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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 2,548 | $44.2 萬 | 0.01% | −372−12.7% | 減碼 |
| Outlook Wealth Advisors, LLC | 2,550 | $44.3 萬 | 0.13% | +2,550 | 新進 |
| Custom Index Systems, LLC | 2,590 | $45.0 萬 | 0.24% | −12−0.5% | 減碼 |
| Mercer Global Advisors Inc | 2,626 | $45.6 萬 | 0.00% | −1,815−40.9% | 減碼 |
| National Asset Management, Inc. | 2,645 | $45.9 萬 | 0.02% | +2,645 | 新進 |
| Portside Wealth Group, LLC | 2,754 | $47.8 萬 | 0.08% | +298+12.1% | 加碼 |
| Bryce Point Capital, LLC | 2,760 | $47.9 萬 | 0.14% | +2,760 | 新進 |
| Utah Retirement Systems | 2,800 | $48.6 萬 | 0.01% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 2,866 | $49.8 萬 | 0.01% | +1,258+78.2% | 加碼 |
| Sterling Capital Management LLC | 2,899 | $50.3 萬 | 0.01% | +1,033+55.4% | 加碼 |
| Centiva Capital, LP | 2,903 | $50.4 萬 | 0.02% | +321+12.4% | 加碼 |
| Maryland State Retirement & Pension System | 2,938 | $51.0 萬 | 0.01% | 00.0% | 不變 |
| Aigen Investment Management, LP | 2,983 | $51.8 萬 | 0.09% | +2,983 | 新進 |
| Wealth Alliance | 3,048 | $52.9 萬 | 0.06% | −79−2.5% | 減碼 |
| Clearstead Advisors, LLC | 3,071 | $53.3 萬 | 0.01% | −254−7.6% | 減碼 |
| Alberta Investment Management Corp | 3,123 | $54.2 萬 | 0.00% | −3,605−53.6% | 減碼 |
| First Bank & Trust | 3,138 | $54.5 萬 | 0.10% | +33+1.1% | 加碼 |
| Baird Financial Group, Inc. | 3,143 | $54.6 萬 | 0.00% | +3,143 | 新進 |
| Glenmede Trust Co NA | 3,184 | $55.3 萬 | 0.00% | −434−12.0% | 減碼 |
| Two Sigma Investments, LP | 3,249 | $56.4 萬 | 0.00% | +1,340+70.2% | 加碼 |
| Dynasty Wealth Management, LLC | 3,259 | $56.6 萬 | 0.01% | −394−10.8% | 減碼 |
| Pinebridge Investments, L.P. | 3,265 | $56.7 萬 | 0.00% | +3,265 | 新進 |
| Cerity Partners LLC | 3,331 | $57.2 萬 | 0.00% | +1,031+44.8% | 加碼 |
| Engineers Gate Manager LP | 3,311 | $57.5 萬 | 0.01% | +3,311 | 新進 |
| Aviva PLC | 3,321 | $57.7 萬 | 0.00% | −806−19.5% | 減碼 |
| Guggenheim Capital LLC | 3,423 | $59.4 萬 | 0.00% | +3,423 | 新進 |
| Harvest Fund Management Co., Ltd | 3,468 | $60.2 萬 | 0.03% | +3,087+810.2% | 加碼 |
| FORA Capital, LLC | 3,525 | $61.2 萬 | 0.07% | +3,525 | 新進 |
| Ronald Blue Trust, Inc. | 3,651 | $63.4 萬 | 0.01% | −1,082−22.9% | 減碼 |
| Beverly Hills Private Wealth, LLC | 3,766 | $65.4 萬 | 0.13% | −791−17.4% | 減碼 |
| M&T Bank Corp | 3,771 | $65.5 萬 | 0.00% | +92+2.5% | 加碼 |
| Yorktown Management & Research Co Inc | 3,850 | $66.9 萬 | 0.64% | 00.0% | 不變 |
| Brookstone Capital Management | 3,985 | $69.2 萬 | 0.01% | −256−6.0% | 減碼 |
| Novem Group | 3,999 | $69.4 萬 | 0.10% | +3,999 | 新進 |
| Snowden Capital Advisors LLC | 4,015 | $69.7 萬 | 0.02% | +1,042+35.0% | 加碼 |
| Securian Asset Management, Inc | 4,051 | $70.3 萬 | 0.02% | −105−2.5% | 減碼 |
| Resources Management Corp | 4,068 | $70.6 萬 | 0.10% | −168−4.0% | 減碼 |
| Dynamic Technology Lab Private Ltd | 4,072 | $70.7 萬 | 0.11% | −2,571−38.7% | 減碼 |
| Alpine Woods Capital Investors, LLC | 4,100 | $71.2 萬 | 0.14% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 4,178 | $72.6 萬 | 0.02% | −97−2.3% | 減碼 |
| Los Angeles Capital Management LLC | 4,185 | $72.7 萬 | 0.00% | +4,185 | 新進 |
| Clifford Group, LLC | 4,245 | $73.7 萬 | 0.56% | −134−3.1% | 減碼 |
| First Eagle Investment Management, LLC | 4,297 | $74.6 萬 | 0.00% | +50+1.2% | 加碼 |
| Commerce Bank | 4,371 | $75.9 萬 | 0.00% | −147−3.3% | 減碼 |
| CAPROCK Group, Inc. | 4,394 | $76.3 萬 | 0.02% | +16+0.4% | 加碼 |
| Studio Investment Management LLC | 4,418 | $76.7 萬 | 0.16% | −126−2.8% | 減碼 |
| Allianz Asset Management GmbH | 4,418 | $76.7 萬 | 0.00% | +2,450+124.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 4,433 | $77.0 萬 | 0.01% | +1,255+39.5% | 加碼 |
| Federation des caisses Desjardins du Quebec | 4,436 | $77.0 萬 | 0.00% | −4,256−49.0% | 減碼 |
| Hanlon Investment Management, Inc. | 4,469 | $77.6 萬 | 0.21% | −298−6.3% | 減碼 |
| QRG Capital Management, Inc. | 4,548 | $79.0 萬 | 0.01% | +716+18.7% | 加碼 |
| Intrust Bank NA | 4,572 | $79.4 萬 | 0.08% | −101−2.2% | 減碼 |
| Gibbs Wealth Management | 4,614 | $80.1 萬 | 0.22% | +730+18.8% | 加碼 |
| Creative Planning | 4,649 | $80.7 萬 | 0.00% | +1,085+30.4% | 加碼 |
| Crossmark Global Holdings, Inc. | 4,670 | $81.1 萬 | 0.01% | −18−0.4% | 減碼 |
| Versor Investments LP | 4,671 | $81.1 萬 | 0.14% | +4,671 | 新進 |
| VELA Investment Management, LLC | 4,684 | $81.3 萬 | 0.28% | 00.0% | 不變 |
| Bridgefront Capital, LLC | 4,714 | $81.9 萬 | 0.28% | +4,714 | 新進 |
| Ethic Inc. | 4,786 | $83.1 萬 | 0.02% | +4,786 | 新進 |
| Naples Global Advisors, LLC | 4,830 | $83.9 萬 | 0.08% | −1,070−18.1% | 減碼 |
| Captrust Financial Advisors | 4,908 | $85.2 萬 | 0.00% | +6+0.1% | 加碼 |
| State of Wyoming | 4,920 | $85.4 萬 | 0.11% | +1,587+47.6% | 加碼 |
| Bridges Investment Management Inc | 4,965 | $86.2 萬 | 0.01% | +207+4.4% | 加碼 |
| Omers Administration Corp | 5,000 | $86.8 萬 | 0.01% | +5,000 | 新進 |
| State of Wisconsin Investment Board | 5,024 | $87.2 萬 | 0.00% | +656+15.0% | 加碼 |
| Federated Hermes, Inc. | 5,057 | $87.8 萬 | 0.00% | −179−3.4% | 減碼 |
| Isthmus Partners, LLC | 5,080 | $88.2 萬 | 0.11% | 00.0% | 不變 |
