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 |
|---|---|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 1,806 | $37.1 萬 | 0.01% | +23+1.3% | 加碼 |
| We Are One Seven, LLC | 1,828 | $37.5 萬 | 0.01% | −64−3.4% | 減碼 |
| Anb Bank | 1,830 | $37.6 萬 | 0.15% | −32−1.7% | 減碼 |
| Trajan Wealth LLC | 1,832 | $37.6 萬 | 0.02% | −283−13.4% | 減碼 |
| AE Wealth Management LLC | 1,842 | $37.8 萬 | 0.00% | +163+9.7% | 加碼 |
| Alliance Wealth Advisors, LLC | 1,843 | $37.8 萬 | 0.09% | −233−11.2% | 減碼 |
| Evergreen Capital Management LLC | 1,893 | $38.9 萬 | 0.01% | +1,893 | 新進 |
| Rehmann Capital Advisory Group | 1,896 | $38.9 萬 | 0.02% | +199+11.7% | 加碼 |
| Benjamin Edwards Inc | 1,915 | $39.3 萬 | 0.00% | +1,915 | 新進 |
| Shelton Capital Management | 1,924 | $39.5 萬 | 0.01% | 00.0% | 不變 |
| Legacy Wealth Asset Management, LLC | 1,992 | $40.9 萬 | 0.10% | +76+4.0% | 加碼 |
| SRS Capital Advisors, Inc. | 1,992 | $40.9 萬 | 0.01% | +1,931+3,165.6% | 加碼 |
| HighPoint Advisor Group LLC | 2,065 | $42.4 萬 | 0.02% | −190−8.4% | 減碼 |
| Callan Family Office, LLC | 2,072 | $42.5 萬 | 0.01% | −2,616−55.8% | 減碼 |
| Round Rock Advisors, LLC | 2,073 | $42.6 萬 | 0.07% | +2,073 | 新進 |
| Sterling Capital Management LLC | 2,100 | $43.1 萬 | 0.01% | −158−7.0% | 減碼 |
| Merit Financial Group, LLC | 2,113 | $43.4 萬 | 0.00% | −235−10.0% | 減碼 |
| J2 Capital Management Inc | 2,138 | $43.9 萬 | 0.33% | −177−7.6% | 減碼 |
| Beacon Pointe Advisors, LLC | 2,143 | $44.0 萬 | 0.00% | +2,143 | 新進 |
| Commonwealth Equity Services, LLC | 2,173 | $44.6 萬 | 0.00% | +379+21.1% | 加碼 |
| Transamerica Financial Advisors, Inc. | 2,213 | $45.4 萬 | 0.04% | +2,213 | 新進 |
| Vista Finance, LLC | 2,228 | $45.7 萬 | 0.30% | 00.0% | 不變 |
| Jane Street Group, LLC | 2,273 | $46.7 萬 | 0.00% | −87,416−97.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 2,288 | $47.0 萬 | 0.00% | −1,336−36.9% | 減碼 |
| Optimize Financial Inc | 2,290 | $47.0 萬 | 0.24% | +2,290 | 新進 |
| ProShare Advisors LLC | 2,313 | $47.5 萬 | 0.00% | −72−3.0% | 減碼 |
| Wealthcare Capital Partners, LLC | 2,316 | $47.6 萬 | 0.22% | +6+0.3% | 加碼 |
| Aviva PLC | 2,372 | $48.7 萬 | 0.00% | −312−11.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,386 | $49.0 萬 | 0.00% | −121−4.8% | 減碼 |
| Private Advisor Group, LLC | 2,426 | $49.8 萬 | 0.00% | +30+1.3% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 2,449 | $50.3 萬 | 0.25% | −8,462−77.6% | 減碼 |
| Swiss Life Asset Management Ltd | 2,488 | $51.1 萬 | 0.00% | +1,091+78.1% | 加碼 |
