |
| Seven Eight Capital, LP | 5,974 | $94.4 萬 | 0.08% | +5,974 | 新進 |
| HSBC Holdings PLC | 6,007 | $94.0 萬 | 0.00% | −1,982−24.8% | 減碼 |
| Naples Global Advisors, LLC | 5,900 | $93.2 萬 | 0.09% | −25−0.4% | 減碼 |
| EFG Asset Management (North America) Corp. | 5,850 | $92.4 萬 | 0.15% | +421+7.8% | 加碼 |
| Sendero Wealth Management, LLC | 5,822 | $92.0 萬 | 0.15% | 00.0% | 不變 |
| TD Asset Management Inc | 5,800 | $91.4 萬 | 0.00% | −1,200−17.1% | 減碼 |
| Lazard Asset Management LLC | 5,391 | $85.1 萬 | 0.00% | +2,865+113.4% | 加碼 |
| Kestra Advisory Services, LLC | 5,347 | $84.5 萬 | 0.00% | +3,164+144.9% | 加碼 |
| Federated Hermes, Inc. | 5,236 | $82.7 萬 | 0.00% | +776+17.4% | 加碼 |
| Moneta Group Investment Advisors LLC | 5,196 | $82.1 萬 | 0.01% | −231−4.3% | 減碼 |
| NBC Securities, Inc. | 5,099 | $80.5 萬 | 0.07% | −673−11.7% | 減碼 |
| Isthmus Partners, LLC | 5,080 | $80.3 萬 | 0.10% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 4,955 | $78.3 萬 | 0.00% | +2,606+110.9% | 加碼 |
| Alpine Woods Capital Investors, LLC | 4,100 | $77.9 萬 | 0.14% | −2,295−35.9% | 減碼 |
| Summit Trail Advisors, LLC | 4,907 | $77.5 萬 | 0.02% | −196−3.8% | 減碼 |
| Captrust Financial Advisors | 4,902 | $77.5 萬 | 0.00% | −211−4.1% | 減碼 |
| Oak Thistle LLC | 4,818 | $76.1 萬 | 0.25% | +4,818 | 新進 |
| Hanlon Investment Management, Inc. | 4,767 | $75.3 萬 | 0.21% | +4,767 | 新進 |
| Bridges Investment Management Inc | 4,758 | $75.2 萬 | 0.01% | +167+3.6% | 加碼 |
| Crossmark Global Holdings, Inc. | 4,688 | $74.1 萬 | 0.01% | +944+25.2% | 加碼 |
| VELA Investment Management, LLC | 4,684 | $74.0 萬 | 0.25% | −6,094−56.5% | 減碼 |
| Intrust Bank NA | 4,673 | $73.8 萬 | 0.07% | −16−0.3% | 減碼 |
| Beverly Hills Private Wealth, LLC | 4,557 | $72.0 萬 | 0.15% | −791−14.8% | 減碼 |
| Studio Investment Management LLC | 4,544 | $71.8 萬 | 0.15% | −155−3.3% | 減碼 |
| Commerce Bank | 4,518 | $71.4 萬 | 0.00% | −109−2.4% | 減碼 |
| Mercer Global Advisors Inc | 4,441 | $70.9 萬 | 0.00% | +4,441 | 新進 |
| Clifford Group, LLC | 4,379 | $69.2 萬 | 0.54% | −106−2.4% | 減碼 |
| CAPROCK Group, Inc. | 4,378 | $69.2 萬 | 0.03% | −22−0.5% | 減碼 |
| State of Wisconsin Investment Board | 4,368 | $69.0 萬 | 0.00% | −113−2.5% | 減碼 |
| Bleakley Financial Group, LLC | 4,275 | $67.6 萬 | 0.02% | +194+4.8% | 加碼 |
| First Eagle Investment Management, LLC | 4,247 | $67.1 萬 | 0.00% | +4,247 | 新進 |
| Brookstone Capital Management | 4,241 | $67.0 萬 | 0.01% | −111−2.6% | 減碼 |
| Resources Management Corp | 4,236 | $66.9 萬 | 0.09% | 00.0% | 不變 |
| Securian Asset Management, Inc | 4,156 | $65.7 萬 | 0.02% | 00.0% | 不變 |
| Aviva PLC | 4,127 | $65.2 萬 | 0.00% | +4,127 | 新進 |
| Ronald Blue Trust, Inc. | 4,733 | $63.8 萬 | 0.01% | +1,010+27.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 3,994 | $63.1 萬 | 0.00% | −2,633−39.7% | 減碼 |
| Equitable Trust Co | 3,892 | $61.5 萬 | 0.04% | 00.0% | 不變 |
| Gibbs Wealth Management | 3,884 | $61.4 萬 | 0.20% | +423+12.2% | 加碼 |
| Yorktown Management & Research Co Inc | 3,850 | $60.8 萬 | 0.62% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 3,832 | $60.6 萬 | 0.01% | +717+23.0% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 3,822 | $60.4 萬 | 0.13% | +3,822 | 新進 |
