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 4 季 13F 持有人
Houlihan Lokey, Inc. 在 2024/12/31 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
- 506
- 較 2024 年第 3 季 +61 家
- 持有股數
- 5,348 萬
- 較 2024 年第 3 季 +160.0 萬 (+3.1%)
- 總市值
- $92.9 億
- 較 2024 年第 3 季 +$10.9 億 (+13.3%)
- 新進機構
- 102
- 另有 175 家加碼
- 清倉機構
- 41
- 另有 165 家減碼
另有 7 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,366,533 | $9.32 億 | 0.02% | +264,617+5.2% | 加碼 |
| Vanguard Group Inc | 5,265,574 | $9.14 億 | 0.02% | +98,495+1.9% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 3,281,294 | $5.70 億 | 1.31% | +208,851+6.8% | 加碼 |
| Earnest Partners LLC | 2,967,559 | $5.15 億 | 2.30% | −263,680−8.2% | 減碼 |
| FMR LLC | 1,875,220 | $3.26 億 | 0.02% | +161,647+9.4% | 加碼 |
| State Street Corp | 1,696,796 | $2.95 億 | 0.01% | +81,329+5.0% | 加碼 |
| Wellington Management Group LLP | 1,499,679 | $2.60 億 | 0.05% | −350,961−19.0% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 1,297,915 | $2.25 億 | 0.14% | −121,993−8.6% | 減碼 |
| Burgundy Asset Management Ltd. | 1,251,831 | $2.17 億 | 2.20% | +20,354+1.7% | 加碼 |
| Fiduciary Management Inc | 1,209,230 | $2.10 億 | 1.96% | −4,486−0.4% | 減碼 |
| Bamco Inc | 1,144,179 | $1.99 億 | 0.51% | −5000.0% | 減碼 |
| Bank of America Corp | 1,079,474 | $1.87 億 | 0.02% | −127,602−10.6% | 減碼 |
| Invesco Ltd. | 1,041,201 | $1.81 億 | 0.03% | +573,745+122.7% | 加碼 |
| Geode Capital Management, LLC | 966,476 | $1.68 億 | 0.01% | −4,083−0.4% | 減碼 |
| Neuberger Berman Group LLC | 940,930 | $1.63 億 | 0.13% | +14,397+1.6% | 加碼 |
| Raymond James Financial Inc | 826,666 | $1.44 億 | 0.05% | +826,666 | 新進 |
| Capital International Investors | 793,292 | $1.38 億 | 0.03% | +3010.0% | 加碼 |
| Ameriprise Financial Inc | 772,789 | $1.34 億 | 0.03% | +73,566+10.5% | 加碼 |
| SEI Investments Co | 736,718 | $1.28 億 | 0.16% | −19,027−2.5% | 減碼 |
| Norges Bank | 656,723 | $1.14 億 | 0.01% | +1,497+0.2% | 加碼 |
| Thrivent Financial for Lutherans | 648,736 | $1.13 億 | 0.22% | −62,868−8.8% | 減碼 |
| Clearbridge Investments, LLC | 635,360 | $1.10 億 | 0.09% | −205,022−24.4% | 減碼 |
| Northern Trust Corp | 620,324 | $1.08 億 | 0.02% | +19,406+3.2% | 加碼 |
| Charles Schwab Investment Management Inc | 602,956 | $1.05 億 | 0.02% | +1,931+0.3% | 加碼 |
| Morgan Stanley | 562,423 | $9,767 萬 | 0.01% | +36,665+7.0% | 加碼 |
| Dimensional Fund Advisors LP | 549,066 | $9,535 萬 | 0.02% | −31,168−5.4% | 減碼 |
| Alliancebernstein L.P. | 533,340 | $9,262 萬 | 0.03% | −34,236−6.0% | 減碼 |
| Envestnet Asset Management Inc | 519,423 | $9,020 萬 | 0.03% | −13,659−2.6% | 減碼 |
| Bank of New York Mellon Corp | 486,964 | $8,457 萬 | 0.02% | +4,896+1.0% | 加碼 |
| First Trust Advisors LP | 464,099 | $8,060 萬 | 0.07% | +68,753+17.4% | 加碼 |
| Wells Fargo & Company | 443,035 | $7,694 萬 | 0.02% | −1,699−0.4% | 減碼 |
