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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 17,543 | $305.6 萬 | 0.03% | +3,717+26.9% | 加碼 |
| Quantinno Capital Management LP | 17,593 | $306.5 萬 | 0.01% | +1,489+9.2% | 加碼 |
| XTX Topco Ltd | 18,126 | $315.7 萬 | 0.08% | +18,126 | 新進 |
| Cinctive Capital Management LP | 18,221 | $317.4 萬 | 0.18% | +9,704+113.9% | 加碼 |
| Regions Financial Corp | 18,490 | $322.1 萬 | 0.02% | +400+2.2% | 加碼 |
| Sanctuary Advisors, LLC | 18,542 | $323.0 萬 | 0.02% | −202−1.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,661 | $325.1 萬 | 0.01% | +2,012+12.1% | 加碼 |
| State of Tennessee, Treasury Department | 19,376 | $326.1 萬 | 0.01% | −829−4.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 18,829 | $328.0 萬 | 0.01% | 00.0% | 不變 |
| Cerity Partners LLC | 18,903 | $329.3 萬 | 0.00% | −2,106−10.0% | 減碼 |
| Ambassador Advisors, LLC | 19,066 | $332.1 萬 | 0.49% | +1,131+6.3% | 加碼 |
| Yousif Capital Management, LLC | 17,622 | $333.9 萬 | 0.04% | −244−1.4% | 減碼 |
| Daiwa Securities Group Inc. | 19,513 | $339.9 萬 | 0.01% | +127+0.7% | 加碼 |
| Weiss Asset Management LP | 19,558 | $340.7 萬 | 0.05% | +19,558 | 新進 |
| Atria Investments LLC | 19,650 | $342.3 萬 | 0.04% | +93+0.5% | 加碼 |
| US Bancorp | 19,968 | $347.8 萬 | 0.00% | −1,923−8.8% | 減碼 |
| Pathstone Holdings, LLC | 20,063 | $349.5 萬 | 0.01% | −2,097−9.5% | 減碼 |
| Ensign Peak Advisors, Inc | 20,142 | $350.9 萬 | 0.01% | −9,114−31.2% | 減碼 |
| MML Investors Services, LLC | 20,600 | $358.8 萬 | 0.01% | +1,589+8.4% | 加碼 |
| American Century Companies Inc | 21,320 | $371.4 萬 | 0.00% | −8,455−28.4% | 減碼 |
| Weil Company, Inc. | 21,521 | $374.9 萬 | 0.86% | −1,761−7.6% | 減碼 |
| GWM Advisors LLC | 21,566 | $375.6 萬 | 0.01% | −8,003−27.1% | 減碼 |
| New York State Teachers Retirement System | 22,230 | $387.2 萬 | 0.01% | −874−3.8% | 減碼 |
| Treasurer of the State of North Carolina | 22,658 | $394.7 萬 | 0.01% | −1,654−6.8% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 22,793 | $397.0 萬 | 0.03% | −1,410−5.8% | 減碼 |
| Bell Asset Management Ltd | 22,891 | $399.7 萬 | 1.07% | +3,706+19.3% | 加碼 |
| Hilton Capital Management, LLC | 23,168 | $403.6 萬 | 0.30% | +4,622+24.9% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 23,339 | $406.4 萬 | 0.02% | +8,095+53.1% | 加碼 |
| Creative Planning | 24,150 | $420.7 萬 | 0.00% | +5,662+30.6% | 加碼 |
| Comerica Bank | 24,154 | $420.7 萬 | 0.02% | −25,001−50.9% | 減碼 |
| PDT Partners, LLC | 24,781 | $431.7 萬 | 0.28% | −7,834−24.0% | 減碼 |
| Amalgamated Bank | 24,844 | $432.8 萬 | 0.03% | −1,975−7.4% | 減碼 |
| Victory Capital Management Inc | 24,969 | $434.9 萬 | 0.00% | −331−1.3% | 減碼 |
