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 |
|---|---|---|---|---|---|
| Kornitzer Capital Management Inc | 176,478 | $20.0M | 0.39% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 178,484 | $20.2M | 0.06% | +16,026+9.9% | Added |
| Envestnet Asset Management Inc | 185,414 | $21.0M | 0.01% | −10,615−5.4% | Reduced |
| Barclays PLC | 210,563 | $23.9M | 0.01% | +114,748+119.8% | Added |
| Thrivent Financial for Lutherans | 220,570 | $25.0M | 0.05% | +16,071+7.9% | Added |
| DF Dent & Co Inc | 230,416 | $26.1M | 0.35% | −63,537−21.6% | Reduced |
| Goldman Sachs Group Inc | 234,165 | $26.6M | 0.01% | −2,183−0.9% | Reduced |
| Bank of New York Mellon Corp | 255,359 | $29.0M | 0.01% | +22,074+9.5% | Added |
| Lord, Abbett & Co. LLC | 285,214 | $32.4M | 0.11% | +285,214 | New |
| Charles Schwab Investment Management Inc | 287,005 | $32.6M | 0.01% | +4,291+1.5% | Added |
| Ameriprise Financial Inc | 287,017 | $32.6M | 0.01% | −62,439−17.9% | Reduced |
| Massachusetts Financial Services Co | 297,711 | $33.8M | 0.01% | −38,687−11.5% | Reduced |
| Citadel Advisors LLC | 318,386 | $36.1M | 0.04% | +98,361+44.7% | Added |
| Price T Rowe Associates Inc | 343,354 | $39.0M | 0.01% | +324,136+1,686.6% | Added |
| TimesSquare Capital Management, LLC | 357,045 | $40.5M | 0.60% | −108,045−23.2% | Reduced |
| Norges Bank | 380,777 | $43.2M | 0.01% | −5,180−1.3% | Reduced |
| Bank of America Corp | 389,119 | $44.1M | 0.01% | −11,963−3.0% | Reduced |
| JPMorgan Chase & Co | 473,725 | $53.7M | 0.01% | +860.0% | Added |
| Northern Trust Corp | 487,571 | $55.3M | 0.01% | −7,659−1.5% | Reduced |
| Principal Financial Group Inc | 488,164 | $55.4M | 0.04% | −122,923−20.1% | Reduced |
| American Century Companies Inc | 543,180 | $61.6M | 0.04% | +99,945+22.5% | Added |
| Dimensional Fund Advisors LP | 544,233 | $61.7M | 0.02% | +22,832+4.4% | Added |
| Morgan Stanley | 675,931 | $76.7M | 0.01% | +59,131+9.6% | Added |
| Neuberger Berman Group LLC | 708,875 | $80.4M | 0.07% | −7,470−1.0% | Reduced |
| Fred Alger Management, LLC | 712,189 | $80.8M | 0.44% | −42,656−5.7% | Reduced |
| Millennium Management LLC | 747,918 | $84.8M | 0.08% | −65,409−8.0% | Reduced |
| Epoch Investment Partners, Inc. | 799,351 | $90.7M | 0.41% | +416,103+108.6% | Added |
| State Street Corp | 833,752 | $94.9M | 0.00% | +20,272+2.5% | Added |
| Van Berkom & Associates Inc. | 858,056 | $97.3M | 2.83% | −95,241−10.0% | Reduced |
| Loomis Sayles & Co L P | 870,545 | $98.8M | 0.15% | −79,320−8.4% | Reduced |
| Geode Capital Management, LLC | 876,286 | $99.4M | 0.01% | +37,430+4.5% | Added |
| Copeland Capital Management, LLC | 951,462 | $107.9M | 2.16% | −25,699−2.6% | Reduced |
| Invesco Ltd. | 1,115,712 | $126.6M | 0.03% | −92,516−7.7% | Reduced |
| TD Asset Management Inc | 1,143,179 | $129.7M | 0.13% | +816,102+249.5% | Added |
| Macquarie Group Ltd | 1,168,362 | $132.5M | 0.15% | −80,865−6.5% | Reduced |
| Clearbridge Investments, LLC | 1,413,804 | $160.4M | 0.14% | +179,873+14.6% | Added |
| Wellington Management Group LLP | 1,498,699 | $170.0M | 0.03% | −890,696−37.3% | Reduced |
| Federated Hermes, Inc. | 1,581,900 | $179.5M | 0.45% | 00.0% | Unchanged |
| Wasatch Advisors Inc | 2,672,700 | $303.2M | 1.67% | −139,845−5.0% | Reduced |
| BlackRock Inc. | 3,217,043 | $364.9M | 0.01% | +166,513+5.5% | Added |
| Vanguard Group Inc | 3,395,427 | $385.2M | 0.01% | +210,155+6.6% | Added |
| Polen Capital Management LLC | 95,403 | – | – | −19,392−16.9% | Reduced |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −71,523−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −25,935−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −16,265−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −7,058−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −4,249−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −3,072−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −2,919−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,447−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −429−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Foster Dykema Cabot & Co Inc | – | – | – | – | Not filed |
| KB Financial Partners, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |