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 |
|---|---|---|---|---|---|
| Susquehanna Portfolio Strategies, LLC | 2,640 | $42.6 萬 | 0.18% | +2,640 | 新進 |
| Sterling Capital Management LLC | 2,678 | $43.2 萬 | 0.01% | −221−7.6% | 減碼 |
| Vident Advisory, LLC | 2,767 | $44.7 萬 | 0.01% | +496+21.8% | 加碼 |
| Axxcess Wealth Management, LLC | 2,770 | $44.7 萬 | 0.01% | −96−3.3% | 減碼 |
| Fiduciary Trust Co | 2,772 | $44.8 萬 | 0.01% | +2,772 | 新進 |
| State of Wyoming | 2,778 | $44.9 萬 | 0.06% | −2,142−43.5% | 減碼 |
| Cerity Partners LLC | 2,798 | $45.2 萬 | 0.00% | −533−16.0% | 減碼 |
| Utah Retirement Systems | 2,800 | $45.2 萬 | 0.01% | 00.0% | 不變 |
| Alamea Verwaltungs GmbH | 3,068 | $49.5 萬 | 0.43% | +3,068 | 新進 |
| Wealth Alliance | 3,073 | $49.6 萬 | 0.06% | +25+0.8% | 加碼 |
| First Bank & Trust | 3,106 | $50.2 萬 | 0.10% | −32−1.0% | 減碼 |
| Glenmede Trust Co NA | 3,161 | $51.1 萬 | 0.00% | −23−0.7% | 減碼 |
| OneAscent Investment Solutions LLC | 3,167 | $51.1 萬 | 0.61% | +3,167 | 新進 |
| Mount Lucas Management LP | 3,169 | $51.2 萬 | 0.24% | +3,169 | 新進 |
| OneAscent Financial Services LLC | 3,176 | $51.6 萬 | 0.03% | +1,187+59.7% | 加碼 |
| Custom Index Systems, LLC | 3,286 | $53.1 萬 | 0.27% | +696+26.9% | 加碼 |
| Dynasty Wealth Management, LLC | 3,293 | $53.2 萬 | 0.01% | +34+1.0% | 加碼 |
| United Services Automobile Association | 3,438 | $54.4 萬 | 0.02% | +3,438 | 新進 |
| Clearstead Advisors, LLC | 3,414 | $55.1 萬 | 0.01% | +343+11.2% | 加碼 |
| Newbridge Financial Services Group, Inc. | 3,417 | $55.2 萬 | 0.13% | +3,417 | 新進 |
| National Asset Management, Inc. | 3,463 | $55.9 萬 | 0.02% | +818+30.9% | 加碼 |
| Walleye Trading LLC | 3,480 | $56.2 萬 | 0.02% | +1,070+44.4% | 加碼 |
| Beverly Hills Private Wealth, LLC | 3,485 | $56.3 萬 | 0.11% | −281−7.5% | 減碼 |
| Ronald Blue Trust, Inc. | 3,494 | $56.4 萬 | 0.01% | −157−4.3% | 減碼 |
| Kestra Advisory Services, LLC | 3,510 | $56.7 萬 | 0.00% | −2,096−37.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 3,613 | $58.3 萬 | 0.00% | +2,036+129.1% | 加碼 |
| Aigen Investment Management, LP | 3,643 | $58.8 萬 | 0.09% | +660+22.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 3,657 | $59.1 萬 | 0.00% | +3,657 | 新進 |
| M&T Bank Corp | 3,701 | $59.7 萬 | 0.00% | −70−1.9% | 減碼 |
| Aviva PLC | 3,745 | $60.5 萬 | 0.00% | +424+12.8% | 加碼 |
| NBC Securities, Inc. | 3,764 | $60.7 萬 | 0.05% | +3,761+125,366.7% | 加碼 |
| Mount Yale Investment Advisors, LLC | 3,830 | $61.9 萬 | 0.05% | +3,830 | 新進 |
| Snowden Capital Advisors LLC | 3,850 | $62.2 萬 | 0.02% | −165−4.1% | 減碼 |
