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 |
|---|---|---|---|---|---|
| Voleon Capital Management LP | 8,716 | $140.8 萬 | 0.11% | +8,716 | 新進 |
| Advisor Group Holdings, Inc. | 8,962 | $144.7 萬 | 0.00% | −336−3.6% | 減碼 |
| Integrated Investment Consultants, LLC | 9,048 | $146.1 萬 | 0.29% | +2,836+45.7% | 加碼 |
| Quantinno Capital Management LP | 9,089 | $146.8 萬 | 0.01% | +7,636+525.5% | 加碼 |
| Truist Financial Corp | 9,161 | $148.0 萬 | 0.00% | −3,134−25.5% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 9,161 | $148.0 萬 | 0.01% | −2,361−20.5% | 減碼 |
| Park Avenue Securities LLC | 9,183 | $148.3 萬 | 0.02% | −113−1.2% | 減碼 |
| Stegent Equity Advisors, Inc. | 9,274 | $149.8 萬 | 1.52% | −490−5.0% | 減碼 |
| CWM, LLC | 9,294 | $150.1 萬 | 0.01% | −1,335−12.6% | 減碼 |
| Lazard Asset Management LLC | 9,299 | $150.1 萬 | 0.00% | +1,508+19.4% | 加碼 |
| Deutsche Bank AG | 9,606 | $155.1 萬 | 0.00% | +2,394+33.2% | 加碼 |
| Voya Investment Management LLC | 9,815 | $158.5 萬 | 0.00% | +395+4.2% | 加碼 |
| PDT Partners, LLC | 10,088 | $162.9 萬 | 0.12% | +7,566+300.0% | 加碼 |
| Linden Thomas Advisory Services, LLC | 10,196 | $164.7 萬 | 0.21% | +741+7.8% | 加碼 |
| Centiva Capital, LP | 10,461 | $168.9 萬 | 0.10% | +7,558+260.4% | 加碼 |
| Lecap Asset Management Ltd | 10,530 | $170.1 萬 | 0.40% | +4,337+70.0% | 加碼 |
| Brinker Capital Investments, LLC | 10,590 | $171.0 萬 | 0.02% | +2,865+37.1% | 加碼 |
| Orion Portfolio Solutions, LLC | 10,590 | $171.0 萬 | 0.02% | +2,865+37.1% | 加碼 |
| New Mexico Educational Retirement Board | 10,600 | $171.2 萬 | 0.06% | 00.0% | 不變 |
| Assetmark, Inc | 10,653 | $172.0 萬 | 0.00% | +93+0.9% | 加碼 |
| New Age Alpha Advisors, LLC | 10,861 | $175.4 萬 | 0.08% | −930−7.9% | 減碼 |
| Rockefeller Capital Management L.P. | 10,870 | $175.6 萬 | 0.00% | −1,338−11.0% | 減碼 |
| Natixis | 11,085 | $176.6 萬 | 0.01% | +11,085 | 新進 |
| Oregon Public Employees Retirement Fund | 11,005 | $177.7 萬 | 0.03% | +134+1.2% | 加碼 |
| FIL Ltd | 11,187 | $180.7 萬 | 0.00% | −117,929−91.3% | 減碼 |
| Integrated Wealth Concepts LLC | 11,435 | $184.7 萬 | 0.02% | +405+3.7% | 加碼 |
| Crawford Investment Counsel Inc | 11,581 | $187.0 萬 | 0.03% | +1,653+16.6% | 加碼 |
| Spears Abacus Advisors LLC | 11,608 | $187.5 萬 | 0.04% | +30.0% | 加碼 |
| Entropy Technologies, LP | 11,616 | $187.6 萬 | 0.18% | +4,109+54.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 11,841 | $191.2 萬 | 0.02% | +520+4.6% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 11,997 | $193.8 萬 | 0.21% | +647+5.7% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 12,012 | $194.0 萬 | 0.03% | +103+0.9% | 加碼 |
| KLP Kapitalforvaltning AS | 12,200 | $197.0 萬 | 0.01% | −400−3.2% | 減碼 |
