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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 10,905 | $223.9 萬 | 0.03% | −100−0.9% | 減碼 |
| Appleton Partners Inc | 10,835 | $222.5 萬 | 0.15% | +10,835 | 新進 |
| Brinker Capital Investments, LLC | 10,734 | $220.4 萬 | 0.02% | +160+1.5% | 加碼 |
| Assetmark, Inc | 10,655 | $218.8 萬 | 0.00% | −12−0.1% | 減碼 |
| New Mexico Educational Retirement Board | 10,600 | $217.6 萬 | 0.07% | 00.0% | 不變 |
| Spears Abacus Advisors LLC | 10,504 | $215.7 萬 | 0.04% | −105−1.0% | 減碼 |
| Gibbs Wealth Management | 10,379 | $213.1 萬 | 0.48% | +3,524+51.4% | 加碼 |
| Intech Investment Management LLC | 10,018 | $205.7 萬 | 0.02% | +10,018 | 新進 |
| Deutsche Bank AG | 9,905 | $203.4 萬 | 0.00% | −40,258−80.3% | 減碼 |
| JustInvest LLC | 9,825 | $201.8 萬 | 0.02% | +885+9.9% | 加碼 |
| Rockefeller Capital Management L.P. | 9,555 | $196.2 萬 | 0.00% | +9,555 | 新進 |
| Richard Bernstein Advisors LLC | 9,459 | $194.2 萬 | 0.06% | −13,836−59.4% | 減碼 |
| Illinois Municipal Retirement Fund | 9,363 | $192.2 萬 | 0.02% | −3,401−26.6% | 減碼 |
| Linden Thomas Advisory Services, LLC | 9,062 | $186.1 萬 | 0.19% | +291+3.3% | 加碼 |
| Park Avenue Securities LLC | 8,975 | $184.3 萬 | 0.01% | −67−0.7% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 8,806 | $180.8 萬 | 0.00% | +8,806 | 新進 |
| Cinctive Capital Management LP | 8,517 | $174.9 萬 | 0.09% | +8,517 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,508 | $174.7 萬 | 0.06% | −10.0% | 減碼 |
| Crawford Investment Counsel Inc | 8,470 | $173.9 萬 | 0.03% | −1,001−10.6% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,205 | $168.5 萬 | 0.00% | +1,753+27.2% | 加碼 |
| Truist Financial Corp | 8,113 | $166.6 萬 | 0.00% | +286+3.7% | 加碼 |
| Stegent Equity Advisors, Inc. | 8,029 | $164.9 萬 | 1.34% | −6,233−43.7% | 減碼 |
| Xponance, Inc. | 8,026 | $164.8 萬 | 0.01% | +68+0.9% | 加碼 |
| Cim, LLC | 7,985 | $163.9 萬 | 0.21% | +7,985 | 新進 |
| Harbor Capital Advisors, Inc. | 7,587 | $155.8 萬 | 0.12% | −16,368−68.3% | 減碼 |
| Highland Capital Management, LLC | 7,584 | $155.7 萬 | 0.08% | −478−5.9% | 減碼 |
| Pictet Asset Management Holding SA | 7,512 | $154.2 萬 | 0.00% | −455−5.7% | 減碼 |
| James Investment Research Inc | 7,456 | $153.1 萬 | 0.17% | +1,115+17.6% | 加碼 |
| Voleon Capital Management LP | 7,436 | $152.7 萬 | 0.04% | −7,741−51.0% | 減碼 |
| Sequoia Financial Advisors, LLC | 7,365 | $151.2 萬 | 0.01% | +2,460+50.2% | 加碼 |
| Advisory Services Network, LLC | 7,267 | $149.2 萬 | 0.02% | +129+1.8% | 加碼 |
| Pacer Advisors, Inc. | 7,235 | $148.5 萬 | 0.00% | +2,485+52.3% | 加碼 |
