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 |
|---|---|---|---|---|---|
| Royce & Associates LP | 53,242 | $1,093 萬 | 0.11% | −21,223−28.5% | 減碼 |
| Acadian Asset Management LLC | 51,633 | $1,060 萬 | 0.02% | +51,633 | 新進 |
| Advisor Group Holdings, Inc. | 50,586 | $1,033 萬 | 0.01% | +40,328+393.1% | 加碼 |
| STRS Ohio | 49,993 | $1,026 萬 | 0.04% | 00.0% | 不變 |
| California State Teachers Retirement System | 49,931 | $1,025 萬 | 0.01% | +20.0% | 加碼 |
| Comerica Bank | 49,155 | $1,009 萬 | 0.04% | +3,950+8.7% | 加碼 |
| BW Gestao de Investimentos Ltda. | 48,000 | $985.5 萬 | 0.75% | +17,600+57.9% | 加碼 |
| Van Eck Associates Corp | 45,319 | $930.5 萬 | 0.01% | +640+1.4% | 加碼 |
| King Luther Capital Management Corp | 44,578 | $915.3 萬 | 0.04% | +38,553+639.9% | 加碼 |
| Teacher Retirement System of Texas | 43,541 | $894.0 萬 | 0.04% | +23,367+115.8% | 加碼 |
| Great West Life Assurance Co | 42,954 | $885.2 萬 | 0.01% | +1,052+2.5% | 加碼 |
| Bank of Montreal | 42,486 | $872.3 萬 | 0.00% | +20,612+94.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 40,034 | $822.0 萬 | 0.01% | −1,040−2.5% | 減碼 |
| Man Group plc | 39,238 | $805.6 萬 | 0.02% | −4,321−9.9% | 減碼 |
| Hantz Financial Services, Inc. | 38,271 | $785.8 萬 | 0.12% | −7,454−16.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 37,747 | $760.3 萬 | 0.16% | +174+0.5% | 加碼 |
| HSBC Holdings PLC | 35,718 | $732.3 萬 | 0.00% | −5,616−13.6% | 減碼 |
| Squarepoint Ops LLC | 35,363 | $726.1 萬 | 0.02% | +35,363 | 新進 |
| FineMark National Bank & Trust | 34,414 | $706.6 萬 | 0.23% | −649−1.9% | 減碼 |
| Geneos Wealth Management Inc. | 33,928 | $696.6 萬 | 0.18% | +498+1.5% | 加碼 |
| Trexquant Investment LP | 32,894 | $675.4 萬 | 0.07% | −55,558−62.8% | 減碼 |
| PDT Partners, LLC | 32,615 | $669.7 萬 | 0.42% | +12,274+60.3% | 加碼 |
| Capital Fund Management S.A. | 31,680 | $650.5 萬 | 0.06% | −3,384−9.7% | 減碼 |
| Oppenheimer Asset Management Inc. | 30,547 | $627.2 萬 | 0.07% | −627−2.0% | 減碼 |
| American Century Companies Inc | 29,775 | $611.3 萬 | 0.00% | +7,285+32.4% | 加碼 |
| GWM Advisors LLC | 29,569 | $607.1 萬 | 0.03% | +226+0.8% | 加碼 |
| Ensign Peak Advisors, Inc | 29,256 | $600.7 萬 | 0.01% | −8,610−22.7% | 減碼 |
| MetLife Investment Management | 28,917 | $593.7 萬 | 0.03% | −991−3.3% | 減碼 |
| Horizon Investments, LLC | 28,586 | $586.9 萬 | 0.08% | +8,956+45.6% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 27,977 | $574.4 萬 | 1.89% | −1,444−4.9% | 減碼 |
| Baird Financial Group, Inc. | 27,572 | $566.1 萬 | 0.01% | −4,691−14.5% | 減碼 |
| Atom Investors LP | 27,386 | $562.3 萬 | 0.43% | +27,386 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 28,844 | $560.5 萬 | 0.01% | +1,170+4.2% | 加碼 |
| Pier Capital, LLC | 27,106 | $556.5 萬 | 0.87% | −708−2.5% | 減碼 |
| Dorsey Wright & Associates | 26,869 | $551.7 萬 | 1.23% | +1,200+4.7% | 加碼 |
| Amalgamated Bank | 26,819 | $550.6 萬 | 0.04% | +551+2.1% | 加碼 |
| Triasima Portfolio Management inc. | 26,795 | $550.2 萬 | 0.83% | +5,295+24.6% | 加碼 |
| Cetera Investment Advisers | 26,089 | $535.7 萬 | 0.01% | +7,527+40.6% | 加碼 |
| Victory Capital Management Inc | 25,300 | $519.5 萬 | 0.00% | −4,916−16.3% | 減碼 |
| Harbor Advisors LLC | 25,000 | $513.3 萬 | 0.79% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 24,312 | $499.2 萬 | 0.02% | −954−3.8% | 減碼 |
| Empowered Funds, LLC | 24,224 | $497.4 萬 | 0.05% | +978+4.2% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 24,203 | $496.9 萬 | 0.04% | +3,852+18.9% | 加碼 |
| Weil Company, Inc. | 23,282 | $478.0 萬 | 1.15% | −197−0.8% | 減碼 |
| New York State Teachers Retirement System | 23,104 | $474.4 萬 | 0.01% | 00.0% | 不變 |
| ING Groep NV | 22,600 | $464.0 萬 | 0.03% | +22,600 | 新進 |
| Pathstone Holdings, LLC | 22,160 | $455.0 萬 | 0.02% | +1,491+7.2% | 加碼 |
| Chase Investment Counsel Corp | 22,066 | $453.0 萬 | 1.34% | +921+4.4% | 加碼 |
| US Bancorp | 21,891 | $449.5 萬 | 0.01% | −1,311−5.7% | 減碼 |
| Tudor Investment Corp Et Al | 21,180 | $434.9 萬 | 0.03% | −35,942−62.9% | 減碼 |
