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 |
|---|---|---|---|---|---|
| Sound Capital Solutions LLC | 3,142 | $42.1 萬 | 0.10% | +3,142 | 新進 |
| Aviva PLC | 3,134 | $42.0 萬 | 0.00% | +207+7.1% | 加碼 |
| Susquehanna International Group, LLP | 3,091 | $41.5 萬 | 0.00% | −428−12.2% | 減碼 |
| Integrated Investment Consultants, LLC | 3,088 | $41.4 萬 | 0.08% | −13−0.4% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 3,083 | $41.4 萬 | 0.00% | −123−3.8% | 減碼 |
| Hantz Financial Services, Inc. | 3,001 | $40.3 萬 | 0.01% | −21,806−87.9% | 減碼 |
| Rehmann Capital Advisory Group | 2,922 | $39.2 萬 | 0.02% | +370+14.5% | 加碼 |
| Mission Wealth Management, LP | 2,876 | $38.6 萬 | 0.00% | +2,876 | 新進 |
| Dynasty Wealth Management, LLC | 2,861 | $38.4 萬 | 0.00% | −170−5.6% | 減碼 |
| Utah Retirement Systems | 2,859 | $38.3 萬 | 0.00% | 00.0% | 不變 |
| Fiduciary Trust Co | 2,772 | $37.2 萬 | 0.00% | +7+0.3% | 加碼 |
| Merit Financial Group, LLC | 2,772 | $37.2 萬 | 0.00% | +2,772 | 新進 |
| First Bank & Trust | 2,717 | $36.4 萬 | 0.05% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 2,697 | $36.2 萬 | 0.01% | 00.0% | 不變 |
| iA Global Asset Management Inc. | 2,687 | $36.0 萬 | 0.00% | +2,687 | 新進 |
| Oak Thistle LLC | 2,675 | $35.9 萬 | 0.03% | −11,279−80.8% | 減碼 |
| Nykredit A/S | 2,591 | $34.8 萬 | 0.00% | +2,591 | 新進 |
| Snowden Capital Advisors LLC | 2,576 | $34.6 萬 | 0.01% | −292−10.2% | 減碼 |
| Vestcor Inc | 2,574 | $34.5 萬 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,565 | $34.4 萬 | 0.01% | −257−9.1% | 減碼 |
| DnB Asset Management AS | 2,562 | $34.4 萬 | 0.00% | 00.0% | 不變 |
| Baker Ellis Asset Management LLC | 2,500 | $33.5 萬 | 0.03% | 00.0% | 不變 |
| Sowell Financial Services LLC | 2,482 | $33.3 萬 | 0.01% | −3,288−57.0% | 減碼 |
| CAPROCK Group, Inc. | 2,461 | $33.0 萬 | 0.01% | −1,061−30.1% | 減碼 |
| Wealth Alliance | 2,458 | $33.0 萬 | 0.03% | −144−5.5% | 減碼 |
| Beacon Pointe Advisors, LLC | 2,443 | $32.8 萬 | 0.00% | −1,153−32.1% | 減碼 |
| Wealthcare Capital Partners, LLC | 2,399 | $32.2 萬 | 0.13% | +65+2.8% | 加碼 |
| Fieldview Capital Management, LLC | 2,376 | $31.9 萬 | 0.09% | +2,376 | 新進 |
| Concurrent Investment Advisors, LLC | 2,360 | $31.7 萬 | 0.00% | +80+3.5% | 加碼 |
| SummitTX Capital, L.P. | 2,328 | $31.2 萬 | 0.01% | −11,262−82.9% | 減碼 |
| Riverwater Partners LLC | 2,287 | $30.7 萬 | 0.09% | +535+30.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 2,276 | $30.5 萬 | 0.00% | +81+3.7% | 加碼 |
| Hamilton Capital Partners Inc. | 2,250 | $30.2 萬 | 0.01% | +520+30.1% | 加碼 |
| Portside Wealth Group, LLC | 2,216 | $29.7 萬 | 0.03% | −1,783−44.6% | 減碼 |
| Argos Wealth Advisors, LLC | 2,213 | $29.7 萬 | 0.08% | +283+14.7% | 加碼 |
| Accredited Investors Inc. | 2,196 | $29.5 萬 | 0.01% | 00.0% | 不變 |
| Advisory Services Network, LLC | 2,181 | $29.3 萬 | 0.00% | −247−10.2% | 減碼 |
| Trajan Wealth LLC | 2,156 | $28.9 萬 | 0.01% | −118−5.2% | 減碼 |
| ProShare Advisors LLC | 2,139 | $28.7 萬 | 0.00% | −41−1.9% | 減碼 |
| OneAscent Investment Solutions LLC | 2,128 | $28.5 萬 | 0.27% | −678−24.2% | 減碼 |
| Advisor Group Holdings, Inc. | 2,095 | $28.1 萬 | 0.00% | −24,456−92.1% | 減碼 |
| Commonwealth Equity Services, LLC | 2,093 | $28.1 萬 | 0.00% | +186+9.8% | 加碼 |
| Mirabella Financial Services LLP | 2,055 | $27.6 萬 | 0.03% | +137+7.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,989 | $27.4 萬 | 0.00% | +145+7.9% | 加碼 |
| Mount Yale Investment Advisors, LLC | 2,038 | $27.3 萬 | 0.01% | −1,011−33.2% | 減碼 |
| Jefferies Financial Group Inc. | 2,023 | $27.1 萬 | 0.00% | −3,377−62.5% | 減碼 |
| Norden Group LLC | 2,000 | $26.8 萬 | 0.02% | −2,878−59.0% | 減碼 |
| Fifth Third Wealth Advisors LLC | 1,992 | $26.7 萬 | 0.01% | −138−6.5% | 減碼 |
| Benjamin Edwards Inc | 1,986 | $26.6 萬 | 0.00% | +79+4.1% | 加碼 |
