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 |
|---|---|---|---|---|---|
| J2 Capital Management Inc | 2,315 | $41.7 萬 | 0.33% | +630+37.4% | 加碼 |
| Capstone Investment Advisors, LLC | 2,321 | $41.8 萬 | 0.00% | +2,321 | 新進 |
| Merit Financial Group, LLC | 2,348 | $42.3 萬 | 0.00% | +2,348 | 新進 |
| ProShare Advisors LLC | 2,385 | $42.9 萬 | 0.00% | +84+3.7% | 加碼 |
| Private Advisor Group, LLC | 2,396 | $43.1 萬 | 0.00% | −2,107−46.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,399 | $43.2 萬 | 0.02% | +351+17.1% | 加碼 |
| Maryland State Retirement & Pension System | 2,450 | $44.1 萬 | 0.01% | 00.0% | 不變 |
| Wealth Alliance | 2,472 | $44.5 萬 | 0.05% | −601−19.6% | 減碼 |
| Quadrant Capital Group LLC | 2,495 | $44.9 萬 | 0.02% | −110−4.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,507 | $45.1 萬 | 0.00% | +19+0.8% | 加碼 |
| Outlook Wealth Advisors, LLC | 2,519 | $45.3 萬 | 0.12% | −47−1.8% | 減碼 |
| Cynosure Management, LLC | 2,544 | $45.8 萬 | 0.05% | +432+20.5% | 加碼 |
| Union Bancaire Privee, UBP SA | 2,506 | $45.8 萬 | 0.01% | −3,192−56.0% | 減碼 |
| Polen Capital Management LLC | 2,555 | $46.0 萬 | 0.00% | −29,740−92.1% | 減碼 |
| Mercer Global Advisors Inc | 2,616 | $47.1 萬 | 0.00% | +17+0.7% | 加碼 |
| Aviva PLC | 2,684 | $48.3 萬 | 0.00% | −1,061−28.3% | 減碼 |
| Vident Advisory, LLC | 2,685 | $48.3 萬 | 0.01% | −82−3.0% | 減碼 |
| MQS Management LLC | 2,702 | $48.6 萬 | 0.27% | +963+55.4% | 加碼 |
| Axxcess Wealth Management, LLC | 2,804 | $50.5 萬 | 0.01% | +34+1.2% | 加碼 |
| Sherbrooke Park Advisers LLC | 2,852 | $51.3 萬 | 0.22% | +2,852 | 新進 |
| Utah Retirement Systems | 2,859 | $51.4 萬 | 0.01% | +59+2.1% | 加碼 |
| OneAscent Investment Solutions LLC | 2,883 | $51.9 萬 | 0.55% | −284−9.0% | 減碼 |
| Snowden Capital Advisors LLC | 2,902 | $52.2 萬 | 0.02% | −948−24.6% | 減碼 |
| Dynasty Wealth Management, LLC | 2,908 | $52.3 萬 | 0.01% | −385−11.7% | 減碼 |
| Summit Trail Advisors, LLC | 2,924 | $52.6 萬 | 0.01% | +2,924 | 新進 |
| Newbridge Financial Services Group, Inc. | 2,989 | $53.8 萬 | 0.09% | −428−12.5% | 減碼 |
| Versor Investments LP | 2,995 | $53.9 萬 | 0.09% | +995+49.8% | 加碼 |
| Fiduciary Trust Co | 3,010 | $54.2 萬 | 0.01% | +238+8.6% | 加碼 |
| Clearstead Advisors, LLC | 3,030 | $54.5 萬 | 0.01% | −384−11.2% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 3,040 | $54.7 萬 | 0.01% | +400+15.2% | 加碼 |
| Beverly Hills Private Wealth, LLC | 3,049 | $54.9 萬 | 0.10% | −436−12.5% | 減碼 |
| First Bank & Trust | 3,054 | $55.0 萬 | 0.10% | −52−1.7% | 減碼 |
