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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 9,298 | $161.5 萬 | 0.00% | +2,486+36.5% | 加碼 |
| Voya Investment Management LLC | 9,420 | $163.6 萬 | 0.00% | −999−9.6% | 減碼 |
| Linden Thomas Advisory Services, LLC | 9,455 | $164.2 萬 | 0.21% | +208+2.2% | 加碼 |
| Union Bancaire Privee, UBP SA | 9,506 | $165.7 萬 | 0.03% | +9,506 | 新進 |
| Stegent Equity Advisors, Inc. | 9,764 | $169.6 萬 | 1.72% | +9,764 | 新進 |
| Verition Fund Management LLC | 9,790 | $170.0 萬 | 0.01% | +9,790 | 新進 |
| Crawford Investment Counsel Inc | 9,928 | $172.4 萬 | 0.03% | −412−4.0% | 減碼 |
| Assetmark, Inc | 10,560 | $183.4 萬 | 0.00% | +747+7.6% | 加碼 |
| New Mexico Educational Retirement Board | 10,600 | $184.1 萬 | 0.06% | 00.0% | 不變 |
| CWM, LLC | 10,629 | $184.6 萬 | 0.01% | −1,139−9.7% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 10,879 | $186.4 萬 | 0.02% | +3,242+42.5% | 加碼 |
| Pacer Advisors, Inc. | 10,859 | $188.6 萬 | 0.00% | +469+4.5% | 加碼 |
| Oregon Public Employees Retirement Fund | 10,871 | $188.8 萬 | 0.03% | +39+0.4% | 加碼 |
| Integrated Wealth Concepts LLC | 11,030 | $191.5 萬 | 0.02% | +996+9.9% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,218 | $194.8 萬 | 0.07% | −877−7.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 11,321 | $196.6 萬 | 0.02% | +1,015+9.8% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 11,350 | $197.1 萬 | 0.17% | −23,889−67.8% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 11,522 | $200.1 萬 | 0.01% | −407−3.4% | 減碼 |
| Spears Abacus Advisors LLC | 11,605 | $201.5 萬 | 0.04% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 11,681 | $202.9 萬 | 0.05% | +11,681 | 新進 |
| New Age Alpha Advisors, LLC | 11,791 | $204.8 萬 | 0.08% | +11,791 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,835 | $205.5 萬 | 0.01% | +126+1.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 11,909 | $206.8 萬 | 0.05% | +124+1.1% | 加碼 |
| Rockefeller Capital Management L.P. | 12,208 | $212.0 萬 | 0.01% | +2,155+21.4% | 加碼 |
| Mariner, LLC | 12,220 | $212.2 萬 | 0.00% | +81+0.7% | 加碼 |
| Truist Financial Corp | 12,295 | $213.5 萬 | 0.00% | −464−3.6% | 減碼 |
| Amundi | 12,586 | $218.2 萬 | 0.00% | +12,451+9,223.0% | 加碼 |
| KLP Kapitalforvaltning AS | 12,600 | $218.8 萬 | 0.01% | +12,600 | 新進 |
| State of Michigan Retirement System | 12,700 | $220.5 萬 | 0.01% | +100+0.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 12,899 | $224.0 萬 | 0.00% | −1,046−7.5% | 減碼 |
| Cresset Asset Management, LLC | 13,317 | $231.3 萬 | 0.01% | −5,902−30.7% | 減碼 |
| Citigroup Inc | 13,332 | $231.5 萬 | 0.00% | +1,449+12.2% | 加碼 |
| Handelsbanken Fonder AB | 13,458 | $233.7 萬 | 0.01% | +1,300+10.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 13,477 | $234.0 萬 | 0.00% | +4,483+49.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,847 | $240.5 萬 | 0.01% | +2,033+17.2% | 加碼 |
| Exchange Traded Concepts, LLC | 14,092 | $244.7 萬 | 0.05% | +1,803+14.7% | 加碼 |
| Algert Global LLC | 14,356 | $249.3 萬 | 0.06% | −8,773−37.9% | 減碼 |
| Illinois Municipal Retirement Fund | 14,881 | $258.4 萬 | 0.04% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 14,900 | $258.8 萬 | 0.05% | +200+1.4% | 加碼 |
| Arizona State Retirement System | 15,483 | $268.9 萬 | 0.02% | +358+2.4% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 16,620 | $288.6 萬 | 0.03% | −820−4.7% | 減碼 |
| Monument Capital Management | 16,861 | $292.8 萬 | 0.81% | +577+3.5% | 加碼 |
| Magnetar Financial LLC | 17,007 | $295.3 萬 | 0.07% | +17,007 | 新進 |
| Jane Street Group, LLC | 17,029 | $295.7 萬 | 0.00% | +7,779+84.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 17,169 | $298.2 萬 | 0.01% | 00.0% | 不變 |
| Capital Fund Management S.A. | 17,284 | $300.2 萬 | 0.03% | +17,284 | 新進 |
| Daiwa Securities Group Inc. | 17,395 | $302.1 萬 | 0.01% | −2,098−10.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 17,533 | $304.5 萬 | 0.10% | −165−0.9% | 減碼 |
| New York State Teachers Retirement System | 17,726 | $307.8 萬 | 0.01% | +488+2.8% | 加碼 |
