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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 2,428 | $34.9 萬 | 0.00% | −5,026−67.4% | 減碼 |
| Two Sigma Securities, LLC | 2,454 | $35.2 萬 | 0.04% | +964+64.7% | 加碼 |
| Baker Ellis Asset Management LLC | 2,500 | $35.9 萬 | 0.04% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 2,552 | $36.7 萬 | 0.02% | +684+36.6% | 加碼 |
| DnB Asset Management AS | 2,562 | $36.8 萬 | 0.00% | +2,562 | 新進 |
| Vestcor Inc | 2,574 | $37.0 萬 | 0.01% | −3,803−59.6% | 減碼 |
| Jump Financial, LLC | 2,600 | $37.3 萬 | 0.01% | +2,600 | 新進 |
| Wealth Alliance | 2,602 | $37.4 萬 | 0.04% | +7+0.3% | 加碼 |
| Sequoia Financial Advisors, LLC | 2,618 | $37.6 萬 | 0.00% | −3,089−54.1% | 減碼 |
| Krilogy Financial LLC | 2,405 | $38.2 萬 | 0.01% | +2,405 | 新進 |
| Lecap Asset Management Ltd | 2,676 | $38.4 萬 | 0.14% | −1,354−33.6% | 減碼 |
| Maryland State Retirement & Pension System | 2,697 | $38.7 萬 | 0.01% | 00.0% | 不變 |
| Catalyst Funds Management Pty Ltd | 2,700 | $38.8 萬 | 0.07% | +2,700 | 新進 |
| First Bank & Trust | 2,717 | $39.0 萬 | 0.06% | −337−11.0% | 減碼 |
| Fiduciary Trust Co | 2,765 | $39.7 萬 | 0.00% | −58−2.1% | 減碼 |
| State of Wyoming | 2,770 | $39.8 萬 | 0.05% | −1,047−27.4% | 減碼 |
| Inceptionr LLC | 2,778 | $39.9 萬 | 0.10% | +2,778 | 新進 |
| Walleye Capital LLC | 2,788 | $40.0 萬 | 0.00% | −112,360−97.6% | 減碼 |
| EntryPoint Capital, LLC | 2,800 | $40.2 萬 | 0.12% | +2,800 | 新進 |
| Ethic Inc. | 2,802 | $40.2 萬 | 0.01% | −1,225−30.4% | 減碼 |
| OneAscent Investment Solutions LLC | 2,806 | $40.3 萬 | 0.40% | −7−0.2% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,822 | $40.5 萬 | 0.01% | +344+13.9% | 加碼 |
| Utah Retirement Systems | 2,859 | $41.1 萬 | 0.00% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 2,868 | $41.2 萬 | 0.01% | +136+5.0% | 加碼 |
| Venturi Wealth Management, LLC | 2,893 | $41.5 萬 | 0.02% | +2,893 | 新進 |
| Aviva PLC | 2,927 | $42.0 萬 | 0.00% | +144+5.2% | 加碼 |
| Dynasty Wealth Management, LLC | 3,031 | $43.5 萬 | 0.00% | −67−2.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 3,033 | $43.6 萬 | 0.00% | +676+28.7% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 3,040 | $43.7 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 3,041 | $43.7 萬 | 0.01% | −126−4.0% | 減碼 |
| Mount Yale Investment Advisors, LLC | 3,049 | $43.8 萬 | 0.01% | +3,049 | 新進 |
| Integrated Investment Consultants, LLC | 3,101 | $44.5 萬 | 0.09% | −194−5.9% | 減碼 |
| Optimize Financial Inc | 3,152 | $45.3 萬 | 0.22% | +830+35.7% | 加碼 |