| Wealth Alliance | 2,512 | $51.6 萬 | 0.05% | +40+1.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,527 | $51.9 萬 | 0.02% | +128+5.3% | 加碼 |
| Cynosure Management, LLC | 2,544 | $52.2 萬 | 0.06% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 2,643 | $54.3 萬 | 0.01% | −2,115−44.5% | 減碼 |
| Quadrant Capital Group LLC | 2,688 | $55.2 萬 | 0.02% | +193+7.7% | 加碼 |
| OneAscent Investment Solutions LLC | 2,696 | $55.4 萬 | 0.59% | −187−6.5% | 減碼 |
| Maryland State Retirement & Pension System | 2,697 | $55.4 萬 | 0.01% | +247+10.1% | 加碼 |
| Csenge Advisory Group | 2,698 | $55.4 萬 | 0.03% | +2,698 | 新進 |
| Harbor Investment Advisory, LLC | 2,704 | $55.5 萬 | 0.05% | +2,654+5,308.0% | 加碼 |
| Union Bancaire Privee, UBP SA | 2,817 | $58.0 萬 | 0.01% | +311+12.4% | 加碼 |
| Vident Advisory, LLC | 2,834 | $58.2 萬 | 0.01% | +149+5.5% | 加碼 |
| Utah Retirement Systems | 2,859 | $58.7 萬 | 0.01% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 2,860 | $58.7 萬 | 0.02% | −42−1.4% | 減碼 |
| Baker Ellis Asset Management LLC | 2,869 | $58.9 萬 | 0.07% | +2,869 | 新進 |
| Beverly Hills Private Wealth, LLC | 2,872 | $59.0 萬 | 0.10% | −177−5.8% | 減碼 |
| Quantbot Technologies LP | 2,921 | $60.0 萬 | 0.02% | −9,420−76.3% | 減碼 |
| Axxcess Wealth Management, LLC | 2,937 | $60.3 萬 | 0.01% | +133+4.7% | 加碼 |
| First Bank & Trust | 3,054 | $62.7 萬 | 0.11% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 3,094 | $63.5 萬 | 0.00% | −1,859−37.5% | 減碼 |
| Dynasty Wealth Management, LLC | 3,109 | $63.8 萬 | 0.01% | +201+6.9% | 加碼 |
| Fiduciary Trust Co | 3,141 | $64.5 萬 | 0.01% | +131+4.4% | 加碼 |
| Glenmede Investment Management, LP | 3,155 | $64.8 萬 | 0.00% | +38+1.2% | 加碼 |
| National Asset Management, Inc. | 3,173 | $65.2 萬 | 0.03% | −207−6.1% | 減碼 |
| Diversified Trust Co | 3,215 | $66.0 萬 | 0.01% | +12+0.4% | 加碼 |
| Two Sigma Advisers, LP | 3,300 | $67.8 萬 | 0.00% | −2,300−41.1% | 減碼 |
| Los Angeles Capital Management LLC | 3,332 | $68.4 萬 | 0.00% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 3,490 | $71.6 萬 | 0.00% | +135+4.0% | 加碼 |
| Keybank National Association | 3,573 | $73.4 萬 | 0.00% | −101−2.7% | 減碼 |
| State of Wyoming | 3,584 | $73.6 萬 | 0.08% | −403−10.1% | 減碼 |
| Alamea Verwaltungs GmbH | 3,593 | $73.8 萬 | 0.50% | −4−0.1% | 減碼 |
| Janney Montgomery Scott LLC | 3,595 | $73.8 萬 | 0.00% | −477−11.7% | 減碼 |
| Brevan Howard Capital Management LP | 3,653 | $75.0 萬 | 0.01% | −1,729−32.1% | 減碼 |
| Alpine Woods Capital Investors, LLC | 3,740 | $76.8 萬 | 0.18% | −8−0.2% | 減碼 |
| Clifford Group, LLC | 3,763 | $77.3 萬 | 0.60% | −263−6.5% | 減碼 |
