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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 3,510 | $56.7 萬 | 0.00% | −2,096−37.4% | 減碼 |
| Ronald Blue Trust, Inc. | 3,494 | $56.4 萬 | 0.01% | −157−4.3% | 減碼 |
| Beverly Hills Private Wealth, LLC | 3,485 | $56.3 萬 | 0.11% | −281−7.5% | 減碼 |
| Walleye Trading LLC | 3,480 | $56.2 萬 | 0.02% | +1,070+44.4% | 加碼 |
| National Asset Management, Inc. | 3,463 | $55.9 萬 | 0.02% | +818+30.9% | 加碼 |
| Newbridge Financial Services Group, Inc. | 3,417 | $55.2 萬 | 0.13% | +3,417 | 新進 |
| Clearstead Advisors, LLC | 3,414 | $55.1 萬 | 0.01% | +343+11.2% | 加碼 |
| United Services Automobile Association | 3,438 | $54.4 萬 | 0.02% | +3,438 | 新進 |
| Dynasty Wealth Management, LLC | 3,293 | $53.2 萬 | 0.01% | +34+1.0% | 加碼 |
| Custom Index Systems, LLC | 3,286 | $53.1 萬 | 0.27% | +696+26.9% | 加碼 |
| OneAscent Financial Services LLC | 3,176 | $51.6 萬 | 0.03% | +1,187+59.7% | 加碼 |
| Mount Lucas Management LP | 3,169 | $51.2 萬 | 0.24% | +3,169 | 新進 |
| OneAscent Investment Solutions LLC | 3,167 | $51.1 萬 | 0.61% | +3,167 | 新進 |
| Glenmede Trust Co NA | 3,161 | $51.1 萬 | 0.00% | −23−0.7% | 減碼 |
| First Bank & Trust | 3,106 | $50.2 萬 | 0.10% | −32−1.0% | 減碼 |
| Wealth Alliance | 3,073 | $49.6 萬 | 0.06% | +25+0.8% | 加碼 |
| Alamea Verwaltungs GmbH | 3,068 | $49.5 萬 | 0.43% | +3,068 | 新進 |
| Utah Retirement Systems | 2,800 | $45.2 萬 | 0.01% | 00.0% | 不變 |
| Cerity Partners LLC | 2,798 | $45.2 萬 | 0.00% | −533−16.0% | 減碼 |
| State of Wyoming | 2,778 | $44.9 萬 | 0.06% | −2,142−43.5% | 減碼 |
| Fiduciary Trust Co | 2,772 | $44.8 萬 | 0.01% | +2,772 | 新進 |
| Axxcess Wealth Management, LLC | 2,770 | $44.7 萬 | 0.01% | −96−3.3% | 減碼 |
| Vident Advisory, LLC | 2,767 | $44.7 萬 | 0.01% | +496+21.8% | 加碼 |
| Sterling Capital Management LLC | 2,678 | $43.2 萬 | 0.01% | −221−7.6% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 2,640 | $42.6 萬 | 0.18% | +2,640 | 新進 |
| Quadrant Capital Group LLC | 2,605 | $42.1 萬 | 0.02% | +2,360+963.3% | 加碼 |
| Mercer Global Advisors Inc | 2,599 | $42.0 萬 | 0.00% | −27−1.0% | 減碼 |
| Outlook Wealth Advisors, LLC | 2,566 | $41.4 萬 | 0.12% | +16+0.6% | 加碼 |
| Counterpoint Mutual Funds LLC | 2,531 | $40.9 萬 | 0.06% | +2,531 | 新進 |
| Jane Street Group, LLC | 2,507 | $40.5 萬 | 0.00% | −14,522−85.3% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 2,494 | $40.3 萬 | 0.01% | +1,079+76.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 2,488 | $40.2 萬 | 0.00% | +1,077+76.3% | 加碼 |
