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 2023
Institutional positions in Hamilton Lane INC as of Dec 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
- 242
- +30 vs. Q3 2023
- Shares held
- 36.5M
- +995.2K (+2.8%) vs. Q3 2023
- Total value
- $4.13B
- +$912.3M (+28.4%) vs. Q3 2023
- New holders
- 46
- 73 more added
- Sold out
- 16
- 90 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Hamilton Lane INC; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5 | $0 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 0 | $45 | 0.00% | 0 | New |
| Hexagon Capital Partners LLC | 2 | $227 | 0.00% | −11−84.6% | Reduced |
| Manchester Capital Management LLC | 6 | $681 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $681 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 7 | $795 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 9 | $1.02K | 0.00% | +9 | New |
| Versant Capital Management, Inc | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 10 | $1.13K | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 14 | $1.59K | 0.00% | −2−12.5% | Reduced |
| Parallel Advisors, LLC | 15 | $1.70K | 0.00% | −80−84.2% | Reduced |
| JNBA Financial Advisors | 15 | $1.70K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 16 | $1.81K | 0.00% | −6−27.3% | Reduced |
| Farther Finance Advisors, LLC | 21 | $2.38K | 0.00% | +21 | New |
| Allworth Financial LP | 26 | $2.95K | 0.00% | +8+44.4% | Added |
| Fairman Group, LLC | 28 | $3.19K | 0.00% | +28 | New |
| Central Trust Co | 29 | $3.29K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 29 | $3.29K | 0.00% | +29 | New |
| Northwestern Mutual Wealth Management Co | 38 | $4.31K | 0.00% | +19+100.0% | Added |
| Scarborough Advisors, LLC | 58 | $6.58K | 0.00% | +58 | New |
| Hillsdale Investment Management Inc. | 60 | $6.81K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 69 | $7.83K | 0.00% | +32+86.5% | Added |
| Iron Horse Wealth Management, LLC | 85 | $9.64K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 110 | $11.9K | 0.00% | +110 | New |
| Turtle Creek Wealth Advisors, LLC | 109 | $12.4K | 0.00% | +109 | New |
| TD Private Client Wealth LLC | 137 | $15.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 156 | $17.7K | 0.00% | +156 | New |
| LM Advisors LLC | 158 | $18.0K | 0.00% | +158 | New |
| Quadrant Capital Group LLC | 184 | $20.9K | 0.00% | +141+327.9% | Added |
| Robeco Institutional Asset Management B.V. | 197 | $22.3K | 0.00% | +197 | New |
| The PNC Financial Services Group, Inc. | 200 | $22.7K | 0.00% | −21−9.5% | Reduced |
| Advisory Services Network, LLC | 207 | $23.5K | 0.00% | +207 | New |
| Federation des caisses Desjardins du Quebec | 213 | $24.2K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 231 | $26.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 232 | $26.3K | 0.00% | +232 | New |
| USA Financial Portformulas Corp | 243 | $27.6K | 0.00% | +243 | New |
| Acadian Asset Management LLC | 321 | $36.0K | 0.00% | −2,776−89.6% | Reduced |
| US Bancorp | 320 | $36.4K | 0.00% | +34+11.9% | Added |
| SYSTM Wealth Solutions LLC | 345 | $39.2K | 0.01% | +345 | New |
| CWM, LLC | 384 | $44.0K | 0.00% | +9+2.4% | Added |
| Fifth Third Bancorp | 388 | $44.0K | 0.00% | −48−11.0% | Reduced |
| GAMMA Investing LLC | 418 | $48.5K | 0.01% | +418 | New |
| Proequities, Inc. | 436 | $49.7K | 0.00% | −19−4.2% | Reduced |
| SRS Capital Advisors, Inc. | 508 | $57.6K | 0.01% | +394+345.6% | Added |
| First Horizon Advisors, Inc. | 522 | $59.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 563 | $63.9K | 0.00% | +50+9.7% | Added |
| KBC Group NV | 595 | $67.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 718 | $81.5K | 0.08% | +718 | New |
| Hamilton Capital Partners Inc. | 873 | $99.0K | 0.02% | −152−14.8% | Reduced |
