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, Q2 2023
Institutional positions in Hamilton Lane INC as of Jun 30, 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
- 202
- −7 vs. Q1 2023
- Shares held
- 36.7M
- +637.4K (+1.8%) vs. Q1 2023
- Total value
- $2.93B
- +$261.2M (+9.8%) vs. Q1 2023
- New holders
- 18
- 91 more added
- Sold out
- 25
- 63 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Hamilton Lane INC; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −326−99.1% | Reduced |
| Crewe Advisors LLC | 2 | $160 | 0.00% | −244−99.2% | Reduced |
| Quadrant Capital Group LLC | 5 | $400 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5 | $400 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $400 | 0.00% | +1+25.0% | Added |
| Manchester Capital Management LLC | 6 | $480 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 7 | $560 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 7 | $593 | 0.00% | +7 | New |
| Versant Capital Management, Inc | 10 | $800 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $960 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 15 | $1.20K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 16 | $1.28K | 0.00% | +4+33.3% | Added |
| Allworth Financial LP | 18 | $1.44K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 25 | $2.00K | 0.00% | +9+56.3% | Added |
| West Tower Group, LLC | 27 | $2.16K | 0.00% | +27 | New |
| Hexagon Capital Partners LLC | 45 | $3.60K | 0.00% | +3+7.1% | Added |
| KB Financial Partners, LLC | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 58 | $4.64K | 0.00% | −13−18.3% | Reduced |
| Cornerstone Planning Group LLC | 67 | $5.36K | 0.00% | +67 | New |
| Foster Dykema Cabot & Co Inc | 88 | $7.00K | 0.00% | +88 | New |
| TD Private Client Wealth LLC | 109 | $8.72K | 0.00% | +109 | New |
| SRS Capital Advisors, Inc. | 114 | $9.13K | 0.00% | +25+28.1% | Added |
| US Bancorp | 144 | $11.5K | 0.00% | −379−72.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 213 | $17.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 232 | $19.0K | 0.01% | +29+14.3% | Added |
| Spire Wealth Management | 250 | $20.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 254 | $20.3K | 0.00% | +108+74.0% | Added |
| Harbor Capital Advisors, Inc. | 286 | $22.9K | 0.00% | +286 | New |
| CWM, LLC | 425 | $34.0K | 0.00% | +1+0.2% | Added |
| Fifth Third Bancorp | 436 | $34.9K | 0.00% | +102+30.5% | Added |
| Signaturefd, LLC | 483 | $38.6K | 0.00% | +56+13.1% | Added |
| Proequities, Inc. | 514 | $41.3K | 0.00% | −50−8.9% | Reduced |
| First Horizon Advisors, Inc. | 522 | $41.7K | 0.00% | −20−3.7% | Reduced |
| Pinebridge Investments, L.P. | 609 | $48.7K | 0.00% | +609 | New |
| Nisa Investment Advisors, LLC | 998 | $79.8K | 0.00% | +170+20.5% | Added |
| Hamilton Capital Partners Inc. | 1,000 | $80.0K | 0.03% | +1,000 | New |
| Tower Research Capital LLC (TRC) | 1,094 | $87.5K | 0.00% | +20+1.9% | Added |
| Leonteq Securities AG | 1,135 | $90.8K | 0.01% | −260−18.6% | Reduced |
| Huntington National Bank | 1,368 | $109.4K | 0.00% | +171+14.3% | Added |
| Nomura Asset Management Co Ltd | 1,441 | $115.3K | 0.00% | −30−2.0% | Reduced |
| Natixis | 1,882 | $150.5K | 0.00% | −4,864−72.1% | Reduced |
| Metropolitan Life Insurance Co | 1,972 | $157.7K | 0.01% | +67+3.5% | Added |
| Acadian Asset Management LLC | 2,008 | $160.0K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 2,117 | $169.3K | 0.01% | +940+79.9% | Added |
| Harbor Investment Advisory, LLC | 2,347 | $187.7K | 0.03% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 2,544 | $203.5K | 0.00% | −1,987−43.9% | Reduced |
| State of Wyoming | 2,665 | $213.1K | 0.06% | +1,280+92.4% | Added |
| Keybank National Association | 2,732 | $218.5K | 0.00% | −570−17.3% | Reduced |
| Petrus Trust Company, LTA | 2,919 | $233.5K | 0.03% | +2,919 | New |
| Ameritas Investment Partners, Inc. | 3,020 | $241.5K | 0.01% | +144+5.0% | Added |
