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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 12,197 | $212.5 萬 | 0.02% | +78+0.6% | 加碼 |
| KLP Kapitalforvaltning AS | 11,900 | $207.3 萬 | 0.01% | +700+6.3% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,493 | $200.5 萬 | 0.00% | +3,288+40.1% | 加碼 |
| Twinbeech Capital LP | 11,488 | $200.1 萬 | 0.14% | +11,488 | 新進 |
| Appleton Partners Inc | 11,254 | $196.0 萬 | 0.13% | +419+3.9% | 加碼 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 11,146 | $194.2 萬 | 0.07% | +11,146 | 新進 |
| Oregon Public Employees Retirement Fund | 10,930 | $190.4 萬 | 0.02% | +25+0.2% | 加碼 |
| Oak Thistle LLC | 10,678 | $186.0 萬 | 0.26% | +10,678 | 新進 |
| Rockefeller Capital Management L.P. | 10,663 | $185.7 萬 | 0.00% | +1,108+11.6% | 加碼 |
| New Mexico Educational Retirement Board | 10,600 | $184.6 萬 | 0.06% | 00.0% | 不變 |
| Bokf, NA | 10,548 | $183.7 萬 | 0.03% | −2,196−17.2% | 減碼 |
| State of Wisconsin Investment Board | 10,426 | $181.6 萬 | 0.00% | +5,320+104.2% | 加碼 |
| Brinker Capital Investments, LLC | 10,347 | $180.2 萬 | 0.01% | −387−3.6% | 減碼 |
| CWM, LLC | 10,266 | $178.8 萬 | 0.00% | −802−7.2% | 減碼 |
| Assetmark, Inc | 9,990 | $174.0 萬 | 0.00% | −665−6.2% | 減碼 |
| Spears Abacus Advisors LLC | 9,884 | $172.2 萬 | 0.03% | −620−5.9% | 減碼 |
| Harbor Capital Advisors, Inc. | 9,503 | $165.5 萬 | 0.13% | +1,916+25.3% | 加碼 |
| Linden Thomas Advisory Services, LLC | 9,350 | $162.9 萬 | 0.17% | +288+3.2% | 加碼 |
| Gibbs Wealth Management | 8,761 | $159.3 萬 | 0.39% | −1,618−15.6% | 減碼 |
| Edgestream Partners, L.P. | 9,061 | $157.8 萬 | 0.04% | +9,061 | 新進 |
| JustInvest LLC | 9,056 | $157.7 萬 | 0.02% | −769−7.8% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 8,836 | $153.9 萬 | 0.01% | +1,809+25.7% | 加碼 |
| Keybank National Association | 8,505 | $148.1 萬 | 0.01% | +4,932+138.0% | 加碼 |
| Richard Bernstein Advisors LLC | 8,492 | $147.9 萬 | 0.04% | −967−10.2% | 減碼 |
| Crawford Investment Counsel Inc | 8,416 | $146.6 萬 | 0.02% | −54−0.6% | 減碼 |
| Highland Capital Management, LLC | 8,400 | $146.3 萬 | 0.07% | +816+10.8% | 加碼 |
| Park Avenue Securities LLC | 8,356 | $145.6 萬 | 0.01% | −619−6.9% | 減碼 |
| Cim, LLC | 8,200 | $142.8 萬 | 0.19% | +215+2.7% | 加碼 |
| Stegent Equity Advisors, Inc. | 8,131 | $141.6 萬 | 1.10% | +102+1.3% | 加碼 |
| Pictet Asset Management Holding SA | 8,090 | $140.9 萬 | 0.00% | +578+7.7% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 8,072 | $140.6 萬 | 0.05% | +8,072 | 新進 |
| Pacer Advisors, Inc. | 8,065 | $140.5 萬 | 0.00% | +830+11.5% | 加碼 |
