HLI
Houlihan Lokey, Inc. · Financial Services · Investment - Banking & Investment Services
Señales de momentum (gestores comparables):
amplitud de titulares +1.6% ·
flujo de acciones -1.6% ·
nuevas posiciones netas +2.3%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 122 | -6 | 40.18M | $5.39B | +3 | −8 |
| Q1 2026 | 130 | +1 | 37.89M | $5.44B | +9 | −9 |
| Q4 2025 | 129 | +2 | 40.17M | $7.00B | +4 | −1 |
| Q3 2025 | 16 | -2 | 18.93M | $3.89B | — | −3 |
| Q2 2025 | 16 | +1 | 18.23M | $3.28B | +2 | −1 |
| Q1 2025 | 12 | 0 | 5.39M | $870.85M | +1 | −1 |
| Q4 2024 | 12 | -1 | 5.30M | $920.77M | +1 | −2 |
| Q3 2024 | 12 | +2 | 4.02M | $635.52M | +2 | — |
| Q2 2024 | 10 | — | 4.21M | $567.45M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 5.26M | -0.9% | $915.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (pasivo) | 5.24M | -4.9% | $912.99M | 0.0% | ▼ Trim | 3 | SEC ↗ ×18 |
| 3 | Kayne Anderson Rudnick Investment… | 2.77M | — | $483.00M | 1.3% | n/c | 1 | SEC ↗ ×3 |
| 4 | Royal Bank Of Canada | 1.70M | — | $296.71M | 0.1% | n/c | 1 | SEC ↗ ×16 |
| 5 | State Street Global Advisors ✦ (pasivo) | 1.70M | -0.7% | $296.70M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 1.42M | +6.3% | $247.13M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 7 | Wellington Management ✦ | 1.28M | -6.5% | $223.63M | 0.0% | ▼ Trim | 7 | SEC ↗ ×7 |
| 8 | Bank Of Montreal /Can/ | 1.20M | — | $208.93M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 9 | Fidelity (FMR) ✦ | 1.13M | -21.6% | $196.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 10 | Bamco Inc /Ny/ | 1.12M | — | $195.78M | 0.5% | n/c | 1 | SEC ↗ |
| 11 | Capital Research Global Investors | 962.26K | — | $167.62M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 953.84K | — | $166.15M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 13 | Raymond James Financial Inc | 796.36K | — | $139.78M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 14 | Invesco Ltd. | 760.96K | — | $132.55M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 15 | Sei Investments Co | 688.91K | — | $120.00M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 16 | Norges Bank ✦ (pasivo) | 662.94K | Nuevo | $115.48M | 0.0% | New | 1 | SEC ↗ |
| 17 | Neuberger Berman Group LLC | 628.78K | — | $109.53M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Jennison Associates Llc | 587.77K | — | $102.38M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 19 | Clearbridge Investments, LLC | 568.88K | — | $99.09M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 550.31K | -1.6% | $95.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 21 | Goldman Sachs Group ✦ | 544.86K | +20.4% | $94.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 22 | Dimensional Fund Advisors Lp | 535.34K | — | $93.25M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 23 | Northern Trust Corp | 509.67K | — | $88.78M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 24 | Bank of New York Mellon Corp | 424.25K | — | $73.90M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 25 | Charles Schwab Investment… | 422.34K | — | $73.57M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | First Trust Advisors Lp | 408.04K | — | $71.08M | 0.1% | n/c | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 393.90K | — | $68.61M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 28 | Nomura Asset Management… | 386.91K | — | $67.40M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 379.48K | +62.1% | $66.10M | 0.0% | ▲ Add | 7 | SEC ↗ ×7 |
| 30 | Alliancebernstein L.P. | 352.14K | — | $61.34M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 343.41K | — | $59.82M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Capital International Investors | 313.23K | — | $54.56M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Franklin Resources Inc | 239.67K | — | $41.75M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 34 | UBS Group AG | 237.23K | — | $41.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Caisse De Depot Et Placement Du… | 234.05K | — | $40.77M | 0.1% | n/c | 1 | SEC ↗ |
| 36 | HighTower Advisors, LLC | 222.86K | — | $38.82M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 201.86K | — | $35.16M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 38 | Qube Research & Technologies Ltd | 174.02K | — | $30.31M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Janus Henderson Group Plc | 162.17K | — | $28.25M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | T. Rowe Price ✦ | 160.82K | -51.2% | $28.02M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 41 | JPMorgan Chase ✦ | 158.53K | -54.6% | $27.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 42 | Rhumbline Advisers | 157.34K | — | $27.41M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | UBS AM, a distinct business unit of… | 153.66K | — | $26.77M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 44 | D. E. Shaw & Co. ✦ | 148.24K | +4691.2% | $25.82M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 45 | Brown Advisory Inc | 140.94K | — | $24.55M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 46 | Tudor Investment Corp Et Al | 126.98K | — | $22.12M | 0.1% | n/c | 1 | SEC ↗ |
| 47 | Barclays Plc | 122.90K | — | $21.41M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 48 | Nuveen, LLC | 118.82K | — | $20.70M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | Principal Financial Group Inc | 117.10K | — | $20.40M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 50 | LPL Financial LLC | 115.45K | — | $20.11M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Point72 Asset Management ✦ | 115.24K | Nuevo | $20.07M | 0.0% | New | 1 | SEC ↗ |
