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 |
|---|---|---|---|---|---|
| Richard Bernstein Advisors LLC | 23,295 | $419.2 萬 | 0.10% | −2,098−8.3% | 減碼 |
| Weil Company, Inc. | 23,479 | $422.5 萬 | 1.11% | −1,649−6.6% | 減碼 |
| Harbor Capital Advisors, Inc. | 23,955 | $431.1 萬 | 0.18% | +3,542+17.4% | 加碼 |
| Dark Forest Capital Management LP | 24,045 | $432.7 萬 | 0.17% | +7,659+46.7% | 加碼 |
| Harbor Advisors LLC | 25,000 | $449.9 萬 | 0.74% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 25,266 | $454.7 萬 | 0.01% | +993+4.1% | 加碼 |
| Dorsey Wright & Associates | 25,669 | $461.9 萬 | 1.10% | +1,227+5.0% | 加碼 |
| Amalgamated Bank | 26,268 | $472.7 萬 | 0.04% | −130−0.5% | 減碼 |
| Pier Capital, LLC | 27,814 | $500.5 萬 | 0.76% | −32,749−54.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 27,674 | $513.4 萬 | 0.01% | −1,429−4.9% | 減碼 |
| GWM Advisors LLC | 29,343 | $528.0 萬 | 0.03% | +487+1.7% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 29,421 | $529.4 萬 | 1.73% | −46−0.2% | 減碼 |
| Aquatic Capital Management LLC | 29,677 | $534.0 萬 | 0.11% | +22,376+306.5% | 加碼 |
| MetLife Investment Management | 29,908 | $538.2 萬 | 0.03% | −288−1.0% | 減碼 |
| Victory Capital Management Inc | 30,216 | $543.7 萬 | 0.00% | −29,397−49.3% | 減碼 |
| BW Gestao de Investimentos Ltda. | 30,400 | $547.0 萬 | 0.52% | +30,400 | 新進 |
| Bell Asset Management Ltd | 30,668 | $551.9 萬 | 1.22% | −13,085−29.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 31,174 | $561.0 萬 | 0.06% | −5,514−15.0% | 減碼 |
| Vestcor Inc | 31,516 | $567.1 萬 | 0.17% | −1,014−3.1% | 減碼 |
| SG Americas Securities, LLC | 31,951 | $575.0 萬 | 0.03% | +30,630+2,318.7% | 加碼 |
| Baird Financial Group, Inc. | 32,263 | $580.6 萬 | 0.01% | −19,206−37.3% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 33,380 | $600.7 萬 | 0.01% | +33,380 | 新進 |
| Geneos Wealth Management Inc. | 33,430 | $601.6 萬 | 0.15% | +12,944+63.2% | 加碼 |
| ExodusPoint Capital Management, LP | 34,770 | $625.7 萬 | 0.08% | +34,770 | 新進 |
| FineMark National Bank & Trust | 35,063 | $631.0 萬 | 0.21% | +212+0.6% | 加碼 |
| Capital Fund Management S.A. | 35,064 | $631.0 萬 | 0.07% | +10,241+41.3% | 加碼 |
| Rheos Capital Works Inc. | 35,400 | $637.0 萬 | 0.37% | −25,000−41.4% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 35,665 | $641.8 萬 | 0.02% | −7,309−17.0% | 減碼 |
| Whittier Trust Co of Nevada Inc | 37,573 | $676.1 萬 | 0.15% | +1,175+3.2% | 加碼 |
| Ensign Peak Advisors, Inc | 37,866 | $681.4 萬 | 0.01% | +3,482+10.1% | 加碼 |
| Price T Rowe Associates Inc | 38,006 | $684.0 萬 | 0.00% | +2,032+5.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 41,074 | $739.1 萬 | 0.01% | −2,441−5.6% | 減碼 |
