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 |
|---|---|---|---|---|---|
| QRG Capital Management, Inc. | 7,444 | $106.9 萬 | 0.01% | −6,520−46.7% | 減碼 |
| Diversified Trust Co | 7,506 | $107.8 萬 | 0.02% | +3,451+85.1% | 加碼 |
| GWM Advisors LLC | 7,651 | $109.9 萬 | 0.00% | −13,915−64.5% | 減碼 |
| Fisher Asset Management, LLC | 7,708 | $110.7 萬 | 0.00% | +7,708 | 新進 |
| Brinker Capital Investments, LLC | 7,722 | $110.9 萬 | 0.01% | −2,625−25.4% | 減碼 |
| Numerai GP LLC | 7,937 | $114.0 萬 | 0.11% | +2,788+54.1% | 加碼 |
| CWM, LLC | 7,946 | $114.1 萬 | 0.00% | −2,320−22.6% | 減碼 |
| Henshaw Capital LLC | 7,964 | $114.4 萬 | 0.04% | +7,964 | 新進 |
| Cim, LLC | 8,152 | $117.1 萬 | 0.17% | −48−0.6% | 減碼 |
| Brevan Howard Capital Management LP | 8,172 | $117.4 萬 | 0.01% | +8,172 | 新進 |
| Pacer Advisors, Inc. | 8,198 | $117.7 萬 | 0.00% | +133+1.6% | 加碼 |
| Mayflower Financial Advisors, LLC | 1,122,126 | $119.1 萬 | 0.14% | −60.0% | 減碼 |
| Highland Capital Management, LLC | 8,358 | $120.0 萬 | 0.06% | −42−0.5% | 減碼 |
| Gibbs Wealth Management | 8,412 | $120.8 萬 | 0.16% | −349−4.0% | 減碼 |
| Richard Bernstein Advisors LLC | 8,492 | $122.0 萬 | 0.04% | 00.0% | 不變 |
| Xponance, Inc. | 8,585 | $123.3 萬 | 0.01% | +1,466+20.6% | 加碼 |
| Pictet Asset Management Holding SA | 8,606 | $123.6 萬 | 0.00% | +516+6.4% | 加碼 |
| Assetmark, Inc | 8,721 | $125.3 萬 | 0.00% | −1,269−12.7% | 減碼 |
| Spears Abacus Advisors LLC | 9,094 | $130.6 萬 | 0.03% | −790−8.0% | 減碼 |
| Crawford Investment Counsel Inc | 9,506 | $136.5 萬 | 0.02% | +1,090+13.0% | 加碼 |
| Appleton Partners Inc | 9,559 | $137.3 萬 | 0.10% | −1,695−15.1% | 減碼 |
| Diversified Management Inc | 9,654 | $138.7 萬 | 0.24% | +9,654 | 新進 |
| Quantbot Technologies LP | 9,815 | $141.0 萬 | 0.06% | +9,815 | 新進 |
| Rockefeller Capital Management L.P. | 9,907 | $142.3 萬 | 0.00% | −756−7.1% | 減碼 |
| Linden Thomas Advisory Services, LLC | 10,271 | $147.5 萬 | 0.14% | +921+9.9% | 加碼 |
| New Mexico Educational Retirement Board | 10,600 | $152.2 萬 | 0.05% | 00.0% | 不變 |
| Natixis | 10,756 | $154.5 萬 | 0.01% | +3,783+54.3% | 加碼 |
| Alyeska Investment Group, L.P. | 10,806 | $155.2 萬 | 0.00% | +10,806 | 新進 |
| Bokf, NA | 10,863 | $156.0 萬 | 0.02% | +315+3.0% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 11,220 | $158.6 萬 | 0.00% | −1,724−13.3% | 減碼 |
| Oregon Public Employees Retirement Fund | 11,130 | $159.8 萬 | 0.02% | +200+1.8% | 加碼 |
| King Luther Capital Management Corp | 11,725 | $168.4 萬 | 0.01% | −34,799−74.8% | 減碼 |
| Dynamic Technology Lab Private Ltd | 11,806 | $169.6 萬 | 0.28% | +8,526+259.9% | 加碼 |
