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 |
|---|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | 1,122,126 | $118.7 萬 | 0.10% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 8,886 | $119.2 萬 | 0.04% | +6,722+310.6% | 加碼 |
| Appleton Partners Inc | 9,068 | $121.6 萬 | 0.07% | −491−5.1% | 減碼 |
| Henshaw Capital LLC | 9,387 | $125.9 萬 | 0.04% | +1,423+17.9% | 加碼 |
| Crawford Investment Counsel Inc | 9,596 | $128.7 萬 | 0.02% | +90+0.9% | 加碼 |
| Summit Trail Advisors, LLC | 9,739 | $130.6 萬 | 0.02% | +2,710+38.6% | 加碼 |
| Linden Thomas Advisory Services, LLC | 9,950 | $133.5 萬 | 0.11% | −321−3.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 10,051 | $134.8 萬 | 0.01% | −4,096−29.0% | 減碼 |
| Bokf, NA | 10,547 | $141.5 萬 | 0.02% | −316−2.9% | 減碼 |
| New Mexico Educational Retirement Board | 10,600 | $142.2 萬 | 0.04% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 11,199 | $150.2 萬 | 0.02% | +69+0.6% | 加碼 |
| Campbell & CO Investment Adviser LLC | 11,226 | $150.6 萬 | 0.08% | −28,425−71.7% | 減碼 |
| Ensign Peak Advisors, Inc | 11,657 | $156.4 萬 | 0.00% | −14,231−55.0% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 12,196 | $163.6 萬 | 0.02% | +20+0.2% | 加碼 |
| Alpine Woods Capital Investors, LLC | 12,258 | $164.4 萬 | 0.37% | +283+2.4% | 加碼 |
| King Luther Capital Management Corp | 12,333 | $165.4 萬 | 0.01% | +608+5.2% | 加碼 |
| Regions Financial Corp | 12,347 | $165.6 萬 | 0.01% | −4,082−24.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 12,531 | $168.1 萬 | 0.01% | +9,498+313.2% | 加碼 |
| Gsa Capital Partners LLP | 12,657 | $169.8 萬 | 0.11% | +12,657 | 新進 |
| State of Michigan Retirement System | 12,700 | $170.3 萬 | 0.01% | −400−3.1% | 減碼 |
| KLP Kapitalforvaltning AS | 12,700 | $170.3 萬 | 0.01% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,980 | $174.1 萬 | 0.01% | −639−4.7% | 減碼 |
| Allstate Corp | 13,424 | $180.1 萬 | 0.02% | −5,863−30.4% | 減碼 |
| Vanguard Investments Australia, Ltd. | 13,567 | $182.0 萬 | 0.00% | 00.0% | 不變 |
| Davenport & Co LLC | 13,598 | $182.4 萬 | 0.01% | −465−3.3% | 減碼 |
| JustInvest LLC | 13,696 | $183.7 萬 | 0.02% | −2,213−13.9% | 減碼 |
| Capital Fund Management S.A. | 13,781 | $184.8 萬 | 0.01% | +13,781 | 新進 |
| Highland Capital Management, LLC | 14,525 | $194.8 萬 | 0.09% | +6,167+73.8% | 加碼 |
| MML Investors Services, LLC | 14,628 | $196.2 萬 | 0.00% | +496+3.5% | 加碼 |
| Polar Asset Management Partners Inc. | 14,639 | $196.4 萬 | 0.04% | +14,639 | 新進 |
| Canada Pension Plan Investment Board | 14,700 | $197.2 萬 | 0.00% | 00.0% | 不變 |
| FORA Capital, LLC | 14,909 | $200.1 萬 | 0.14% | −10,012−40.2% | 減碼 |
| Arizona State Retirement System | 15,025 | $201.5 萬 | 0.01% | +41+0.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 15,289 | $205.1 萬 | 0.00% | −1,301−7.8% | 減碼 |
| Yousif Capital Management, LLC | 15,659 | $210.0 萬 | 0.02% | −942−5.7% | 減碼 |
| New York State Teachers Retirement System | 15,683 | $210.4 萬 | 0.00% | −4,782−23.4% | 減碼 |
| Louisiana State Employees Retirement System | 15,900 | $213.3 萬 | 0.03% | +100+0.6% | 加碼 |
| Bridgewater Associates, LP | 16,007 | $214.7 萬 | 0.01% | −4,542−22.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 16,120 | $216.2 萬 | 0.01% | 00.0% | 不變 |
| Weil Company, Inc. | 16,501 | $221.3 萬 | 0.39% | −4,239−20.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 16,620 | $222.9 萬 | 0.02% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 17,161 | $230.2 萬 | 0.06% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 17,214 | $230.9 萬 | 0.01% | −1,158−6.3% | 減碼 |
| US Bancorp | 17,434 | $233.8 萬 | 0.00% | −1,668−8.7% | 減碼 |
| FJ Capital Management LLC | 17,497 | $234.7 萬 | 0.30% | +17,497 | 新進 |
| Entropy Technologies, LP | 17,872 | $239.7 萬 | 0.10% | −9,459−34.6% | 減碼 |
| Voleon Capital Management LP | 17,925 | $240.4 萬 | 0.04% | −9,366−34.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 17,929 | $240.5 萬 | 0.00% | −900−4.8% | 減碼 |
| SG Americas Securities, LLC | 18,005 | $241.5 萬 | 0.00% | −4,441−19.8% | 減碼 |