| Allianz Asset Management GmbH | 2,484 | $40.1 萬 | 0.00% | −1,934−43.8% | 減碼 |
| Maryland State Retirement & Pension System | 2,450 | $39.6 萬 | 0.01% | −488−16.6% | 減碼 |
| Financial Advocates Investment Management | 2,449 | $39.6 萬 | 0.03% | +68+2.9% | 加碼 |
| Wealthcare Capital Partners, LLC | 2,302 | $37.2 萬 | 0.19% | +8+0.3% | 加碼 |
| ProShare Advisors LLC | 2,301 | $37.2 萬 | 0.00% | −206−8.2% | 減碼 |
| KBC Group NV | 2,295 | $37.1 萬 | 0.00% | −17,608−88.5% | 減碼 |
| HighPoint Advisor Group LLC | 2,231 | $36.2 萬 | 0.02% | −16−0.7% | 減碼 |
| Trajan Wealth LLC | 2,231 | $36.0 萬 | 0.02% | −90−3.9% | 減碼 |
| Two Sigma Advisers, LP | 2,200 | $35.5 萬 | 0.00% | +2,200 | 新進 |
| Equitable Trust Co | 2,151 | $34.7 萬 | 0.02% | 00.0% | 不變 |
| Vista Finance, LLC | 2,141 | $34.6 萬 | 0.30% | +139+6.9% | 加碼 |
| Ci Investments Inc. | 2,126 | $34.3 萬 | 0.00% | +222+11.7% | 加碼 |
| Cynosure Management, LLC | 2,112 | $34.1 萬 | 0.05% | +433+25.8% | 加碼 |
| Alliance Wealth Advisors, LLC | 2,072 | $33.5 萬 | 0.09% | +2,072 | 新進 |
| EverSource Wealth Advisors, LLC | 2,048 | $33.1 萬 | 0.02% | +290+16.5% | 加碼 |
| Voya Financial Advisors, Inc. | 2,063 | $32.6 萬 | 0.04% | −92−4.3% | 減碼 |
| Versor Investments LP | 2,000 | $32.3 萬 | 0.05% | −2,671−57.2% | 減碼 |
| NewEdge Wealth, LLC | 1,991 | $32.2 萬 | 0.01% | −348−14.9% | 減碼 |
| National Bank of Canada | 1,990 | $32.1 萬 | 0.00% | +1,990 | 新進 |
| We Are One Seven, LLC | 1,963 | $31.7 萬 | 0.01% | +1,963 | 新進 |
| Sowell Financial Services LLC | 1,939 | $31.3 萬 | 0.01% | +1,939 | 新進 |
| Shelton Capital Management | 1,924 | $31.1 萬 | 0.01% | −131−6.4% | 減碼 |
| Cassaday & Co Wealth Management LLC | 1,860 | $30.0 萬 | 0.01% | −119−6.0% | 減碼 |
| Legacy Wealth Asset Management, LLC | 1,855 | $30.0 萬 | 0.08% | +1,855 | 新進 |
| Tower Research Capital LLC (TRC) | 1,845 | $29.8 萬 | 0.01% | −703−27.6% | 減碼 |
| AE Wealth Management LLC | 1,845 | $29.8 萬 | 0.00% | +1,845 | 新進 |
| R Squared Ltd | 1,841 | $29.7 萬 | 0.32% | +224+13.9% | 加碼 |
| Berry Wealth Group, LP | 1,838 | $29.7 萬 | 0.23% | −140−7.1% | 減碼 |
| Anb Bank | 1,761 | $28.4 萬 | 0.13% | +35+2.0% | 加碼 |
| MQS Management LLC | 1,739 | $28.1 萬 | 0.16% | +1,739 | 新進 |
| Twinbeech Capital LP | 1,718 | $27.7 萬 | 0.01% | +1,718 | 新進 |
| Commonwealth Equity Services, LLC | 1,717 | $27.7 萬 | 0.00% | −46−2.6% | 減碼 |
| SFMG, LLC | 1,711 | $27.6 萬 | 0.02% | −1−0.1% | 減碼 |
| IFP Advisors, Inc | 1,678 | $27.5 萬 | 0.01% | +673+67.0% | 加碼 |
| PharVision Advisers, LLC | 1,698 | $27.4 萬 | 0.38% | +1,698 | 新進 |
