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 |
|---|---|---|---|---|---|
| Millstone Evans Group, LLC | 155 | $2.23 萬 | 0.01% | +109+237.0% | 加碼 |
| Private Trust Co NA | 163 | $2.34 萬 | 0.00% | −6−3.6% | 減碼 |
| Oakworth Capital, Inc. | 165 | $2.37 萬 | 0.00% | 00.0% | 不變 |
| Ameliora Wealth Management Ltd. | 169 | $2.43 萬 | 0.01% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 170 | $2.44 萬 | 0.00% | 00.0% | 不變 |
| Clark Wealth Partners | 181 | $2.60 萬 | 0.02% | 00.0% | 不變 |
| Trust Co of Toledo NA | 191 | $2.74 萬 | 0.00% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 203 | $2.92 萬 | 0.00% | −4−1.9% | 減碼 |
| CBIZ Investment Advisory Services, LLC | 215 | $3.09 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 222 | $3.19 萬 | 0.00% | −46−17.2% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 217 | $3.26 萬 | 0.00% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 236 | $3.39 萬 | 0.01% | +120+103.4% | 加碼 |
| Vanguard National Trust Co | 260 | $3.73 萬 | 0.00% | +260 | 新進 |
| Versant Capital Management, Inc | 267 | $3.83 萬 | 0.00% | −111−29.4% | 減碼 |
| Farther Finance Advisors, LLC | 297 | $4.19 萬 | 0.00% | −63−17.5% | 減碼 |
| Massmutual Trust Co FSB | 298 | $4.28 萬 | 0.00% | +163+120.7% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 334 | $4.80 萬 | 0.02% | 00.0% | 不變 |
| Emerald Advisers, LLC | 345 | $4.95 萬 | 0.00% | 00.0% | 不變 |
| Bayforest Capital Ltd | 354 | $5.08 萬 | 0.06% | −438−55.3% | 減碼 |
| Bessemer Group Inc | 354 | $5.10 萬 | 0.00% | −835−70.2% | 減碼 |
| Eurizon Capital SGR S.p.A. | 398 | $5.64 萬 | 0.00% | +208+109.5% | 加碼 |
| Wellington Grp LLC | 394 | $5.66 萬 | 0.02% | −136−25.7% | 減碼 |
| Transamerica Financial Advisors, Inc. | 433 | $6.22 萬 | 0.01% | −30,298−98.6% | 減碼 |
| McGuire Capital Advisors Inc | 446 | $6.41 萬 | 0.04% | −1,884−80.9% | 減碼 |
| Anchor Investment Management, LLC | 450 | $6.46 萬 | 0.01% | 00.0% | 不變 |
| AlphaCentric Advisors LLC | 499 | $7.17 萬 | 0.07% | −364−42.2% | 減碼 |
| Quarry LP | 499 | $7.17 萬 | 0.01% | −19−3.7% | 減碼 |
| Park Place Capital Corp | 553 | $7.94 萬 | 0.02% | −3−0.5% | 減碼 |
| Mather Group, LLC. | 584 | $8.39 萬 | 0.00% | +584 | 新進 |
| Covestor Ltd | 717 | $10.3 萬 | 0.07% | −588−45.1% | 減碼 |
| Signaturefd, LLC | 747 | $10.7 萬 | 0.00% | +142+23.5% | 加碼 |
| AdvisorNet Financial, Inc | 849 | $12.2 萬 | 0.01% | −26−3.0% | 減碼 |
| Parallel Advisors, LLC | 878 | $12.6 萬 | 0.00% | −117−11.8% | 減碼 |
| Brown Brothers Harriman & Co | 885 | $12.7 萬 | 0.00% | +69+8.5% | 加碼 |
| Allworth Financial LP | 905 | $13.0 萬 | 0.00% | +50+5.8% | 加碼 |
| Sankala Group LLC | 990 | $14.0 萬 | 0.11% | −44−4.3% | 減碼 |
| Stephenson National Bank & Trust | 974 | $14.0 萬 | 0.04% | +348+55.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 1,039 | $14.9 萬 | 0.00% | −736−41.5% | 減碼 |
| Smartleaf Asset Management LLC | 1,089 | $15.4 萬 | 0.01% | −30−2.7% | 減碼 |
| MAI Capital Management | 1,108 | $15.9 萬 | 0.00% | +343+44.8% | 加碼 |
| Los Angeles Capital Management LLC | 1,199 | $17.2 萬 | 0.00% | −2,096−63.6% | 減碼 |
| Huntington National Bank | 1,240 | $17.8 萬 | 0.00% | +84+7.3% | 加碼 |
| Sterling Capital Management LLC | 1,270 | $18.2 萬 | 0.00% | −858−40.3% | 減碼 |
| IFP Advisors, Inc | 1,287 | $18.5 萬 | 0.00% | −407−24.0% | 減碼 |
| Horizon Investments, LLC | 1,320 | $19.0 萬 | 0.00% | +187+16.5% | 加碼 |
| MQS Management LLC | 1,393 | $20.0 萬 | 0.14% | −792−36.2% | 減碼 |
| Aigen Investment Management, LP | 1,415 | $20.3 萬 | 0.05% | +1,415 | 新進 |
| Evoke Wealth, LLC | 1,428 | $20.5 萬 | 0.00% | −135−8.6% | 減碼 |
| Arkadios Wealth Advisors | 1,497 | $21.5 萬 | 0.00% | −146−8.9% | 減碼 |
| Nisa Investment Advisors, LLC | 1,528 | $21.9 萬 | 0.00% | +81+5.6% | 加碼 |
| KBC Group NV | 1,557 | $22.4 萬 | 0.00% | 00.0% | 不變 |
| North Dakota State Investment Board | 1,581 | $22.7 萬 | 0.01% | −333−17.4% | 減碼 |
| Exchange Traded Concepts, LLC | 1,586 | $22.8 萬 | 0.00% | −15,957−91.0% | 減碼 |
| Serenus Wealth Advisors, LLC | 1,610 | $23.1 萬 | 0.05% | 00.0% | 不變 |
| AlTi Global, Inc. | 1,620 | $23.3 萬 | 0.01% | −57−3.4% | 減碼 |
| HB Wealth Management, LLC | 1,630 | $23.4 萬 | 0.00% | +136+9.1% | 加碼 |
| CIBC Asset Management Inc | 1,644 | $23.6 萬 | 0.00% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 1,684 | $24.2 萬 | 0.00% | −96−5.4% | 減碼 |
| DRW Securities, LLC | 1,697 | $24.4 萬 | 0.01% | +1,697 | 新進 |
| Nilsine Partners, LLC | 1,531 | $24.5 萬 | 0.02% | +1,531 | 新進 |
| SFMG, LLC | 1,716 | $24.6 萬 | 0.02% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 1,720 | $24.7 萬 | 0.01% | +432+33.5% | 加碼 |
| Hamilton Capital Partners Inc. | 1,730 | $24.8 萬 | 0.01% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 1,745 | $25.1 萬 | 0.01% | −25−1.4% | 減碼 |
| Riverwater Partners LLC | 1,752 | $25.2 萬 | 0.08% | +292+20.0% | 加碼 |
| Kestra Private Wealth Services, LLC | 1,766 | $25.4 萬 | 0.00% | −9−0.5% | 減碼 |
| Quadrant Capital Group LLC | 1,769 | $25.4 萬 | 0.01% | −441−20.0% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,844 | $25.9 萬 | 0.00% | +437+31.1% | 加碼 |
| Infrastructure Capital Advisors, LLC | 1,810 | $26.0 萬 | 0.02% | +238+15.1% | 加碼 |
| Shelton Capital Management | 1,813 | $26.0 萬 | 0.01% | 00.0% | 不變 |
| Sun Group Wealth Partners | 1,869 | $26.8 萬 | 0.21% | +1,869 | 新進 |
| Virtu Financial LLC | 1,871 | $26.9 萬 | 0.01% | −3,084−62.2% | 減碼 |
| ISAM Funds (UK) Ltd | 1,885 | $27.1 萬 | 0.13% | +1,885 | 新進 |
| Benjamin Edwards Inc | 1,907 | $27.4 萬 | 0.00% | −312−14.1% | 減碼 |
| Commonwealth Equity Services, LLC | 1,907 | $27.4 萬 | 0.00% | +48+2.6% | 加碼 |
| AlphaGrep UK Ltd | 1,910 | $27.4 萬 | 0.08% | +1,910 | 新進 |
| Mirabella Financial Services LLP | 1,918 | $27.5 萬 | 0.03% | −1,001−34.3% | 減碼 |
| Argos Wealth Advisors, LLC | 1,930 | $27.7 萬 | 0.08% | 00.0% | 不變 |
| Umb Bank N A | 1,971 | $28.3 萬 | 0.00% | −102−4.9% | 減碼 |
| Diversify Wealth Management, LLC | 1,847 | $28.8 萬 | 0.01% | +550+42.4% | 加碼 |
| Abel Hall, LLC | 2,023 | $29.1 萬 | 0.06% | +2,023 | 新進 |
| Vista Finance, LLC | 2,027 | $29.1 萬 | 0.23% | −96−4.5% | 減碼 |
| Gateway Investment Advisers LLC | 2,029 | $29.1 萬 | 0.00% | +2,029 | 新進 |
| Index Technologies Group LLC | 2,030 | $29.2 萬 | 0.32% | +132+7.0% | 加碼 |
| Glenmede Trust Co NA | 2,074 | $29.8 萬 | 0.00% | +45+2.2% | 加碼 |
| Cresset Asset Management, LLC | 2,076 | $29.8 萬 | 0.00% | −5,047−70.9% | 減碼 |
| Legacy Wealth Asset Management, LLC | 2,077 | $29.8 萬 | 0.07% | +37+1.8% | 加碼 |
| Boothbay Fund Management, LLC | 2,097 | $30.1 萬 | 0.01% | +238+12.8% | 加碼 |
| Fifth Third Wealth Advisors LLC | 2,130 | $30.6 萬 | 0.01% | +577+37.2% | 加碼 |
| Aquatic Capital Management LLC | 2,164 | $31.1 萬 | 0.01% | −1,943−47.3% | 減碼 |
| ProShare Advisors LLC | 2,180 | $31.3 萬 | 0.00% | −7−0.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 2,195 | $31.5 萬 | 0.00% | −108−4.7% | 減碼 |
| Accredited Investors Inc. | 2,196 | $31.5 萬 | 0.02% | −4,207−65.7% | 減碼 |
| We Are One Seven, LLC | 2,217 | $31.8 萬 | 0.01% | +253+12.9% | 加碼 |
| Private Advisor Group, LLC | 2,245 | $32.2 萬 | 0.00% | +4+0.2% | 加碼 |
| Trajan Wealth LLC | 2,274 | $32.7 萬 | 0.01% | +536+30.8% | 加碼 |
| Concurrent Investment Advisors, LLC | 2,280 | $32.8 萬 | 0.00% | +353+18.3% | 加碼 |
| Vise Technologies, Inc. | 1,919 | $33.4 萬 | 0.01% | 00.0% | 不變 |
| Wealthcare Capital Partners, LLC | 2,334 | $33.5 萬 | 0.16% | +10+0.4% | 加碼 |
| Beverly Hills Private Wealth, LLC | 2,386 | $34.3 萬 | 0.06% | −117−4.7% | 減碼 |