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 2 季 13F 持有人
Houlihan Lokey, Inc. 在 2026/6/30 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
- 520
- 較 2026 年第 1 季 −21 家
- 持有股數
- 5,626 萬
- 較 2026 年第 1 季 +145.6 萬 (+2.7%)
- 總市值
- $74.0 億
- 較 2026 年第 1 季 −$3.14 億 (−4.1%)
- 新進機構
- 54
- 另有 178 家加碼
- 清倉機構
- 75
- 另有 206 家減碼
另有 6 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 2,565 | $34.4 萬 | 0.01% | −257−9.1% | 減碼 |
| Vestcor Inc | 2,574 | $34.5 萬 | 0.01% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 2,576 | $34.6 萬 | 0.01% | −292−10.2% | 減碼 |
| Nykredit A/S | 2,591 | $34.8 萬 | 0.00% | +2,591 | 新進 |
| Oak Thistle LLC | 2,675 | $35.9 萬 | 0.03% | −11,279−80.8% | 減碼 |
| iA Global Asset Management Inc. | 2,687 | $36.0 萬 | 0.00% | +2,687 | 新進 |
| Maryland State Retirement & Pension System | 2,697 | $36.2 萬 | 0.01% | 00.0% | 不變 |
| First Bank & Trust | 2,717 | $36.4 萬 | 0.05% | 00.0% | 不變 |
| Merit Financial Group, LLC | 2,772 | $37.2 萬 | 0.00% | +2,772 | 新進 |
| Fiduciary Trust Co | 2,772 | $37.2 萬 | 0.00% | +7+0.3% | 加碼 |
| Utah Retirement Systems | 2,859 | $38.3 萬 | 0.00% | 00.0% | 不變 |
| Dynasty Wealth Management, LLC | 2,861 | $38.4 萬 | 0.00% | −170−5.6% | 減碼 |
| Mission Wealth Management, LP | 2,876 | $38.6 萬 | 0.00% | +2,876 | 新進 |
| Rehmann Capital Advisory Group | 2,922 | $39.2 萬 | 0.02% | +370+14.5% | 加碼 |
| Hantz Financial Services, Inc. | 3,001 | $40.3 萬 | 0.01% | −21,806−87.9% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 3,083 | $41.4 萬 | 0.00% | −123−3.8% | 減碼 |
| Integrated Investment Consultants, LLC | 3,088 | $41.4 萬 | 0.08% | −13−0.4% | 減碼 |
| Susquehanna International Group, LLP | 3,091 | $41.5 萬 | 0.00% | −428−12.2% | 減碼 |
| Aviva PLC | 3,134 | $42.0 萬 | 0.00% | +207+7.1% | 加碼 |
| Optimize Financial Inc | 3,142 | $42.1 萬 | 0.15% | −10−0.3% | 減碼 |
| Gateway Investment Advisers LLC | 3,142 | $42.1 萬 | 0.00% | +1,113+54.9% | 加碼 |
| Sound Capital Solutions LLC | 3,142 | $42.1 萬 | 0.10% | +3,142 | 新進 |
| M&T Bank Corp | 3,223 | $43.2 萬 | 0.00% | −2,481−43.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 3,328 | $44.6 萬 | 0.00% | +710+27.1% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 3,339 | $44.8 萬 | 0.00% | −2,660−44.3% | 減碼 |
| Caxton Associates LLP | 3,393 | $45.5 萬 | 0.01% | +3,393 | 新進 |
| Sepio Capital, LP | 3,406 | $45.7 萬 | 0.02% | +3,406 | 新進 |
| Venturi Wealth Management, LLC | 3,508 | $47.1 萬 | 0.02% | +615+21.3% | 加碼 |
| J2 Capital Management Inc | 3,522 | $47.2 萬 | 0.32% | −1,045−22.9% | 減碼 |
| CWM Advisors, LLC | 3,528 | $47.3 萬 | 0.02% | +3,528 | 新進 |
| Brookstone Capital Management | 3,567 | $47.9 萬 | 0.00% | −102−2.8% | 減碼 |
