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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 20,205 | $414.8 萬 | 0.01% | 00.0% | 不變 |
| Toroso Investments, LLC | 20,681 | $424.6 萬 | 0.02% | −1,325−6.0% | 減碼 |
| Cerity Partners LLC | 21,009 | $431.4 萬 | 0.01% | +283+1.4% | 加碼 |
| Tudor Investment Corp Et Al | 21,180 | $434.9 萬 | 0.03% | −35,942−62.9% | 減碼 |
| US Bancorp | 21,891 | $449.5 萬 | 0.01% | −1,311−5.7% | 減碼 |
| Chase Investment Counsel Corp | 22,066 | $453.0 萬 | 1.34% | +921+4.4% | 加碼 |
| Pathstone Holdings, LLC | 22,160 | $455.0 萬 | 0.02% | +1,491+7.2% | 加碼 |
| ING Groep NV | 22,600 | $464.0 萬 | 0.03% | +22,600 | 新進 |
| New York State Teachers Retirement System | 23,104 | $474.4 萬 | 0.01% | 00.0% | 不變 |
| Weil Company, Inc. | 23,282 | $478.0 萬 | 1.15% | −197−0.8% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 24,203 | $496.9 萬 | 0.04% | +3,852+18.9% | 加碼 |
| Empowered Funds, LLC | 24,224 | $497.4 萬 | 0.05% | +978+4.2% | 加碼 |
| Treasurer of the State of North Carolina | 24,312 | $499.2 萬 | 0.02% | −954−3.8% | 減碼 |
| Harbor Advisors LLC | 25,000 | $513.3 萬 | 0.79% | 00.0% | 不變 |
| Victory Capital Management Inc | 25,300 | $519.5 萬 | 0.00% | −4,916−16.3% | 減碼 |
| Cetera Investment Advisers | 26,089 | $535.7 萬 | 0.01% | +7,527+40.6% | 加碼 |
| Triasima Portfolio Management inc. | 26,795 | $550.2 萬 | 0.83% | +5,295+24.6% | 加碼 |
| Amalgamated Bank | 26,819 | $550.6 萬 | 0.04% | +551+2.1% | 加碼 |
| Dorsey Wright & Associates | 26,869 | $551.7 萬 | 1.23% | +1,200+4.7% | 加碼 |
| Pier Capital, LLC | 27,106 | $556.5 萬 | 0.87% | −708−2.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 28,844 | $560.5 萬 | 0.01% | +1,170+4.2% | 加碼 |
| Atom Investors LP | 27,386 | $562.3 萬 | 0.43% | +27,386 | 新進 |
| Baird Financial Group, Inc. | 27,572 | $566.1 萬 | 0.01% | −4,691−14.5% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 27,977 | $574.4 萬 | 1.89% | −1,444−4.9% | 減碼 |
| Horizon Investments, LLC | 28,586 | $586.9 萬 | 0.08% | +8,956+45.6% | 加碼 |
| MetLife Investment Management | 28,917 | $593.7 萬 | 0.03% | −991−3.3% | 減碼 |
| Ensign Peak Advisors, Inc | 29,256 | $600.7 萬 | 0.01% | −8,610−22.7% | 減碼 |
| GWM Advisors LLC | 29,569 | $607.1 萬 | 0.03% | +226+0.8% | 加碼 |
| American Century Companies Inc | 29,775 | $611.3 萬 | 0.00% | +7,285+32.4% | 加碼 |
| Oppenheimer Asset Management Inc. | 30,547 | $627.2 萬 | 0.07% | −627−2.0% | 減碼 |
| Capital Fund Management S.A. | 31,680 | $650.5 萬 | 0.06% | −3,384−9.7% | 減碼 |
| PDT Partners, LLC | 32,615 | $669.7 萬 | 0.42% | +12,274+60.3% | 加碼 |
| Trexquant Investment LP | 32,894 | $675.4 萬 | 0.07% | −55,558−62.8% | 減碼 |
| Geneos Wealth Management Inc. | 33,928 | $696.6 萬 | 0.18% | +498+1.5% | 加碼 |
