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, Q1 2023
Institutional positions in Hamilton Lane INC as of Mar 31, 2023. 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
- 210
- −5 vs. Q4 2022
- Shares held
- 36.0M
- +481.5K (+1.4%) vs. Q4 2022
- Total value
- $2.67B
- +$400.0M (+17.6%) vs. Q4 2022
- New holders
- 17
- 94 more added
- Sold out
- 22
- 67 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Hamilton Lane INC; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 3 | $222 | 0.00% | −2−40.0% | Reduced |
| SJS Investment Consulting Inc. | 4 | $296 | 0.00% | −3−42.9% | Reduced |
| Quadrant Capital Group LLC | 5 | $370 | 0.00% | −14−73.7% | Reduced |
| Disciplined Investments, LLC | 5 | $370 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $444 | 0.00% | −1−14.3% | Reduced |
| Manchester Capital Management LLC | 6 | $444 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 7 | $518 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $740 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $888 | 0.00% | −4−25.0% | Reduced |
| Lindbrook Capital, LLC | 12 | $888 | 0.00% | +8+200.0% | Added |
| Schubert & Co | 14 | $1.04K | 0.00% | −1−6.7% | Reduced |
| JNBA Financial Advisors | 15 | $1.11K | 0.00% | +15 | New |
| Parallel Advisors, LLC | 16 | $1.18K | 0.00% | −4−20.0% | Reduced |
| Allworth Financial LP | 18 | $1.33K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 26 | $2.00K | 0.00% | +26 | New |
| BerganKDV Wealth Management, LLC | 38 | $2.81K | 0.00% | +38 | New |
| Hexagon Capital Partners LLC | 42 | $3.11K | 0.00% | +25+147.1% | Added |
| Ameritas Advisory Services, LLC | 45 | $3.32K | 0.00% | +45 | New |
| KB Financial Partners, LLC | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 60 | $4.44K | 0.00% | +60 | New |
| Northwestern Mutual Wealth Management Co | 71 | $5.25K | 0.00% | +44+163.0% | Added |
| TCI Wealth Advisors, Inc. | 86 | $6.36K | 0.00% | +1+1.2% | Added |
| SRS Capital Advisors, Inc. | 89 | $6.58K | 0.00% | +15+20.3% | Added |
| HM Payson & Co | 100 | $7.40K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 146 | $10.8K | 0.00% | −228−61.0% | Reduced |
| Pathway Financial Advisers, LLC | 158 | $11.7K | 0.00% | +67+73.6% | Added |
| Centerpoint Advisors, LLC | 203 | $15.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 213 | $15.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 245 | $18.2K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 246 | $18.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 250 | $18.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 329 | $24.0K | 0.02% | +137+71.4% | Added |
| Fifth Third Bancorp | 334 | $24.7K | 0.00% | −22−6.2% | Reduced |
| CWM, LLC | 424 | $31.0K | 0.00% | −159−27.3% | Reduced |
| Signaturefd, LLC | 427 | $31.6K | 0.00% | +62+17.0% | Added |
| Belpointe Asset Management LLC | 500 | $37.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 523 | $38.7K | 0.00% | +218+71.5% | Added |
| First Horizon Advisors, Inc. | 542 | $40.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 564 | $41.9K | 0.00% | +28+5.2% | Added |
| Nisa Investment Advisors, LLC | 828 | $61.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 826 | $61.1K | 0.00% | +188+29.5% | Added |
| Tower Research Capital LLC (TRC) | 1,074 | $79.0K | 0.00% | −432−28.7% | Reduced |
| Point72 Middle East FZE | 1,177 | $87.1K | 0.00% | −2,540−68.3% | Reduced |
| Huntington National Bank | 1,197 | $88.6K | 0.00% | +28+2.4% | Added |
| State of Wyoming | 1,385 | $102.5K | 0.03% | +214+18.3% | Added |
| Leonteq Securities AG | 1,395 | $103.2K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,471 | $108.8K | 0.00% | +456+44.9% | Added |
| Citigroup Inc | 1,827 | $135.2K | 0.00% | −77−4.0% | Reduced |
| Metropolitan Life Insurance Co | 1,905 | $140.9K | 0.01% | −277−12.7% | Reduced |
| Acadian Asset Management LLC | 2,008 | $148.0K | 0.00% | −1,247−38.3% | Reduced |