| Studio Investment Management LLC | 3,764 | $77.3 萬 | 0.15% | −146−3.7% | 減碼 |
| Guggenheim Capital LLC | 3,767 | $77.3 萬 | 0.01% | −31−0.8% | 減碼 |
| CAPROCK Group, Inc. | 3,924 | $78.2 萬 | 0.02% | +3,924 | 新進 |
| Brookstone Capital Management | 3,828 | $78.6 萬 | 0.01% | −18−0.5% | 減碼 |
| Yorktown Management & Research Co Inc | 3,850 | $79.0 萬 | 0.63% | 00.0% | 不變 |
| SG Americas Securities, LLC | 3,860 | $79.3 萬 | 0.00% | −28,091−87.9% | 減碼 |
| Hanlon Investment Management, Inc. | 3,876 | $79.6 萬 | 0.48% | +179+4.8% | 加碼 |
| Naples Global Advisors, LLC | 3,965 | $81.4 萬 | 0.06% | −10−0.3% | 減碼 |
| Ronald Blue Trust, Inc. | 4,044 | $83.0 萬 | 0.01% | +260+6.9% | 加碼 |
| Securian Asset Management, Inc | 4,051 | $83.2 萬 | 0.02% | −100−2.4% | 減碼 |
| Entropy Technologies, LP | 4,055 | $83.3 萬 | 0.06% | −5,658−58.3% | 減碼 |
| HRT Financial LP | 4,104 | $84.2 萬 | 0.00% | +4,104 | 新進 |
| United Capital Financial Advisers, LLC | 4,113 | $84.4 萬 | 0.01% | +4,113 | 新進 |
| First Eagle Investment Management, LLC | 4,202 | $86.3 萬 | 0.00% | −794−15.9% | 減碼 |
| Integrated Wealth Concepts LLC | 4,220 | $86.6 萬 | 0.01% | −2,555−37.7% | 減碼 |
| Walleye Capital LLC | 4,224 | $86.7 萬 | 0.01% | +4,224 | 新進 |
| Sendero Wealth Management, LLC | 4,312 | $88.5 萬 | 0.10% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 4,314 | $88.6 萬 | 0.15% | 00.0% | 不變 |
| Ethic Inc. | 4,425 | $90.9 萬 | 0.01% | −840−16.0% | 減碼 |
| Bridges Investment Management Inc | 4,443 | $91.2 萬 | 0.01% | −44−1.0% | 減碼 |
| Crossmark Global Holdings, Inc. | 4,546 | $93.3 萬 | 0.01% | −926−16.9% | 減碼 |
| Sowell Financial Services LLC | 4,571 | $93.9 萬 | 0.04% | +55+1.2% | 加碼 |
| Mercer Global Advisors Inc | 4,576 | $94.0 萬 | 0.00% | +1,960+74.9% | 加碼 |
| Commerce Bank | 4,630 | $95.1 萬 | 0.01% | +300+6.9% | 加碼 |
| Custom Index Systems, LLC | 4,691 | $96.3 萬 | 0.29% | +1,501+47.1% | 加碼 |
| Federated Hermes, Inc. | 4,857 | $99.7 萬 | 0.00% | −164−3.3% | 減碼 |
| Aquatic Capital Management LLC | 4,996 | $102.6 萬 | 0.02% | −24,681−83.2% | 減碼 |
| Numerai GP LLC | 5,028 | $103.2 萬 | 0.15% | −51−1.0% | 減碼 |
| GAMMA Investing LLC | 5,079 | $104.3 萬 | 0.06% | +361+7.7% | 加碼 |
| State of Wisconsin Investment Board | 5,106 | $104.8 萬 | 0.00% | −23−0.4% | 減碼 |
| Summit Trail Advisors, LLC | 5,179 | $106.3 萬 | 0.01% | +2,255+77.1% | 加碼 |
| Moneta Group Investment Advisors LLC | 5,206 | $106.9 萬 | 0.01% | +12+0.2% | 加碼 |
| Fulton Bank, N.A. | 5,254 | $107.9 萬 | 0.04% | −926−15.0% | 減碼 |
| Captrust Financial Advisors | 5,301 | $108.8 萬 | 0.00% | +440+9.1% | 加碼 |