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 |
|---|---|---|---|---|---|
| Entropy Technologies, LP | 27,331 | $392.5 萬 | 0.18% | +27,331 | 新進 |
| MetLife Investment Management | 27,663 | $397.3 萬 | 0.02% | +39+0.1% | 加碼 |
| Twinbeech Capital LP | 27,700 | $397.8 萬 | 0.41% | +16,212+141.1% | 加碼 |
| Empowered Funds, LLC | 27,833 | $399.7 萬 | 0.03% | +27,833 | 新進 |
| Walled Lake Planning & Wealth Management, LLC | 28,407 | $408.0 萬 | 1.20% | +407+1.5% | 加碼 |
| New Age Alpha Advisors, LLC | 29,746 | $427.2 萬 | 0.20% | −1,110−3.6% | 減碼 |
| Toroso Investments, LLC | 29,824 | $428.3 萬 | 0.01% | +2,878+10.7% | 加碼 |
| Geneos Wealth Management Inc. | 30,538 | $438.6 萬 | 0.10% | −2,978−8.9% | 減碼 |
| Jacobs Levy Equity Management, Inc | 31,621 | $454.1 萬 | 0.02% | +5,242+19.9% | 加碼 |
| First Trust Advisors LP | 32,603 | $468.2 萬 | 0.00% | −375,435−92.0% | 減碼 |
| Janus Henderson Group PLC | 33,186 | $476.5 萬 | 0.00% | −128,982−79.5% | 減碼 |
| CI Private Wealth, LLC | 33,604 | $481.1 萬 | 0.01% | +20,753+161.5% | 加碼 |
| Deutsche Bank AG | 34,018 | $488.6 萬 | 0.00% | −2,011−5.6% | 減碼 |
| Jane Street Group, LLC | 35,494 | $509.8 萬 | 0.01% | −22,027−38.3% | 減碼 |
| Engineers Gate Manager LP | 36,245 | $520.6 萬 | 0.07% | +33,508+1,224.3% | 加碼 |
| Fifth Third Bancorp | 36,432 | $523.2 萬 | 0.01% | +20,362+126.7% | 加碼 |
| Royce & Associates LP | 36,679 | $526.8 萬 | 0.05% | −11,622−24.1% | 減碼 |
| Commerce Bank | 37,827 | $543.3 萬 | 0.03% | +33,020+686.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 38,140 | $547.8 萬 | 0.00% | −927−2.4% | 減碼 |
| Great West Life Assurance Co | 38,562 | $554.1 萬 | 0.01% | −265−0.7% | 減碼 |
| Whittier Trust Co of Nevada Inc | 39,625 | $557.8 萬 | 0.11% | +1,525+4.0% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 39,436 | $566.4 萬 | 1.33% | −1,925−4.7% | 減碼 |
| Campbell & CO Investment Adviser LLC | 39,651 | $569.5 萬 | 0.32% | −10,851−21.5% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 39,687 | $570.0 萬 | 0.11% | +39,687 | 新進 |
| Schonfeld Strategic Advisors LLC | 40,540 | $582.2 萬 | 0.05% | +12,616+45.2% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 41,346 | $593.8 萬 | 0.22% | +33,274+412.2% | 加碼 |
| Creative Planning | 41,992 | $603.1 萬 | 0.00% | +17,842+73.9% | 加碼 |
| STRS Ohio | 42,994 | $617.5 萬 | 0.02% | −7,002−14.0% | 減碼 |
| Quantinno Capital Management LP | 45,227 | $649.6 萬 | 0.01% | +27,634+157.1% | 加碼 |
| Intech Investment Management LLC | 46,851 | $672.9 萬 | 0.07% | +45,331+2,982.3% | 加碼 |
| Stifel Financial Corp | 47,010 | $675.2 萬 | 0.01% | −26,023−35.6% | 減碼 |
| Wealth High Governance Asset Management Ltda. | 47,784 | $686.3 萬 | 1.07% | −13,242−21.7% | 減碼 |
| Price T Rowe Associates Inc | 48,407 | $695.3 萬 | 0.00% | −112,418−69.9% | 減碼 |
