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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 584 | $10.1 萬 | 0.00% | +116+24.8% | 加碼 |
| Kapitalo Investimentos Ltda | 604 | $10.5 萬 | 0.07% | +604 | 新進 |
| Covestor Ltd | 621 | $10.8 萬 | 0.07% | +4+0.6% | 加碼 |
| Allworth Financial LP | 596 | $11.1 萬 | 0.00% | −108−15.3% | 減碼 |
| Brown Brothers Harriman & Co | 655 | $11.4 萬 | 0.00% | +517+374.6% | 加碼 |
| Parallel Advisors, LLC | 717 | $12.5 萬 | 0.00% | +46+6.9% | 加碼 |
| Venturi Wealth Management, LLC | 727 | $12.6 萬 | 0.01% | +675+1,298.1% | 加碼 |
| Global Retirement Partners, LLC | 753 | $13.1 萬 | 0.00% | −31−4.0% | 減碼 |
| Values First Advisors, Inc. | 840 | $14.6 萬 | 0.08% | −487−36.7% | 減碼 |
| AdvisorNet Financial, Inc | 860 | $14.9 萬 | 0.01% | −1−0.1% | 減碼 |
| Umb Bank N A | 902 | $15.7 萬 | 0.00% | +45+5.3% | 加碼 |
| Farther Finance Advisors, LLC | 982 | $17.1 萬 | 0.01% | +166+20.3% | 加碼 |
| IFP Advisors, Inc | 1,005 | $17.9 萬 | 0.01% | +36+3.7% | 加碼 |
| Principal Securities, Inc. | 1,048 | $18.2 萬 | 0.00% | +45+4.5% | 加碼 |
| Smartleaf Asset Management LLC | 1,083 | $18.8 萬 | 0.02% | +5+0.5% | 加碼 |
| Point72 (DIFC) Ltd | 1,088 | $18.9 萬 | 0.02% | +1,088 | 新進 |
| Northwestern Mutual Wealth Management Co | 1,113 | $19.3 萬 | 0.00% | +296+36.2% | 加碼 |
| Manchester Capital Management LLC | 1,139 | $19.8 萬 | 0.02% | −1−0.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 1,161 | $20.2 萬 | 0.00% | +1,161 | 新進 |
| Johnson Investment Counsel Inc | 1,176 | $20.4 萬 | 0.00% | +1,176 | 新進 |
| Meeder Advisory Services, Inc. | 1,176 | $20.4 萬 | 0.01% | +1,176 | 新進 |
| Steel Peak Wealth Management LLC | 1,190 | $20.7 萬 | 0.01% | +1,190 | 新進 |
| Longboard Asset Management, LP | 1,198 | $20.8 萬 | 0.55% | +1,198 | 新進 |
| Sherbrooke Park Advisers LLC | 1,205 | $20.9 萬 | 0.07% | +1,205 | 新進 |
| RSM US Wealth Management LLC | 1,219 | $21.2 萬 | 0.00% | −392−24.3% | 減碼 |
| Rafferty Asset Management, LLC | 1,224 | $21.3 萬 | 0.00% | +1,224 | 新進 |
| Jefferies Financial Group Inc. | 1,275 | $22.1 萬 | 0.00% | −768−37.6% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 1,295 | $22.5 萬 | 0.09% | −2,527−66.1% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 1,304 | $22.6 萬 | 0.01% | −15−1.1% | 減碼 |
| Strategy Asset Managers LLC | 1,305 | $22.7 萬 | 0.04% | +1,305 | 新進 |
| Huntington National Bank | 1,316 | $22.9 萬 | 0.00% | −119−8.3% | 減碼 |
| Stephenson National Bank & Trust | 1,318 | $22.9 萬 | 0.08% | −611−31.7% | 減碼 |
