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, Q3 2023
Institutional positions in Hamilton Lane INC as of Sep 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
- 218
- +17 vs. Q2 2023
- Shares held
- 35.5M
- −1.16M (−3.2%) vs. Q2 2023
- Total value
- $3.21B
- +$283.7M (+9.7%) vs. Q2 2023
- New holders
- 33
- 85 more added
- Sold out
- 16
- 70 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Hamilton Lane INC; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Crewe Advisors LLC | 2 | $181 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6 | $543 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 7 | $633 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $634 | 0.00% | +2+40.0% | Added |
| Versant Capital Management, Inc | 10 | $904 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 10 | $904 | 0.00% | +10 | New |
| Steward Financial Group LLC | 21 | $1.00K | 0.00% | +21 | New |
| Hexagon Capital Partners LLC | 13 | $1.18K | 0.00% | −32−71.1% | Reduced |
| JNBA Financial Advisors | 15 | $1.36K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 16 | $1.45K | 0.00% | +4+33.3% | Added |
| Allworth Financial LP | 18 | $1.63K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 19 | $1.72K | 0.00% | −39−67.2% | Reduced |
| Lindbrook Capital, LLC | 22 | $1.99K | 0.00% | +6+37.5% | Added |
| Massmutual Trust Co FSB | 25 | $2.26K | 0.00% | +25 | New |
| Central Trust Co | 29 | $2.62K | 0.00% | +29 | New |
| Clearstead Advisors, LLC | 37 | $3.35K | 0.00% | +37 | New |
| Quadrant Capital Group LLC | 43 | $3.89K | 0.00% | +38+760.0% | Added |
| West Tower Group, LLC | 47 | $4.25K | 0.00% | +20+74.1% | Added |
| KB Financial Partners, LLC | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 60 | $5.43K | 0.00% | +60 | New |
| Iron Horse Wealth Management, LLC | 85 | $7.69K | 0.00% | +85 | New |
| Foster Dykema Cabot & Co Inc | 88 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 95 | $8.59K | 0.00% | +70+280.0% | Added |
| SRS Capital Advisors, Inc. | 114 | $10.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 137 | $12.4K | 0.00% | +28+25.7% | Added |
| Federation des caisses Desjardins du Quebec | 213 | $19.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 221 | $20.0K | 0.00% | −33−13.0% | Reduced |
| Centerpoint Advisors, LLC | 231 | $21.0K | 0.01% | −1−0.4% | Reduced |
| Tower Research Capital LLC (TRC) | 247 | $22.3K | 0.00% | −847−77.4% | Reduced |
| Spire Wealth Management | 250 | $22.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 286 | $25.9K | 0.00% | +142+98.6% | Added |
| CWM, LLC | 375 | $34.0K | 0.00% | −50−11.8% | Reduced |
| Cubist Systematic Strategies, LLC | 429 | $38.8K | 0.00% | −15,102−97.2% | Reduced |
| Fifth Third Bancorp | 436 | $39.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 455 | $41.4K | 0.00% | −59−11.5% | Reduced |
| Signaturefd, LLC | 513 | $46.4K | 0.00% | +30+6.2% | Added |
| First Horizon Advisors, Inc. | 522 | $47.2K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 595 | $54.0K | 0.00% | +595 | New |
| Nisa Investment Advisors, LLC | 998 | $90.3K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,025 | $92.7K | 0.03% | +25+2.5% | Added |
| Leonteq Securities AG | 1,235 | $111.7K | 0.01% | +100+8.8% | Added |
| Huntington National Bank | 1,327 | $120.0K | 0.00% | −41−3.0% | Reduced |
| Harbor Investment Advisory, LLC | 1,371 | $124.0K | 0.02% | −976−41.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,447 | $130.9K | 0.00% | −5,806−80.0% | Reduced |
| Nomura Asset Management Co Ltd | 1,609 | $145.5K | 0.00% | +168+11.7% | Added |
| Ci Investments Inc. | 1,719 | $155.0K | 0.00% | +1,719 | New |
| Natixis | 1,882 | $170.2K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,900 | $171.8K | 0.00% | +1,900 | New |
| Metropolitan Life Insurance Co | 2,105 | $190.4K | 0.01% | +133+6.7% | Added |