| Federation des caisses Desjardins du Quebec | 7,963 | $138.7 萬 | 0.01% | −7,543−48.6% | 減碼 |
| Truist Financial Corp | 7,682 | $133.8 萬 | 0.00% | −431−5.3% | 減碼 |
| Advisory Services Network, LLC | 7,454 | $129.8 萬 | 0.02% | +187+2.6% | 加碼 |
| Cresset Asset Management, LLC | 7,123 | $124.1 萬 | 0.01% | +421+6.3% | 加碼 |
| Xponance, Inc. | 7,119 | $124.0 萬 | 0.01% | −907−11.3% | 減碼 |
| SummitTX Capital, L.P. | 7,109 | $123.8 萬 | 0.04% | +7,109 | 新進 |
| Renaissance Technologies LLC | 7,100 | $123.7 萬 | 0.00% | −155,600−95.6% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,050 | $122.8 萬 | 0.04% | −1,458−17.1% | 減碼 |
| Natixis | 6,973 | $121.5 萬 | 0.00% | −55,687−88.9% | 減碼 |
| Mayflower Financial Advisors, LLC | 1,122,132 | $120.7 萬 | 0.15% | +3000.0% | 加碼 |
| Taylor Frigon Capital Management LLC | 6,900 | $120.2 萬 | 0.61% | +106+1.6% | 加碼 |
| Summit Trail Advisors, LLC | 6,862 | $119.5 萬 | 0.02% | +1,683+32.5% | 加碼 |
| M&T Bank Corp | 6,693 | $116.6 萬 | 0.00% | +6,693 | 新進 |
| Intrust Bank NA | 6,512 | $113.4 萬 | 0.09% | +556+9.3% | 加碼 |
| Accredited Investors Inc. | 6,403 | $111.5 萬 | 0.06% | +6,403 | 新進 |
| Vestcor Inc | 6,377 | $111.1 萬 | 0.03% | −10,518−62.3% | 減碼 |
| FORA Capital, LLC | 6,250 | $108.9 萬 | 0.13% | +6,250 | 新進 |
| Prudential PLC | 6,226 | $108.5 萬 | 0.01% | +6,226 | 新進 |
| Jones Financial Companies LLLP | 6,197 | $108.0 萬 | 0.00% | −161−2.5% | 減碼 |
| Resources Management Corp | 5,933 | $103.3 萬 | 0.13% | +88+1.5% | 加碼 |
| TD Asset Management Inc | 5,900 | $102.8 萬 | 0.00% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 5,707 | $99.4 萬 | 0.01% | −1,658−22.5% | 減碼 |
| Fulton Bank, N.A. | 5,687 | $99.1 萬 | 0.03% | +433+8.2% | 加碼 |
| Mount Lucas Management LP | 5,591 | $97.4 萬 | 0.43% | −90−1.6% | 減碼 |
| GAMMA Investing LLC | 5,586 | $97.3 萬 | 0.05% | +507+10.0% | 加碼 |
| Axq Capital, LP | 5,571 | $97.0 萬 | 0.22% | +5,571 | 新進 |
| Sowell Financial Services LLC | 5,478 | $95.4 萬 | 0.04% | +907+19.8% | 加碼 |
| State of Alaska, Department of Revenue | 5,415 | $94.3 萬 | 0.01% | −530−8.9% | 減碼 |
| Pinebridge Investments LLC | 5,308 | $92.5 萬 | 0.01% | +5,308 | 新進 |
| Voya Investment Management LLC | 5,276 | $91.9 萬 | 0.00% | −1,116−17.5% | 減碼 |
| Union Bancaire Privee, UBP SA | 5,175 | $91.8 萬 | 0.02% | +2,358+83.7% | 加碼 |
| Moneta Group Investment Advisors LLC | 5,267 | $91.7 萬 | 0.01% | +61+1.2% | 加碼 |
| Captrust Financial Advisors | 5,243 | $91.3 萬 | 0.00% | −58−1.1% | 減碼 |
| James Investment Research Inc | 5,242 | $91.3 萬 | 0.10% | −2,214−29.7% | 減碼 |
