Registro do valor mobiliário · trimestre arquivado
HLI
Houlihan Lokey, Inc. · Financial Services · Investment - Banking & Investment Services
130Detentores rastreados
+1Δ titulares
37.89MAções mantidas
$5.44BValor reportado
+9Novas posições
−9Saídas
Dados de momentum (gestores comparáveis):
amplitude de detentores +0.8% ·
fluxo de ações +2.6% ·
novas posições líquidas 0.0%
— fórmula
Acumulação ampla — aumento de ações entre um número maior de detentores
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q1 2026
Participação ao longo do tempo
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| 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 | — | — |
Quem detém · Q1 2026
| # | Gestor | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passivo) | 5.28M | +0.8% | $758.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | BlackRock ✦ (passivo) | 5.28M | +0.8% | $758.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passivo) | 5.28M | +0.8% | $758.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passivo) | 5.28M | +0.8% | $758.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passivo) | 5.28M | +0.8% | $758.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passivo) | 5.28M | +0.8% | $758.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passivo) | 5.28M | +0.8% | $758.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passivo) | 5.28M | +0.8% | $758.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passivo) | 5.28M | +0.8% | $758.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passivo) | 5.28M | +0.8% | $758.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passivo) | 5.28M | +0.8% | $758.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passivo) | 5.28M | +0.8% | $758.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passivo) | 5.28M | +0.8% | $758.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passivo) | 5.28M | +0.8% | $758.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passivo) | 5.28M | +0.8% | $758.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | BlackRock ✦ (passivo) | 5.28M | +0.8% | $758.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | BlackRock ✦ (passivo) | 5.28M | +0.8% | $758.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Kayne Anderson Rudnick Investment… | 2.64M | -4.7% | $379.47M | 1.1% | ▼ Trim | 2 | SEC ↗ |
| 19 | Kayne Anderson Rudnick Investment… | 2.64M | -4.7% | $379.47M | 1.1% | ▼ Trim | 2 | SEC ↗ |
| 20 | Kayne Anderson Rudnick Investment… | 2.64M | -4.7% | $379.47M | 1.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Vanguard Capital Management Llc | 2.42M | — | $347.46M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 1.75M | +2.8% | $251.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 1.75M | +2.8% | $251.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 1.75M | +2.8% | $251.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 1.75M | +2.8% | $251.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 1.75M | +2.8% | $251.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 1.75M | +2.8% | $251.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 1.75M | +2.8% | $251.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Royal Bank Of Canada | 1.75M | +2.8% | $251.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Royal Bank Of Canada | 1.75M | +2.8% | $251.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Royal Bank Of Canada | 1.75M | +2.8% | $251.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Royal Bank Of Canada | 1.75M | +2.8% | $251.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Royal Bank Of Canada | 1.75M | +2.8% | $251.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Royal Bank Of Canada | 1.75M | +2.8% | $251.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Royal Bank Of Canada | 1.75M | +2.8% | $251.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | State Street Global Advisors ✦ (passivo) | 1.69M | -0.6% | $243.25M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 1.59M | +189.3% | $228.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 1.59M | +189.3% | $228.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 1.59M | +189.3% | $228.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 1.59M | +189.3% | $228.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 1.59M | +189.3% | $228.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 1.59M | +189.3% | $228.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 1.59M | +189.3% | $228.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 1.59M | +189.3% | $228.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 1.59M | +189.3% | $228.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 1.59M | +189.3% | $228.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 1.59M | +189.3% | $228.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 1.59M | +189.3% | $228.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 1.59M | +189.3% | $228.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 1.59M | +189.3% | $228.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Wellington Management ✦ | 1.36M | +6.0% | $195.53M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 52 | Wellington Management ✦ | 1.36M | +6.0% | $195.53M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 53 | Wellington Management ✦ | 1.36M | +6.0% | $195.53M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 54 | Wellington Management ✦ | 1.36M | +6.0% | $195.53M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 55 | Wellington Management ✦ | 1.36M | +6.0% | $195.53M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 56 | Wellington Management ✦ | 1.36M | +6.0% | $195.53M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 57 | Geode Capital Management ✦ (passivo) | 1.35M | -4.8% | $194.10M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 58 | Geode Capital Management ✦ (passivo) | 1.35M | -4.8% | $194.10M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 59 | Capital Research Global Investors | 1.31M | +36.6% | $188.