| Nisa Investment Advisors, LLC | 998 | $113.2K | 0.00% | 00.0% | Unchanged |
| Natixis | 1,014 | $115.0K | 0.00% | −868−46.1% | Reduced |
| Harbor Investment Advisory, LLC | 1,044 | $118.4K | 0.01% | −327−23.9% | Reduced |
| Leonteq Securities AG | 1,235 | $140.1K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 1,293 | $146.7K | 0.00% | −34−2.6% | Reduced |
| Simplex Trading, LLC | 1,303 | $147.0K | 0.00% | +1,303 | New |
| Kapitalo Investimentos Ltda | 1,306 | $148.2K | 0.03% | −2,619−66.7% | Reduced |
| HighTower Advisors, LLC | 1,791 | $202.0K | 0.00% | +1,791 | New |
| Beacon Pointe Advisors, LLC | 1,823 | $206.8K | 0.00% | +1,823 | New |
| Scientech Research LLC | 1,912 | $216.7K | 0.22% | +1,912 | New |
| Associated Banc-Corp | 1,914 | $217.1K | 0.01% | +1,914 | New |
| Nomura Asset Management Co Ltd | 1,953 | $221.5K | 0.00% | +344+21.4% | Added |
| Cary Street Partner Investment Advisory LLC | 1,956 | $221.9K | 0.01% | +1,956 | New |
| Cetera Investment Advisers | 1,964 | $222.8K | 0.00% | +1,964 | New |
| Brevan Howard Capital Management LP | 1,976 | $224.2K | 0.02% | +1,976 | New |
| Keybank National Association | 2,007 | $227.7K | 0.00% | +2,007 | New |
| M. Kulyk & Associates, LLC | 2,072 | $235.0K | 0.05% | +2,072 | New |
| Envestnet Portfolio Solutions, Inc. | 2,086 | $236.7K | 0.00% | +2,086 | New |
| Metropolitan Life Insurance Co | 2,105 | $238.8K | 0.01% | 00.0% | Unchanged |
| Martingale Asset Management L P | 2,105 | $238.8K | 0.00% | +2,105 | New |
| Conservest Capital Advisors, Inc. | 2,150 | $243.9K | 0.03% | +2,150 | New |
| Xponance, Inc. | 2,215 | $251.3K | 0.00% | +2,215 | New |
| Walleye Capital LLC | 2,223 | $252.2K | 0.00% | +2,223 | New |
| Ci Investments Inc. | 2,247 | $255.0K | 0.00% | +528+30.7% | Added |
| Centiva Capital, LP | 2,301 | $261.0K | 0.02% | +2,301 | New |
| MML Investors Services, LLC | 2,406 | $273.0K | 0.00% | −442−15.5% | Reduced |
| Park Avenue Securities LLC | 2,435 | $276.0K | 0.00% | −81−3.2% | Reduced |
| Schroder Investment Management Group | 2,477 | $281.0K | 0.00% | −571−18.7% | Reduced |
| Pearl River Capital, LLC | 2,547 | $288.9K | 0.05% | −659−20.6% | Reduced |
| Colonial River Wealth Management, LLC | 2,809 | $318.7K | 0.19% | +2,809 | New |
| Yorktown Management & Research Co Inc | 3,300 | $374.4K | 0.39% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,304 | $374.8K | 0.00% | −87−2.6% | Reduced |
| Islay Capital Management, LLC | 3,334 | $378.2K | 0.30% | +3,334 | New |
| Ziegler Capital Management, LLC | 3,525 | $399.9K | 0.02% | +1,291+57.8% | Added |
| Raymond James Trust N.A. | 3,582 | $406.3K | 0.01% | −609−14.5% | Reduced |
| Hancock Whitney Corp | 3,656 | $414.7K | 0.02% | −4−0.1% | Reduced |
| State of Wyoming | 3,658 | $415.0K | 0.08% | −1,024−21.9% | Reduced |
| Pictet Asset Management Holding SA | 3,752 | $425.6K | 0.00% | +228+6.5% | Added |
| Ameritas Investment Partners, Inc. | 3,785 | $429.4K | 0.02% | +152+4.2% | Added |
| Janney Montgomery Scott LLC | 3,951 | $448.0K | 0.00% | −99−2.4% | Reduced |
| Mackenzie Financial Corp | 4,001 | $453.9K | 0.00% | −5,166−56.4% | Reduced |
| Argent Capital Management LLC | 4,155 | $471.3K | 0.02% | +1,246+42.8% | Added |
| Personal Cfo Solutions, LLC | 4,220 | $478.8K | 0.08% | +196+4.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,369 | $495.6K | 0.00% | −193−4.2% | Reduced |
| Amalgamated Bank | 4,369 | $496.0K | 0.00% | −358−7.6% | Reduced |
| Public Employees Retirement Association of Colorado | 4,713 | $535.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 4,919 | $558.0K | 0.00% | +1,433+41.1% | Added |
| Comerica Bank | 4,955 | $562.1K | 0.00% | −349−6.6% | Reduced |
| Equitable Trust Co | 4,989 | $566.0K | 0.04% | −1,911−27.7% | Reduced |
| Squarepoint Ops LLC | 5,262 | $596.9K | 0.00% | +5,262 | New |