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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 1,775 | $30.9 萬 | 0.00% | −4,367−71.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 1,775 | $30.9 萬 | 0.00% | +819+85.7% | 加碼 |
| NewEdge Wealth, LLC | 1,780 | $31.0 萬 | 0.00% | +2+0.1% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 1,787 | $31.1 萬 | 0.11% | 00.0% | 不變 |
| Anb Bank | 1,807 | $31.5 萬 | 0.12% | −23−1.3% | 減碼 |
| Shelton Capital Management | 1,813 | $31.6 萬 | 0.01% | −111−5.8% | 減碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 1,817 | $31.7 萬 | 0.01% | +1,817 | 新進 |
| Commonwealth Equity Services, LLC | 1,859 | $32.4 萬 | 0.00% | −314−14.5% | 減碼 |
| Boothbay Fund Management, LLC | 1,859 | $32.4 萬 | 0.01% | +1,859 | 新進 |
| Rehmann Capital Advisory Group | 1,868 | $32.7 萬 | 0.02% | −28−1.5% | 減碼 |
| AE Wealth Management LLC | 1,898 | $33.1 萬 | 0.00% | +56+3.0% | 加碼 |
| Index Technologies Group LLC | 1,898 | $33.1 萬 | 0.35% | +1,898 | 新進 |
| North Dakota State Investment Board | 1,914 | $33.3 萬 | 0.01% | +1,914 | 新進 |
| Vise Technologies, Inc. | 1,919 | $33.4 萬 | 0.01% | +685+55.5% | 加碼 |
| Concurrent Investment Advisors, LLC | 1,927 | $33.6 萬 | 0.00% | +1,927 | 新進 |
| Argos Wealth Advisors, LLC | 1,930 | $33.6 萬 | 0.10% | +1,930 | 新進 |
| We Are One Seven, LLC | 1,964 | $34.2 萬 | 0.01% | +136+7.4% | 加碼 |
| Glenmede Trust Co NA | 2,029 | $35.3 萬 | 0.00% | +2,029 | 新進 |
| Legacy Wealth Asset Management, LLC | 2,040 | $35.5 萬 | 0.09% | +48+2.4% | 加碼 |
| Picton Mahoney Asset Management | 2,049 | $35.7 萬 | 0.00% | +2,049 | 新進 |
| Beacon Pointe Advisors, LLC | 2,054 | $35.8 萬 | 0.00% | −89−4.2% | 減碼 |
| HighPoint Advisor Group LLC | 2,062 | $35.9 萬 | 0.01% | −3−0.1% | 減碼 |
| Round Rock Advisors, LLC | 2,073 | $36.1 萬 | 0.05% | 00.0% | 不變 |
| Umb Bank N A | 2,073 | $36.1 萬 | 0.00% | +668+47.5% | 加碼 |
| Vista Finance, LLC | 2,123 | $37.0 萬 | 0.25% | −105−4.7% | 減碼 |
| Sterling Capital Management LLC | 2,128 | $37.1 萬 | 0.01% | +28+1.3% | 加碼 |
| MQS Management LLC | 2,185 | $38.1 萬 | 0.22% | +2,185 | 新進 |
| ProShare Advisors LLC | 2,187 | $38.1 萬 | 0.00% | −126−5.4% | 減碼 |
| Two Sigma Advisers, LP | 2,200 | $38.3 萬 | 0.00% | −1,100−33.3% | 減碼 |
| Quadrant Capital Group LLC | 2,210 | $38.5 萬 | 0.01% | −478−17.8% | 減碼 |
| Benjamin Edwards Inc | 2,219 | $38.6 萬 | 0.00% | +304+15.9% | 加碼 |
| Private Advisor Group, LLC | 2,241 | $39.0 萬 | 0.00% | −185−7.6% | 減碼 |
| Freestone Grove Partners LP | 2,274 | $39.6 萬 | 0.00% | +2,274 | 新進 |
