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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 3,583 | $51.5 萬 | 0.00% | +1,939+117.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 3,563 | $51.2 萬 | 0.00% | −4,400−55.3% | 減碼 |
| CAPROCK Group, Inc. | 3,522 | $50.6 萬 | 0.01% | +781+28.5% | 加碼 |
| Susquehanna International Group, LLP | 3,519 | $50.5 萬 | 0.00% | −8,702−71.2% | 減碼 |
| Clifford Group, LLC | 3,477 | $49.9 萬 | 0.38% | −329−8.6% | 減碼 |
| Swiss Life Asset Management Ltd | 3,463 | $49.7 萬 | 0.00% | −545−13.6% | 減碼 |
| Keybank National Association | 3,400 | $48.8 萬 | 0.00% | −5,105−60.0% | 減碼 |
| Skopos Labs, Inc. | 3,370 | $48.4 萬 | 0.02% | +1,762+109.6% | 加碼 |
| Janney Montgomery Scott LLC | 3,245 | $46.6 萬 | 0.00% | −148−4.4% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 3,206 | $46.1 萬 | 0.01% | +1,545+93.0% | 加碼 |
| ING Groep NV | 3,200 | $46.0 萬 | 0.00% | +3,200 | 新進 |
| Mercer Global Advisors Inc | 3,191 | $45.8 萬 | 0.00% | −920−22.4% | 減碼 |
| Mount Lucas Management LP | 3,162 | $45.4 萬 | 0.17% | −2,429−43.4% | 減碼 |
| Integrated Wealth Concepts LLC | 3,156 | $45.3 萬 | 0.00% | +3,156 | 新進 |
| Optimize Financial Inc | 3,152 | $45.3 萬 | 0.22% | +830+35.7% | 加碼 |
| Integrated Investment Consultants, LLC | 3,101 | $44.5 萬 | 0.09% | −194−5.9% | 減碼 |
| Mount Yale Investment Advisors, LLC | 3,049 | $43.8 萬 | 0.01% | +3,049 | 新進 |
| Tower Research Capital LLC (TRC) | 3,041 | $43.7 萬 | 0.01% | −126−4.0% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 3,040 | $43.7 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 3,033 | $43.6 萬 | 0.00% | +676+28.7% | 加碼 |
| Dynasty Wealth Management, LLC | 3,031 | $43.5 萬 | 0.00% | −67−2.2% | 減碼 |
| Aviva PLC | 2,927 | $42.0 萬 | 0.00% | +144+5.2% | 加碼 |
| Venturi Wealth Management, LLC | 2,893 | $41.5 萬 | 0.02% | +2,893 | 新進 |
| Snowden Capital Advisors LLC | 2,868 | $41.2 萬 | 0.01% | +136+5.0% | 加碼 |
| Utah Retirement Systems | 2,859 | $41.1 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,822 | $40.5 萬 | 0.01% | +344+13.9% | 加碼 |
| OneAscent Investment Solutions LLC | 2,806 | $40.3 萬 | 0.40% | −7−0.2% | 減碼 |
| Ethic Inc. | 2,802 | $40.2 萬 | 0.01% | −1,225−30.4% | 減碼 |
| EntryPoint Capital, LLC | 2,800 | $40.2 萬 | 0.12% | +2,800 | 新進 |
| Walleye Capital LLC | 2,788 | $40.0 萬 | 0.00% | −112,360−97.6% | 減碼 |
| Inceptionr LLC | 2,778 | $39.9 萬 | 0.10% | +2,778 | 新進 |
| State of Wyoming | 2,770 | $39.8 萬 | 0.05% | −1,047−27.4% | 減碼 |
