Hamilton Lane INC
HLNE- Exchange
- Nasdaq
- Industry
- Investment Advice
- SEC CIK
- 0001433642
No open-market purchases or sales by Hamilton Lane INC insiders were filed in the last 90 days; 382 institutions reported holding it in 13F filings for Q2 2026, worth $3.65B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Hamilton Lane INC as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 217
- +17 vs. Q3 2022
- Shares held
- 35.5M
- +1.54M (+4.5%) vs. Q3 2022
- Total value
- $2.27B
- +$243.2M (+12.0%) vs. Q3 2022
- New holders
- 37
- 80 more added
- Sold out
- 20
- 77 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HLNE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 382 | $3.65B |
| Q1 2026 | 389 | $4.23B |
| Q4 2025 | 389 | $5.63B |
| Q3 2025 | 383 | $5.65B |
| Q2 2025 | 394 | $5.93B |
| Q1 2025 | 353 | $6.57B |
| Q4 2024 | 355 | $5.98B |
| Q3 2024 | 324 | $6.58B |
| Q2 2024 | 296 | $4.56B |
| Q1 2024 | 265 | $4.29B |
| Q4 2023 | 242 | $4.13B |
| Q3 2023 | 218 | $3.21B |
| Q2 2023 | 202 | $2.93B |
| Q1 2023 | 210 | $2.67B |
| Q4 2022 | 217 | $2.27B |
| Q3 2022 | 205 | $2.06B |
| Q2 2022 | 196 | $2.33B |
| Q1 2022 | 206 | $2.70B |
| Q4 2021 | 216 | $3.60B |
| Q3 2021 | 189 | $2.94B |
| Q2 2021 | 187 | $3.07B |
| Q1 2021 | 169 | $3.02B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Hamilton Lane INC; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 4 | $256 | 0.00% | −17−81.0% | Reduced |
| Disciplined Investments, LLC | 5 | $319 | 0.00% | +2+66.7% | Added |
| AdvisorNet Financial, Inc | 5 | $319 | 0.00% | +5 | New |
| Manchester Capital Management LLC | 6 | $383 | 0.00% | −5−45.5% | Reduced |
| SJS Investment Consulting Inc. | 7 | $447 | 0.00% | +4+133.3% | Added |
| Baker Avenue Asset Management, LP | 7 | $447 | 0.00% | +7 | New |
| Bell Investment Advisors, Inc | 7 | $447 | 0.00% | +7 | New |
| Versant Capital Management, Inc | 10 | $639 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 15 | $958 | 0.00% | +2+15.4% | Added |
| JFS Wealth Advisors, LLC | 16 | $1.02K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 17 | $1.09K | 0.00% | +15+750.0% | Added |
| Allworth Financial LP | 18 | $1.15K | 0.00% | +14+350.0% | Added |
| Quadrant Capital Group LLC | 19 | $1.21K | 0.00% | −248−92.9% | Reduced |
| Parallel Advisors, LLC | 20 | $1.28K | 0.00% | −64−76.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 27 | $1.73K | 0.00% | +27 | New |
| C M Bidwell & Associates Ltd | 30 | $1.92K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 54 | $3.00K | 0.00% | −13−19.4% | Reduced |
| SRS Capital Advisors, Inc. | 74 | $4.72K | 0.00% | +1+1.4% | Added |
| Cornerstone Planning Group LLC | 67 | $4.81K | 0.00% | +67 | New |
| TCI Wealth Advisors, Inc. | 85 | $5.43K | 0.00% | −80−48.5% | Reduced |
| Pathway Financial Advisers, LLC | 91 | $5.80K | 0.00% | +91 | New |
| HM Payson & Co | 100 | $6.39K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 98 | $7.00K | 0.00% | −34−25.8% | Reduced |
| Rockefeller Capital Management L.P. | 149 | $9.00K | 0.00% | −141−48.6% | Reduced |
| Covestor Ltd | 192 | $12.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 203 | $13.0K | 0.01% | +203 | New |
| Federation des caisses Desjardins du Quebec | 213 | $13.6K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 245 | $15.6K | 0.00% | +245 | New |
| Crewe Advisors LLC | 246 | $15.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 250 | $16.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 252 | $16.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 305 | $19.5K | 0.00% | −226−42.6% | Reduced |
| Quantbot Technologies LP | 318 | $20.3K | 0.00% | +318 | New |
| Fifth Third Bancorp | 356 | $22.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 365 | $23.3K | 0.00% | +68+22.9% | Added |
| The PNC Financial Services Group, Inc. | 374 | $23.9K | 0.00% | +173+86.1% | Added |
| Comerica Securities,inc. | 430 | $27.6K | 0.00% | +430 | New |
| Belpointe Asset Management LLC | 500 | $31.9K | 0.00% | +500 | New |
| Proequities, Inc. | 536 | $34.4K | 0.00% | −36−6.3% | Reduced |
| First Horizon Advisors, Inc. | 542 | $34.6K | 0.00% | −8−1.5% | Reduced |
| CWM, LLC | 583 | $37.0K | 0.00% | +362+163.8% | Added |
| FMR LLC | 638 | $40.8K | 0.00% | −375−37.0% | Reduced |
| Nisa Investment Advisors, LLC | 828 | $53.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 886 | $56.6K | 0.00% | +886 | New |
