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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 258,230 | $3,642 萬 | 0.03% | +32,845+14.6% | 加碼 |
| Qube Research & Technologies Ltd | 255,164 | $3,665 萬 | 0.05% | +81,148+46.6% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 257,692 | $3,701 萬 | 1.80% | +229+0.1% | 加碼 |
| Handelsbanken Fonder AB | 260,558 | $3,742 萬 | 0.12% | −52,900−16.9% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 272,060 | $3,907 萬 | 0.06% | +38,013+16.2% | 加碼 |
| Jones Financial Companies LLLP | 297,478 | $4,135 萬 | 0.02% | +291,281+4,700.4% | 加碼 |
| Envestnet Asset Management Inc | 329,441 | $4,731 萬 | 0.01% | −13,973−4.1% | 減碼 |
| Vanguard Fiduciary Trust Co | 340,393 | $4,889 萬 | 0.01% | +340,393 | 新進 |
| Wells Fargo & Company | 346,367 | $4,975 萬 | 0.01% | −47,534−12.1% | 減碼 |
| Natixis Advisors, L.P. | 347,746 | $4,994 萬 | 0.07% | +22,082+6.8% | 加碼 |
| Thrivent Financial for Lutherans | 349,756 | $5,023 萬 | 0.10% | −359,091−50.7% | 減碼 |
| GW&K Investment Management, LLC | 354,095 | $5,086 萬 | 0.45% | −2,160−0.6% | 減碼 |
| UBS Group AG | 359,105 | $5,157 萬 | 0.01% | +121,877+51.4% | 加碼 |
| Fiera Capital Corp | 361,609 | $5,193 萬 | 0.18% | +9,030+2.6% | 加碼 |
| Nomura Asset Management International Inc. | 379,183 | $5,446 萬 | 0.09% | −7,725−2.0% | 減碼 |
| AQR Capital Management LLC | 399,342 | $5,733 萬 | 0.03% | +19,864+5.2% | 加碼 |
| Van Berkom & Associates Inc. | 405,978 | $5,831 萬 | 1.90% | +28,600+7.6% | 加碼 |
| Bank of New York Mellon Corp | 420,646 | $6,041 萬 | 0.01% | −3,607−0.9% | 減碼 |
| Charles Schwab Investment Management Inc | 452,611 | $6,500 萬 | 0.01% | +30,267+7.2% | 加碼 |
| Jennison Associates LLC | 468,557 | $6,729 萬 | 0.05% | −119,210−20.3% | 減碼 |
| Invesco Ltd. | 474,774 | $6,819 萬 | 0.01% | −286,187−37.6% | 減碼 |
| Citadel Advisors LLC | 488,152 | $7,011 萬 | 0.05% | +421,069+627.7% | 加碼 |
| Northern Trust Corp | 526,682 | $7,564 萬 | 0.01% | +17,011+3.3% | 加碼 |
| Westfield Capital Management Co LP | 543,611 | $7,807 萬 | 0.33% | +23,609+4.5% | 加碼 |
| Neuberger Berman Group LLC | 610,943 | $8,774 萬 | 0.07% | −17,835−2.8% | 減碼 |
| Dimensional Fund Advisors LP | 616,519 | $8,854 萬 | 0.02% | +81,182+15.2% | 加碼 |
| Goldman Sachs Group Inc | 623,716 | $8,958 萬 | 0.01% | +78,854+14.5% | 加碼 |
| Clearbridge Investments, LLC | 625,228 | $8,980 萬 | 0.08% | +56,345+9.9% | 加碼 |
| SEI Investments Co | 689,532 | $9,903 萬 | 0.09% | +626+0.1% | 加碼 |
| Raymond James Financial Inc | 701,587 | $9,933 萬 | 0.03% | −94,774−11.9% | 減碼 |
| Champlain Investment Partners, LLC | 717,724 | $1.03 億 | 1.31% | +258,624+56.3% | 加碼 |
| Fiduciary Management Inc | 803,572 | $1.15 億 | 1.43% | +106,279+15.2% | 加碼 |
| FMR LLC | 856,024 | $1.23 億 | 0.01% | −269,438−23.9% | 減碼 |
| Bank of America Corp | 950,872 | $1.37 億 | 0.01% | −2,968−0.3% | 減碼 |
| Bamco Inc | 1,061,403 | $1.52 億 | 0.46% | −62,548−5.6% | 減碼 |
| Bank of Montreal | 1,149,599 | $1.65 億 | 0.07% | −49,860−4.2% | 減碼 |
| Capital Research Global Investors | 1,314,674 | $1.89 億 | 0.03% | +352,411+36.6% | 加碼 |
| Geode Capital Management, LLC | 1,351,209 | $1.94 億 | 0.01% | −67,340−4.7% | 減碼 |
| Wellington Management Group LLP | 1,361,410 | $1.96 億 | 0.04% | +77,597+6.0% | 加碼 |
| Morgan Stanley | 1,592,009 | $2.29 億 | 0.01% | +1,041,701+189.3% | 加碼 |
| State Street Corp | 1,693,696 | $2.43 億 | 0.01% | −9,599−0.6% | 減碼 |
| Royal Bank of Canada | 1,751,495 | $2.52 億 | 0.05% | +48,126+2.8% | 加碼 |
| Earnest Partners LLC | 2,228,984 | $3.20 億 | 1.32% | −62,527−2.7% | 減碼 |
| Vanguard Capital Management LLC | 2,419,332 | $3.47 億 | 0.01% | +2,419,332 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 2,642,146 | $3.79 億 | 1.11% | −130,661−4.7% | 減碼 |
| Vanguard Portfolio Management LLC | 2,778,410 | $3.99 億 | 0.02% | +2,778,410 | 新進 |
