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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 247,634 | $4,521 萬 | 0.04% | +130,937+112.2% | 加碼 |
| Franklin Resources Inc | 253,499 | $4,562 萬 | 0.01% | −7,700−2.9% | 減碼 |
| UBS Group AG | 258,856 | $4,658 萬 | 0.01% | +22,651+9.6% | 加碼 |
| Fiera Capital Corp | 271,764 | $4,890 萬 | 0.17% | −3,565−1.3% | 減碼 |
| Qube Research & Technologies Ltd | 274,387 | $4,938 萬 | 0.07% | +166,285+153.8% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 278,835 | $5,018 萬 | 2.36% | −10,955−3.8% | 減碼 |
| Ancora Advisors, LLC | 281,222 | $5,061 萬 | 1.05% | +850+0.3% | 加碼 |
| Jacobs Levy Equity Management, Inc | 338,103 | $6,084 萬 | 0.24% | +98,581+41.2% | 加碼 |
| Westfield Capital Management Co LP | 345,524 | $6,218 萬 | 0.26% | +59,236+20.7% | 加碼 |
| Handelsbanken Fonder AB | 348,458 | $6,271 萬 | 0.22% | +73,000+26.5% | 加碼 |
| Natixis Advisors, L.P. | 350,267 | $6,303 萬 | 0.10% | −52,496−13.0% | 減碼 |
| GW&K Investment Management, LLC | 386,744 | $6,960 萬 | 0.62% | −28,533−6.9% | 減碼 |
| Van Berkom & Associates Inc. | 396,406 | $7,133 萬 | 2.12% | −5,434−1.4% | 減碼 |
| Thrivent Financial for Lutherans | 406,280 | $7,311 萬 | 0.16% | −87,399−17.7% | 減碼 |
| First Trust Advisors LP | 406,768 | $7,320 萬 | 0.06% | −91,910−18.4% | 減碼 |
| Wells Fargo & Company | 418,871 | $7,538 萬 | 0.02% | +16,065+4.0% | 加碼 |
| Congress Asset Management Co | 438,060 | $7,883 萬 | 0.54% | −66,089−13.1% | 減碼 |
| Envestnet Asset Management Inc | 440,956 | $7,935 萬 | 0.02% | −54,283−11.0% | 減碼 |
| Jennison Associates LLC | 469,653 | $8,451 萬 | 0.05% | +125,049+36.3% | 加碼 |
| Bank of New York Mellon Corp | 474,843 | $8,545 萬 | 0.02% | −9,198−1.9% | 減碼 |
| Goldman Sachs Group Inc | 481,710 | $8,668 萬 | 0.01% | +65,967+15.9% | 加碼 |
| Alliancebernstein L.P. | 488,381 | $8,788 萬 | 0.03% | −19,200−3.8% | 減碼 |
| Ameriprise Financial Inc | 489,697 | $8,807 萬 | 0.02% | −105,578−17.7% | 減碼 |
| Northern Trust Corp | 538,400 | $9,689 萬 | 0.01% | −1,706−0.3% | 減碼 |
| Champlain Investment Partners, LLC | 546,340 | $9,831 萬 | 0.69% | +361,085+194.9% | 加碼 |
| Dimensional Fund Advisors LP | 554,770 | $9,984 萬 | 0.02% | −3,029−0.5% | 減碼 |
| Clearbridge Investments, LLC | 579,902 | $1.04 億 | 0.08% | −54,064−8.5% | 減碼 |
| Charles Schwab Investment Management Inc | 589,739 | $1.06 億 | 0.02% | −9,028−1.5% | 減碼 |
| Morgan Stanley | 623,260 | $1.12 億 | 0.01% | +76,462+14.0% | 加碼 |
| Neuberger Berman Group LLC | 681,791 | $1.23 億 | 0.09% | −18,860−2.7% | 減碼 |
| SEI Investments Co | 690,624 | $1.24 億 | 0.14% | +86,244+14.3% | 加碼 |
| Norges Bank | 704,214 | $1.27 億 | 0.02% | +30,250+4.5% | 加碼 |
| Fiduciary Management Inc | 751,325 | $1.35 億 | 1.30% | −3,616−0.5% | 減碼 |
| Capital International Investors | 798,358 | $1.44 億 | 0.02% | +3,447+0.4% | 加碼 |
| Capital Research Global Investors | 798,836 | $1.44 億 | 0.03% | +294,781+58.5% | 加碼 |
| Invesco Ltd. | 846,640 | $1.52 億 | 0.03% | −69,372−7.6% | 減碼 |
| Raymond James Financial Inc | 874,078 | $1.57 億 | 0.05% | +82,002+10.4% | 加碼 |
| Geode Capital Management, LLC | 1,041,590 | $1.87 億 | 0.01% | +21,132+2.1% | 加碼 |
| Bank of America Corp | 1,041,990 | $1.88 億 | 0.02% | +41,470+4.1% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 1,052,247 | $1.89 億 | 0.12% | −149,299−12.4% | 減碼 |
| Bamco Inc | 1,146,143 | $2.06 億 | 0.56% | +1,964+0.2% | 加碼 |
| Burgundy Asset Management Ltd. | 1,225,966 | $2.21 億 | 2.15% | +36,144+3.0% | 加碼 |
