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 2 季 13F 持有人
Houlihan Lokey, Inc. 在 2025/6/30 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
- 549
- 較 2025 年第 1 季 +28 家
- 持有股數
- 5,515 萬
- 較 2025 年第 1 季 +192.4 萬 (+3.6%)
- 總市值
- $99.3 億
- 較 2025 年第 1 季 +$13.3 億 (+15.5%)
- 新進機構
- 80
- 另有 192 家加碼
- 清倉機構
- 52
- 另有 208 家減碼
另有 4 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,687,367 | $10.2 億 | 0.02% | +67,588+1.2% | 加碼 |
| Vanguard Group Inc | 5,291,432 | $9.52 億 | 0.02% | −15,172−0.3% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 3,006,952 | $5.41 億 | 1.29% | +79,993+2.7% | 加碼 |
| Earnest Partners LLC | 2,472,469 | $4.45 億 | 2.01% | −176,439−6.7% | 減碼 |
| State Street Corp | 1,716,610 | $3.09 億 | 0.01% | −19,440−1.1% | 減碼 |
| FMR LLC | 1,628,556 | $2.93 億 | 0.02% | −55,378−3.3% | 減碼 |
| Wellington Management Group LLP | 1,459,217 | $2.63 億 | 0.05% | +64,069+4.6% | 加碼 |
| Burgundy Asset Management Ltd. | 1,225,966 | $2.21 億 | 2.15% | +36,144+3.0% | 加碼 |
| Bamco Inc | 1,146,143 | $2.06 億 | 0.56% | +1,964+0.2% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 1,052,247 | $1.89 億 | 0.12% | −149,299−12.4% | 減碼 |
| Bank of America Corp | 1,041,990 | $1.88 億 | 0.02% | +41,470+4.1% | 加碼 |
| Geode Capital Management, LLC | 1,041,590 | $1.87 億 | 0.01% | +21,132+2.1% | 加碼 |
| Raymond James Financial Inc | 874,078 | $1.57 億 | 0.05% | +82,002+10.4% | 加碼 |
| Invesco Ltd. | 846,640 | $1.52 億 | 0.03% | −69,372−7.6% | 減碼 |
| Capital Research Global Investors | 798,836 | $1.44 億 | 0.03% | +294,781+58.5% | 加碼 |
| Capital International Investors | 798,358 | $1.44 億 | 0.02% | +3,447+0.4% | 加碼 |
| Fiduciary Management Inc | 751,325 | $1.35 億 | 1.30% | −3,616−0.5% | 減碼 |
| Norges Bank | 704,214 | $1.27 億 | 0.02% | +30,250+4.5% | 加碼 |
| SEI Investments Co | 690,624 | $1.24 億 | 0.14% | +86,244+14.3% | 加碼 |
| Neuberger Berman Group LLC | 681,791 | $1.23 億 | 0.09% | −18,860−2.7% | 減碼 |
| Morgan Stanley | 623,260 | $1.12 億 | 0.01% | +76,462+14.0% | 加碼 |
| Charles Schwab Investment Management Inc | 589,739 | $1.06 億 | 0.02% | −9,028−1.5% | 減碼 |
| Clearbridge Investments, LLC | 579,902 | $1.04 億 | 0.08% | −54,064−8.5% | 減碼 |
| Dimensional Fund Advisors LP | 554,770 | $9,984 萬 | 0.02% | −3,029−0.5% | 減碼 |
| Champlain Investment Partners, LLC | 546,340 | $9,831 萬 | 0.69% | +361,085+194.9% | 加碼 |
| Northern Trust Corp | 538,400 | $9,689 萬 | 0.01% | −1,706−0.3% | 減碼 |
| Ameriprise Financial Inc | 489,697 | $8,807 萬 | 0.02% | −105,578−17.7% | 減碼 |
| Alliancebernstein L.P. | 488,381 | $8,788 萬 | 0.03% | −19,200−3.8% | 減碼 |
| Goldman Sachs Group Inc | 481,710 | $8,668 萬 | 0.01% | +65,967+15.9% | 加碼 |
| Bank of New York Mellon Corp | 474,843 | $8,545 萬 | 0.02% | −9,198−1.9% | 減碼 |
| Jennison Associates LLC | 469,653 | $8,451 萬 | 0.05% | +125,049+36.3% | 加碼 |