| Glenmede Investment Management, LP | 3,117 | $56.1 萬 | 0.00% | +3,117 | 新進 |
| Custom Index Systems, LLC | 3,190 | $57.4 萬 | 0.27% | −96−2.9% | 減碼 |
| Diversified Trust Co | 3,203 | $57.6 萬 | 0.01% | +3,203 | 新進 |
| Los Angeles Capital Management LLC | 3,332 | $60.0 萬 | 0.00% | −853−20.4% | 減碼 |
| Kestra Advisory Services, LLC | 3,355 | $60.4 萬 | 0.00% | −155−4.4% | 減碼 |
| National Asset Management, Inc. | 3,380 | $60.8 萬 | 0.03% | −83−2.4% | 減碼 |
| Graham Capital Management, L.P. | 3,426 | $61.7 萬 | 0.02% | +3,426 | 新進 |
| Picton Mahoney Asset Management | 3,434 | $61.9 萬 | 0.01% | +3,434 | 新進 |
| Tower Research Capital LLC (TRC) | 3,465 | $62.4 萬 | 0.02% | +1,620+87.8% | 加碼 |
| Alamea Verwaltungs GmbH | 3,597 | $64.7 萬 | 0.49% | +529+17.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 3,624 | $65.2 萬 | 0.00% | +11+0.3% | 加碼 |
| Keybank National Association | 3,674 | $66.1 萬 | 0.00% | −194−5.0% | 減碼 |
| Hanlon Investment Management, Inc. | 3,697 | $66.5 萬 | 0.48% | −404−9.9% | 減碼 |
| Alpine Woods Capital Investors, LLC | 3,748 | $67.4 萬 | 0.16% | −204−5.2% | 減碼 |
| Ronald Blue Trust, Inc. | 3,784 | $68.1 萬 | 0.01% | +290+8.3% | 加碼 |
| Blueshift Asset Management, LLC | 3,791 | $68.2 萬 | 0.21% | +3,791 | 新進 |
| Guggenheim Capital LLC | 3,798 | $68.3 萬 | 0.01% | −70−1.8% | 減碼 |
| Brookstone Capital Management | 3,846 | $69.2 萬 | 0.01% | −229−5.6% | 減碼 |
| Yorktown Management & Research Co Inc | 3,850 | $69.3 萬 | 0.66% | 00.0% | 不變 |
| Studio Investment Management LLC | 3,910 | $70.4 萬 | 0.14% | −35−0.9% | 減碼 |
| Naples Global Advisors, LLC | 3,975 | $71.5 萬 | 0.06% | −255−6.0% | 減碼 |
| State of Wyoming | 3,987 | $71.7 萬 | 0.09% | +1,209+43.5% | 加碼 |
| Clifford Group, LLC | 4,026 | $72.5 萬 | 0.60% | −7−0.2% | 減碼 |
| Janney Montgomery Scott LLC | 4,072 | $73.3 萬 | 0.00% | −86,609−95.5% | 減碼 |
| Gsa Capital Partners LLP | 4,103 | $73.8 萬 | 0.05% | +4,103 | 新進 |
| M&T Bank Corp | 4,127 | $74.3 萬 | 0.00% | +426+11.5% | 加碼 |
| Securian Asset Management, Inc | 4,151 | $74.7 萬 | 0.02% | 00.0% | 不變 |
| TownSquare Capital, LLC | 4,172 | $75.1 萬 | 0.07% | −38,316−90.2% | 減碼 |
| Avantax Advisory Services, Inc. | 4,192 | $75.4 萬 | 0.00% | −94−2.2% | 減碼 |
| Sendero Wealth Management, LLC | 4,312 | $77.6 萬 | 0.10% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 4,314 | $77.6 萬 | 0.15% | −4,734−52.3% | 減碼 |
| Commerce Bank | 4,330 | $77.9 萬 | 0.00% | 00.0% | 不變 |
| Bridges Investment Management Inc | 4,487 | $80.7 萬 | 0.01% | +366+8.9% | 加碼 |
| Sowell Financial Services LLC | 4,516 | $81.3 萬 | 0.03% | +2,577+132.9% | 加碼 |
