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 4 季 13F 持有人
Houlihan Lokey, Inc. 在 2025/12/31 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
- 579
- 較 2025 年第 3 季 +33 家
- 持有股數
- 5,447 萬
- 較 2025 年第 3 季 +161.4 萬 (+3.1%)
- 總市值
- $93.0 億
- 較 2025 年第 3 季 −$13.2 億 (−12.4%)
- 新進機構
- 106
- 另有 174 家加碼
- 清倉機構
- 73
- 另有 225 家減碼
另有 7 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,256,736 | $9.16 億 | 0.01% | −48,446−0.9% | 減碼 |
| BlackRock, Inc. | 5,241,321 | $9.13 億 | 0.02% | −269,388−4.9% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,772,807 | $4.83 億 | 1.30% | −149,067−5.1% | 減碼 |
| Earnest Partners LLC | 2,291,511 | $3.99 億 | 1.71% | −129,622−5.4% | 減碼 |
| Royal Bank of Canada | 1,703,369 | $2.97 億 | 0.05% | +1,334,769+362.1% | 加碼 |
| State Street Corp | 1,703,295 | $2.97 億 | 0.01% | −11,708−0.7% | 減碼 |
| Geode Capital Management, LLC | 1,418,549 | $2.47 億 | 0.02% | +84,757+6.4% | 加碼 |
| Wellington Management Group LLP | 1,283,813 | $2.24 億 | 0.04% | −88,890−6.5% | 減碼 |
| Bank of Montreal | 1,199,459 | $2.09 億 | 0.09% | +1,156,973+2,723.2% | 加碼 |
| FMR LLC | 1,125,462 | $1.96 億 | 0.01% | −309,477−21.6% | 減碼 |
| Bamco Inc | 1,123,951 | $1.96 億 | 0.53% | −6,239−0.6% | 減碼 |
| Capital Research Global Investors | 962,263 | $1.68 億 | 0.03% | +5,822+0.6% | 加碼 |
| Bank of America Corp | 953,840 | $1.66 億 | 0.01% | −46,340−4.6% | 減碼 |
| Raymond James Financial Inc | 796,361 | $1.40 億 | 0.04% | −45,588−5.4% | 減碼 |
| Invesco Ltd. | 760,961 | $1.33 億 | 0.01% | −66,564−8.0% | 減碼 |
| Thrivent Financial for Lutherans | 708,847 | $1.23 億 | 0.22% | −4,647−0.7% | 減碼 |
| Fiduciary Management Inc | 697,293 | $1.21 億 | 1.34% | −50,539−6.8% | 減碼 |
| SEI Investments Co | 688,906 | $1.20 億 | 0.12% | −29,046−4.0% | 減碼 |
| Norges Bank | 662,940 | $1.15 億 | 0.01% | +662,940 | 新進 |
| Neuberger Berman Group LLC | 628,778 | $1.10 億 | 0.08% | −36,958−5.6% | 減碼 |
| Jennison Associates LLC | 587,767 | $1.02 億 | 0.06% | −1,326−0.2% | 減碼 |
| Clearbridge Investments, LLC | 568,883 | $9,909 萬 | 0.08% | −3,880−0.7% | 減碼 |
| Morgan Stanley | 550,308 | $9,586 萬 | 0.01% | −8,976−1.6% | 減碼 |
| Goldman Sachs Group Inc | 544,862 | $9,491 萬 | 0.01% | +92,453+20.4% | 加碼 |
| Dimensional Fund Advisors LP | 535,337 | $9,325 萬 | 0.02% | +13,445+2.6% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 533,456 | $9,292 萬 | 0.06% | −269,687−33.6% | 減碼 |
| Westfield Capital Management Co LP | 520,002 | $9,058 萬 | 0.38% | +113,696+28.0% | 加碼 |
| Northern Trust Corp | 509,671 | $8,878 萬 | 0.01% | −26,817−5.0% | 減碼 |
| Champlain Investment Partners, LLC | 459,100 | $7,997 萬 | 0.81% | −52,181−10.2% | 減碼 |
| Bank of New York Mellon Corp | 424,253 | $7,390 萬 | 0.01% | −64,052−13.1% | 減碼 |
| Charles Schwab Investment Management Inc | 422,344 | $7,357 萬 | 0.01% | +4,801+1.1% | 加碼 |