| FineMark National Bank & Trust | 34,414 | $706.6 萬 | 0.23% | −649−1.9% | 減碼 |
| Squarepoint Ops LLC | 35,363 | $726.1 萬 | 0.02% | +35,363 | 新進 |
| HSBC Holdings PLC | 35,718 | $732.3 萬 | 0.00% | −5,616−13.6% | 減碼 |
| Whittier Trust Co of Nevada Inc | 37,747 | $760.3 萬 | 0.16% | +174+0.5% | 加碼 |
| Hantz Financial Services, Inc. | 38,271 | $785.8 萬 | 0.12% | −7,454−16.3% | 減碼 |
| Man Group plc | 39,238 | $805.6 萬 | 0.02% | −4,321−9.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 40,034 | $822.0 萬 | 0.01% | −1,040−2.5% | 減碼 |
| Bank of Montreal | 42,486 | $872.3 萬 | 0.00% | +20,612+94.2% | 加碼 |
| Great West Life Assurance Co | 42,954 | $885.2 萬 | 0.01% | +1,052+2.5% | 加碼 |
| Teacher Retirement System of Texas | 43,541 | $894.0 萬 | 0.04% | +23,367+115.8% | 加碼 |
| King Luther Capital Management Corp | 44,578 | $915.3 萬 | 0.04% | +38,553+639.9% | 加碼 |
| Van Eck Associates Corp | 45,319 | $930.5 萬 | 0.01% | +640+1.4% | 加碼 |
| BW Gestao de Investimentos Ltda. | 48,000 | $985.5 萬 | 0.75% | +17,600+57.9% | 加碼 |
| Comerica Bank | 49,155 | $1,009 萬 | 0.04% | +3,950+8.7% | 加碼 |
| California State Teachers Retirement System | 49,931 | $1,025 萬 | 0.01% | +20.0% | 加碼 |
| STRS Ohio | 49,993 | $1,026 萬 | 0.04% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 50,586 | $1,033 萬 | 0.01% | +40,328+393.1% | 加碼 |
| Acadian Asset Management LLC | 51,633 | $1,060 萬 | 0.02% | +51,633 | 新進 |
| Royce & Associates LP | 53,242 | $1,093 萬 | 0.11% | −21,223−28.5% | 減碼 |
| Public Employees Retirement System of Ohio | 53,714 | $1,103 萬 | 0.03% | +1,092+2.1% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 54,107 | $1,111 萬 | 2.81% | −1,526−2.7% | 減碼 |
| Mutual of America Capital Management LLC | 57,530 | $1,181 萬 | 0.12% | −859−1.5% | 減碼 |
| Voloridge Investment Management, LLC | 57,841 | $1,188 萬 | 0.04% | −10,974−15.9% | 減碼 |
| Prana Capital Management, LP | 61,549 | $1,264 萬 | 0.42% | +52,720+597.1% | 加碼 |
| Natixis | 62,660 | $1,287 萬 | 0.07% | +62,660 | 新進 |
| Aptus Capital Advisors, LLC | 65,603 | $1,347 萬 | 0.12% | +8,694+15.3% | 加碼 |
| Retirement Systems of Alabama | 65,735 | $1,350 萬 | 0.04% | −80.0% | 減碼 |
| Whittier Trust Co | 71,052 | $1,431 萬 | 0.16% | +1,243+1.8% | 加碼 |
| Nordea Investment Management AB | 71,255 | $1,461 萬 | 0.01% | −3,214−4.3% | 減碼 |
| Russell Investments Group, Ltd. | 71,814 | $1,475 萬 | 0.02% | −54,695−43.2% | 減碼 |
| Wealth High Governance Capital Ltda | 72,000 | $1,478 萬 | 4.25% | +22,400+45.2% | 加碼 |
| Citadel Advisors LLC | 72,265 | $1,484 萬 | 0.01% | −26,288−26.7% | 減碼 |
| StonePine Asset Management Inc. | 74,495 | $1,530 萬 | 0.10% | 00.0% | 不變 |
| Prudential Financial Inc | 76,701 | $1,575 萬 | 0.02% | +27,858+57.0% | 加碼 |
| Stifel Financial Corp | 81,201 | $1,667 萬 | 0.02% | +584+0.7% | 加碼 |
| Segall Bryant & Hamill, LLC | 84,027 | $1,725 萬 | 0.23% | +2,070+2.5% | 加碼 |
| AXA Investment Managers S.A. | 84,663 | $1,738 萬 | 0.05% | +84,663 | 新進 |
| Montanaro Asset Management Ltd | 89,000 | $1,827 萬 | 4.56% | +8,000+9.9% | 加碼 |
| Millennium Management LLC | 93,481 | $1,919 萬 | 0.02% | −20,881−18.3% | 減碼 |
| Alps Advisors Inc | 97,639 | $2,005 萬 | 0.11% | −29,879−23.4% | 減碼 |
| California Public Employees Retirement System | 100,714 | $2,068 萬 | 0.01% | +4,200+4.4% | 加碼 |
| Amundi | 107,840 | $2,124 萬 | 0.01% | −59,871−35.7% | 減碼 |
| Swiss National Bank | 104,236 | $2,140 萬 | 0.01% | +1,100+1.1% | 加碼 |
| Ameriprise Financial Inc | 104,613 | $2,148 萬 | 0.00% | −385,084−78.6% | 減碼 |
| LPL Financial LLC | 105,248 | $2,161 萬 | 0.01% | +7,374+7.5% | 加碼 |
| Legal & General Group Plc | 105,945 | $2,175 萬 | 0.00% | −5,167−4.7% | 減碼 |
| Fenimore Asset Management Inc | 106,473 | $2,186 萬 | 0.44% | +2,248+2.2% | 加碼 |
| Citigroup Inc | 109,057 | $2,239 萬 | 0.02% | −4,627−4.1% | 減碼 |
| Nuveen, LLC | 115,493 | $2,371 萬 | 0.01% | +6,868+6.3% | 加碼 |
| Janus Henderson Group PLC | 116,033 | $2,383 萬 | 0.01% | +47,391+69.0% | 加碼 |
| GHP Investment Advisors, Inc. | 118,985 | $2,443 萬 | 1.03% | −455−0.4% | 減碼 |
| Principal Financial Group Inc | 120,603 | $2,476 萬 | 0.01% | −1,570−1.3% | 減碼 |
| New York State Common Retirement Fund | 139,540 | $2,865 萬 | 0.04% | −5,249−3.6% | 減碼 |
| UBS Asset Management Americas Inc | 145,135 | $2,980 萬 | 0.01% | −76,750−34.6% | 減碼 |
| Public Employees Retirement Association of Colorado | 146,251 | $3,003 萬 | 0.11% | −21,695−12.9% | 減碼 |
| Rhumbline Advisers | 155,459 | $3,192 萬 | 0.03% | −8,236−5.0% | 減碼 |
| Brown Advisory Inc | 160,770 | $3,301 萬 | 0.04% | −7,503−4.5% | 減碼 |
| Renaissance Technologies LLC | 162,700 | $3,341 萬 | 0.04% | −73,400−31.1% | 減碼 |
| Flputnam Investment Management Co | 166,996 | $3,429 萬 | 0.51% | +3,122+1.9% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 168,550 | $3,461 萬 | 0.10% | −71,936−29.9% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 170,617 | $3,503 萬 | 0.06% | +137,237+411.1% | 加碼 |
| JPMorgan Chase & Co | 174,695 | $3,587 萬 | 0.00% | +14,483+9.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 176,548 | $3,625 萬 | 0.03% | −1,552−0.9% | 減碼 |
| Renaissance Group LLC | 186,182 | $3,823 萬 | 1.44% | −3,401−1.8% | 減碼 |
| Barlow Wealth Partners, Inc. | 203,133 | $3,943 萬 | 4.39% | −2,445−1.2% | 減碼 |
| Qube Research & Technologies Ltd | 208,513 | $4,281 萬 | 0.06% | −65,874−24.0% | 減碼 |