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 |
|---|---|---|---|---|---|
| MAI Capital Management | 368 | $6.62 萬 | 0.00% | +268+268.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 393 | $7.10 萬 | 0.00% | +393 | 新進 |
| Eastern Bank | 400 | $7.20 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 401 | $7.22 萬 | 0.00% | +7+1.8% | 加碼 |
| Versant Capital Management, Inc | 406 | $7.31 萬 | 0.01% | +43+11.8% | 加碼 |
| Anchor Investment Management, LLC | 450 | $8.10 萬 | 0.01% | 00.0% | 不變 |
| NBC Securities, Inc. | 484 | $8.70 萬 | 0.01% | −3,280−87.1% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 500 | $9.00 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 530 | $9.54 萬 | 0.00% | −20−3.6% | 減碼 |
| Signaturefd, LLC | 574 | $10.3 萬 | 0.00% | −70−10.9% | 減碼 |
| Skopos Labs, Inc. | 710 | $12.8 萬 | 0.02% | +505+246.3% | 加碼 |
| Park Place Capital Corp | 734 | $13.3 萬 | 0.03% | −15−2.0% | 減碼 |
| Penserra Capital Management LLC | 762 | $13.7 萬 | 0.00% | +762 | 新進 |
| Parallel Advisors, LLC | 793 | $14.3 萬 | 0.00% | −26−3.2% | 減碼 |
| Brown Brothers Harriman & Co | 804 | $14.5 萬 | 0.00% | +241+42.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 886 | $15.9 萬 | 0.00% | +19+2.2% | 加碼 |
| Allworth Financial LP | 887 | $16.0 萬 | 0.00% | +251+39.5% | 加碼 |
| Fourth Dimension Wealth, LLC | 898 | $16.2 萬 | 0.07% | +898 | 新進 |
| AdvisorNet Financial, Inc | 900 | $16.2 萬 | 0.01% | +19+2.2% | 加碼 |
| Huntington National Bank | 1,060 | $19.1 萬 | 0.00% | −244−18.7% | 減碼 |
| Stephenson National Bank & Trust | 1,079 | $19.4 萬 | 0.06% | −158−12.8% | 減碼 |
| Smartleaf Asset Management LLC | 1,072 | $19.6 萬 | 0.02% | −25−2.3% | 減碼 |
| Principal Securities, Inc. | 1,112 | $20.0 萬 | 0.00% | +64+6.1% | 加碼 |
| Vise Technologies, Inc. | 1,113 | $20.0 萬 | 0.01% | +1,113 | 新進 |
| Motley Fool Asset Management LLC | 1,130 | $20.3 萬 | 0.01% | +1,130 | 新進 |
| Covestor Ltd | 1,136 | $20.4 萬 | 0.12% | +146+14.7% | 加碼 |
| Harvest Investment Services, LLC | 1,139 | $20.5 萬 | 0.05% | +1,139 | 新進 |
| Independent Advisor Alliance | 1,141 | $20.5 萬 | 0.01% | +1,141 | 新進 |
| Forum Financial Management, LP | 1,141 | $20.5 萬 | 0.00% | +1,141 | 新進 |
| Moloney Securities Asset Management, LLC | 1,170 | $21.1 萬 | 0.03% | −235−16.7% | 減碼 |
| Johnson Investment Counsel Inc | 1,176 | $21.2 萬 | 0.00% | +1,176 | 新進 |
| Manchester Capital Management LLC | 1,190 | $21.4 萬 | 0.03% | 00.0% | 不變 |
| Corton Capital Inc. | 1,191 | $21.4 萬 | 0.25% | −161−11.9% | 減碼 |
| OneAscent Family Office, LLC | 1,193 | $21.5 萬 | 0.20% | +1,193 | 新進 |
| Meeder Advisory Services, Inc. | 1,208 | $21.7 萬 | 0.01% | +1,208 | 新進 |
| R Squared Ltd | 1,220 | $22.0 萬 | 0.12% | −621−33.7% | 減碼 |
| Impact Capital Partners LLC | 1,221 | $22.0 萬 | 0.07% | −82−6.3% | 減碼 |
| Global Retirement Partners, LLC | 1,221 | $22.0 萬 | 0.01% | +1,221 | 新進 |
| Strategy Asset Managers LLC | 1,236 | $22.2 萬 | 0.04% | −6−0.5% | 減碼 |
| Mutual Advisors, LLC | 1,135 | $22.2 萬 | 0.01% | +1,135 | 新進 |
| Profund Advisors LLC | 1,246 | $22.4 萬 | 0.01% | −75−5.7% | 減碼 |
| Jefferies Financial Group Inc. | 1,267 | $22.8 萬 | 0.00% | −6,641−84.0% | 減碼 |
| Resources Investment Advisors, LLC. | 1,269 | $22.8 萬 | 0.00% | −34−2.6% | 減碼 |
| SCS Capital Management LLC | 1,286 | $23.1 萬 | 0.00% | −69−5.1% | 減碼 |
| 111 Capital | 1,286 | $23.1 萬 | 0.04% | +1,286 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 1,294 | $23.3 萬 | 0.01% | 00.0% | 不變 |
| SummitTX Capital, L.P. | 1,308 | $23.5 萬 | 0.01% | +1,308 | 新進 |
| Ritholtz Wealth Management | 1,378 | $24.8 萬 | 0.01% | −16−1.1% | 減碼 |
| Okabena Investment Services Inc | 1,382 | $24.9 萬 | 0.06% | 00.0% | 不變 |
| KBC Group NV | 1,387 | $25.0 萬 | 0.00% | −908−39.6% | 減碼 |
| Swiss Life Asset Management Ltd | 1,397 | $25.1 萬 | 0.00% | +1,397 | 新進 |
| PFW Advisors LLC | 1,402 | $25.2 萬 | 0.08% | 00.0% | 不變 |
| Umb Bank N A | 1,403 | $25.2 萬 | 0.00% | +31+2.3% | 加碼 |
| Scissortail Wealth Management, LLC | 1,406 | $25.3 萬 | 0.06% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 1,433 | $25.8 萬 | 0.00% | +46+3.3% | 加碼 |
| OneAscent Financial Services LLC | 1,434 | $25.9 萬 | 0.02% | −1,742−54.8% | 減碼 |
| Riverwater Partners LLC | 1,458 | $26.2 萬 | 0.12% | +2+0.1% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 1,460 | $26.5 萬 | 0.12% | −20−1.4% | 減碼 |
| Bessemer Group Inc | 1,499 | $27.0 萬 | 0.00% | −2−0.1% | 減碼 |
| Fifth Third Wealth Advisors LLC | 1,550 | $27.9 萬 | 0.01% | +3+0.2% | 加碼 |
| Brown Miller Wealth Management, LLC | 1,557 | $28.0 萬 | 0.09% | +172+12.4% | 加碼 |
| OneAscent Wealth Management LLC | 1,572 | $28.3 萬 | 0.10% | +87+5.9% | 加碼 |
| Qsemble Capital Management, LP | 1,587 | $28.6 萬 | 0.03% | +1,587 | 新進 |
| Fedenia Advisers LLC | 1,593 | $28.7 萬 | 0.14% | −30−1.8% | 減碼 |
| Serenus Wealth Advisors, LLC | 1,610 | $29.0 萬 | 0.05% | 00.0% | 不變 |
| CIBC Asset Management Inc | 1,644 | $29.6 萬 | 0.00% | 00.0% | 不變 |
