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 |
|---|---|---|---|---|---|
| Mount Lucas Management LP | 6,106 | $109.9 萬 | 0.52% | +2,937+92.7% | 加碼 |
| Fulton Bank, N.A. | 6,180 | $111.2 萬 | 0.04% | −634−9.3% | 減碼 |
| James Investment Research Inc | 6,341 | $114.1 萬 | 0.14% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 6,430 | $115.7 萬 | 0.01% | −1,726−21.2% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,452 | $116.1 萬 | 0.00% | −782−10.8% | 減碼 |
| Taylor Frigon Capital Management LLC | 6,675 | $120.1 萬 | 0.64% | −97−1.4% | 減碼 |
| Bokf, NA | 6,745 | $121.4 萬 | 0.02% | +6,745 | 新進 |
| Integrated Wealth Concepts LLC | 6,775 | $121.9 萬 | 0.01% | −4,660−40.8% | 減碼 |
| Algert Global LLC | 6,776 | $121.9 萬 | 0.03% | −7,580−52.8% | 減碼 |
| Gibbs Wealth Management | 6,855 | $123.4 萬 | 0.24% | +1,002+17.1% | 加碼 |
| Smith Group Asset Management, LLC | 7,320 | $131.7 萬 | 0.09% | +2,990+69.1% | 加碼 |
| Advisory Services Network, LLC | 7,138 | $136.1 萬 | 0.02% | +496+7.5% | 加碼 |
| Fox Run Management, L.L.C. | 7,681 | $138.2 萬 | 0.23% | +7,681 | 新進 |
| Truist Financial Corp | 7,827 | $140.8 萬 | 0.00% | −1,334−14.6% | 減碼 |
| Xponance, Inc. | 7,958 | $143.2 萬 | 0.01% | +1,308+19.7% | 加碼 |
| Pictet Asset Management Holding SA | 7,967 | $143.4 萬 | 0.00% | +84+1.1% | 加碼 |
| Highland Capital Management, LLC | 8,062 | $145.1 萬 | 0.08% | +8,062 | 新進 |
| Dynamic Technology Lab Private Ltd | 8,120 | $146.1 萬 | 0.20% | +8,120 | 新進 |
| Susquehanna International Group, LLP | 8,213 | $147.8 萬 | 0.00% | +8,213 | 新進 |
| Creative Planning | 8,354 | $150.3 萬 | 0.00% | +899+12.1% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 8,414 | $151.4 萬 | 0.01% | −747−8.2% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,509 | $153.1 萬 | 0.05% | −21−0.2% | 減碼 |
| Linden Thomas Advisory Services, LLC | 8,771 | $157.8 萬 | 0.17% | −1,425−14.0% | 減碼 |
| Verition Fund Management LLC | 8,824 | $158.8 萬 | 0.01% | −12,154−57.9% | 減碼 |
| Prana Capital Management, LP | 8,829 | $158.9 萬 | 0.06% | −25,502−74.3% | 減碼 |
| JustInvest LLC | 8,940 | $160.9 萬 | 0.02% | +1,408+18.7% | 加碼 |
| Park Avenue Securities LLC | 9,042 | $162.7 萬 | 0.01% | −141−1.5% | 減碼 |
| CWM, LLC | 9,242 | $166.3 萬 | 0.01% | −52−0.6% | 減碼 |
| Nebula Research & Development LLC | 9,273 | $166.9 萬 | 0.14% | +5,001+117.1% | 加碼 |
| Lazard Asset Management LLC | 9,387 | $168.9 萬 | 0.00% | +88+0.9% | 加碼 |
| Crawford Investment Counsel Inc | 9,471 | $170.4 萬 | 0.03% | −2,110−18.2% | 減碼 |
| Entropy Technologies, LP | 9,713 | $174.8 萬 | 0.14% | −1,903−16.4% | 減碼 |
| Advisor Group Holdings, Inc. | 10,258 | $183.8 萬 | 0.00% | +1,296+14.5% | 加碼 |
| Brinker Capital Investments, LLC | 10,574 | $190.3 萬 | 0.02% | −16−0.2% | 減碼 |