| Index Technologies Group LLC | 1,944 | $26.1 萬 | 0.21% | −86−4.2% | 減碼 |
| Vista Finance, LLC | 1,931 | $25.9 萬 | 0.14% | −96−4.7% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 1,919 | $25.7 萬 | 0.00% | +1,919 | 新進 |
| Diversify Wealth Management, LLC | 1,784 | $25.2 萬 | 0.00% | −63−3.4% | 減碼 |
| Diversify Advisory Services, LLC | 1,784 | $25.2 萬 | 0.00% | +1,784 | 新進 |
| Sun Group Wealth Partners | 1,869 | $25.1 萬 | 0.17% | 00.0% | 不變 |
| Nicolet Bankshares Inc | 1,754 | $25.0 萬 | 0.01% | +1,754 | 新進 |
| NewEdge Wealth, LLC | 1,845 | $24.8 萬 | 0.00% | +161+9.6% | 加碼 |
| Infrastructure Capital Advisors, LLC | 1,844 | $24.7 萬 | 0.02% | +34+1.9% | 加碼 |
| Cresset Asset Management, LLC | 1,833 | $24.6 萬 | 0.00% | −243−11.7% | 減碼 |
| Shelton Capital Management | 1,813 | $24.3 萬 | 0.00% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 1,783 | $23.9 萬 | 0.00% | +197+12.4% | 加碼 |
| HB Wealth Management, LLC | 1,773 | $23.8 萬 | 0.00% | +143+8.8% | 加碼 |
| Nisa Investment Advisors, LLC | 1,749 | $23.5 萬 | 0.00% | +221+14.5% | 加碼 |
| Quadrant Capital Group LLC | 1,741 | $23.4 萬 | 0.01% | −28−1.6% | 減碼 |
| Kestra Private Wealth Services, LLC | 1,714 | $23.0 萬 | 0.00% | −52−2.9% | 減碼 |
| Brighton Jones LLC | 1,706 | $22.9 萬 | 0.00% | +1,706 | 新進 |
| SFMG, LLC | 1,695 | $22.7 萬 | 0.01% | −21−1.2% | 減碼 |
| RSM US Wealth Management LLC | 1,685 | $22.6 萬 | 0.00% | +1,685 | 新進 |
| Cassaday & Co Wealth Management LLC | 1,678 | $22.5 萬 | 0.00% | −67−3.8% | 減碼 |
| CIBC Asset Management Inc | 1,644 | $22.1 萬 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 1,640 | $22.0 萬 | 0.00% | +370+29.1% | 加碼 |
| Serenus Wealth Advisors, LLC | 1,610 | $21.6 萬 | 0.04% | 00.0% | 不變 |
| North Dakota State Investment Board | 1,608 | $21.6 萬 | 0.01% | +27+1.7% | 加碼 |
| AlTi Global, Inc. | 1,602 | $21.5 萬 | 0.00% | −18−1.1% | 減碼 |
| KBC Group NV | 1,557 | $20.9 萬 | 0.00% | 00.0% | 不變 |
| Horizon Investments, LLC | 1,547 | $20.7 萬 | 0.00% | +227+17.2% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 1,540 | $20.7 萬 | 0.01% | +1,540 | 新進 |
| Nilsine Partners, LLC | 1,531 | $20.5 萬 | 0.01% | 00.0% | 不變 |
| Machina Capital S.A.S. | 1,529 | $20.5 萬 | 0.03% | +1,529 | 新進 |
| Los Angeles Capital Management LLC | 1,398 | $18.8 萬 | 0.00% | +199+16.6% | 加碼 |
| Global Retirement Partners, LLC | 1,366 | $18.3 萬 | 0.00% | +1,366 | 新進 |
| Huntington National Bank | 1,262 | $16.9 萬 | 0.00% | +22+1.8% | 加碼 |
| Smartleaf Asset Management LLC | 1,089 | $14.5 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 1,025 | $13.7 萬 | 0.00% | −946−48.0% | 減碼 |
| IFP Advisors, Inc | 1,023 | $13.7 萬 | 0.00% | −264−20.5% | 減碼 |
| Parallel Advisors, LLC | 1,006 | $13.5 萬 | 0.00% | +128+14.6% | 加碼 |
| Signaturefd, LLC | 938 | $12.6 萬 | 0.00% | +191+25.6% | 加碼 |
| Allworth Financial LP | 931 | $12.5 萬 | 0.00% | +26+2.9% | 加碼 |
| Graticule Asia Macro Advisors LLC | 902 | $12.1 萬 | 0.01% | +902 | 新進 |
| Brown Brothers Harriman & Co | 885 | $11.9 萬 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 873 | $11.7 萬 | 0.01% | −1,897−68.5% | 減碼 |
| AdvisorNet Financial, Inc | 849 | $11.4 萬 | 0.01% | 00.0% | 不變 |
| Sankala Group LLC | 796 | $10.2 萬 | 0.07% | −194−19.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 741 | $9.94 萬 | 0.00% | −298−28.7% | 減碼 |
| Covestor Ltd | 706 | $9.50 萬 | 0.05% | −11−1.5% | 減碼 |
| Mather Group, LLC. | 584 | $7.83 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 510 | $6.84 萬 | 0.01% | +243+91.0% | 加碼 |
| Anchor Investment Management, LLC | 502 | $6.73 萬 | 0.01% | +52+11.6% | 加碼 |
| Eurizon Capital SGR S.p.A. | 455 | $6.05 萬 | 0.00% | +57+14.3% | 加碼 |
| Essential Partners LLC | 425 | $5.70 萬 | 0.03% | +415+4,150.0% | 加碼 |