| Harbor Investment Advisory, LLC | 5,178 | $90.2 萬 | 0.07% | +2,474+91.5% | 加碼 |
| Smith Group Asset Management, LLC | 5,150 | $89.7 萬 | 0.05% | −1,930−27.3% | 減碼 |
| CIBC World Markets Corp | 5,150 | $89.7 萬 | 0.00% | +5,150 | 新進 |
| Numerai GP LLC | 5,149 | $89.7 萬 | 0.11% | +121+2.4% | 加碼 |
| Connable Office Inc | 5,109 | $89.0 萬 | 0.08% | −467−8.4% | 減碼 |
| Norden Group LLC | 5,043 | $87.9 萬 | 0.09% | −1,358−21.2% | 減碼 |
| Bridges Investment Management Inc | 5,033 | $87.7 萬 | 0.01% | +590+13.3% | 加碼 |
| United Capital Financial Advisers, LLC | 5,002 | $87.1 萬 | 0.01% | +889+21.6% | 加碼 |
| Strategic Wealth Designers | 4,986 | $86.9 萬 | 0.11% | −1,974−28.4% | 減碼 |
| Virtu Financial LLC | 4,955 | $86.3 萬 | 0.03% | +4,955 | 新進 |
| Portside Wealth Group, LLC | 4,950 | $86.2 萬 | 0.12% | −412−7.7% | 減碼 |
| New York Life Investment Management LLC | 4,881 | $85.0 萬 | 0.01% | +4,881 | 新進 |
| Voleon Capital Management LP | 4,874 | $84.9 萬 | 0.02% | −2,562−34.5% | 減碼 |
| Commerce Bank | 4,807 | $83.7 萬 | 0.00% | +177+3.8% | 加碼 |
| Magnetar Financial LLC | 4,796 | $83.5 萬 | 0.01% | +4,796 | 新進 |
| AXA S.A. | 4,737 | $82.5 萬 | 0.39% | +4,737 | 新進 |
| First Eagle Investment Management, LLC | 4,524 | $78.8 萬 | 0.00% | +322+7.7% | 加碼 |
| Federated Hermes, Inc. | 4,384 | $76.4 萬 | 0.00% | −473−9.7% | 減碼 |
| Acadian Asset Management LLC | 4,323 | $75.3 萬 | 0.00% | −47,310−91.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 4,313 | $75.1 萬 | 0.01% | −233−5.1% | 減碼 |
| Sendero Wealth Management, LLC | 4,312 | $75.1 萬 | 0.08% | 00.0% | 不變 |
| Marshall Wace, LLP | 4,229 | $73.7 萬 | 0.00% | +4,229 | 新進 |
| Mercer Global Advisors Inc | 4,111 | $71.6 萬 | 0.00% | −465−10.2% | 減碼 |
| Aquatic Capital Management LLC | 4,107 | $71.5 萬 | 0.02% | −889−17.8% | 減碼 |
| Callan Family Office, LLC | 4,104 | $71.5 萬 | 0.02% | +2,032+98.1% | 加碼 |
| Diversified Trust Co | 4,055 | $70.6 萬 | 0.01% | +840+26.1% | 加碼 |
| Lecap Asset Management Ltd | 4,030 | $70.2 萬 | 0.28% | +4,030 | 新進 |
| Ethic Inc. | 4,027 | $70.1 萬 | 0.01% | −398−9.0% | 減碼 |
| Swiss Life Asset Management Ltd | 4,008 | $69.8 萬 | 0.00% | +1,520+61.1% | 加碼 |
| Naples Global Advisors, LLC | 3,965 | $69.1 萬 | 0.05% | 00.0% | 不變 |
| Securian Asset Management, Inc | 3,951 | $68.8 萬 | 0.03% | −100−2.5% | 減碼 |
| Impact Partnership Wealth, LLC | 3,930 | $68.5 萬 | 0.09% | +3,930 | 新進 |
| Bank of Nova Scotia | 3,886 | $67.7 萬 | 0.00% | −10,104−72.2% | 減碼 |
| Ronald Blue Trust, Inc. | 3,856 | $67.2 萬 | 0.01% | −188−4.6% | 減碼 |