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 |
|---|---|---|---|---|---|
| Tudor Investment Corp Et Al | 57,122 | $1,028 萬 | 0.08% | +57,122 | 新進 |
| Aptus Capital Advisors, LLC | 56,909 | $1,024 萬 | 0.10% | +5,008+9.6% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 55,633 | $1,001 萬 | 2.61% | −941−1.7% | 減碼 |
| Public Employees Retirement System of Ohio | 52,622 | $946.9 萬 | 0.03% | +5,757+12.3% | 加碼 |
| Deutsche Bank AG | 50,163 | $902.7 萬 | 0.00% | +40,557+422.2% | 加碼 |
| STRS Ohio | 49,993 | $899.6 萬 | 0.03% | −9,132−15.4% | 減碼 |
| Congress Wealth Management LLC | 49,941 | $898.7 萬 | 0.09% | −13,809−21.7% | 減碼 |
| California State Teachers Retirement System | 49,929 | $898.5 萬 | 0.01% | +99+0.2% | 加碼 |
| Wealth High Governance Capital Ltda | 49,600 | $892.6 萬 | 2.77% | +49,600 | 新進 |
| Prudential Financial Inc | 48,843 | $878.9 萬 | 0.01% | −31,638−39.3% | 減碼 |
| Magnetar Financial LLC | 45,784 | $823.9 萬 | 0.04% | +27,492+150.3% | 加碼 |
| Hantz Financial Services, Inc. | 45,725 | $822.8 萬 | 0.13% | −5,830−11.3% | 減碼 |
| Comerica Bank | 45,205 | $813.5 萬 | 0.03% | +808+1.8% | 加碼 |
| Van Eck Associates Corp | 44,679 | $804.0 萬 | 0.01% | −7,222−13.9% | 減碼 |
| Man Group plc | 43,559 | $783.8 萬 | 0.02% | −30−0.1% | 減碼 |
| Great West Life Assurance Co | 41,902 | $754.5 萬 | 0.01% | −1,220−2.8% | 減碼 |
| HSBC Holdings PLC | 41,334 | $752.3 萬 | 0.00% | −5,338−11.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 41,074 | $739.1 萬 | 0.01% | −2,441−5.6% | 減碼 |
| Price T Rowe Associates Inc | 38,006 | $684.0 萬 | 0.00% | +2,032+5.6% | 加碼 |
| Ensign Peak Advisors, Inc | 37,866 | $681.4 萬 | 0.01% | +3,482+10.1% | 加碼 |
| Whittier Trust Co of Nevada Inc | 37,573 | $676.1 萬 | 0.15% | +1,175+3.2% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 35,665 | $641.8 萬 | 0.02% | −7,309−17.0% | 減碼 |
| Rheos Capital Works Inc. | 35,400 | $637.0 萬 | 0.37% | −25,000−41.4% | 減碼 |
| Capital Fund Management S.A. | 35,064 | $631.0 萬 | 0.07% | +10,241+41.3% | 加碼 |
| FineMark National Bank & Trust | 35,063 | $631.0 萬 | 0.21% | +212+0.6% | 加碼 |
| ExodusPoint Capital Management, LP | 34,770 | $625.7 萬 | 0.08% | +34,770 | 新進 |
| Geneos Wealth Management Inc. | 33,430 | $601.6 萬 | 0.15% | +12,944+63.2% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 33,380 | $600.7 萬 | 0.01% | +33,380 | 新進 |
| Baird Financial Group, Inc. | 32,263 | $580.6 萬 | 0.01% | −19,206−37.3% | 減碼 |
| SG Americas Securities, LLC | 31,951 | $575.0 萬 | 0.03% | +30,630+2,318.7% | 加碼 |
| Vestcor Inc | 31,516 | $567.1 萬 | 0.17% | −1,014−3.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 31,174 | $561.0 萬 | 0.06% | −5,514−15.0% | 減碼 |
| Bell Asset Management Ltd | 30,668 | $551.9 萬 | 1.22% | −13,085−29.9% | 減碼 |