| 52 | Millennium Management ✦ | 108.93K | +16.5% | $18.97M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | Swiss National Bank | 107.24K | — | $18.68M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | California Public Employees… | 103.94K | — | $18.11M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Grantham, Mayo, Van Otterloo & Co.… | 99.58K | — | $17.35M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | New York State Common Retirement… | 95.22K | — | $16.59M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Citigroup Inc | 88.08K | — | $15.34M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 58 | Legal & General Group Plc | 86.21K | — | $15.02M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 59 | BNP Paribas Asset Management… | 78.84K | — | $13.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 60 | Russell Investments Group, Ltd. | 74.63K | — | $13.00M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 61 | Stifel Financial Corp | 73.03K | — | $12.72M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 62 | Citadel Advisors ✦ | 67.08K | -7.2% | $11.69M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 63 | Jane Street Group, Llc | 57.52K | — | $10.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 64 | Nordea Investment Management Ab | 53.13K | — | $9.28M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 65 | Hsbc Holdings Plc | 51.35K | — | $8.96M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 66 | California State Teachers… | 51.38K | — | $8.95M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Boston Partners | 43.93K | — | $7.65M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 68 | Man Group plc | 41.31K | — | $7.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 69 | Manufacturers Life Insurance… | 39.07K | — | $6.81M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Prudential Financial Inc | 36.69K | — | $6.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 71 | Deutsche Bank Ag\ | 36.03K | — | $6.28M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 72 | Osaic Holdings, Inc. | 33.03K | — | $5.75M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 73 | Wealth Enhancement Advisory… | 28.88K | — | $5.34M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Cetera Investment Advisers | 28.73K | — | $5.00M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Tidal Investments LLC | 26.95K | — | $4.69M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Amundi | 26.84K | — | $4.67M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Baird Financial Group, Inc. | 25.11K | — | $4.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 78 | Victory Capital Management Inc | 24.97K | — | $4.35M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Corient Private Wealth LP | 24.85K | — | $4.33M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 80 | Creative Planning | 24.15K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | American Century Companies Inc | 21.32K | — | $3.71M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Mml Investors Services, Llc | 20.60K | — | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Ensign Peak Advisors, Inc | 20.14K | — | $3.51M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Us Bancorp \De\ | 19.97K | — | $3.48M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 85 | Daiwa Securities Group Inc. | 19.51K | — | $3.40M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Cerity Partners LLC | 18.90K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 87 | State Board Of Administration Of… | 18.83K | — | $3.28M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Zurcher Kantonalbank (Zurich… | 18.66K | — | $3.25M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Quantinno Capital Management LP | 17.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Pnc Financial Services Group, Inc. | 16.67K | — | $2.90M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 91 | Fifth Third Bancorp | 16.07K | — | $2.80M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Canada Pension Plan Investment Board | 14.70K | — | $2.56M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Bnp Paribas Financial Markets | 14.01K | — | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Mariner, LLC | 13.95K | — | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Bank Julius Baer & Co. Ltd, Zurich | 12.94K | — | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Susquehanna International Group, Llp | 12.22K | — | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Universal- Beteiligungs- und… | 11.49K | — | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Rockefeller Capital Management L.P. | 10.66K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 99 | State Of Wisconsin Investment Board | 10.43K | — | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Cwm, Llc | 10.27K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Norges Bank | $115.48M | 0.0% |
| Point72 Asset Management | $20.07M | 0.0% |
Posición cerrada
| Two Sigma Investments | $1.12M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 538 tenedores, 54.50M acciones, $7.34B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 1.00K acc. · $140,150
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología