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 |
|---|---|---|---|---|---|
| Eventide Asset Management, LLC | 220,048 | $4,520 萬 | 0.74% | +24,954+12.8% | 加碼 |
| Barclays PLC | 229,075 | $4,703 萬 | 0.02% | +97,568+74.2% | 加碼 |
| AQR Capital Management LLC | 234,024 | $4,805 萬 | 0.03% | +102,490+77.9% | 加碼 |
| Argent Capital Management LLC | 241,712 | $4,963 萬 | 1.35% | +125+0.1% | 加碼 |
| Schroder Investment Management Group | 243,107 | $5,013 萬 | 0.04% | −4,527−1.8% | 減碼 |
| HighTower Advisors, LLC | 247,785 | $5,088 萬 | 0.06% | +12,599+5.4% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 260,196 | $5,342 萬 | 2.52% | −18,639−6.7% | 減碼 |
| Fiera Capital Corp | 265,815 | $5,458 萬 | 0.18% | −5,949−2.2% | 減碼 |
| Franklin Resources Inc | 266,527 | $5,472 萬 | 0.01% | +13,028+5.1% | 加碼 |
| Ancora Advisors, LLC | 276,828 | $5,684 萬 | 1.14% | −4,394−1.6% | 減碼 |
| UBS Group AG | 282,751 | $5,805 萬 | 0.01% | +23,895+9.2% | 加碼 |
| Macquarie Group Ltd | 312,267 | $6,412 萬 | 0.07% | +179,585+135.3% | 加碼 |
| Natixis Advisors, L.P. | 325,374 | $6,681 萬 | 0.10% | −24,893−7.1% | 減碼 |
| Price T Rowe Associates Inc | 329,448 | $6,764 萬 | 0.01% | +291,442+766.8% | 加碼 |
| GW&K Investment Management, LLC | 342,641 | $7,035 萬 | 0.62% | −44,103−11.4% | 減碼 |
| Royal Bank of Canada | 368,600 | $7,568 萬 | 0.01% | +193,497+110.5% | 加碼 |
| Congress Asset Management Co | 375,300 | $7,706 萬 | 0.51% | −62,760−14.3% | 減碼 |
| Van Berkom & Associates Inc. | 376,692 | $7,734 萬 | 2.24% | −19,714−5.0% | 減碼 |
| First Trust Advisors LP | 393,109 | $8,071 萬 | 0.06% | −13,659−3.4% | 減碼 |
| Handelsbanken Fonder AB | 398,458 | $8,181 萬 | 0.26% | +50,000+14.3% | 加碼 |
| Envestnet Asset Management Inc | 405,890 | $8,334 萬 | 0.02% | −35,066−8.0% | 減碼 |
| Westfield Capital Management Co LP | 406,306 | $8,342 萬 | 0.35% | +60,782+17.6% | 加碼 |
| Wells Fargo & Company | 408,334 | $8,384 萬 | 0.02% | −10,537−2.5% | 減碼 |
| Charles Schwab Investment Management Inc | 417,543 | $8,573 萬 | 0.01% | −172,196−29.2% | 減碼 |
| Goldman Sachs Group Inc | 452,409 | $9,289 萬 | 0.01% | −29,301−6.1% | 減碼 |
| Alliancebernstein L.P. | 460,665 | $9,458 萬 | 0.03% | −27,716−5.7% | 減碼 |
| Bank of New York Mellon Corp | 488,305 | $1.00 億 | 0.02% | +13,462+2.8% | 加碼 |
| Champlain Investment Partners, LLC | 511,281 | $1.05 億 | 0.79% | −35,059−6.4% | 減碼 |
| Dimensional Fund Advisors LP | 521,892 | $1.07 億 | 0.02% | −32,878−5.9% | 減碼 |
| Northern Trust Corp | 536,488 | $1.10 億 | 0.01% | −1,912−0.4% | 減碼 |
| Morgan Stanley | 559,284 | $1.15 億 | 0.01% | −63,976−10.3% | 減碼 |
| Capital International Investors | 570,904 | $1.17 億 | 0.02% | −227,454−28.5% | 減碼 |
| Clearbridge Investments, LLC | 572,763 | $1.18 億 | 0.09% | −7,139−1.2% | 減碼 |
| Jennison Associates LLC | 589,093 | $1.21 億 | 0.07% | +119,440+25.4% | 加碼 |
| Neuberger Berman Group LLC | 665,736 | $1.37 億 | 0.10% | −16,055−2.4% | 減碼 |
| Thrivent Financial for Lutherans | 713,494 | $1.46 億 | 0.29% | +307,214+75.6% | 加碼 |
| SEI Investments Co | 717,952 | $1.47 億 | 0.16% | +27,328+4.0% | 加碼 |
| Fiduciary Management Inc | 747,832 | $1.54 億 | 1.55% | −3,493−0.5% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 803,143 | $1.65 億 | 0.10% | −249,104−23.7% | 減碼 |
| Invesco Ltd. | 827,525 | $1.70 億 | 0.03% | −19,115−2.3% | 減碼 |
| Raymond James Financial Inc | 841,949 | $1.73 億 | 0.06% | −32,129−3.7% | 減碼 |
| Capital Research Global Investors | 956,441 | $1.96 億 | 0.04% | +157,605+19.7% | 加碼 |
| Bank of America Corp | 1,000,180 | $2.05 億 | 0.02% | −41,810−4.0% | 減碼 |
| Bamco Inc | 1,130,190 | $2.32 億 | 0.62% | −15,953−1.4% | 減碼 |
| Burgundy Asset Management Ltd. | 1,219,617 | $2.43 億 | 2.29% | −6,349−0.5% | 減碼 |