| Hamilton Capital Partners Inc. | 1,668 | $30.0 萬 | 0.02% | 00.0% | 不變 |
| Voya Financial Advisors, Inc. | 1,653 | $30.2 萬 | 0.03% | −410−19.9% | 減碼 |
| AE Wealth Management LLC | 1,679 | $30.2 萬 | 0.00% | −166−9.0% | 減碼 |
| IFP Advisors, Inc | 1,682 | $30.3 萬 | 0.01% | +4+0.2% | 加碼 |
| Rehmann Capital Advisory Group | 1,697 | $30.6 萬 | 0.02% | +220+14.9% | 加碼 |
| Diversify Wealth Management, LLC | 1,582 | $30.6 萬 | 0.02% | +159+11.2% | 加碼 |
| Evoke Wealth, LLC | 1,709 | $30.8 萬 | 0.01% | −4,821−73.8% | 減碼 |
| SFMG, LLC | 1,716 | $30.9 萬 | 0.02% | +5+0.3% | 加碼 |
| Net Worth Advisory Group | 1,750 | $31.5 萬 | 0.07% | +63+3.7% | 加碼 |
| Cassaday & Co Wealth Management LLC | 1,783 | $32.1 萬 | 0.01% | −77−4.1% | 減碼 |
| Commonwealth Equity Services, LLC | 1,794 | $32.3 萬 | 0.00% | +77+4.5% | 加碼 |
| Mount Yale Investment Advisors, LLC | 1,802 | $32.4 萬 | 0.03% | −2,028−53.0% | 減碼 |
| Berry Wealth Group, LP | 1,851 | $33.3 萬 | 0.23% | +13+0.7% | 加碼 |
| Quest Partners LLC | 1,857 | $33.4 萬 | 0.03% | −2,170−53.9% | 減碼 |
| Anb Bank | 1,862 | $33.5 萬 | 0.15% | +101+5.7% | 加碼 |
| NewEdge Wealth, LLC | 1,778 | $33.7 萬 | 0.01% | −213−10.7% | 減碼 |
| We Are One Seven, LLC | 1,892 | $34.0 萬 | 0.01% | −71−3.6% | 減碼 |
| Legacy Wealth Asset Management, LLC | 1,916 | $34.5 萬 | 0.09% | +61+3.3% | 加碼 |
| American Trust | 1,920 | $34.6 萬 | 0.03% | +1,920 | 新進 |
| Shelton Capital Management | 1,924 | $34.6 萬 | 0.01% | 00.0% | 不變 |
| Machina Capital S.A.S. | 1,969 | $35.4 萬 | 0.07% | +1,969 | 新進 |
| Ci Investments Inc. | 1,978 | $35.6 萬 | 0.00% | −148−7.0% | 減碼 |
| Alliance Wealth Advisors, LLC | 2,076 | $37.4 萬 | 0.09% | +4+0.2% | 加碼 |
| Wallace Advisory Group, LLC | 2,333 | $37.7 萬 | 0.27% | +1,097+88.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 2,111 | $38.0 萬 | 0.01% | −4,420−67.7% | 減碼 |
| Trajan Wealth LLC | 2,115 | $38.1 萬 | 0.02% | −116−5.2% | 減碼 |
| Lecap Asset Management Ltd | 2,145 | $38.6 萬 | 0.14% | −8,385−79.6% | 減碼 |
| Vista Finance, LLC | 2,228 | $40.1 萬 | 0.35% | +87+4.1% | 加碼 |
| Martingale Asset Management L P | 2,243 | $40.4 萬 | 0.01% | −2,150−48.9% | 減碼 |
| HighPoint Advisor Group LLC | 2,255 | $40.6 萬 | 0.02% | +24+1.1% | 加碼 |
| Sterling Capital Management LLC | 2,258 | $40.6 萬 | 0.01% | −420−15.7% | 減碼 |
| Marshall Wace, LLP | 2,297 | $41.3 萬 | 0.00% | +2,297 | 新進 |
| Jump Financial, LLC | 2,302 | $41.4 萬 | 0.01% | −23,895−91.2% | 減碼 |
| Wealthcare Capital Partners, LLC | 2,310 | $41.6 萬 | 0.21% | +8+0.3% | 加碼 |