| Fiduciary Trust Co | 2,765 | $39.7 萬 | 0.00% | −58−2.1% | 減碼 |
| First Bank & Trust | 2,717 | $39.0 萬 | 0.06% | −337−11.0% | 減碼 |
| Catalyst Funds Management Pty Ltd | 2,700 | $38.8 萬 | 0.07% | +2,700 | 新進 |
| Maryland State Retirement & Pension System | 2,697 | $38.7 萬 | 0.01% | 00.0% | 不變 |
| Lecap Asset Management Ltd | 2,676 | $38.4 萬 | 0.14% | −1,354−33.6% | 減碼 |
| Krilogy Financial LLC | 2,405 | $38.2 萬 | 0.01% | +2,405 | 新進 |
| Sequoia Financial Advisors, LLC | 2,618 | $37.6 萬 | 0.00% | −3,089−54.1% | 減碼 |
| Wealth Alliance | 2,602 | $37.4 萬 | 0.04% | +7+0.3% | 加碼 |
| Jump Financial, LLC | 2,600 | $37.3 萬 | 0.01% | +2,600 | 新進 |
| Vestcor Inc | 2,574 | $37.0 萬 | 0.01% | −3,803−59.6% | 減碼 |
| DnB Asset Management AS | 2,562 | $36.8 萬 | 0.00% | +2,562 | 新進 |
| Rehmann Capital Advisory Group | 2,552 | $36.7 萬 | 0.02% | +684+36.6% | 加碼 |
| Baker Ellis Asset Management LLC | 2,500 | $35.9 萬 | 0.04% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 2,454 | $35.2 萬 | 0.04% | +964+64.7% | 加碼 |
| Advisory Services Network, LLC | 2,428 | $34.9 萬 | 0.00% | −5,026−67.4% | 減碼 |
| Beverly Hills Private Wealth, LLC | 2,386 | $34.3 萬 | 0.06% | −117−4.7% | 減碼 |
| Wealthcare Capital Partners, LLC | 2,334 | $33.5 萬 | 0.16% | +10+0.4% | 加碼 |
| Vise Technologies, Inc. | 1,919 | $33.4 萬 | 0.01% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 2,280 | $32.8 萬 | 0.00% | +353+18.3% | 加碼 |
| Trajan Wealth LLC | 2,274 | $32.7 萬 | 0.01% | +536+30.8% | 加碼 |
| Private Advisor Group, LLC | 2,245 | $32.2 萬 | 0.00% | +4+0.2% | 加碼 |
| We Are One Seven, LLC | 2,217 | $31.8 萬 | 0.01% | +253+12.9% | 加碼 |
| Accredited Investors Inc. | 2,196 | $31.5 萬 | 0.02% | −4,207−65.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 2,195 | $31.5 萬 | 0.00% | −108−4.7% | 減碼 |
| ProShare Advisors LLC | 2,180 | $31.3 萬 | 0.00% | −7−0.3% | 減碼 |
| Aquatic Capital Management LLC | 2,164 | $31.1 萬 | 0.01% | −1,943−47.3% | 減碼 |
| Fifth Third Wealth Advisors LLC | 2,130 | $30.6 萬 | 0.01% | +577+37.2% | 加碼 |
| Boothbay Fund Management, LLC | 2,097 | $30.1 萬 | 0.01% | +238+12.8% | 加碼 |
| Legacy Wealth Asset Management, LLC | 2,077 | $29.8 萬 | 0.07% | +37+1.8% | 加碼 |
| Cresset Asset Management, LLC | 2,076 | $29.8 萬 | 0.00% | −5,047−70.9% | 減碼 |
| Glenmede Trust Co NA | 2,074 | $29.8 萬 | 0.00% | +45+2.2% | 加碼 |
| Index Technologies Group LLC | 2,030 | $29.2 萬 | 0.32% | +132+7.0% | 加碼 |
| Gateway Investment Advisers LLC | 2,029 | $29.1 萬 | 0.00% | +2,029 | 新進 |
