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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 64,370 | $924.5 萬 | 0.01% | +12,994+25.3% | 加碼 |
| Russell Investments Group, Ltd. | 62,819 | $902.1 萬 | 0.01% | −11,814−15.8% | 減碼 |
| Trexquant Investment LP | 59,506 | $854.6 萬 | 0.06% | +27,821+87.8% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 52,964 | $838.3 萬 | 2.00% | +835+1.6% | 加碼 |
| Pier Capital, LLC | 56,145 | $806.4 萬 | 1.33% | +12,145+27.6% | 加碼 |
| Edgestream Partners, L.P. | 55,338 | $794.8 萬 | 0.26% | +46,277+510.7% | 加碼 |
| Mutual of America Capital Management LLC | 52,960 | $760.6 萬 | 0.09% | −1,941−3.5% | 減碼 |
| Public Employees Retirement System of Ohio | 52,692 | $756.8 萬 | 0.02% | +7,970+17.8% | 加碼 |
| Teacher Retirement System of Texas | 52,216 | $749.9 萬 | 0.03% | +2,597+5.2% | 加碼 |
| Van Eck Associates Corp | 50,533 | $725.8 萬 | 0.01% | +1,831+3.8% | 加碼 |
| Crawford Fund Management, LLC | 50,531 | $725.7 萬 | 2.37% | +50,531 | 新進 |
| Nordea Investment Management AB | 51,021 | $721.5 萬 | 0.01% | −2,105−4.0% | 減碼 |
| Vanguard Asset Management, Ltd | 49,793 | $715.1 萬 | 0.01% | +49,793 | 新進 |
| Boston Partners | 49,667 | $713.3 萬 | 0.01% | +5,737+13.1% | 加碼 |
| Price T Rowe Associates Inc | 48,407 | $695.3 萬 | 0.00% | −112,418−69.9% | 減碼 |
| Wealth High Governance Asset Management Ltda. | 47,784 | $686.3 萬 | 1.07% | −13,242−21.7% | 減碼 |
| Stifel Financial Corp | 47,010 | $675.2 萬 | 0.01% | −26,023−35.6% | 減碼 |
| Intech Investment Management LLC | 46,851 | $672.9 萬 | 0.07% | +45,331+2,982.3% | 加碼 |
| Quantinno Capital Management LP | 45,227 | $649.6 萬 | 0.01% | +27,634+157.1% | 加碼 |
| STRS Ohio | 42,994 | $617.5 萬 | 0.02% | −7,002−14.0% | 減碼 |
| Creative Planning | 41,992 | $603.1 萬 | 0.00% | +17,842+73.9% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 41,346 | $593.8 萬 | 0.22% | +33,274+412.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 40,540 | $582.2 萬 | 0.05% | +12,616+45.2% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 39,687 | $570.0 萬 | 0.11% | +39,687 | 新進 |
| Campbell & CO Investment Adviser LLC | 39,651 | $569.5 萬 | 0.32% | −10,851−21.5% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 39,436 | $566.4 萬 | 1.33% | −1,925−4.7% | 減碼 |
| Whittier Trust Co of Nevada Inc | 39,625 | $557.8 萬 | 0.11% | +1,525+4.0% | 加碼 |
| Great West Life Assurance Co | 38,562 | $554.1 萬 | 0.01% | −265−0.7% | 減碼 |
| Manufacturers Life Insurance Company, The | 38,140 | $547.8 萬 | 0.00% | −927−2.4% | 減碼 |
| Commerce Bank | 37,827 | $543.3 萬 | 0.03% | +33,020+686.9% | 加碼 |
| Royce & Associates LP | 36,679 | $526.8 萬 | 0.05% | −11,622−24.1% | 減碼 |
| Fifth Third Bancorp | 36,432 | $523.2 萬 | 0.01% | +20,362+126.7% | 加碼 |
| Engineers Gate Manager LP | 36,245 | $520.6 萬 | 0.07% | +33,508+1,224.3% | 加碼 |
| Jane Street Group, LLC | 35,494 | $509.8 萬 | 0.01% | −22,027−38.3% | 減碼 |
| Deutsche Bank AG | 34,018 | $488.6 萬 | 0.00% | −2,011−5.6% | 減碼 |
| CI Private Wealth, LLC | 33,604 | $481.1 萬 | 0.01% | +20,753+161.5% | 加碼 |
| Janus Henderson Group PLC | 33,186 | $476.5 萬 | 0.00% | −128,982−79.5% | 減碼 |
| First Trust Advisors LP | 32,603 | $468.2 萬 | 0.00% | −375,435−92.0% | 減碼 |
| Jacobs Levy Equity Management, Inc | 31,621 | $454.1 萬 | 0.02% | +5,242+19.9% | 加碼 |
| Geneos Wealth Management Inc. | 30,538 | $438.6 萬 | 0.10% | −2,978−8.9% | 減碼 |
| Toroso Investments, LLC | 29,824 | $428.3 萬 | 0.01% | +2,878+10.7% | 加碼 |
| New Age Alpha Advisors, LLC | 29,746 | $427.2 萬 | 0.20% | −1,110−3.6% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 28,407 | $408.0 萬 | 1.20% | +407+1.5% | 加碼 |
| Empowered Funds, LLC | 27,833 | $399.7 萬 | 0.03% | +27,833 | 新進 |
| Twinbeech Capital LP | 27,700 | $397.8 萬 | 0.41% | +16,212+141.1% | 加碼 |
| MetLife Investment Management | 27,663 | $397.3 萬 | 0.02% | +39+0.1% | 加碼 |
| Entropy Technologies, LP | 27,331 | $392.5 萬 | 0.18% | +27,331 | 新進 |
| Voleon Capital Management LP | 27,291 | $392.0 萬 | 0.08% | +22,417+459.9% | 加碼 |
