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。
2025 年第 1 季 13F 持有人
Houlihan Lokey, Inc. 在 2025/3/31 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
- 525
- 較 2024 年第 4 季 +25 家
- 持有股數
- 5,324 萬
- 較 2024 年第 4 季 −11.2 萬 (−0.2%)
- 總市值
- $86.0 億
- 較 2024 年第 4 季 −$6.70 億 (−7.2%)
- 新進機構
- 78
- 另有 202 家加碼
- 清倉機構
- 53
- 另有 171 家減碼
另有 6 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,619,779 | $9.08 億 | 0.02% | +253,246+4.7% | 加碼 |
| Vanguard Group Inc | 5,306,604 | $8.57 億 | 0.02% | +41,030+0.8% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,926,959 | $4.73 億 | 1.16% | −354,335−10.8% | 減碼 |
| Earnest Partners LLC | 2,648,908 | $4.28 億 | 2.05% | −318,651−10.7% | 減碼 |
| State Street Corp | 1,736,050 | $2.80 億 | 0.01% | +39,254+2.3% | 加碼 |
| FMR LLC | 1,683,934 | $2.72 億 | 0.02% | −191,286−10.2% | 減碼 |
| Wellington Management Group LLP | 1,395,148 | $2.25 億 | 0.04% | −104,531−7.0% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 1,201,546 | $1.94 億 | 0.13% | −96,369−7.4% | 減碼 |
| Burgundy Asset Management Ltd. | 1,189,822 | $1.92 億 | 1.99% | −62,009−5.0% | 減碼 |
| Bamco Inc | 1,144,179 | $1.85 億 | 0.54% | 00.0% | 不變 |
| Geode Capital Management, LLC | 1,020,458 | $1.65 億 | 0.01% | +53,982+5.6% | 加碼 |
| Bank of America Corp | 1,000,520 | $1.62 億 | 0.01% | −78,954−7.3% | 減碼 |
| Invesco Ltd. | 916,012 | $1.48 億 | 0.03% | −125,189−12.0% | 減碼 |
| Capital International Investors | 794,911 | $1.28 億 | 0.03% | +1,619+0.2% | 加碼 |
| Raymond James Financial Inc | 792,076 | $1.28 億 | 0.05% | −34,590−4.2% | 減碼 |
| Fiduciary Management Inc | 754,941 | $1.22 億 | 1.18% | −454,289−37.6% | 減碼 |
| Neuberger Berman Group LLC | 700,651 | $1.13 億 | 0.09% | −240,279−25.5% | 減碼 |
| Norges Bank | 673,964 | $1.09 億 | 0.02% | +17,241+2.6% | 加碼 |
| Clearbridge Investments, LLC | 633,966 | $1.02 億 | 0.09% | −1,394−0.2% | 減碼 |
| SEI Investments Co | 604,380 | $9,761 萬 | 0.13% | −132,338−18.0% | 減碼 |
| Charles Schwab Investment Management Inc | 598,767 | $9,670 萬 | 0.02% | −4,189−0.7% | 減碼 |
| Ameriprise Financial Inc | 595,275 | $9,615 萬 | 0.03% | −177,514−23.0% | 減碼 |
| Dimensional Fund Advisors LP | 557,799 | $9,007 萬 | 0.02% | +8,733+1.6% | 加碼 |
| Morgan Stanley | 546,798 | $8,831 萬 | 0.01% | −15,625−2.8% | 減碼 |
| Northern Trust Corp | 540,106 | $8,723 萬 | 0.01% | −80,218−12.9% | 減碼 |
| Alliancebernstein L.P. | 507,581 | $8,197 萬 | 0.03% | −25,759−4.8% | 減碼 |
| Congress Asset Management Co | 504,149 | $8,142 萬 | 0.61% | +504,149 | 新進 |
| Capital Research Global Investors | 504,055 | $8,140 萬 | 0.02% | +504,055 | 新進 |
| First Trust Advisors LP | 498,678 | $8,054 萬 | 0.07% | +34,579+7.5% | 加碼 |
| Envestnet Asset Management Inc | 495,239 | $7,998 萬 | 0.03% | −24,184−4.7% | 減碼 |
| Thrivent Financial for Lutherans | 493,679 | $7,979 萬 | 0.18% | −155,057−23.9% | 減碼 |