| BW Gestao de Investimentos Ltda. | 30,400 | $547.0 萬 | 0.52% | +30,400 | 新進 |
| Victory Capital Management Inc | 30,216 | $543.7 萬 | 0.00% | −29,397−49.3% | 減碼 |
| MetLife Investment Management | 29,908 | $538.2 萬 | 0.03% | −288−1.0% | 減碼 |
| Aquatic Capital Management LLC | 29,677 | $534.0 萬 | 0.11% | +22,376+306.5% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 29,421 | $529.4 萬 | 1.73% | −46−0.2% | 減碼 |
| GWM Advisors LLC | 29,343 | $528.0 萬 | 0.03% | +487+1.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 27,674 | $513.4 萬 | 0.01% | −1,429−4.9% | 減碼 |
| Pier Capital, LLC | 27,814 | $500.5 萬 | 0.76% | −32,749−54.1% | 減碼 |
| Amalgamated Bank | 26,268 | $472.7 萬 | 0.04% | −130−0.5% | 減碼 |
| Dorsey Wright & Associates | 25,669 | $461.9 萬 | 1.10% | +1,227+5.0% | 加碼 |
| Treasurer of the State of North Carolina | 25,266 | $454.7 萬 | 0.01% | +993+4.1% | 加碼 |
| Harbor Advisors LLC | 25,000 | $449.9 萬 | 0.74% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 24,045 | $432.7 萬 | 0.17% | +7,659+46.7% | 加碼 |
| Harbor Capital Advisors, Inc. | 23,955 | $431.1 萬 | 0.18% | +3,542+17.4% | 加碼 |
| Weil Company, Inc. | 23,479 | $422.5 萬 | 1.11% | −1,649−6.6% | 減碼 |
| Richard Bernstein Advisors LLC | 23,295 | $419.2 萬 | 0.10% | −2,098−8.3% | 減碼 |
| Empowered Funds, LLC | 23,246 | $418.3 萬 | 0.05% | +4,728+25.5% | 加碼 |
| US Bancorp | 23,202 | $417.5 萬 | 0.01% | −3,119−11.8% | 減碼 |
| New York State Teachers Retirement System | 23,104 | $415.8 萬 | 0.01% | +5,178+28.9% | 加碼 |
| American Century Companies Inc | 22,490 | $404.7 萬 | 0.00% | −708−3.1% | 減碼 |
| Toroso Investments, LLC | 22,006 | $396.0 萬 | 0.03% | −42−0.2% | 減碼 |
| Bank of Montreal | 21,874 | $393.6 萬 | 0.00% | +1,930+9.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 21,757 | $391.5 萬 | 0.03% | +18,100+494.9% | 加碼 |
| Triasima Portfolio Management inc. | 21,500 | $386.9 萬 | 0.71% | −1,156−5.1% | 減碼 |
| Chase Investment Counsel Corp | 21,145 | $380.5 萬 | 1.22% | +212+1.0% | 加碼 |
| Cerity Partners LLC | 20,726 | $373.0 萬 | 0.01% | +17,928+640.7% | 加碼 |
| Pathstone Holdings, LLC | 20,669 | $371.9 萬 | 0.01% | −1,405−6.4% | 減碼 |
| Hilton Capital Management, LLC | 20,549 | $369.8 萬 | 0.30% | −396−1.9% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 20,351 | $366.2 萬 | 0.03% | +1,201+6.3% | 加碼 |
| PDT Partners, LLC | 20,341 | $366.0 萬 | 0.21% | +10,253+101.6% | 加碼 |
| State of Tennessee, Treasury Department | 20,205 | $363.6 萬 | 0.01% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 20,174 | $363.0 萬 | 0.02% | −284−1.4% | 減碼 |
| Campbell & CO Investment Adviser LLC | 20,149 | $362.6 萬 | 0.23% | +20,149 | 新進 |
| MML Investors Services, LLC | 20,097 | $361.6 萬 | 0.01% | +1,124+5.9% | 加碼 |