| Harbor Advisors LLC | 25,000 | $435.5 萬 | 0.65% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 25,110 | $437.4 萬 | 0.01% | −2,462−8.9% | 減碼 |
| HSBC Holdings PLC | 25,676 | $448.1 萬 | 0.00% | −10,042−28.1% | 減碼 |
| Jacobs Levy Equity Management, Inc | 26,379 | $459.5 萬 | 0.02% | +7,642+40.8% | 加碼 |
| Amundi | 26,837 | $467.5 萬 | 0.00% | −81,003−75.1% | 減碼 |
| Toroso Investments, LLC | 26,946 | $469.4 萬 | 0.02% | +6,265+30.3% | 加碼 |
| MetLife Investment Management | 27,624 | $481.2 萬 | 0.02% | −1,293−4.5% | 減碼 |
| Schonfeld Strategic Advisors LLC | 27,924 | $486.4 萬 | 0.02% | +27,924 | 新進 |
| Walled Lake Planning & Wealth Management, LLC | 28,000 | $487.7 萬 | 1.54% | +23+0.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 28,070 | $489.0 萬 | 0.06% | −2,477−8.1% | 減碼 |
| Dorsey Wright & Associates | 28,123 | $490.1 萬 | 1.06% | +1,254+4.7% | 加碼 |
| Cetera Investment Advisers | 28,733 | $500.5 萬 | 0.01% | +2,644+10.1% | 加碼 |
| Hantz Financial Services, Inc. | 30,066 | $523.7 萬 | 0.08% | −8,205−21.4% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 28,878 | $534.3 萬 | 0.01% | +34+0.1% | 加碼 |
| Transamerica Financial Advisors, Inc. | 30,731 | $535.3 萬 | 0.45% | +28,518+1,288.7% | 加碼 |
| New Age Alpha Advisors, LLC | 30,856 | $537.5 萬 | 0.23% | +19,388+169.1% | 加碼 |
| Trexquant Investment LP | 31,685 | $551.9 萬 | 0.05% | −1,209−3.7% | 減碼 |
| Advisor Group Holdings, Inc. | 33,033 | $575.4 萬 | 0.01% | −17,553−34.7% | 減碼 |
| Voloridge Investment Management, LLC | 33,495 | $583.4 萬 | 0.02% | −24,346−42.1% | 減碼 |
| Geneos Wealth Management Inc. | 33,516 | $583.8 萬 | 0.14% | −412−1.2% | 減碼 |
| Thomas Story & Son LLC | 34,375 | $598.8 萬 | 2.23% | +34,375 | 新進 |
| FineMark National Bank & Trust | 34,466 | $600.4 萬 | 0.19% | +52+0.2% | 加碼 |
| Deutsche Bank AG | 36,029 | $627.6 萬 | 0.00% | +26,124+263.7% | 加碼 |
| Prudential Financial Inc | 36,692 | $645.2 萬 | 0.01% | −40,009−52.2% | 減碼 |
| Great West Life Assurance Co | 38,827 | $676.2 萬 | 0.01% | −4,127−9.6% | 減碼 |
| Wealth High Governance Capital Ltda | 38,974 | $678.9 萬 | 1.99% | −33,026−45.9% | 減碼 |
| BW Gestao de Investimentos Ltda. | 38,974 | $678.9 萬 | 0.24% | −9,026−18.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 39,067 | $680.5 萬 | 0.01% | −967−2.4% | 減碼 |
| Robinhood Asset Management, LLC | 39,395 | $686.2 萬 | 0.55% | +39,395 | 新進 |
| Whittier Trust Co of Nevada Inc | 38,100 | $705.0 萬 | 0.15% | +353+0.9% | 加碼 |
| Man Group plc | 41,311 | $719.6 萬 | 0.01% | +2,073+5.3% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 41,361 | $720.5 萬 | 0.97% | +27,525+198.9% | 加碼 |
| Boston Partners | 43,930 | $765.3 萬 | 0.01% | +43,930 | 新進 |
| Pier Capital, LLC | 44,000 | $766.4 萬 | 1.22% | +16,894+62.3% | 加碼 |