| Hilton Capital Management, LLC | 26,686 | $383.3 萬 | 0.29% | +3,518+15.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 26,589 | $381.9 萬 | 0.04% | −1,481−5.3% | 減碼 |
| Advisor Group Holdings, Inc. | 26,551 | $381.3 萬 | 0.01% | −6,482−19.6% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 26,322 | $372.0 萬 | 0.01% | −2,556−8.9% | 減碼 |
| Ensign Peak Advisors, Inc | 25,888 | $371.8 萬 | 0.01% | +5,746+28.5% | 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 |
| Bell Asset Management Ltd | 25,262 | $363.5 萬 | 1.07% | +2,371+10.4% | 加碼 |
| Amalgamated Bank | 25,205 | $362.0 萬 | 0.03% | +361+1.5% | 加碼 |
| Harbor Advisors LLC | 25,000 | $359.1 萬 | 0.52% | 00.0% | 不變 |
| FORA Capital, LLC | 24,921 | $357.8 萬 | 0.26% | +18,671+298.7% | 加碼 |
| Hantz Financial Services, Inc. | 24,807 | $356.3 萬 | 0.05% | −5,259−17.5% | 減碼 |
| Cetera Investment Advisers | 24,095 | $346.0 萬 | 0.00% | −4,638−16.1% | 減碼 |
| American Century Companies Inc | 23,193 | $333.1 萬 | 0.00% | +1,873+8.8% | 加碼 |
| Treasurer of the State of North Carolina | 23,154 | $332.5 萬 | 0.01% | +496+2.2% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 23,002 | $330.4 萬 | 0.03% | +209+0.9% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 22,976 | $329.7 萬 | 0.02% | −363−1.6% | 減碼 |
| SG Americas Securities, LLC | 22,446 | $322.4 萬 | 0.00% | −25,448−53.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,281 | $320.0 萬 | 0.01% | +3,620+19.4% | 加碼 |
| Vanguard Global Advisers, LLC | 22,097 | $317.4 萬 | 0.00% | +22,097 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 21,011 | $301.8 萬 | 0.00% | +21,011 | 新進 |
| Weil Company, Inc. | 20,740 | $297.9 萬 | 0.67% | −781−3.6% | 減碼 |
| Bridgewater Associates, LP | 20,549 | $295.1 萬 | 0.01% | +16,951+471.1% | 加碼 |
| New York State Teachers Retirement System | 20,465 | $293.9 萬 | 0.01% | −1,765−7.9% | 減碼 |
| Pathstone Holdings, LLC | 20,409 | $293.1 萬 | 0.01% | +346+1.7% | 加碼 |
| Baird Financial Group, Inc. | 19,789 | $284.2 萬 | 0.00% | −5,321−21.2% | 減碼 |
| State of Tennessee, Treasury Department | 19,376 | $278.3 萬 | 0.01% | 00.0% | 不變 |
| Ambassador Advisors, LLC | 19,369 | $278.2 萬 | 0.42% | +303+1.6% | 加碼 |
| Allstate Corp | 19,287 | $277.0 萬 | 0.03% | +19,287 | 新進 |
| US Bancorp | 19,102 | $274.3 萬 | 0.00% | −866−4.3% | 減碼 |
| Man Group plc | 18,893 | $271.3 萬 | 0.01% | −22,418−54.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 18,829 | $270.4 萬 | 0.01% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 18,421 | $264.6 萬 | 0.00% | −96,817−84.0% | 減碼 |
| Sanctuary Advisors, LLC | 18,372 | $263.9 萬 | 0.01% | −170−0.9% | 減碼 |
| HSBC Holdings PLC | 18,295 | $263.5 萬 | 0.00% | −7,381−28.7% | 減碼 |
| Cerity Partners LLC | 18,211 | $261.5 萬 | 0.00% | −692−3.7% | 減碼 |
| XTX Topco Ltd | 17,484 | $251.1 萬 | 0.04% | −642−3.5% | 減碼 |
| Squarepoint Ops LLC | 17,191 | $246.9 萬 | 0.01% | +17,191 | 新進 |
| Ameritas Investment Partners, Inc. | 17,161 | $246.5 萬 | 0.08% | +1,400+8.9% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 16,620 | $238.7 萬 | 0.02% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 16,601 | $238.4 萬 | 0.03% | −1,021−5.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 16,590 | $238.3 萬 | 0.00% | −81−0.5% | 減碼 |
| Regions Financial Corp | 16,429 | $236.0 萬 | 0.02% | −2,061−11.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 16,120 | $231.5 萬 | 0.01% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 15,922 | $228.7 萬 | 0.01% | +5,496+52.7% | 加碼 |
| JustInvest LLC | 15,909 | $228.5 萬 | 0.02% | +6,853+75.7% | 加碼 |
| Louisiana State Employees Retirement System | 15,800 | $226.9 萬 | 0.04% | +700+4.6% | 加碼 |
| Victory Capital Management Inc | 15,752 | $226.2 萬 | 0.00% | −9,217−36.9% | 減碼 |
| VELA Investment Management, LLC | 15,614 | $224.2 萬 | 0.58% | +15,614 | 新進 |
| Atria Investments LLC | 15,422 | $221.5 萬 | 0.02% | −4,228−21.5% | 減碼 |
| Arizona State Retirement System | 14,984 | $215.2 萬 | 0.01% | −186−1.2% | 減碼 |
| Canada Pension Plan Investment Board | 14,700 | $211.1 萬 | 0.00% | 00.0% | 不變 |