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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 3,141 | $64.5 萬 | 0.01% | +131+4.4% | 加碼 |
| Dynasty Wealth Management, LLC | 3,109 | $63.8 萬 | 0.01% | +201+6.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 3,094 | $63.5 萬 | 0.00% | −1,859−37.5% | 減碼 |
| First Bank & Trust | 3,054 | $62.7 萬 | 0.11% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 2,937 | $60.3 萬 | 0.01% | +133+4.7% | 加碼 |
| Quantbot Technologies LP | 2,921 | $60.0 萬 | 0.02% | −9,420−76.3% | 減碼 |
| Beverly Hills Private Wealth, LLC | 2,872 | $59.0 萬 | 0.10% | −177−5.8% | 減碼 |
| Baker Ellis Asset Management LLC | 2,869 | $58.9 萬 | 0.07% | +2,869 | 新進 |
| Snowden Capital Advisors LLC | 2,860 | $58.7 萬 | 0.02% | −42−1.4% | 減碼 |
| Utah Retirement Systems | 2,859 | $58.7 萬 | 0.01% | 00.0% | 不變 |
| Vident Advisory, LLC | 2,834 | $58.2 萬 | 0.01% | +149+5.5% | 加碼 |
| Union Bancaire Privee, UBP SA | 2,817 | $58.0 萬 | 0.01% | +311+12.4% | 加碼 |
| Harbor Investment Advisory, LLC | 2,704 | $55.5 萬 | 0.05% | +2,654+5,308.0% | 加碼 |
| Csenge Advisory Group | 2,698 | $55.4 萬 | 0.03% | +2,698 | 新進 |
| Maryland State Retirement & Pension System | 2,697 | $55.4 萬 | 0.01% | +247+10.1% | 加碼 |
| OneAscent Investment Solutions LLC | 2,696 | $55.4 萬 | 0.59% | −187−6.5% | 減碼 |
| Quadrant Capital Group LLC | 2,688 | $55.2 萬 | 0.02% | +193+7.7% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 2,643 | $54.3 萬 | 0.01% | −2,115−44.5% | 減碼 |
| Cynosure Management, LLC | 2,544 | $52.2 萬 | 0.06% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,527 | $51.9 萬 | 0.02% | +128+5.3% | 加碼 |
| Wealth Alliance | 2,512 | $51.6 萬 | 0.05% | +40+1.6% | 加碼 |
| Swiss Life Asset Management Ltd | 2,488 | $51.1 萬 | 0.00% | +1,091+78.1% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 2,449 | $50.3 萬 | 0.25% | −8,462−77.6% | 減碼 |
| Private Advisor Group, LLC | 2,426 | $49.8 萬 | 0.00% | +30+1.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 2,386 | $49.0 萬 | 0.00% | −121−4.8% | 減碼 |
| Aviva PLC | 2,372 | $48.7 萬 | 0.00% | −312−11.6% | 減碼 |
| Wealthcare Capital Partners, LLC | 2,316 | $47.6 萬 | 0.22% | +6+0.3% | 加碼 |
| ProShare Advisors LLC | 2,313 | $47.5 萬 | 0.00% | −72−3.0% | 減碼 |
| Optimize Financial Inc | 2,290 | $47.0 萬 | 0.24% | +2,290 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 2,288 | $47.0 萬 | 0.00% | −1,336−36.9% | 減碼 |
| Jane Street Group, LLC | 2,273 | $46.7 萬 | 0.00% | −87,416−97.5% | 減碼 |