| Jump Financial, LLC | 7,095 | $145.7 萬 | 0.02% | +4,793+208.2% | 加碼 |
| Smith Group Asset Management, LLC | 7,080 | $145.4 萬 | 0.08% | −240−3.3% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 7,027 | $144.3 萬 | 0.01% | −1,387−16.5% | 減碼 |
| Strategic Wealth Designers | 6,960 | $142.9 萬 | 0.12% | +6,744+3,122.2% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 6,875 | $141.2 萬 | 0.02% | +3,835+126.2% | 加碼 |
| Taylor Frigon Capital Management LLC | 6,794 | $139.5 萬 | 0.69% | +119+1.8% | 加碼 |
| Cresset Asset Management, LLC | 6,702 | $137.6 萬 | 0.01% | +272+4.2% | 加碼 |
| Norden Group LLC | 6,401 | $131.4 萬 | 0.13% | +1,153+22.0% | 加碼 |
| Voya Investment Management LLC | 6,392 | $131.2 萬 | 0.00% | −7,726−54.7% | 減碼 |
| Jones Financial Companies LLLP | 6,358 | $130.9 萬 | 0.00% | +410+6.9% | 加碼 |
| Kestra Private Wealth Services, LLC | 6,142 | $126.1 萬 | 0.02% | +4,031+191.0% | 加碼 |
| Algert Global LLC | 6,026 | $123.7 萬 | 0.02% | −750−11.1% | 減碼 |
| Intrust Bank NA | 5,956 | $122.3 萬 | 0.10% | −48−0.8% | 減碼 |
| State of Alaska, Department of Revenue | 5,945 | $122.0 萬 | 0.01% | −105−1.7% | 減碼 |
| TD Asset Management Inc | 5,900 | $121.1 萬 | 0.00% | 00.0% | 不變 |
| Resources Management Corp | 5,845 | $120.0 萬 | 0.16% | 00.0% | 不變 |
| Mount Lucas Management LP | 5,681 | $116.6 萬 | 0.53% | −425−7.0% | 減碼 |
| Mayflower Financial Advisors, LLC | 1,121,832 | $116.1 萬 | 0.15% | +1,121,832 | 新進 |
| Connable Office Inc | 5,576 | $114.5 萬 | 0.11% | 00.0% | 不變 |
| Two Sigma Investments, LP | 5,474 | $112.4 萬 | 0.00% | −65,833−92.3% | 減碼 |
| Portside Wealth Group, LLC | 5,362 | $110.1 萬 | 0.15% | +823+18.1% | 加碼 |
| Captrust Financial Advisors | 5,301 | $108.8 萬 | 0.00% | +440+9.1% | 加碼 |
| Fulton Bank, N.A. | 5,254 | $107.9 萬 | 0.04% | −926−15.0% | 減碼 |
| Moneta Group Investment Advisors LLC | 5,206 | $106.9 萬 | 0.01% | +12+0.2% | 加碼 |
| Summit Trail Advisors, LLC | 5,179 | $106.3 萬 | 0.01% | +2,255+77.1% | 加碼 |
| State of Wisconsin Investment Board | 5,106 | $104.8 萬 | 0.00% | −23−0.4% | 減碼 |
| GAMMA Investing LLC | 5,079 | $104.3 萬 | 0.06% | +361+7.7% | 加碼 |
| Numerai GP LLC | 5,028 | $103.2 萬 | 0.15% | −51−1.0% | 減碼 |
| Aquatic Capital Management LLC | 4,996 | $102.6 萬 | 0.02% | −24,681−83.2% | 減碼 |
| Federated Hermes, Inc. | 4,857 | $99.7 萬 | 0.00% | −164−3.3% | 減碼 |
| Custom Index Systems, LLC | 4,691 | $96.3 萬 | 0.29% | +1,501+47.1% | 加碼 |
| Commerce Bank | 4,630 | $95.1 萬 | 0.01% | +300+6.9% | 加碼 |
| Mercer Global Advisors Inc | 4,576 | $94.0 萬 | 0.00% | +1,960+74.9% | 加碼 |
