HLI
HOULIHAN LOKEY, INC.
+0.95 (+0.73%)131.29USD259K成交股數8.9B市值22.1本益比(近四季)3.5股價營收比-15.5%營收年增(近四季)2026-10-29下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 1 · 501K · 1 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 1 · 140K · 1 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 501K · 1.2M |
| 近 180 天 淨額 | −653K |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-10 | 09-10 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | S 公開市場賣出 | 1.0K | 140.15 | 140K | 0 | SEC |
| 2026-09-10 | 09-10 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | C 轉換 | 1.0K | – | – | 1.0K | SEC |
| 2026-08-03 | 08-05 | ALLEY J LINDSEY | Chief Financial Officer | P 公開市場買進 | 4.0K | 124.52 | 501K | 4.0K | SEC |
| 2026-05-21 | 05-21 | ZUBER PAUL ANDREW | Director | A 獲配股票 | 797 | – | – | 7.0K | SEC |
| 2026-05-21 | 05-21 | Mund Ronald Scott | Director | A 獲配股票 | 476 | – | – | 969 | SEC |
| 2026-05-21 | 05-21 | Zucker Gillian Beth | Director | A 獲配股票 | 996 | – | – | 6.5K | SEC |
| 2026-05-21 | 05-21 | BEISER SCOTT L | CO-CHAIRMAN | C 轉換 | 6.3K | – | – | 6.3K | SEC |
| 2026-05-21 | 05-21 | Walker Cyrus D. | Director | A 獲配股票 | 996 | – | – | 7.1K | SEC |
| 2026-05-21 | 05-21 | SCHRIESHEIM ROBERT A | Director | A 獲配股票 | 1.1K | – | – | 29.1K | SEC |
| 2026-05-21 | 05-21 | BEISER SCOTT L | CO-CHAIRMAN | S 公開市場賣出 | 6.3K | 150.26 | 941K | 0 | SEC |
| 2026-05-21 | 05-21 | Bassey Ekpedeme M | Director | A 獲配股票 | 797 | – | – | 6.4K | SEC |
| 2026-04-01 | 04-02 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | S 公開市場賣出(10b5-1) | 500 | 143.40 | 72K | 0 | SEC |
| 2026-04-01 | 04-02 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | C 轉換 | 500 | – | – | 500 | SEC |
| 2026-02-06 | 02-10 | SCHRIESHEIM ROBERT A | Director | S 公開市場賣出 | 5.0K | 170.86 | 854K | 28.0K | SEC |
| 2026-01-02 | 01-05 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | S 公開市場賣出(10b5-1) | 500 | 174.17 | 87K | 0 | SEC |
| 2026-01-02 | 01-05 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | C 轉換 | 500 | – | – | 500 | SEC |
| 2025-12-05 | 12-08 | GOLD IRWIN | CO-CHAIRMAN | C 轉換 | 5.0K | – | – | 5.0K | SEC |
| 2025-12-05 | 12-08 | GOLD IRWIN | CO-CHAIRMAN | G 贈與 | 5.0K | – | – | 0 | SEC |
| 2025-11-26 | 12-01 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | C 轉換 | 1.2K | – | – | 1.2K | SEC |
| 2025-11-26 | 12-01 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | G 贈與 | 1.2K | – | – | 0 | SEC |
| 2025-11-10 | 11-12 | BEISER SCOTT L | CO-CHAIRMAN | G 贈與 | 8.0K | – | – | 0 | SEC |
| 2025-11-10 | 11-12 | BEISER SCOTT L | CO-CHAIRMAN | C 轉換 | 8.0K | – | – | 8.0K | SEC |
| 2025-10-01 | 10-14 | Mund Ronald Scott | Director | A 獲配股票 | 483 | – | – | 483 | SEC |
| 2025-09-16 | 09-18 | GOLD IRWIN | CO-CHAIRMAN | S 公開市場賣出 | 6.8K | 202.75 | 1.4M | 0 | SEC |
| 2025-09-16 | 09-18 | GOLD IRWIN | CO-CHAIRMAN | C 轉換 | 6.8K | – | – | 6.8K | SEC |
