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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 14,147 | $203.2 萬 | 0.01% | −86−0.6% | 減碼 |
| MML Investors Services, LLC | 14,132 | $203.0 萬 | 0.01% | −6,468−31.4% | 減碼 |
| Davenport & Co LLC | 14,063 | $202.0 萬 | 0.01% | +54+0.4% | 加碼 |
| Oak Thistle LLC | 13,954 | $200.4 萬 | 0.19% | +3,276+30.7% | 加碼 |
| HRT Financial LP | 13,655 | $196.1 萬 | 0.00% | +13,655 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,619 | $195.6 萬 | 0.01% | −23−0.2% | 減碼 |
| SummitTX Capital, L.P. | 13,590 | $195.2 萬 | 0.06% | +6,481+91.2% | 加碼 |
| Vanguard Investments Australia, Ltd. | 13,567 | $194.8 萬 | 0.01% | +13,567 | 新進 |
| StonePine Asset Management Inc. | 13,294 | $190.9 萬 | 0.01% | −61,201−82.2% | 減碼 |
| State of Michigan Retirement System | 13,100 | $188.1 萬 | 0.01% | +200+1.6% | 加碼 |
| KLP Kapitalforvaltning AS | 12,700 | $182.4 萬 | 0.01% | +800+6.7% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,400 | $178.1 萬 | 0.00% | +907+7.9% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 12,176 | $174.9 萬 | 0.03% | −21−0.2% | 減碼 |
| Alpine Woods Capital Investors, LLC | 11,975 | $172.0 萬 | 0.41% | +8,288+224.8% | 加碼 |
| Dynamic Technology Lab Private Ltd | 11,806 | $169.6 萬 | 0.28% | +8,526+259.9% | 加碼 |
| King Luther Capital Management Corp | 11,725 | $168.4 萬 | 0.01% | −34,799−74.8% | 減碼 |
| Oregon Public Employees Retirement Fund | 11,130 | $159.8 萬 | 0.02% | +200+1.8% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 11,220 | $158.6 萬 | 0.00% | −1,724−13.3% | 減碼 |
| Bokf, NA | 10,863 | $156.0 萬 | 0.02% | +315+3.0% | 加碼 |
| Alyeska Investment Group, L.P. | 10,806 | $155.2 萬 | 0.00% | +10,806 | 新進 |
| Natixis | 10,756 | $154.5 萬 | 0.01% | +3,783+54.3% | 加碼 |
| New Mexico Educational Retirement Board | 10,600 | $152.2 萬 | 0.05% | 00.0% | 不變 |
| Linden Thomas Advisory Services, LLC | 10,271 | $147.5 萬 | 0.14% | +921+9.9% | 加碼 |
| Rockefeller Capital Management L.P. | 9,907 | $142.3 萬 | 0.00% | −756−7.1% | 減碼 |
| Quantbot Technologies LP | 9,815 | $141.0 萬 | 0.06% | +9,815 | 新進 |
| Diversified Management Inc | 9,654 | $138.7 萬 | 0.24% | +9,654 | 新進 |
| Appleton Partners Inc | 9,559 | $137.3 萬 | 0.10% | −1,695−15.1% | 減碼 |
| Crawford Investment Counsel Inc | 9,506 | $136.5 萬 | 0.02% | +1,090+13.0% | 加碼 |
| Spears Abacus Advisors LLC | 9,094 | $130.6 萬 | 0.03% | −790−8.0% | 減碼 |
| Assetmark, Inc | 8,721 | $125.3 萬 | 0.00% | −1,269−12.7% | 減碼 |
| Pictet Asset Management Holding SA | 8,606 | $123.6 萬 | 0.00% | +516+6.4% | 加碼 |