| Sowell Financial Services LLC | 4,571 | $93.9 萬 | 0.04% | +55+1.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 4,546 | $93.3 萬 | 0.01% | −926−16.9% | 減碼 |
| Bridges Investment Management Inc | 4,443 | $91.2 萬 | 0.01% | −44−1.0% | 減碼 |
| Ethic Inc. | 4,425 | $90.9 萬 | 0.01% | −840−16.0% | 減碼 |
| Integrated Investment Consultants, LLC | 4,314 | $88.6 萬 | 0.15% | 00.0% | 不變 |
| Sendero Wealth Management, LLC | 4,312 | $88.5 萬 | 0.10% | 00.0% | 不變 |
| Walleye Capital LLC | 4,224 | $86.7 萬 | 0.01% | +4,224 | 新進 |
| Integrated Wealth Concepts LLC | 4,220 | $86.6 萬 | 0.01% | −2,555−37.7% | 減碼 |
| First Eagle Investment Management, LLC | 4,202 | $86.3 萬 | 0.00% | −794−15.9% | 減碼 |
| United Capital Financial Advisers, LLC | 4,113 | $84.4 萬 | 0.01% | +4,113 | 新進 |
| HRT Financial LP | 4,104 | $84.2 萬 | 0.00% | +4,104 | 新進 |
| Entropy Technologies, LP | 4,055 | $83.3 萬 | 0.06% | −5,658−58.3% | 減碼 |
| Securian Asset Management, Inc | 4,051 | $83.2 萬 | 0.02% | −100−2.4% | 減碼 |
| Ronald Blue Trust, Inc. | 4,044 | $83.0 萬 | 0.01% | +260+6.9% | 加碼 |
| Naples Global Advisors, LLC | 3,965 | $81.4 萬 | 0.06% | −10−0.3% | 減碼 |
| Hanlon Investment Management, Inc. | 3,876 | $79.6 萬 | 0.48% | +179+4.8% | 加碼 |
| SG Americas Securities, LLC | 3,860 | $79.3 萬 | 0.00% | −28,091−87.9% | 減碼 |
| Yorktown Management & Research Co Inc | 3,850 | $79.0 萬 | 0.63% | 00.0% | 不變 |
| Brookstone Capital Management | 3,828 | $78.6 萬 | 0.01% | −18−0.5% | 減碼 |
| CAPROCK Group, Inc. | 3,924 | $78.2 萬 | 0.02% | +3,924 | 新進 |
| Guggenheim Capital LLC | 3,767 | $77.3 萬 | 0.01% | −31−0.8% | 減碼 |
| Studio Investment Management LLC | 3,764 | $77.3 萬 | 0.15% | −146−3.7% | 減碼 |
| Clifford Group, LLC | 3,763 | $77.3 萬 | 0.60% | −263−6.5% | 減碼 |
| Alpine Woods Capital Investors, LLC | 3,740 | $76.8 萬 | 0.18% | −8−0.2% | 減碼 |
| Brevan Howard Capital Management LP | 3,653 | $75.0 萬 | 0.01% | −1,729−32.1% | 減碼 |
| Janney Montgomery Scott LLC | 3,595 | $73.8 萬 | 0.00% | −477−11.7% | 減碼 |
| Alamea Verwaltungs GmbH | 3,593 | $73.8 萬 | 0.50% | −4−0.1% | 減碼 |
| State of Wyoming | 3,584 | $73.6 萬 | 0.08% | −403−10.1% | 減碼 |
| Keybank National Association | 3,573 | $73.4 萬 | 0.00% | −101−2.7% | 減碼 |
| Kestra Advisory Services, LLC | 3,490 | $71.6 萬 | 0.00% | +135+4.0% | 加碼 |
| Los Angeles Capital Management LLC | 3,332 | $68.4 萬 | 0.00% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 3,300 | $67.8 萬 | 0.00% | −2,300−41.1% | 減碼 |
| Diversified Trust Co | 3,215 | $66.0 萬 | 0.01% | +12+0.4% | 加碼 |
| National Asset Management, Inc. | 3,173 | $65.2 萬 | 0.03% | −207−6.1% | 減碼 |
| Glenmede Investment Management, LP | 3,155 | $64.8 萬 | 0.00% | +38+1.2% | 加碼 |