| 2025-09-02 | 09-03 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | C 轉換 | 500 | – | – | 500 | SEC |
| 2025-09-02 | 09-03 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | S 公開市場賣出(10b5-1) | 500 | 196.22 | 98K | 0 | SEC |
| 2025-08-27 | 08-28 | SIEGERT PAUL ERIC | CO-CHAIRMAN | S 公開市場賣出 | 40.0K | 199.95 | 8.0M | 0 | SEC |
| 2025-08-27 | 08-28 | SIEGERT PAUL ERIC | CO-CHAIRMAN | C 轉換 | 40.0K | – | – | 40.0K | SEC |
| 2025-07-14 | 07-14 | Zucker Gillian Beth | Director | S 公開市場賣出(10b5-1) | 200 | 191.65 | 38K | 5.5K | SEC |
| 2025-06-30 | 06-30 | GOLD IRWIN | CO-CHAIRMAN | S 公開市場賣出 | 5.0K | 182.81 | 914K | 0 | SEC |
| 2025-06-30 | 06-30 | GOLD IRWIN | CO-CHAIRMAN | C 轉換 | 5.0K | – | – | 5.0K | SEC |
| 2025-06-26 | 06-26 | GOLD IRWIN | CO-CHAIRMAN | G 贈與 | 5.0K | – | – | 0 | SEC |
| 2025-06-24 | 06-26 | GOLD IRWIN | CO-CHAIRMAN | C 轉換 | 5.0K | – | – | 5.0K | SEC |
| 2025-06-13 | 06-13 | Zucker Gillian Beth | Director | S 公開市場賣出(10b5-1) | 200 | 174.37 | 35K | 5.7K | SEC |
| 2025-06-02 | 06-03 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | S 公開市場賣出(10b5-1) | 500 | 173.02 | 87K | 0 | SEC |
| 2025-06-02 | 06-03 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | C 轉換 | 500 | – | – | 500 | SEC |
| 2025-05-22 | 05-23 | SCHRIESHEIM ROBERT A | Director | A 獲配股票 | 845 | – | – | 33.0K | SEC |
| 2025-05-22 | 05-23 | ZUBER PAUL ANDREW | Director | A 獲配股票 | 563 | – | – | 6.2K | SEC |
| 2025-05-22 | 05-23 | Walker Cyrus D. | Director | A 獲配股票 | 732 | – | – | 6.1K | SEC |
| 2025-05-22 | 05-23 | Bassey Ekpedeme M | Director | A 獲配股票 | 563 | – | – | 5.6K | SEC |
| 2025-05-22 | 05-23 | Zucker Gillian Beth | Director | A 獲配股票 | 732 | – | – | 5.9K | SEC |
| 2025-05-22 | 05-23 | KOSECOFF JACQUELINE B | Director | A 獲配股票 | 563 | – | – | 15.3K | SEC |
| 2025-05-19 | 05-20 | BEISER SCOTT L | CO-CHAIRMAN | C 轉換 | 8.0K | – | – | 8.0K | SEC |
| 2025-05-19 | 05-20 | BEISER SCOTT L | CO-CHAIRMAN | G 贈與 | 15.0K | – | – | 0 | SEC |
| 2025-05-19 | 05-20 | BEISER SCOTT L | CO-CHAIRMAN | C 轉換 | 15.0K | – | – | 15.0K | SEC |
| 2025-05-19 | 05-20 | BEISER SCOTT L | CO-CHAIRMAN | S 公開市場賣出 | 8.0K | 178.71 | 1.4M | 0 | SEC |
| 2025-05-13 | 05-13 | Zucker Gillian Beth | Director | S 公開市場賣出(10b5-1) | 200 | 178.46 | 36K | 5.2K | SEC |
| 2025-04-14 | 04-14 | Zucker Gillian Beth | Director | S 公開市場賣出(10b5-1) | 200 | 154.41 | 31K | 5.4K | SEC |
| 2025-03-13 | 03-13 | Zucker Gillian Beth | Director | S 公開市場賣出(10b5-1) | 200 | 158.27 | 32K | 5.6K | SEC |
| 2025-02-13 | 02-14 | Zucker Gillian Beth | Director | S 公開市場賣出(10b5-1) | 200 | 178.97 | 36K | 5.8K | SEC |
| 2025-01-13 | 01-13 | Zucker Gillian Beth | Director | S 公開市場賣出(10b5-1) | 200 | 165.63 | 33K | 6.0K | SEC |
| 2024-12-13 | 12-16 | Zucker Gillian Beth | Director | S 公開市場賣出(10b5-1) | 200 | 180.57 | 36K | 6.2K | SEC |
| 2024-11-25 | 12-02 | GOLD IRWIN | CO-CHAIRMAN | G 贈與 | 5.0K | – | – | 0 | SEC |