| Integrated Wealth Concepts LLC | 3,156 | $45.3 萬 | 0.00% | +3,156 | 新進 |
| Mount Lucas Management LP | 3,162 | $45.4 萬 | 0.17% | −2,429−43.4% | 減碼 |
| Mercer Global Advisors Inc | 3,191 | $45.8 萬 | 0.00% | −920−22.4% | 減碼 |
| ING Groep NV | 3,200 | $46.0 萬 | 0.00% | +3,200 | 新進 |
| Vestmark Advisory Solutions, Inc. | 3,206 | $46.1 萬 | 0.01% | +1,545+93.0% | 加碼 |
| Janney Montgomery Scott LLC | 3,245 | $46.6 萬 | 0.00% | −148−4.4% | 減碼 |
| Skopos Labs, Inc. | 3,370 | $48.4 萬 | 0.02% | +1,762+109.6% | 加碼 |
| Keybank National Association | 3,400 | $48.8 萬 | 0.00% | −5,105−60.0% | 減碼 |
| Swiss Life Asset Management Ltd | 3,463 | $49.7 萬 | 0.00% | −545−13.6% | 減碼 |
| Clifford Group, LLC | 3,477 | $49.9 萬 | 0.38% | −329−8.6% | 減碼 |
| Susquehanna International Group, LLP | 3,519 | $50.5 萬 | 0.00% | −8,702−71.2% | 減碼 |
| CAPROCK Group, Inc. | 3,522 | $50.6 萬 | 0.01% | +781+28.5% | 加碼 |
| Federation des caisses Desjardins du Quebec | 3,563 | $51.2 萬 | 0.00% | −4,400−55.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 3,583 | $51.5 萬 | 0.00% | +1,939+117.9% | 加碼 |
| Beacon Pointe Advisors, LLC | 3,596 | $51.6 萬 | 0.00% | +1,542+75.1% | 加碼 |
| Brookstone Capital Management | 3,669 | $52.7 萬 | 0.01% | −122−3.2% | 減碼 |
| Guggenheim Capital LLC | 3,692 | $53.0 萬 | 0.00% | +464+14.4% | 加碼 |
| Studio Investment Management LLC | 3,761 | $54.0 萬 | 0.10% | +47+1.3% | 加碼 |
| Mariner, LLC | 3,819 | $54.9 萬 | 0.00% | −10,128−72.6% | 減碼 |
| Yorktown Management & Research Co Inc | 3,850 | $55.3 萬 | 0.46% | 00.0% | 不變 |
| Custom Index Systems, LLC | 3,888 | $55.8 萬 | 0.24% | +176+4.7% | 加碼 |
| Moneta Group Investment Advisors LLC | 3,907 | $56.1 萬 | 0.00% | −1,360−25.8% | 減碼 |
| Securian Asset Management, Inc | 3,951 | $56.7 萬 | 0.02% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 3,999 | $57.4 萬 | 0.08% | −951−19.2% | 減碼 |
| Ronald Blue Trust, Inc. | 4,016 | $57.7 萬 | 0.01% | +160+4.1% | 加碼 |
| LRT Capital Management, LLC | 4,122 | $59.2 萬 | 0.55% | +4,122 | 新進 |
| Vident Advisory, LLC | 4,254 | $61.1 萬 | 0.01% | +1,578+59.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 4,287 | $61.6 萬 | 0.01% | −26−0.6% | 減碼 |
| AXA S.A. | 4,307 | $61.9 萬 | 0.24% | −430−9.1% | 減碼 |
| Magnetar Financial LLC | 4,319 | $62.0 萬 | 0.01% | −477−9.9% | 減碼 |
| Federated Hermes, Inc. | 4,321 | $62.1 萬 | 0.00% | −63−1.4% | 減碼 |
| Connable Office Inc | 4,347 | $62.4 萬 | 0.06% | −762−14.9% | 減碼 |
| Bridges Investment Management Inc | 4,417 | $63.4 萬 | 0.01% | −616−12.2% | 減碼 |
| Naples Global Advisors, LLC | 4,450 | $63.9 萬 | 0.05% | +485+12.2% | 加碼 |