| Wellington Management Group LLP | 1,459,217 | $2.63 億 | 0.05% | +64,069+4.6% | 加碼 |
| FMR LLC | 1,628,556 | $2.93 億 | 0.02% | −55,378−3.3% | 減碼 |
| State Street Corp | 1,716,610 | $3.09 億 | 0.01% | −19,440−1.1% | 減碼 |
| Earnest Partners LLC | 2,472,469 | $4.45 億 | 2.01% | −176,439−6.7% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 3,006,952 | $5.41 億 | 1.29% | +79,993+2.7% | 加碼 |
| Vanguard Group Inc | 5,291,432 | $9.52 億 | 0.02% | −15,172−0.3% | 減碼 |
| BlackRock, Inc. | 5,687,367 | $10.2 億 | 0.02% | +67,588+1.2% | 加碼 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −114,422−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −59,722−100.0% | 清倉 |
| Interval Partners, LP | 0 | $0 | 0.00% | −22,615−100.0% | 清倉 |
| West Coast Financial LLC | 0 | $0 | 0.00% | −17,930−100.0% | 清倉 |
| Omers Administration Corp | 0 | $0 | 0.00% | −13,200−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −13,132−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,608−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −11,085−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −10,870−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −6,698−100.0% | 清倉 |
| Marshall Financial Group LLC | 0 | $0 | 0.00% | −5,860−100.0% | 清倉 |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −5,637−100.0% | 清倉 |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −5,457−100.0% | 清倉 |
| Novem Group | 0 | $0 | 0.00% | −5,432−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −5,262−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −3,911−100.0% | 清倉 |
| United Services Automobile Association | 0 | $0 | 0.00% | −3,438−100.0% | 清倉 |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −2,531−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −2,484−100.0% | 清倉 |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −2,449−100.0% | 清倉 |
| Equitable Trust Co | 0 | $0 | 0.00% | −2,151−100.0% | 清倉 |
| National Bank of Canada | 0 | $0 | 0.00% | −1,990−100.0% | 清倉 |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −1,698−100.0% | 清倉 |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −1,677−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −1,626−100.0% | 清倉 |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −1,584−100.0% | 清倉 |
| Crawford Fund Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −1,495−100.0% | 清倉 |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −1,300−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,032−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −624−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −267−100.0% | 清倉 |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −232−100.0% | 清倉 |
| Motco | 0 | $0 | 0.00% | −179−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −107−100.0% | 清倉 |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −78−100.0% | 清倉 |
| City Holding Co | 0 | $0 | 0.00% | −57−100.0% | 清倉 |
| Washington Trust Co | 0 | $0 | 0.00% | −38−100.0% | 清倉 |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −37−100.0% | 清倉 |
| Millstone Evans Group, LLC | 0 | $0 | 0.00% | −36−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| Quent Capital, LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| South State Corp. | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| American Capital Advisory, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |