Thomas Story & Son LLC Boosts Stake in Houlihan Lokey, Inc.

Investment firm increases position in financial services provider by $5.99 million

Apr. 18, 2026 at 10:52am

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An extreme close-up of the gears, levers, and mechanisms of a large industrial banking machine, conveying the heavy, physical nature of financial infrastructure without using any literal currency or charts.This close-up of the intricate machinery powering the financial services industry illustrates the institutional investment driving Houlihan Lokey's continued growth.Los Angeles Today

Thomas Story & Son LLC, an investment management firm, has purchased a new stake of 34,375 shares in Houlihan Lokey, Inc. (NYSE:HLI), a global investment bank and financial services firm. The new position is valued at approximately $5.99 million, making Houlihan Lokey the 20th largest holding in Thomas Story & Son's investment portfolio.

Why it matters

This investment highlights the continued institutional interest in Houlihan Lokey, a leading provider of advisory services across mergers and acquisitions, capital markets, financial restructuring, and valuation. The firm's diversified service offerings and global reach have made it an attractive option for investors seeking exposure to the financial services sector.

The details

According to a recent 13F filing, Thomas Story & Son LLC purchased the new stake in Houlihan Lokey during the fourth quarter of 2025. The investment represents approximately 2.2% of the firm's total investment portfolio. Other large investors have also been active in Houlihan Lokey, with Westside Investment Management Inc. and Cornerstone Planning Group LLC both increasing their positions in the company during the same period.

  • Thomas Story & Son LLC purchased the new stake in Houlihan Lokey during the fourth quarter of 2025.

The players

Thomas Story & Son LLC

An investment management firm that has purchased a new stake of 34,375 shares in Houlihan Lokey, Inc., making it the 20th largest holding in the firm's investment portfolio.

Houlihan Lokey, Inc.

A global investment bank and financial services firm that specializes in advisory services across a broad range of transaction types and financial matters, including mergers and acquisitions, capital markets, financial restructuring, and valuation.

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The takeaway

This investment by Thomas Story & Son LLC underscores the continued institutional interest in Houlihan Lokey, a leading provider of financial advisory services. The firm's diversified service offerings and global reach have made it an attractive option for investors seeking exposure to the financial services sector.