| Atria Investments LLC | 19,789 | $356.1 萬 | 0.04% | +2,354+13.5% | 加碼 |
| Horizon Investments, LLC | 19,630 | $353.2 萬 | 0.06% | +19,619+178,354.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 19,100 | $343.7 萬 | 0.01% | −320−1.6% | 減碼 |
| Fifth Third Bancorp | 18,904 | $340.2 萬 | 0.01% | −467−2.4% | 減碼 |
| Yousif Capital Management, LLC | 18,870 | $339.6 萬 | 0.04% | −418−2.2% | 減碼 |
| Daiwa Securities Group Inc. | 18,867 | $339.5 萬 | 0.01% | +1,392+8.0% | 加碼 |
| Cetera Investment Advisers | 18,562 | $334.0 萬 | 0.01% | −3,876−17.3% | 減碼 |
| Sanctuary Advisors, LLC | 18,055 | $324.9 萬 | 0.02% | −50.0% | 減碼 |
| Regions Financial Corp | 17,884 | $321.8 萬 | 0.02% | +4,034+29.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 17,244 | $310.3 萬 | 0.10% | −186−1.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 16,620 | $299.0 萬 | 0.02% | 00.0% | 不變 |
| Monument Capital Management | 16,524 | $297.4 萬 | 0.77% | −850−4.9% | 減碼 |
| Arizona State Retirement System | 15,767 | $283.7 萬 | 0.02% | +348+2.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,750 | $283.4 萬 | 0.01% | +1,228+8.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 15,348 | $276.2 萬 | 0.00% | −1,607−9.5% | 減碼 |
| Voleon Capital Management LP | 15,177 | $273.1 萬 | 0.15% | +6,461+74.1% | 加碼 |
| Louisiana State Employees Retirement System | 15,100 | $271.7 萬 | 0.05% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 14,986 | $269.7 萬 | 0.01% | +1,198+8.7% | 加碼 |
| Engineers Gate Manager LP | 14,754 | $265.5 萬 | 0.03% | +6,158+71.6% | 加碼 |
| Davenport & Co LLC | 14,742 | $265.3 萬 | 0.01% | −4,776−24.5% | 減碼 |
| Canada Pension Plan Investment Board | 14,700 | $264.5 萬 | 0.00% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 14,400 | $259.1 萬 | 0.02% | −294−2.0% | 減碼 |
| Exchange Traded Concepts, LLC | 14,355 | $258.3 萬 | 0.03% | −5,992−29.4% | 減碼 |
| Stegent Equity Advisors, Inc. | 14,262 | $256.6 萬 | 2.27% | +4,988+53.8% | 加碼 |
| Voya Investment Management LLC | 14,118 | $254.1 萬 | 0.00% | +4,303+43.8% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 14,091 | $253.6 萬 | 0.02% | +2,250+19.0% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,820 | $248.7 萬 | 0.01% | +906+7.0% | 加碼 |
| Mariner, LLC | 13,137 | $236.4 萬 | 0.00% | +100+0.8% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 13,089 | $235.5 萬 | 0.28% | +1,092+9.1% | 加碼 |
| Pinebridge Investments, L.P. | 13,033 | $234.5 萬 | 0.02% | −5,001−27.7% | 減碼 |
| State of Michigan Retirement System | 12,900 | $232.1 萬 | 0.01% | 00.0% | 不變 |
| CI Private Wealth, LLC | 12,834 | $230.9 萬 | 0.00% | −1,299−9.2% | 減碼 |
| Illinois Municipal Retirement Fund | 12,764 | $229.7 萬 | 0.03% | −2,117−14.2% | 減碼 |