| Portside Wealth Group, LLC | 4,539 | $81.7 萬 | 0.12% | +199+4.6% | 加碼 |
| Aigen Investment Management, LP | 4,580 | $82.4 萬 | 0.11% | +937+25.7% | 加碼 |
| Callan Family Office, LLC | 4,688 | $84.4 萬 | 0.03% | +3,188+212.5% | 加碼 |
| GAMMA Investing LLC | 4,718 | $84.9 萬 | 0.05% | +468+11.0% | 加碼 |
| Pacer Advisors, Inc. | 4,750 | $85.5 萬 | 0.00% | +4,750 | 新進 |
| Vestmark Advisory Solutions, Inc. | 4,758 | $85.6 萬 | 0.01% | +2,264+90.8% | 加碼 |
| Farringdon Capital, Ltd. | 4,823 | $86.8 萬 | 0.29% | +4,823 | 新進 |
| Captrust Financial Advisors | 4,861 | $87.5 萬 | 0.00% | −101−2.0% | 減碼 |
| CWM Advisors, LLC | 4,884 | $87.9 萬 | 0.10% | +4,884 | 新進 |
| Sequoia Financial Advisors, LLC | 4,905 | $88.3 萬 | 0.01% | +4,905 | 新進 |
| D. E. Shaw & Co., Inc. | 4,953 | $89.1 萬 | 0.00% | −42−0.8% | 減碼 |
| First Eagle Investment Management, LLC | 4,996 | $89.9 萬 | 0.00% | +799+19.0% | 加碼 |
| Federated Hermes, Inc. | 5,021 | $90.4 萬 | 0.00% | −95−1.9% | 減碼 |
| Numerai GP LLC | 5,079 | $91.4 萬 | 0.13% | +5,079 | 新進 |
| Isthmus Partners, LLC | 5,080 | $91.4 萬 | 0.11% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 5,129 | $92.3 萬 | 0.00% | −347−6.3% | 減碼 |
| Bayforest Capital Ltd | 5,188 | $93.4 萬 | 0.41% | −927−15.2% | 減碼 |
| Moneta Group Investment Advisors LLC | 5,194 | $93.5 萬 | 0.01% | +29+0.6% | 加碼 |
| Norden Group LLC | 5,248 | $94.4 萬 | 0.10% | +310+6.3% | 加碼 |
| Walleye Trading LLC | 5,283 | $95.1 萬 | 0.02% | +1,803+51.8% | 加碼 |
| Ethic Inc. | 5,265 | $96.1 萬 | 0.02% | +276+5.5% | 加碼 |
| Brevan Howard Capital Management LP | 5,382 | $96.8 萬 | 0.01% | +5,382 | 新進 |
| QRG Capital Management, Inc. | 5,457 | $98.2 萬 | 0.01% | +470+9.4% | 加碼 |
| Crossmark Global Holdings, Inc. | 5,472 | $98.5 萬 | 0.02% | +826+17.8% | 加碼 |
| Connable Office Inc | 5,576 | $100.3 萬 | 0.10% | −884−13.7% | 減碼 |
| Two Sigma Advisers, LP | 5,600 | $100.8 萬 | 0.00% | +3,400+154.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 5,740 | $103.3 萬 | 0.00% | +5,740 | 新進 |
| Resources Management Corp | 5,845 | $105.2 萬 | 0.14% | +55+0.9% | 加碼 |
| TD Asset Management Inc | 5,900 | $106.2 萬 | 0.00% | 00.0% | 不變 |
| Scott Marsh Financial, LLC | 5,973 | $107.5 萬 | 0.40% | +5,973 | 新進 |
| Intrust Bank NA | 6,004 | $108.0 萬 | 0.10% | +892+17.4% | 加碼 |
| King Luther Capital Management Corp | 6,025 | $108.4 萬 | 0.00% | +6,025 | 新進 |
| Jones Financial Companies LLLP | 5,948 | $108.4 萬 | 0.00% | −125−2.1% | 減碼 |
| State of Alaska, Department of Revenue | 6,050 | $108.8 萬 | 0.01% | −280−4.4% | 減碼 |