| XTX Topco Ltd | 12,608 | $203.6 萬 | 0.10% | +12,608 | 新進 |
| State of Michigan Retirement System | 12,900 | $208.3 萬 | 0.01% | +200+1.6% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,914 | $208.6 萬 | 0.01% | +1,079+9.1% | 加碼 |
| Mariner, LLC | 13,037 | $210.5 萬 | 0.00% | +817+6.7% | 加碼 |
| Squarepoint Ops LLC | 13,132 | $212.1 萬 | 0.01% | +10,782+458.8% | 加碼 |
| Omers Administration Corp | 13,200 | $213.2 萬 | 0.02% | +8,200+164.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 13,733 | $221.8 萬 | 0.01% | +9,297+209.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 13,788 | $222.7 萬 | 0.01% | −3,381−19.7% | 減碼 |
| Regions Financial Corp | 13,850 | $223.7 萬 | 0.02% | −6,310−31.3% | 減碼 |
| CI Private Wealth, LLC | 14,133 | $228.2 萬 | 0.00% | −3,920−21.7% | 減碼 |
| Algert Global LLC | 14,356 | $231.8 萬 | 0.06% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 14,694 | $233.5 萬 | 0.02% | +3,815+35.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,522 | $234.5 萬 | 0.01% | +675+4.9% | 加碼 |
| Canada Pension Plan Investment Board | 14,700 | $237.4 萬 | 0.00% | +14,700 | 新進 |
| Illinois Municipal Retirement Fund | 14,881 | $240.3 萬 | 0.03% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 15,100 | $243.9 萬 | 0.05% | +200+1.3% | 加碼 |
| Arizona State Retirement System | 15,419 | $249.0 萬 | 0.02% | −64−0.4% | 減碼 |
| Citigroup Inc | 15,443 | $249.4 萬 | 0.00% | +2,111+15.8% | 加碼 |
| Dark Forest Capital Management LP | 16,386 | $264.6 萬 | 0.12% | +14,511+773.9% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 16,620 | $268.4 萬 | 0.02% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 16,955 | $273.8 萬 | 0.00% | +4,056+31.4% | 加碼 |
| Monument Capital Management | 17,374 | $280.6 萬 | 0.86% | +513+3.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 17,430 | $281.5 萬 | 0.10% | −103−0.6% | 減碼 |
| Atria Investments LLC | 17,435 | $281.6 萬 | 0.04% | −2,514−12.6% | 減碼 |
| Daiwa Securities Group Inc. | 17,475 | $282.2 萬 | 0.01% | +80+0.5% | 加碼 |
| New York State Teachers Retirement System | 17,926 | $289.5 萬 | 0.01% | +200+1.1% | 加碼 |
| West Coast Financial LLC | 17,930 | $289.6 萬 | 0.33% | −2,382−11.7% | 減碼 |
| Edgestream Partners, L.P. | 17,984 | $290.4 萬 | 0.10% | −16,155−47.3% | 減碼 |
| Pinebridge Investments, L.P. | 18,034 | $291.2 萬 | 0.02% | +14,769+452.3% | 加碼 |
| Sanctuary Advisors, LLC | 18,060 | $291.7 萬 | 0.02% | −1,502−7.7% | 減碼 |
| Magnetar Financial LLC | 18,292 | $295.4 萬 | 0.04% | +1,285+7.6% | 加碼 |
| Empowered Funds, LLC | 18,518 | $299.1 萬 | 0.04% | −532−2.8% | 減碼 |