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Bank Of Montreal /Can/ | 1.15M | -4.2% | $165.11M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 61 | Bank Of Montreal /Can/ | 1.15M | -4.2% | $165.11M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 62 | Bank Of Montreal /Can/ | 1.15M | -4.2% | $165.11M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 63 | Bank Of Montreal /Can/ | 1.15M | -4.2% | $165.11M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 64 | Bank Of Montreal /Can/ | 1.15M | -4.2% | $165.11M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 65 | Bank Of Montreal /Can/ | 1.15M | -4.2% | $165.11M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 66 | Bank Of Montreal /Can/ | 1.15M | -4.2% | $165.11M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 67 | Bamco Inc /Ny/ | 1.06M | -5.6% | $152.44M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 68 | Bank Of America Corp /De/ | 950.87K | -0.3% | $136.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Bank Of America Corp /De/ | 950.87K | -0.3% | $136.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Bank Of America Corp /De/ | 950.87K | -0.3% | $136.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Bank Of America Corp /De/ | 950.87K | -0.3% | $136.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Bank Of America Corp /De/ | 950.87K | -0.3% | $136.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Fidelity (FMR) ✦ | 856.02K | -23.9% | $122.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 74 | Fidelity (FMR) ✦ | 856.02K | -23.9% | $122.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 75 | Fidelity (FMR) ✦ | 856.02K | -23.9% | $122.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 76 | Fidelity (FMR) ✦ | 856.02K | -23.9% | $122.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 77 | Fidelity (FMR) ✦ | 856.02K | -23.9% | $122.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 78 | Fidelity (FMR) ✦ | 856.02K | -23.9% | $122.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 79 | Raymond James Financial Inc | 701.59K | -11.9% | $99.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Raymond James Financial Inc | 701.59K | -11.9% | $99.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Raymond James Financial Inc | 701.59K | -11.9% | $99.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Sei Investments Co | 689.53K | +0.1% | $99.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 83 | Sei Investments Co | 689.53K | +0.1% | $99.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 84 | Clearbridge Investments, LLC | 625.23K | +9.9% | $89.80M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 85 | Goldman Sachs Group ✦ | 623.72K | +14.5% | $89.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Goldman Sachs Group ✦ | 623.72K | +14.5% | $89.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Goldman Sachs Group ✦ | 623.72K | +14.5% | $89.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Dimensional Fund Advisors Lp | 616.52K | +15.2% | $88.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Dimensional Fund Advisors Lp | 616.52K | +15.2% | $88.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Dimensional Fund Advisors Lp | 616.52K | +15.2% | $88.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Dimensional Fund Advisors Lp | 616.52K | +15.2% | $88.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Dimensional Fund Advisors Lp | 616.52K | +15.2% | $88.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Neuberger Berman Group LLC | 610.94K | -2.8% | $87.74M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 94 | Northern Trust Corp | 526.68K | +3.3% | $75.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Northern Trust Corp | 526.68K | +3.3% | $75.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Northern Trust Corp | 526.68K | +3.3% | $75.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Northern Trust Corp | 526.68K | +3.3% | $75.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Northern Trust Corp | 526.68K | +3.3% | $75.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Citadel Advisors ✦ | 488.15K | +627.7% | $70.11M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 100 | Citadel Advisors ✦ | 488.15K | +627.7% | $70.11M | 0.1% | ▲ Add | 8 | SEC ↗ |
"Peso do gestor" = a participação da posição no valor total de ações 13F reportado pelo gestor — a medida de convicção. ✦ = gestor curado.
Novos compradores
| Nenhum novo comprador rastreado neste trimestre. |
Encerrado
| Norges Bank | $115.48M | era 0.0% |
| Daiwa Securities Group Inc. | $3.40M | era 0.0% |
| Renaissance Technologies | $1.24M | era 0.0% |
| Marshall Wace | $736,649 | era 0.0% |
| Lido Advisors, LLC | $243,681 | era 0.0% |
| National Bank Of Canada /Fi/ | $224,923 | era 0.0% |
| Blair William & Co/Il | $219,480 | era 0.0% |
| Danske Bank A/S | $17,419 | era 0.0% |
| Optiver Holding B.V. | $2,961 | era 0.0% |
Contexto de mercado completo: entre TODOS os filers 13F (dados estruturados da SEC, Q1 2026): 538 detentores, 54.50M ações, $7.34B reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.
Frequentemente detidos em conjunto
O que os detentores rastreados deste título mais frequentemente também detêm — contagens de participação compartilhada, não relações fundamentais.
Proveniência: Participação a partir de posições em ações ordinárias de 13F analisadas (universo rastreado, conjuntos comparáveis para variações); linhas de insiders dos Formulários 3/4/5; participações dos Schedules 13D/13G; cada filing está vinculado ao original no SEC EDGAR.
Período de referência: Q1 2026 ·
Metodologia ·
Obtenha isto via API