Fiera Capital (Canada)
HLI icon

Fiera Capital (Canada)’s Houlihan Lokey HLI Stock Holding History

Fiera Capital (Canada)’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 		$27.8M Sell
206,982
-154,627
-43% -$22.8M 0.1% 147
2026
Q1 		$51.9M Buy
361,609
+9,030
+3% +$1.49M 0.18% 95
2025
Q4 		$61.4M Buy
352,579
+86,764
+33% +$15.9M 0.19% 97
2025
Q3 		$54.6M Sell
265,815
-5,949
-2% -$1.17M 0.18% 85
2025
Q2 		$48.9M Sell
271,764
-3,565
-1% -$599K 0.17% 89
2025
Q1 		$44.5M Sell
275,329
-2,138
-0.8% -$367K 0.16% 92
2024
Q4 		$48.2M Sell
277,467
-6,235
-2% -$1.1M 0.15% 93
2024
Q3 		$44.8M Buy
283,702
+246,705
+667% +$36.9M 0.13% 103
2024
Q2 		$4.99M Buy
36,997
+318
+0.9% +$41.6K 0.02% 209
2024
Q1 		$4.7M Buy
36,679
+3,298
+10% +$408K 0.01% 221
2023
Q4 		$4M Sell
33,381
-2,869
-8% -$311K 0.01% 222
2023
Q3 		$3.88M Buy
36,250
+218
+0.6% +$22.5K 0.01% 218
2023
Q2 		$3.54M Sell
36,032
-2,183
-6% -$197K 0.01% 230
2023
Q1 		$3.34M Buy
38,215
+442
+1% +$41.6K 0.01% 233
2022
Q4 		$3.29M Sell
37,773
-713
-2% -$64.1K 0.01% 231
2022
Q3 		$1.92M Sell
38,486
-958
-2% -$77.6K 0.01% 299
2022
Q2 		$3.11M Sell
39,444
-906
-2% -$75.8K 0.01% 239
2022
Q1 		$3.54M Sell
40,350
-1,343
-3% -$138K 0.01% 246
2021
Q4 		$4.32M Buy
+41,693
New +$4.45M 0.01% 219

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

Fiera Capital (Canada)'s HLI Position: Q2 2026 in Review

Fiera Capital (Canada) reduced its Houlihan Lokey (HLI) stake by 43% in Q2 2026, selling an estimated $22.8M and leaving 206,982 shares worth $27.8M. The position accounts for 0.1% of the portfolio, ranked #147.

Fiera Capital (Canada) first reported a position in HLI in Q4 2021 and has held it in 19 quarters since. The position peaked at $61.4M in Q4 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Fiera Capital (Canada) held 206,982 shares of Houlihan Lokey worth $27.8M as of Q2 2026.
  • Fiera Capital (Canada) sold 154,627 Houlihan Lokey shares in Q2 2026, an estimated $22.8M.
  • Houlihan Lokey made up 0.1% of Fiera Capital (Canada)'s portfolio in Q2 2026, its #147 holding.
  • Fiera Capital (Canada) first reported a position in Houlihan Lokey in Q4 2021 and has held it in 19 quarters since.
  • Fiera Capital (Canada)'s Houlihan Lokey position peaked at $61.4M in Q4 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Fiera Capital (Canada)'s 13F filing for Q2 2026, filed 7 Aug 2026.