| Geode Capital Management, LLC | 1,333,792 | $2.74 億 | 0.02% | +292,202+28.1% | 加碼 |
| Wellington Management Group LLP | 1,372,703 | $2.82 億 | 0.05% | −86,514−5.9% | 減碼 |
| FMR LLC | 1,434,939 | $2.95 億 | 0.02% | −193,617−11.9% | 減碼 |
| State Street Corp | 1,715,003 | $3.52 億 | 0.01% | −1,607−0.1% | 減碼 |
| Earnest Partners LLC | 2,421,133 | $4.97 億 | 2.16% | −51,336−2.1% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,921,874 | $6.00 億 | 1.46% | −85,078−2.8% | 減碼 |
| Vanguard Group Inc | 5,305,182 | $10.9 億 | 0.02% | +13,750+0.3% | 加碼 |
| BlackRock, Inc. | 5,510,709 | $11.3 億 | 0.02% | −176,658−3.1% | 減碼 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −182,729−100.0% | 清倉 |
| Azora Capital LP | 0 | $0 | 0.00% | −87,007−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −68,803−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −45,784−100.0% | 清倉 |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −35,400−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −21,757−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −20,149−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −12,506−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −12,475−100.0% | 清倉 |
| FIL Ltd | 0 | $0 | 0.00% | −11,119−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −9,387−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −9,273−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −8,213−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,120−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −7,681−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −5,740−100.0% | 清倉 |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −5,080−100.0% | 清倉 |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −4,884−100.0% | 清倉 |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −4,823−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,580−100.0% | 清倉 |
| M&T Bank Corp | 0 | $0 | 0.00% | −4,127−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,103−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −3,791−100.0% | 清倉 |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −3,434−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −3,426−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −2,995−100.0% | 清倉 |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −2,989−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −2,852−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −2,702−100.0% | 清倉 |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −2,555−100.0% | 清倉 |
| Outlook Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,519−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,321−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,297−100.0% | 清倉 |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −2,145−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,969−100.0% | 清倉 |
| Berry Wealth Group, LP | 0 | $0 | 0.00% | −1,851−100.0% | 清倉 |
| Net Worth Advisory Group | 0 | $0 | 0.00% | −1,750−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −1,587−100.0% | 清倉 |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −1,434−100.0% | 清倉 |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −1,308−100.0% | 清倉 |
| SCS Capital Management LLC | 0 | $0 | 0.00% | −1,286−100.0% | 清倉 |
| 111 Capital | 0 | $0 | 0.00% | −1,286−100.0% | 清倉 |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −1,135−100.0% | 清倉 |
| R Squared Ltd | 0 | $0 | 0.00% | −1,220−100.0% | 清倉 |
| Corton Capital Inc. | 0 | $0 | 0.00% | −1,191−100.0% | 清倉 |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −762−100.0% | 清倉 |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −710−100.0% | 清倉 |