| Bank of New York Mellon Corp | 484,041 | $7,817 萬 | 0.02% | −2,923−0.6% | 減碼 |
| Goldman Sachs Group Inc | 415,743 | $6,714 萬 | 0.01% | +22,553+5.7% | 加碼 |
| GW&K Investment Management, LLC | 415,277 | $6,707 萬 | 0.62% | −10,850−2.5% | 減碼 |
| Wells Fargo & Company | 402,806 | $6,505 萬 | 0.02% | −40,229−9.1% | 減碼 |
| Natixis Advisors, L.P. | 402,763 | $6,505 萬 | 0.12% | +11,709+3.0% | 加碼 |
| Van Berkom & Associates Inc. | 401,840 | $6,490 萬 | 2.08% | −3,782−0.9% | 減碼 |
| Jennison Associates LLC | 344,604 | $5,565 萬 | 0.04% | +37,300+12.1% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 289,790 | $4,680 萬 | 2.33% | −4,355−1.5% | 減碼 |
| Westfield Capital Management Co LP | 286,288 | $4,624 萬 | 0.22% | +286,288 | 新進 |
| Ancora Advisors, LLC | 280,372 | $4,528 萬 | 1.01% | −3,399−1.2% | 減碼 |
| Handelsbanken Fonder AB | 275,458 | $4,449 萬 | 0.18% | +262,000+1,946.8% | 加碼 |
| Fiera Capital Corp | 275,329 | $4,447 萬 | 0.16% | −2,138−0.8% | 減碼 |
| Franklin Resources Inc | 261,199 | $4,218 萬 | 0.01% | −9,012−3.3% | 減碼 |
| HighTower Advisors, LLC | 239,824 | $3,873 萬 | 0.05% | −4,733−1.9% | 減碼 |
| Jacobs Levy Equity Management, Inc | 239,522 | $3,868 萬 | 0.15% | +220,632+1,168.0% | 加碼 |
| UBS Group AG | 236,205 | $3,815 萬 | 0.01% | −2,761−1.2% | 減碼 |
| Argent Capital Management LLC | 235,575 | $3,805 萬 | 1.16% | −6,876−2.8% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 228,431 | $3,689 萬 | 0.12% | +50,295+28.2% | 加碼 |
| JPMorgan Chase & Co | 201,790 | $3,259 萬 | 0.00% | +70,694+53.9% | 加碼 |
| Barlow Wealth Partners, Inc. | 203,814 | $3,246 萬 | 4.26% | +2,164+1.1% | 加碼 |
| Eventide Asset Management, LLC | 196,636 | $3,173 萬 | 0.63% | +19,402+10.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 193,246 | $3,121 萬 | 0.13% | 00.0% | 不變 |
| Brown Advisory Inc | 187,791 | $3,033 萬 | 0.04% | −4,405−2.3% | 減碼 |
| Champlain Investment Partners, LLC | 185,255 | $2,992 萬 | 0.22% | +185,255 | 新進 |
| UBS Asset Management Americas Inc | 180,634 | $2,917 萬 | 0.01% | +1,467+0.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 168,876 | $2,727 萬 | 0.02% | +82,279+95.0% | 加碼 |
| Flputnam Investment Management Co | 165,024 | $2,665 萬 | 0.50% | −4,857−2.9% | 減碼 |
| Rhumbline Advisers | 162,349 | $2,622 萬 | 0.02% | −3,689−2.2% | 減碼 |
| Macquarie Group Ltd | 160,349 | $2,590 萬 | 0.03% | −956−0.6% | 減碼 |
| Nordea Investment Management AB | 162,704 | $2,574 萬 | 0.03% | −114,304−41.3% | 減碼 |
| Renaissance Technologies LLC | 150,700 | $2,434 萬 | 0.04% | +113,700+307.3% | 加碼 |
| Nuveen, LLC | 145,376 | $2,348 萬 | 0.01% | +145,376 | 新進 |
| New York State Common Retirement Fund | 144,281 | $2,330 萬 | 0.03% | −30,071−17.2% | 減碼 |
| Barclays PLC | 143,149 | $2,312 萬 | 0.01% | +84,727+145.0% | 加碼 |