| HSBC Holdings PLC | 41,334 | $752.3 萬 | 0.00% | −5,338−11.4% | 減碼 |
| Great West Life Assurance Co | 41,902 | $754.5 萬 | 0.01% | −1,220−2.8% | 減碼 |
| Man Group plc | 43,559 | $783.8 萬 | 0.02% | −30−0.1% | 減碼 |
| Van Eck Associates Corp | 44,679 | $804.0 萬 | 0.01% | −7,222−13.9% | 減碼 |
| Comerica Bank | 45,205 | $813.5 萬 | 0.03% | +808+1.8% | 加碼 |
| Hantz Financial Services, Inc. | 45,725 | $822.8 萬 | 0.13% | −5,830−11.3% | 減碼 |
| Magnetar Financial LLC | 45,784 | $823.9 萬 | 0.04% | +27,492+150.3% | 加碼 |
| Prudential Financial Inc | 48,843 | $878.9 萬 | 0.01% | −31,638−39.3% | 減碼 |
| Wealth High Governance Capital Ltda | 49,600 | $892.6 萬 | 2.77% | +49,600 | 新進 |
| California State Teachers Retirement System | 49,929 | $898.5 萬 | 0.01% | +99+0.2% | 加碼 |
| Congress Wealth Management LLC | 49,941 | $898.7 萬 | 0.09% | −13,809−21.7% | 減碼 |
| STRS Ohio | 49,993 | $899.6 萬 | 0.03% | −9,132−15.4% | 減碼 |
| Deutsche Bank AG | 50,163 | $902.7 萬 | 0.00% | +40,557+422.2% | 加碼 |
| Public Employees Retirement System of Ohio | 52,622 | $946.9 萬 | 0.03% | +5,757+12.3% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 55,633 | $1,001 萬 | 2.61% | −941−1.7% | 減碼 |
| Aptus Capital Advisors, LLC | 56,909 | $1,024 萬 | 0.10% | +5,008+9.6% | 加碼 |
| Tudor Investment Corp Et Al | 57,122 | $1,028 萬 | 0.08% | +57,122 | 新進 |
| Mutual of America Capital Management LLC | 58,389 | $1,051 萬 | 0.11% | −1,855−3.1% | 減碼 |
| Retirement Systems of Alabama | 65,743 | $1,183 萬 | 0.04% | −140.0% | 減碼 |
| Bank of Nova Scotia | 66,743 | $1,201 萬 | 0.02% | +62,144+1,351.3% | 加碼 |
| Janus Henderson Group PLC | 68,642 | $1,235 萬 | 0.01% | +43,600+174.1% | 加碼 |
| Edgestream Partners, L.P. | 68,803 | $1,238 萬 | 0.34% | +50,819+282.6% | 加碼 |
| Voloridge Investment Management, LLC | 68,815 | $1,238 萬 | 0.05% | −22,207−24.4% | 減碼 |
| Whittier Trust Co | 69,809 | $1,256 萬 | 0.15% | +1,703+2.5% | 加碼 |
| Two Sigma Investments, LP | 71,307 | $1,283 萬 | 0.02% | +51,753+264.7% | 加碼 |
| Royce & Associates LP | 74,465 | $1,340 萬 | 0.14% | −2,549−3.3% | 減碼 |
| StonePine Asset Management Inc. | 74,495 | $1,341 萬 | 0.09% | +5,100+7.3% | 加碼 |
| Nordea Investment Management AB | 74,469 | $1,349 萬 | 0.01% | −88,235−54.2% | 減碼 |
| Stifel Financial Corp | 80,617 | $1,451 萬 | 0.01% | −7,496−8.5% | 減碼 |
| Montanaro Asset Management Ltd | 81,000 | $1,458 萬 | 3.76% | +1,500+1.9% | 加碼 |
| Segall Bryant & Hamill, LLC | 81,957 | $1,475 萬 | 0.21% | +13,971+20.5% | 加碼 |
| Azora Capital LP | 87,007 | $1,566 萬 | 0.71% | +87,007 | 新進 |
| Trexquant Investment LP | 88,452 | $1,592 萬 | 0.18% | +39,476+80.6% | 加碼 |
| Jane Street Group, LLC | 89,689 | $1,614 萬 | 0.03% | +87,182+3,477.5% | 加碼 |
