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。
2026 年第 1 季 13F 持有人
Houlihan Lokey, Inc. 在 2026/3/31 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
- 547
- 較 2025 年第 4 季 −24 家
- 持有股數
- 5,487 萬
- 較 2025 年第 4 季 +638.5 萬 (+13.2%)
- 總市值
- $77.2 億
- 較 2025 年第 4 季 −$5.34 億 (−6.5%)
- 新進機構
- 73
- 另有 192 家加碼
- 清倉機構
- 97
- 另有 213 家減碼
另有 8 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,280,800 | $7.58 億 | 0.01% | +39,479+0.8% | 加碼 |
| Vanguard Portfolio Management LLC | 2,778,410 | $3.99 億 | 0.02% | +2,778,410 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 2,642,146 | $3.79 億 | 1.11% | −130,661−4.7% | 減碼 |
| Vanguard Capital Management LLC | 2,419,332 | $3.47 億 | 0.01% | +2,419,332 | 新進 |
| Earnest Partners LLC | 2,228,984 | $3.20 億 | 1.32% | −62,527−2.7% | 減碼 |
| Royal Bank of Canada | 1,751,495 | $2.52 億 | 0.05% | +48,126+2.8% | 加碼 |
| State Street Corp | 1,693,696 | $2.43 億 | 0.01% | −9,599−0.6% | 減碼 |
| Morgan Stanley | 1,592,009 | $2.29 億 | 0.01% | +1,041,701+189.3% | 加碼 |
| Wellington Management Group LLP | 1,361,410 | $1.96 億 | 0.04% | +77,597+6.0% | 加碼 |
| Geode Capital Management, LLC | 1,351,209 | $1.94 億 | 0.01% | −67,340−4.7% | 減碼 |
| Capital Research Global Investors | 1,314,674 | $1.89 億 | 0.03% | +352,411+36.6% | 加碼 |
| Bank of Montreal | 1,149,599 | $1.65 億 | 0.07% | −49,860−4.2% | 減碼 |
| Bamco Inc | 1,061,403 | $1.52 億 | 0.46% | −62,548−5.6% | 減碼 |
| Bank of America Corp | 950,872 | $1.37 億 | 0.01% | −2,968−0.3% | 減碼 |
| FMR LLC | 856,024 | $1.23 億 | 0.01% | −269,438−23.9% | 減碼 |
| Fiduciary Management Inc | 803,572 | $1.15 億 | 1.43% | +106,279+15.2% | 加碼 |
| Champlain Investment Partners, LLC | 717,724 | $1.03 億 | 1.31% | +258,624+56.3% | 加碼 |
| Raymond James Financial Inc | 701,587 | $9,933 萬 | 0.03% | −94,774−11.9% | 減碼 |
| SEI Investments Co | 689,532 | $9,903 萬 | 0.09% | +626+0.1% | 加碼 |
| Clearbridge Investments, LLC | 625,228 | $8,980 萬 | 0.08% | +56,345+9.9% | 加碼 |
| Goldman Sachs Group Inc | 623,716 | $8,958 萬 | 0.01% | +78,854+14.5% | 加碼 |
| Dimensional Fund Advisors LP | 616,519 | $8,854 萬 | 0.02% | +81,182+15.2% | 加碼 |
| Neuberger Berman Group LLC | 610,943 | $8,774 萬 | 0.07% | −17,835−2.8% | 減碼 |
| Westfield Capital Management Co LP | 543,611 | $7,807 萬 | 0.33% | +23,609+4.5% | 加碼 |
| Northern Trust Corp | 526,682 | $7,564 萬 | 0.01% | +17,011+3.3% | 加碼 |
| Citadel Advisors LLC | 488,152 | $7,011 萬 | 0.05% | +421,069+627.7% | 加碼 |
| Invesco Ltd. | 474,774 | $6,819 萬 | 0.01% | −286,187−37.6% | 減碼 |
| Jennison Associates LLC | 468,557 | $6,729 萬 | 0.05% | −119,210−20.3% | 減碼 |
| Charles Schwab Investment Management Inc | 452,611 | $6,500 萬 | 0.01% | +30,267+7.2% | 加碼 |
| Bank of New York Mellon Corp | 420,646 | $6,041 萬 | 0.01% | −3,607−0.9% | 減碼 |
| Van Berkom & Associates Inc. | 405,978 | $5,831 萬 | 1.90% | +28,600+7.6% | 加碼 |
| AQR Capital Management LLC | 399,342 | $5,733 萬 | 0.03% | +19,864+5.2% | 加碼 |
| Nomura Asset Management International Inc. | 379,183 | $5,446 萬 | 0.09% | −7,725−2.0% | 減碼 |
| Fiera Capital Corp | 361,609 | $5,193 萬 | 0.18% | +9,030+2.6% | 加碼 |
| UBS Group AG | 359,105 | $5,157 萬 | 0.01% | +121,877+51.4% | 加碼 |
| GW&K Investment Management, LLC | 354,095 | $5,086 萬 | 0.45% | −2,160−0.6% | 減碼 |
| Thrivent Financial for Lutherans | 349,756 | $5,023 萬 | 0.10% | −359,091−50.7% | 減碼 |
| Natixis Advisors, L.P. | 347,746 | $4,994 萬 | 0.07% | +22,082+6.8% | 加碼 |
| Wells Fargo & Company | 346,367 | $4,975 萬 | 0.01% | −47,534−12.1% | 減碼 |
| Vanguard Fiduciary Trust Co | 340,393 | $4,889 萬 | 0.01% | +340,393 | 新進 |
| Envestnet Asset Management Inc | 329,441 | $4,731 萬 | 0.01% | −13,973−4.1% | 減碼 |
| Jones Financial Companies LLLP | 297,478 | $4,135 萬 | 0.02% | +291,281+4,700.4% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 272,060 | $3,907 萬 | 0.06% | +38,013+16.2% | 加碼 |
| Handelsbanken Fonder AB | 260,558 | $3,742 萬 | 0.12% | −52,900−16.9% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 257,692 | $3,701 萬 | 1.80% | +229+0.1% | 加碼 |
| Qube Research & Technologies Ltd | 255,164 | $3,665 萬 | 0.05% | +81,148+46.6% | 加碼 |
| Schroder Investment Management Group | 258,230 | $3,642 萬 | 0.03% | +32,845+14.6% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 248,770 | $3,573 萬 | 0.36% | +248,770 | 新進 |
| Eventide Asset Management, LLC | 236,136 | $3,384 萬 | 0.56% | +1,732+0.7% | 加碼 |
| Congress Asset Management Co | 232,980 | $3,346 萬 | 0.24% | −33,676−12.6% | 減碼 |
| Tudor Investment Corp Et Al | 232,715 | $3,342 萬 | 0.18% | +105,738+83.3% | 加碼 |
| Barlow Wealth Partners, Inc. | 205,159 | $3,334 萬 | 3.70% | +772+0.4% | 加碼 |
| Ancora Advisors, LLC | 223,357 | $3,208 萬 | 0.68% | −56,904−20.3% | 減碼 |
| Argent Capital Management LLC | 202,422 | $2,907 萬 | 0.92% | −33,673−14.3% | 減碼 |
| Franklin Resources Inc | 194,975 | $2,800 萬 | 0.01% | −44,699−18.6% | 減碼 |
| HighTower Advisors, LLC | 193,014 | $2,772 萬 | 0.03% | −29,843−13.4% | 減碼 |
| UBS Asset Management Americas Inc | 174,863 | $2,511 萬 | 0.01% | +21,201+13.8% | 加碼 |
| Flputnam Investment Management Co | 173,532 | $2,492 萬 | 0.37% | +2,286+1.3% | 加碼 |
| Interval Partners, LP | 170,008 | $2,442 萬 | 0.84% | +85,054+100.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 156,922 | $2,254 萬 | 0.01% | +142,913+1,020.2% | 加碼 |
| Rhumbline Advisers | 156,848 | $2,253 萬 | 0.02% | −495−0.3% | 減碼 |
| JPMorgan Chase & Co | 158,464 | $2,235 萬 | 0.00% | −660.0% | 減碼 |
| Millennium Management LLC | 151,949 | $2,182 萬 | 0.02% | +43,022+39.5% | 加碼 |
| Renaissance Group LLC | 151,275 | $2,173 萬 | 0.91% | −33,745−18.2% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 140,050 | $2,011 萬 | 0.01% | −393,406−73.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 138,517 | $1,989 萬 | 0.02% | −9,723−6.6% | 減碼 |