| Aquatic Capital Management LLC | 900 | $57.0K | 0.00% | +900 | New |
| Nomura Asset Management Co Ltd | 1,015 | $64.8K | 0.00% | −1,288−55.9% | Reduced |
| One Wealth Advisors, LLC | 1,099 | $70.2K | 0.02% | +1,099 | New |
| Huntington National Bank | 1,169 | $74.7K | 0.00% | +81+7.4% | Added |
| State of Wyoming | 1,171 | $74.8K | 0.02% | +203+21.0% | Added |
| Leonteq Securities AG | 1,395 | $89.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,506 | $96.0K | 0.00% | −6,314−80.7% | Reduced |
| SG Americas Securities, LLC | 1,761 | $112.0K | 0.00% | −3,245−64.8% | Reduced |
| Citigroup Inc | 1,904 | $121.6K | 0.00% | −483−20.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,023 | $129.0K | 0.00% | −174−7.9% | Reduced |
| Metropolitan Life Insurance Co | 2,182 | $139.4K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,211 | $141.2K | 0.02% | −10−0.5% | Reduced |
| Acadian Asset Management LLC | 3,255 | $207.0K | 0.00% | +479+17.3% | Added |
| YorkBridge Wealth Partners, LLC | 3,338 | $213.2K | 0.05% | −535−13.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,876 | $215.7K | 0.01% | +188+7.0% | Added |
| Kula Investments, LLC | 3,448 | $220.3K | 0.08% | +3,448 | New |
| Cetera Advisor Networks LLC | 3,549 | $226.7K | 0.00% | +3,549 | New |
| Personal Cfo Solutions, LLC | 3,668 | $234.3K | 0.05% | −62−1.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,679 | $235.0K | 0.03% | +3,679 | New |
| Point72 Middle East FZE | 3,717 | $237.4K | 0.02% | +3,717 | New |
| Grey Fox Wealth Advisors, LLC | 3,750 | $239.6K | 0.16% | +3,750 | New |
| Ergoteles LLC | 3,787 | $241.9K | 0.01% | +3,787 | New |
| Keybank National Association | 3,863 | $246.8K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 3,932 | $251.2K | 0.04% | +3,932 | New |
| Victory Capital Management Inc | 3,936 | $251.4K | 0.00% | −3−0.1% | Reduced |
| Pictet Asset Management SA | 3,946 | $252.0K | 0.00% | +3,946 | New |
| Handelsbanken Fonder AB | 4,000 | $256.0K | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 4,050 | $258.7K | 0.00% | +4,050 | New |
| Citizens Financial Group Inc | 4,027 | $258.9K | 0.01% | +277+7.4% | Added |
| Gyon Technologies Capital Management, LP | 4,198 | $268.2K | 0.10% | +4,198 | New |
| Henshaw Capital LLC | 4,337 | $277.0K | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 4,357 | $278.3K | 0.00% | +203+4.9% | Added |
| Raymond James Trust N.A. | 4,517 | $288.0K | 0.01% | −30−0.7% | Reduced |
| ProShare Advisors LLC | 4,625 | $295.4K | 0.00% | +733+18.8% | Added |
| Public Employees Retirement Association of Colorado | 4,713 | $301.0K | 0.00% | 00.0% | Unchanged |
| CenterBook Partners LP | 4,723 | $301.7K | 0.05% | +4,723 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,636 | $360.0K | 0.00% | +1,186+26.7% | Added |
| Brinker Capital Investments, LLC | 5,686 | $363.2K | 0.01% | −204−3.5% | Reduced |
| XTX Topco Ltd | 5,745 | $367.0K | 0.08% | +5,745 | New |
| Amalgamated Bank | 5,896 | $377.0K | 0.00% | +215+3.8% | Added |
| Hancock Whitney Corp | 6,252 | $399.0K | 0.02% | −117−1.8% | Reduced |
| FDx Advisors, Inc. | 6,548 | $418.0K | 0.02% | +2,361+56.4% | Added |
| Allspring Global Investments Holdings, LLC | 6,662 | $425.6K | 0.00% | −11−0.2% | Reduced |
| Brown Brothers Harriman & Co | 6,885 | $439.8K | 0.00% | −370−5.1% | Reduced |
| Snowden Capital Advisors LLC | 7,029 | $449.0K | 0.02% | +183+2.7% | Added |
| Natixis | 7,078 | $452.1K | 0.00% | −157−2.2% | Reduced |
| Erste Asset Management GmbH | 7,099 | $453.5K | 0.01% | −366−4.9% | Reduced |
| Caxton Associates LP | 7,263 | $464.0K | 0.03% | +7,263 | New |
| Tudor Investment Corp Et Al | 7,354 | $470.0K | 0.01% | +7,354 | New |
| LPL Financial LLC | 7,506 | $479.5K | 0.00% | −610−7.5% | Reduced |
| Teacher Retirement System of Texas | 8,087 | $517.0K | 0.00% | +2,990+58.7% | Added |
| Versor Investments LP | 8,292 | $529.7K | 0.05% | −1,599−16.2% | Reduced |
| Equitable Trust Co | 8,900 | $568.5K | 0.04% | −3,518−28.3% | Reduced |
| State Board of Administration of Florida Retirement System | 8,919 | $569.7K | 0.00% | +250+2.9% | Added |
| Susquehanna International Group, LLP | 8,992 | $574.4K | 0.00% | −3,189−26.2% | Reduced |
| Arizona State Retirement System | 9,997 | $638.6K | 0.01% | +371+3.9% | Added |