| New Mexico Educational Retirement Board | 10,600 | $190.7 萬 | 0.06% | 00.0% | 不變 |
| Spears Abacus Advisors LLC | 10,609 | $190.9 萬 | 0.04% | −999−8.6% | 減碼 |
| Assetmark, Inc | 10,667 | $192.0 萬 | 0.00% | +14+0.1% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 10,911 | $196.3 萬 | 0.44% | +10,911 | 新進 |
| Oregon Public Employees Retirement Fund | 11,005 | $198.0 萬 | 0.03% | 00.0% | 不變 |
| FIL Ltd | 11,119 | $200.1 萬 | 0.00% | −68−0.6% | 減碼 |
| KLP Kapitalforvaltning AS | 11,200 | $201.5 萬 | 0.01% | −1,000−8.2% | 減碼 |
| Quantinno Capital Management LP | 11,256 | $202.6 萬 | 0.01% | +2,167+23.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 11,800 | $212.3 萬 | 0.01% | −1,933−14.1% | 減碼 |
| New Age Alpha Advisors, LLC | 11,819 | $212.7 萬 | 0.09% | +958+8.8% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 12,010 | $216.1 萬 | 0.03% | −20.0% | 減碼 |
| FJ Capital Management LLC | 12,082 | $217.4 萬 | 0.23% | +12,082 | 新進 |
| Quantbot Technologies LP | 12,341 | $222.1 萬 | 0.06% | −8,305−40.2% | 減碼 |
| Centiva Capital, LP | 12,475 | $224.5 萬 | 0.15% | +2,014+19.3% | 加碼 |
| Twinbeech Capital LP | 12,506 | $225.0 萬 | 0.05% | +10,788+627.9% | 加碼 |
| Illinois Municipal Retirement Fund | 12,764 | $229.7 萬 | 0.03% | −2,117−14.2% | 減碼 |
| CI Private Wealth, LLC | 12,834 | $230.9 萬 | 0.00% | −1,299−9.2% | 減碼 |
| State of Michigan Retirement System | 12,900 | $232.1 萬 | 0.01% | 00.0% | 不變 |
| Pinebridge Investments, L.P. | 13,033 | $234.5 萬 | 0.02% | −5,001−27.7% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 13,089 | $235.5 萬 | 0.28% | +1,092+9.1% | 加碼 |
| Mariner, LLC | 13,137 | $236.4 萬 | 0.00% | +100+0.8% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,820 | $248.7 萬 | 0.01% | +906+7.0% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 14,091 | $253.6 萬 | 0.02% | +2,250+19.0% | 加碼 |
| Voya Investment Management LLC | 14,118 | $254.1 萬 | 0.00% | +4,303+43.8% | 加碼 |
| Stegent Equity Advisors, Inc. | 14,262 | $256.6 萬 | 2.27% | +4,988+53.8% | 加碼 |
| Exchange Traded Concepts, LLC | 14,355 | $258.3 萬 | 0.03% | −5,992−29.4% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 14,400 | $259.1 萬 | 0.02% | −294−2.0% | 減碼 |
| Canada Pension Plan Investment Board | 14,700 | $264.5 萬 | 0.00% | 00.0% | 不變 |
| Davenport & Co LLC | 14,742 | $265.3 萬 | 0.01% | −4,776−24.5% | 減碼 |
| Engineers Gate Manager LP | 14,754 | $265.5 萬 | 0.03% | +6,158+71.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 14,986 | $269.7 萬 | 0.01% | +1,198+8.7% | 加碼 |
| Louisiana State Employees Retirement System | 15,100 | $271.7 萬 | 0.05% | 00.0% | 不變 |