| GW&K Investment Management, LLC | 426,127 | $7,400 萬 | 0.63% | −16,873−3.8% | 減碼 |
| Van Berkom & Associates Inc. | 405,622 | $7,044 萬 | 2.09% | −206,041−33.7% | 減碼 |
| Goldman Sachs Group Inc | 393,190 | $6,828 萬 | 0.01% | +465+0.1% | 加碼 |
| Natixis Advisors, L.P. | 391,054 | $6,791 萬 | 0.13% | −8,334−2.1% | 減碼 |
| Prudential Financial Inc | 347,469 | $6,034 萬 | 0.08% | +305,685+731.6% | 加碼 |
| Jennison Associates LLC | 307,304 | $5,337 萬 | 0.03% | +237,615+341.0% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 294,145 | $5,108 萬 | 2.54% | −3,812−1.3% | 減碼 |
| Ancora Advisors, LLC | 283,771 | $4,928 萬 | 1.10% | −3,748−1.3% | 減碼 |
| Nordea Investment Management AB | 277,008 | $4,828 萬 | 0.05% | −144,212−34.2% | 減碼 |
| Fiera Capital Corp | 277,467 | $4,818 萬 | 0.15% | −6,235−2.2% | 減碼 |
| Franklin Resources Inc | 270,211 | $4,692 萬 | 0.01% | −3,490−1.3% | 減碼 |
| Citadel Advisors LLC | 248,297 | $4,312 萬 | 0.04% | −15,210−5.8% | 減碼 |
| HighTower Advisors, LLC | 244,557 | $4,247 萬 | 0.06% | −13,353−5.2% | 減碼 |
| Argent Capital Management LLC | 242,451 | $4,210 萬 | 1.19% | +1,638+0.7% | 加碼 |
| UBS Group AG | 238,966 | $4,150 萬 | 0.01% | +53,589+28.9% | 加碼 |
| Barlow Wealth Partners, Inc. | 201,650 | $3,535 萬 | 4.47% | +21,305+11.8% | 加碼 |
| Public Employees Retirement Association of Colorado | 193,246 | $3,356 萬 | 0.13% | 00.0% | 不變 |
| Brown Advisory Inc | 192,196 | $3,338 萬 | 0.04% | −13,281−6.5% | 減碼 |
| UBS Asset Management Americas Inc | 179,167 | $3,111 萬 | 0.01% | +13,384+8.1% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 178,136 | $3,094 萬 | 0.10% | −115,845−39.4% | 減碼 |
| Eventide Asset Management, LLC | 177,234 | $3,078 萬 | 0.56% | +8,324+4.9% | 加碼 |
| New York State Common Retirement Fund | 174,352 | $3,028 萬 | 0.04% | −9,624−5.2% | 減碼 |
| Flputnam Investment Management Co | 169,881 | $2,950 萬 | 0.54% | +5,651+3.4% | 加碼 |
| Rhumbline Advisers | 166,038 | $2,883 萬 | 0.03% | +2,559+1.6% | 加碼 |
| Macquarie Group Ltd | 161,305 | $2,801 萬 | 0.03% | −24,261−13.1% | 減碼 |
| JPMorgan Chase & Co | 131,096 | $2,277 萬 | 0.00% | +9,914+8.2% | 加碼 |
| FIL Ltd | 129,116 | $2,242 萬 | 0.02% | −27,975−17.8% | 減碼 |
| Balyasny Asset Management LLC | 127,782 | $2,219 萬 | 0.05% | +127,782 | 新進 |
| Nuveen Asset Management, LLC | 126,106 | $2,190 萬 | 0.01% | −3,761−2.9% | 減碼 |
| Assenagon Asset Management S.A. | 124,456 | $2,161 萬 | 0.04% | +124,456 | 新進 |
| GHP Investment Advisors, Inc. | 123,843 | $2,151 萬 | 1.00% | −4,547−3.5% | 減碼 |
| Principal Financial Group Inc | 122,906 | $2,134 萬 | 0.01% | −189−0.2% | 減碼 |
| Point72 Asset Management, L.P. | 120,369 | $2,090 萬 | 0.06% | +120,369 | 新進 |
| Alps Advisors Inc | 119,983 | $2,084 萬 | 0.13% | +18,047+17.7% | 加碼 |
| Schroder Investment Management Group | 115,535 | $2,007 萬 | 0.02% | −2,309−2.0% | 減碼 |