| Cynosure Management, LLC | 2,278 | $39.7 萬 | 0.04% | −266−10.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 2,303 | $40.1 萬 | 0.00% | +15+0.7% | 加碼 |
| Optimize Financial Inc | 2,322 | $40.4 萬 | 0.20% | +32+1.4% | 加碼 |
| Wealthcare Capital Partners, LLC | 2,324 | $40.5 萬 | 0.19% | +8+0.3% | 加碼 |
| McGuire Capital Advisors Inc | 2,330 | $40.6 萬 | 0.26% | +2,330 | 新進 |
| Steward Partners Investment Advisory, LLC | 2,357 | $41.1 萬 | 0.00% | −29−1.2% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,478 | $43.2 萬 | 0.02% | −49−1.9% | 減碼 |
| Baker Ellis Asset Management LLC | 2,500 | $43.5 萬 | 0.05% | −369−12.9% | 減碼 |
| Beverly Hills Private Wealth, LLC | 2,503 | $43.6 萬 | 0.07% | −369−12.8% | 減碼 |
| Wealth Alliance | 2,595 | $45.2 萬 | 0.04% | +83+3.3% | 加碼 |
| Integrated Quantitative Investments LLC | 2,650 | $46.2 萬 | 0.10% | +2,650 | 新進 |
| Vident Advisory, LLC | 2,676 | $46.6 萬 | 0.00% | −158−5.6% | 減碼 |
| Maryland State Retirement & Pension System | 2,697 | $47.0 萬 | 0.01% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 2,732 | $47.6 萬 | 0.01% | −128−4.5% | 減碼 |
| Engineers Gate Manager LP | 2,737 | $47.7 萬 | 0.01% | +1,189+76.8% | 加碼 |
| CAPROCK Group, Inc. | 2,741 | $47.8 萬 | 0.01% | −1,183−30.1% | 減碼 |
| Scientech Research LLC | 2,771 | $48.3 萬 | 0.30% | +2,771 | 新進 |
| Aviva PLC | 2,783 | $48.5 萬 | 0.00% | +411+17.3% | 加碼 |
| OneAscent Investment Solutions LLC | 2,813 | $49.0 萬 | 0.52% | +117+4.3% | 加碼 |
| Fiduciary Trust Co | 2,823 | $49.2 萬 | 0.01% | −318−10.1% | 減碼 |
| Caxton Associates LLP | 2,857 | $49.8 萬 | 0.01% | −13,317−82.3% | 減碼 |
| Utah Retirement Systems | 2,859 | $49.8 萬 | 0.00% | 00.0% | 不變 |
| Csenge Advisory Group | 2,895 | $50.4 萬 | 0.02% | +197+7.3% | 加碼 |
| Mirabella Financial Services LLP | 2,919 | $50.8 萬 | 0.05% | +2,919 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 3,040 | $53.0 萬 | 0.01% | −3,835−55.8% | 減碼 |
| First Bank & Trust | 3,054 | $53.2 萬 | 0.09% | 00.0% | 不變 |
| Dynasty Wealth Management, LLC | 3,098 | $54.0 萬 | 0.01% | −11−0.4% | 減碼 |
| Inspire Advisors, LLC | 3,102 | $54.0 萬 | 0.05% | +3,102 | 新進 |
| Kestra Advisory Services, LLC | 3,109 | $54.2 萬 | 0.00% | −381−10.9% | 減碼 |
| J2 Capital Management Inc | 3,126 | $54.5 萬 | 0.40% | +988+46.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,167 | $55.2 萬 | 0.01% | +1,786+129.3% | 加碼 |
| Guggenheim Capital LLC | 3,228 | $56.2 萬 | 0.00% | −539−14.3% | 減碼 |
| Dynamic Technology Lab Private Ltd | 3,280 | $57.1 萬 | 0.13% | +3,280 | 新進 |