| Yorktown Management & Research Co Inc | 3,850 | $62.2 萬 | 0.68% | 00.0% | 不變 |
| Guggenheim Capital LLC | 3,868 | $62.5 萬 | 0.01% | +445+13.0% | 加碼 |
| Keybank National Association | 3,868 | $62.5 萬 | 0.00% | +3,868 | 新進 |
| Alberta Investment Management Corp | 3,911 | $63.2 萬 | 0.00% | +788+25.2% | 加碼 |
| Studio Investment Management LLC | 3,945 | $63.7 萬 | 0.13% | −473−10.7% | 減碼 |
| Alpine Woods Capital Investors, LLC | 3,952 | $63.8 萬 | 0.16% | −148−3.6% | 減碼 |
| Quest Partners LLC | 4,027 | $65.0 萬 | 0.07% | +1,651+69.5% | 加碼 |
| Clifford Group, LLC | 4,033 | $65.1 萬 | 0.61% | −212−5.0% | 減碼 |
| Brookstone Capital Management | 4,075 | $65.8 萬 | 0.01% | +90+2.3% | 加碼 |
| Hanlon Investment Management, Inc. | 4,101 | $66.2 萬 | 0.50% | −368−8.2% | 減碼 |
| Bridges Investment Management Inc | 4,121 | $66.6 萬 | 0.01% | −844−17.0% | 減碼 |
| Securian Asset Management, Inc | 4,151 | $67.0 萬 | 0.02% | +100+2.5% | 加碼 |
| Los Angeles Capital Management LLC | 4,185 | $67.6 萬 | 0.00% | 00.0% | 不變 |
| First Eagle Investment Management, LLC | 4,197 | $67.8 萬 | 0.00% | −100−2.3% | 減碼 |
| Naples Global Advisors, LLC | 4,230 | $68.3 萬 | 0.06% | −600−12.4% | 減碼 |
| GAMMA Investing LLC | 4,250 | $68.6 萬 | 0.05% | +2,520+145.7% | 加碼 |
| Nebula Research & Development LLC | 4,272 | $69.0 萬 | 0.06% | +2,816+193.4% | 加碼 |
| Avantax Advisory Services, Inc. | 4,286 | $69.2 萬 | 0.00% | −978−18.6% | 減碼 |
| Sendero Wealth Management, LLC | 4,312 | $69.6 萬 | 0.10% | −1,510−25.9% | 減碼 |
| Commerce Bank | 4,330 | $69.9 萬 | 0.00% | −41−0.9% | 減碼 |
| Smith Group Asset Management, LLC | 4,330 | $69.9 萬 | 0.05% | +4,330 | 新進 |
| Portside Wealth Group, LLC | 4,340 | $70.1 萬 | 0.11% | +1,586+57.6% | 加碼 |
| Martingale Asset Management L P | 4,393 | $70.9 萬 | 0.02% | +4,393 | 新進 |
| CAPROCK Group, Inc. | 4,492 | $72.6 萬 | 0.02% | +98+2.2% | 加碼 |
| Private Advisor Group, LLC | 4,503 | $72.7 萬 | 0.00% | −1,161−20.5% | 減碼 |
| Bank of Nova Scotia | 4,599 | $74.3 萬 | 0.00% | +4,599 | 新進 |
| Crossmark Global Holdings, Inc. | 4,646 | $75.0 萬 | 0.01% | −24−0.5% | 減碼 |
| Norden Group LLC | 4,938 | $79.7 萬 | 0.09% | +3,168+179.0% | 加碼 |
| Captrust Financial Advisors | 4,962 | $80.1 萬 | 0.00% | +54+1.1% | 加碼 |
| QRG Capital Management, Inc. | 4,987 | $80.5 萬 | 0.01% | +439+9.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 4,995 | $80.7 萬 | 0.00% | −8,482−62.9% | 減碼 |
| Ethic Inc. | 4,989 | $81.9 萬 | 0.02% | +203+4.2% | 加碼 |
| Isthmus Partners, LLC | 5,080 | $82.0 萬 | 0.10% | 00.0% | 不變 |
| Intrust Bank NA | 5,112 | $82.6 萬 | 0.08% | +540+11.8% | 加碼 |