| Ziegler Capital Management, LLC | 2,234 | $202.0K | 0.01% | +2,234 | New |
| Pathstone Family Office, LLC | 2,231 | $202.2K | 0.00% | +2,231 | New |
| Park Avenue Securities LLC | 2,516 | $228.0K | 0.00% | +2,516 | New |
| MML Investors Services, LLC | 2,848 | $258.0K | 0.00% | +2,848 | New |
| Argent Capital Management LLC | 2,909 | $263.1K | 0.01% | +2,909 | New |
| Petrus Trust Company, LTA | 2,919 | $264.0K | 0.03% | 00.0% | Unchanged |
| Schroder Investment Management Group | 3,048 | $275.7K | 0.00% | +3,048 | New |
| AlphaMark Advisors, LLC | 3,072 | $278.0K | 0.12% | +3,072 | New |
| Acadian Asset Management LLC | 3,097 | $279.0K | 0.00% | +1,089+54.2% | Added |
| Pearl River Capital, LLC | 3,206 | $290.0K | 0.05% | +3,206 | New |
| Yorktown Management & Research Co Inc | 3,300 | $298.5K | 0.34% | +3,300 | New |
| Advisor Partners II, LLC | 3,368 | $304.6K | 0.01% | +3,368 | New |
| O'Shaughnessy Asset Management, LLC | 3,391 | $306.7K | 0.00% | +3,391 | New |
| Cetera Advisor Networks LLC | 3,486 | $315.3K | 0.00% | +191+5.8% | Added |
| Pictet Asset Management Holding SA | 3,524 | $318.7K | 0.00% | +3,524 | New |
| Ameritas Investment Partners, Inc. | 3,633 | $328.6K | 0.01% | +613+20.3% | Added |
| Citigroup Inc | 3,645 | $329.7K | 0.00% | −13,120−78.3% | Reduced |
| Hancock Whitney Corp | 3,660 | $331.0K | 0.01% | −122−3.2% | Reduced |
| Kapitalo Investimentos Ltda | 3,925 | $355.0K | 0.05% | +3,925 | New |
| Delap Wealth Advisory, LLC | 3,936 | $356.0K | 0.34% | +3,936 | New |
| Personal Cfo Solutions, LLC | 4,024 | $364.0K | 0.07% | +56+1.4% | Added |
| Janney Montgomery Scott LLC | 4,050 | $366.0K | 0.00% | −194−4.6% | Reduced |
| Raymond James Trust N.A. | 4,191 | $379.0K | 0.01% | −911−17.9% | Reduced |
| Summit Global Investments | 4,249 | $384.0K | 0.03% | −9,026−68.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,562 | $412.6K | 0.00% | +4,562 | New |
| State of Wyoming | 4,682 | $423.4K | 0.09% | +2,017+75.7% | Added |
| Public Employees Retirement Association of Colorado | 4,713 | $426.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 4,727 | $428.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 4,751 | $429.7K | 0.00% | −4−0.1% | Reduced |
| Cresset Asset Management, LLC | 5,111 | $464.4K | 0.00% | +175+3.5% | Added |
| Comerica Bank | 5,304 | $479.7K | 0.00% | +5,304 | New |
| Snowden Capital Advisors LLC | 5,891 | $532.8K | 0.02% | −315−5.1% | Reduced |
| Handelsbanken Fonder AB | 6,500 | $588.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 6,885 | $622.7K | 0.01% | 00.0% | Unchanged |
| Equitable Trust Co | 6,900 | $624.0K | 0.05% | −1,035−13.0% | Reduced |
| Quantbot Technologies LP | 7,058 | $638.3K | 0.04% | +2,435+52.7% | Added |
| Erste Asset Management GmbH | 7,271 | $657.6K | 0.01% | +172+2.4% | Added |
| State of Wisconsin Investment Board | 7,317 | $661.7K | 0.00% | +4,773+187.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,417 | $670.8K | 0.00% | +795+12.0% | Added |
| Henshaw Capital LLC | 7,950 | $719.0K | 0.04% | +2,973+59.7% | Added |
| LPL Financial LLC | 8,402 | $759.9K | 0.00% | +1,403+20.0% | Added |
| Victory Capital Management Inc | 8,816 | $797.3K | 0.00% | +1,508+20.6% | Added |
| Mackenzie Financial Corp | 9,167 | $803.1K | 0.00% | +9,167 | New |
| NBC Securities, Inc. | 9,153 | $827.0K | 0.09% | +9,153 | New |
| AQR Capital Management LLC | 9,212 | $833.1K | 0.00% | +4,017+77.3% | Added |
| Arizona State Retirement System | 9,339 | $844.6K | 0.01% | +298+3.3% | Added |
| Davy Global Fund Management Ltd | 9,360 | $846.5K | 0.17% | −3,374−26.5% | Reduced |
| Brinker Capital Investments, LLC | 9,795 | $885.8K | 0.01% | +1,408+16.8% | Added |
| Orion Portfolio Solutions, LLC | 9,795 | $885.8K | 0.01% | +1,408+16.8% | Added |
| Two Sigma Advisers, LP | 10,200 | $922.5K | 0.00% | −53,600−84.0% | Reduced |