| Profund Advisors LLC | 1,327 | $23.0 萬 | 0.01% | −204−13.3% | 減碼 |
| Okabena Investment Services Inc | 1,382 | $24.0 萬 | 0.07% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 1,387 | $24.1 萬 | 0.00% | +150+12.1% | 加碼 |
| Ritholtz Wealth Management | 1,389 | $24.1 萬 | 0.01% | −30−2.1% | 減碼 |
| PFW Advisors LLC | 1,402 | $24.3 萬 | 0.07% | +1,402 | 新進 |
| Scissortail Wealth Management, LLC | 1,406 | $24.4 萬 | 0.06% | +1,398+17,475.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,411 | $24.5 萬 | 0.00% | −70−4.7% | 減碼 |
| TrinityPoint Wealth, LLC | 1,411 | $24.5 萬 | 0.03% | +1,411 | 新進 |
| Callan Family Office, LLC | 1,413 | $24.5 萬 | 0.02% | +1,413 | 新進 |
| Vestmark Advisory Solutions, Inc. | 1,415 | $24.6 萬 | 0.01% | −67−4.5% | 減碼 |
| Quantinno Capital Management LP | 1,453 | $25.2 萬 | 0.00% | +1,453 | 新進 |
| Nebula Research & Development LLC | 1,456 | $25.3 萬 | 0.03% | +1,456 | 新進 |
| Moloney Securities Asset Management, LLC | 1,477 | $25.6 萬 | 0.03% | −10−0.7% | 減碼 |
| Hutchens & Kramer Investment Management Group, LLC | 1,480 | $25.7 萬 | 0.14% | −4−0.3% | 減碼 |
| David Loasby | 1,532 | $25.8 萬 | 0.02% | +70+4.8% | 加碼 |
| Thoroughbred Financial Services, LLC | 1,495 | $25.9 萬 | 0.02% | 00.0% | 不變 |
| Argent Trust Co | 1,493 | $25.9 萬 | 0.01% | −87−5.5% | 減碼 |
| Fifth Third Wealth Advisors LLC | 1,542 | $26.8 萬 | 0.01% | 00.0% | 不變 |
| Wolverine Trading, LLC | 1,552 | $27.0 萬 | 0.01% | +1,552 | 新進 |
| OneAscent Wealth Management LLC | 1,579 | $27.4 萬 | 0.11% | −507−24.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 1,577 | $27.4 萬 | 0.00% | +1,577 | 新進 |
| Serenus Wealth Advisors, LLC | 1,610 | $28.0 萬 | 0.05% | +1,610 | 新進 |
| CIBC Asset Management Inc | 1,617 | $28.1 萬 | 0.00% | +77+5.0% | 加碼 |
| R Squared Ltd | 1,617 | $28.1 萬 | 0.27% | +1,617 | 新進 |
| Atria Wealth Solutions, Inc. | 1,625 | $28.2 萬 | 0.00% | +95+6.2% | 加碼 |
| Bessemer Group Inc | 1,629 | $28.3 萬 | 0.00% | −291−15.2% | 減碼 |
| Benjamin Edwards Inc | 1,636 | $28.4 萬 | 0.00% | +88+5.7% | 加碼 |
| FourThought Financial Partners, LLC | 1,657 | $28.8 萬 | 0.03% | −49−2.9% | 減碼 |
| Fedenia Advisers LLC | 1,671 | $29.0 萬 | 0.17% | +1,671 | 新進 |
| Cynosure Management, LLC | 1,679 | $29.2 萬 | 0.04% | −584−25.8% | 減碼 |
| SFMG, LLC | 1,712 | $29.7 萬 | 0.02% | +3+0.2% | 加碼 |
| Hamilton Capital Partners Inc. | 1,716 | $29.8 萬 | 0.02% | +54+3.2% | 加碼 |
| Rehmann Capital Advisory Group | 1,720 | $29.9 萬 | 0.02% | +31+1.8% | 加碼 |