| Federated Hermes, Inc. | 5,116 | $82.6 萬 | 0.00% | +59+1.2% | 加碼 |
| Moneta Group Investment Advisors LLC | 5,165 | $83.4 萬 | 0.01% | −336−6.1% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 5,262 | $85.0 萬 | 0.01% | +5,262 | 新進 |
| Novem Group | 5,432 | $87.7 萬 | 0.12% | +1,433+35.8% | 加碼 |
| Williamson Legacy Group, LLC | 5,457 | $88.1 萬 | 0.84% | −66−1.2% | 減碼 |
| State of Wisconsin Investment Board | 5,476 | $88.4 萬 | 0.00% | +452+9.0% | 加碼 |
| Point72 (DIFC) Ltd | 5,637 | $91.0 萬 | 0.09% | +4,549+418.1% | 加碼 |
| Union Bancaire Privee, UBP SA | 5,698 | $91.7 萬 | 0.02% | −3,808−40.1% | 減碼 |
| Resources Management Corp | 5,790 | $93.5 萬 | 0.13% | +1,722+42.3% | 加碼 |
| Gibbs Wealth Management | 5,853 | $94.5 萬 | 0.23% | +1,239+26.9% | 加碼 |
| Marshall Financial Group LLC | 5,860 | $94.6 萬 | 0.21% | +661+12.7% | 加碼 |
| TD Asset Management Inc | 5,900 | $95.3 萬 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 6,073 | $96.1 萬 | 0.00% | +435+7.7% | 加碼 |
| Bayforest Capital Ltd | 6,115 | $98.8 萬 | 0.43% | +3,587+141.9% | 加碼 |
| State of Alaska, Department of Revenue | 6,330 | $102.2 萬 | 0.01% | +220+3.6% | 加碼 |
| James Investment Research Inc | 6,341 | $102.4 萬 | 0.13% | 00.0% | 不變 |
| Connable Office Inc | 6,460 | $104.3 萬 | 0.11% | 00.0% | 不變 |
| Evoke Wealth, LLC | 6,530 | $105.5 萬 | 0.03% | −73−1.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 6,531 | $105.5 萬 | 0.02% | +2,098+47.3% | 加碼 |
| Advisory Services Network, LLC | 6,642 | $107.3 萬 | 0.02% | +11+0.2% | 加碼 |
| Xponance, Inc. | 6,650 | $107.4 萬 | 0.01% | +132+2.0% | 加碼 |
| Point72 Hong Kong Ltd | 6,698 | $108.2 萬 | 0.08% | +6,698 | 新進 |
| Taylor Frigon Capital Management LLC | 6,772 | $109.4 萬 | 0.65% | +35+0.5% | 加碼 |
| Fulton Bank, N.A. | 6,814 | $110.0 萬 | 0.04% | −807−10.6% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 7,234 | $116.8 萬 | 0.00% | +7,234 | 新進 |
| Aquatic Capital Management LLC | 7,301 | $117.9 萬 | 0.03% | −4,380−37.5% | 減碼 |
| Creative Planning | 7,455 | $120.4 萬 | 0.00% | +2,806+60.4% | 加碼 |
| JustInvest LLC | 7,532 | $121.6 萬 | 0.02% | +270+3.7% | 加碼 |
| Pictet Asset Management Holding SA | 7,883 | $127.3 萬 | 0.00% | +418+5.6% | 加碼 |
| Jefferies Financial Group Inc. | 7,908 | $127.7 萬 | 0.02% | +6,633+520.2% | 加碼 |
| Cresset Asset Management, LLC | 8,156 | $131.7 萬 | 0.01% | −5,161−38.8% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,530 | $137.8 萬 | 0.05% | −2,688−24.0% | 減碼 |
| Engineers Gate Manager LP | 8,596 | $138.8 萬 | 0.02% | +5,285+159.6% | 加碼 |