| Apriem Advisors | 4,481 | $64.4 萬 | 0.06% | +4,481 | 新進 |
| Inspire Advisors, LLC | 4,529 | $65.0 萬 | 0.05% | +1,427+46.0% | 加碼 |
| J2 Capital Management Inc | 4,567 | $65.6 萬 | 0.45% | +1,441+46.1% | 加碼 |
| Stegent Equity Advisors, Inc. | 4,593 | $66.0 萬 | 0.56% | −3,538−43.5% | 減碼 |
| First Eagle Investment Management, LLC | 4,875 | $70.0 萬 | 0.00% | +351+7.8% | 加碼 |
| Norden Group LLC | 4,878 | $70.1 萬 | 0.07% | −165−3.3% | 減碼 |
| Strategic Wealth Designers | 4,903 | $70.4 萬 | 0.09% | −83−1.7% | 減碼 |
| Captrust Financial Advisors | 4,960 | $71.2 萬 | 0.00% | −283−5.4% | 減碼 |
| Axq Capital, LP | 5,005 | $71.9 萬 | 0.09% | −566−10.2% | 減碼 |
| Landscape Capital Management, L.L.C. | 5,048 | $72.5 萬 | 0.05% | +5,048 | 新進 |
| Voya Investment Management LLC | 5,198 | $74.7 萬 | 0.00% | −78−1.5% | 減碼 |
| Sendero Wealth Management, LLC | 5,212 | $74.9 萬 | 0.08% | +900+20.9% | 加碼 |
| James Investment Research Inc | 5,248 | $75.4 萬 | 0.08% | +6+0.1% | 加碼 |
| Jefferies Financial Group Inc. | 5,400 | $77.6 萬 | 0.01% | +4,083+310.0% | 加碼 |
| PDT Partners, LLC | 5,403 | $77.6 萬 | 0.05% | −19,378−78.2% | 減碼 |
| State of Alaska, Department of Revenue | 5,415 | $77.7 萬 | 0.01% | 00.0% | 不變 |
| Fulton Bank, N.A. | 5,425 | $77.9 萬 | 0.03% | −262−4.6% | 減碼 |
| Union Bancaire Privee, UBP SA | 5,774 | $80.3 萬 | 0.01% | +599+11.6% | 加碼 |
| Callan Family Office, LLC | 5,601 | $80.4 萬 | 0.02% | +1,497+36.5% | 加碼 |
| M&T Bank Corp | 5,704 | $82.0 萬 | 0.00% | −989−14.8% | 減碼 |
| Sowell Financial Services LLC | 5,770 | $82.9 萬 | 0.03% | +292+5.3% | 加碼 |
| TD Asset Management Inc | 5,900 | $84.7 萬 | 0.00% | 00.0% | 不變 |
| Intrust Bank NA | 5,904 | $84.8 萬 | 0.07% | −608−9.3% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 5,999 | $86.2 萬 | 0.00% | −2,837−32.1% | 減碼 |
| Bank of Nova Scotia | 6,363 | $91.4 萬 | 0.00% | +2,477+63.7% | 加碼 |
| New York Life Investment Management LLC | 6,529 | $93.8 萬 | 0.01% | +1,648+33.8% | 加碼 |
| GAMMA Investing LLC | 6,559 | $94.2 萬 | 0.04% | +973+17.4% | 加碼 |
| Taylor Frigon Capital Management LLC | 6,641 | $95.4 萬 | 0.54% | −259−3.8% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,732 | $96.7 萬 | 0.03% | −318−4.5% | 減碼 |
| Truist Financial Corp | 6,985 | $100.3 萬 | 0.00% | −697−9.1% | 減碼 |
| Summit Trail Advisors, LLC | 7,029 | $100.9 萬 | 0.01% | +167+2.4% | 加碼 |
| Resources Management Corp | 7,045 | $101.2 萬 | 0.13% | +1,112+18.7% | 加碼 |
| Park Avenue Securities LLC | 7,077 | $101.6 萬 | 0.01% | −1,279−15.3% | 減碼 |