| Virginia Retirement Systems Et Al | 3,600 | $48.3 萬 | 0.00% | +3,600 | 新進 |
| Moneta Group Investment Advisors LLC | 3,667 | $49.2 萬 | 0.00% | −240−6.1% | 減碼 |
| Krilogy Financial LLC | 3,670 | $49.2 萬 | 0.01% | +1,265+52.6% | 加碼 |
| Guggenheim Capital LLC | 3,710 | $49.8 萬 | 0.00% | +18+0.5% | 加碼 |
| Studio Investment Management LLC | 3,750 | $50.3 萬 | 0.09% | −11−0.3% | 減碼 |
| Worldquant Millennium Advisors LLC | 3,751 | $50.3 萬 | 0.00% | +3,751 | 新進 |
| Custom Index Systems, LLC | 3,776 | $50.6 萬 | 0.18% | −112−2.9% | 減碼 |
| Integrated Wealth Concepts LLC | 3,780 | $50.7 萬 | 0.00% | +624+19.8% | 加碼 |
| SRS Capital Advisors, Inc. | 3,788 | $50.8 萬 | 0.00% | +3,726+6,009.7% | 加碼 |
| AlphaGrep UK Ltd | 3,807 | $51.1 萬 | 0.16% | +1,897+99.3% | 加碼 |
| Clifford Group, LLC | 3,822 | $51.3 萬 | 0.35% | +345+9.9% | 加碼 |
| Swiss Life Asset Management Ltd | 3,833 | $51.4 萬 | 0.00% | +370+10.7% | 加碼 |
| Caitlin John, LLC | 3,833 | $51.4 萬 | 0.28% | +3,833 | 新進 |
| Yorktown Management & Research Co Inc | 3,850 | $51.6 萬 | 0.32% | 00.0% | 不變 |
| Bridges Investment Management Inc | 3,851 | $51.7 萬 | 0.01% | −566−12.8% | 減碼 |
| Ronald Blue Trust, Inc. | 3,926 | $52.7 萬 | 0.01% | −90−2.2% | 減碼 |
| Connable Office Inc | 4,111 | $55.1 萬 | 0.05% | −236−5.4% | 減碼 |
| Securian Asset Management, Inc | 3,951 | $55.3 萬 | 0.02% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 4,127 | $55.4 萬 | 0.00% | +564+15.8% | 加碼 |
| Acadian Asset Management LLC | 4,178 | $55.9 萬 | 0.00% | +4,178 | 新進 |
| Federated Hermes, Inc. | 4,194 | $56.3 萬 | 0.00% | −127−2.9% | 減碼 |
| Vident Advisory, LLC | 4,303 | $57.7 萬 | 0.00% | +49+1.2% | 加碼 |
| Glenmede Trust Co NA | 4,392 | $58.9 萬 | 0.00% | +2,318+111.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 4,431 | $59.4 萬 | 0.01% | +144+3.4% | 加碼 |
| Apriem Advisors | 4,481 | $60.1 萬 | 0.05% | 00.0% | 不變 |
| Intrust Bank NA | 4,562 | $61.2 萬 | 0.05% | −1,342−22.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 4,712 | $63.2 萬 | 0.00% | −119,739−96.2% | 減碼 |
| EntryPoint Capital, LLC | 4,797 | $64.3 萬 | 0.16% | +1,997+71.3% | 加碼 |
| Inspire Advisors, LLC | 5,019 | $67.3 萬 | 0.05% | +490+10.8% | 加碼 |
| MAI Capital Management | 5,057 | $67.8 萬 | 0.00% | +3,949+356.4% | 加碼 |
| Voya Investment Management LLC | 5,143 | $69.0 萬 | 0.00% | −55−1.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 5,166 | $69.3 萬 | 0.02% | +2,125+69.9% | 加碼 |
| Naples Global Advisors, LLC | 5,200 | $69.7 萬 | 0.04% | +750+16.9% | 加碼 |
| James Investment Research Inc | 5,248 | $70.4 萬 | 0.07% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 5,313 | $71.2 萬 | 0.01% | −102−1.9% | 減碼 |