| Geneos Wealth Management Inc. | 17,783 | $308.8 萬 | 0.11% | +492+2.8% | 加碼 |
| Voloridge Investment Management, LLC | 17,800 | $309.1 萬 | 0.01% | +17,800 | 新進 |
| CI Private Wealth, LLC | 18,053 | $313.5 萬 | 0.01% | +367+2.1% | 加碼 |
| SG Americas Securities, LLC | 18,081 | $314.0 萬 | 0.01% | +16,633+1,148.7% | 加碼 |
| Hilton Capital Management, LLC | 18,588 | $322.8 萬 | 0.28% | +867+4.9% | 加碼 |
| Jacobs Levy Equity Management, Inc | 18,890 | $328.0 萬 | 0.01% | +18,890 | 新進 |
| Prana Capital Management, LP | 18,977 | $329.6 萬 | 0.16% | +18,977 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 18,992 | $329.8 萬 | 0.03% | +18,992 | 新進 |
| Empowered Funds, LLC | 19,050 | $330.8 萬 | 0.05% | +4,641+32.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 19,420 | $337.2 萬 | 0.01% | −290−1.5% | 減碼 |
| Yousif Capital Management, LLC | 19,540 | $339.3 萬 | 0.04% | −664−3.3% | 減碼 |
| Davenport & Co LLC | 19,663 | $341.5 萬 | 0.02% | −717−3.5% | 減碼 |
| AQR Capital Management LLC | 19,763 | $343.2 萬 | 0.00% | +5,047+34.3% | 加碼 |
| KBC Group NV | 19,903 | $345.6 萬 | 0.01% | +18,617+1,447.7% | 加碼 |
| Atria Investments LLC | 19,949 | $346.4 萬 | 0.04% | −2,548−11.3% | 減碼 |
| Regions Financial Corp | 20,160 | $350.1 萬 | 0.03% | −631−3.0% | 減碼 |
| State of Tennessee, Treasury Department | 20,205 | $350.9 萬 | 0.01% | −570−2.7% | 減碼 |
| Sanctuary Advisors, LLC | 19,562 | $352.4 萬 | 0.02% | −445−2.2% | 減碼 |
| West Coast Financial LLC | 20,312 | $352.7 萬 | 0.39% | −1,699−7.7% | 減碼 |
| Cetera Investment Advisers | 20,727 | $360.0 萬 | 0.01% | +2,183+11.8% | 加碼 |
| Pathstone Holdings, LLC | 21,055 | $365.6 萬 | 0.02% | −732−3.4% | 減碼 |
| Toroso Investments, LLC | 21,215 | $368.4 萬 | 0.03% | +4,520+27.1% | 加碼 |
| MML Investors Services, LLC | 21,217 | $368.5 萬 | 0.01% | +1,372+6.9% | 加碼 |
| Dorsey Wright & Associates | 22,398 | $389.0 萬 | 0.93% | +942+4.4% | 加碼 |
| Triasima Portfolio Management inc. | 22,656 | $393.4 萬 | 0.76% | +8,704+62.4% | 加碼 |
| Treasurer of the State of North Carolina | 23,053 | $400.3 萬 | 0.02% | +150+0.7% | 加碼 |
| Tudor Investment Corp Et Al | 23,970 | $416.3 萬 | 0.04% | +11,995+100.2% | 加碼 |
| American Century Companies Inc | 24,070 | $418.0 萬 | 0.00% | +8,695+56.6% | 加碼 |
| Janus Henderson Group PLC | 24,667 | $428.2 萬 | 0.00% | +1,917+8.4% | 加碼 |
| Weil Company, Inc. | 24,708 | $429.1 萬 | 1.48% | −10,080−29.0% | 減碼 |
| Harbor Advisors LLC | 25,000 | $434.1 萬 | 0.68% | 00.0% | 不變 |
| Bank of Montreal | 25,808 | $448.2 萬 | 0.00% | +1,612+6.7% | 加碼 |
| Comerica Bank | 25,888 | $449.6 萬 | 0.02% | −536−2.0% | 減碼 |
| GWM Advisors LLC | 26,312 | $456.9 萬 | 0.03% | +1,480+6.0% | 加碼 |
| Richard Bernstein Advisors LLC | 26,368 | $457.9 萬 | 0.10% | 00.0% | 不變 |
| Amalgamated Bank | 27,157 | $471.6 萬 | 0.04% | −77−0.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 27,485 | $477.3 萬 | 0.01% | +1,261+4.8% | 加碼 |
| Oppenheimer Asset Management Inc. | 28,490 | $494.8 萬 | 0.06% | −723−2.5% | 減碼 |
| TownSquare Capital, LLC | 29,114 | $505.6 萬 | 0.06% | +3,460+13.5% | 加碼 |
| Gunderson Capital Management Inc. | 29,556 | $513.3 萬 | 2.52% | +29,556 | 新進 |
| Walled Lake Planning & Wealth Management, LLC | 29,620 | $514.4 萬 | 1.91% | −15,405−34.2% | 減碼 |
| HSBC Holdings PLC | 29,721 | $516.9 萬 | 0.00% | +23,714+394.8% | 加碼 |
| MetLife Investment Management | 30,399 | $527.9 萬 | 0.03% | +2,737+9.9% | 加碼 |
| Bell Asset Management Ltd | 31,498 | $547.0 萬 | 1.00% | −378−1.2% | 減碼 |
| Ensign Peak Advisors, Inc | 31,882 | $553.7 萬 | 0.01% | +5,486+20.8% | 加碼 |
| Pier Capital, LLC | 31,893 | $553.9 萬 | 0.79% | −35,197−52.5% | 減碼 |
| Fifth Third Bancorp | 32,507 | $564.5 萬 | 0.02% | −8,947−21.6% | 減碼 |
| US Bancorp | 33,051 | $574.0 萬 | 0.01% | −1,073−3.1% | 減碼 |
| Vestcor Inc | 33,490 | $581.6 萬 | 0.19% | −1,791−5.1% | 減碼 |
| Price T Rowe Associates Inc | 33,808 | $587.2 萬 | 0.00% | +4,170+14.1% | 加碼 |
| Edgestream Partners, L.P. | 34,139 | $592.9 萬 | 0.25% | +25,378+289.7% | 加碼 |