AVIVA PLC

Position in HLI — Houlihan Lokey, Inc.

CIK 1140022 LONDON, X0

Position in HLI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$420,363

-$12 QoQ

Shares Held

3,134

+7.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#299

of 514 holders

Holding Since

Sep 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

AVIVA PLC holds $782,238,944 across 19 Capital Markets names. HLI ranks #15 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	263,877	$266,877,281
2	MS	Morgan Stanley	1,087,518	$227,334,762
3	SCHW	Schwab Charles Corp	1,426,071	$131,583,571
4	HOOD	Robinhood Markets, Inc.	639,942	$64,173,383
5	IBKR	Interactive Brokers Group, Inc.	353,010	$30,725,990
6	LPLA	LPL Financial Holdings Inc.	69,319	$19,525,775
7	IREN	IREN Ltd	258,695	$11,830,122
8	FUTU	Futu Holdings Ltd	95,237	$8,927,516

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$420,363	3,134	+7.1%	Shares	Defined	2026-08-13
2026-03-31	$420,375	2,927	+5.2%	Shares	Defined	2026-05-14
2025-12-31	$484,770	2,783	+17.3%	Shares	Defined	2026-02-12
2025-09-30	$487,019	2,372	-11.6%	Shares	Defined	2025-11-13
2025-06-30	$482,985	2,684	-28.3%	Shares	Defined	2025-08-07
2025-03-31	$604,817	3,745	+12.8%	Shares	Defined	2025-05-15
2024-12-31	$576,724	3,321	-19.5%	Shares	Defined	2025-02-13
2024-09-30	$652,148	4,127	-27.1%	Shares	Defined	2024-11-14
2023-09-30	$606,727	5,664	-46.4%	Shares	Defined	2023-11-13
2022-12-31	$921,455	10,572	-47.2%	Shares	Defined	2023-02-14
2022-09-30	$1,508,956	20,018	-18.2%	Shares	Defined	2022-11-14
2022-06-30	$1,932,443	24,483	+9.6%	Shares	Defined	2022-08-04
2022-03-31	$1,961,978	22,346	-5.9%	Shares	Defined	2022-05-13
2021-12-31	$2,457,564	23,740	+25.2%	Shares	Defined	2022-02-10
2021-09-30	$1,747,044	18,969	—	Shares	Defined	2021-11-12
No filing history on record for this holder in this stock.