| Union Bancaire Privee, UBP SA | 5,484 | $76.0 萬 | 0.01% | −290−5.0% | 減碼 |
| Fulton Bank, N.A. | 5,696 | $76.4 萬 | 0.02% | +271+5.0% | 加碼 |
| Park Avenue Securities LLC | 5,710 | $76.6 萬 | 0.00% | −1,367−19.3% | 減碼 |
| Mercer Global Advisors Inc | 5,870 | $78.7 萬 | 0.00% | +2,679+84.0% | 加碼 |
| Evergreen Capital Management LLC | 5,893 | $79.0 萬 | 0.01% | +4,173+242.6% | 加碼 |
| Pacer Advisors, Inc. | 6,069 | $81.4 萬 | 0.00% | −2,129−26.0% | 減碼 |
| Janney Montgomery Scott LLC | 6,141 | $82.4 萬 | 0.00% | +2,896+89.2% | 加碼 |
| Jacobs Levy Equity Management, Inc | 6,335 | $85.0 萬 | 0.00% | −25,286−80.0% | 減碼 |
| Bank of Nova Scotia | 6,433 | $86.3 萬 | 0.00% | +70+1.1% | 加碼 |
| Callan Family Office, LLC | 6,505 | $87.3 萬 | 0.02% | +904+16.1% | 加碼 |
| Xponance, Inc. | 6,541 | $87.7 萬 | 0.01% | −2,044−23.8% | 減碼 |
| PDT Partners, LLC | 6,630 | $88.9 萬 | 0.05% | +1,227+22.7% | 加碼 |
| New York Life Investment Management LLC | 6,768 | $90.8 萬 | 0.01% | +239+3.7% | 加碼 |
| Sendero Wealth Management, LLC | 6,779 | $90.9 萬 | 0.09% | +1,567+30.1% | 加碼 |
| Taylor Frigon Capital Management LLC | 6,822 | $91.5 萬 | 0.43% | +181+2.7% | 加碼 |
| Truist Financial Corp | 6,855 | $91.9 萬 | 0.00% | −130−1.9% | 減碼 |
| Diversified Trust Co | 6,983 | $93.7 萬 | 0.02% | −523−7.0% | 減碼 |
| Captrust Financial Advisors | 7,050 | $94.6 萬 | 0.00% | +2,090+42.1% | 加碼 |
| Brinker Capital Investments, LLC | 7,247 | $97.2 萬 | 0.01% | −475−6.2% | 減碼 |
| Fisher Asset Management, LLC | 7,344 | $98.5 萬 | 0.00% | −364−4.7% | 減碼 |
| QRG Capital Management, Inc. | 7,370 | $98.9 萬 | 0.01% | −74−1.0% | 減碼 |
| GWM Advisors LLC | 7,422 | $99.5 萬 | 0.00% | −229−3.0% | 減碼 |
| Rockefeller Capital Management L.P. | 7,507 | $100.7 萬 | 0.00% | −2,400−24.2% | 減碼 |
| Resources Management Corp | 7,704 | $103.3 萬 | 0.13% | +659+9.4% | 加碼 |
| GAMMA Investing LLC | 8,140 | $109.2 萬 | 0.04% | +1,581+24.1% | 加碼 |
| Cim, LLC | 8,186 | $109.8 萬 | 0.14% | +34+0.4% | 加碼 |
| Assetmark, Inc | 8,240 | $110.5 萬 | 0.00% | −481−5.5% | 減碼 |
| New Age Alpha Advisors, LLC | 8,460 | $113.5 萬 | 0.05% | −21,286−71.6% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,487 | $113.8 萬 | 0.00% | −3,913−31.6% | 減碼 |
| Atria Investments LLC | 8,597 | $115.3 萬 | 0.01% | −6,825−44.3% | 減碼 |
| Pictet Asset Management Holding SA | 8,606 | $115.4 萬 | 0.00% | 00.0% | 不變 |
| Spears Abacus Advisors LLC | 8,671 | $116.3 萬 | 0.02% | −423−4.7% | 減碼 |
| StonePine Asset Management Inc. | 8,794 | $118.0 萬 | 0.01% | −4,500−33.8% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 8,797 | $118.0 萬 | 0.00% | −2,423−21.6% | 減碼 |