| Marshall Financial Group LLC | 5,199 | $90.3 萬 | 0.22% | +5,199 | 新進 |
| Avantax Advisory Services, Inc. | 5,264 | $91.4 萬 | 0.01% | −746−12.4% | 減碼 |
| Moneta Group Investment Advisors LLC | 5,501 | $95.5 萬 | 0.01% | +305+5.9% | 加碼 |
| Williamson Legacy Group, LLC | 5,523 | $95.9 萬 | 0.64% | +5,523 | 新進 |
| Kestra Advisory Services, LLC | 5,606 | $97.4 萬 | 0.01% | +259+4.8% | 加碼 |
| Jones Financial Companies LLLP | 5,638 | $97.9 萬 | 0.00% | +2,521+80.9% | 加碼 |
| Private Advisor Group, LLC | 5,664 | $98.4 萬 | 0.01% | +1,934+51.8% | 加碼 |
| Cinctive Capital Management LP | 5,779 | $100.4 萬 | 0.05% | −1,647−22.2% | 減碼 |
| Sendero Wealth Management, LLC | 5,822 | $101.1 萬 | 0.15% | 00.0% | 不變 |
| TD Asset Management Inc | 5,900 | $102.5 萬 | 0.00% | +100+1.7% | 加碼 |
| State of Alaska, Department of Revenue | 6,110 | $106.1 萬 | 0.01% | +40+0.7% | 加碼 |
| Jump Financial, LLC | 6,122 | $106.3 萬 | 0.02% | +6,122 | 新進 |
| Lecap Asset Management Ltd | 6,193 | $107.5 萬 | 0.29% | +6,193 | 新進 |
| Integrated Investment Consultants, LLC | 6,212 | $107.9 萬 | 0.22% | −9,962−61.6% | 減碼 |
| Bridgewater Associates, LP | 6,237 | $108.3 萬 | 0.00% | −512−7.6% | 減碼 |
| James Investment Research Inc | 6,341 | $110.1 萬 | 0.13% | 00.0% | 不變 |
| Connable Office Inc | 6,460 | $112.2 萬 | 0.12% | 00.0% | 不變 |
| Xponance, Inc. | 6,518 | $113.2 萬 | 0.01% | +360+5.8% | 加碼 |
| Evoke Wealth, LLC | 6,603 | $114.7 萬 | 0.03% | +6,603 | 新進 |
| Advisory Services Network, LLC | 6,631 | $115.2 萬 | 0.02% | +4,130+165.1% | 加碼 |
| Taylor Frigon Capital Management LLC | 6,737 | $117.0 萬 | 0.59% | −5,565−45.2% | 減碼 |
| Nomura Holdings Inc | 7,110 | $123.5 萬 | 0.01% | +7,110 | 新進 |
| Deutsche Bank AG | 7,212 | $125.2 萬 | 0.00% | −11,879−62.2% | 減碼 |
| JustInvest LLC | 7,262 | $126.1 萬 | 0.02% | +160+2.3% | 加碼 |
| Campbell & CO Investment Adviser LLC | 7,459 | $129.5 萬 | 0.10% | +7,459 | 新進 |
| Pictet Asset Management Holding SA | 7,465 | $129.6 萬 | 0.00% | +1,072+16.8% | 加碼 |
| Entropy Technologies, LP | 7,507 | $130.4 萬 | 0.13% | +4,407+142.2% | 加碼 |
| Fulton Bank, N.A. | 7,621 | $132.3 萬 | 0.05% | +418+5.8% | 加碼 |
| Brinker Capital Investments, LLC | 7,725 | $134.1 萬 | 0.01% | −196−2.5% | 減碼 |
| Orion Portfolio Solutions, LLC | 7,725 | $134.1 萬 | 0.01% | −196−2.5% | 減碼 |
| Strategic Wealth Designers | 7,779 | $135.1 萬 | 0.09% | −324−4.0% | 減碼 |
| Lazard Asset Management LLC | 7,791 | $135.2 萬 | 0.00% | +2,400+44.5% | 加碼 |
| Park Avenue Securities LLC | 9,296 | $161.4 萬 | 0.02% | +1,599+20.8% | 加碼 |