| 2024-11-25 | 12-02 | GOLD IRWIN | CO-CHAIRMAN | C 轉換 | 5.0K | – | – | 5.0K | SEC |
| 2024-11-25 | 11-26 | GOLD IRWIN | CO-CHAIRMAN | C 轉換 | 5.0K | – | – | 5.0K | SEC |
| 2024-11-25 | 11-26 | GOLD IRWIN | CO-CHAIRMAN | C 轉換 | 10.0K | – | – | 10.0K | SEC |
| 2024-11-25 | 11-26 | GOLD IRWIN | CO-CHAIRMAN | S 公開市場賣出 | 5.0K | 190.50 | 953K | 0 | SEC |
| 2024-11-25 | 11-26 | GOLD IRWIN | CO-CHAIRMAN | G 贈與 | 10.0K | – | – | 0 | SEC |
| 2024-11-13 | 11-13 | Zucker Gillian Beth | Director | S 公開市場賣出(10b5-1) | 200 | 187.46 | 37K | 6.4K | SEC |
| 2024-11-08 | 11-12 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | S 公開市場賣出 | 2.5K | 185.94 | 465K | 0 | SEC |
| 2024-11-08 | 11-12 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | C 轉換 | 2.5K | – | – | 2.5K | SEC |
| 2024-11-07 | 11-08 | ALLEY J LINDSEY | Chief Financial Officer | C 轉換 | 12.5K | – | – | 12.5K | SEC |
| 2024-11-07 | 11-08 | ALLEY J LINDSEY | Chief Financial Officer | S 公開市場賣出 | 12.5K | 185.49 | 2.3M | 0 | SEC |
| 2024-11-06 | 11-07 | BEISER SCOTT L | CO-CHAIRMAN | C 轉換 | 15.0K | – | – | 15.0K | SEC |
| 2024-11-06 | 11-07 | BEISER SCOTT L | CO-CHAIRMAN | G 贈與 | 15.0K | – | – | 0 | SEC |
| 2024-10-14 | 10-15 | Zucker Gillian Beth | Director | S 公開市場賣出(10b5-1) | 200 | 168.08 | 34K | 6.6K | SEC |
| 2024-09-13 | 09-13 | Zucker Gillian Beth | Director | S 公開市場賣出(10b5-1) | 200 | 152.28 | 30K | 6.8K | SEC |
| 2024-09-04 | 09-05 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | G 贈與 | 40 | – | – | 0 | SEC |
| 2024-09-04 | 09-05 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | C 轉換 | 40 | – | – | 40 | SEC |
| 2024-09-03 | 09-03 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | C 轉換 | 1.0K | – | – | 1.0K | SEC |
| 2024-09-03 | 09-03 | CRAIN CHRISTOPHER M | GENERAL COUNSEL | S 公開市場賣出(10b5-1) | 1.0K | 155.29 | 155K | 0 | SEC |
| 2024-08-20 | 08-20 | Zucker Gillian Beth | Director | S 公開市場賣出(10b5-1) | 200 | 152.49 | 30K | 7.0K | SEC |
| 2024-08-19 | 08-20 | SIEGERT PAUL ERIC | CO-CHAIRMAN | G 贈與 | 675 | – | – | 0 | SEC |
| 2024-08-19 | 08-20 | SIEGERT PAUL ERIC | CO-CHAIRMAN | C 轉換 | 675 | – | – | 675 | SEC |
| 2024-08-16 | 08-16 | BEISER SCOTT L | CO-CHAIRMAN | S 公開市場賣出 | 8.3K | 151.89 | 1.3M | 0 | SEC |
| 2024-08-16 | 08-16 | BEISER SCOTT L | CO-CHAIRMAN | C 轉換 | 8.3K | – | – | 8.3K | SEC |
| 2024-06-28 | 07-05 | GOLD IRWIN | CO-CHAIRMAN | S 公開市場賣出 | 9.9K | 135.25 | 1.3M | 0 | SEC |
| 2024-06-28 | 07-05 | GOLD IRWIN | CO-CHAIRMAN | C 轉換 | 9.9K | – | – | 9.9K | SEC |
| 2024-06-04 | 06-04 | PREISER DAVID A | CO-PRESIDENT | C 轉換 | 20.0K | – | – | 20.0K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 5.2M | 703M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.8M | 372M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | 327M | 新進 | 新進 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.4M | 325M | 新進 | 新進 |