| First Trust Advisors LP | 408,038 | $7,108 萬 | 0.05% | +14,929+3.8% | 加碼 |
| Wells Fargo & Company | 393,901 | $6,861 萬 | 0.01% | −14,433−3.5% | 減碼 |
| Nomura Asset Management International Inc. | 386,908 | $6,740 萬 | 0.10% | +386,908 | 新進 |
| AQR Capital Management LLC | 379,478 | $6,610 萬 | 0.03% | +145,454+62.2% | 加碼 |
| Van Berkom & Associates Inc. | 377,378 | $6,574 萬 | 1.90% | +686+0.2% | 加碼 |
| GW&K Investment Management, LLC | 356,255 | $6,206 萬 | 0.54% | +13,614+4.0% | 加碼 |
| Fiera Capital Corp | 352,579 | $6,142 萬 | 0.19% | +86,764+32.6% | 加碼 |
| Alliancebernstein L.P. | 352,138 | $6,134 萬 | 0.02% | −108,527−23.6% | 減碼 |
| Envestnet Asset Management Inc | 343,414 | $5,982 萬 | 0.02% | −62,476−15.4% | 減碼 |
| Natixis Advisors, L.P. | 325,664 | $5,673 萬 | 0.08% | +290+0.1% | 加碼 |
| Handelsbanken Fonder AB | 313,458 | $5,460 萬 | 0.16% | −85,000−21.3% | 減碼 |
| Capital International Investors | 313,232 | $5,456 萬 | 0.01% | −257,672−45.1% | 減碼 |
| Ancora Advisors, LLC | 280,261 | $4,882 萬 | 1.01% | +3,433+1.2% | 加碼 |
| Congress Asset Management Co | 266,656 | $4,645 萬 | 0.33% | −108,644−28.9% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 257,463 | $4,485 萬 | 2.14% | −2,733−1.1% | 減碼 |
| Franklin Resources Inc | 239,674 | $4,175 萬 | 0.01% | −26,853−10.1% | 減碼 |
| UBS Group AG | 237,228 | $4,132 萬 | 0.01% | −45,523−16.1% | 減碼 |
| Argent Capital Management LLC | 236,095 | $4,113 萬 | 1.17% | −5,617−2.3% | 減碼 |
| Eventide Asset Management, LLC | 234,404 | $4,088 萬 | 0.64% | +14,356+6.5% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 234,047 | $4,077 萬 | 0.07% | +63,430+37.2% | 加碼 |
| Schroder Investment Management Group | 225,385 | $3,963 萬 | 0.03% | −17,722−7.3% | 減碼 |
| HighTower Advisors, LLC | 222,857 | $3,882 萬 | 0.04% | −24,928−10.1% | 減碼 |
| Barlow Wealth Partners, Inc. | 204,387 | $3,715 萬 | 4.01% | +1,254+0.6% | 加碼 |
| Ameriprise Financial Inc | 201,864 | $3,516 萬 | 0.01% | +97,251+93.0% | 加碼 |
| Renaissance Group LLC | 185,020 | $3,223 萬 | 1.29% | −1,162−0.6% | 減碼 |
| Qube Research & Technologies Ltd | 174,016 | $3,031 萬 | 0.04% | −34,497−16.5% | 減碼 |
| Flputnam Investment Management Co | 171,246 | $2,983 萬 | 0.43% | +4,250+2.5% | 加碼 |
| Janus Henderson Group PLC | 162,168 | $2,825 萬 | 0.01% | +46,135+39.8% | 加碼 |
| Price T Rowe Associates Inc | 160,825 | $2,802 萬 | 0.00% | −168,623−51.2% | 減碼 |
| JPMorgan Chase & Co | 158,530 | $2,761 萬 | 0.00% | −16,165−9.3% | 減碼 |
| Rhumbline Advisers | 157,343 | $2,741 萬 | 0.02% | +1,884+1.2% | 加碼 |
| UBS Asset Management Americas Inc | 153,662 | $2,677 萬 | 0.01% | +8,527+5.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 148,240 | $2,582 萬 | 0.02% | +145,146+4,691.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 146,251 | $2,548 萬 | 0.09% | 00.0% | 不變 |