| Alpine Woods Capital Investors, LLC | 11,975 | $172.0 萬 | 0.41% | +8,288+224.8% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 12,176 | $174.9 萬 | 0.03% | −21−0.2% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,400 | $178.1 萬 | 0.00% | +907+7.9% | 加碼 |
| KLP Kapitalforvaltning AS | 12,700 | $182.4 萬 | 0.01% | +800+6.7% | 加碼 |
| State of Michigan Retirement System | 13,100 | $188.1 萬 | 0.01% | +200+1.6% | 加碼 |
| StonePine Asset Management Inc. | 13,294 | $190.9 萬 | 0.01% | −61,201−82.2% | 減碼 |
| Vanguard Investments Australia, Ltd. | 13,567 | $194.8 萬 | 0.01% | +13,567 | 新進 |
| SummitTX Capital, L.P. | 13,590 | $195.2 萬 | 0.06% | +6,481+91.2% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,619 | $195.6 萬 | 0.01% | −23−0.2% | 減碼 |
| HRT Financial LP | 13,655 | $196.1 萬 | 0.00% | +13,655 | 新進 |
| Oak Thistle LLC | 13,954 | $200.4 萬 | 0.19% | +3,276+30.7% | 加碼 |
| Davenport & Co LLC | 14,063 | $202.0 萬 | 0.01% | +54+0.4% | 加碼 |
| MML Investors Services, LLC | 14,132 | $203.0 萬 | 0.01% | −6,468−31.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 14,147 | $203.2 萬 | 0.01% | −86−0.6% | 減碼 |
| Canada Pension Plan Investment Board | 14,700 | $211.1 萬 | 0.00% | 00.0% | 不變 |
| Arizona State Retirement System | 14,984 | $215.2 萬 | 0.01% | −186−1.2% | 減碼 |
| Atria Investments LLC | 15,422 | $221.5 萬 | 0.02% | −4,228−21.5% | 減碼 |
| VELA Investment Management, LLC | 15,614 | $224.2 萬 | 0.58% | +15,614 | 新進 |
| Victory Capital Management Inc | 15,752 | $226.2 萬 | 0.00% | −9,217−36.9% | 減碼 |
| Louisiana State Employees Retirement System | 15,800 | $226.9 萬 | 0.04% | +700+4.6% | 加碼 |
| JustInvest LLC | 15,909 | $228.5 萬 | 0.02% | +6,853+75.7% | 加碼 |
| State of Wisconsin Investment Board | 15,922 | $228.7 萬 | 0.01% | +5,496+52.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 16,120 | $231.5 萬 | 0.01% | 00.0% | 不變 |
| Regions Financial Corp | 16,429 | $236.0 萬 | 0.02% | −2,061−11.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 16,590 | $238.3 萬 | 0.00% | −81−0.5% | 減碼 |
| Yousif Capital Management, LLC | 16,601 | $238.4 萬 | 0.03% | −1,021−5.8% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 16,620 | $238.7 萬 | 0.02% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 17,161 | $246.5 萬 | 0.08% | +1,400+8.9% | 加碼 |
| Squarepoint Ops LLC | 17,191 | $246.9 萬 | 0.01% | +17,191 | 新進 |
| XTX Topco Ltd | 17,484 | $251.1 萬 | 0.04% | −642−3.5% | 減碼 |
| Cerity Partners LLC | 18,211 | $261.5 萬 | 0.00% | −692−3.7% | 減碼 |
| HSBC Holdings PLC | 18,295 | $263.5 萬 | 0.00% | −7,381−28.7% | 減碼 |
| Sanctuary Advisors, LLC | 18,372 | $263.9 萬 | 0.01% | −170−0.9% | 減碼 |
| Point72 Asset Management, L.P. | 18,421 | $264.6 萬 | 0.00% | −96,817−84.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 18,829 | $270.4 萬 | 0.01% | 00.0% | 不變 |