| EARNEST PARTNERS LLC | 2.2M | 291M | 新進 | 新進 |
| ROYAL BANK OF CANADA | 2.0M | 267M | 新進 | 新進 |
| STATE STREET CORP | 1.7M | 235M | 新進 | 新進 |
| MORGAN STANLEY | 1.7M | 227M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.4M | 186M | 新進 | 新進 |
| BANK OF MONTREAL /CAN/ | 1.3M | 174M | 新進 | 新進 |
| 城堡 CITADEL ADVISORS LLC | 1.2M | 165M | 新進 | 新進 |
| NEUBERGER BERMAN GROUP LLC | 993K | 133M | 新進 | 新進 |
| FIDUCIARY MANAGEMENT INC /WI/ | 938K | 126M | 新進 | 新進 |
| WELLINGTON MANAGEMENT GROUP LLP | 930K | 125M | 新進 | 新進 |
| BANK OF AMERICA CORP /DE/ | 891K | 119M | 新進 | 新進 |
| BAMCO INC /NY/ | 870K | 117M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 825K | 111M | 新進 | 新進 |
| Qube Research & Technologies Ltd | 705K | 94.6M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 693K | 92.9M | 新進 | 新進 |
| FMR LLC | 691K | 92.7M | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 656K | 88.1M | 新進 | 新進 |
| SEI INVESTMENTS CO | 654K | 87.7M | 新進 | 新進 |
| Clearbridge Investments, LLC | 635K | 85.2M | 新進 | 新進 |
| LPL Financial LLC | 620K | 83.2M | 新進 | 新進 |
| Invesco Ltd. | 561K | 75.3M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 518 -30 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 518 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 56.4M · 83.4% |
| 合計季末市值 | 7.1B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 2.5M |
|---|---|
| 與上期比 | +9.4% |
| 佔流通股數 | 3.76% |
| 日均成交量 | 633K |
| 回補天數 | 4.0 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 2.5M | +9.4% | 3.76% | 633K | 4.0 |
| 2026-08-14 | 2.3M | +5.9% | 3.43% | 957K | 2.4 |
| 2026-07-31 | 2.2M | +23.2% | 3.24% | 1.0M | 2.2 |
| 2026-07-15 | 1.8M | -2.6% | 2.63% | 1.1M | 1.7 |
| 2026-06-30 | 1.8M | +10.0% | 2.70% | 774K | 2.4 |
| 2026-06-15 | 1.7M | -7.8% | 2.46% | 618K | 2.7 |
| 2026-05-29 | 1.8M | -2.0% | 2.66% | 706K | 2.6 |
| 2026-05-15 | 1.8M | +25.3% | 2.72% | 952K | 1.9 |
| 2026-04-30 | 1.5M | +18.3% | 2.17% | 421K | 3.5 |
| 2026-04-15 | 1.2M | -8.3% | 1.84% | 619K | 2.0 |
| 2026-03-31 | 1.4M | +4.6% | 2.00% | 737K | 1.8 |
| 2026-03-13 | 1.3M | -13.4% | 1.91% | 549K | 2.4 |
| 2026-02-27 | 1.5M | +9.1% | 2.21% | 600K | 2.5 |
| 2026-02-13 | 1.4M | +36.5% | 2.03% | 618K | 2.2 |
| 2026-01-30 | 1.0M | -4.6% | 1.48% | 636K | 1.6 |
| 2026-01-15 | 1.1M | -3.6% | 1.56% | 428K | 2.5 |
| 2025-12-31 | 1.1M | -11.6% | 1.61% | 428K | 2.6 |
| 2025-12-15 | 1.2M | -10.9% | 1.83% | 391K | 3.2 |
| 2025-11-28 | 1.4M | +6.2% | 2.05% | 356K | 3.9 |
| 2025-11-14 | 1.3M | -1.4% | 1.93% | 476K | 2.7 |
| 2025-10-31 | 1.3M | +15.8% | 1.96% | 609K | 2.2 |
| 2025-10-15 | 1.1M | +5.4% | 1.69% | 365K | 3.1 |
| 2025-09-30 | 1.1M | +8.6% | 1.60% | 419K | 2.6 |
| 2025-09-15 | 997K | +17.2% | 1.48% | 423K | 2.4 |
| 2025-08-29 | 851K | -5.1% | 1.26% | 389K | 2.2 |
| 2025-08-15 | 897K | +11.9% | 1.33% | 338K | 2.7 |