| Legal & General Group Plc | 104,961 | $1,823 萬 | 0.00% | +688+0.7% | 加碼 |
| Swiss National Bank | 104,936 | $1,822 萬 | 0.01% | +2,400+2.3% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 100,515 | $1,760 萬 | 0.05% | +13,022+14.9% | 加碼 |
| Royce & Associates LP | 99,168 | $1,722 萬 | 0.16% | −23,288−19.0% | 減碼 |
| Janney Montgomery Scott LLC | 95,298 | $1,655 萬 | 0.05% | +90,343+1,823.3% | 加碼 |
| Montanaro Asset Management Ltd | 95,000 | $1,650 萬 | 3.41% | −56,000−37.1% | 減碼 |
| Stifel Financial Corp | 94,173 | $1,635 萬 | 0.02% | +4,385+4.9% | 加碼 |
| California Public Employees Retirement System | 92,519 | $1,607 萬 | 0.01% | −1,788−1.9% | 減碼 |
| Qube Research & Technologies Ltd | 89,698 | $1,558 萬 | 0.03% | +32,845+57.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 86,597 | $1,504 萬 | 0.01% | +2,611+3.1% | 加碼 |
| LPL Financial LLC | 84,159 | $1,462 萬 | 0.01% | +28,398+50.9% | 加碼 |
| Russell Investments Group, Ltd. | 78,702 | $1,367 萬 | 0.02% | −513−0.6% | 減碼 |
| Rheos Capital Works Inc. | 73,400 | $1,275 萬 | 0.71% | +10,000+15.8% | 加碼 |
| Segall Bryant & Hamill, LLC | 69,907 | $1,214 萬 | 0.17% | −23,334−25.0% | 減碼 |
| Whittier Trust Co | 66,610 | $1,157 萬 | 0.15% | +2,614+4.1% | 加碼 |
| Retirement Systems of Alabama | 65,156 | $1,131 萬 | 0.04% | +628+1.0% | 加碼 |
| Mutual of America Capital Management LLC | 62,264 | $1,081 萬 | 0.12% | −1,159−1.8% | 減碼 |
| Victory Capital Management Inc | 62,234 | $1,081 萬 | 0.01% | −9,035−12.7% | 減碼 |
| StonePine Asset Management Inc. | 60,995 | $1,059 萬 | 0.10% | −14,200−18.9% | 減碼 |
| Corebridge Financial, Inc. | 60,682 | $1,054 萬 | 0.06% | −2,186−3.5% | 減碼 |
| STRS Ohio | 60,613 | $1,053 萬 | 0.04% | −2,759−4.4% | 減碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 58,910 | $1,023 萬 | 2.77% | −6,823−10.4% | 減碼 |
| Barclays PLC | 58,422 | $1,015 萬 | 0.01% | +21,601+58.7% | 加碼 |
| Teacher Retirement System of Texas | 57,528 | $999.0 萬 | 0.04% | +13,026+29.3% | 加碼 |
| California State Teachers Retirement System | 52,656 | $914.4 萬 | 0.01% | +2,947+5.9% | 加碼 |
| Fenimore Asset Management Inc | 50,074 | $869.6 萬 | 0.18% | 00.0% | 不變 |
| Van Eck Associates Corp | 46,857 | $813.7 萬 | 0.01% | +14,141+43.2% | 加碼 |
| Aptus Capital Advisors, LLC | 46,058 | $799.8 萬 | 0.10% | +8,335+22.1% | 加碼 |
| Man Group plc | 45,474 | $789.7 萬 | 0.02% | +6,644+17.1% | 加碼 |
| Great West Life Assurance Co | 45,385 | $787.4 萬 | 0.01% | +3,621+8.7% | 加碼 |
| Bearing Point Capital, LLC | 44,156 | $766.8 萬 | 1.60% | +44,156 | 新進 |
| Manufacturers Life Insurance Company, The | 43,530 | $755.9 萬 | 0.01% | −486−1.1% | 減碼 |
| Royal Bank of Canada | 43,331 | $752.4 萬 | 0.00% | −1,572−3.5% | 減碼 |
| Chase Investment Counsel Corp | 39,030 | $677.7 萬 | 2.18% | −803−2.0% | 減碼 |