| Brown Advisory Inc | 140,942 | $2,455 萬 | 0.03% | −19,828−12.3% | 減碼 |
| Tudor Investment Corp Et Al | 126,977 | $2,212 萬 | 0.12% | +105,797+499.5% | 加碼 |
| Fenimore Asset Management Inc | 123,672 | $2,154 萬 | 0.45% | +17,199+16.2% | 加碼 |
| Barclays PLC | 122,900 | $2,141 萬 | 0.01% | −106,175−46.3% | 減碼 |
| GHP Investment Advisors, Inc. | 118,845 | $2,070 萬 | 0.85% | −140−0.1% | 減碼 |
| Nuveen, LLC | 118,820 | $2,070 萬 | 0.01% | +3,327+2.9% | 加碼 |
| Principal Financial Group Inc | 117,096 | $2,040 萬 | 0.01% | −3,507−2.9% | 減碼 |
| LPL Financial LLC | 115,453 | $2,011 萬 | 0.01% | +10,205+9.7% | 加碼 |
| Point72 Asset Management, L.P. | 115,238 | $2,007 萬 | 0.03% | +115,238 | 新進 |
| Walleye Capital LLC | 115,148 | $2,006 萬 | 0.11% | +110,924+2,626.0% | 加碼 |
| Millennium Management LLC | 108,927 | $1,897 萬 | 0.01% | +15,446+16.5% | 加碼 |
| Swiss National Bank | 107,236 | $1,868 萬 | 0.01% | +3,000+2.9% | 加碼 |
| California Public Employees Retirement System | 103,943 | $1,811 萬 | 0.01% | +3,229+3.2% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 99,580 | $1,735 萬 | 0.04% | −68,970−40.9% | 減碼 |
| Montanaro Asset Management Ltd | 97,650 | $1,701 萬 | 4.74% | +8,650+9.7% | 加碼 |
| New York State Common Retirement Fund | 95,225 | $1,659 萬 | 0.02% | −44,315−31.8% | 減碼 |
| Alps Advisors Inc | 92,789 | $1,616 萬 | 0.09% | −4,850−5.0% | 減碼 |
| Citigroup Inc | 88,080 | $1,534 萬 | 0.01% | −20,977−19.2% | 減碼 |
| Segall Bryant & Hamill, LLC | 87,982 | $1,533 萬 | 0.21% | +3,955+4.7% | 加碼 |
| ArrowMark Colorado Holdings LLC | 86,601 | $1,509 萬 | 0.33% | +86,601 | 新進 |
| Legal & General Group Plc | 86,209 | $1,502 萬 | 0.00% | −19,736−18.6% | 減碼 |
| Interval Partners, LP | 84,954 | $1,480 萬 | 0.35% | +84,954 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 78,842 | $1,373 萬 | 0.02% | +78,456+20,325.4% | 加碼 |
| Jain Global LLC | 76,453 | $1,332 萬 | 0.13% | +76,453 | 新進 |
| Whittier Trust Co | 70,928 | $1,312 萬 | 0.14% | −124−0.2% | 減碼 |
| Russell Investments Group, Ltd. | 74,633 | $1,300 萬 | 0.01% | +2,819+3.9% | 加碼 |
| StonePine Asset Management Inc. | 74,495 | $1,298 萬 | 0.08% | 00.0% | 不變 |
| Stifel Financial Corp | 73,033 | $1,272 萬 | 0.01% | −8,168−10.1% | 減碼 |
| Atwood & Palmer Inc | 69,960 | $1,219 萬 | 0.69% | +69,960 | 新進 |
| Citadel Advisors LLC | 67,083 | $1,169 萬 | 0.01% | −5,182−7.2% | 減碼 |
| Aptus Capital Advisors, LLC | 65,889 | $1,148 萬 | 0.10% | +286+0.4% | 加碼 |
| Retirement Systems of Alabama | 65,426 | $1,140 萬 | 0.04% | −309−0.5% | 減碼 |
| Wealth High Governance Asset Management Ltda. | 61,026 | $1,063 萬 | 1.90% | +61,026 | 新進 |
| Jane Street Group, LLC | 57,521 | $1,002 萬 | 0.01% | +55,248+2,430.6% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 52,129 | $990.0 萬 | 2.46% | −1,978−3.7% | 減碼 |