| Envestnet Asset Management Inc | 440,956 | $7,935 萬 | 0.02% | −54,283−11.0% | 減碼 |
| Congress Asset Management Co | 438,060 | $7,883 萬 | 0.54% | −66,089−13.1% | 減碼 |
| Wells Fargo & Company | 418,871 | $7,538 萬 | 0.02% | +16,065+4.0% | 加碼 |
| First Trust Advisors LP | 406,768 | $7,320 萬 | 0.06% | −91,910−18.4% | 減碼 |
| Thrivent Financial for Lutherans | 406,280 | $7,311 萬 | 0.16% | −87,399−17.7% | 減碼 |
| Van Berkom & Associates Inc. | 396,406 | $7,133 萬 | 2.12% | −5,434−1.4% | 減碼 |
| GW&K Investment Management, LLC | 386,744 | $6,960 萬 | 0.62% | −28,533−6.9% | 減碼 |
| Natixis Advisors, L.P. | 350,267 | $6,303 萬 | 0.10% | −52,496−13.0% | 減碼 |
| Handelsbanken Fonder AB | 348,458 | $6,271 萬 | 0.22% | +73,000+26.5% | 加碼 |
| Westfield Capital Management Co LP | 345,524 | $6,218 萬 | 0.26% | +59,236+20.7% | 加碼 |
| Jacobs Levy Equity Management, Inc | 338,103 | $6,084 萬 | 0.24% | +98,581+41.2% | 加碼 |
| Ancora Advisors, LLC | 281,222 | $5,061 萬 | 1.05% | +850+0.3% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 278,835 | $5,018 萬 | 2.36% | −10,955−3.8% | 減碼 |
| Qube Research & Technologies Ltd | 274,387 | $4,938 萬 | 0.07% | +166,285+153.8% | 加碼 |
| Fiera Capital Corp | 271,764 | $4,890 萬 | 0.17% | −3,565−1.3% | 減碼 |
| UBS Group AG | 258,856 | $4,658 萬 | 0.01% | +22,651+9.6% | 加碼 |
| Franklin Resources Inc | 253,499 | $4,562 萬 | 0.01% | −7,700−2.9% | 減碼 |
| Schroder Investment Management Group | 247,634 | $4,521 萬 | 0.04% | +130,937+112.2% | 加碼 |
| Argent Capital Management LLC | 241,587 | $4,347 萬 | 1.24% | +6,012+2.6% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 240,486 | $4,328 萬 | 0.13% | +12,055+5.3% | 加碼 |
| Renaissance Technologies LLC | 236,100 | $4,249 萬 | 0.06% | +85,400+56.7% | 加碼 |
| HighTower Advisors, LLC | 235,186 | $4,232 萬 | 0.05% | −4,638−1.9% | 減碼 |
| UBS Asset Management Americas Inc | 221,885 | $3,993 萬 | 0.01% | +41,251+22.8% | 加碼 |
| Barlow Wealth Partners, Inc. | 205,578 | $3,772 萬 | 4.51% | +1,764+0.9% | 加碼 |
| Eventide Asset Management, LLC | 195,094 | $3,514 萬 | 0.62% | −1,542−0.8% | 減碼 |
| Renaissance Group LLC | 189,583 | $3,412 萬 | 1.33% | +189,583 | 新進 |
| Assenagon Asset Management S.A. | 182,729 | $3,288 萬 | 0.05% | +182,729 | 新進 |
| BNP Paribas Arbitrage, SA | 178,100 | $3,205 萬 | 0.02% | +9,224+5.5% | 加碼 |
| Royal Bank of Canada | 175,103 | $3,151 萬 | 0.01% | +125,519+253.1% | 加碼 |
| Amundi | 167,711 | $3,077 萬 | 0.01% | +104,278+164.4% | 加碼 |
| Brown Advisory Inc | 168,273 | $3,028 萬 | 0.04% | −19,518−10.4% | 減碼 |
| Public Employees Retirement Association of Colorado | 167,946 | $3,022 萬 | 0.12% | −25,300−13.1% | 減碼 |
| Flputnam Investment Management Co | 163,874 | $2,949 萬 | 0.51% | −1,150−0.7% | 減碼 |
| Rhumbline Advisers | 163,695 | $2,946 萬 | 0.03% | +1,346+0.8% | 加碼 |
