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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 3,798 | $68.3 萬 | 0.01% | −70−1.8% | 減碼 |
| Blueshift Asset Management, LLC | 3,791 | $68.2 萬 | 0.21% | +3,791 | 新進 |
| Ronald Blue Trust, Inc. | 3,784 | $68.1 萬 | 0.01% | +290+8.3% | 加碼 |
| Alpine Woods Capital Investors, LLC | 3,748 | $67.4 萬 | 0.16% | −204−5.2% | 減碼 |
| Hanlon Investment Management, Inc. | 3,697 | $66.5 萬 | 0.48% | −404−9.9% | 減碼 |
| Keybank National Association | 3,674 | $66.1 萬 | 0.00% | −194−5.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 3,624 | $65.2 萬 | 0.00% | +11+0.3% | 加碼 |
| Alamea Verwaltungs GmbH | 3,597 | $64.7 萬 | 0.49% | +529+17.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,465 | $62.4 萬 | 0.02% | +1,620+87.8% | 加碼 |
| Picton Mahoney Asset Management | 3,434 | $61.9 萬 | 0.01% | +3,434 | 新進 |
| Graham Capital Management, L.P. | 3,426 | $61.7 萬 | 0.02% | +3,426 | 新進 |
| National Asset Management, Inc. | 3,380 | $60.8 萬 | 0.03% | −83−2.4% | 減碼 |
| Kestra Advisory Services, LLC | 3,355 | $60.4 萬 | 0.00% | −155−4.4% | 減碼 |
| Los Angeles Capital Management LLC | 3,332 | $60.0 萬 | 0.00% | −853−20.4% | 減碼 |
| Diversified Trust Co | 3,203 | $57.6 萬 | 0.01% | +3,203 | 新進 |
| Custom Index Systems, LLC | 3,190 | $57.4 萬 | 0.27% | −96−2.9% | 減碼 |
| Glenmede Investment Management, LP | 3,117 | $56.1 萬 | 0.00% | +3,117 | 新進 |
| First Bank & Trust | 3,054 | $55.0 萬 | 0.10% | −52−1.7% | 減碼 |
| Beverly Hills Private Wealth, LLC | 3,049 | $54.9 萬 | 0.10% | −436−12.5% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 3,040 | $54.7 萬 | 0.01% | +400+15.2% | 加碼 |
| Clearstead Advisors, LLC | 3,030 | $54.5 萬 | 0.01% | −384−11.2% | 減碼 |
| Fiduciary Trust Co | 3,010 | $54.2 萬 | 0.01% | +238+8.6% | 加碼 |
| Versor Investments LP | 2,995 | $53.9 萬 | 0.09% | +995+49.8% | 加碼 |
| Newbridge Financial Services Group, Inc. | 2,989 | $53.8 萬 | 0.09% | −428−12.5% | 減碼 |
| Summit Trail Advisors, LLC | 2,924 | $52.6 萬 | 0.01% | +2,924 | 新進 |
| Dynasty Wealth Management, LLC | 2,908 | $52.3 萬 | 0.01% | −385−11.7% | 減碼 |
| Snowden Capital Advisors LLC | 2,902 | $52.2 萬 | 0.02% | −948−24.6% | 減碼 |
| OneAscent Investment Solutions LLC | 2,883 | $51.9 萬 | 0.55% | −284−9.0% | 減碼 |
| Utah Retirement Systems | 2,859 | $51.4 萬 | 0.01% | +59+2.1% | 加碼 |
| Sherbrooke Park Advisers LLC | 2,852 | $51.3 萬 | 0.22% | +2,852 | 新進 |
| Axxcess Wealth Management, LLC | 2,804 | $50.5 萬 | 0.01% | +34+1.2% | 加碼 |
| MQS Management LLC | 2,702 | $48.6 萬 | 0.27% | +963+55.4% | 加碼 |
| Vident Advisory, LLC | 2,685 | $48.3 萬 | 0.01% | −82−3.0% | 減碼 |
| Aviva PLC | 2,684 | $48.3 萬 | 0.00% | −1,061−28.3% | 減碼 |
| Mercer Global Advisors Inc | 2,616 | $47.1 萬 | 0.00% | +17+0.7% | 加碼 |
| Polen Capital Management LLC | 2,555 | $46.0 萬 | 0.00% | −29,740−92.1% | 減碼 |
| Union Bancaire Privee, UBP SA | 2,506 | $45.8 萬 | 0.01% | −3,192−56.0% | 減碼 |
| Cynosure Management, LLC | 2,544 | $45.8 萬 | 0.05% | +432+20.5% | 加碼 |
| Outlook Wealth Advisors, LLC | 2,519 | $45.3 萬 | 0.12% | −47−1.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,507 | $45.1 萬 | 0.00% | +19+0.8% | 加碼 |
| Quadrant Capital Group LLC | 2,495 | $44.9 萬 | 0.02% | −110−4.2% | 減碼 |
| Wealth Alliance | 2,472 | $44.5 萬 | 0.05% | −601−19.6% | 減碼 |
| Maryland State Retirement & Pension System | 2,450 | $44.1 萬 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,399 | $43.2 萬 | 0.02% | +351+17.1% | 加碼 |
| Private Advisor Group, LLC | 2,396 | $43.1 萬 | 0.00% | −2,107−46.8% | 減碼 |
| ProShare Advisors LLC | 2,385 | $42.9 萬 | 0.00% | +84+3.7% | 加碼 |
| Merit Financial Group, LLC | 2,348 | $42.3 萬 | 0.00% | +2,348 | 新進 |
| Capstone Investment Advisors, LLC | 2,321 | $41.8 萬 | 0.00% | +2,321 | 新進 |
| J2 Capital Management Inc | 2,315 | $41.7 萬 | 0.33% | +630+37.4% | 加碼 |
| Wealthcare Capital Partners, LLC | 2,310 | $41.6 萬 | 0.21% | +8+0.3% | 加碼 |
| Jump Financial, LLC | 2,302 | $41.4 萬 | 0.01% | −23,895−91.2% | 減碼 |
| Marshall Wace, LLP | 2,297 | $41.3 萬 | 0.00% | +2,297 | 新進 |
| Sterling Capital Management LLC | 2,258 | $40.6 萬 | 0.01% | −420−15.7% | 減碼 |
| HighPoint Advisor Group LLC | 2,255 | $40.6 萬 | 0.02% | +24+1.1% | 加碼 |
| Martingale Asset Management L P | 2,243 | $40.4 萬 | 0.01% | −2,150−48.9% | 減碼 |
| Vista Finance, LLC | 2,228 | $40.1 萬 | 0.35% | +87+4.1% | 加碼 |
| Lecap Asset Management Ltd | 2,145 | $38.6 萬 | 0.14% | −8,385−79.6% | 減碼 |
| Trajan Wealth LLC | 2,115 | $38.1 萬 | 0.02% | −116−5.2% | 減碼 |
| Kestra Private Wealth Services, LLC | 2,111 | $38.0 萬 | 0.01% | −4,420−67.7% | 減碼 |
| Wallace Advisory Group, LLC | 2,333 | $37.7 萬 | 0.27% | +1,097+88.8% | 加碼 |
| Alliance Wealth Advisors, LLC | 2,076 | $37.4 萬 | 0.09% | +4+0.2% | 加碼 |
| Ci Investments Inc. | 1,978 | $35.6 萬 | 0.00% | −148−7.0% | 減碼 |
| Machina Capital S.A.S. | 1,969 | $35.4 萬 | 0.07% | +1,969 | 新進 |
| Shelton Capital Management | 1,924 | $34.6 萬 | 0.01% | 00.0% | 不變 |
| American Trust | 1,920 | $34.6 萬 | 0.03% | +1,920 | 新進 |
| Legacy Wealth Asset Management, LLC | 1,916 | $34.5 萬 | 0.09% | +61+3.3% | 加碼 |
| We Are One Seven, LLC | 1,892 | $34.0 萬 | 0.01% | −71−3.6% | 減碼 |
| NewEdge Wealth, LLC | 1,778 | $33.7 萬 | 0.01% | −213−10.7% | 減碼 |
| Anb Bank | 1,862 | $33.5 萬 | 0.15% | +101+5.7% | 加碼 |
| Quest Partners LLC | 1,857 | $33.4 萬 | 0.03% | −2,170−53.9% | 減碼 |
| Berry Wealth Group, LP | 1,851 | $33.3 萬 | 0.23% | +13+0.7% | 加碼 |
| Mount Yale Investment Advisors, LLC | 1,802 | $32.4 萬 | 0.03% | −2,028−53.0% | 減碼 |
| Commonwealth Equity Services, LLC | 1,794 | $32.3 萬 | 0.00% | +77+4.5% | 加碼 |
| Cassaday & Co Wealth Management LLC | 1,783 | $32.1 萬 | 0.01% | −77−4.1% | 減碼 |
| Net Worth Advisory Group | 1,750 | $31.5 萬 | 0.07% | +63+3.7% | 加碼 |
| SFMG, LLC | 1,716 | $30.9 萬 | 0.02% | +5+0.3% | 加碼 |
| Evoke Wealth, LLC | 1,709 | $30.8 萬 | 0.01% | −4,821−73.8% | 減碼 |
| Diversify Wealth Management, LLC | 1,582 | $30.6 萬 | 0.02% | +159+11.2% | 加碼 |
| Rehmann Capital Advisory Group | 1,697 | $30.6 萬 | 0.02% | +220+14.9% | 加碼 |
| IFP Advisors, Inc | 1,682 | $30.3 萬 | 0.01% | +4+0.2% | 加碼 |
| AE Wealth Management LLC | 1,679 | $30.2 萬 | 0.00% | −166−9.0% | 減碼 |
| Voya Financial Advisors, Inc. | 1,653 | $30.2 萬 | 0.03% | −410−19.9% | 減碼 |
| Hamilton Capital Partners Inc. | 1,668 | $30.0 萬 | 0.02% | 00.0% | 不變 |
| CIBC Asset Management Inc | 1,644 | $29.6 萬 | 0.00% | 00.0% | 不變 |
| Serenus Wealth Advisors, LLC | 1,610 | $29.0 萬 | 0.05% | 00.0% | 不變 |
| Fedenia Advisers LLC | 1,593 | $28.7 萬 | 0.14% | −30−1.8% | 減碼 |
| Qsemble Capital Management, LP | 1,587 | $28.6 萬 | 0.03% | +1,587 | 新進 |
| OneAscent Wealth Management LLC | 1,572 | $28.3 萬 | 0.10% | +87+5.9% | 加碼 |
| Brown Miller Wealth Management, LLC | 1,557 | $28.0 萬 | 0.09% | +172+12.4% | 加碼 |
| Fifth Third Wealth Advisors LLC | 1,550 | $27.9 萬 | 0.01% | +3+0.2% | 加碼 |
| Bessemer Group Inc | 1,499 | $27.0 萬 | 0.00% | −2−0.1% | 減碼 |
| Hutchens & Kramer Investment Management Group, LLC | 1,460 | $26.5 萬 | 0.12% | −20−1.4% | 減碼 |
| Riverwater Partners LLC | 1,458 | $26.2 萬 | 0.12% | +2+0.1% | 加碼 |
| OneAscent Financial Services LLC | 1,434 | $25.9 萬 | 0.02% | −1,742−54.8% | 減碼 |
| Nisa Investment Advisors, LLC | 1,433 | $25.8 萬 | 0.00% | +46+3.3% | 加碼 |
| Scissortail Wealth Management, LLC | 1,406 | $25.3 萬 | 0.06% | 00.0% | 不變 |
| Umb Bank N A | 1,403 | $25.2 萬 | 0.00% | +31+2.3% | 加碼 |
| PFW Advisors LLC | 1,402 | $25.2 萬 | 0.08% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 1,397 | $25.1 萬 | 0.00% | +1,397 | 新進 |
| KBC Group NV | 1,387 | $25.0 萬 | 0.00% | −908−39.6% | 減碼 |