Aviva
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Aviva’s Houlihan Lokey HLI Stock Holding History

Aviva’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$420K Buy
3,134
+207
+7% +$30.5K ﹤0.01% 791
2026
Q1 		$420K Buy
2,927
+144
+5% +$23.7K ﹤0.01% 772
2025
Q4 		$485K Buy
2,783
+411
+17% +$75.4K ﹤0.01% 781
2025
Q3 		$487K Sell
2,372
-312
-12% -$61.2K ﹤0.01% 759
2025
Q2 		$483K Sell
2,684
-1,061
-28% -$178K ﹤0.01% 759
2025
Q1 		$605K Buy
3,745
+424
+13% +$72.8K ﹤0.01% 691
2024
Q4 		$577K Sell
3,321
-806
-20% -$142K ﹤0.01% 741
2024
Q3 		$652K Buy
+4,127
New +$617K ﹤0.01% 749
2023
Q4 		– Sell
-5,664
Closed -$607K – 985
2023
Q3 		$607K Buy
+5,664
New +$584K ﹤0.01% 759
2023
Q1 		– Sell
-10,572
Closed -$921K – 1012
2022
Q4 		$921K Sell
10,572
-9,446
-47% -$849K ﹤0.01% 907
2022
Q3 		$1.51M Sell
20,018
-4,465
-18% -$362K 0.01% 788
2022
Q2 		$1.93M Buy
24,483
+2,137
+10% +$179K 0.01% 845
2022
Q1 		$1.96M Sell
22,346
-1,394
-6% -$144K 0.01% 856
2021
Q4 		$2.46M Buy
23,740
+4,771
+25% +$509K 0.01% 815
2021
Q3 		$1.75M Buy
+18,969
New +$1.66M 0.01% 781

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Aviva's HLI Position: Q2 2026 in Review

Aviva increased its Houlihan Lokey (HLI) stake by 7.1% in Q2 2026, buying an estimated $30.5K and bringing the position to 3,134 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Aviva first reported a position in HLI in Q3 2021 and has held it in 15 quarters since. The position peaked at $2.46M in Q4 2021. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Aviva held 3,134 shares of Houlihan Lokey worth $420K as of Q2 2026.
  • Aviva bought 207 Houlihan Lokey shares in Q2 2026, an estimated $30.5K.
  • Houlihan Lokey made up ﹤0.01% of Aviva's portfolio in Q2 2026, its #791 holding.
  • Aviva first reported a position in Houlihan Lokey in Q3 2021 and has held it in 15 quarters since.
  • Aviva's Houlihan Lokey position peaked at $2.46M in Q4 2021.
  • 515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Aviva's 13F filing for Q2 2026, filed 13 Aug 2026.