| Vista Finance, LLC | 2,228 | $45.7 萬 | 0.30% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 2,213 | $45.4 萬 | 0.04% | +2,213 | 新進 |
| Commonwealth Equity Services, LLC | 2,173 | $44.6 萬 | 0.00% | +379+21.1% | 加碼 |
| Beacon Pointe Advisors, LLC | 2,143 | $44.0 萬 | 0.00% | +2,143 | 新進 |
| J2 Capital Management Inc | 2,138 | $43.9 萬 | 0.33% | −177−7.6% | 減碼 |
| Merit Financial Group, LLC | 2,113 | $43.4 萬 | 0.00% | −235−10.0% | 減碼 |
| Sterling Capital Management LLC | 2,100 | $43.1 萬 | 0.01% | −158−7.0% | 減碼 |
| Round Rock Advisors, LLC | 2,073 | $42.6 萬 | 0.07% | +2,073 | 新進 |
| Callan Family Office, LLC | 2,072 | $42.5 萬 | 0.01% | −2,616−55.8% | 減碼 |
| HighPoint Advisor Group LLC | 2,065 | $42.4 萬 | 0.02% | −190−8.4% | 減碼 |
| SRS Capital Advisors, Inc. | 1,992 | $40.9 萬 | 0.01% | +1,931+3,165.6% | 加碼 |
| Legacy Wealth Asset Management, LLC | 1,992 | $40.9 萬 | 0.10% | +76+4.0% | 加碼 |
| Shelton Capital Management | 1,924 | $39.5 萬 | 0.01% | 00.0% | 不變 |
| Benjamin Edwards Inc | 1,915 | $39.3 萬 | 0.00% | +1,915 | 新進 |
| Rehmann Capital Advisory Group | 1,896 | $38.9 萬 | 0.02% | +199+11.7% | 加碼 |
| Evergreen Capital Management LLC | 1,893 | $38.9 萬 | 0.01% | +1,893 | 新進 |
| Alliance Wealth Advisors, LLC | 1,843 | $37.8 萬 | 0.09% | −233−11.2% | 減碼 |
| AE Wealth Management LLC | 1,842 | $37.8 萬 | 0.00% | +163+9.7% | 加碼 |
| Trajan Wealth LLC | 1,832 | $37.6 萬 | 0.02% | −283−13.4% | 減碼 |
| Anb Bank | 1,830 | $37.6 萬 | 0.15% | −32−1.7% | 減碼 |
| We Are One Seven, LLC | 1,828 | $37.5 萬 | 0.01% | −64−3.4% | 減碼 |
| Cassaday & Co Wealth Management LLC | 1,806 | $37.1 萬 | 0.01% | +23+1.3% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 1,787 | $36.7 萬 | 0.14% | +327+22.4% | 加碼 |
| Ci Investments Inc. | 1,773 | $36.4 萬 | 0.00% | −205−10.4% | 減碼 |
| Evoke Wealth, LLC | 1,724 | $35.4 萬 | 0.01% | +15+0.9% | 加碼 |
| Brown Miller Wealth Management, LLC | 1,720 | $35.3 萬 | 0.10% | +163+10.5% | 加碼 |
| SFMG, LLC | 1,716 | $35.2 萬 | 0.02% | 00.0% | 不變 |
| American Trust | 1,680 | $34.5 萬 | 0.03% | −240−12.5% | 減碼 |
| Bessemer Group Inc | 1,670 | $34.3 萬 | 0.00% | +171+11.4% | 加碼 |
| Hamilton Capital Partners Inc. | 1,668 | $34.2 萬 | 0.01% | 00.0% | 不變 |
| CIBC Asset Management Inc | 1,644 | $33.8 萬 | 0.00% | 00.0% | 不變 |
| Fedenia Advisers LLC | 1,634 | $33.5 萬 | 0.13% | +41+2.6% | 加碼 |
| IFP Advisors, Inc | 1,622 | $33.3 萬 | 0.01% | −60−3.6% | 減碼 |
| OneAscent Wealth Management LLC | 1,619 | $33.2 萬 | 0.11% | +47+3.0% | 加碼 |
| Serenus Wealth Advisors, LLC | 1,610 | $33.1 萬 | 0.06% | 00.0% | 不變 |