| California Public Employees Retirement System | 96,514 | $1,737 萬 | 0.01% | +4,584+5.0% | 加碼 |
| LPL Financial LLC | 97,874 | $1,761 萬 | 0.01% | +2,836+3.0% | 加碼 |
| Citadel Advisors LLC | 98,553 | $1,773 萬 | 0.02% | +3,759+4.0% | 加碼 |
| Swiss National Bank | 103,136 | $1,856 萬 | 0.01% | −1,000−1.0% | 減碼 |
| Fenimore Asset Management Inc | 104,225 | $1,876 萬 | 0.37% | +54,151+108.1% | 加碼 |
| Nuveen, LLC | 108,625 | $1,955 萬 | 0.01% | −36,751−25.3% | 減碼 |
| Legal & General Group Plc | 111,112 | $1,999 萬 | 0.00% | +881+0.8% | 加碼 |
| Citigroup Inc | 113,684 | $2,046 萬 | 0.01% | +98,241+636.2% | 加碼 |
| Millennium Management LLC | 114,362 | $2,058 萬 | 0.02% | −3,060−2.6% | 減碼 |
| GHP Investment Advisors, Inc. | 119,440 | $2,149 萬 | 0.95% | −822−0.7% | 減碼 |
| Principal Financial Group Inc | 122,173 | $2,199 萬 | 0.01% | −2,244−1.8% | 減碼 |
| Russell Investments Group, Ltd. | 126,509 | $2,277 萬 | 0.03% | +22,624+21.8% | 加碼 |
| Alps Advisors Inc | 127,518 | $2,295 萬 | 0.13% | −642−0.5% | 減碼 |
| Barclays PLC | 131,507 | $2,366 萬 | 0.01% | −11,642−8.1% | 減碼 |
| AQR Capital Management LLC | 131,534 | $2,367 萬 | 0.02% | +101,880+343.6% | 加碼 |
| Macquarie Group Ltd | 132,682 | $2,388 萬 | 0.03% | −27,667−17.3% | 減碼 |
| New York State Common Retirement Fund | 144,789 | $2,605 萬 | 0.03% | +508+0.4% | 加碼 |
| JPMorgan Chase & Co | 160,212 | $2,883 萬 | 0.00% | −41,578−20.6% | 減碼 |
| Rhumbline Advisers | 163,695 | $2,946 萬 | 0.03% | +1,346+0.8% | 加碼 |
| Flputnam Investment Management Co | 163,874 | $2,949 萬 | 0.51% | −1,150−0.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 167,946 | $3,022 萬 | 0.12% | −25,300−13.1% | 減碼 |
| Brown Advisory Inc | 168,273 | $3,028 萬 | 0.04% | −19,518−10.4% | 減碼 |
| Amundi | 167,711 | $3,077 萬 | 0.01% | +104,278+164.4% | 加碼 |
| Royal Bank of Canada | 175,103 | $3,151 萬 | 0.01% | +125,519+253.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 178,100 | $3,205 萬 | 0.02% | +9,224+5.5% | 加碼 |
| Assenagon Asset Management S.A. | 182,729 | $3,288 萬 | 0.05% | +182,729 | 新進 |
| Renaissance Group LLC | 189,583 | $3,412 萬 | 1.33% | +189,583 | 新進 |
| Eventide Asset Management, LLC | 195,094 | $3,514 萬 | 0.62% | −1,542−0.8% | 減碼 |
| Barlow Wealth Partners, Inc. | 205,578 | $3,772 萬 | 4.51% | +1,764+0.9% | 加碼 |
| UBS Asset Management Americas Inc | 221,885 | $3,993 萬 | 0.01% | +41,251+22.8% | 加碼 |
| HighTower Advisors, LLC | 235,186 | $4,232 萬 | 0.05% | −4,638−1.9% | 減碼 |
| Renaissance Technologies LLC | 236,100 | $4,249 萬 | 0.06% | +85,400+56.7% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 240,486 | $4,328 萬 | 0.13% | +12,055+5.3% | 加碼 |
| Argent Capital Management LLC | 241,587 | $4,347 萬 | 1.24% | +6,012+2.6% | 加碼 |