| JPMorgan Chase & Co | 160,212 | $2,883 萬 | 0.00% | −41,578−20.6% | 減碼 |
| New York State Common Retirement Fund | 144,789 | $2,605 萬 | 0.03% | +508+0.4% | 加碼 |
| Macquarie Group Ltd | 132,682 | $2,388 萬 | 0.03% | −27,667−17.3% | 減碼 |
| AQR Capital Management LLC | 131,534 | $2,367 萬 | 0.02% | +101,880+343.6% | 加碼 |
| Barclays PLC | 131,507 | $2,366 萬 | 0.01% | −11,642−8.1% | 減碼 |
| Alps Advisors Inc | 127,518 | $2,295 萬 | 0.13% | −642−0.5% | 減碼 |
| Russell Investments Group, Ltd. | 126,509 | $2,277 萬 | 0.03% | +22,624+21.8% | 加碼 |
| Principal Financial Group Inc | 122,173 | $2,199 萬 | 0.01% | −2,244−1.8% | 減碼 |
| GHP Investment Advisors, Inc. | 119,440 | $2,149 萬 | 0.95% | −822−0.7% | 減碼 |
| Millennium Management LLC | 114,362 | $2,058 萬 | 0.02% | −3,060−2.6% | 減碼 |
| Citigroup Inc | 113,684 | $2,046 萬 | 0.01% | +98,241+636.2% | 加碼 |
| Legal & General Group Plc | 111,112 | $1,999 萬 | 0.00% | +881+0.8% | 加碼 |
| Nuveen, LLC | 108,625 | $1,955 萬 | 0.01% | −36,751−25.3% | 減碼 |
| Fenimore Asset Management Inc | 104,225 | $1,876 萬 | 0.37% | +54,151+108.1% | 加碼 |
| Swiss National Bank | 103,136 | $1,856 萬 | 0.01% | −1,000−1.0% | 減碼 |
| Citadel Advisors LLC | 98,553 | $1,773 萬 | 0.02% | +3,759+4.0% | 加碼 |
| LPL Financial LLC | 97,874 | $1,761 萬 | 0.01% | +2,836+3.0% | 加碼 |
| California Public Employees Retirement System | 96,514 | $1,737 萬 | 0.01% | +4,584+5.0% | 加碼 |
| Jane Street Group, LLC | 89,689 | $1,614 萬 | 0.03% | +87,182+3,477.5% | 加碼 |
| Trexquant Investment LP | 88,452 | $1,592 萬 | 0.18% | +39,476+80.6% | 加碼 |
| Azora Capital LP | 87,007 | $1,566 萬 | 0.71% | +87,007 | 新進 |
| Segall Bryant & Hamill, LLC | 81,957 | $1,475 萬 | 0.21% | +13,971+20.5% | 加碼 |
| Montanaro Asset Management Ltd | 81,000 | $1,458 萬 | 3.76% | +1,500+1.9% | 加碼 |
| Stifel Financial Corp | 80,617 | $1,451 萬 | 0.01% | −7,496−8.5% | 減碼 |
| Nordea Investment Management AB | 74,469 | $1,349 萬 | 0.01% | −88,235−54.2% | 減碼 |
| StonePine Asset Management Inc. | 74,495 | $1,341 萬 | 0.09% | +5,100+7.3% | 加碼 |
| Royce & Associates LP | 74,465 | $1,340 萬 | 0.14% | −2,549−3.3% | 減碼 |
| Two Sigma Investments, LP | 71,307 | $1,283 萬 | 0.02% | +51,753+264.7% | 加碼 |
| Whittier Trust Co | 69,809 | $1,256 萬 | 0.15% | +1,703+2.5% | 加碼 |
| Voloridge Investment Management, LLC | 68,815 | $1,238 萬 | 0.05% | −22,207−24.4% | 減碼 |
| Edgestream Partners, L.P. | 68,803 | $1,238 萬 | 0.34% | +50,819+282.6% | 加碼 |
| Janus Henderson Group PLC | 68,642 | $1,235 萬 | 0.01% | +43,600+174.1% | 加碼 |
| Bank of Nova Scotia | 66,743 | $1,201 萬 | 0.02% | +62,144+1,351.3% | 加碼 |
| Retirement Systems of Alabama | 65,743 | $1,183 萬 | 0.04% | −140.0% | 減碼 |
| Mutual of America Capital Management LLC | 58,389 | $1,051 萬 | 0.11% | −1,855−3.1% | 減碼 |