| BlackRock, Inc. | 5,280,800 | $7.58 億 | 0.01% | +39,479+0.8% | 加碼 |
| Activest Wealth Management | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Robinhood Asset Management, LLC | 0 | $0 | 0.00% | −39,395−100.0% | 清倉 |
| Thomas Story & Son LLC | 0 | $0 | 0.00% | −34,375−100.0% | 清倉 |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −28,123−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −19,558−100.0% | 清倉 |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −19,513−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −18,221−100.0% | 清倉 |
| Monument Capital Management | 0 | $0 | 0.00% | −16,337−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −15,151−100.0% | 清倉 |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −13,281−100.0% | 清倉 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0 | $0 | 0.00% | −11,146−100.0% | 清倉 |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −9,503−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −7,100−100.0% | 清倉 |
| Prudential PLC | 0 | $0 | 0.00% | −6,226−100.0% | 清倉 |
| Pinebridge Investments LLC | 0 | $0 | 0.00% | −5,308−100.0% | 清倉 |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −5,178−100.0% | 清倉 |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −5,150−100.0% | 清倉 |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −5,002−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −4,323−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −4,229−100.0% | 清倉 |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −3,930−100.0% | 清倉 |
| Hanlon Investment Management, Inc. | 0 | $0 | 0.00% | −3,672−100.0% | 清倉 |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −3,350−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −3,109−100.0% | 清倉 |
| Csenge Advisory Group | 0 | $0 | 0.00% | −2,895−100.0% | 清倉 |
| Caxton Associates LLP | 0 | $0 | 0.00% | −2,857−100.0% | 清倉 |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,771−100.0% | 清倉 |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −2,650−100.0% | 清倉 |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −2,278−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −2,274−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −2,200−100.0% | 清倉 |
| Round Rock Advisors, LLC | 0 | $0 | 0.00% | −2,073−100.0% | 清倉 |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −2,062−100.0% | 清倉 |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −2,049−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −1,898−100.0% | 清倉 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0 | $0 | 0.00% | −1,817−100.0% | 清倉 |
| Anb Bank | 0 | $0 | 0.00% | −1,807−100.0% | 清倉 |
| Hutchens & Kramer Investment Management Group, LLC | 0 | $0 | 0.00% | −1,787−100.0% | 清倉 |
| Brown Miller Wealth Management, LLC | 0 | $0 | 0.00% | −1,761−100.0% | 清倉 |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −1,761−100.0% | 清倉 |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −1,750−100.0% | 清倉 |
| Fedenia Advisers LLC | 0 | $0 | 0.00% | −1,651−100.0% | 清倉 |
| Advyzon Investment Management, LLC | 0 | $0 | 0.00% | −1,569−100.0% | 清倉 |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −1,548−100.0% | 清倉 |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −1,529−100.0% | 清倉 |
| Marex Group plc | 0 | $0 | 0.00% | −1,502−100.0% | 清倉 |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −1,467−100.0% | 清倉 |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −1,418−100.0% | 清倉 |
| Journey Retirement Planning & Investment Management LLC | 0 | $0 | 0.00% | −1,413−100.0% | 清倉 |
| 111 Capital | 0 | $0 | 0.00% | −1,402−100.0% | 清倉 |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −1,207−100.0% | 清倉 |
| Okabena Investment Services Inc | 0 | $0 | 0.00% | −1,382−100.0% | 清倉 |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −1,352−100.0% | 清倉 |