| Cerity Partners LLC | 21,009 | $431.4 萬 | 0.01% | +283+1.4% | 加碼 |
| Toroso Investments, LLC | 20,681 | $424.6 萬 | 0.02% | −1,325−6.0% | 減碼 |
| State of Tennessee, Treasury Department | 20,205 | $414.8 萬 | 0.01% | 00.0% | 不變 |
| Atria Investments LLC | 19,557 | $401.5 萬 | 0.05% | −232−1.2% | 減碼 |
| Daiwa Securities Group Inc. | 19,386 | $398.0 萬 | 0.01% | +519+2.8% | 加碼 |
| Pinebridge Investments, L.P. | 19,308 | $396.4 萬 | 0.03% | +6,275+48.1% | 加碼 |
| Dark Forest Capital Management LP | 19,258 | $395.4 萬 | 0.15% | −4,787−19.9% | 減碼 |
| Bell Asset Management Ltd | 19,185 | $393.9 萬 | 1.08% | −11,483−37.4% | 減碼 |
| MML Investors Services, LLC | 19,011 | $390.3 萬 | 0.01% | −1,086−5.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 18,829 | $386.6 萬 | 0.01% | −271−1.4% | 減碼 |
| Sanctuary Advisors, LLC | 18,744 | $384.9 萬 | 0.02% | +689+3.8% | 加碼 |
| Jacobs Levy Equity Management, Inc | 18,737 | $384.7 萬 | 0.02% | −319,366−94.5% | 減碼 |
| Hilton Capital Management, LLC | 18,546 | $380.8 萬 | 0.31% | −2,003−9.7% | 減碼 |
| Creative Planning | 18,488 | $379.6 萬 | 0.00% | +10,134+121.3% | 加碼 |
| Regions Financial Corp | 18,090 | $371.4 萬 | 0.02% | +206+1.2% | 加碼 |
| Ambassador Advisors, LLC | 17,935 | $368.2 萬 | 0.55% | +17,935 | 新進 |
| Fifth Third Bancorp | 17,881 | $367.1 萬 | 0.01% | −1,023−5.4% | 減碼 |
| Yousif Capital Management, LLC | 17,866 | $366.8 萬 | 0.04% | −1,004−5.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 17,475 | $358.8 萬 | 0.00% | +2,127+13.9% | 加碼 |
| Vestcor Inc | 16,895 | $346.9 萬 | 0.10% | −14,621−46.4% | 減碼 |
| ExodusPoint Capital Management, LP | 16,751 | $343.9 萬 | 0.05% | −18,019−51.8% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,649 | $341.8 萬 | 0.01% | +899+5.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 16,620 | $341.3 萬 | 0.03% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 16,437 | $337.5 萬 | 0.10% | −807−4.7% | 減碼 |
| Monument Capital Management | 16,333 | $335.4 萬 | 0.84% | −191−1.2% | 減碼 |
| Caxton Associates LLP | 16,174 | $332.1 萬 | 0.09% | +16,174 | 新進 |
| Quantinno Capital Management LP | 16,104 | $330.7 萬 | 0.01% | +4,848+43.1% | 加碼 |
| Arizona State Retirement System | 15,918 | $326.8 萬 | 0.02% | +151+1.0% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 15,578 | $319.9 萬 | 0.01% | −20,087−56.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 15,577 | $319.8 萬 | 0.01% | +591+3.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 15,506 | $318.4 萬 | 0.01% | +3,706+31.4% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 15,244 | $313.0 萬 | 0.02% | +844+5.9% | 加碼 |
| Louisiana State Employees Retirement System | 15,100 | $310.0 萬 | 0.05% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 14,782 | $303.5 萬 | 0.02% | +691+4.9% | 加碼 |
| Canada Pension Plan Investment Board | 14,700 | $301.8 萬 | 0.00% | 00.0% | 不變 |
| Mariner, LLC | 14,504 | $297.8 萬 | 0.00% | +1,367+10.4% | 加碼 |
| Davenport & Co LLC | 14,323 | $294.1 萬 | 0.02% | −419−2.8% | 減碼 |
| Bank of Nova Scotia | 13,990 | $287.2 萬 | 0.01% | −52,753−79.0% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,954 | $286.5 萬 | 0.01% | +134+1.0% | 加碼 |
| CI Private Wealth, LLC | 13,855 | $284.5 萬 | 0.00% | +1,021+8.0% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 13,836 | $284.1 萬 | 0.38% | +747+5.7% | 加碼 |
| Exchange Traded Concepts, LLC | 13,826 | $283.9 萬 | 0.03% | −529−3.7% | 減碼 |
| State of Michigan Retirement System | 12,900 | $264.9 萬 | 0.01% | 00.0% | 不變 |
| Bokf, NA | 12,744 | $261.7 萬 | 0.04% | +5,999+88.9% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 12,119 | $248.8 萬 | 0.04% | +109+0.9% | 加碼 |
| FJ Capital Management LLC | 11,860 | $243.5 萬 | 0.26% | −222−1.8% | 減碼 |
| QRG Capital Management, Inc. | 11,607 | $238.3 萬 | 0.03% | +6,150+112.7% | 加碼 |
| New Age Alpha Advisors, LLC | 11,468 | $235.5 萬 | 0.10% | −351−3.0% | 減碼 |
| KLP Kapitalforvaltning AS | 11,200 | $230.0 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 11,068 | $227.3 萬 | 0.01% | +1,826+19.8% | 加碼 |