| Xponance, Inc. | 8,585 | $123.3 萬 | 0.01% | +1,466+20.6% | 加碼 |
| Richard Bernstein Advisors LLC | 8,492 | $122.0 萬 | 0.04% | 00.0% | 不變 |
| Gibbs Wealth Management | 8,412 | $120.8 萬 | 0.16% | −349−4.0% | 減碼 |
| Highland Capital Management, LLC | 8,358 | $120.0 萬 | 0.06% | −42−0.5% | 減碼 |
| Mayflower Financial Advisors, LLC | 1,122,126 | $119.1 萬 | 0.14% | −60.0% | 減碼 |
| Pacer Advisors, Inc. | 8,198 | $117.7 萬 | 0.00% | +133+1.6% | 加碼 |
| Brevan Howard Capital Management LP | 8,172 | $117.4 萬 | 0.01% | +8,172 | 新進 |
| Cim, LLC | 8,152 | $117.1 萬 | 0.17% | −48−0.6% | 減碼 |
| Henshaw Capital LLC | 7,964 | $114.4 萬 | 0.04% | +7,964 | 新進 |
| CWM, LLC | 7,946 | $114.1 萬 | 0.00% | −2,320−22.6% | 減碼 |
| Numerai GP LLC | 7,937 | $114.0 萬 | 0.11% | +2,788+54.1% | 加碼 |
| Brinker Capital Investments, LLC | 7,722 | $110.9 萬 | 0.01% | −2,625−25.4% | 減碼 |
| Fisher Asset Management, LLC | 7,708 | $110.7 萬 | 0.00% | +7,708 | 新進 |
| GWM Advisors LLC | 7,651 | $109.9 萬 | 0.00% | −13,915−64.5% | 減碼 |
| Diversified Trust Co | 7,506 | $107.8 萬 | 0.02% | +3,451+85.1% | 加碼 |
| QRG Capital Management, Inc. | 7,444 | $106.9 萬 | 0.01% | −6,520−46.7% | 減碼 |
| Park Avenue Securities LLC | 7,077 | $101.6 萬 | 0.01% | −1,279−15.3% | 減碼 |
| Resources Management Corp | 7,045 | $101.2 萬 | 0.13% | +1,112+18.7% | 加碼 |
| Summit Trail Advisors, LLC | 7,029 | $100.9 萬 | 0.01% | +167+2.4% | 加碼 |
| Truist Financial Corp | 6,985 | $100.3 萬 | 0.00% | −697−9.1% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,732 | $96.7 萬 | 0.03% | −318−4.5% | 減碼 |
| Taylor Frigon Capital Management LLC | 6,641 | $95.4 萬 | 0.54% | −259−3.8% | 減碼 |
| GAMMA Investing LLC | 6,559 | $94.2 萬 | 0.04% | +973+17.4% | 加碼 |
| New York Life Investment Management LLC | 6,529 | $93.8 萬 | 0.01% | +1,648+33.8% | 加碼 |
| Bank of Nova Scotia | 6,363 | $91.4 萬 | 0.00% | +2,477+63.7% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 5,999 | $86.2 萬 | 0.00% | −2,837−32.1% | 減碼 |
| Intrust Bank NA | 5,904 | $84.8 萬 | 0.07% | −608−9.3% | 減碼 |
| TD Asset Management Inc | 5,900 | $84.7 萬 | 0.00% | 00.0% | 不變 |
| Sowell Financial Services LLC | 5,770 | $82.9 萬 | 0.03% | +292+5.3% | 加碼 |
| M&T Bank Corp | 5,704 | $82.0 萬 | 0.00% | −989−14.8% | 減碼 |
| Callan Family Office, LLC | 5,601 | $80.4 萬 | 0.02% | +1,497+36.5% | 加碼 |
| Union Bancaire Privee, UBP SA | 5,774 | $80.3 萬 | 0.01% | +599+11.6% | 加碼 |
| Fulton Bank, N.A. | 5,425 | $77.9 萬 | 0.03% | −262−4.6% | 減碼 |
| State of Alaska, Department of Revenue | 5,415 | $77.7 萬 | 0.01% | 00.0% | 不變 |
| PDT Partners, LLC | 5,403 | $77.6 萬 | 0.05% | −19,378−78.2% | 減碼 |