| Cetera Advisor Networks LLC | 3,295 | $263.5K | 0.00% | −59−1.8% | Reduced |
| Hancock Whitney Corp | 3,782 | $302.0K | 0.01% | −1,621−30.0% | Reduced |
| Pictet Asset Management SA | 3,946 | $315.6K | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,968 | $317.4K | 0.06% | +81+2.1% | Added |
| Prudential Financial Inc | 4,965 | $337.9K | 0.00% | +462+10.3% | Added |
| Janney Montgomery Scott LLC | 4,244 | $339.0K | 0.00% | +4,244 | New |
| CenterBook Partners LP | 4,402 | $352.1K | 0.04% | −1,134−20.5% | Reduced |
| Virginia Retirement Systems Et Al | 4,500 | $359.9K | 0.00% | +1,600+55.2% | Added |
| Quantbot Technologies LP | 4,623 | $369.7K | 0.02% | +1,878+68.4% | Added |
| Public Employees Retirement Association of Colorado | 4,713 | $377.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 4,727 | $378.0K | 0.00% | −352−6.9% | Reduced |
| ProShare Advisors LLC | 4,755 | $380.3K | 0.00% | +524+12.4% | Added |
| Cresset Asset Management, LLC | 4,936 | $397.0K | 0.00% | +4,936 | New |
| Henshaw Capital LLC | 4,977 | $398.1K | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 5,102 | $408.0K | 0.01% | +374+7.9% | Added |
| AQR Capital Management LLC | 5,195 | $415.5K | 0.00% | +5,195 | New |
| Edgestream Partners, L.P. | 5,789 | $463.0K | 0.04% | +5,789 | New |
| Snowden Capital Advisors LLC | 6,206 | $496.4K | 0.02% | −856−12.1% | Reduced |
| Versor Investments LP | 6,215 | $497.1K | 0.09% | −1,071−14.7% | Reduced |
| Handelsbanken Fonder AB | 6,500 | $520.0K | 0.00% | +2,500+62.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,622 | $529.6K | 0.00% | +517+8.5% | Added |
| Brown Brothers Harriman & Co | 6,885 | $550.7K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 6,999 | $559.8K | 0.00% | +130+1.9% | Added |
| Jane Street Group, LLC | 7,011 | $560.7K | 0.00% | +7,011 | New |
| Erste Asset Management GmbH | 7,099 | $567.8K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 7,253 | $580.1K | 0.00% | +953+15.1% | Added |
| Victory Capital Management Inc | 7,308 | $584.5K | 0.00% | +213+3.0% | Added |
| Van Hulzen Asset Management, LLC | 7,697 | $616.0K | 0.05% | +1,386+22.0% | Added |
| Equitable Trust Co | 7,935 | $634.6K | 0.05% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 7,941 | $635.0K | 0.00% | +1,538+24.0% | Added |
| Brinker Capital Investments, LLC | 8,387 | $670.8K | 0.01% | +2,884+52.4% | Added |
| Orion Portfolio Solutions, LLC | 8,387 | $670.8K | 0.01% | +2,884+52.4% | Added |
| STRS Ohio | 8,800 | $703.0K | 0.00% | +2,500+39.7% | Added |
| Arizona State Retirement System | 9,041 | $723.1K | 0.01% | −1,382−13.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 10,510 | $840.6K | 0.00% | +2,124+25.3% | Added |
| Engineers Gate Manager LP | 10,568 | $845.2K | 0.03% | +1,802+20.6% | Added |
| EFG Asset Management (North America) Corp. | 11,524 | $922.2K | 0.20% | −943−7.6% | Reduced |
| FourThought Financial Partners, LLC | 11,901 | $951.9K | 0.13% | +1,653+16.1% | Added |
| Natixis Advisors, L.P. | 11,990 | $959.0K | 0.00% | +11,990 | New |
| Keebeck Wealth Management, LLC | 12,100 | $972.4K | 0.13% | +6,774+127.2% | Added |
| Davy Global Fund Management Ltd | 12,734 | $1.02M | 0.19% | −1,623−11.3% | Reduced |
| FDx Advisors, Inc. | 12,939 | $1.03M | 0.06% | +6,391+97.6% | Added |
| M&T Bank Corp | 13,124 | $1.05M | 0.00% | −51−0.4% | Reduced |
| Summit Global Investments | 13,275 | $1.06M | 0.07% | +13,275 | New |
| Manufacturers Life Insurance Company, The | 14,902 | $1.19M | 0.00% | +433+3.0% | Added |
| Ensign Peak Advisors, Inc | 15,440 | $1.23M | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 15,462 | $1.24M | 0.00% | +2,092+15.6% | Added |
| Cubist Systematic Strategies, LLC | 15,531 | $1.24M | 0.01% | −50,107−76.3% | Reduced |
| HSBC Holdings PLC | 15,666 | $1.26M | 0.00% | +695+4.6% | Added |
| Deutsche Bank AG | 16,126 | $1.29M | 0.00% | −95,232−85.5% | Reduced |