Fiera Capital Corp

Position in HLI — Houlihan Lokey, Inc.

CIK 1505817 MONTREAL, A8

Position in HLI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$27,762,495

-$24,171,789 QoQ

Shares Held

206,982

-42.8% QoQ

Ownership

0.296%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#58

of 514 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 56% Shared 2% None 42%

Financial Services · as of Jun 30, 2026

Fiera Capital Corp holds $126,702,061 across 5 Capital Markets names. HLI ranks #3 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SF	Stifel Financial Corp	699,258	$48,787,230
2	TW	Tradeweb Markets Inc.	314,878	$31,380,740
3	HLI	Houlihan Lokey, Inc. This page	206,982	$27,762,495
4	PIPR	Piper Sandler Companies	255,778	$18,502,980
5	MS	Morgan Stanley	1,285	$268,616

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,762,495	206,982	-42.8%	Shares	Sole	2026-08-07
2026-03-31	$51,934,284	361,609	+2.6%	Shares	Sole	2026-05-12
2025-12-31	$61,415,735	352,579	+32.6%	Shares	Sole	2026-02-11
2025-09-30	$54,577,135	265,815	-2.2%	Shares	Sole	2025-11-07
2025-06-30	$48,903,931	271,764	-1.3%	Shares	Sole	2025-08-08
2025-03-31	$44,465,633	275,329	-0.8%	Shares	Sole	2025-05-07
2024-12-31	$48,184,919	277,467	-2.2%	Shares	Sole	2025-01-29
2024-09-30	$44,830,589	283,702	+666.8%	Shares	Other	2024-11-01
2024-06-30	$4,989,415	36,997	+0.9%	Shares	Other	2024-10-31
2024-03-31	$4,701,881	36,679	+9.9%	Shares	Other	2024-08-22
2023-12-31	$4,002,715	33,381	-7.9%	Shares	Other	2024-08-22
2023-09-30	$3,883,100	36,250	+0.6%	Shares	Other	2024-08-22
2023-06-30	$3,542,305	36,032	-5.7%	Shares	Other	2023-08-09
2023-03-31	$3,343,430	38,215	+1.2%	Shares	Other	2023-04-26
2022-12-31	$3,292,294	37,773	-1.9%	Shares	Other	2023-02-08
2022-09-30	$2,901,074	38,486	-2.4%	Shares	Other	2022-11-03
2022-06-30	$3,113,314	39,444	-2.2%	Shares	Other	2022-08-10
2022-03-31	$3,542,730	40,350	-3.2%	Shares	Other	2022-05-09
2021-12-31	$4,316,059	41,693	—	Shares	Other	2022-02-08
No filing history on record for this holder in this stock.