Ficha del valor · trimestre archivado
HLI
Houlihan Lokey, Inc. · Financial Services · Investment - Banking & Investment Services
130Tenedores rastreados
+1Δ titulares
37.89MAcciones mantenidas
$5.44BValor declarado
+9Nuevas posiciones
−9Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +0.8% ·
flujo de acciones +2.6% ·
nuevas posiciones netas 0.0%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | -1 | 46.99K | $5.91M | n/a | −1 |
| 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 | n/a | −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 | n/a |
| Q2 2024 | 10 | n/a | 4.21M | $567.45M | n/a | n/a |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 5.28M | +0.8% | $758.43M | 0.0% | ▲ Add | 4 | SEC ↗ ×17 |
| 2 | Kayne Anderson Rudnick Investment… | 2.64M | -4.7% | $379.47M | 1.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Vanguard Capital Management Llc | 2.42M | n/a | $347.46M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 1.75M | +2.8% | $251.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×14 |
| 5 | State Street Global Advisors ✦ (pasivo) | 1.69M | -0.6% | $243.25M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.59M | +189.3% | $228.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×14 |
| 7 | Wellington Management ✦ | 1.36M | +6.0% | $195.53M | 0.0% | ▲ Add | 8 | SEC ↗ ×6 |
| 8 | Geode Capital Management ✦ (pasivo) | 1.35M | -4.8% | $194.10M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 9 | Capital Research Global Investors | 1.31M | +36.6% | $188.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of Montreal /Can/ | 1.15M | -4.2% | $165.11M | 0.1% | ▼ Trim | 2 | SEC ↗ ×7 |
| 11 | Bamco Inc /Ny/ | 1.06M | -5.6% | $152.44M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 950.87K | -0.3% | $136.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 13 | Fidelity (FMR) ✦ | 856.02K | -23.9% | $122.94M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 14 | Raymond James Financial Inc | 701.59K | -11.9% | $99.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Sei Investments Co | 689.53K | +0.1% | $99.03M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Clearbridge Investments, LLC | 625.23K | +9.9% | $89.80M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 623.72K | +14.5% | $89.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 18 | Dimensional Fund Advisors Lp | 616.52K | +15.2% | $88.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 19 | Neuberger Berman Group LLC | 610.94K | -2.8% | $87.74M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 20 | Northern Trust Corp | 526.68K | +3.3% | $75.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 21 | Citadel Advisors ✦ | 488.15K | +627.7% | $70.11M | 0.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 22 | Invesco Ltd. | 474.77K | -37.6% | $68.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 23 | Jennison Associates Llc | 468.56K | -20.3% | $67.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Charles Schwab Investment… | 452.61K | +7.2% | $65.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 420.65K | -0.8% | $60.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×13 |
| 26 | AQR Capital Management ✦ | 399.34K | +5.2% | $57.33M | 0.0% | ▲ Add | 8 | SEC ↗ ×4 |
| 27 | Nomura Asset Management… | 379.18K | -2.0% | $54.46M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 28 | UBS Group AG | 359.11K | +51.4% | $51.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | Wells Fargo & Company/Mn | 346.37K | -12.1% | $49.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 30 | Envestnet Asset Management Inc | 329.44K | -4.1% | $47.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 297.48K | +4700.4% | $41.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Caisse De Depot Et Placement Du… | 272.06K | +16.2% | $39.07M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 33 | Qube Research & Technologies Ltd | 255.16K | +46.6% | $36.65M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 34 | Schroder Investment Management Group | 258.23K | n/a | $36.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Tudor Investment Corp Et Al | 232.72K | +83.3% | $33.42M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 36 | Franklin Resources Inc | 194.97K | -18.6% | $28.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 37 | HighTower Advisors, LLC | 193.01K | -13.4% | $27.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 174.86K | +13.8% | $25.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 39 | Bnp Paribas Financial Markets | 156.92K | +1020.1% | $22.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Rhumbline Advisers | 156.85K | -0.3% | $22.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 158.46K | 0.0% | $22.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 42 | Millennium Management ✦ | 151.95K | +39.5% | $21.82M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | D. E. Shaw & Co. ✦ | 138.52K | -6.6% | $19.89M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 44 | Grantham, Mayo, Van Otterloo & Co.… | 137.24K | +37.8% | $19.71M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 45 | Brown Advisory Inc | 122.16K | -13.3% | $17.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 46 | Principal Financial Group Inc | 121.73K | +4.0% | $17.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 47 | Assenagon Asset Management S.A. | 117.61K | Nuevo | $16.89M | 0.0% | New | 1 | SEC ↗ |
| 48 | Nuveen, LLC | 117.20K | -1.4% | $16.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 49 | Balyasny Asset Management L.P. | 116.33K | Nuevo | $16.71M | 0.0% | New | 1 | SEC ↗ ×2 |