| Voleon Capital Management LP | 15,177 | $273.1 萬 | 0.15% | +6,461+74.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 15,348 | $276.2 萬 | 0.00% | −1,607−9.5% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,750 | $283.4 萬 | 0.01% | +1,228+8.5% | 加碼 |
| Arizona State Retirement System | 15,767 | $283.7 萬 | 0.02% | +348+2.3% | 加碼 |
| Monument Capital Management | 16,524 | $297.4 萬 | 0.77% | −850−4.9% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 16,620 | $299.0 萬 | 0.02% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 17,244 | $310.3 萬 | 0.10% | −186−1.1% | 減碼 |
| Regions Financial Corp | 17,884 | $321.8 萬 | 0.02% | +4,034+29.1% | 加碼 |
| Sanctuary Advisors, LLC | 18,055 | $324.9 萬 | 0.02% | −50.0% | 減碼 |
| Cetera Investment Advisers | 18,562 | $334.0 萬 | 0.01% | −3,876−17.3% | 減碼 |
| Daiwa Securities Group Inc. | 18,867 | $339.5 萬 | 0.01% | +1,392+8.0% | 加碼 |
| Yousif Capital Management, LLC | 18,870 | $339.6 萬 | 0.04% | −418−2.2% | 減碼 |
| Fifth Third Bancorp | 18,904 | $340.2 萬 | 0.01% | −467−2.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 19,100 | $343.7 萬 | 0.01% | −320−1.6% | 減碼 |
| Horizon Investments, LLC | 19,630 | $353.2 萬 | 0.06% | +19,619+178,354.5% | 加碼 |
| Atria Investments LLC | 19,789 | $356.1 萬 | 0.04% | +2,354+13.5% | 加碼 |
| MML Investors Services, LLC | 20,097 | $361.6 萬 | 0.01% | +1,124+5.9% | 加碼 |
| Campbell & CO Investment Adviser LLC | 20,149 | $362.6 萬 | 0.23% | +20,149 | 新進 |
| Teacher Retirement System of Texas | 20,174 | $363.0 萬 | 0.02% | −284−1.4% | 減碼 |
| State of Tennessee, Treasury Department | 20,205 | $363.6 萬 | 0.01% | 00.0% | 不變 |
| PDT Partners, LLC | 20,341 | $366.0 萬 | 0.21% | +10,253+101.6% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 20,351 | $366.2 萬 | 0.03% | +1,201+6.3% | 加碼 |
| Hilton Capital Management, LLC | 20,549 | $369.8 萬 | 0.30% | −396−1.9% | 減碼 |
| Pathstone Holdings, LLC | 20,669 | $371.9 萬 | 0.01% | −1,405−6.4% | 減碼 |
| Cerity Partners LLC | 20,726 | $373.0 萬 | 0.01% | +17,928+640.7% | 加碼 |
| Chase Investment Counsel Corp | 21,145 | $380.5 萬 | 1.22% | +212+1.0% | 加碼 |
| Triasima Portfolio Management inc. | 21,500 | $386.9 萬 | 0.71% | −1,156−5.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 21,757 | $391.5 萬 | 0.03% | +18,100+494.9% | 加碼 |
| Bank of Montreal | 21,874 | $393.6 萬 | 0.00% | +1,930+9.7% | 加碼 |
| Toroso Investments, LLC | 22,006 | $396.0 萬 | 0.03% | −42−0.2% | 減碼 |
| American Century Companies Inc | 22,490 | $404.7 萬 | 0.00% | −708−3.1% | 減碼 |
| New York State Teachers Retirement System | 23,104 | $415.8 萬 | 0.01% | +5,178+28.9% | 加碼 |
| US Bancorp | 23,202 | $417.5 萬 | 0.01% | −3,119−11.8% | 減碼 |
| Empowered Funds, LLC | 23,246 | $418.3 萬 | 0.05% | +4,728+25.5% | 加碼 |