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 3 季 13F 持有人
Houlihan Lokey, Inc. 在 2025/9/30 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
- 553
- 較 2025 年第 2 季 +12 家
- 持有股數
- 5,418 萬
- 較 2025 年第 2 季 −20.3 萬 (−0.4%)
- 總市值
- $108.8 億
- 較 2025 年第 2 季 +$11.0 億 (+11.2%)
- 新進機構
- 74
- 另有 188 家加碼
- 清倉機構
- 62
- 另有 205 家減碼
另有 8 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,510,709 | $11.3 億 | 0.02% | −176,658−3.1% | 減碼 |
| Vanguard Group Inc | 5,305,182 | $10.9 億 | 0.02% | +13,750+0.3% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,921,874 | $6.00 億 | 1.46% | −85,078−2.8% | 減碼 |
| Earnest Partners LLC | 2,421,133 | $4.97 億 | 2.16% | −51,336−2.1% | 減碼 |
| State Street Corp | 1,715,003 | $3.52 億 | 0.01% | −1,607−0.1% | 減碼 |
| FMR LLC | 1,434,939 | $2.95 億 | 0.02% | −193,617−11.9% | 減碼 |
| Wellington Management Group LLP | 1,372,703 | $2.82 億 | 0.05% | −86,514−5.9% | 減碼 |
| Geode Capital Management, LLC | 1,333,792 | $2.74 億 | 0.02% | +292,202+28.1% | 加碼 |
| Burgundy Asset Management Ltd. | 1,219,617 | $2.43 億 | 2.29% | −6,349−0.5% | 減碼 |
| Bamco Inc | 1,130,190 | $2.32 億 | 0.62% | −15,953−1.4% | 減碼 |
| Bank of America Corp | 1,000,180 | $2.05 億 | 0.02% | −41,810−4.0% | 減碼 |
| Capital Research Global Investors | 956,441 | $1.96 億 | 0.04% | +157,605+19.7% | 加碼 |
| Raymond James Financial Inc | 841,949 | $1.73 億 | 0.06% | −32,129−3.7% | 減碼 |
| Invesco Ltd. | 827,525 | $1.70 億 | 0.03% | −19,115−2.3% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 803,143 | $1.65 億 | 0.10% | −249,104−23.7% | 減碼 |
| Fiduciary Management Inc | 747,832 | $1.54 億 | 1.55% | −3,493−0.5% | 減碼 |
| SEI Investments Co | 717,952 | $1.47 億 | 0.16% | +27,328+4.0% | 加碼 |
| Thrivent Financial for Lutherans | 713,494 | $1.46 億 | 0.29% | +307,214+75.6% | 加碼 |
| Neuberger Berman Group LLC | 665,736 | $1.37 億 | 0.10% | −16,055−2.4% | 減碼 |
| Jennison Associates LLC | 589,093 | $1.21 億 | 0.07% | +119,440+25.4% | 加碼 |
| Clearbridge Investments, LLC | 572,763 | $1.18 億 | 0.09% | −7,139−1.2% | 減碼 |
| Capital International Investors | 570,904 | $1.17 億 | 0.02% | −227,454−28.5% | 減碼 |
| Morgan Stanley | 559,284 | $1.15 億 | 0.01% | −63,976−10.3% | 減碼 |
| Northern Trust Corp | 536,488 | $1.10 億 | 0.01% | −1,912−0.4% | 減碼 |
| Dimensional Fund Advisors LP | 521,892 | $1.07 億 | 0.02% | −32,878−5.9% | 減碼 |
| Champlain Investment Partners, LLC | 511,281 | $1.05 億 | 0.79% | −35,059−6.4% | 減碼 |
| Bank of New York Mellon Corp | 488,305 | $1.00 億 | 0.02% | +13,462+2.8% | 加碼 |
| Alliancebernstein L.P. | 460,665 | $9,458 萬 | 0.03% | −27,716−5.7% | 減碼 |
| Goldman Sachs Group Inc | 452,409 | $9,289 萬 | 0.01% | −29,301−6.1% | 減碼 |
| Charles Schwab Investment Management Inc | 417,543 | $8,573 萬 | 0.01% | −172,196−29.2% | 減碼 |
| Wells Fargo & Company | 408,334 | $8,384 萬 | 0.02% | −10,537−2.5% | 減碼 |