| Private Advisor Group, LLC | 3,730 | $58.9 萬 | 0.00% | +668+21.8% | 加碼 |
| M&T Bank Corp | 3,679 | $58.1 萬 | 0.00% | +25+0.7% | 加碼 |
| Dynasty Wealth Management, LLC | 3,653 | $57.7 萬 | 0.02% | −199−5.2% | 減碼 |
| Glenmede Trust Co NA | 3,618 | $57.2 萬 | 0.00% | +419+13.1% | 加碼 |
| Creative Planning | 3,564 | $56.3 萬 | 0.00% | −50−1.4% | 減碼 |
| State of Wyoming | 3,333 | $52.7 萬 | 0.08% | +986+42.0% | 加碼 |
| Clearstead Advisors, LLC | 3,325 | $52.5 萬 | 0.01% | +46+1.4% | 加碼 |
| Hantz Financial Services, Inc. | 3,234 | $51.1 萬 | 0.01% | −24−0.7% | 減碼 |
| Polymer Capital Management (HK) LTD | 3,200 | $50.6 萬 | 0.12% | +3,200 | 新進 |
| Kestra Private Wealth Services, LLC | 3,178 | $50.2 萬 | 0.01% | +3,178 | 新進 |
| Wealth Alliance | 3,127 | $49.4 萬 | 0.06% | +62+2.0% | 加碼 |
| Jones Financial Companies LLLP | 3,117 | $49.1 萬 | 0.00% | +803+34.7% | 加碼 |
| First Bank & Trust | 3,105 | $49.1 萬 | 0.09% | 00.0% | 不變 |
| Entropy Technologies, LP | 3,100 | $49.0 萬 | 0.05% | +1,508+94.7% | 加碼 |
| Snowden Capital Advisors LLC | 2,973 | $47.0 萬 | 0.01% | +2,973 | 新進 |
| Maryland State Retirement & Pension System | 2,938 | $46.4 萬 | 0.01% | −990−25.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,920 | $46.1 萬 | 0.01% | −1,709−36.9% | 減碼 |
| 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 |
| Koshinski Asset Management, Inc. | 2,708 | $42.8 萬 | 0.04% | +2,708 | 新進 |
| Custom Index Systems, LLC | 2,602 | $41.1 萬 | 0.22% | +2,602 | 新進 |
| Centiva Capital, LP | 2,582 | $40.8 萬 | 0.02% | +2,582 | 新進 |
| PDT Partners, LLC | 2,522 | $39.9 萬 | 0.04% | 00.0% | 不變 |
| Riverwater Partners LLC | 2,468 | $39.2 萬 | 0.19% | −25−1.0% | 減碼 |
| Portside Wealth Group, LLC | 2,456 | $38.8 萬 | 0.07% | +232+10.4% | 加碼 |
| Trajan Wealth LLC | 2,397 | $37.9 萬 | 0.02% | +231+10.7% | 加碼 |
| Vident Advisory, LLC | 2,387 | $37.7 萬 | 0.01% | +79+3.4% | 加碼 |
| Marshall Wace, LLP | 2,337 | $36.9 萬 | 0.00% | +2,337 | 新進 |
| Pzena Investment Management LLC | 2,329 | $36.8 萬 | 0.00% | −1,134−32.7% | 減碼 |
| Voya Financial Advisors, Inc. | 2,330 | $36.7 萬 | 0.04% | +449+23.9% | 加碼 |
| ProShare Advisors LLC | 2,315 | $36.6 萬 | 0.00% | −154−6.2% | 減碼 |
| Cerity Partners LLC | 2,300 | $36.4 萬 | 0.00% | +397+20.9% | 加碼 |
| Cynosure Management, LLC | 2,263 | $35.8 萬 | 0.05% | −618−21.5% | 減碼 |
| Berry Wealth Group, LP | 2,209 | $34.9 萬 | 0.25% | +169+8.3% | 加碼 |
| ISAM Funds (UK) Ltd | 2,195 | $34.7 萬 | 0.20% | +2,195 | 新進 |
| Proequities, Inc. | 2,171 | $34.3 萬 | 0.02% | +320+17.3% | 加碼 |
| Advisory Services Network, LLC | 2,501 | $33.7 萬 | 0.01% | 00.0% | 不變 |
| OneAscent Financial Services LLC | 2,098 | $33.2 萬 | 0.24% | +2,098 | 新進 |
| OneAscent Wealth Management LLC | 2,086 | $33.0 萬 | 0.13% | +2,086 | 新進 |
| USA Financial Portformulas Corp | 2,082 | $32.9 萬 | 0.05% | +2,082 | 新進 |
| Net Worth Advisory Group | 2,056 | $32.5 萬 | 0.10% | +2,056 | 新進 |
| Shelton Capital Management | 2,055 | $32.5 萬 | 0.01% | −68−3.2% | 減碼 |
| Jefferies Financial Group Inc. | 2,043 | $32.3 萬 | 0.01% | +2,043 | 新進 |
| Inceptionr LLC | 2,018 | $31.9 萬 | 0.08% | +2,018 | 新進 |