| Integrated Investment Consultants, LLC | 3,295 | $57.4 萬 | 0.11% | −1,019−23.6% | 減碼 |
| Illinois Municipal Retirement Fund | 3,350 | $58.4 萬 | 0.01% | −6,013−64.2% | 減碼 |
| Janney Montgomery Scott LLC | 3,393 | $59.1 萬 | 0.00% | −202−5.6% | 減碼 |
| Bridgewater Associates, LP | 3,598 | $62.7 萬 | 0.00% | +3,598 | 新進 |
| Hanlon Investment Management, Inc. | 3,672 | $64.0 萬 | 0.35% | −204−5.3% | 減碼 |
| Alpine Woods Capital Investors, LLC | 3,687 | $64.2 萬 | 0.15% | −53−1.4% | 減碼 |
| Custom Index Systems, LLC | 3,712 | $64.7 萬 | 0.29% | −979−20.9% | 減碼 |
| Studio Investment Management LLC | 3,714 | $64.7 萬 | 0.12% | −50−1.3% | 減碼 |
| Los Angeles Capital Management LLC | 3,295 | $65.7 萬 | 0.00% | −37−1.1% | 減碼 |
| Brookstone Capital Management | 3,791 | $66.0 萬 | 0.01% | −37−1.0% | 減碼 |
| Clifford Group, LLC | 3,806 | $66.3 萬 | 0.51% | +43+1.1% | 加碼 |
| State of Wyoming | 3,817 | $66.5 萬 | 0.07% | +233+6.5% | 加碼 |
| Yorktown Management & Research Co Inc | 3,850 | $67.1 萬 | 0.54% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 3,856 | $67.2 萬 | 0.01% | −188−4.6% | 減碼 |
| Bank of Nova Scotia | 3,886 | $67.7 萬 | 0.00% | −10,104−72.2% | 減碼 |
| Impact Partnership Wealth, LLC | 3,930 | $68.5 萬 | 0.09% | +3,930 | 新進 |
| Securian Asset Management, Inc | 3,951 | $68.8 萬 | 0.03% | −100−2.5% | 減碼 |
| Naples Global Advisors, LLC | 3,965 | $69.1 萬 | 0.05% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 4,008 | $69.8 萬 | 0.00% | +1,520+61.1% | 加碼 |
| Ethic Inc. | 4,027 | $70.1 萬 | 0.01% | −398−9.0% | 減碼 |
| Lecap Asset Management Ltd | 4,030 | $70.2 萬 | 0.28% | +4,030 | 新進 |
| Diversified Trust Co | 4,055 | $70.6 萬 | 0.01% | +840+26.1% | 加碼 |
| Callan Family Office, LLC | 4,104 | $71.5 萬 | 0.02% | +2,032+98.1% | 加碼 |
| Aquatic Capital Management LLC | 4,107 | $71.5 萬 | 0.02% | −889−17.8% | 減碼 |
| Mercer Global Advisors Inc | 4,111 | $71.6 萬 | 0.00% | −465−10.2% | 減碼 |
| Marshall Wace, LLP | 4,229 | $73.7 萬 | 0.00% | +4,229 | 新進 |
| Sendero Wealth Management, LLC | 4,312 | $75.1 萬 | 0.08% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 4,313 | $75.1 萬 | 0.01% | −233−5.1% | 減碼 |
| Acadian Asset Management LLC | 4,323 | $75.3 萬 | 0.00% | −47,310−91.6% | 減碼 |
| Federated Hermes, Inc. | 4,384 | $76.4 萬 | 0.00% | −473−9.7% | 減碼 |
| First Eagle Investment Management, LLC | 4,524 | $78.8 萬 | 0.00% | +322+7.7% | 加碼 |
| AXA S.A. | 4,737 | $82.5 萬 | 0.39% | +4,737 | 新進 |
| Magnetar Financial LLC | 4,796 | $83.5 萬 | 0.01% | +4,796 | 新進 |
| Commerce Bank | 4,807 | $83.7 萬 | 0.00% | +177+3.8% | 加碼 |