| Vista Finance, LLC | 2,027 | $29.1 萬 | 0.23% | −96−4.5% | 減碼 |
| Abel Hall, LLC | 2,023 | $29.1 萬 | 0.06% | +2,023 | 新進 |
| Diversify Wealth Management, LLC | 1,847 | $28.8 萬 | 0.01% | +550+42.4% | 加碼 |
| Umb Bank N A | 1,971 | $28.3 萬 | 0.00% | −102−4.9% | 減碼 |
| Argos Wealth Advisors, LLC | 1,930 | $27.7 萬 | 0.08% | 00.0% | 不變 |
| Mirabella Financial Services LLP | 1,918 | $27.5 萬 | 0.03% | −1,001−34.3% | 減碼 |
| AlphaGrep UK Ltd | 1,910 | $27.4 萬 | 0.08% | +1,910 | 新進 |
| Commonwealth Equity Services, LLC | 1,907 | $27.4 萬 | 0.00% | +48+2.6% | 加碼 |
| Benjamin Edwards Inc | 1,907 | $27.4 萬 | 0.00% | −312−14.1% | 減碼 |
| ISAM Funds (UK) Ltd | 1,885 | $27.1 萬 | 0.13% | +1,885 | 新進 |
| Virtu Financial LLC | 1,871 | $26.9 萬 | 0.01% | −3,084−62.2% | 減碼 |
| Sun Group Wealth Partners | 1,869 | $26.8 萬 | 0.21% | +1,869 | 新進 |
| Shelton Capital Management | 1,813 | $26.0 萬 | 0.01% | 00.0% | 不變 |
| Infrastructure Capital Advisors, LLC | 1,810 | $26.0 萬 | 0.02% | +238+15.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,844 | $25.9 萬 | 0.00% | +437+31.1% | 加碼 |
| Quadrant Capital Group LLC | 1,769 | $25.4 萬 | 0.01% | −441−20.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 1,766 | $25.4 萬 | 0.00% | −9−0.5% | 減碼 |
| Riverwater Partners LLC | 1,752 | $25.2 萬 | 0.08% | +292+20.0% | 加碼 |
| Cassaday & Co Wealth Management LLC | 1,745 | $25.1 萬 | 0.01% | −25−1.4% | 減碼 |
| Hamilton Capital Partners Inc. | 1,730 | $24.8 萬 | 0.01% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 1,720 | $24.7 萬 | 0.01% | +432+33.5% | 加碼 |
| SFMG, LLC | 1,716 | $24.6 萬 | 0.02% | 00.0% | 不變 |
| Nilsine Partners, LLC | 1,531 | $24.5 萬 | 0.02% | +1,531 | 新進 |
| DRW Securities, LLC | 1,697 | $24.4 萬 | 0.01% | +1,697 | 新進 |
| NewEdge Wealth, LLC | 1,684 | $24.2 萬 | 0.00% | −96−5.4% | 減碼 |
| CIBC Asset Management Inc | 1,644 | $23.6 萬 | 0.00% | 00.0% | 不變 |
| HB Wealth Management, LLC | 1,630 | $23.4 萬 | 0.00% | +136+9.1% | 加碼 |
| AlTi Global, Inc. | 1,620 | $23.3 萬 | 0.01% | −57−3.4% | 減碼 |
| Serenus Wealth Advisors, LLC | 1,610 | $23.1 萬 | 0.05% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 1,586 | $22.8 萬 | 0.00% | −15,957−91.0% | 減碼 |
| North Dakota State Investment Board | 1,581 | $22.7 萬 | 0.01% | −333−17.4% | 減碼 |
| KBC Group NV | 1,557 | $22.4 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 1,528 | $21.9 萬 | 0.00% | +81+5.6% | 加碼 |
| Arkadios Wealth Advisors | 1,497 | $21.5 萬 | 0.00% | −146−8.9% | 減碼 |
| Evoke Wealth, LLC | 1,428 | $20.5 萬 | 0.00% | −135−8.6% | 減碼 |