| Wallace Advisory Group, LLC | 1,793 | $32.3 萬 | 0.26% | −540−23.1% | 減碼 |
| KBC Group NV | 1,557 | $32.0 萬 | 0.00% | +170+12.3% | 加碼 |
| NewEdge Wealth, LLC | 1,778 | $31.9 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 1,550 | $31.8 萬 | 0.01% | 00.0% | 不變 |
| Engineers Gate Manager LP | 1,548 | $31.8 萬 | 0.00% | −13,206−89.5% | 減碼 |
| Martingale Asset Management L P | 1,533 | $31.5 萬 | 0.01% | −710−31.7% | 減碼 |
| Riverwater Partners LLC | 1,458 | $29.9 萬 | 0.12% | 00.0% | 不變 |
| Longboard Asset Management, LP | 1,458 | $29.9 萬 | 0.48% | +1,458 | 新進 |
| FourThought Financial Partners, LLC | 1,453 | $29.8 萬 | 0.03% | +1,453 | 新進 |
| Nisa Investment Advisors, LLC | 1,443 | $29.6 萬 | 0.00% | +10+0.7% | 加碼 |
| Arkadios Wealth Advisors | 1,440 | $29.6 萬 | 0.01% | +1,440 | 新進 |
| Global Retirement Partners, LLC | 1,412 | $29.0 萬 | 0.01% | +191+15.6% | 加碼 |
| Scissortail Wealth Management, LLC | 1,406 | $28.9 萬 | 0.06% | 00.0% | 不變 |
| Umb Bank N A | 1,405 | $28.8 萬 | 0.00% | +2+0.1% | 加碼 |
| PFW Advisors LLC | 1,402 | $28.8 萬 | 0.09% | 00.0% | 不變 |
| Ritholtz Wealth Management | 1,391 | $28.6 萬 | 0.01% | +13+0.9% | 加碼 |
| Okabena Investment Services Inc | 1,382 | $28.4 萬 | 0.06% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,381 | $28.4 萬 | 0.01% | −2,084−60.1% | 減碼 |
| Jefferies Financial Group Inc. | 1,378 | $28.3 萬 | 0.00% | +111+8.8% | 加碼 |
| Forum Financial Management, LP | 1,372 | $28.2 萬 | 0.00% | +231+20.2% | 加碼 |
| Infrastructure Capital Advisors, LLC | 1,572 | $28.2 萬 | 0.03% | +1,572 | 新進 |
| Covestor Ltd | 1,357 | $27.9 萬 | 0.15% | +221+19.5% | 加碼 |
| Voya Financial Advisors, Inc. | 1,324 | $27.3 萬 | 0.03% | −329−19.9% | 減碼 |
| Brown Brothers Harriman & Co | 1,308 | $26.9 萬 | 0.00% | +504+62.7% | 加碼 |
| Beirne Wealth Consulting Services, LLC | 1,305 | $26.8 萬 | 0.06% | +1,305 | 新進 |
| Sagespring Wealth Partners, LLC | 1,281 | $26.3 萬 | 0.01% | +1,281 | 新進 |
| Profund Advisors LLC | 1,270 | $26.1 萬 | 0.01% | +24+1.9% | 加碼 |
| denkapparat Operations GmbH | 1,270 | $26.1 萬 | 0.17% | +1,270 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 1,263 | $25.9 萬 | 0.01% | −31−2.4% | 減碼 |
| Vise Technologies, Inc. | 1,234 | $25.3 萬 | 0.01% | +121+10.9% | 加碼 |
| Meeder Advisory Services, Inc. | 1,233 | $25.3 萬 | 0.01% | +25+2.1% | 加碼 |
| OneAscent Family Office, LLC | 1,228 | $25.2 萬 | 0.21% | +35+2.9% | 加碼 |
| Blair William & Co | 1,223 | $25.1 萬 | 0.00% | +1,223 | 新進 |
| Resources Investment Advisors, LLC. | 1,214 | $24.9 萬 | 0.00% | −55−4.3% | 減碼 |