| Boston Partners | 49,667 | $713.3 萬 | 0.01% | +5,737+13.1% | 加碼 |
| Vanguard Asset Management, Ltd | 49,793 | $715.1 萬 | 0.01% | +49,793 | 新進 |
| Nordea Investment Management AB | 51,021 | $721.5 萬 | 0.01% | −2,105−4.0% | 減碼 |
| Crawford Fund Management, LLC | 50,531 | $725.7 萬 | 2.37% | +50,531 | 新進 |
| Van Eck Associates Corp | 50,533 | $725.8 萬 | 0.01% | +1,831+3.8% | 加碼 |
| Teacher Retirement System of Texas | 52,216 | $749.9 萬 | 0.03% | +2,597+5.2% | 加碼 |
| Public Employees Retirement System of Ohio | 52,692 | $756.8 萬 | 0.02% | +7,970+17.8% | 加碼 |
| Mutual of America Capital Management LLC | 52,960 | $760.6 萬 | 0.09% | −1,941−3.5% | 減碼 |
| Edgestream Partners, L.P. | 55,338 | $794.8 萬 | 0.26% | +46,277+510.7% | 加碼 |
| Pier Capital, LLC | 56,145 | $806.4 萬 | 1.33% | +12,145+27.6% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 52,964 | $838.3 萬 | 2.00% | +835+1.6% | 加碼 |
| Trexquant Investment LP | 59,506 | $854.6 萬 | 0.06% | +27,821+87.8% | 加碼 |
| Russell Investments Group, Ltd. | 62,819 | $902.1 萬 | 0.01% | −11,814−15.8% | 減碼 |
| California State Teachers Retirement System | 64,370 | $924.5 萬 | 0.01% | +12,994+25.3% | 加碼 |
| Aptus Capital Advisors, LLC | 66,579 | $956.2 萬 | 0.08% | +690+1.0% | 加碼 |
| Retirement Systems of Alabama | 66,635 | $957.0 萬 | 0.03% | +1,209+1.8% | 加碼 |
| Prudential Financial Inc | 68,827 | $988.5 萬 | 0.01% | +32,135+87.6% | 加碼 |
| Atwood & Palmer Inc | 72,270 | $1,038 萬 | 0.59% | +2,310+3.3% | 加碼 |
| Voloridge Investment Management, LLC | 73,797 | $1,060 萬 | 0.04% | +40,302+120.3% | 加碼 |
| Legal & General Group Plc | 76,171 | $1,094 萬 | 0.00% | −10,038−11.6% | 減碼 |
| Whittier Trust Co | 78,222 | $1,101 萬 | 0.12% | +7,294+10.3% | 加碼 |
| LPL Financial LLC | 81,026 | $1,164 萬 | 0.00% | −34,427−29.8% | 減碼 |
| ExodusPoint Capital Management, LP | 82,574 | $1,186 萬 | 0.12% | +28,549+52.8% | 加碼 |
| ArrowMark Colorado Holdings LLC | 84,086 | $1,208 萬 | 0.32% | −2,515−2.9% | 減碼 |
| Citigroup Inc | 84,324 | $1,211 萬 | 0.01% | −3,756−4.3% | 減碼 |
| Alliancebernstein L.P. | 69,828 | $1,216 萬 | 0.00% | −282,310−80.2% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 89,099 | $1,280 萬 | 0.01% | +10,257+13.0% | 加碼 |
| Alps Advisors Inc | 89,324 | $1,283 萬 | 0.06% | −3,465−3.7% | 減碼 |
| Jain Global LLC | 90,583 | $1,301 萬 | 0.17% | +14,130+18.5% | 加碼 |
| New York State Common Retirement Fund | 90,625 | $1,302 萬 | 0.02% | −4,600−4.8% | 減碼 |
| Montanaro Asset Management Ltd | 98,250 | $1,411 萬 | 4.22% | +600+0.6% | 加碼 |
| Barclays PLC | 99,916 | $1,435 萬 | 0.01% | −22,984−18.7% | 減碼 |
| Ameriprise Financial Inc | 105,177 | $1,511 萬 | 0.00% | −96,687−47.9% | 減碼 |
| Two Sigma Investments, LP | 106,282 | $1,526 萬 | 0.01% | +106,282 | 新進 |
| California Public Employees Retirement System | 107,374 | $1,542 萬 | 0.01% | +3,431+3.3% | 加碼 |
| Swiss National Bank | 107,836 | $1,549 萬 | 0.01% | +600+0.6% | 加碼 |
| Capital International Investors | 112,959 | $1,622 萬 | 0.00% | −200,273−63.9% | 減碼 |
| Amundi | 113,465 | $1,630 萬 | 0.00% | +86,628+322.8% | 加碼 |
| Balyasny Asset Management LLC | 116,331 | $1,671 萬 | 0.03% | +116,331 | 新進 |
| Nuveen, LLC | 117,197 | $1,683 萬 | 0.00% | −1,623−1.4% | 減碼 |
| Assenagon Asset Management S.A. | 117,605 | $1,689 萬 | 0.03% | +117,605 | 新進 |
| GHP Investment Advisors, Inc. | 118,797 | $1,706 萬 | 0.70% | −480.0% | 減碼 |
| Segall Bryant & Hamill, LLC | 120,258 | $1,727 萬 | 0.25% | +32,276+36.7% | 加碼 |
| Principal Financial Group Inc | 121,733 | $1,748 萬 | 0.01% | +4,637+4.0% | 加碼 |
| Brown Advisory Inc | 122,163 | $1,755 萬 | 0.03% | −18,779−13.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 124,451 | $1,787 萬 | 0.07% | −21,800−14.9% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 137,244 | $1,971 萬 | 0.05% | +37,664+37.8% | 加碼 |
| Fenimore Asset Management Inc | 138,466 | $1,989 萬 | 0.44% | +14,794+12.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 138,517 | $1,989 萬 | 0.02% | −9,723−6.6% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 140,050 | $2,011 萬 | 0.01% | −393,406−73.7% | 減碼 |
| Renaissance Group LLC | 151,275 | $2,173 萬 | 0.91% | −33,745−18.2% | 減碼 |
| Millennium Management LLC | 151,949 | $2,182 萬 | 0.02% | +43,022+39.5% | 加碼 |
| JPMorgan Chase & Co | 158,464 | $2,235 萬 | 0.00% | −660.0% | 減碼 |
| Rhumbline Advisers | 156,848 | $2,253 萬 | 0.02% | −495−0.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 156,922 | $2,254 萬 | 0.01% | +142,913+1,020.2% | 加碼 |
| Interval Partners, LP | 170,008 | $2,442 萬 | 0.84% | +85,054+100.1% | 加碼 |
| Flputnam Investment Management Co | 173,532 | $2,492 萬 | 0.37% | +2,286+1.3% | 加碼 |
| UBS Asset Management Americas Inc | 174,863 | $2,511 萬 | 0.01% | +21,201+13.8% | 加碼 |
| HighTower Advisors, LLC | 193,014 | $2,772 萬 | 0.03% | −29,843−13.4% | 減碼 |
| Franklin Resources Inc | 194,975 | $2,800 萬 | 0.01% | −44,699−18.6% | 減碼 |
| Argent Capital Management LLC | 202,422 | $2,907 萬 | 0.92% | −33,673−14.3% | 減碼 |
| Ancora Advisors, LLC | 223,357 | $3,208 萬 | 0.68% | −56,904−20.3% | 減碼 |
| Barlow Wealth Partners, Inc. | 205,159 | $3,334 萬 | 3.70% | +772+0.4% | 加碼 |
| Tudor Investment Corp Et Al | 232,715 | $3,342 萬 | 0.18% | +105,738+83.3% | 加碼 |
| Congress Asset Management Co | 232,980 | $3,346 萬 | 0.24% | −33,676−12.6% | 減碼 |
| Eventide Asset Management, LLC | 236,136 | $3,384 萬 | 0.56% | +1,732+0.7% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 248,770 | $3,573 萬 | 0.36% | +248,770 | 新進 |