| Anb Bank | 1,726 | $30.0 萬 | 0.13% | +1,726 | 新進 |
| GAMMA Investing LLC | 1,730 | $30.0 萬 | 0.03% | +307+21.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,758 | $30.5 萬 | 0.02% | +314+21.7% | 加碼 |
| Commonwealth Equity Services, LLC | 1,763 | $30.6 萬 | 0.00% | −59−3.2% | 減碼 |
| Norden Group LLC | 1,770 | $30.7 萬 | 0.03% | +199+12.7% | 加碼 |
| Petrus Trust Company, LTA | 1,833 | $31.8 萬 | 0.03% | +1,833 | 新進 |
| Dark Forest Capital Management LP | 1,875 | $32.6 萬 | 0.05% | +1,875 | 新進 |
| Ci Investments Inc. | 1,904 | $33.1 萬 | 0.00% | +489+34.6% | 加碼 |
| Axq Capital, LP | 1,927 | $33.5 萬 | 0.15% | +1,927 | 新進 |
| J2 Capital Management Inc | 1,929 | $33.5 萬 | 0.31% | +1,929 | 新進 |
| Berry Wealth Group, LP | 1,978 | $34.3 萬 | 0.25% | −231−10.5% | 減碼 |
| Cassaday & Co Wealth Management LLC | 1,979 | $34.4 萬 | 0.01% | +19+1.0% | 加碼 |
| OneAscent Financial Services LLC | 1,989 | $34.5 萬 | 0.03% | −109−5.2% | 減碼 |
| Vista Finance, LLC | 2,002 | $34.8 萬 | 0.36% | +2,002 | 新進 |
| Cubist Systematic Strategies, LLC | 2,035 | $35.3 萬 | 0.01% | +2,035 | 新進 |
| Shelton Capital Management | 2,055 | $35.7 萬 | 0.01% | 00.0% | 不變 |
| Net Worth Advisory Group | 2,071 | $36.0 萬 | 0.11% | +15+0.7% | 加碼 |
| Virtu Financial LLC | 2,139 | $37.1 萬 | 0.02% | +2,139 | 新進 |
| Equitable Trust Co | 2,151 | $37.4 萬 | 0.02% | −1,741−44.7% | 減碼 |
| Voya Financial Advisors, Inc. | 2,155 | $37.4 萬 | 0.04% | −175−7.5% | 減碼 |
| Proequities, Inc. | 2,089 | $38.9 萬 | 0.02% | −82−3.8% | 減碼 |
| Vident Advisory, LLC | 2,271 | $39.4 萬 | 0.01% | −116−4.9% | 減碼 |
| Wealthcare Capital Partners, LLC | 2,294 | $39.8 萬 | 0.21% | +2,294 | 新進 |
| Trajan Wealth LLC | 2,321 | $40.3 萬 | 0.02% | −76−3.2% | 減碼 |
| HighPoint Advisor Group LLC | 2,247 | $40.4 萬 | 0.02% | +642+40.0% | 加碼 |
| NewEdge Wealth, LLC | 2,339 | $40.6 萬 | 0.01% | +695+42.3% | 加碼 |
| Squarepoint Ops LLC | 2,350 | $40.8 萬 | 0.00% | −6,131−72.3% | 減碼 |
| Quest Partners LLC | 2,376 | $41.3 萬 | 0.05% | +1,796+309.7% | 加碼 |
| Financial Advocates Investment Management | 2,381 | $41.3 萬 | 0.02% | +2,381 | 新進 |
| Walleye Trading LLC | 2,410 | $41.9 萬 | 0.01% | +2,410 | 新進 |
| Hantz Financial Services, Inc. | 2,426 | $42.1 萬 | 0.01% | −808−25.0% | 減碼 |
| Riverwater Partners LLC | 2,470 | $42.9 萬 | 0.21% | +2+0.1% | 加碼 |
| ProShare Advisors LLC | 2,507 | $43.5 萬 | 0.00% | +192+8.3% | 加碼 |
| PDT Partners, LLC | 2,522 | $43.8 萬 | 0.04% | 00.0% | 不變 |
| Bayforest Capital Ltd | 2,528 | $43.9 萬 | 0.55% | +2,528 | 新進 |