| MML Investors Services, LLC | 18,973 | $306.4 萬 | 0.01% | −2,244−10.6% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 19,150 | $309.3 萬 | 0.03% | +158+0.8% | 加碼 |
| Yousif Capital Management, LLC | 19,288 | $311.5 萬 | 0.04% | −252−1.3% | 減碼 |
| Fifth Third Bancorp | 19,371 | $312.8 萬 | 0.01% | −13,136−40.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 19,420 | $313.6 萬 | 0.01% | 00.0% | 不變 |
| Davenport & Co LLC | 19,518 | $315.2 萬 | 0.02% | −145−0.7% | 減碼 |
| Two Sigma Investments, LP | 19,554 | $315.8 萬 | 0.01% | +16,305+501.8% | 加碼 |
| Bank of Montreal | 19,944 | $322.1 萬 | 0.00% | −5,864−22.7% | 減碼 |
| State of Tennessee, Treasury Department | 20,205 | $326.3 萬 | 0.01% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 20,347 | $328.6 萬 | 0.06% | +6,255+44.4% | 加碼 |
| Harbor Capital Advisors, Inc. | 20,413 | $329.7 萬 | 0.15% | +20,413 | 新進 |
| Teacher Retirement System of Texas | 20,458 | $330.4 萬 | 0.01% | −37,070−64.4% | 減碼 |
| Geneos Wealth Management Inc. | 20,486 | $330.9 萬 | 0.11% | +2,703+15.2% | 加碼 |
| Quantbot Technologies LP | 20,646 | $333.4 萬 | 0.11% | +20,646 | 新進 |
| Chase Investment Counsel Corp | 20,933 | $338.0 萬 | 1.24% | −18,097−46.4% | 減碼 |
| Hilton Capital Management, LLC | 20,945 | $338.3 萬 | 0.29% | +2,357+12.7% | 加碼 |
| Verition Fund Management LLC | 20,978 | $338.8 萬 | 0.02% | +11,188+114.3% | 加碼 |
| Toroso Investments, LLC | 22,048 | $356.1 萬 | 0.03% | +833+3.9% | 加碼 |
| Pathstone Holdings, LLC | 22,074 | $356.5 萬 | 0.02% | +1,019+4.8% | 加碼 |
| Cetera Investment Advisers | 22,438 | $362.4 萬 | 0.01% | +1,711+8.3% | 加碼 |
| Interval Partners, LP | 22,615 | $365.2 萬 | 0.13% | +22,615 | 新進 |
| Triasima Portfolio Management inc. | 22,656 | $365.9 萬 | 0.72% | 00.0% | 不變 |
| American Century Companies Inc | 23,198 | $374.6 萬 | 0.00% | −872−3.6% | 減碼 |
| Treasurer of the State of North Carolina | 24,273 | $392.0 萬 | 0.02% | +1,220+5.3% | 加碼 |
| Dorsey Wright & Associates | 24,442 | $394.7 萬 | 1.01% | +2,044+9.1% | 加碼 |
| Janus Henderson Group PLC | 25,042 | $395.6 萬 | 0.00% | +375+1.5% | 加碼 |
| Capital Fund Management S.A. | 24,823 | $400.9 萬 | 0.05% | +7,539+43.6% | 加碼 |
| Harbor Advisors LLC | 25,000 | $403.8 萬 | 0.70% | 00.0% | 不變 |
| Weil Company, Inc. | 25,128 | $405.8 萬 | 1.21% | +420+1.7% | 加碼 |
| Richard Bernstein Advisors LLC | 25,393 | $410.1 萬 | 0.10% | −975−3.7% | 減碼 |
| Jump Financial, LLC | 26,197 | $423.1 萬 | 0.06% | +20,075+327.9% | 加碼 |
| US Bancorp | 26,321 | $425.1 萬 | 0.01% | −6,730−20.4% | 減碼 |
| Amalgamated Bank | 26,398 | $426.3 萬 | 0.04% | −759−2.8% | 減碼 |
| AQR Capital Management LLC | 29,654 | $459.8 萬 | 0.00% | +9,891+50.0% | 加碼 |
| GWM Advisors LLC | 28,856 | $466.0 萬 | 0.03% | +2,544+9.7% | 加碼 |