| State of Tennessee, Treasury Department | 19,034 | $255.3 萬 | 0.01% | −342−1.8% | 減碼 |
| Oppenheimer Asset Management Inc. | 19,791 | $265.5 萬 | 0.03% | −6,798−25.6% | 減碼 |
| Engineers Gate Manager LP | 19,909 | $267.0 萬 | 0.03% | −16,336−45.1% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 20,120 | $270.4 萬 | 0.01% | −2,856−12.4% | 減碼 |
| Pathstone Holdings, LLC | 20,204 | $271.0 萬 | 0.01% | −205−1.0% | 減碼 |
| Baird Financial Group, Inc. | 20,327 | $272.6 萬 | 0.00% | +538+2.7% | 加碼 |
| Ambassador Advisors, LLC | 20,481 | $274.7 萬 | 0.34% | +1,112+5.7% | 加碼 |
| Atwood & Palmer Inc | 20,897 | $280.3 萬 | 0.15% | −51,373−71.1% | 減碼 |
| Vanguard Global Advisers, LLC | 20,972 | $281.3 萬 | 0.00% | −1,125−5.1% | 減碼 |
| Public Employees Retirement System of Ohio | 20,986 | $281.5 萬 | 0.01% | −31,706−60.2% | 減碼 |
| Axq Capital, LP | 21,246 | $285.0 萬 | 0.31% | +16,241+324.5% | 加碼 |
| Victory Capital Management Inc | 21,970 | $294.7 萬 | 0.00% | +6,218+39.5% | 加碼 |
| Cerity Partners LLC | 22,041 | $295.6 萬 | 0.00% | +3,830+21.0% | 加碼 |
| Cetera Investment Advisers | 22,072 | $296.0 萬 | 0.00% | −2,023−8.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,281 | $298.9 萬 | 0.01% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 22,727 | $304.8 萬 | 0.01% | +6,805+42.7% | 加碼 |
| Quantbot Technologies LP | 23,128 | $310.2 萬 | 0.12% | +13,313+135.6% | 加碼 |
| Treasurer of the State of North Carolina | 23,214 | $311.4 萬 | 0.01% | +60+0.3% | 加碼 |
| American Century Companies Inc | 23,380 | $313.6 萬 | 0.00% | +187+0.8% | 加碼 |
| Man Group plc | 23,907 | $320.7 萬 | 0.01% | +5,014+26.5% | 加碼 |
| Trexquant Investment LP | 24,512 | $328.8 萬 | 0.02% | −34,994−58.8% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 24,549 | $329.3 萬 | 0.02% | +1,547+6.7% | 加碼 |
| Amalgamated Bank | 24,787 | $332.5 萬 | 0.02% | −418−1.7% | 減碼 |
| Twinbeech Capital LP | 24,800 | $332.6 萬 | 0.60% | −2,900−10.5% | 減碼 |
| Harbor Advisors LLC | 25,000 | $335.3 萬 | 0.42% | 00.0% | 不變 |
| Toroso Investments, LLC | 25,108 | $336.8 萬 | 0.01% | −4,716−15.8% | 減碼 |
| Empowered Funds, LLC | 25,202 | $338.0 萬 | 0.02% | −2,631−9.5% | 減碼 |
| VELA Investment Management, LLC | 25,348 | $340.0 萬 | 0.84% | +9,734+62.3% | 加碼 |
| Bell Asset Management Ltd | 25,684 | $344.5 萬 | 0.92% | +422+1.7% | 加碼 |
| Deutsche Bank AG | 26,071 | $349.7 萬 | 0.00% | −7,947−23.4% | 減碼 |
| MetLife Investment Management | 26,110 | $350.2 萬 | 0.02% | −1,553−5.6% | 減碼 |
| Geneos Wealth Management Inc. | 27,923 | $374.5 萬 | 0.08% | −2,615−8.6% | 減碼 |
| Hilton Capital Management, LLC | 28,101 | $376.9 萬 | 0.26% | +1,415+5.3% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 28,870 | $387.2 萬 | 0.98% | +463+1.6% | 加碼 |
| Royce & Associates LP | 30,495 | $409.0 萬 | 0.03% | −6,184−16.9% | 減碼 |
| Jupiter Topco LLC | 30,584 | $410.4 萬 | 0.00% | +30,584 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 30,967 | $419.1 萬 | 0.01% | +4,645+17.6% | 加碼 |
| CI Private Wealth, LLC | 31,871 | $427.5 萬 | 0.01% | −1,733−5.2% | 減碼 |
| First Trust Advisors LP | 32,083 | $430.3 萬 | 0.00% | −520−1.6% | 減碼 |
| Intech Investment Management LLC | 33,386 | $447.8 萬 | 0.04% | −13,465−28.7% | 減碼 |
| Pier Capital, LLC | 34,014 | $456.2 萬 | 0.60% | −22,131−39.4% | 減碼 |
| Fifth Third Bancorp | 34,200 | $458.7 萬 | 0.01% | −2,232−6.1% | 減碼 |
| Commerce Bank | 35,858 | $481.0 萬 | 0.02% | −1,969−5.2% | 減碼 |
| Amundi | 37,118 | $497.9 萬 | 0.00% | −76,347−67.3% | 減碼 |
| Great West Life Assurance Co | 37,796 | $507.1 萬 | 0.01% | −766−2.0% | 減碼 |
| STRS Ohio | 38,449 | $515.7 萬 | 0.02% | −4,545−10.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 38,584 | $517.5 萬 | 0.00% | +444+1.2% | 加碼 |
| Prudential Financial Inc | 39,151 | $525.1 萬 | 0.01% | −29,676−43.1% | 減碼 |
| Brevan Howard Capital Management LP | 39,300 | $527.1 萬 | 0.07% | +31,128+380.9% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 39,863 | $534.7 萬 | 1.24% | +427+1.1% | 加碼 |
| Whittier Trust Co of Nevada Inc | 38,849 | $540.5 萬 | 0.10% | −776−2.0% | 減碼 |