| Westfield Capital Management Co LP | 406,306 | $8,342 萬 | 0.35% | +60,782+17.6% | 加碼 |
| Envestnet Asset Management Inc | 405,890 | $8,334 萬 | 0.02% | −35,066−8.0% | 減碼 |
| Handelsbanken Fonder AB | 398,458 | $8,181 萬 | 0.26% | +50,000+14.3% | 加碼 |
| First Trust Advisors LP | 393,109 | $8,071 萬 | 0.06% | −13,659−3.4% | 減碼 |
| Van Berkom & Associates Inc. | 376,692 | $7,734 萬 | 2.24% | −19,714−5.0% | 減碼 |
| Congress Asset Management Co | 375,300 | $7,706 萬 | 0.51% | −62,760−14.3% | 減碼 |
| Royal Bank of Canada | 368,600 | $7,568 萬 | 0.01% | +193,497+110.5% | 加碼 |
| GW&K Investment Management, LLC | 342,641 | $7,035 萬 | 0.62% | −44,103−11.4% | 減碼 |
| Price T Rowe Associates Inc | 329,448 | $6,764 萬 | 0.01% | +291,442+766.8% | 加碼 |
| Natixis Advisors, L.P. | 325,374 | $6,681 萬 | 0.10% | −24,893−7.1% | 減碼 |
| Macquarie Group Ltd | 312,267 | $6,412 萬 | 0.07% | +179,585+135.3% | 加碼 |
| UBS Group AG | 282,751 | $5,805 萬 | 0.01% | +23,895+9.2% | 加碼 |
| Ancora Advisors, LLC | 276,828 | $5,684 萬 | 1.14% | −4,394−1.6% | 減碼 |
| Franklin Resources Inc | 266,527 | $5,472 萬 | 0.01% | +13,028+5.1% | 加碼 |
| Fiera Capital Corp | 265,815 | $5,458 萬 | 0.18% | −5,949−2.2% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 260,196 | $5,342 萬 | 2.52% | −18,639−6.7% | 減碼 |
| HighTower Advisors, LLC | 247,785 | $5,088 萬 | 0.06% | +12,599+5.4% | 加碼 |
| Schroder Investment Management Group | 243,107 | $5,013 萬 | 0.04% | −4,527−1.8% | 減碼 |
| Argent Capital Management LLC | 241,712 | $4,963 萬 | 1.35% | +125+0.1% | 加碼 |
| AQR Capital Management LLC | 234,024 | $4,805 萬 | 0.03% | +102,490+77.9% | 加碼 |
| Barclays PLC | 229,075 | $4,703 萬 | 0.02% | +97,568+74.2% | 加碼 |
| Eventide Asset Management, LLC | 220,048 | $4,520 萬 | 0.74% | +24,954+12.8% | 加碼 |
| Qube Research & Technologies Ltd | 208,513 | $4,281 萬 | 0.06% | −65,874−24.0% | 減碼 |
| Barlow Wealth Partners, Inc. | 203,133 | $3,943 萬 | 4.39% | −2,445−1.2% | 減碼 |
| Renaissance Group LLC | 186,182 | $3,823 萬 | 1.44% | −3,401−1.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 176,548 | $3,625 萬 | 0.03% | −1,552−0.9% | 減碼 |
| JPMorgan Chase & Co | 174,695 | $3,587 萬 | 0.00% | +14,483+9.0% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 170,617 | $3,503 萬 | 0.06% | +137,237+411.1% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 168,550 | $3,461 萬 | 0.10% | −71,936−29.9% | 減碼 |
| Flputnam Investment Management Co | 166,996 | $3,429 萬 | 0.51% | +3,122+1.9% | 加碼 |
| Renaissance Technologies LLC | 162,700 | $3,341 萬 | 0.04% | −73,400−31.1% | 減碼 |
| Brown Advisory Inc | 160,770 | $3,301 萬 | 0.04% | −7,503−4.5% | 減碼 |
| Rhumbline Advisers | 155,459 | $3,192 萬 | 0.03% | −8,236−5.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 146,251 | $3,003 萬 | 0.11% | −21,695−12.9% | 減碼 |
| UBS Asset Management Americas Inc | 145,135 | $2,980 萬 | 0.01% | −76,750−34.6% | 減碼 |
| New York State Common Retirement Fund | 139,540 | $2,865 萬 | 0.04% | −5,249−3.6% | 減碼 |
| Principal Financial Group Inc | 120,603 | $2,476 萬 | 0.01% | −1,570−1.3% | 減碼 |
| GHP Investment Advisors, Inc. | 118,985 | $2,443 萬 | 1.03% | −455−0.4% | 減碼 |
| Janus Henderson Group PLC | 116,033 | $2,383 萬 | 0.01% | +47,391+69.0% | 加碼 |
| Nuveen, LLC | 115,493 | $2,371 萬 | 0.01% | +6,868+6.3% | 加碼 |
| Citigroup Inc | 109,057 | $2,239 萬 | 0.02% | −4,627−4.1% | 減碼 |
| Fenimore Asset Management Inc | 106,473 | $2,186 萬 | 0.44% | +2,248+2.2% | 加碼 |
| Legal & General Group Plc | 105,945 | $2,175 萬 | 0.00% | −5,167−4.7% | 減碼 |
| LPL Financial LLC | 105,248 | $2,161 萬 | 0.01% | +7,374+7.5% | 加碼 |
| Ameriprise Financial Inc | 104,613 | $2,148 萬 | 0.00% | −385,084−78.6% | 減碼 |
| Swiss National Bank | 104,236 | $2,140 萬 | 0.01% | +1,100+1.1% | 加碼 |
| Amundi | 107,840 | $2,124 萬 | 0.01% | −59,871−35.7% | 減碼 |
| California Public Employees Retirement System | 100,714 | $2,068 萬 | 0.01% | +4,200+4.4% | 加碼 |
| Alps Advisors Inc | 97,639 | $2,005 萬 | 0.11% | −29,879−23.4% | 減碼 |
| Millennium Management LLC | 93,481 | $1,919 萬 | 0.02% | −20,881−18.3% | 減碼 |
| Montanaro Asset Management Ltd | 89,000 | $1,827 萬 | 4.56% | +8,000+9.9% | 加碼 |
| AXA Investment Managers S.A. | 84,663 | $1,738 萬 | 0.05% | +84,663 | 新進 |
| Segall Bryant & Hamill, LLC | 84,027 | $1,725 萬 | 0.23% | +2,070+2.5% | 加碼 |
| Stifel Financial Corp | 81,201 | $1,667 萬 | 0.02% | +584+0.7% | 加碼 |
| Prudential Financial Inc | 76,701 | $1,575 萬 | 0.02% | +27,858+57.0% | 加碼 |
| StonePine Asset Management Inc. | 74,495 | $1,530 萬 | 0.10% | 00.0% | 不變 |
| Citadel Advisors LLC | 72,265 | $1,484 萬 | 0.01% | −26,288−26.7% | 減碼 |
| Wealth High Governance Capital Ltda | 72,000 | $1,478 萬 | 4.25% | +22,400+45.2% | 加碼 |
| Russell Investments Group, Ltd. | 71,814 | $1,475 萬 | 0.02% | −54,695−43.2% | 減碼 |
| Nordea Investment Management AB | 71,255 | $1,461 萬 | 0.01% | −3,214−4.3% | 減碼 |
| Whittier Trust Co | 71,052 | $1,431 萬 | 0.16% | +1,243+1.8% | 加碼 |
| Retirement Systems of Alabama | 65,735 | $1,350 萬 | 0.04% | −80.0% | 減碼 |
| Aptus Capital Advisors, LLC | 65,603 | $1,347 萬 | 0.12% | +8,694+15.3% | 加碼 |
| Natixis | 62,660 | $1,287 萬 | 0.07% | +62,660 | 新進 |
| Prana Capital Management, LP | 61,549 | $1,264 萬 | 0.42% | +52,720+597.1% | 加碼 |
| Voloridge Investment Management, LLC | 57,841 | $1,188 萬 | 0.04% | −10,974−15.9% | 減碼 |
| Mutual of America Capital Management LLC | 57,530 | $1,181 萬 | 0.12% | −859−1.5% | 減碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 54,107 | $1,111 萬 | 2.81% | −1,526−2.7% | 減碼 |
| Public Employees Retirement System of Ohio | 53,714 | $1,103 萬 | 0.03% | +1,092+2.1% | 加碼 |