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: ações crescentes entre mais 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 |
|---|---|---|---|---|---|---|
| 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 |
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 ↗ ×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 ✦ (passivo) | 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 ✦ (passivo) | 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 | Novo | $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 | Novo | $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 | Novo | $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 | Novo | $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 | Novo | $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 ↗ |
"Peso no portfolio" = a participação da posição no valor de renda variável 13F reportado pelo gestor: a medida de convicção. ✦ = gestor curado.
Novos 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% |
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 propriedade compartilhada, não relações fundamentais.
Compras no mercado aberto (P)
Nenhuma compra direta no mercado por insiders em nossa janela de cobertura.
Vendas no mercado aberto (S)
Sep 10
CRAIN CHRISTOPHER M
Officer · 1.00K ações · $140,150
Prêmios, exercícios e retenção fiscal nunca são contabilizados como compras ou vendas aqui. Metodologia
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 ·
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