| 50 | Amundi | 113.47K | +322.8% | $16.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Capital International Investors | 112.96K | -63.9% | $16.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Swiss National Bank | 107.84K | +0.6% | $15.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | California Public Employees… | 107.37K | +3.3% | $15.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Two Sigma Investments ✦ | 106.28K | Nuevo | $15.26M | 0.0% | New | 1 | SEC ↗ |
| 55 | Ameriprise Financial Inc | 105.18K | -47.9% | $15.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 56 | Barclays Plc | 99.92K | -18.7% | $14.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 57 | New York State Common Retirement… | 90.62K | -4.8% | $13.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | BNP Paribas Asset Management… | 89.10K | +13.0% | $12.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 59 | Alliancebernstein L.P. | 69.83K | -80.2% | $12.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Citigroup Inc | 84.32K | -4.3% | $12.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 61 | LPL Financial LLC | 81.03K | -29.8% | $11.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Legal & General Group Plc | 76.17K | -11.6% | $10.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 63 | Prudential Financial Inc | 68.83K | +87.6% | $9.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 64 | California State Teachers… | 64.37K | +25.3% | $9.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Russell Investments Group, Ltd. | 62.82K | -15.8% | $9.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 66 | Nordea Investment Management Ab | 51.02K | -4.0% | $7.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 67 | Boston Partners | 49.67K | +13.1% | $7.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 68 | T. Rowe Price ✦ | 48.41K | -69.9% | $6.95M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 69 | Stifel Financial Corp | 47.01K | -35.6% | $6.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 70 | Quantinno Capital Management LP | 45.23K | +157.1% | $6.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Creative Planning | 41.99K | +73.9% | $6.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Manufacturers Life Insurance… | 38.14K | -2.4% | $5.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Fifth Third Bancorp | 36.43K | +126.7% | $5.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Jane Street Group, Llc | 35.49K | -38.3% | $5.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 75 | Deutsche Bank Ag\ | 34.02K | -5.6% | $4.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 76 | Corient Private Wealth LP | 33.60K | +35.2% | $4.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Janus Henderson Group Plc | 33.19K | -79.5% | $4.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 78 | First Trust Advisors Lp | 32.60K | -92.0% | $4.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Tidal Investments LLC | 29.82K | +10.7% | $4.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Osaic Holdings, Inc. | 26.55K | -19.6% | $3.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 81 | Wealth Enhancement Advisory… | 26.32K | -8.8% | $3.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Ensign Peak Advisors, Inc | 25.89K | +28.5% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Cetera Investment Advisers | 24.09K | -16.1% | $3.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | American Century Companies Inc | 23.19K | +8.8% | $3.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Zurcher Kantonalbank (Zurich… | 22.28K | +19.4% | $3.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Healthcare Of Ontario Pension Plan… | 21.01K | Nuevo | $3.02M | 0.0% | New | 1 | SEC ↗ |
| 87 | Bridgewater Associates ✦ | 20.55K | +471.1% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Baird Financial Group, Inc. | 19.79K | -21.2% | $2.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 89 | Us Bancorp \De\ | 19.10K | -4.3% | $2.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 90 | Man Group plc | 18.89K | -54.3% | $2.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | State Board Of Administration Of… | 18.83K | 0.0% | $2.70M | 0.0% | Held | 2 | SEC ↗ |
| 92 | Point72 Asset Management ✦ | 18.42K | -84.0% | $2.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Hsbc Holdings Plc | 18.30K | -64.4% | $2.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 94 | Cerity Partners LLC | 18.21K | -3.7% | $2.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 95 | Squarepoint Ops LLC | 17.19K | Nuevo | $2.47M | 0.0% | New | 1 | SEC ↗ |
| 96 | Pnc Financial Services Group, Inc. | 16.59K | -0.5% | $2.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 97 | State Of Wisconsin Investment Board | 15.92K | +52.7% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Victory Capital Management Inc | 15.75K | -36.9% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Canada Pension Plan Investment Board | 14.70K | 0.0% | $2.11M | 0.0% | Held | 2 | SEC ↗ |
| 100 | Mml Investors Services, Llc | 14.13K | -31.4% | $2.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Assenagon Asset Management… | $16.89M | 0.0% |
| Balyasny Asset Management L.P. | $16.71M | 0.0% |
| Two Sigma Investments | $15.26M | 0.0% |
| Healthcare Of Ontario Pension… | $3.02M | 0.0% |
| Squarepoint Ops LLC | $2.47M | 0.0% |
Posición cerrada
| 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 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.
Frecuentemente cotituladas
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, 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)
Sep 10
CRAIN CHRISTOPHER M
Officer · 1.00K acc. · $140,150
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q1 2026 ·
Metodología ·
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