| Man Group plc | 18,893 | $271.3 萬 | 0.01% | −22,418−54.3% | 減碼 |
| US Bancorp | 19,102 | $274.3 萬 | 0.00% | −866−4.3% | 減碼 |
| Allstate Corp | 19,287 | $277.0 萬 | 0.03% | +19,287 | 新進 |
| Ambassador Advisors, LLC | 19,369 | $278.2 萬 | 0.42% | +303+1.6% | 加碼 |
| State of Tennessee, Treasury Department | 19,376 | $278.3 萬 | 0.01% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 19,789 | $284.2 萬 | 0.00% | −5,321−21.2% | 減碼 |
| Pathstone Holdings, LLC | 20,409 | $293.1 萬 | 0.01% | +346+1.7% | 加碼 |
| New York State Teachers Retirement System | 20,465 | $293.9 萬 | 0.01% | −1,765−7.9% | 減碼 |
| Bridgewater Associates, LP | 20,549 | $295.1 萬 | 0.01% | +16,951+471.1% | 加碼 |
| Weil Company, Inc. | 20,740 | $297.9 萬 | 0.67% | −781−3.6% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 21,011 | $301.8 萬 | 0.00% | +21,011 | 新進 |
| Vanguard Global Advisers, LLC | 22,097 | $317.4 萬 | 0.00% | +22,097 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,281 | $320.0 萬 | 0.01% | +3,620+19.4% | 加碼 |
| SG Americas Securities, LLC | 22,446 | $322.4 萬 | 0.00% | −25,448−53.1% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 22,976 | $329.7 萬 | 0.02% | −363−1.6% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 23,002 | $330.4 萬 | 0.03% | +209+0.9% | 加碼 |
| Treasurer of the State of North Carolina | 23,154 | $332.5 萬 | 0.01% | +496+2.2% | 加碼 |
| American Century Companies Inc | 23,193 | $333.1 萬 | 0.00% | +1,873+8.8% | 加碼 |
| Cetera Investment Advisers | 24,095 | $346.0 萬 | 0.00% | −4,638−16.1% | 減碼 |
| Hantz Financial Services, Inc. | 24,807 | $356.3 萬 | 0.05% | −5,259−17.5% | 減碼 |
| FORA Capital, LLC | 24,921 | $357.8 萬 | 0.26% | +18,671+298.7% | 加碼 |
| Harbor Advisors LLC | 25,000 | $359.1 萬 | 0.52% | 00.0% | 不變 |
| Amalgamated Bank | 25,205 | $362.0 萬 | 0.03% | +361+1.5% | 加碼 |
| Bell Asset Management Ltd | 25,262 | $363.5 萬 | 1.07% | +2,371+10.4% | 加碼 |
| BW Gestao de Investimentos Ltda. | 25,816 | $370.8 萬 | 0.16% | −13,158−33.8% | 減碼 |
| Wealth High Governance Capital Ltda | 25,816 | $370.8 萬 | 1.11% | −13,158−33.8% | 減碼 |
| Ensign Peak Advisors, Inc | 25,888 | $371.8 萬 | 0.01% | +5,746+28.5% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 26,322 | $372.0 萬 | 0.01% | −2,556−8.9% | 減碼 |
| Advisor Group Holdings, Inc. | 26,551 | $381.3 萬 | 0.01% | −6,482−19.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 26,589 | $381.9 萬 | 0.04% | −1,481−5.3% | 減碼 |
| Hilton Capital Management, LLC | 26,686 | $383.3 萬 | 0.29% | +3,518+15.2% | 加碼 |
| Voleon Capital Management LP | 27,291 | $392.0 萬 | 0.08% | +22,417+459.9% | 加碼 |