| Harbor Investment Advisory, LLC | 2,347 | $173.6K | 0.03% | +136+6.2% | Added |
| Quantbot Technologies LP | 2,745 | $203.1K | 0.01% | +2,427+763.2% | Added |
| Bridgefront Capital, LLC | 2,778 | $205.5K | 0.13% | +2,778 | New |
| Ameritas Investment Partners, Inc. | 2,876 | $212.8K | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 2,900 | $214.5K | 0.00% | +2,900 | New |
| Nicola Wealth Management Ltd. | 3,000 | $222.1K | 0.02% | +3,000 | New |
| Keebeck Alpha, LP | 3,222 | $238.4K | 0.28% | +3,222 | New |
| Keybank National Association | 3,302 | $244.3K | 0.00% | −561−14.5% | Reduced |
| Cetera Advisor Networks LLC | 3,354 | $248.1K | 0.00% | −195−5.5% | Reduced |
| Prelude Capital Management, LLC | 3,446 | $254.9K | 0.02% | +3,446 | New |
| Personal Cfo Solutions, LLC | 3,887 | $287.5K | 0.06% | +219+6.0% | Added |
| XTX Topco Ltd | 3,933 | $291.0K | 0.06% | −1,812−31.5% | Reduced |
| Pictet Asset Management SA | 3,946 | $291.9K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 4,000 | $296.0K | 0.00% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 4,029 | $299.7K | 0.01% | +20.0% | Added |
| Prudential Financial Inc | 4,503 | $306.4K | 0.00% | +146+3.4% | Added |
| ProShare Advisors LLC | 4,231 | $313.0K | 0.00% | −394−8.5% | Reduced |
| State of Wisconsin Investment Board | 4,531 | $335.2K | 0.00% | −11,085−71.0% | Reduced |
| Public Employees Retirement Association of Colorado | 4,713 | $349.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 4,728 | $350.0K | 0.01% | +211+4.7% | Added |
| Henshaw Capital LLC | 4,977 | $368.2K | 0.02% | +640+14.8% | Added |
| Amalgamated Bank | 5,079 | $376.0K | 0.00% | −817−13.9% | Reduced |
| Keebeck Wealth Management, LLC | 5,326 | $395.5K | 0.06% | +5,326 | New |
| Hancock Whitney Corp | 5,403 | $400.0K | 0.02% | −849−13.6% | Reduced |
| Brinker Capital Investments, LLC | 5,503 | $407.1K | 0.01% | −183−3.2% | Reduced |
| Orion Portfolio Solutions, LLC | 5,503 | $407.1K | 0.01% | +5,503 | New |
| CenterBook Partners LP | 5,536 | $409.6K | 0.06% | +813+17.2% | Added |
| FDx Advisors, Inc. | 6,548 | $418.0K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,105 | $451.6K | 0.00% | +469+8.3% | Added |
| STRS Ohio | 6,300 | $466.0K | 0.00% | −8,200−56.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,300 | $466.1K | 0.00% | −362−5.4% | Reduced |
| Van Hulzen Asset Management, LLC | 6,311 | $467.0K | 0.04% | +6,311 | New |
| Teacher Retirement System of Texas | 6,403 | $474.0K | 0.00% | −1,684−20.8% | Reduced |
| Natixis | 6,746 | $499.1K | 0.00% | −332−4.7% | Reduced |
| LPL Financial LLC | 6,869 | $508.2K | 0.00% | −637−8.5% | Reduced |
| Brown Brothers Harriman & Co | 6,885 | $509.4K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 7,062 | $522.4K | 0.02% | +33+0.5% | Added |
| Victory Capital Management Inc | 7,095 | $524.9K | 0.00% | +3,159+80.3% | Added |
| Quadrature Capital Ltd | 7,101 | $524.9K | 0.01% | −14,246−66.7% | Reduced |
| Erste Asset Management GmbH | 7,099 | $525.2K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 7,286 | $539.0K | 0.07% | −1,006−12.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,450 | $551.0K | 0.05% | −11,617−60.9% | Reduced |
| Equitable Trust Co | 7,935 | $587.0K | 0.05% | −965−10.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 8,386 | $620.4K | 0.00% | +6,363+314.5% | Added |
| Engineers Gate Manager LP | 8,766 | $648.5K | 0.03% | −14,541−62.4% | Reduced |
| FourThought Financial Partners, LLC | 10,248 | $758.2K | 0.10% | −262−2.5% | Reduced |
| Arizona State Retirement System | 10,423 | $771.1K | 0.01% | +426+4.3% | Added |
| Jump Financial, LLC | 11,097 | $821.0K | 0.03% | +11,097 | New |
| EFG Asset Management (North America) Corp. | 12,467 | $921.4K | 0.20% | −698−5.3% | Reduced |
| M&T Bank Corp | 13,175 | $974.8K | 0.00% | +388+3.0% | Added |