| Public Employees Retirement System of Ohio | 44,722 | $779.0 萬 | 0.02% | −8,992−16.7% | 減碼 |
| King Luther Capital Management Corp | 46,524 | $810.4 萬 | 0.03% | +1,946+4.4% | 加碼 |
| SG Americas Securities, LLC | 47,894 | $834.3 萬 | 0.01% | +44,034+1,140.8% | 加碼 |
| Royce & Associates LP | 48,301 | $841.4 萬 | 0.09% | −4,941−9.3% | 減碼 |
| Van Eck Associates Corp | 48,702 | $848.3 萬 | 0.01% | +3,383+7.5% | 加碼 |
| Teacher Retirement System of Texas | 49,619 | $864.3 萬 | 0.03% | +6,078+14.0% | 加碼 |
| STRS Ohio | 49,996 | $870.9 萬 | 0.03% | +30.0% | 加碼 |
| Campbell & CO Investment Adviser LLC | 50,502 | $879.7 萬 | 0.42% | +50,502 | 新進 |
| California State Teachers Retirement System | 51,376 | $894.9 萬 | 0.01% | +1,445+2.9% | 加碼 |
| Nordea Investment Management AB | 53,126 | $928.0 萬 | 0.01% | −18,129−25.4% | 減碼 |
| ExodusPoint Capital Management, LP | 54,025 | $941.1 萬 | 0.10% | +37,274+222.5% | 加碼 |
| Mutual of America Capital Management LLC | 54,901 | $956.3 萬 | 0.10% | −2,629−4.6% | 減碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 52,129 | $990.0 萬 | 2.46% | −1,978−3.7% | 減碼 |
| Jane Street Group, LLC | 57,521 | $1,002 萬 | 0.01% | +55,248+2,430.6% | 加碼 |
| Wealth High Governance Asset Management Ltda. | 61,026 | $1,063 萬 | 1.90% | +61,026 | 新進 |
| Retirement Systems of Alabama | 65,426 | $1,140 萬 | 0.04% | −309−0.5% | 減碼 |
| Aptus Capital Advisors, LLC | 65,889 | $1,148 萬 | 0.10% | +286+0.4% | 加碼 |
| Citadel Advisors LLC | 67,083 | $1,169 萬 | 0.01% | −5,182−7.2% | 減碼 |
| Atwood & Palmer Inc | 69,960 | $1,219 萬 | 0.69% | +69,960 | 新進 |
| Stifel Financial Corp | 73,033 | $1,272 萬 | 0.01% | −8,168−10.1% | 減碼 |
| StonePine Asset Management Inc. | 74,495 | $1,298 萬 | 0.08% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 74,633 | $1,300 萬 | 0.01% | +2,819+3.9% | 加碼 |
| Whittier Trust Co | 70,928 | $1,312 萬 | 0.14% | −124−0.2% | 減碼 |
| Jain Global LLC | 76,453 | $1,332 萬 | 0.13% | +76,453 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 78,842 | $1,373 萬 | 0.02% | +78,456+20,325.4% | 加碼 |
| Interval Partners, LP | 84,954 | $1,480 萬 | 0.35% | +84,954 | 新進 |
| Legal & General Group Plc | 86,209 | $1,502 萬 | 0.00% | −19,736−18.6% | 減碼 |
| ArrowMark Colorado Holdings LLC | 86,601 | $1,509 萬 | 0.33% | +86,601 | 新進 |
| Segall Bryant & Hamill, LLC | 87,982 | $1,533 萬 | 0.21% | +3,955+4.7% | 加碼 |
| Citigroup Inc | 88,080 | $1,534 萬 | 0.01% | −20,977−19.2% | 減碼 |
| Alps Advisors Inc | 92,789 | $1,616 萬 | 0.09% | −4,850−5.0% | 減碼 |
| New York State Common Retirement Fund | 95,225 | $1,659 萬 | 0.02% | −44,315−31.8% | 減碼 |
| Montanaro Asset Management Ltd | 97,650 | $1,701 萬 | 4.74% | +8,650+9.7% | 加碼 |