| Net Worth Advisory Group | 1,687 | $27.2 萬 | 0.09% | −384−18.5% | 減碼 |
| J2 Capital Management Inc | 1,685 | $27.2 萬 | 0.25% | −244−12.6% | 減碼 |
| FourThought Financial Partners, LLC | 1,677 | $27.1 萬 | 0.03% | +20+1.2% | 加碼 |
| Hamilton Capital Partners Inc. | 1,668 | $26.9 萬 | 0.02% | −48−2.8% | 減碼 |
| CIBC Asset Management Inc | 1,644 | $26.6 萬 | 0.00% | +27+1.7% | 加碼 |
| Atria Wealth Solutions, Inc. | 1,626 | $26.3 萬 | 0.00% | +1+0.1% | 加碼 |
| Fedenia Advisers LLC | 1,623 | $26.2 萬 | 0.17% | −48−2.9% | 減碼 |
| Serenus Wealth Advisors, LLC | 1,610 | $26.0 萬 | 0.04% | 00.0% | 不變 |
| TrueMark Investments, LLC | 1,584 | $25.6 萬 | 0.07% | +1,584 | 新進 |
| Fifth Third Wealth Advisors LLC | 1,547 | $25.0 萬 | 0.01% | +5+0.3% | 加碼 |
| Callan Family Office, LLC | 1,500 | $24.2 萬 | 0.02% | +87+6.2% | 加碼 |
| Crawford Fund Management, LLC | 1,500 | $24.2 萬 | 0.16% | +1,500 | 新進 |
| Bessemer Group Inc | 1,501 | $24.2 萬 | 0.00% | −128−7.9% | 減碼 |
| Thoroughbred Financial Services, LLC | 1,495 | $24.1 萬 | 0.02% | 00.0% | 不變 |
| OneAscent Wealth Management LLC | 1,485 | $24.0 萬 | 0.10% | −94−6.0% | 減碼 |
| Hutchens & Kramer Investment Management Group, LLC | 1,480 | $23.9 萬 | 0.13% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 1,477 | $23.9 萬 | 0.02% | −243−14.1% | 減碼 |
| Riverwater Partners LLC | 1,456 | $23.5 萬 | 0.12% | −1,014−41.1% | 減碼 |
| Diversify Wealth Management, LLC | 1,423 | $23.1 萬 | 0.02% | +1,423 | 新進 |
| Scissortail Wealth Management, LLC | 1,406 | $22.7 萬 | 0.06% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 1,405 | $22.7 萬 | 0.03% | −72−4.9% | 減碼 |
| PFW Advisors LLC | 1,402 | $22.6 萬 | 0.07% | 00.0% | 不變 |
| Ritholtz Wealth Management | 1,394 | $22.5 萬 | 0.01% | +5+0.4% | 加碼 |
| Nisa Investment Advisors, LLC | 1,387 | $22.4 萬 | 0.00% | 00.0% | 不變 |
| Brown Miller Wealth Management, LLC | 1,385 | $22.4 萬 | 0.08% | +1,385 | 新進 |
| Okabena Investment Services Inc | 1,382 | $22.3 萬 | 0.06% | 00.0% | 不變 |
| Umb Bank N A | 1,372 | $22.2 萬 | 0.00% | +470+52.1% | 加碼 |
| SCS Capital Management LLC | 1,355 | $21.9 萬 | 0.00% | +1,355 | 新進 |
| Corton Capital Inc. | 1,352 | $21.8 萬 | 0.72% | +1,352 | 新進 |
| Wallace Advisory Group, LLC | 1,236 | $21.5 萬 | 0.15% | +1,236 | 新進 |
| Profund Advisors LLC | 1,321 | $21.3 萬 | 0.01% | −6−0.5% | 減碼 |
| SG Americas Securities, LLC | 1,321 | $21.3 萬 | 0.00% | −16,760−92.7% | 減碼 |
| Huntington National Bank | 1,304 | $21.1 萬 | 0.00% | −12−0.9% | 減碼 |