| Fenimore Asset Management Inc | 138,466 | $1,989 萬 | 0.44% | +14,794+12.0% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 137,244 | $1,971 萬 | 0.05% | +37,664+37.8% | 加碼 |
| Public Employees Retirement Association of Colorado | 124,451 | $1,787 萬 | 0.07% | −21,800−14.9% | 減碼 |
| Brown Advisory Inc | 122,163 | $1,755 萬 | 0.03% | −18,779−13.3% | 減碼 |
| Principal Financial Group Inc | 121,733 | $1,748 萬 | 0.01% | +4,637+4.0% | 加碼 |
| Segall Bryant & Hamill, LLC | 120,258 | $1,727 萬 | 0.25% | +32,276+36.7% | 加碼 |
| GHP Investment Advisors, Inc. | 118,797 | $1,706 萬 | 0.70% | −480.0% | 減碼 |
| Assenagon Asset Management S.A. | 117,605 | $1,689 萬 | 0.03% | +117,605 | 新進 |
| Nuveen, LLC | 117,197 | $1,683 萬 | 0.00% | −1,623−1.4% | 減碼 |
| Balyasny Asset Management LLC | 116,331 | $1,671 萬 | 0.03% | +116,331 | 新進 |
| Amundi | 113,465 | $1,630 萬 | 0.00% | +86,628+322.8% | 加碼 |
| Capital International Investors | 112,959 | $1,622 萬 | 0.00% | −200,273−63.9% | 減碼 |
| Swiss National Bank | 107,836 | $1,549 萬 | 0.01% | +600+0.6% | 加碼 |
| California Public Employees Retirement System | 107,374 | $1,542 萬 | 0.01% | +3,431+3.3% | 加碼 |
| Two Sigma Investments, LP | 106,282 | $1,526 萬 | 0.01% | +106,282 | 新進 |
| Ameriprise Financial Inc | 105,177 | $1,511 萬 | 0.00% | −96,687−47.9% | 減碼 |
| Barclays PLC | 99,916 | $1,435 萬 | 0.01% | −22,984−18.7% | 減碼 |
| Montanaro Asset Management Ltd | 98,250 | $1,411 萬 | 4.22% | +600+0.6% | 加碼 |
| New York State Common Retirement Fund | 90,625 | $1,302 萬 | 0.02% | −4,600−4.8% | 減碼 |
| Jain Global LLC | 90,583 | $1,301 萬 | 0.17% | +14,130+18.5% | 加碼 |
| Alps Advisors Inc | 89,324 | $1,283 萬 | 0.06% | −3,465−3.7% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 89,099 | $1,280 萬 | 0.01% | +10,257+13.0% | 加碼 |
| Alliancebernstein L.P. | 69,828 | $1,216 萬 | 0.00% | −282,310−80.2% | 減碼 |
| Citigroup Inc | 84,324 | $1,211 萬 | 0.01% | −3,756−4.3% | 減碼 |
| ArrowMark Colorado Holdings LLC | 84,086 | $1,208 萬 | 0.32% | −2,515−2.9% | 減碼 |
| ExodusPoint Capital Management, LP | 82,574 | $1,186 萬 | 0.12% | +28,549+52.8% | 加碼 |
| LPL Financial LLC | 81,026 | $1,164 萬 | 0.00% | −34,427−29.8% | 減碼 |
| Whittier Trust Co | 78,222 | $1,101 萬 | 0.12% | +7,294+10.3% | 加碼 |
| Legal & General Group Plc | 76,171 | $1,094 萬 | 0.00% | −10,038−11.6% | 減碼 |
| Voloridge Investment Management, LLC | 73,797 | $1,060 萬 | 0.04% | +40,302+120.3% | 加碼 |
| Atwood & Palmer Inc | 72,270 | $1,038 萬 | 0.59% | +2,310+3.3% | 加碼 |
| Prudential Financial Inc | 68,827 | $988.5 萬 | 0.01% | +32,135+87.6% | 加碼 |
| Retirement Systems of Alabama | 66,635 | $957.0 萬 | 0.03% | +1,209+1.8% | 加碼 |
| Aptus Capital Advisors, LLC | 66,579 | $956.2 萬 | 0.08% | +690+1.0% | 加碼 |