| Alps Advisors Inc | 128,160 | $2,070 萬 | 0.12% | +8,177+6.8% | 加碼 |
| Principal Financial Group Inc | 124,417 | $2,009 萬 | 0.01% | +1,511+1.2% | 加碼 |
| GHP Investment Advisors, Inc. | 120,262 | $1,942 萬 | 0.93% | −3,581−2.9% | 減碼 |
| Millennium Management LLC | 117,422 | $1,896 萬 | 0.02% | +117,422 | 新進 |
| Point72 Asset Management, L.P. | 114,422 | $1,848 萬 | 0.05% | −5,947−4.9% | 減碼 |
| Schroder Investment Management Group | 116,697 | $1,845 萬 | 0.02% | +1,162+1.0% | 加碼 |
| Legal & General Group Plc | 110,231 | $1,780 萬 | 0.00% | +5,270+5.0% | 加碼 |
| Qube Research & Technologies Ltd | 108,102 | $1,746 萬 | 0.03% | +18,404+20.5% | 加碼 |
| Swiss National Bank | 104,136 | $1,682 萬 | 0.01% | −800−0.8% | 減碼 |
| Russell Investments Group, Ltd. | 103,885 | $1,678 萬 | 0.02% | +25,183+32.0% | 加碼 |
| LPL Financial LLC | 95,038 | $1,535 萬 | 0.01% | +10,879+12.9% | 加碼 |
| Citadel Advisors LLC | 94,794 | $1,531 萬 | 0.01% | −153,503−61.8% | 減碼 |
| California Public Employees Retirement System | 91,930 | $1,485 萬 | 0.01% | −589−0.6% | 減碼 |
| Voloridge Investment Management, LLC | 91,022 | $1,470 萬 | 0.05% | +73,222+411.4% | 加碼 |
| Janney Montgomery Scott LLC | 90,681 | $1,465 萬 | 0.04% | −4,617−4.8% | 減碼 |
| Stifel Financial Corp | 88,113 | $1,423 萬 | 0.02% | −6,060−6.4% | 減碼 |
| Prudential Financial Inc | 80,481 | $1,300 萬 | 0.02% | −266,988−76.8% | 減碼 |
| Montanaro Asset Management Ltd | 79,500 | $1,284 萬 | 3.77% | −15,500−16.3% | 減碼 |
| Royce & Associates LP | 77,014 | $1,244 萬 | 0.13% | −22,154−22.3% | 減碼 |
| StonePine Asset Management Inc. | 69,395 | $1,121 萬 | 0.08% | +8,400+13.8% | 加碼 |
| Whittier Trust Co | 68,106 | $1,100 萬 | 0.15% | +1,496+2.2% | 加碼 |
| Segall Bryant & Hamill, LLC | 67,986 | $1,098 萬 | 0.17% | −1,921−2.7% | 減碼 |
| Retirement Systems of Alabama | 65,757 | $1,062 萬 | 0.04% | +601+0.9% | 加碼 |
| Congress Wealth Management LLC | 63,750 | $1,030 萬 | 0.12% | +63,750 | 新進 |
| Pier Capital, LLC | 60,563 | $978.1 萬 | 1.64% | +28,670+89.9% | 加碼 |
| Rheos Capital Works Inc. | 60,400 | $975.5 萬 | 0.79% | −13,000−17.7% | 減碼 |
| Mutual of America Capital Management LLC | 60,244 | $972.9 萬 | 0.11% | −2,020−3.2% | 減碼 |
| Amundi | 63,433 | $972.5 萬 | 0.00% | +50,847+404.0% | 加碼 |
| Corebridge Financial, Inc. | 59,722 | $964.5 萬 | 0.06% | −960−1.6% | 減碼 |
| Victory Capital Management Inc | 59,613 | $962.8 萬 | 0.01% | −2,621−4.2% | 減碼 |
| STRS Ohio | 59,125 | $954.9 萬 | 0.04% | −1,488−2.5% | 減碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 56,574 | $913.7 萬 | 2.46% | −2,336−4.0% | 減碼 |
| Aptus Capital Advisors, LLC | 51,901 | $838.2 萬 | 0.10% | +5,843+12.7% | 加碼 |
| Van Eck Associates Corp | 51,901 | $838.2 萬 | 0.01% | +5,044+10.8% | 加碼 |
| Hantz Financial Services, Inc. | 51,555 | $832.6 萬 | 0.15% | +49,129+2,025.1% | 加碼 |