| Jefferies Financial Group Inc. | 5,400 | $77.6 萬 | 0.01% | +4,083+310.0% | 加碼 |
| James Investment Research Inc | 5,248 | $75.4 萬 | 0.08% | +6+0.1% | 加碼 |
| Sendero Wealth Management, LLC | 5,212 | $74.9 萬 | 0.08% | +900+20.9% | 加碼 |
| Voya Investment Management LLC | 5,198 | $74.7 萬 | 0.00% | −78−1.5% | 減碼 |
| Landscape Capital Management, L.L.C. | 5,048 | $72.5 萬 | 0.05% | +5,048 | 新進 |
| Axq Capital, LP | 5,005 | $71.9 萬 | 0.09% | −566−10.2% | 減碼 |
| Captrust Financial Advisors | 4,960 | $71.2 萬 | 0.00% | −283−5.4% | 減碼 |
| Strategic Wealth Designers | 4,903 | $70.4 萬 | 0.09% | −83−1.7% | 減碼 |
| Norden Group LLC | 4,878 | $70.1 萬 | 0.07% | −165−3.3% | 減碼 |
| First Eagle Investment Management, LLC | 4,875 | $70.0 萬 | 0.00% | +351+7.8% | 加碼 |
| Stegent Equity Advisors, Inc. | 4,593 | $66.0 萬 | 0.56% | −3,538−43.5% | 減碼 |
| J2 Capital Management Inc | 4,567 | $65.6 萬 | 0.45% | +1,441+46.1% | 加碼 |
| Inspire Advisors, LLC | 4,529 | $65.0 萬 | 0.05% | +1,427+46.0% | 加碼 |
| Apriem Advisors | 4,481 | $64.4 萬 | 0.06% | +4,481 | 新進 |
| Naples Global Advisors, LLC | 4,450 | $63.9 萬 | 0.05% | +485+12.2% | 加碼 |
| Bridges Investment Management Inc | 4,417 | $63.4 萬 | 0.01% | −616−12.2% | 減碼 |
| Connable Office Inc | 4,347 | $62.4 萬 | 0.06% | −762−14.9% | 減碼 |
| Federated Hermes, Inc. | 4,321 | $62.1 萬 | 0.00% | −63−1.4% | 減碼 |
| Magnetar Financial LLC | 4,319 | $62.0 萬 | 0.01% | −477−9.9% | 減碼 |
| AXA S.A. | 4,307 | $61.9 萬 | 0.24% | −430−9.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 4,287 | $61.6 萬 | 0.01% | −26−0.6% | 減碼 |
| Vident Advisory, LLC | 4,254 | $61.1 萬 | 0.01% | +1,578+59.0% | 加碼 |
| LRT Capital Management, LLC | 4,122 | $59.2 萬 | 0.55% | +4,122 | 新進 |
| Ronald Blue Trust, Inc. | 4,016 | $57.7 萬 | 0.01% | +160+4.1% | 加碼 |
| Portside Wealth Group, LLC | 3,999 | $57.4 萬 | 0.08% | −951−19.2% | 減碼 |
| Securian Asset Management, Inc | 3,951 | $56.7 萬 | 0.02% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 3,907 | $56.1 萬 | 0.00% | −1,360−25.8% | 減碼 |
| Custom Index Systems, LLC | 3,888 | $55.8 萬 | 0.24% | +176+4.7% | 加碼 |
| Yorktown Management & Research Co Inc | 3,850 | $55.3 萬 | 0.46% | 00.0% | 不變 |
| Mariner, LLC | 3,819 | $54.9 萬 | 0.00% | −10,128−72.6% | 減碼 |
| Studio Investment Management LLC | 3,761 | $54.0 萬 | 0.10% | +47+1.3% | 加碼 |
| Guggenheim Capital LLC | 3,692 | $53.0 萬 | 0.00% | +464+14.4% | 加碼 |
| Brookstone Capital Management | 3,669 | $52.7 萬 | 0.01% | −122−3.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 3,596 | $51.6 萬 | 0.00% | +1,542+75.1% | 加碼 |